Essentra PLC
ESNT.L is a manufacturer of industrial machinery and equipment, primarily generating revenue through the sale and servicing of its products in the industrial goods sector.
Business. ESNT.L is an industrial machinery and equipment company operating within the Industrial Goods sector. The firm generates revenue primarily through the sale of products. It is listed on the London Stock Exchange under the ticker ESNT.L. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available.
Analyst recommendations
6 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — Essent Group Ltd. Common Shares2025-06-17 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — Essent Group Ltd. Common Shares2025-06-11 · Republican · MI · Purchase · $1,001 - $15,000
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
ESNT.L is an industrial machinery and equipment company operating within the Industrial Goods sector. The firm generates revenue primarily through the sale of products. It is listed on the London Stock Exchange under the ticker ESNT.L. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available.
The company maintains a debt-to-equity ratio of 0.48, indicating a relatively conservative capital structure, and a current ratio of 2.2, suggesting adequate short-term liquidity to meet obligations. However, the free cash flow of 13.3 million GBP is modest relative to the operating cash flow of 25.4 million GBP, and the capital expenditure of -11 million GBP indicates ongoing investment in operations.
Profitability metrics show a return on equity of 0.79% and a return on assets of 0.44%, both of which are below the typical thresholds for industrial machinery firms, suggesting underperformance relative to industry expectations. The operating income of 8.5 million GBP and net income of 2.1 million GBP reflect a narrow margin, with a gross profit of 133.2 million GBP on total revenue of 302 million GBP.
The company's revenue is not segmented by geographic region or product line in the available data, making it difficult to assess the concentration of exposure or the performance of individual business units. However, the industrial machinery sector is typically sensitive to macroeconomic conditions and capital spending trends, which may affect the company's revenue stability.
Looking ahead, the company is expected to maintain a relatively flat revenue trajectory, with no significant growth or contraction indicated in the available outlook data. The capital expenditure of -11 million GBP suggests a focus on maintaining and upgrading existing operations rather than aggressive expansion.
The risk assessment indicates a medium liquidity risk and a low dilution risk, with the key flag being the negative net cash position after subtracting total debt. The company has not disclosed any recent dilutive events, and the shares outstanding for both basic and diluted scenarios are identical, suggesting no imminent dilution pressure.
No recent filings or transcripts are available in the provided data to inform on specific events or strategic developments. The company's performance and outlook remain largely unchanged from the latest financial snapshot.
- The company maintains a conservative capital structure with a debt-to-equity ratio of 0.48 and a current ratio of 2.2.
- Profitability is weak, with a return on equity of 0.79% and a return on assets of 0.44%.
- Free cash flow is modest at 13.3 million GBP, and capital expenditure is focused on maintaining operations.
- The company's revenue is not segmented, making it difficult to assess geographic or product concentration.
- Analysts have a mixed outlook, with a mean recommendation of 1.83 and a range of price targets from 100.00 GBP to 201.00 GBP.
- The company faces a medium liquidity risk and a low dilution risk, with no recent dilutive events reported.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,07 |
| Revenue | —no estimate | —no estimate | 311,3M GBP |
| Operating income | —no estimate | —no estimate | 31,0M GBP |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Dividend equivalent units → Common shares, par value $0.015Disposed 56exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Disposed 2 569exercise · 2026-05-07
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
- Director · Restricted share units → Common shares, par value $0.015Acquired 2 443grant · 2026-05-06
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- ESNT.L Market data — financials · 2026-05-27
- Essentra PLC Market data — analyst estimates · 2026-05-27
Ownership & reference
Leadership
- Scott Fawcett Ja ClarkeChief Executive Officer, Executive Director
Insider activity
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director · Common shares, par value $0.015Other 2 569 · 2026-05-07
- Director · Common shares, par value $0.015Other 56 · 2026-05-07
- Director, Chairman, CEO and President · Common shares, par value $0.015Sold 13 064 @ $65,05$850K · 2026-04-28
- SVP and Chief Legal Officer · Common shares, par value $0.015Sold 4 250 @ $65,01$276K · 2026-04-28
- SVP and Chief Legal Officer · Common shares, par value $0.015Sold 7 628 @ $63,01$481K · 2026-04-20
- SVP and Chief Legal Officer · Common shares, par value $0.015Sold 872 @ $63,00$55K · 2026-04-17
- SVP and CFO · Common shares, par value $0.015Other 527 · 2026-04-01
- SVP and CFO · Common shares, par value $0.015Other 3 765 @ $58,25$219K · 2026-04-01
- SVP and CFO · Common shares, par value $0.015Other 8 333 · 2026-04-01
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Capex (YoY) (2025-12-31 vs 2024-12-31): 8.8%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 2.7%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 11.7%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -5.4%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 4.6%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -0.6%Derived (calculated)
- Return on assets (FY 2025-12-31): 9.3%Derived (calculated)
- Net margin (FY 2025-12-31): 54.7%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 0.7%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 0.7%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 1.5%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.29xDerived (calculated)
- Return on equity (FY 2025-12-31): 12.0%Derived (calculated)
- EPS (diluted) (annual): USD-PER-SHARES 7SEC XBRL filing
- Operating cash flow (annual): USD 856.05MSEC XBRL filing
- Total liabilities (annual): USD 1.68BSEC XBRL filing
- Total assets (annual): USD 7.44BSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 7SEC XBRL filing
- Shares outstanding (annual): 95.46MSEC XBRL filing
- Pre-tax income (annual): USD 821.86MSEC XBRL filing
- Revenue (annual): USD 1.26BSEC XBRL filing
- Net income (annual): USD 689.97MSEC XBRL filing
- Shareholders' equity (annual): USD 5.76BSEC XBRL filing
- Capex (annual): USD 7.36MSEC XBRL filing