Slide 1: Full Year Results 2025
Full Year Results 2025 11 March 2026 Kevin Lyons-Tarr, Michelle Brukwicki, CEO CFO 4imprint Group PLC LSE: FOUR
Slide 2: At a Glance
Our Strategy At a Glance • Our fundamental strategic objective is to deliver market-beating organic revenue growth by expanding our share in the fragmented markets in which we operate. • We aim to establish 4imprint as ‘the’ leading promotional products brand within our target audience through susta
Slide 3: Highlights
Kevin Lyons-Tarr, CEO Highlights Full Year Results 2025 2
Slide 4: Results Summary – Full Year 2025
Results Summary – Full Year 2025 Revenue 2% Operating profit 2% Profit before tax $1,346.8m $145.2m $150.8m 2024: $1,367.9m 2024: $148.1m 2024: $154.4m Margin 10.8% (2024: 10.8%) Total paid and Basic EPS Cash and bank deposits proposed regular DPS 404.4c $132.8m 240.0c 2024: 416.3c 2024: $147.6m
Slide 5: Financial Review
Michelle Brukwicki, CFO Financial Review Full Year Results 2025 4
Slide 6: Income Statement
Income Statement Revenue -2% • US $1,321.5m; UK $25.3m • Resilient performance amidst a challenging macroeconomic environment Gross profit margin 2025 2024 • Margin remained strong as product cost increases $m $m due to tariffs phased in by suppliers later than anticipated, with only modest impacts
Slide 7: Balance Sheet
Balance Sheet 2025 2024 $m $m Fixed assets additions of $4.9m include investments in: Fixed assets 49.2 49.6 • IT infrastructure Right-of-use assets 2.6 4.2 • Machinery to support embroidery and digital print Goodwill 1.0 1.0 operations Deferred tax assets 3.4 3.2 • Capital related to relocating the
Slide 8: Cash Flow
Cash Flow Highly cash-generative business model • Cash conversion of 109% of operating profit (2024: 96%) which underpins the efficiency of the ‘drop-ship’ 2025 2024 business model $m $m Capital expenditure of $3.9m includes: Operating profit 145.2 148.1 • Investments in IT and machinery and spend o
Slide 9: Operational Review
Kevin Lyons-Tarr, CEO Operational Review Full Year Results 2025 8
Slide 10: Market
Market ASI Industry Sales North America ($bn) 27.7 26.6 • Industry sales per ASI increased to $27.7bn. 25.8 25.8 26.1 24.7 23.6 23.2 • According to ASI, nearly 90% of distributors 22.9 21.5 22.0 raised prices on average 10% during 2025, 20.5 20.7 19.6 19.8 19.4 implying industry volume was down; 4im
Slide 11: Marketing Effectiveness
Marketing Effectiveness US and Canada Customers Acquired and Retained % 60% 90,000 • Existing customer retention remained strong 80,000 and consistent reflecting the quality of 50% customers acquired. 70,000 • 246,000 new customers acquired in 2025 40% 60,000 (2024: 280,000). New customer acquisitio
Slide 12: Operational Update
Operational Update People • Nearly completed work that began in 2023 to build out our senior management team and organisational structure to support current operations and future growth. Supply chain • Worked closely with our supplier partners to navigate evolving tariff policy throughout the year.
Slide 13: Operational Update
Operational Update Sustainability • Established Scope 1 and 2 emissions reduction targets, continuing our focus on energy efficiency across our operations. • Our approach to Scope 3 focuses on collaborating with our supplier partners on the adoption of lower emission and more sustainable materials i
Slide 14: Summary & Outlook
Summary & Outlook The Group delivered a resilient operational and financial performance in 2025 amidst a volatile macroeconomic environment, reinforcing the quality of our long-term strategy and business model. Trading results in the first two months of 2026 have been in line with the Board’s expect
Slide 15: Why 4imprint – the “Big Picture”
Why 4imprint – the “Big Picture” Market Leadership 4imprint is the largest provider in North America's promotional products industry, leveraging scale, a proprietary technology platform, and long-standing supplier partnerships to deliver a differentiated value proposition. Brand Equity 4imprint comb
Slide 16: Appendix
Appendix Full Year Results 2025 15
Slide 17: Results Summary
Results Summary Revenue ($m) Operating profit ($m) 1,326.5 1,367.9 1,346.8 1,140.3 148.1 145.2 136.2 787.3 102.9 30.6 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 Basic EPS and DPS (cents) Cash and bank deposits - year end ($m) EPS Regular DPS (paid and proposed) Special DPS 416.3 404.4 377.9 1
Slide 18: Investor Relations contact information
Investor Relations contact information Steve Bindas, Director of Investor Relations 101 Commerce Street Oshkosh WI 54901 USA 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@mhpgro