Business
Trading Update, Acquisition, Proposed Tender Offer
GlobalData Plc expects to report approximately 3% revenue growth for the first half of 2026, with underlying growth at 1%, and contracted forward revenue growth of approximately 6%. Adjusted EBITDA is projected to grow 4-5%, with full-year results anticipated at the low end of consensus due to planned second-half margin acceleration initiatives. The company announced its intention to launch a £30 million tender offer on July 10, 2026, bringing total capital returns for the year to £45 million, plus £8 million carried over from 2025. GlobalData also completed the acquisition of Cambridge Healthcare and secured increased financing headroom, upsizing its non-Healthcare facility by £60 million to £245 million and extending its Healthcare facility by a year. Further details on the value creation plan will be provided on September 14, 2026. Disclaimer*
About this update from Globaldata Plc
9 July 2026 GlobalData Plc ("the Group") Trading Update, Acquisition and Proposed Tender Offer GlobalData Plc, the leading data, insight, and technology company, today provides an update for the six months to 30 June 2026. Mike Danson, Chief Executive Officer of GlobalData PLC, commented: "The first half of 2026 has been a period of progress, albeit one where the pace of revenue growth has been challenging. The fundamentals of GlobalData are strong, delivering subscription based proprietary content to attractive markets across a variety of commercial use cases. GlobalData has a portfolio of unique and valuable assets, increasingly powered by AI, a playbook that underpins our conviction on the continued development and positive outlook for our businesses, and optionality for unlocking value for shareholders. I look forward to setting out our plans in September to provide more details on accelerating the development roadmap to drive revenue growth across our asset portfolio." · Revenue The Group expects to report revenue growth of approximately 3% for the half, which includes underlying revenue growth of approximately 1% for the period. · Contracted Forward Revenue The Group expects to report Contracted Forward Revenue Growth of approximately 6%, which includes underlying growth of 1%. · Adjusted EBITDA The Group expects to report Adjusted EBITDA growth for the period of approximately 4-5% on the prior year and expects full year Adjusted EBITDA at the low end of consensus, reflecting planned actions in the second half to accelerate margin. · Tender Offer The Group announces its intention to launch a £30 ...