Gooch & Housego PLC

AIM:GHH Stock Report

Market Cap: UK£279.2m

Gooch & Housego Management

Management criteria checks 4/4

Gooch & Housego's CEO is Charlie Peppiatt, appointed in Sep 2022, has a tenure of 3.75 years. total yearly compensation is £558.00K, comprised of 72.2% salary and 27.8% bonuses, including company stock and options. directly owns 0.2% of the company’s shares, worth £548.26K. The average tenure of the management team and the board of directors is 2.4 years and 3.8 years respectively.

Key information

Charlie Peppiatt

Chief executive officer

UK£558.0k

Total compensation

CEO salary percentage72.22%
CEO tenure3.8yrs
CEO ownership0.2%
Management average tenure2.4yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

Narrative Update Jun 05

GHH: Higher Margin Outlook Will Support Stronger Future P/E Re-Rating

Analysts have lifted their price target for Gooch & Housego from £8.97 to £10.93, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E as the key drivers of the new view. What's in the News No recent news stories, periodical coverage or key developments were identified for Gooch & Housego based on the sources provided.
New Narrative Jun 02

Record Order Book And Defense Programs Will Support Multi Year Margin Expansion

Catalysts About Gooch & Housego Gooch & Housego is a photonics technology company supplying optical components and systems into industrial, aerospace and defense, and life sciences markets. What are the underlying business or industry changes driving this perspective?
Analysis Article May 27

Is It Time To Consider Buying Gooch & Housego PLC (LON:GHH)?

Gooch & Housego PLC ( LON:GHH ), might not be a large cap stock, but it saw a significant share price rise of 45% in...
Narrative Update May 11

GHH: Steady Assumptions Will Shape Balanced Outlook For Margins And Future P/E

Analysts have kept their £8.97 price target for Gooch & Housego unchanged, citing largely consistent assumptions on fair value, revenue, profit margins and forward P/E, with only modest technical adjustments to the discount rate and future valuation inputs. Valuation Changes Fair Value: £8.97 target remains unchanged, reflecting consistent assumptions on overall valuation.
Narrative Update Apr 27

GHH: Updated Assumptions Will Shape Balanced Outlook For Margins And Future P/E

Analysts have lifted their price target for Gooch & Housego by £0.50 to £8.97, citing updated assumptions for revenue growth, profit margins and future P/E as key drivers of the revised valuation. Valuation Changes Fair Value: updated from £8.47 to £8.97, representing a modest uplift in the central valuation estimate.
Narrative Update Apr 11

GHH: Stable Assumptions And Subtle P/E Refinements Will Shape Balanced Outlook

Analysts have adjusted their price target on Gooch & Housego to £8.47. The updated view reflects only marginal tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E, rather than a shift in the overall valuation narrative.
Narrative Update Mar 28

GHH: Stable Assumptions And P/E Fine Tuning Will Support Bullish Outlook

Analysts have made a small adjustment to their price target for Gooch & Housego, keeping fair value at £8.47 while fine tuning assumptions around discount rate, revenue growth, profit margins and future P/E to reflect updated modelling rather than any clear shift in the investment case. Valuation Changes Fair Value: Maintained at £8.47, so the headline valuation output is unchanged.
Narrative Update Mar 14

GHH: Higher Fair Value And P/E Assumptions Will Support Bullish Outlook

Analysts have lifted their price target for Gooch & Housego to £8.47 from £8.05, reflecting small tweaks to fair value assumptions, discount rate, profit margin and future P/E that modestly increase their assessed upside for the shares. Valuation Changes Fair Value: revised from £8.05 to £8.47, a small upward adjustment in the estimated share value.
Narrative Update Feb 28

GHH: New CFO Appointment Will Support Balanced Outlook At Current Fair Value

Analysts have raised their price target for Gooch & Housego to £8.05 from £7.33, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E as the main factors behind the change. What's in the News Gooch & Housego appointed James Corte as Chief Financial Officer, bringing experience across defence, industrial and telecoms sectors.
New Narrative Feb 28

Aerospace And Defense Dependence And Supply Risks Will Undermine Long Term Earnings Potential

Catalysts About Gooch & Housego Gooch & Housego is a photonics company that supplies optical components, modules and systems across industrial, aerospace and defense, and life sciences markets. What are the underlying business or industry changes driving this perspective?
Analysis Article Feb 03

Calculating The Fair Value Of Gooch & Housego PLC (LON:GHH)

Key Insights Gooch & Housego's estimated fair value is UK£7.01 based on 2 Stage Free Cash Flow to Equity Gooch...
Analysis Article Jan 08

Gooch & Housego (LON:GHH) Has Affirmed Its Dividend Of £0.083

Gooch & Housego PLC's ( LON:GHH ) investors are due to receive a payment of £0.083 per share on 6th of March. This...
Analysis Article Dec 20

Market Participants Recognise Gooch & Housego PLC's (LON:GHH) Earnings Pushing Shares 25% Higher

Gooch & Housego PLC ( LON:GHH ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Dec 19

Gooch & Housego (LON:GHH) Is Due To Pay A Dividend Of £0.083

Gooch & Housego PLC's ( LON:GHH ) investors are due to receive a payment of £0.083 per share on 6th of March. The...
Analysis Article Dec 05

Gooch & Housego (LON:GHH) Is Due To Pay A Dividend Of £0.083

The board of Gooch & Housego PLC ( LON:GHH ) has announced that it will pay a dividend of £0.083 per share on the 6th...
Analysis Article Sep 26

Gooch & Housego PLC's (LON:GHH) Intrinsic Value Is Potentially 90% Above Its Share Price

Key Insights Gooch & Housego's estimated fair value is UK£10.86 based on 2 Stage Free Cash Flow to Equity Gooch...
Analysis Article Sep 04

