Latest news with #OxfordInstruments
Yahoo
05-07-2025
- Business
- Yahoo
Richard Tyson Bought 134% More Shares In Oxford Instruments
Investors who take an interest in Oxford Instruments plc (LON:OXIG) should definitely note that the CEO & Director, Richard Tyson, recently paid UK£19.04 per share to buy UK£151k worth of the stock. That certainly has us anticipating the best, especially since they thusly increased their own holding by 134%, potentially signalling some real optimism. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Notably, that recent purchase by Richard Tyson is the biggest insider purchase of Oxford Instruments shares that we've seen in the last year. That implies that an insider found the current price of UK£20.05 per share to be enticing. That means they have been optimistic about the company in the past, though they may have changed their mind. While we always like to see insider buying, it's less meaningful if the purchases were made at much lower prices, as the opportunity they saw may have passed. In this case we're pleased to report that the insider purchases were made at close to current prices. While Oxford Instruments insiders bought shares during the last year, they didn't sell. The chart below shows insider transactions (by companies and individuals) over the last year. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! Check out our latest analysis for Oxford Instruments There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Many investors like to check how much of a company is owned by insiders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. Insiders own 1.8% of Oxford Instruments shares, worth about UK£20m. This level of insider ownership is good but just short of being particularly stand-out. It certainly does suggest a reasonable degree of alignment. It is good to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. Insiders likely see value in Oxford Instruments shares, given these transactions (along with notable insider ownership of the company). In addition to knowing about insider transactions going on, it's beneficial to identify the risks facing Oxford Instruments. Case in point: We've spotted 2 warning signs for Oxford Instruments you should be aware of. If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. — Investing narratives with Fair Values Suncorp's Next Chapter: Insurance-Only and Ready to Grow By Robbo – Community Contributor Fair Value Estimated: A$22.83 · 0.1% Overvalued Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth By Chris1 – Community Contributor Fair Value Estimated: €14.40 · 0.3% Overvalued Tesla's Nvidia Moment – The AI & Robotics Inflection Point By BlackGoat – Community Contributor Fair Value Estimated: $359.72 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
23-06-2025
- Business
- Yahoo
UK backs quantum with £500m
The UK government will pump over £500m into quantum computing and related technologies – a major show of confidence in a sector seen as critical to the future of the UK economy and its national security. The investment forms part of Labour's broader industrial strategy and follows April's £121m pledge on 'world quantum day'. The new funding package aims to boost R&D, scale advanced quantum infrastructure, and accelerate commercialisation of applications like healthcare or defence. 'Backing our world-class quantum researchers and businesses is an important part of our plan for change', said tech secretary Peter Kyle. The UK is betting big on quantum to not only stimulate high-skilled jobs and private investment, but also to help shore up technological sovereignty in a fast moving global race dominated by the US and increasingly, China. The announcement comes just weeks after British quantum companies Oxford lonics and the quantum division of Oxford Instruments were acquired by American buyers – deals that have reignited fears about the UK's ability to retain control over strategic tech assets. 'Making sovereign quantum computing capacity is important for both national security and economic resilience', claimed Gerald Mullally, interim chief executive at Quantum Oxford Circuits. Some have said that the new funding is also set to prevent such sell-offs, signalling long-term government backing for homegrown scale-ups. 'The global race for quantum computing is reaching prime time', said Richard Murray, chief executive of Orca Computing. 'Several other countries are putting in sizeable commitments – if we're not, we risk losing our head'. Quantum tech can perform calculations far beyond the reach of a classic compute, making it applicable to real-time optimisation of energy grids, drugs discovery or early dementia diagnosis. It has already been tested to improve the tracking of the London underground, and government advisers have said it could save the economy millions, while transforming public services. Yet, quantum remains largely unregulated – unlike AI, which has seen intensifying policy attention in the UK and EU. But as capabilities scale, officials are expected to explore governance and safeguards for national security. Quantum has been placed at the forefront of the government's ambition to level up regional innovation clusters, with the UK boasting the second-largest quantum startup ecosystem globally, behind just the US, with hubs in Oxford, Bristol and Glasgow. The department of science, innovation and technology claimed these hubs were critical to translating 'deep science into deep growth'. 'Quantum is much more of a game changer for humanity as AI or the internet', claimed Tom Grinyer, chief executive of the Institute of Physics. 'We cannot let our advantage slip'. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-06-2025
- Business
- Yahoo
Oxford Instruments Full Year 2025 Earnings: EPS Misses Expectations
Revenue: UK£500.6m (up 6.4% from FY 2024). Net income: UK£26.0m (down 49% from FY 2024). Profit margin: 5.2% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. EPS: UK£0.45 (down from UK£0.88 in FY 2024). AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 56%. The primary driver behind last 12 months revenue was the Imaging & Analysis segment contributing a total revenue of UK£330.5m (66% of total revenue). The largest operating expense was General & Administrative costs, amounting to UK£98.4m (42% of total expenses). Explore how OXIG's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Electronic industry in the United Kingdom. Performance of the British Electronic industry. The company's share price is broadly unchanged from a week ago. Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Oxford Instruments that you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
14-06-2025
- Business
- Yahoo
Oxford Instruments PLC (OXINF) (FY 2025) Earnings Call Highlights: Strong Revenue Growth and ...
