React
REAT.L provides industrial services within the business support sector, primarily generating revenue through commercial service contracts.
Business. REAT.L is a business support services company operating within the Industrial & Commercial Services sector. The firm generates service revenue through industrial services activities. It is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
Analyst recommendations
2 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
6Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- 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
Pre-earnings brief
This is the first analysis for React (REAT.L), meaning there is no prior basis for computing material changes or deltas in the company's profile. Consequently, no specific operational, financial, or strategic shifts can be identified from historical comparisons, as the dataset represents an initial baseline rather than a period of transition. The company currently exhibits a minimal public footprint, with only one officer on record and no coverage from analysts. Furthermore, React is not included in any major indices, and there are no identified top holders, suggesting a lack of institutional visibility or broad market tracking at this stage. Recent market attention has been sparse and intermittent. Cross-source signals indicate a total of nine dispatches over the 30-day period ending in July 2026, with activity concentrated on June 27 (five dispatches), July 1 (three dispatches), and June 29 and July 3 (one dispatch each). No sentiment data is available for these communications, and there were no dispatches recorded for the majority of the period, including the entire month of July after the 3rd. While the company is associated with broader market sagas such as "Logistics Fleet And Fulfillment" and "Rupee Gains Mortgage Slump," these thematic links do not translate into specific, actionable changes for React itself given the absence of material change data. The lack of analyst estimates and financial history in the current scope limits the ability to assess the significance of these thematic associations on the company's immediate outlook.
Signals & dispatch
Composite-score breakdown
Synthesis
REAT.L is a business support services company operating within the Industrial & Commercial Services sector. The firm generates service revenue through industrial services activities. It is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
The company's capital structure shows a debt-to-equity ratio of 0.42, indicating a relatively conservative leverage position. However, the liquidity risk is rated as medium, and the current ratio of 1.1 suggests limited short-term liquidity cushion. Free cash flow of 1.61 million GBP supports operational flexibility, but the negative net income of 340,000 GBP indicates earnings pressure.
Profitability metrics are weak, with a return on equity of -3.41% and a return on assets of -1.65%, both significantly below typical thresholds for industrial services firms. Gross profit of 7.996 million GBP represents 32.1% of revenue, but operating income of 204,000 GBP shows a sharp decline in operating efficiency.
Geographic and segment exposure is not disclosed in the available data, but the company's revenue concentration remains unquantified. The absence of segment-specific financials limits visibility into diversification benefits or risks.
Growth trajectory is unclear due to the lack of historical revenue data, but the current FY outlook does not suggest a material improvement in earnings or cash flow generation. Analysts have assigned a mean price target of 94.50 GBP, with no strong buy recommendations, reflecting cautious sentiment.
Risk factors include the negative net cash position after subtracting total debt, which increases vulnerability to liquidity shocks. Dilution risk is assessed as low, with no near-term pressure from share issuance or convertible debt. The absence of recent filings or transcripts prevents assessment of material events impacting operations.
Recent analyst activity shows a mean recommendation of 2.00, with two buy ratings and no hold or sell ratings. This suggests moderate confidence in the company's medium-term prospects, though the lack of strong buy sentiment indicates limited upside potential.
This is the first analysis for React (REAT.L), meaning there is no prior basis for computing material changes or deltas in the company's profile. Consequently, no specific operational, financial, or strategic shifts can be identified from historical comparisons, as the dataset represents an initial baseline rather than a period of transition. The company currently exhibits a minimal public footprint, with only one officer on record and no coverage from analysts. Furthermore, React is not included in any major indices, and there are no identified top holders, suggesting a lack of institutional visibility or broad market tracking at this stage. Recent market attention has been sparse and intermittent. Cross-source signals indicate a total of nine dispatches over the 30-day period ending in July 2026, with activity concentrated on June 27 (five dispatches), July 1 (three dispatches), and June 29 and July 3 (one dispatch each). No sentiment data is available for these communications, and there were no dispatches recorded for the majority of the period, including the entire month of July after the 3rd. While the company is associated with broader market sagas such as "Logistics Fleet And Fulfillment" and "Rupee Gains Mortgage Slump," these thematic links do not translate into specific, actionable changes for React itself given the absence of material change data. The lack of analyst estimates and financial history in the current scope limits the ability to assess the significance of these thematic associations on the company's immediate outlook.
- The company's weak profitability metrics (-3.41% ROE, -1.65% ROA) indicate operational inefficiencies.
- Free cash flow of 1.61 million GBP provides some liquidity buffer, but the current ratio of 1.1 suggests limited short-term financial resilience.
- Analysts have assigned a mean price target of 94.50 GBP, with no strong buy recommendations, reflecting cautious sentiment.
- The debt-to-equity ratio of 0.42 suggests a relatively conservative capital structure, but the negative net cash position increases liquidity risk.
- The absence of segment and geographic revenue data limits visibility into diversification benefits or risks.
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 | 0,08 |
| Revenue | —no estimate | —no estimate | 26,0M GBP |
| Operating income | —no estimate | —no estimate | 3,3M 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
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
- REAT.L Market data — financials · 2026-05-29
- React Group PLC Market data — analyst estimates · 2026-05-29
Ownership & reference
Leadership
- Mark Andrew BraundExecutive Chairman of the Board