Johnson Matthey Plc

LSE:JMAT Aktierapport

Börsvärde: UK£3.4b

Johnson Matthey Framtida tillväxt

Future kriterier kontrolleras 3/6

Johnson Matthey s intäkter förväntas minska med 61.5% per år medan dess årliga intäkter förväntas växa med 31% per år. EPS förväntas tillväxt med 36.6% per år. Avkastningen på eget kapital förväntas bli 12.7% om 3 år.

Viktig information

31.0%

Tillväxttakt i vinsten

36.64%

Tillväxttakt för EPS

Chemicals vinsttillväxt31.8%
Intäkternas tillväxttakt-61.5%
Framtida avkastning på eget kapital12.70%
Bevakning av analytiker

Low

Senast uppdaterad11 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse Jun 02

JMAT: Future Returns Will Reflect Mixed Execution Risks And Reset Expectations

Analysts have nudged their fair value estimate for Johnson Matthey higher to £22.10 from £21.13, reflecting recent price target adjustments including a raised £2,400 target from Deutsche Bank and a trimmed target from Berenberg. Analyst Commentary Recent research updates show a mixed but engaged view on Johnson Matthey, with bullish analysts lifting targets while more cautious voices trim theirs.
Uppdatering av berättelse May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Uppdatering av berättelse Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Uppdatering av berättelse Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Uppdatering av berättelse Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Uppdatering av berättelse Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Uppdatering av berättelse Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.
Uppdatering av berättelse Feb 18

JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing

Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.
Uppdatering av berättelse Feb 04

JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook

Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.
Analysartikel Jan 27

We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Uppdatering av berättelse Jan 21

JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook

Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.
Uppdatering av berättelse Jan 06

JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares

Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.
Uppdatering av berättelse Dec 23

JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing

The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.
Analysartikel Dec 14

Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...
Uppdatering av berättelse Dec 09

JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins

Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.
Uppdatering av berättelse Nov 25

JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings

Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.
Analysartikel Nov 14

What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...
Uppdatering av berättelse Nov 07

JMAT: Cautious Optimism Will Persist After Price Target Increases

Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.
Uppdatering av berättelse Oct 24

Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year

Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.
Analysartikel Oct 12

Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Uppdatering av berättelse Oct 10

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.
Analysartikel Sep 24

Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysartikel Aug 12

Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?

Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...
Analysartikel Jul 28

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...
Analysartikel Jun 29

Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Jun 13

Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market

The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...
Analysartikel May 25

Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55

The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...
Analysartikel Mar 31

Is There An Opportunity With Johnson Matthey Plc's (LON:JMAT) 50% Undervaluation?

Key Insights The projected fair value for Johnson Matthey is UK£27.21 based on 2 Stage Free Cash Flow to Equity Johnson...
Analysartikel Mar 13

Is Now An Opportune Moment To Examine Johnson Matthey Plc (LON:JMAT)?

Johnson Matthey Plc ( LON:JMAT ), is not the largest company out there, but it saw a decent share price growth of 11...
Analysartikel Feb 21

Johnson Matthey Plc's (LON:JMAT) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 4.6x Johnson Matthey Plc ( LON:JMAT ) may be sending very bullish signals...
User avatar
Ny berättelse Dec 27

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.
Analysartikel Nov 29

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Analysartikel Nov 08

Getting In Cheap On Johnson Matthey Plc (LON:JMAT) Might Be Difficult

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysartikel Oct 15

Estimating The Intrinsic Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights Johnson Matthey's estimated fair value is UK£16.48 based on 2 Stage Free Cash Flow to Equity Johnson...
Analysartikel Aug 05

Johnson Matthey Plc's (LON:JMAT) Popularity With Investors Is Clear

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysartikel Jul 18

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£16.95?

