Replay available

Diploma PLC (DPLM) Q3 2026 Earnings Call

Diploma PLC (LSE: DPLM) Q3 2026 earnings conference call, held 2026-07-16. Replay captured from the company's public earnings webcast.

Thu, July 16, 2026 at 4:00 AMendedReplay
Diploma PLC (DPLM) Q3 2026 Earnings Call

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Featured presenters

Jonny Thomson

Chief Executive Officer

Wilson Ng

Chief Financial Officer

Annalise Ramoulin

Analyst, Morgan Stanley

David Brockton

Analyst, Deutsche Numis

Virginia Montorsi

Analyst, Bank of America

Daniel Cowan

Analyst, BNP Paribas

Sam Dindal

Analyst, Stifel

Emmanuel Satori

Analyst, Kepa Schiphol

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Replay transcript excerpt

WEBVTT 00:00:00.051 -- 00:00:01.992 Good morning everyone. Thanks for joining us. 00:00:01.992 -- 00:00:06.014 I'm here as usual with our CFO, Wilson Ng. 00:00:06.014 -- 00:00:11.296 I'll say a few words on quarter three and then we'll move as usual to 00:00:11.296 -- 00:00:13.037 Q&A. 00:00:13.037 -- 00:00:18.459 It's been another great quarter for us. 15% organic growth continuing the momentum 00:00:18.459 -- 00:00:23.481 from the first half of the year. The sector trends are broadly the same as they 00:00:23.481 -- 00:00:28.886 were in the first half. Controls Very strong, broad-based growth, 00:00:28.886 -- 00:00:35.171 IS Group, Clarendon, Peerless, Windy, still growing double digits, 00:00:35.171 -- 00:00:40.194 taking good market share in fast-growing end markets. 00:00:40.194 -- 00:00:44.497 Life Sciences, conversely, markets are tougher. 00:00:44.497 -- 00:00:48.158 We're going through a little bit of product 00:00:48.160 -- 00:00:52.643 life cycle refresh. I'm really, really pleased with what we're doing in Life Sciences, 00:00:52.643 -- 00:00:57.762 what the team are doing, but We will expect low single-digit growth for the year. 00:00:57.762 -- 00:01:00.143 Seals, we've seen some acceleration in quarter three. 00:01:00.143 -- 00:01:04.985 We're expecting a good quarter four, two, not celebrating. 00:01:04.985 -- 00:01:07.546 International is a bit better. 00:01:07.546 -- 00:01:11.487 Apache and North American Seals still doing very well. 00:01:11.487 -- 00:01:16.369 So look, overall, we're really happy with the quality, with the performance of the portfolio. 00:01:16.369 -- 00:01:21.552 Peerless continues to perform fantastically, taking share in really good market 00:01:21.552 -- 00:01:23.062 conditions. 00:01:23.062 -- 00:01:28.324 Growth is moderating ...