Reported Earnings • May 22
First half 2026 earnings released: EPS: UK£0.75 (vs UK£0.71 in 1H 2025) First half 2026 results: EPS: UK£0.75 (up from UK£0.71 in 1H 2025). Revenue: UK£851.1m (up 17% from 1H 2025). Net income: UK£100.3m (up 4.7% from 1H 2025). Profit margin: 12% (down from 13% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • May 21
First half dividend increased to UK£0.19 Dividend of UK£0.19 is 4.9% higher than last year. Ex-date: 28th May 2026 Payment date: 12th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 44%. Cash payout ratio: 31%. Board Change • May 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Cheri Phyfer was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • May 20
Diploma PLC Declares Interim Dividend for the Six Months Ended March 31, 2026, Payable on 12 June 2026 Diploma PLC's Directors have declared an interim dividend of 19.1p per share for the six months ended March 31, 2026 (2025: 18.2p) which will be paid on 12 June 2026 to shareholders on the register on 29 May 2026. Shares will trade ex-dividend from 28 May 2026. Announcement • Mar 19
Diploma PLC Upgrades Earnings Guidance Fiscal Year 2026 Diploma PLC upgraded earnings guidance fiscal year 2026. For the year, the company expects Organic revenue growth increased to 9% (from 6%), remaining first half weighted. Announcement • Mar 03
Diploma PLC to Report Fiscal Year 2026 Final Results on Dec 04, 2026 Diploma PLC announced that they will report fiscal year 2026 final results on Dec 04, 2026 Announcement • Feb 28
Diploma plc Announces Appointment of Cheri Phyfer as Independent Non-Executive Director, Effective March 2, 2026 Diploma PLC announced the appointment of Cheri Phyfer as an independent non-executive director with effect from March 2, 2026. Cheri will join the Nomination Committee and the Remuneration Committee. Cheri is currently an independent board member at BlueScope Steel Limited, O-I Glass Inc. and W.C. Bradley Co. Prior to this, Cheri gained over three decades of experience working in industry, as Group President at Fortune Brands Innovations Inc. for seven years and, prior to that, at The Sherwin Williams Company, where she held a number of senior management positions. Cheri holds a Bachelor of Science degree in Management and an MBA, both from Clemson University, South Carolina. Announcement • Jan 14
Diploma plc Provides Earnings Guidance for the Full Year of 2026 Diploma PLC provided earnings guidance for the full year of 2026. For the period, company expects Organic revenue growth and margin guidance unchanged at 6% and c.22.5%, respectively. Organic growth guidance is significantly weighted to first half. Announcement • Nov 19
Diploma PLC, Annual General Meeting, Jan 14, 2026 Diploma PLC, Annual General Meeting, Jan 14, 2026. Announcement • Jan 15
Diploma PLC to Report Fiscal Year 2025 Results on Nov 18, 2025 Diploma PLC announced that they will report fiscal year 2025 results on Nov 18, 2025 Announcement • Nov 27
Diploma plc Announces Committee Changes Diploma PLC announced the following changes to its Board Committee compositions. With effect from 1st January 2025, Jennifer Ward and Geraldine Huse will step down as members of the Audit Committee, and Janice Stipp and Dean Finch will step down as members of the Remuneration Committee. Ian El-Mokadem will join the Audit and Nomination Committees from the date of his appointment which will be confirmed in the first half of 2025 as previously announced. Accordingly, the membership of each of the Board Committees will be as follows: Audit Committee: Janice Stipp (Chair), Katie Bickerstaffe, Dean Finch and Ian El-Mokadem; Remuneration Committee: Jennifer Ward (Chair), Katie Bickerstaffe, Geraldine Huse and David Lowden; Nomination Committee: David Lowden (Chair), Katie Bickerstaffe, Geraldine Huse, Dean Finch, Janice Stipp, Jennifer Ward and Ian El-Mokadem. Announcement • Nov 19
