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Melrose Industries Reports Positive Q1 Trading Update

Why we think this is good

The trading update from Melrose Industries indicates a positive start to the year, with revenue, profit and cash flow in line with expectations. The company has seen strong performance in both its Engines and Structures divisions, with adjusted operating profit well ahead of the prior year period. While the company faces some supply chain challenges, it has a path to mitigate the impact of recent tariffs. With attractive fundamentals in its end markets and leading technologies, the company remains well-placed to deliver growth and increased free cash flow in 2025 and beyond.

Key Points

  • Group revenue up 6% in Q1
  • Adjusted operating profit well ahead of prior year
  • Net debt and free cash flow in line with expectations
  • Engines division saw strong OE volumes and favourable mix
  • Structures division revenue growth in line with expectations
  • Measures in place to mitigate impact of recent tariffs
  • Confident about delivering profitable growth and increased free cash flow in 2025 and beyond

Summary

The aerospace technology business reports a positive start to the year, with revenue, profit and cash flow in line with expectations despite some supply chain challenges.

Melrose Industries PLC, a leading global aerospace technology business, has reported a positive start to the year with revenue up 6%, adjusted operating profit well ahead of the prior year, and net debt and free cash flow in line with expectations. The company has seen strong performance in both its Engines and Structures divisions, and while facing some supply chain issues, has a path to mitigate the impact of recent tariffs. With attractive fundamentals in its end markets and leading technologies, the company remains well-placed to deliver growth and increased free cash flow in 2025 and beyond.

Key Dates

31 July 2025
Interim results for the first half ending 30 June 2025
TRADING UPDATE