Informa Past Earnings Performance

Past criteria checks 5/6

Informa has been growing earnings at an average annual rate of 20.9%, while the Media industry saw earnings growing at 19.8% annually. Revenues have been growing at an average rate of 0.2% per year. Informa's return on equity is 6.4%, and it has net margins of 13.1%.

Key information

20.9%

Earnings growth rate

18.0%

EPS growth rate

Media Industry Growth	21.6%
Revenue growth rate	0.2%
Return on equity	6.4%
Net Margin	13.1%
Last Earnings Update	31 Dec 2023

Recent past performance updates

We Think Informa's (LON:INF) Profit Is Only A Baseline For What They Can Achieve

Mar 21

Recent updates

Informa (LON:INF) Is Increasing Its Dividend To £0.122

Apr 25

Informa (LON:INF) Could Easily Take On More Debt

Apr 17

We Think Informa's (LON:INF) Profit Is Only A Baseline For What They Can Achieve

Mar 21

Informa (LON:INF) Is Increasing Its Dividend To £0.122

Mar 11

Is It Too Late To Consider Buying Informa plc (LON:INF)?

Jan 09

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 42% Undervalued

Dec 25

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 21% Undervalued

Mar 10

Why Informa plc (LON:INF) Could Be Worth Watching

Feb 01

Is There An Opportunity With Informa plc's (LON:INF) 42% Undervaluation?

Nov 17

Is Informa (LON:INF) A Risky Investment?

Oct 25

Should You Think About Buying Informa plc (LON:INF) Now?

Aug 06

Here's Why Informa (LON:INF) Can Manage Its Debt Responsibly

Jun 15

Here's Why Informa (LON:INF) Can Manage Its Debt Responsibly

Mar 17

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 50% Undervalued

Feb 09

Informa (LON:INF) Is Making Moderate Use Of Debt

Dec 16

Does Informa (LON:INF) Have A Healthy Balance Sheet?

Sep 02

Is Informa plc (LON:INF) Trading At A 26% Discount?

Jun 07

Is Now The Time To Look At Buying Informa plc (LON:INF)?

May 10

Informa's(LON:INF) Share Price Is Down 23% Over The Past Three Years.

Mar 01

Is Informa plc (LON:INF) Trading At A 30% Discount?

Feb 03

How Many Informa plc (LON:INF) Shares Did Insiders Buy, In The Last Year?

Jan 08

How Does Informa's (LON:INF) CEO Pay Compare With Company Performance?

Dec 13

Informa (LON:INF) Share Prices Have Dropped 30% In The Last Year

Nov 25

Revenue & Expenses Breakdown
Beta

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

Earnings and Revenue History

LSE:INF Revenue, expenses and earnings (GBP Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	3,190	419	6
30 Sep 23	2,990	386	5
30 Jun 23	2,789	353	4
31 Mar 23	2,526	246	4
31 Dec 22	2,262	138	4
30 Sep 22	2,112	157	4
30 Jun 22	1,961	176	4
31 Mar 22	1,772	105	4
31 Dec 21	1,583	34	4
30 Sep 21	1,523	-175	3
30 Jun 21	1,462	-384	3
31 Mar 21	1,561	-713	3
31 Dec 20	1,661	-1,042	3
30 Sep 20	1,979	-880	3
30 Jun 20	2,297	-718	3
31 Mar 20	2,594	-246	3
31 Dec 19	2,890	226	3
30 Sep 19	2,855	264	21
30 Jun 19	2,820	303	39
31 Mar 19	2,595	255	39
31 Dec 18	2,370	208	39
30 Sep 18	2,084	245	35
30 Jun 18	1,799	282	30
31 Mar 18	1,778	297	30
31 Dec 17	1,757	311	30
30 Sep 17	1,685	255	28
30 Jun 17	1,612	198	26
31 Mar 17	1,479	185	26
31 Dec 16	1,345	172	25
30 Sep 16	1,293	167	23
30 Jun 16	1,241	163	21
31 Mar 16	1,227	167	21
31 Dec 15	1,212	171	21
30 Sep 15	1,199	69	20
30 Jun 15	1,186	-33	20
31 Mar 15	1,162	-43	20
31 Dec 14	1,137	-52	20
30 Sep 14	1,136	35	21
30 Jun 14	1,136	123	21
31 Mar 14	1,133	113	21
31 Dec 13	1,130	103	21
30 Sep 13	1,121	145	22
30 Jun 13	1,112	187	23

Quality Earnings: INF has high quality earnings.

Growing Profit Margin: INF's current net profit margins (13.1%) are higher than last year (6.1%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: INF's earnings have grown significantly by 20.9% per year over the past 5 years.

Accelerating Growth: INF's earnings growth over the past year (203%) exceeds its 5-year average (20.9% per year).

