Clarkson PLC

CKN

Equity

ISIN GB0002018363 / Valor 378910

LSE London Stock Exchange, SETS (2026-05-06)

GBP 49.62+1.64%

Clarkson PLC
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About company

Clarkson PLC is a leading provider of integrated maritime services, offering a comprehensive range of solutions that include ship broking, research, finance, digital tools, and port services. The company is renowned for its extensive industry expertise and global reach, enabling it to serve clients across various sectors of the maritime industry. Clarkson's services are underpinned by a strong emphasis on intelligence and industry insight, allowing it to deliver informed and effective solutions. The company also places a significant focus on compliance, particularly in relation to global sanctions and money laundering, ensuring that both Clarkson and its clients adhere to the necessary legal and regulatory standards.

Summarized from source with an LLMView SourceSector: Consumer Services

Key headline numbers

Revenue £631.4m (2024: £661.4m); underlying PBT £90.6m (2024: £115.3m); reported PBT £86.7m (2024: £112.1m); underlying basic EPS 225.8p (2024: 286.9p); reported basic EPS 214.0p (2024: 277.1p).

Dividend and capital position

Full-year dividend 112p (2024: 109p), representing the 23rd consecutive year of growth. Free cash resources rose to £232.0m (2024: £216.3m). Net assets £527.8m and net cash/available funds £260.1m (after bonus accruals).

Forward order book and outlook

Deliverable forward order book for invoicing in 2026: US$244m (31 Dec 2024: US$231m). Board cites strong balance sheet, healthy FOB and continued momentum from Q4 2025 into 2026, while noting ongoing geo‑political uncertainty.

Division performance — Broking

Broking revenue £476.0m (2024: £529.3m); operating profit £93.9m (2024: £122.6m). Broking faced first-half weakness from geopolitical/tariff headwinds but saw renewed activity in H2, especially dry bulk, containers and tankers.

Division performance — Financial & Research

Financial division: revenue £60.1m (2024: £42.6m) and operating profit £12.9m (2024: £5.2m) — a record year driven by DCM and project finance. Research: revenue £27.2m (2024: £24.5m) and operating profit £10.6m (2024: £9.5m), with recurring revenue >90%.

Division performance — Support

Support revenue £68.1m (2024: £65.0m) but operating profit fell to £4.8m (2024: £7.7m), impacted by delays in UK offshore wind and project activity; Northern Europe and Egypt agency businesses showed resilience.

Acquisitions & technology investment

March 2025 acquisition of Euro‑America Shipping & Trade (now Clarksons EAST LLC) and January 2026 acquisition of Zuma Labs (Venetian & Prism) to strengthen freight derivatives, Sea platform and AI/data capabilities. Sea added 60+ customers in 2025.

Alternative performance measures & tax

Results include APMs (underlying PBT, underlying EPS, net cash and free cash resources) which management uses to show underlying performance. Underlying effective tax rate ~22.4% (2024: 22.5%).

Summarized from source with an LLMView Source

Key figures

53.9%1Y

61.1%3Y

65.3%5Y

Performance

21.5%1Y

29.5%3Y

30.8%5Y

Volatility