Barratt Redrow plc

LSE:BTRW Stock Report

Market Cap: UK£3.7b

Barratt Redrow Past Earnings Performance

Past criteria checks 3/6

Barratt Redrow's earnings have been declining at an average annual rate of -29.1%, while the Consumer Durables industry saw earnings declining at 13.6% annually. Revenues have been growing at an average rate of 3.3% per year. Barratt Redrow's return on equity is 2.8%, and it has net margins of 3.6%.

Key information

-29.07%

Earnings growth rate

-32.15%

EPS growth rate

Consumer Durables Industry Growth-3.63%
Revenue growth rate3.30%
Return on equity2.78%
Net Margin3.64%
Next Earnings Update16 Sep 2026

Recent past performance updates

Analysis Article Sep 24

Barratt Redrow's (LON:BTRW) Solid Earnings Are Supported By Other Strong Factors

Even though Barratt Redrow plc's ( LON:BTRW ) recent earnings release was robust, the market didn't seem to notice. Our...

Recent updates

Narrative Update May 25

BTRW: Margin Discipline And Leadership Transition Will Drive Future Upside Potential

The analyst price target for Barratt Redrow has been reduced from £4.22 to £4.03 per share, as analysts weigh slightly lower revenue growth assumptions, modestly adjusted discount rates, and updated P/E expectations against ongoing concerns around margin pressure and UK pricing risks highlighted in recent research. Analyst Commentary Recent Street research on Barratt Redrow shows a mix of caution and selective optimism, with several firms revisiting both ratings and price targets as they reassess margins, pricing risks and valuation support.
Narrative Update May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
Narrative Update Apr 19

BTRW: Leadership Transition And Mixed Ratings Will Shape Future Upside Potential

Narrative update on Barratt Redrow Analysts have trimmed their fair value estimate for Barratt Redrow from about £4.57 to roughly £4.30 per share, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher future P/E multiple after recent mixed rating and price target moves across the Street. Analyst Commentary Recent research on Barratt Redrow shows a mix of optimism and caution, with price targets adjusted around £4.30 per share and rating changes both up and down over the past few weeks.
Narrative Update Apr 05

BTRW: Leadership Transition And Dividend Discipline Will Support Future Upside Potential

Narrative update The updated analyst price target for Barratt Redrow now sits below the previous fair value estimate of £4.67, at around £4.57. Analysts point to a slightly higher discount rate, marginally softer revenue growth assumptions, a lower future P/E and a small profit margin adjustment following recent target cuts and rating changes.
Narrative Update Mar 22

BTRW: Dividend Discipline And Leadership Transition Will Support Future Rerating Potential

The analyst price target for Barratt Redrow has been trimmed by £0.04, with analysts citing recent cuts to published targets, including moves from £4.70 to £4.30 and other reductions, as they fine tune assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Barratt Redrow points to a more cautious tone, with reduced price targets and a move down the recommendation scale from Buy to Add.
Narrative Update Mar 06

BTRW: Dividend Discipline And Leadership Transition Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
New Narrative Mar 01

Cost Synergies And Planning Reforms Will Shape Housing Volumes And Margins Over Time

Catalysts About Barratt Redrow Barratt Redrow is a UK housebuilder focused on delivering private, affordable and PRS homes across three brands, supported by a large owned and strategic land bank. What are the underlying business or industry changes driving this perspective?
Narrative Update Feb 20

BTRW: Dividend Resilience And Rebased Expectations Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £4.71 from £4.88, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin and future P/E in light of recent price target cuts from £4.70 to £4.30 and from £4.55 to £4.30. Analyst Commentary Recent research updates point to a more cautious stance on Barratt Redrow, with price targets being reset closer to £4.30 and ratings trimmed as analysts reassess the risk and reward trade off.
Analysis Article Feb 13

Revenue Beat: Barratt Redrow plc Beat Analyst Estimates By 12%

Barratt Redrow plc ( LON:BTRW ) last week reported its latest half-year results, which makes it a good time for...
New Narrative Feb 13

Synergy Benefits And Planning Reform Will Support A Stronger Long Term Housing Platform

Catalysts About Barratt Redrow Barratt Redrow is a large UK housebuilder that develops private and affordable homes across three brands. What are the underlying business or industry changes driving this perspective?
Narrative Update Feb 06

BTRW: Dividend And New Finance Leadership Will Support Future Upside Potential

Analysts have modestly raised their price expectations for Barratt Redrow, with the updated fair value estimate moving from £4.79 to £4.88. The change reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E.
Narrative Update Jan 21

BTRW: Dividend And Leadership Transition Will Support Future Upside Potential

Analysts have trimmed their price target for Barratt Redrow to reflect a slightly lower fair value estimate of £4.79. This change is driven by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
Analysis Article Jan 20

What Is Barratt Redrow plc's (LON:BTRW) Share Price Doing?