Diploma plc Proposes Final Dividend for Fiscal Year 2024, Payable on 31 January 2025 Diploma PLC proposed a final dividend in respect of the current year of 42.0 pence per share (2023: 40.0 pence) for fiscal year 2024, which will be paid on 31 January 2025 subject to approval by shareholders at the Annual General Meeting (AGM) on 15 January 2025. The total dividend for the current year, subject To Approve the final dividend, will be 59.3 pence per share (2023: 56.5 pence). Announcement • Oct 08
Diploma PLC Appoints Ian El-Mokadem as Non-Executive Director Diploma PLC announced that, following a comprehensive externally-facilitated process, it has appointed Ian El-Mokadem as a non-executive director, with effect from first quarter 2025. A further announcement will be made in due course to confirm the start date of his appointment. Ian has a wealth of experience in international, industrial and B2B services businesses and a track record in driving transformation and performance improvement. Ian is currently the Chief Executive at RWS Holdings plc until he stands down in 2025 and is also a non-executive director at Serco Group plc, where Ian is Chair of the Risk Committee and a member of both the Audit Committee and Nomination Committee. Prior to this, Ian was the Chief Executive at Exova Group plc and was Chief Executive for maritime services provider V.Group for Advent International. Announcement • Sep 13
Diploma PLC Announces Board Changes Diploma PLC announced that, following a comprehensive externally-facilitated process, it has appointed Katie Bickerstaffe as a non-executive director and as Senior Independent Director, with effect from 1 October 2024. From the same date, Katie will also be a member of each of the Audit, Remuneration and Nomination Committees. Accordingly, Anne Thorburn will step down from the Board and as Senior Independent Director following nine years of service. Katie is currently a non-executive director and Chair of the Remuneration Committee at Barratt Developments Plc and Senior Independent Director of the England and Wales Cricket Board. Katie was previously Co-Chief Executive Officer at Marks & Spencer Group Plc, Executive Chair at SSE Energy Services, CEO Designate at SSE Plc and CEO UK & Ireland at Dixons Carphone Plc. Announcement • Jul 19
Diploma plc Provides Earnings Guidance for the Full Year of 2024 Diploma PLC provided earnings guidance for the full year of 2024. For the period, company expects Organic revenue growth of ca. 5% and EPS growth of ca. 15%. Declared Dividend • May 15
First half dividend of UK£0.17 announced Shareholders will receive a dividend of UK£0.17. Ex-date: 23rd May 2024 Payment date: 7th June 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 13
First half 2024 earnings released: EPS: UK£0.43 (vs UK£0.47 in 1H 2023) First half 2024 results: EPS: UK£0.43 (down from UK£0.47 in 1H 2023). Revenue: UK£638.3m (up 9.5% from 1H 2023). Net income: UK£57.7m (down 2.7% from 1H 2023). Profit margin: 9.0% (down from 10% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Mar 27
