Smiths News PLC (LSE:SNWS) has announced robust full-year results for the 52 weeks ended 30 August 2025, delivering an operating profit above market expectations. Revenue reached £1.06 billion, supported by 16% growth in new business verticals and strong performance in the collectables category. The company has secured 93% of its revenues through to 2029, demonstrating strong customer retention and long-term visibility. Increased cash generation has allowed Smiths News to propose both a higher ordinary dividend and a special dividend, underscoring confidence in its financial strength and strategic direction. The group continues to focus on expanding service capabilities, improving operational efficiency, and diversifying its revenue base.
Smiths News’ outlook remains favorable, supported by an attractive valuation featuring a low price-to-earnings ratio and a high dividend yield. However, balance sheet pressures, including negative equity, present some ongoing risks. Technical indicators suggest steady price performance, pointing to a moderately positive market outlook.
More about Smiths News PLC
Smiths News PLC is the UK’s largest news wholesaler and a leading logistics and distribution specialist, delivering newspapers and magazines to more than 22,000 retailers daily across England and Wales. With over two centuries of operational history, the company has evolved to serve additional sectors through new service lines in warehousing, reverse logistics, and last-mile delivery. These include expanding into waste recycling, book distribution, and home entertainment delivery, building on its strong foundation in early morning logistics.
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