GB Group (LON:GBG) Releases Earnings Results

GB Group (LON:GBG) released its earnings results on Tuesday. The company reported GBX 19.20 EPS for the quarter, Digital Look Earnings reports. GB Group had a net margin of 3.22% and a return on equity of 1.53%. The firm had revenue of £285.04 million during the quarter.

Here are the key takeaways from GB Group’s conference call:

• GBG delivered FY 2026 results in line with guidance, with revenue of £285 million, 3.2% constant-currency growth, and adjusted operating profit of £67.5 million. Management said the second half accelerated, with core segments growing 5.7%.
• The company said it achieved all five of its second-half priorities, including a return to growth in the Americas, more than 100 GBG Go wins for the year, and £56 million returned to shareholders. It also highlighted continued progress from its new global operating model.
• Management raised its medium-term ambition to 7%–9% revenue growth and above 24% margin, citing momentum in identity, location, and GBG Go. For FY 2027, it guided to mid-single-digit revenue growth with margins temporarily lower due to a £6 million one-off investment.
• The Americas business showed meaningful improvement, with new business up 3x year on year, activation 50% faster, and Q4 returning to growth. GBG also said a new strategic partnership with Equifax should strengthen its U.S. data advantage and support pricing power.
• GBG Go and related AI products were presented as the main growth engines, with early traction including the Uber win, a pipeline of 225+ qualified leads, and the launch of Foresight and GBG for Agents. Management framed these products as enabling higher retention, more cross-sell, and future platform retirements.

GB Group Stock Up 4.2%

Shares of LON GBG opened at GBX 246.50 on Tuesday. The firm has a market capitalization of £571.79 million, a PE ratio of 68.47, a price-to-earnings-growth ratio of 173.40 and a beta of 0.00. The company has a current ratio of 1.07, a quick ratio of 0.74 and a debt-to-equity ratio of 16.35. GB Group has a 1 year low of GBX 185.05 and a 1 year high of GBX 285. The firm’s 50-day moving average is GBX 213.28 and its 200-day moving average is GBX 224.43.

Wall Street Analysts Forecast Growth

GBG has been the subject of several research analyst reports. Berenberg Bank reissued a “buy” rating and issued a GBX 290 target price on shares of GB Group in a research report on Thursday, April 23rd. Canaccord Genuity Group reissued a “buy” rating and set a GBX 400 target price on shares of GB Group in a research note on Wednesday, April 22nd. Shore Capital Group restated a “buy” rating on shares of GB Group in a report on Wednesday, April 22nd. Finally, Stifel Nicolaus restated a “hold” rating and set a GBX 265 price target on shares of GB Group in a research note on Wednesday, April 22nd. Four analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of GBX 329.

About GB Group

GBG is a global identity technology business, enabling safe and rewarding digital lives for genuine people, everywhere.

For over 30 years, we have combined global data with our innovative technology to make sure that genuine people everywhere can digitally prove who they are and where they live.

We are an essential ingredient that protects against digital crime, strengthens business resilience and drives responsible growth, at scale, across a diverse range of sectors. Today, our team of over 1,100 people serve more than 20,000 customers globally.