Earnings vs Industry: INF earnings growth over the past year (203%) exceeded the Media industry -11.2%.

Return on Equity

High ROE: INF's Return on Equity (6.4%) is considered low.

Return on Assets

Return on Capital Employed

Discover strong past performing companies

Price

Mkt cap

E.Growth

Analysts Target

Price

Mkt cap

E.Growth

Analysts Target

Price

Mkt cap

E.Growth

Analysts Target

Price

Mkt cap

E.Growth

Analysts Target

Informa Past Earnings Performance

Past criteria checks 5/6

Key information

Recent past performance updates

We Think Informa's (LON:INF) Profit Is Only A Baseline For What They Can Achieve

Full year 2023 earnings: EPS exceeds analyst expectations

Informa plc to Report Q4, 2023 Results on Mar 07, 2024

First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)

Full year 2022 earnings: EPS exceeds analyst expectations

Informa plc to Report Fiscal Year 2022 Results on Mar 09, 2023

Recent updates

Informa plc, Annual General Meeting, Jun 21, 2024

Informa (LON:INF) Is Increasing Its Dividend To £0.122

Informa (LON:INF) Could Easily Take On More Debt

We Think Informa's (LON:INF) Profit Is Only A Baseline For What They Can Achieve

Informa (LON:INF) Is Increasing Its Dividend To £0.122

Final dividend increased to UK£0.12

Full year 2023 earnings: EPS exceeds analyst expectations

Informa plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024

Is It Too Late To Consider Buying Informa plc (LON:INF)?

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 42% Undervalued

Key Executive recently sold UK£3.1m worth of stock

With EPS Growth And More, Informa (LON:INF) Makes An Interesting Case

Informa plc to Report Q4, 2023 Results on Mar 07, 2024

These 4 Measures Indicate That Informa (LON:INF) Is Using Debt Safely

Is It Too Late To Consider Buying Informa plc (LON:INF)?

Informa plc (LON:INF) Shares Could Be 42% Below Their Intrinsic Value Estimate

Here's Why We Think Informa (LON:INF) Is Well Worth Watching

Upcoming dividend of UK£0.058 per share at 1.7% yield

Informa's (LON:INF) Shareholders Will Receive A Bigger Dividend Than Last Year

Informa plc Recommends an Interim Dividend, Payable on 15 September 2023

First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)

High number of new directors

Consensus EPS estimates increase by 11%

Informa plc Provides Group Revenue Guidance for the Year 2023

Informa plc (LON:INF) Shares Could Be 28% Below Their Intrinsic Value Estimate

Upcoming dividend of UK£0.068 per share at 1.9% yield

Does Informa (LON:INF) Have A Healthy Balance Sheet?

Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.

Informa plc (LSE:INF) entered an agreement to acquire Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.

Consensus EPS estimates increase by 10%

When Should You Buy Informa plc (LON:INF)?

Consensus EPS estimates increase by 41%

Key Executive recently bought UK£150k worth of stock

Now 21% undervalued

Full year 2022 earnings: EPS exceeds analyst expectations

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 21% Undervalued

Now 21% undervalued

Why Informa plc (LON:INF) Could Be Worth Watching

Is There An Opportunity With Informa plc's (LON:INF) 42% Undervaluation?

Informa plc Revises Earnings Guidance for the Year 2022

Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF).

Is Informa (LON:INF) A Risky Investment?

Informa plc to Report Fiscal Year 2022 Results on Mar 09, 2023

Consensus forecasts updated

Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million.

Should You Think About Buying Informa plc (LON:INF) Now?

First half 2022 earnings released

Montagu Private Equity LLP agreed to acquire 80% stake in Shipping news business Maritime Intelligence from Informa plc (LSE:INF) for £385 million.

Upcoming dividend of UK£0.03 per share

Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million.

Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million.

Informa plc re-confirms Earnings Guidance for the Full Year 2022

Stephen Davidson Not to Stand for Re-Election as Non-Executive Director of Informa plc

Here's Why Informa (LON:INF) Can Manage Its Debt Responsibly

Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF).

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

High number of new directors

Key Executive exercised options and sold UK£2.4m worth of stock

Here's Why Informa (LON:INF) Can Manage Its Debt Responsibly

Full year 2021 earnings: EPS and revenues miss analyst expectations

Warburg Pincus LLC agreed to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion.

An Intrinsic Calculation For Informa plc (LON:INF) Suggests It's 50% Undervalued

High number of new directors

Informa (LON:INF) Is Making Moderate Use Of Debt

Informa plc (LSE:INF) acquired Netline Corporation.

Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF).

High number of new directors

Does Informa (LON:INF) Have A Healthy Balance Sheet?

First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)

Revenue & Expenses Breakdown
Beta