Melrose posts 8% rise in 2025 revenue, forecasts 2026 revenue below estimates
Feb 27 (Reuters) - GKN Aerospace owner Melrose Industries MRON.L on Friday posted an 8% rise in 2025 revenue, lifted by robust after-market demand and continued strength in its engines unit, but flagged softer-than-expected revenue for 2026 as sector-wide supply chain constraints persist.
Heightened geopolitical tensions have pushed defence budgets higher and intensified demand for suppliers such as Melrose, while production delays at major customers have kept ageing aircraft in service for longer, lifting activity in the company's high-margin parts and repair business.
However, Melrose said that U.S. tariffs and ongoing supply chain bottlenecks continue to add complexity, contributing to its downbeat revenue forecast.
The London-listed aerospace parts supplier expects 2026 revenue in the range of 3.75 billion pounds to 3.95 billion pounds ($5.05 billion-$5.32 billion), below analysts' estimate of 4.01 billion pounds, according to data compiled by LSEG.
Melrose reported revenue of 3.59 billion pounds for the year ended December 31, 2025.
($1 = 0.7424 pounds)
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