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Added to YB: 2026-10-15

Pitch date: 2026-10-12

FSJ.L [bullish]

James Fisher and Sons plc

+1.14%

current return

Author Info

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Company Info

James Fisher and Sons plc operates as a marine services company in the United Kingdom, Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Market Cap

GBP 220.6M

Pitch Price

GBP 4.38

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.66

P/E

-75.35

EV/Sales

1.01

Sector

Transportation Infrastructure

Category

turnaround

Show full summary:
Monthly SpreadHunters Monitoring #9 - James Fisher and Sons plc

FSJ.L (earnings): James Fisher’s turnaround advanced in H1 2026: revenue rose 2.1% to £195.9M, underlying operating profit 27.9% to £14.2M and margin 140bps to 7.2%, led by Defence and Maritime Transport. Guidance remains unchanged, conditional on no further Energy deterioration; covenant net debt increased to £73.3M, or 1.5x EBITDA, leaving limited headroom while the auditor’s concern over EBITDA recurrence remains unresolved.

Read full article (4 min)