This week we spin through what to expect from Irn-Bru maker AG Barr (BAG), ‘athleisurewear’ giant Nike (NKE) and electronics maker Raspberry Pi (RPI). Remember, if you value this content, or any of our analysis features and stories, let us know at editorial@sharesify.com. Also, like us on X, Bluesky, Facebook or LinkedIn and be sure to click that ‘follow’ button. And don’t forget to subscribe to our YouTube channel, where you’ll find a wealth of investing podcast material. AG Barr (BAG) Soft drink maker AG Barr calls itself a ‘brand builder’ with an ambition to ‘double in size and grow…

Shares in outsourcing group Capita (CPI) jumped 14% on news it was selling its private sector contact centre. The buyer, Inspirit Capital, will pay £1 initially and up to £61.5 million over the next three years. Earnings-accretive deal Capita described the deal as ‘an important milestone’ which would allow it to significantly streamline its operations and investments. The sale provides ‘an opportunity to accelerate margin expansion and free cash flow generation, while leveraging current capabilities to further increase growth’. In terms of numbers, the deal is earnings-accretive as is reduces overheads and removes complexity. The group expects operating margins to…

Defence firm Cohort (CHRT) has announced two significant new contract wins in the space of a week. The deals further unerpin the group’s order book while increasing medium-term revenue and earnings visibility. Riding the wave At the start of this week, Cohort announced its EM Solutions subsidiary had won an AU$21.7 million (£11.5 million) contract. The deal will see Cohort deliver its Cobra and King Cobra satellite communications terminals to the Portuguse Navy. EM Solutions was only acquired in January 2025 and is therefore already making a contribution with new orders. Its primary customers are the Australian Navy, Japan and…

Shares in commercial lighting and power firm Luceco (LUCE) jumped 8% to 172p after the firm raised its FY26 guidance. The increase came on the back of strong FY25 results and positive momentum into the current financial year. Strong start to 2026 The company said it made ‘excellent’ progress in 2025 with revenue up 11.9% to £271 million and 4.6% organic growth. EV charging sales were up a whopping 84.7% to £18.1 million, and sales overall showed a marked acceleration in H2. Adjusted operating profit rose 16.6% to £33.8 million, representing a margin of 12.5% against 12% previously. Since 2023,…

Specialist electronic products maker Volex (VLX) revealed its FY26 results would be ‘significantly ahead of current market expectations’. The firm also announced it was considering moving its listing from AIM to the Main Market. The shares jumped 10.6% to 480p on the trading update. Raised sales and margin guidance Thanks to strong trading in H2, Volex sees revenue for the year to March 2026 of at least $1.22 billion. That compares with the analyst consensus of $1.17 billion and a top estimate of $1.19 billion. Underlying operating margins are also expected to be above the top end of the group’s…

Shares in housebuilder Bellway (BWY) slumped 9% to a new year-low of £19.50 after its H1 update failed to reassure investors. Although the CEO reaffirmed his FY26 profit target, he admitted the Middle East conflict represents a risk to the housing market. Risks are rising Bellway delivered ‘a robust H1 performance in a challenging market’, said CEO Jason Honeyman. Completions were up 2.7% to 4,702 homes, while average selling prices rose 3.7% to just over £322,000. The firm said it had seen an improvement in both customer demand and reservations since the start of the year. Underlying operating profit reached…

Shares in DIY retailer Kingfisher (KGF) gained 1.5% after FY25 earnings met expectations and the group launched a new buyback. The report wasn’t as upbeat as the Wickes (WIX) results last week, but the buyback is considerably larger. Making progress Group sales for the year to January 2026 were £12.95 biliion, slightly ahead of the consensus. LFL sales growth was 1.4%, also slightly ahead of consensus and the nine-month run rate. As expected, B&Q and Screwfix turned in the best performances with LFL growth of 3.3% between them. That was in line with analysts’ forecasts, which had B&Q growth pegged…

Shares in engineering group Goodwin (GDWN) tumbled 39% to £140 after the firm said it had lost two significant tenders. It also warned it had delayed the delivery of parts for certain large Middle East contracts, potentially affecting revenue timing. Shrinking order book The company said trading since October 2025 was generally as expectated and ‘broadly in line’ with H1. The firm fixed order book was £288 million in February, against £330 million in December and £365 million in October. However, the Mechanical Engineering business lost two significant tenders worth a combined £60 million in revenue. The first, relating to…

Specialist lender Distribution Finance Capital Holdings (DFCH) posted forecast-beating FY25 results thanks to record demand for new loans. The bank also confirmed its financial targets for FY30 including roughly doubling its loan book. ‘Best year so far’ For the year to December 2025, the AIM-listed group reported revenue of £90.9 million, up 19% on FY24. Net income rose 23% to £56 million thanks to an increase in the net interest margin to 8%. Meanwhile, the cost-income ratio fell 2% to 57% so adjusted pre-tax profit rose 26% to £19.1 million. EPS rose more than 40% to 8.3p while tangible NAV…

If a week is a long time in politics, sometimes it can be a lifetime in financial markets. On Wednesday the guys were reflecting on how calmly stocks and bonds were behaving, and within a day the situation had turned on its head. The International Energy Agency has declared the current disruption ‘the largest in the history of the oil market’. European power prices are surging, and UK interest rate expectations have swung from cuts to one or even two increases. While oil majors like BP (BP.) and Shell (SHEL) are reaping the whirlwind, housebuilders and banks are collateral damage.…