Rotork plc (RTOXF) Q4 2025 Earnings Call Transcript

SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rotork plc (RTOXF) Q4 2025 Earnings Call March 10, 2026 4:00 AM EDT Company Participants Kiet Huynh - CEO, Member of Management Board & DirectorBenjamin Peacock - CFO, Member of the Management Board & Director Conference Call Participants Andrew Douglas - Jefferies LLC, Research DivisionLushanthan Mahendrarajah - JPMorgan Chase & Co, Research DivisionStephan Klepp - BNP Paribas, Research DivisionMark Fielding - RBC Capital Markets, Research DivisionThomas Elgar - Deutsche Bank AG, Research Division Presentation Kiet HuynhCEO, Member of Management Board & Director Good morning, everyone. Thank you for joining us today for our 2025 full year results presentation. Alongside me is Ben Peacock, our CFO. We're pleased to have the opportunity to walk you through our performance for the year and we will follow our normal format with time for Q&A at the end. I'm pleased with the progress made in 2025 as we continue to execute on the Growth+ strategy and would like to thank all our staff at Rotork. Growth+ continues to deliver because of their hard work, dedication and commitment. I'd also like to take a moment to acknowledge our staff and their families in the Middle East given the current conflict in the region. Our priority has been their safety, and I'm pleased to say all are safe and well, and we will continue to monitor the ongoing developments closely. Moving now to the key financial highlights. Order growth of 6% on an OCC basis was particularly pleasing with each division driving mid-single-digit OCC growth despite mixed end markets. Sales grew 3.7% OCC. And when including the contribution of Noah, this increases to 5.3% on a constant currency basis. CPI had a very strong second half with target segment revenues accelerating, while Oil & Gas saw some customer-driven project delays at the end of the year, which we'll talk about in later slides.