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MJ Gleeson
MJ Gleeson (GLE) investor relations material
MJ Gleeson H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary12 Feb, 2026
Executive summary
Delivered robust performance in a subdued market, with 848 homes completed or sold, up 5.9% year-over-year, and a 9% increase in net reservation rate; revenue for Gleeson Homes up 7.7% to £168.6m.
Project Transform operational restructure completed its second phase, targeting cost savings, margin improvement, and improved efficiency.
Gleeson Land completed three site sales, submitted a record 15 planning applications, and secured new promotion agreements.
Forward order book for Homes grew 64% to 978 plots, supported by new partnership agreements.
Financial highlights
Group revenue rose 9.6% year-over-year to £173.1m; operating profit before exceptionals fell 17.6% to £4.2m.
Profit before tax was £2.0m, excluding £300,000 of exceptional costs; basic EPS dropped 43.8% to 2.7p.
Gleeson Homes gross margin on unit sales at 19.8%, down from 20.6%; gross profit per home sold at £39.4k.
Overheads increased by £3.4m, driven by pay inflation, higher National Insurance, and IT investment.
Net debt increased to £22.5m, with cash outflows from higher inventories and investment in new sites.
Interim dividend maintained at 4.0p per share.
Outlook and guidance
Open market sales rate improved but remains below last year; further improvement and sustainability needed.
Margins remain under pressure as build cost inflation outpaces selling price increases; incentives remain high at 4.5%.
Guidance for the year is achievable but subject to market conditions; full-year update in April 2026.
Full-year outlook depends on a strong Spring selling season and further recovery in demand.
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Frequently asked questions
MJ Gleeson plc is a UK-based company specializing in low-cost house building and land promotion. Operating through two primary divisions, Gleeson Homes and Gleeson Land, the company focuses on house building in the north of England and Midlands, and the sale of land in the south of England. Gleeson Homes is dedicated to the construction of residential properties, aiming to address the demand for affordable housing. Meanwhile, Gleeson Land is involved in promoting land through the planning system, capitalizing on strategic land development opportunities. The company is headquartered in Sheffield, England, and its shares are listed on the London Stock Exchange.
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