Informa Past Earnings Performance
Past criteria checks 4/6
Informa has been growing earnings at an average annual rate of 20.1%, while the Media industry saw earnings growing at 16% annually. Revenues have been growing at an average rate of 20% per year. Informa's return on equity is 4.3%, and it has net margins of 5.4%.
Key information
20.07%
Earnings growth rate
20.94%
EPS growth rate
| Media Industry Growth | 21.64% |
| Revenue growth rate | 20.01% |
| Return on equity | 4.34% |
| Net Margin | 5.43% |
| Next Earnings Update | 11 Mar 2027 |
Recent past performance updates
Recent updates
Narrative Update • Sep 14
INF: Higher Discount Rate And Buybacks Will Shape Future Return Profile
Analysts have raised the Informa price target range to approximately £10.85 to £12.85 per share. This reflects updated views on fair value, the use of a higher discount rate, slightly adjusted revenue growth and profit margin assumptions, and a higher future P/E multiple.
Narrative Update • Aug 01
INF: Future Returns Will Be Driven By Buybacks And Improving Dividend Visibility
Informa's updated analyst price targets, now ranging from £990 to £1,285, reflect slight adjustments to fair value and discount rate assumptions as analysts factor in revised views on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research on Informa highlights a mix of optimism on the earnings and recovery story and some caution on valuation and execution.Analysis Article • May 08
Informa's (LON:INF) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with Informa plc's ( LON:INF ) lackluster earnings report last week. Our analysis...New Narrative • Apr 23
Rising Digital Formats And AI Productivity Will Shape Live B2B Events Steadily
Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic and professional content services. What are the underlying business or industry changes driving this perspective?
New Narrative • Apr 08
Specialist B2B Events And Academic Platforms Will Unlock Powerful Long Term Value
Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic knowledge services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 07
INF: Future Returns Will Be Driven By Buybacks And Resilient Dividend Policy Despite AI Uncertainty
Analysts have trimmed Informa's average price targets by around £35 to £65 per share, citing updated views on sector fundamentals, valuation and the balance between AI related risks and long term growth opportunities. Analyst Commentary Recent Street research on Informa points to a mixed but generally constructive stance, with several firms adjusting price targets while broadly maintaining positive ratings on the shares.Narrative Update • Mar 24
INF: Future Returns Will Be Driven By Ongoing Buybacks Despite AI Uncertainty
Informa's updated analyst price target has moved lower by £0.45 in fair value terms, reflecting a mix of modest target trims from £1,345 to £1,330 and £1,330 to £1,300, alongside one increase to £1,080 and a new £975 initiation, as analysts balance slightly adjusted growth, margin and P/E assumptions. Analyst Commentary Recent research updates present a mixed picture, with several price targets adjusted and one new initiation.Narrative Update • Mar 09
INF: Future Returns Will Be Anchored By Buybacks And AI Execution Risks
Analysts have made only small adjustments to their price targets for Informa, with moves such as Morgan Stanley shifting to £10.80 from £10.70, JPMorgan edging to £13.30 from £13.45, and Citi initiating at £9.75. These changes reflect differing views on growth potential and AI related risks.Narrative Update • Feb 23
INF: Future Returns Will Be Anchored By Buybacks And Higher P/E Expectations
Analysts have made only modest adjustments to Informa's targets, with one increasing the price target to £10.80 and another trimming theirs to £13.30. This reflects mixed views that balance slightly higher revenue growth assumptions with marginally lower profit margin expectations and a higher future P/E.Narrative Update • Feb 08
INF: Future Returns Will Be Driven By Buybacks And Modestly Repriced Earnings Risk
Analysts have made only a slight upward adjustment to their price expectations for Informa, with the latest fair value estimate moving to £10.84. This reflects a blend of modestly updated profit margin and discount rate assumptions, alongside mixed recent price target changes from Morgan Stanley, JPMorgan and Citi.Narrative Update • Jan 24
INF: Future Returns Will Be Underpinned By Buybacks And Repriced Earnings Risk
Analysts have made a modest adjustment to their fair value view on Informa, with the updated analyst price targets moving within a relatively tight band. This is supported by slightly higher assumptions for revenue growth and profit margins, alongside a small reduction in the implied future P/E multiple.Analysis Article • Jan 10
Is Informa plc (LON:INF) Trading At A 48% Discount?