Diploma PLC (LSE:DPLM) agreed to acquire Peerless Aerospace Fastener Corp. for approximately $300 million. Diploma PLC (LSE:DPLM) agreed to acquire Peerless Aerospace Fastener Corp. for approximately $300 million on March 27, 2024. As a part of consideration, Diploma PLC will make an initial payment of $287.92 million will be made in cash to Polar Holdings Inc. on closing, with the remaining 3.5% to be paid to management based on Peerless's FY27 performance. Peerless Aerospace Fastener Corp. reported revenue of $107.7 million, EBIT of $33.5 million and Gross assets of $84 million for a period of 12 months and year ending September 30, 2023. The transaction is subject to customary closing condition and is expected to be completed in next few weeks. Board Change • Feb 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Janice Stipp was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jan 11
Upcoming dividend of UK£0.40 per share at 1.7% yield Eligible shareholders must have bought the stock before 18 January 2024. Payment date: 02 February 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.2%). Announcement • Dec 20
Diploma PLC Announces Board and Committee Changes Diploma PLC announced the appointment of Janice Stipp as an independent non-executive director and Audit Committee Chair-designate with effect from the conclusion of the Annual General Meeting to be held on 17 January 2024. From the same date, Janice will become a member of each of the Audit, Remuneration and Nomination Committees. Janice will succeed Anne Thorburn as Diploma's Audit Committee Chair during 2024, when Anne will step down from the Board after nine years. Janice is currently a non-executive director and Chair of the Audit Committee at Rotork PLC, an independent Board member and Audit Committee Chair at ArcBest Corporation and a Board member of Michigan State University Research Foundation. Janice was previously an Independent Board member at Sappi Ltd, Commercial Vehicle Ground Inc, NN Inc. and PlyGem Holdings Inc. Recent Insider Transactions • Dec 07
CEO & Director recently sold UK£737k worth of stock On the 4th of December, Jonathan Thomson sold around 22k shares on-market at roughly UK£33.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jonathan's only on-market trade for the last 12 months. Reported Earnings • Nov 22
Full year 2023 earnings released: EPS: UK£0.91 (vs UK£0.76 in FY 2022) Full year 2023 results: EPS: UK£0.91 (up from UK£0.76 in FY 2022). Revenue: UK£1.20b (up 19% from FY 2022). Net income: UK£117.7m (up 24% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Nov 21
Diploma PLC Provides Revenue Guidance for the Full Year of 2024 Diploma PLC provided revenue guidance for the full year of 2024. For the period, company expects Organic revenue growth of ca. 5%.. Announcement • Nov 20
Diploma PLC Proposes Final Dividend, Payable on 2 February 2024 The Board of Diploma PLC proposed a final dividend of 40.0 pence per share (2022: 38.8 pence), bringing the full year dividend to 56.5 pence per share (2022: 53.8 pence), a 5% increase. The final dividend is payable on 2 February 2024 to shareholders on the register on 19 January 2024, with a corresponding ex-dividend date of 18 January 2024. Announcement • Jul 14
Diploma PLC (LSE:DPLM) acquired Distribuidora Internacional Carmen Sa for approximately €220 million. Diploma PLC (LSE:DPLM) acquired Distribuidora Internacional Carmen Sa for approximately €220 million on July 13, 2023. The initial consideration of ca. €200 million has been paid in cash, funded from Diploma's recent equity raise and existing debt facilities. In addition, up to ca. €22.16 million is payable based on DICSA achieving stretch profit targets in 2024 and 2025. The initial consideration of €200 million represents a multiple of 9x 2023 EBITDA. For the 12-month period ended December 31, 2022, DICSA generated revenue of €87.7 million and adjusted EBIT of €20.2 million. Gross assets at the end of the period were €78.9 million. Daniel Carmen and his team will remain with the business under Diploma's ownership, based at DICSA's existing headquarters in Zaragoza.