Is Gooch & Housego (LON:GHH) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Jun 10

Gooch & Housego PLC's (LON:GHH) P/E Is Still On The Mark Following 35% Share Price Bounce

The Gooch & Housego PLC ( LON:GHH ) share price has done very well over the last month, posting an excellent gain of...
Analysis Article May 05

Gooch & Housego PLC's (LON:GHH) Intrinsic Value Is Potentially 75% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Gooch & Housego fair value estimate is UK£7.20 Gooch & Housego...
Analysis Article Apr 04

Investors Still Waiting For A Pull Back In Gooch & Housego PLC (LON:GHH)

Gooch & Housego PLC's ( LON:GHH ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell...
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New Narrative Jan 22

Acquisition Of Phoenix Optical Will Strengthen Aerospace And Defense Segment

Strategic acquisitions and focus on higher-margin sectors aim to increase efficiency, positively impacting revenue and net margins.
Analysis Article Jan 08

Gooch & Housego (LON:GHH) Is Increasing Its Dividend To £0.083

Gooch & Housego PLC ( LON:GHH ) has announced that it will be increasing its periodic dividend on the 28th of February...
Analysis Article Dec 11

There May Be Reason For Hope In Gooch & Housego's (LON:GHH) Disappointing Earnings

Gooch & Housego PLC's ( LON:GHH ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Analysis Article Dec 06

Gooch & Housego's (LON:GHH) Shareholders Will Receive A Bigger Dividend Than Last Year

Gooch & Housego PLC ( LON:GHH ) will increase its dividend on the 28th of February to £0.083, which is 1.2% higher than...
Analysis Article Nov 06

Improved Revenues Required Before Gooch & Housego PLC (LON:GHH) Stock's 25% Jump Looks Justified

Gooch & Housego PLC ( LON:GHH ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Feb 29

Gooch & Housego PLC's (LON:GHH) Share Price Is Still Matching Investor Opinion Despite 26% Slump

Gooch & Housego PLC ( LON:GHH ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
Analysis Article Jan 22

Gooch & Housego's (LON:GHH) Earnings May Just Be The Starting Point

Investors were underwhelmed by the solid earnings posted by Gooch & Housego PLC ( LON:GHH ) recently. We did some...
Analysis Article Jun 09

Gooch & Housego (LON:GHH) Has Announced That It Will Be Increasing Its Dividend To £0.048

The board of Gooch & Housego PLC ( LON:GHH ) has announced that it will be increasing its dividend by 2.1% on the 28th...

CEO Compensation Analysis

How has Charlie Peppiatt's remuneration changed compared to Gooch & Housego's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

UK£4m

Dec 31 2025n/an/a

UK£4m

Sep 30 2025UK£558kUK£403k

UK£4m

Jun 30 2025n/an/a

UK£4m

Mar 31 2025n/an/a

UK£5m

Dec 31 2024n/an/a

UK£4m

Sep 30 2024UK£495kUK£414k

UK£3m

Jun 30 2024n/an/a

UK£3m

Mar 31 2024n/an/a

UK£2m

Dec 31 2023n/an/a

UK£3m

Sep 30 2023UK£680kUK£405k

UK£5m

Jun 30 2023n/an/a

UK£2m

Mar 31 2023n/an/a

-UK£817k

Dec 31 2022n/an/a

-UK£1m

Sep 30 2022UK£445kUK£21k

-UK£2m

Compensation vs Market: Charlie's total compensation ($USD748.17K) is below average for companies of similar size in the UK market ($USD1.20M).

Compensation vs Earnings: Charlie's compensation has been consistent with company performance over the past year.


CEO

Charlie Peppiatt (56 yo)

3.8yrs
Tenure
UK£558,000
Compensation

Mr. Charles St. John Stewart Peppiatt, also known as Charlie, serves as Chief Executive Officer and Director of Gooch & Housego PLC since September 14, 2022. He joined Gooch & Housego PLC in September 2022...


Leadership Team

NamePositionTenureCompensationOwnership
Charles St. John Peppiatt
CEO & Director3.8yrsUK£558.00k0.20%
£ 548.3k
James Corte
CFO, Company Secretary & Executive Directorless than a yearno datano data
Andy Back
Group Global Head of Quality & Complianceno datano datano data
Melinda Chudleigh
Chief People Officer3.4yrsno datano data
Efstratios Kehayas
President of Photonics Divisionno datano datano data
Bryan Bothwell
Executive Vice President of Life Sciences2.4yrsno datano data
Jamie Pindard
Executive Vice President of Optical Systems1.4yrsno datano data
2.4yrs
Average Tenure

Experienced Management: GHH's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Charles St. John Peppiatt
CEO & Director3.8yrsUK£558.00k0.20%
£ 548.3k
James Corte
CFO, Company Secretary & Executive Directorless than a yearno datano data
James Haynes
Independent Non-Executive Director5.3yrsUK£51.00k0.0091%
£ 25.5k
Gary Bullard
Independent Non-Executive Chairman8.3yrsUK£92.00k0.22%
£ 603.9k
Susan Jane Searle
Independent Non-Executive Director3.2yrsUK£51.00k0.0099%
£ 27.5k
Louise Evans
Senior Independent Director6.1yrsUK£51.00k0.0052%
£ 14.5k
Serena Lang
Independent Non-Executive Directorno datano datano data
3.8yrs
Average Tenure
56yo
Average Age

Experienced Board: GHH's board of directors are considered experienced (3.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/15 14:06
End of Day Share Price 2026/06/15 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

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

Gooch & Housego PLC is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David BuxtonCavendish
Thomas ElgarDeutsche Bank
Scott CagehinInvestec Bank plc (UK)