The week of 14–18 September 2026 brings a busy run of UK company results, with several reports likely to attract particular attention from UK retail investors. There’s precious little of note across the pond in the US, however, or among EU corporates for that matter.
Monday gets underway with Trustpilot, whose half-year results on 15 September will be closely watched for revenue growth, margins and evidence that its turnaround and investment strategy are translating into stronger shareholder returns. Kier, Wickes and McBride also feature on Tuesday, offering insights into UK construction, housing-related spending and consumer demand.
Wednesday is arguably the biggest day, with Barratt Redrow reporting full-year results amid subdued housing demand, while Games Workshop and Moonpig add two very different consumer growth stories. Barratt Redrow has already indicated plans to return £400m to shareholders in FY2027, making capital allocation an important focus.
Thursday brings Next, arguably the week’s standout UK retailer, alongside Galliford Try and Beauty Tech. In the US, Dollarama and Lennar report Wednesday, followed by Carnival on Thursday.
Next (LON:NXT)
Under CEO Simon Wolfson, retail star turn Next (LON:NXT) has forged a reputation for under-promising and over-delivering. For this reason, we wouldn’t be unduly surprised if the clothing-to-homewares seller extends its winning streak of profit upgrades at next week’s H1 results (17 September).
That said, pulling another upgrade rabbit from the hat will be difficult. Keep in mind the UK retail environment remains tough and UK heatwaves pulled sales forward into Next’s Q2. At the very least, investors will be hoping Next has enjoyed a solid start to Q3, with international online sales continuing to grow at pace. As ever, Lord Wolfson’s outlook for the UK economy and trends in employment will be pored over by analysts.
Consensus forecasts for Next
| FY26A | FY27E | FY28E | |
| Revenue (£bn) | 6.90 | 7.31 | 7.73 |
| EPS (p) | 638 | 815 | 863 |
| DPS (p) | 268 | 384 | 504 |
Source: Stockopedia
On 5 August, Next raised FY27 profit guidance again following a stronger-than-expected Q2. The FTSE 100 retailer hiked its taxable profit guidance by £25 million to £1.243 billion, implying year-on-year growth of 7.3%.
Earnings per share guidance was increased from 792.9p to 812.9p. That was on the assumption the cash flow monster completes £524 million of share buybacks this year.
A series of UK heatwaves and a Middle East sales recovery helped to drive the ‘beat’. For the 13 weeks to 1 August, full price sales were up 9.2% year-on-year. That was ‘materially ahead’ of the 4% growth Next had previously forecast. And true to form, the ever-conservative firm maintained its H2 sales forecast with tougher overseas comparatives to come.
Trustpilot (LON:TRST)
Trustpilot’s (LON:TRST) 15 September H1 results are unlikely to surprise on revenue: the July trading update already pointed to 19% constant-currency revenue growth, $171m bookings and strong North American momentum.
The bigger share-price drivers will be quality and sustainability of growth. Investors will focus on Enterprise bookings, US growth, net dollar retention, AI-driven demand and whether Trustpilot’s Answer Engine Optimisation (AEO) opportunity is translating into higher-value customers. Enterprise ARR from customers paying over $20,000 was already up 36%, making this an important metric to watch.
Consensus forecasts for Trustpilot
| H1 2026 | FY 2026 | FY 2027 | |
| Bookings (m) | $170 | $344 | $399 |
| Revenue (m) | $151 | $310 | $360 |
| Adj. diluted EPS | $0.101 | $0.456 | $0.564 |
Source: Trustpilot-compiled consensus
Margins and cash generation will also matter. Management is targeting a 2–3 percentage-point improvement in adjusted EBITDA margin, but net cash fell to $21.9m after £31.5m of H1 share buybacks.
Analyst sentiment appears broadly positive but not unanimous: the latest consensus shows a Buy rating and average target around 337p, roughly 32% above current levels, while other research highlights execution and valuation risks.
Beating expectations on growth, margins and AI/Enterprise traction could drive shares another leg up; merely meeting guidance may produce a more muted reaction.
Barratt Redrow (LON:BTRW)
There are unlikely to be many surprises when housebuilder Barratt Redrow (LON:BTRW) posts its FY26 results next week. The firm issued a farily comprehensive trading update in July to say earnings would be in line with market expectations.
Despite a ‘challenging’ backdrop, completions for the year to June were 17,667 units, above the top end of analysts’ estimates. The average selling price and the net private reservation rate both improved slightly on the previous year.
Consensus forecasts Barratt Redrow
| FY2025 Forecast | FY2026 Reported | Change | |
| Revenue (m) | £5,578 | £6,000 | +7.6% |
| Pre-tax profit (m) | £488 | £560 | +14.8% |
| EPS (p) | 23.8 | 27.8 | +16.8% |
Source: Barratt Redrow-compiled consensus, Stockopedia
Looking to FY2027, the group’s order book at the end of June was 9,728 homes with a value of around £2.8 billion. Of these sales, 63% were contractually exchanged, although average selling prices were slightly lower.
The firm managed to limit build cost inflation to 2% in FY26, but FY2027 is looking trickier. Costs are seen rising 3% to 4% due to 4% to 5% inflation in building materials and a 2% to 3% rise in labour costs.
Reassuringly for shareholders, the board is sticking with its policy of returning 50% of net income. However, given the large discount to tangible net asset value, the firm will buy back shares in preference to paying dividends.
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