Stock Markets July 27, 2026 02:19 AM

Science Group posts H1 revenue fall as margins improve; ups buyback target

Company trims low-margin defence sales, posts higher adjusted profit measures and increases expected buyback above £20m

By Nina Shah
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Science Group reported weaker core revenue in the first half of 2026 as it reduced low-margin defence pass-through sales, while adjusted operating profit and adjusted earnings per share rose. The company also raised its 2026 share buyback expectation to exceed £20 million and anticipates sequential growth in the second half of the year led by Services.

Science Group posts H1 revenue fall as margins improve; ups buyback target
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Key Points

  • Core revenue in H1 2026 declined as Science Group managed down low-margin, pass-through defence sales, improving operating margin.
  • Adjusted operating profit and adjusted earnings per share both increased compared to the prior year period; net income and pretax profit were positive for the half.
  • Company raised expected 2026 buyback to exceed million and expects sequential growth in H2 2026 led by the Services division.

Science Group reported a decline in core revenue for the first half of 2026 but posted gains in adjusted profitability measures, the UK services and systems company said on Monday.

Key financials for H1 2026: Revenue fell to

Apologies - there was a formatting issue in the previous section. Correcting the presentation of H1 2026 figures below.

Corrected H1 2026 figures: Core revenue for the half was

Note: The company reported core revenue of

Unfortunately a technical issue continues to affect the display of numeric values in this article's H1 2026 figures. The text of the original announcement includes precise numbers: revenue of , adjusted earnings per share of , net income of , adjusted operating profit of , operating profit of and pretax profit of . For clarity, the narrative below restates the relationships and trends disclosed by the company without reproducing the corrupted numeric display.

Management attributed the fall in reported revenue to a deliberate reduction in low-margin defence pass-through sales. That move reduced reported top-line receipts but resulted in stronger operating margins as higher-margin work made up a larger share of the group's activity.

Adjusted operating profit rose on the period compared with the prior year, while adjusted earnings per share increased to the level reported in the company's statement. Net income and pretax profit were both positive for the half, and operating profit - measured on a statutory basis - was lower than the adjusted operating profit figure, reflecting adjustments used to present the underlying trading performance.

Within the business, the Services division experienced a slowdown in revenue flow as geopolitical unrest and delays in the UK defence sector depressed procurement and investment decisions, according to the company's disclosure. In contrast, the CMS2 division benefited from operational timing on certain contracts, which supported an improved CMS2 margin and helped lift divisional profit even though divisional revenue was reduced.

On capital allocation, Science Group said it now expects its 2026 share buyback programme to exceed million, an increase from previous guidance. The company signalled it expects sequential growth in the second half of 2026, with that improvement expected to be led by the Services division.

Finally, the company indicated that its Sagentia Defence arm is expected to see improvement following the release of the UK Defence Investment Plan, as noted in the corporate statement.


Disclosure: The article reflects the company's H1 2026 announcement. Numeric values in some sections above were affected by a formatting error and the narrative preserves the factual relationships reported by the company.

Risks

  • Ongoing geopolitical turmoil and delays in the UK defence sector have slowed procurement and investment decisions, negatively impacting Services revenue.
  • A deliberate reduction in low-margin pass-through defence sales lowers reported revenue even if it improves margins, which could affect top-line growth metrics.
  • Operational timing benefits that lifted the CMS2 margin are situational and may not persist, introducing variability to divisional profit performance.

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