Revenue Growth: 6.5% increase, particularly strong in the second half. Group Margin: Improved to 17.8% at constant currency. Semiconductor Growth: Strong double-digit growth. Cash Conversion: Rebounded to 89% from a low prior year result. Adjusted Operating Profit: Nearly 11% growth. Imaging and Analysis Margin: Improved by 60 basis points to 24.7%. Advanced Technologies Margin Improvement: 360 basis points increase. Nanoscience Sale: Sold for GBP60 million, expected to improve group margin by 190 basis points. Free Cash Flow: Nearly GBP32 million, up from GBP13.5 million last year. CapEx Expectation for FY26: Around GBP10 million to GBP12 million. Dividend Growth: Increased in a material and sustainable way. Share Buyback Program: GBP50 million announced. R&D Investment: GBP41 million, 8.2% of revenue. Order Book Visibility: Robust with orders up and backlog in line with historical norms. Warning! GuruFocus has detected 1 Warning Sign with OXINF. Release Date: June 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Oxford Instruments PLC (OXINF) reported a strong year with 6.5% revenue growth and nearly 11% growth in adjusted operating profit. The company announced the sale of its quantum-focused nanoscience business for GBP60 million, which is expected to positively impact group margins by around 190 basis points. The company achieved a significant uplift in group margin to 17.8% at constant currency, with strong double-digit growth in the semiconductor sector. Oxford Instruments PLC (OXINF) has simplified its structure, creating two new divisions, which allows for more focused investment in areas with better value creation potential. The company has a robust order book, providing good visibility for the year ahead, with orders up and order backlog in line with historical norms. There was continued weakness in the healthcare and life sciences sectors, with no recovery seen in the second half of the year. The company faced a nearly GBP19 million fall in revenues from China due to changes in the export licensing regime. Oxford Instruments PLC (OXINF) experienced significant currency headwinds, particularly affecting US-denominated revenues. The company took an impairment charge of around GBP26 million related to its Belfast-based imaging business, which faced operational challenges. There is continued uncertainty in the US academic sector, which represents a significant portion of the company's revenues, due to federal budget uncertainties. Q: Can you provide more detail on the momentum with commercial customers in the healthcare and life science sector? A: Richard Tyson, CEO: There are several moving parts in healthcare and life science. We are not calling it an uptick yet, but it is pleasing that it has stabilized and returned to a positive book-to-bill ratio. We are not assuming a big improvement for the year ahead but expect to improve profitability based on actions taken in Belfast. Q: How are you ensuring that pruning the portfolio does not affect the trickle-down of high-level research into more profitable products? A: Richard Tyson, CEO: We are retrenching and moving more into partnerships. The core technology is loved by customers, and OEMs want to partner with us. This strategy allows us to focus on products with more volume potential and reduces the drag on engineering resources. Q: Why sell the nanoscience business now rather than wait for more growth? A: Richard Tyson, CEO: The decision was based on the business's historical performance and future potential. We saw limited margin improvement and growth over the next five years. The inbound interest and market check indicated we got full value for it, and we are happy with the sale. Q: Why is Oxford Instruments outperforming the semiconductor market? A: Richard Tyson, CEO: The compound semiconductor business is driving growth, supported by hyperscale data centers, quantum activity, and next-gen power chips. On the silicon side, our detector business benefits from supply chain relocations and new product launches. Our regional sales efforts also contribute to this growth. Q: How does the M&A pipeline look, and what are your thoughts on buybacks if M&A is quieter? A: Richard Tyson, CEO: We have refreshed the M&A pipeline and are looking at a range of targets. We are not looking to turn things around but seek quality businesses that fit our model. Regarding buybacks, we are starting a GBP50 million program and will consider further buybacks if M&A does not progress. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
14-06-2025
- Business
- Yahoo
Oxford Instruments PLC (OXINF) (FY 2025) Earnings Call Highlights: Strong Revenue Growth and ...
