4imprint Group Plc · LSE:FOUR
4imprint — H1 2026 Earnings Presentation
13 slides from 4imprint's earnings presentation, Aug 5, 2026
Slide 1: Half Year Results 2026
Half Year Results 2026 05 August 2026 Kevin Lyons-Tarr, Michelle Brukwicki, CEO CFO 4imprint Group PLC LSE: FOUR
Slide 2: Highlights
Kevin Lyons-Tarr, CEO Highlights Half Year Results 2026 1
Slide 3: Results Summary – Half Year 2026
Results Summary – Half Year 2026 Revenue 1% Adj. operating profit 12% Adj. profit before tax $666.4m $62.5m $64.8m 2025 HY: $659.4m 2025 HY: $70.7m 2025 HY: $74.0m Margin 9.4% (2025 HY: 10.7%) Adj. basic EPS Cash and bank deposits Interim DPS 173.2c $136.9m 80.0c 2025 HY: 197.4c 2025 FY: $132.8m
Slide 4: Financial Review
Michelle Brukwicki, CFO Financial Review Half Year Results 2026 3
Slide 5: Income Statement
Income Statement H1 2026 H1 2025 FY 2025 $m $m $m Adjusting v Adj. Revenue +1% Adjusted items Reported Reported 2026 Reported • US $653.5m; UK $12.9m Revenue 666.4 666.4 659.4 1% 1,346.8 • New customer acquisition and new customer order Cost of sales (456.5) (456.5) (442.9) (910.8) intake improved q
Slide 6: Balance Sheet
Balance Sheet H1 2026 H1 2025 FY 2025 $m $m $m Fixed assets includes investments in: Fixed assets 54.0 49.1 49.2 • Capital spend related to relocating the leased Right-of-use assets 2.3 3.3 2.6 downtown Oshkosh, Wisconsin office space to recently expanded distribution centre as part of a c.$10m cape
Slide 7: Cash Flow
Cash Flow H1 2026 H1 2025 FY 2025 $m $m $m Adjusted operating profit 62.5 70.7 145.2 Highly cash-generative business model Share option charges 1.2 1.8 3.1 • Cash conversion of 101% of operating profit (H1 2025: 118%) which underpins the efficiency of the ‘drop-ship’ Depreciation and amortisation 2.
Slide 8: Operational Review
Kevin Lyons-Tarr, CEO Operational Review Half Year Results 2026 7
Slide 9: Market
Market ASI Industry Sales North America ($bn) 27.7 26.6 25.8 25.8 26.1 24.7 23.6 23.2 22.9 • Industry sales increased 2.2% in H1 2026 21.5 22.0 20.5 20.7 19.6 19.8 19.4 18.6 18.5 • Price increases likely continuing to drive a 17.8 17.4 significant proportion of the revenue growth; 15.9 volume remain
Slide 10: Marketing Effectiveness
Marketing Effectiveness US and Canada Customers Acquired and Retained % 60% 90,000 80,000 • Total marketing spend up 2% at $86.0m (H1 50% 2025: $84.7m) 70,000 40% 60,000 • Marketing efficiency was comparable to prior year with revenue per marketing dollar of $7.75 (H1 50,000 2025: $7.79) 30% 40,000
Slide 11: Operational Update
Operational Update People • Nearly complete in building out our senior management team and organisational structure to support our current operations and strengthen our foundation for future profitable growth. Supply Chain • Collaborated with our suppliers on tariff-related product costs to effectiv
Slide 12: Summary & Outlook
Summary & Outlook The Board is encouraged by the Group’s first half performance, in particular the improvement in new customer orders through the period and the effective management of gross profit margin pressure resulting from tariff- related cost increases realised in the period. Based on the fir
Slide 13: Investor Relations contact information
Investor Relations contact information Steve Bindas, Director of Investor Relations 2875 Atlas Avenue Oshkosh WI 54904 USA E-mail: sbindas@4imprint.com MHP Communications 60 Great Portland Street London W1W 7RT Tel: +44 (0)20 3128 8100 E-mail: 4imprint@mhpgroup.com Contact: Katie Hunt, Eleni Menikou