Barratt Redrow plc ( LON:BTRW ), is not the largest company out there, but it received a lot of attention from a...
Narrative Update Jan 05

BTRW: Steady Fair Value And Dividend Support Will Drive Future Returns

Analysts have made only minor adjustments to their inputs for Barratt Redrow, keeping the price target effectively unchanged at £4.96. Small tweaks to the discount rate and future P/E assumptions are seen as insufficient to justify a different fair value estimate.
Analysis Article Dec 15

What You Can Learn From Barratt Redrow plc's (LON:BTRW) P/E

With a price-to-earnings (or "P/E") ratio of 27.2x Barratt Redrow plc ( LON:BTRW ) may be sending very bearish signals...
Narrative Update Dec 15

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.
Narrative Update Nov 29

BTRW: Rising Demand in Key Housing Markets Will Support Share Performance

Analysts have increased their price targets for Barratt Redrow, with recent updates raising expectations by £0.20 to £0.25 per share. This change is attributed to robust revenue growth projections and sustained profitability estimates.
Narrative Update Nov 15

BTRW: Future Profit Margins Will Drive Share Performance Beyond Market Uncertainties

Barratt Redrow’s analyst price target has risen modestly, with recent adjustments reflecting a new consensus level. Analysts cite improved future profit margins and steady revenue growth forecasts as reasons for these changes.
Analysis Article Nov 12

Barratt Redrow (LON:BTRW) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update Nov 01

BTRW: Integration Moves And Dividend Raise Will Lift Shareholder Returns

Analysts have modestly revised their price targets for Barratt Redrow upwards. The consensus has moved from £5.21 to £5.13 per share, reflecting cautious optimism based on updated sector outlooks and company performance metrics.
Analysis Article Oct 04

Barratt Redrow (LON:BTRW) Is Increasing Its Dividend To £0.121

Barratt Redrow plc ( LON:BTRW ) will increase its dividend from last year's comparable payment on the 14th of November...
Analysis Article Sep 24

Barratt Redrow's (LON:BTRW) Solid Earnings Are Supported By Other Strong Factors

Even though Barratt Redrow plc's ( LON:BTRW ) recent earnings release was robust, the market didn't seem to notice. Our...
Analysis Article Sep 21

Barratt Redrow plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Barratt Redrow plc ( LON:BTRW ) had a good week, as its shares rose 2.0% to close at UK£3.76 following the...
Analysis Article Sep 18

Barratt Redrow plc's (LON:BTRW) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights Barratt Redrow's estimated fair value is UK£6.64 based on 2 Stage Free Cash Flow to Equity Current share...
Narrative Update Sep 04

Redrow Integration Will Streamline Operations And Increase Efficiency

Due to ongoing macroeconomic uncertainty, subdued UK housing market activity, and near-term margin pressures, analysts have trimmed earnings forecasts and taken a more cautious outlook, resulting in the consensus analyst price target for Barratt Redrow remaining steady at £5.21. Analyst Commentary Ongoing macroeconomic uncertainty and subdued UK housing market activity have driven price target reductions.
Analysis Article Aug 12

Is Now The Time To Look At Buying Barratt Redrow plc (LON:BTRW)?

LSE:BTRW 1 Year Share Price vs Fair Value Explore Barratt Redrow's Fair Values from the Community and select yours...
Analysis Article Jun 28

Barratt Redrow (LON:BTRW) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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New Narrative Feb 09

38% Reservation Rate Increase Will Drive Future Expansion

The company’s focus on reservation rate increases and land purchases supports long-term revenue and outlet recovery.

Revenue & Expenses Breakdown

How Barratt Redrow makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

LSE:BTRW Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
28 Dec 255,9302163930
28 Sep 255,7542014020
29 Jun 255,5781864100
29 Mar 255,0881514050
29 Dec 244,5981183990
29 Sep 244,3831163570
30 Jun 244,1681143150
31 Mar 244,2781662950
31 Dec 234,3882192750
30 Sep 234,8553742730
30 Jun 235,3215302710
31 Mar 235,5635372750
31 Dec 225,8055452790
30 Sep 225,5365302680
30 Jun 225,2685152560
31 Mar 224,9165892530
31 Dec 214,5646622490
30 Sep 214,6886612370
30 Jun 214,8126602260
31 Mar 214,2305331940
31 Dec 203,6484061630
30 Sep 203,5334031590
30 Jun 203,4194001550
31 Mar 204,1585761750
31 Dec 194,8977521960
30 Sep 194,8307461900
30 Jun 194,7637401840
31 Mar 194,8917351730
31 Dec 185,0197291630
30 Sep 184,9477001540
30 Jun 184,8756721460
31 Mar 184,8486511410
31 Dec 174,8226291360
30 Sep 174,7366231340
30 Jun 174,6506161320
31 Mar 174,4135941340
31 Dec 164,1765711360
30 Sep 164,2065611340
30 Jun 164,2355501320
31 Mar 164,1475361320
31 Dec 154,0595211330
30 Sep 153,9094851350
30 Jun 153,7604491370

Quality Earnings: BTRW has a large one-off loss of £183.4M impacting its last 12 months of financial results to 28th December, 2025.

Growing Profit Margin: BTRW's current net profit margins (3.6%) are higher than last year (2.6%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BTRW's earnings have declined by 29.1% per year over the past 5 years.

Accelerating Growth: BTRW's earnings growth over the past year (82.6%) exceeds its 5-year average (-29.1% per year).

Earnings vs Industry: BTRW earnings growth over the past year (82.6%) exceeded the Consumer Durables industry 11.4%.


Return on Equity

High ROE: BTRW's Return on Equity (2.8%) is considered low.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 10:17
End of Day Share Price 2026/05/29 00:00
Earnings2025/12/28
Annual Earnings2025/06/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Barratt Redrow plc is covered by 36 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan BellBarclays
Rajesh PatkiBarclays
Emily BiddulphBarclays