Key Insights Informa's estimated fair value is UK£17.26 based on 2 Stage Free Cash Flow to Equity Current share price...Narrative Update • Jan 08
INF: Future Returns Will Be Driven By Lower Risk And Rerated Earnings
Analysts have lifted their price target for Informa to £11.40 from £10.00, reflecting updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a small change in future P/E inputs. Analyst Commentary Bullish analysts see the higher £11.40 price target as a reflection of steady execution against earnings expectations and a recalibrated view of risk, rather than a radical change in the story.Narrative Update • Dec 18
INF: Future Returns Will Be Driven By Compounding B2B Events Recovery
Analysts have nudged their price target for Informa higher, reflecting a modest uptick in estimated fair value to about $10.93 and a higher future P E multiple, even as they factor in slightly lower revenue growth and profit margin forecasts. Analyst Commentary Recent research updates point to a constructive stance on Informa, with price targets moving higher as analysts refine their views on the group’s recovery trajectory and earnings power.Analysis Article • Dec 08
Revenues Not Telling The Story For Informa plc (LON:INF)
When close to half the companies in the Media industry in the United Kingdom have price-to-sales ratios (or "P/S...Narrative Update • Dec 04
INF: Future Outlook Will Benefit From Compounding Growth In B2B Events
Analysts increased their price target on Informa to about £11.40 from £10.00, reflecting slightly lower long term growth and margin assumptions, offset by a modestly higher valuation multiple that still supports a positive recommendation. Analyst Commentary Recent research points to a more constructive stance on Informa, with the higher price target underpinned by confidence in the company’s ability to execute on its strategy and sustain attractive returns.Narrative Update • Nov 20
INF: Future Outlook Will Reflect Momentum From Compounding Growth Strategies
Informa's analyst price target has increased from £10.83 to £10.91 per share, reflecting analysts' positive outlook following recent price target revisions and continued confidence in the company's growth prospects. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, signaling increased confidence in Informa’s growth trajectory and underlying fundamentals.Analysis Article • Nov 11
We Think Informa (LON:INF) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Nov 06
INF: Future Outlook Will Reflect Earnings Momentum and Competitive Market Risks
Narrative Update: Informa Analyst Price Target Revised Upwards Analysts have increased their price target for Informa by £1.40 to £11.40 per share, citing ongoing business strength and improved forecasts. Analyst Commentary Bullish Takeaways Bullish analysts highlight Informa's sustained earnings momentum and robust financial health as supporting upward price target revisions.Narrative Update • Oct 22
Analysts Lift Informa Fair Value Estimate Following Revenue Growth and Discount Rate Adjustments
Analysts have raised their fair value estimate for Informa from $10.44 to $10.55, citing modest improvements in revenue growth assumptions and a slightly lower discount rate. What's in the News Informa will take part in a visit to the Dubai Air Show (Key Developments) Informa plc has scheduled an Analyst/Investor Day event (Key Developments) Valuation Changes The fair value estimate has risen slightly from $10.44 to $10.55 per share.Narrative Update • Oct 08
Digital Transformation And B2B Events Will Unlock Future Value
Analysts have raised their price target for Informa from $10.28 to $10.44. They cite stronger projected revenue growth, which outweighs slightly lower expected profit margins.Narrative Update • Sep 04
Digital Transformation And B2B Events Will Unlock Future Value
Informa’s valuation outlook remains stable, with negligible changes in both future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of £10.28. What's in the News Interim dividend increased to 7.0p per share (previously 6.4p); DRIP available.