Revenue Growth: 6.5% increase, particularly strong in the second half. Group Margin: Improved to 17.8% at constant currency. Semiconductor Growth: Strong double-digit growth. Cash Conversion: Rebounded to 89% from a low prior year result. Adjusted Operating Profit: Nearly 11% growth. Imaging and Analysis Margin: Improved by 60 basis points to 24.7%. Advanced Technologies Margin Improvement: 360 basis points increase. Nanoscience Sale: Sold for GBP60 million, expected to improve group margin by 190 basis points. Free Cash Flow: Nearly GBP32 million, up from GBP13.5 million last year. CapEx Expectation for FY26: Around GBP10 million to GBP12 million. Dividend Growth: Increased in a material and sustainable way. Share Buyback Program: GBP50 million announced. R&D Investment: GBP41 million, 8.2% of revenue. Order Book Visibility: Robust with orders up and backlog in line with historical norms. Warning! GuruFocus has detected 1 Warning Sign with OXINF. Release Date: June 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Oxford Instruments PLC (OXINF) reported a strong year with 6.5% revenue growth and nearly 11% growth in adjusted operating profit. The company announced the sale of its quantum-focused nanoscience business for GBP60 million, which is expected to positively impact group margins by around 190 basis points. The company achieved a significant uplift in group margin to 17.8% at constant currency, with strong double-digit growth in the semiconductor sector. Oxford Instruments PLC (OXINF) has simplified its structure, creating two new divisions, which allows for more focused investment in areas with better value creation potential. The company has a robust order book, providing good visibility for the year ahead, with orders up and order backlog in line with historical norms. There was continued weakness in the healthcare and life sciences sectors, with no recovery seen in the second half of the year. The company faced a nearly GBP19 million fall in revenues from China due to changes in the export licensing regime. Oxford Instruments PLC (OXINF) experienced significant currency headwinds, particularly affecting US-denominated revenues. The company took an impairment charge of around GBP26 million related to its Belfast-based imaging business, which faced operational challenges. There is continued uncertainty in the US academic sector, which represents a significant portion of the company's revenues, due to federal budget uncertainties. Q: Can you provide more detail on the momentum with commercial customers in the healthcare and life science sector? A: Richard Tyson, CEO: There are several moving parts in healthcare and life science. We are not calling it an uptick yet, but it is pleasing that it has stabilized and returned to a positive book-to-bill ratio. We are not assuming a big improvement for the year ahead but expect to improve profitability based on actions taken in Belfast. Q: How are you ensuring that pruning the portfolio does not affect the trickle-down of high-level research into more profitable products? A: Richard Tyson, CEO: We are retrenching and moving more into partnerships. The core technology is loved by customers, and OEMs want to partner with us. This strategy allows us to focus on products with more volume potential and reduces the drag on engineering resources. Q: Why sell the nanoscience business now rather than wait for more growth? A: Richard Tyson, CEO: The decision was based on the business's historical performance and future potential. We saw limited margin improvement and growth over the next five years. The inbound interest and market check indicated we got full value for it, and we are happy with the sale. Q: Why is Oxford Instruments outperforming the semiconductor market? A: Richard Tyson, CEO: The compound semiconductor business is driving growth, supported by hyperscale data centers, quantum activity, and next-gen power chips. On the silicon side, our detector business benefits from supply chain relocations and new product launches. Our regional sales efforts also contribute to this growth. Q: How does the M&A pipeline look, and what are your thoughts on buybacks if M&A is quieter? A: Richard Tyson, CEO: We have refreshed the M&A pipeline and are looking at a range of targets. We are not looking to turn things around but seek quality businesses that fit our model. Regarding buybacks, we are starting a GBP50 million program and will consider further buybacks if M&A does not progress. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
