Diploma PLC (DPLM) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.098 -- 00:00:03.581 Good morning and welcome everyone to our trading update. 00:00:03.581 -- 00:00:06.845 Thanks for joining. I'm here as usual with Chris. 00:00:06.845 -- 00:00:12.390 I'll say a few words of summary and then we'll move swiftly on to Q&A. 00:00:12.390 -- 00:00:16.855 First, a few words on our performance. It's been a strong performance in quarter three, 00:00:16.855 -- 00:00:22.600 adding to our long-term track record of sustainable quality compounding. 00:00:22.600 -- 00:00:28.550 For the full year, we're upgrading our organic growth from 8% to 10%. 00:00:28.550 -- 00:00:31.853 And year-to-date, our organic growth grew by 10%. 00:00:31.853 -- 00:00:37.098 In controls, we continue to have great end-market support, aerospace, defense, energy, 00:00:37.098 -- 00:00:41.201 etc. And we're making good progress with market share, too. 00:00:41.201 -- 00:00:43.944 Windy City is doing very well in data centers. 00:00:43.944 -- 00:00:47.487 Peerless continues to do very well in aerospace. 00:00:47.487 -- 00:00:52.191 In life sciences, we continue to deliver well, consistent with the first half. 00:00:52.191 -- 00:00:57.035 And importantly, we're now seeing sequential improvement in seals as the second half 00:00:57.035 -- 00:00:58.823 progresses. 00:00:58.823 -- 00:01:03.227 Reported revenue for the year to date was 12%, 4% 00:01:03.227 -- 00:01:08.553 from acquisitions partly offset by FX. And operating margins are still strong 00:01:08.553 -- 00:01:11.656 in line with our full year guidance of 22%. 00:01:11.656 -- 00:01:13.217 Now 00:01:13.217 -- 00:01:18.462 a few words on acquisitions. We welcomed two new exciting businesses to the group, spending 00:01:18.462 -- 00:01:22.587 nearly 40 million at a blended eight times multiple. 00:01:22.58...