GB Group (LON:GBG) Posts Quarterly Earnings Results

GB Group (LON:GBG) announced its quarterly earnings data on Tuesday. The company reported GBX 19.20 earnings per share for the quarter, Digital Look Earnings reports. GB Group had a return on equity of 1.53% and a net margin of 3.22%.The company had revenue of £285.04 million for 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 GBG stock opened at GBX 246.50 on Tuesday. GB Group has a 1 year low of GBX 185.05 and a 1 year high of GBX 285. The company has a debt-to-equity ratio of 16.35, a quick ratio of 0.74 and a current ratio of 1.07. The business’s fifty day moving average is GBX 213.28 and its 200-day moving average is GBX 224.43. The stock has a market cap 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.

Analyst Upgrades and Downgrades

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

GB Group Company Profile

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.