New Narrative • Mar 09
AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors
Informa's strategic focus on high-growth markets and technology investments could enhance revenue, margins, and operational efficiencies.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Informa makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 4,069 | 221 | 9 | 0 |
| 31 Mar 26 | 4,055 | 116 | 9 | 0 |
| 31 Dec 25 | 4,041 | 11 | 9 | 0 |
| 30 Sep 25 | 3,968 | 42 | 10 | 0 |
| 30 Jun 25 | 3,894 | 73 | 10 | 0 |
| 31 Mar 25 | 3,723 | 185 | 10 | 0 |
| 31 Dec 24 | 3,553 | 298 | 10 | 0 |
| 30 Sep 24 | 3,459 | 305 | 8 | 0 |
| 30 Jun 24 | 3,364 | 313 | 6 | 0 |
| 31 Mar 24 | 3,277 | 366 | 6 | 0 |
| 31 Dec 23 | 3,190 | 419 | 6 | 0 |
| 30 Sep 23 | 2,990 | 386 | 5 | 0 |
| 30 Jun 23 | 2,789 | 353 | 4 | 0 |
| 31 Mar 23 | 2,526 | 246 | 4 | 0 |
| 31 Dec 22 | 2,262 | 138 | 4 | 0 |
| 30 Sep 22 | 2,112 | 157 | 4 | 0 |
| 30 Jun 22 | 1,961 | 176 | 4 | 0 |
| 31 Mar 22 | 1,772 | 105 | 4 | 0 |
| 31 Dec 21 | 1,583 | 34 | 4 | 0 |
| 30 Sep 21 | 1,523 | -175 | 3 | 0 |
| 30 Jun 21 | 1,462 | -384 | 3 | 0 |
| 31 Mar 21 | 1,561 | -713 | 3 | 0 |
| 31 Dec 20 | 1,661 | -1,042 | 3 | 0 |
| 30 Sep 20 | 1,979 | -880 | 3 | 0 |
| 30 Jun 20 | 2,297 | -718 | 3 | 0 |
| 31 Mar 20 | 2,594 | -246 | 3 | 0 |
| 31 Dec 19 | 2,890 | 226 | 3 | 0 |
| 30 Sep 19 | 2,855 | 264 | 21 | 0 |
| 30 Jun 19 | 2,820 | 303 | 39 | 0 |
| 31 Mar 19 | 2,595 | 255 | 39 | 0 |
| 31 Dec 18 | 2,370 | 208 | 39 | 0 |
| 30 Sep 18 | 2,084 | 245 | 35 | 0 |
| 30 Jun 18 | 1,799 | 282 | 30 | 0 |
| 31 Mar 18 | 1,778 | 297 | 30 | 0 |
| 31 Dec 17 | 1,757 | 311 | 30 | 0 |
| 30 Sep 17 | 1,685 | 255 | 28 | 0 |
| 30 Jun 17 | 1,612 | 198 | 26 | 0 |
| 31 Mar 17 | 1,479 | 185 | 26 | 0 |
| 31 Dec 16 | 1,345 | 172 | 25 | 0 |
| 30 Sep 16 | 1,293 | 167 | 23 | 0 |
| 30 Jun 16 | 1,241 | 163 | 21 | 0 |
| 31 Mar 16 | 1,227 | 167 | 21 | 0 |
| 31 Dec 15 | 1,212 | 171 | 21 | 0 |
| 30 Sep 15 | 1,199 | 69 | 20 | 0 |
Quality Earnings: INF has a large one-off loss of £189.9M impacting its last 12 months of financial results to 30th June, 2026.
Growing Profit Margin: INF's current net profit margins (5.4%) are higher than last year (1.9%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: INF has become profitable over the past 5 years, growing earnings by 20.1% per year.
Accelerating Growth: INF's earnings growth over the past year (202.9%) exceeds its 5-year average (20.1% per year).
Earnings vs Industry: INF earnings growth over the past year (202.9%) exceeded the Media industry -3.8%.
Return on Equity
High ROE: INF's Return on Equity (4.3%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 01:17 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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
Informa plc is covered by 25 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas Michael Dempsey | Barclays |
| William Larwood | Berenberg |
| Christophe Cherblanc | Bernstein |