Diploma PLC (LSE:DPLM) completed the acquisition of Distribuidora Internacional Carmen Sa on July 13, 2023. Announcement • Jul 13
Diploma PLC Provides Financial Guidance for the Fiscal Year 2023 Diploma PLC provided financial guidance for the fiscal year 2023. The first nine months of fiscal year 2023 have increased its confidence in its full year guidance of ca.7% organic revenue growth; ca.7% contribution to revenue from acquisitions net of disposals. Announcement • May 31
Diploma plc Appoints Jennifer Ward as Non-Executive Director, Effective from 1 June 2023 Diploma PLC announced that, following a comprehensive externally-facilitated process, it has appointed Jennifer Ward as an independent non-executive director and Remuneration Committee chair-designate. Jennifer is currently an Executive Director and Chief Talent, Culture and Communications Executive at Halma Plc. Prior to joining Halma, Jennifer spent over 15 years leading Human Resources, Leadership and Organisational Development for global divisions of PayPal, Bank of America and Honeywell. Jennifer will join the Diploma Board as a non-executive director on 1 June 2023 and will also be a member of each of the Audit, Remuneration and Nomination Committees from that date. Jennifer will succeed Andy Smith as Diploma's Remuneration Committee Chair in 2024, at which point Andy will stand down from the Board having completed nine years of service. Upcoming Dividend • May 18
Upcoming dividend of UK£0.17 per share at 1.7% yield Eligible shareholders must have bought the stock before 25 May 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.1%). Reported Earnings • May 16
First half 2023 earnings released: EPS: UK£0.47 (vs UK£0.29 in 1H 2022) First half 2023 results: EPS: UK£0.47 (up from UK£0.29 in 1H 2022). Revenue: UK£582.8m (up 30% from 1H 2022). Net income: UK£59.3m (up 67% from 1H 2022). Profit margin: 10% (up from 7.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 19% per year. Upcoming Dividend • Jan 12
Upcoming dividend of UK£0.39 per share Eligible shareholders must have bought the stock before 19 January 2023. Payment date: 03 February 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (2.0%). Reported Earnings • Nov 22
Full year 2022 earnings released: EPS: UK£0.76 (vs UK£0.56 in FY 2021) Full year 2022 results: EPS: UK£0.76 (up from UK£0.56 in FY 2021). Revenue: UK£1.01b (up 29% from FY 2021). Net income: UK£94.7m (up 36% from FY 2021). Profit margin: 9.4% (up from 8.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year. Buying Opportunity • Sep 28
Now 22% undervalued Over the last 90 days, the stock is up 3.9%. The fair value is estimated to be UK£29.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 55% in the next 2 years. Buying Opportunity • Jul 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be UK£29.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 54% in the next 2 years. Buying Opportunity • Jun 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be UK£28.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 54% in the next 2 years. Upcoming Dividend • May 19
Upcoming dividend of UK£0.15 per share Eligible shareholders must have bought the stock before 26 May 2022. Payment date: 10 June 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (2.0%). Reported Earnings • May 17
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£31.7m from profit in 1H 2021). Profit margin: (down from 8.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 14%, compared to a 6.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Mar 29
High number of new directors Chairman of the Board David Lowden was the last director to join the board, commencing their role in 2021. Upcoming Dividend • Jan 13
Upcoming dividend of UK£0.30 per share Eligible shareholders must have bought the stock before 20 January 2022. Payment date: 04 February 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.2%). Recent Insider Transactions • Dec 23
CFO & Director recently bought UK£112k worth of stock On the 17th of December, Barbara Gibbes bought around 3k shares on-market at roughly UK£32.56 per share. This was the largest purchase by an insider in the last 3 months. This was Barbara's only on-market trade for the last 12 months. Reported Earnings • Nov 23
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: UK£0.56 (up from UK£0.43 in FY 2020). Revenue: UK£787.4m (up 46% from FY 2020). Net income: UK£69.8m (up 42% from FY 2020). Profit margin: 8.9% (down from 9.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 7.8%, compared to a 3.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings. Reported Earnings • May 20
First half 2021 earnings released: EPS UK£0.26 (vs UK£0.28 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: UK£365.2m (up 29% from 1H 2020). Net income: UK£31.7m (up 1.9% from 1H 2020). Profit margin: 8.7% (down from 11% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 04
New 90-day high: UK£23.88 The company is up 1.0% from its price of UK£23.63 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£15.18 per share. Recent Insider Transactions • Dec 22
CEO & Director recently bought UK£57k worth of stock On the 18th of December, Jonathan Thomson bought around 3k shares on-market at roughly UK£21.09 per share. This was the largest purchase by an insider in the last 3 months. Jonathan has been a buyer over the last 12 months, purchasing a net total of UK£215k worth in shares. Reported Earnings • Dec 10
Full year 2020 earnings released: EPS UK£0.43 The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£538.4m (down 1.2% from FY 2019). Net income: UK£49.3m (down 20% from FY 2019). Profit margin: 9.2% (down from 11% in FY 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Dec 10
Revenue beats expectations Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 32%, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. 