GB Group (LON:GBG) Announces Quarterly Earnings Results

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

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%

GB Group stock opened at GBX 246.50 on Tuesday. The company has a current ratio of 1.07, a quick ratio of 0.74 and a debt-to-equity ratio of 16.35. The stock’s fifty day simple moving average is GBX 213.28 and its 200-day simple moving average is GBX 224.43. The firm has a market capitalization of £571.79 million, a P/E ratio of 68.47, a P/E/G ratio of 173.40 and a beta of 0.00. GB Group has a twelve month low of GBX 185.05 and a twelve month high of GBX 285.

Analyst Ratings Changes

Several brokerages have recently commented on GBG. Stifel Nicolaus restated a “hold” rating and issued a GBX 265 target price on shares of GB Group in a research note on Wednesday, April 22nd. Berenberg Bank restated a “buy” rating and issued a GBX 290 target price on shares of GB Group in a research note on Thursday, April 23rd. Shore Capital Group reaffirmed a “buy” rating on shares of GB Group in a research report on Wednesday, April 22nd. Finally, Canaccord Genuity Group reaffirmed a “buy” rating and set a GBX 400 price target on shares of GB Group in a research report on Wednesday, April 22nd. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, GB Group currently has an average 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.