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Analysartikel Jul 02

Johnson Matthey Plc (LON:JMAT) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Johnson Matthey is UK£30.32 based on 2 Stage Free Cash Flow to Equity Current...
Analysartikel Jun 15

Investors Can Find Comfort In Johnson Matthey's (LON:JMAT) Earnings Quality

The market for Johnson Matthey Plc's ( LON:JMAT ) shares didn't move much after it posted weak earnings recently. We...
Analysartikel May 25

Here's Why Johnson Matthey (LON:JMAT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Apr 16

Market Participants Recognise Johnson Matthey Plc's (LON:JMAT) Earnings

With a price-to-earnings (or "P/E") ratio of 18.6x Johnson Matthey Plc ( LON:JMAT ) may be sending bearish signals at...
Analysartikel Mar 01

A Look At The Fair Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights The projected fair value for Johnson Matthey is UK£18.16 based on 2 Stage Free Cash Flow to Equity Current...
Analysartikel Feb 18

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it saw a decent share price...
Analysartikel Jan 07

Be Wary Of Johnson Matthey (LON:JMAT) And Its Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Analysartikel Dec 24

What You Can Learn From Johnson Matthey Plc's (LON:JMAT) P/E

Johnson Matthey Plc's ( LON:JMAT ) price-to-earnings (or "P/E") ratio of 17.5x might make it look like a sell right now...

Prognoser för vinst- och omsättningstillväxt

LSE:JMAT - Analytikernas framtida uppskattningar och tidigare finansiella data (GBP Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
3/31/20292,6772533705163
3/31/20282,6192393715094
3/31/20272,6224612654504
3/31/202612,573-91226465N/A
12/31/202512,307-73194515N/A
9/30/202511,718-91197564N/A
6/30/202511,696141103473N/A
3/31/202511,6743738381N/A
12/31/202411,48641517358N/A
9/30/202411,621493-11334N/A
6/30/202412,232301107463N/A
3/31/202412,843108224592N/A
12/31/202313,490143135487N/A
9/30/202314,13617745382N/A
6/30/202314,53522110337N/A
3/31/202314,933264-25291N/A
12/31/202214,892277-46315N/A
9/30/202214,850290-68338N/A
6/30/202215,43820342472N/A
3/31/202216,025116152605N/A
9/30/202116,959146309699N/A
6/30/202116,197170349734N/A
3/31/202115,435194388769N/A
12/31/202015,2061545971,004N/A
9/30/202014,7381038051,239N/A
6/30/202014,658179480919N/A
3/31/202014,577255155598N/A
12/31/201913,587320N/A431N/A
9/30/201912,596385N/A263N/A
6/30/201911,671399N/A299N/A
3/31/201910,745413N/A334N/A
12/31/20189,754373N/A312N/A
9/30/20188,763333N/A290N/A
6/30/20189,519316N/A338N/A
3/31/201810,274298N/A386N/A
12/31/201711,579338N/A397N/A
9/30/201712,884377N/A407N/A
6/30/201712,458382N/A465N/A
3/31/201712,031386N/A523N/A
12/31/201611,307308N/A484N/A
9/30/201610,584231N/A445N/A
6/30/201610,649282N/A656N/A
3/31/201610,714333N/A867N/A
12/31/201510,864434N/A687N/A
9/30/201511,015535N/A508N/A
6/30/201510,537482N/A317N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: JMAT förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.4% ).

Resultat vs marknad: JMAT förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: JMAT förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: JMAT s intäkter förväntas minska under de kommande 3 åren ( -61.5% per år).

Hög tillväxtintäkter: JMAT s intäkter förväntas minska under de kommande 3 åren ( -61.5% per år).


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: JMAT s avkastning på eget kapital förväntas bli låg om 3 år ( 12.7 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/11 12:27
Aktiekurs vid dagens slut2026/06/11 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Johnson Matthey Plc bevakas av 30 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Sebastian BrayBerenberg
Gunther ZechmannBernstein
Laurent FavreBNP Paribas