Added to YB: 2026-01-07
Pitch date: 2025-12-05
GDWN.L [bullish]
Goodwin PLC
+17%
current return
Author Info
No bio for this author
Company Info
Goodwin PLC, together with its subsidiaries, provides mechanical and refractory engineering solutions in the United Kingdom, rest of Europe, the United States, the Pacific Basin, and internationally.
Market Cap
GBP 1.6B
Pitch Price
GBP 200.00
Price Target
N/A
Dividend
1.30%
EV/EBITDA
25.25
P/E
40.72
EV/Sales
6.54
Sector
Machinery
Category
growth
Goodwin PLC: Operating Leverage Unleashed After a Decade of Heavy Capex
GDWN.L: 140-yr family-controlled defense/nuclear supplier hitting inflection post-capex cycle. FY25: rev +15%, profit +47%, EPS +46%. FY26 trading profit expected to double with high confidence. Dividend +111%, debt down to £13.6m. £365m order book understates locked-in programs like AUKUS subs. 20yr TSR: 3,104% vs FTSE 274%.
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