Senior PLC (LSE:SNR) delivered an upbeat 10-month trading update on Thursday, prompting management to lift full-year profit expectations after stronger-than-anticipated results from its Flexonics division and continued momentum in Aerospace.
For the period ending October 2025, group sales grew 5.9% year on year in constant currency, an improvement on the 5% growth recorded in the first half. The Aerospace division remained the standout performer, reporting 9.4% constant-currency sales growth—up from 7.2% in H1—supported by higher commercial aircraft build rates, increased defence spending, and improved pricing.
Flexonics posted 1.5% revenue growth in constant currency, a slight moderation from 2.3% in the first half. The division benefited from strong aftermarket demand in Nuclear and downstream Oil & Gas markets, and continued to outperform Land Vehicle end markets, which, as expected, softened in the second half of 2025.
Management now expects full-year 2025 profit before tax and amortisation to come in “comfortably above previous expectations.” Analysts are forecasting high single-digit percentage upgrades to the current consensus of £40 million.
The planned divestment of the Aerostructures business is progressing well, with completion still anticipated by year-end despite regulatory delays linked to the U.S. government shutdown. Trading within the division continues to show year-over-year improvement.
Looking ahead, Senior reiterated confidence in its medium-term targets. The company expects solid momentum in Aerospace to carry through the fourth quarter and into 2026, driven by volume gains and favourable pricing. For Flexonics, management anticipates full-year results to be slightly ahead of 2024 levels, although softness in Land Vehicle markets is expected to persist into next year.
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