Added to YB: 2026-03-19
Pitch date: 2026-03-16
GHH.L [bullish]
Gooch & Housego PLC
Author Info
No bio for this author
Company Info
Gooch & Housego PLC engages in the manufacture and sale of acousto-optics, electro-optics, fiber optics, and precision optics and systems in the United Kingdom, North America, Europe, the Asia Pacific, and internationally.
Market Cap
GBP 199.8M
Pitch Price
N/A
Price Target
N/A
Dividend
1.81%
EV/EBITDA
10.52
P/E
54.89
EV/Sales
1.61
Sector
Electronic Equipment, Instruments and Components
Category
growth
I’m long $GHH.L / $GHH (AIM: Gooch & Housego)
GHH.L: 77yr photonics co w/ £168M order book (+61% in 18mo). Makes precision optics for defence, subsea cables, medical lasers. Margin expansion 7.7%→9.6% (target 15%) drove 37% profit growth on 11% rev. CEO executing bolt-on M&A. Raytheon partnership for US-domestic TFLN wafer mfg (AI datacenter optionality). Trades ~14x FY27 P/E vs peers at 18-30x. Each +1% margin adds ~£1.7M profit. Catalysts: H1 FY26 results June, margin crossing 10%, defence rearmament acceleration.
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