NYSE$MANU

Manchester United · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Manchester United narrowed its Q4 losses as record commercial and matchday revenues offset weak broadcast performance.

The club posted a smaller net loss in Q4 2025 with revenue rising 15% year-over-year, helped by strength in commercial partnerships and retail. Operating loss nearly halved, and adjusted EBITDA doubled.

  • Total revenue reached £164.1M in Q4, up 15.4% YoY.
  • Net loss reduced to £3.9M from £36.3M the previous year.
  • Adjusted EBITDA nearly doubled to £37.5M.
  • Matchday and commercial revenue hit quarterly records.

Headline financials

Total Revenue

$225M

Previous: $179M+25.4%
EPS (adj)

-$0.04

Previous: -$0.27+85.2%
Adjusted EBITDA

$37.5M

No prior period
Employee benefit expenses

$79.3M

No prior period
Net finance costs

$14.2M

No prior period
Exceptional items

$10.8M

No prior period
Capital Expenditures

-$87.2M

Previous: -$7.44M-1072.6%
Net Income

-$5.34M

Previous: -$45.8M+88.3%
Operating Income

-$20.8M

Previous: -$49.4M+57.8%
Gross Profit

-$33.8M

Previous: -$49.4M+31.6%

Revenue & EPS history

Manchester United · Revenue · Quarterly

$225M

Q4 2025+25.4%vs Q4 2024
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Revenue by segment

Manchester United · $190M total across 3 segments · Q3 2026

  • Commercial
    $82.4M+10.3%
  • Broadcasting
    $64.9M+57.1%
  • Matchday
    $42.2M-5.2%

Forward guidance

Manchester United expects FY26 revenue between £640M–£660M, with adjusted EBITDA ranging £180M–£200M, aided by cost reductions and commercial strength.

Tailwinds

  • Projected growth in retail and merchandising revenue from in-house e-commerce.
  • Slight improvement expected in broadcasting revenues.
  • Cost reductions from non-playing staff restructuring.
  • Anticipated operating efficiency gains in FY26.
  • Club remains compliant with financial sustainability rules.

Headwinds

  • No UEFA competition participation in FY26.
  • Operating expenses still elevated due to prior investments.
  • Broadcast income under pressure from lower league standings.
  • Heavy investment in playing squad continues.
  • Volatility in FX may impact financial costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.4%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+4.2%

Avg return

30 days after

50%

6 / 12 earnings

Positive

+18.8%

Q3 2025

Best reaction

-6.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-2.1%-0.1%-7.8%
Q4 2025-6.4%-7.6%+9.2%
Q3 2025+18.8%+22.3%+26.7%
Q1 2025-3.0%+0.0%-3.2%
Q4 2024+1.1%+0.6%+4.6%
Q2 2024-1.2%-1.4%-4.4%
Q4 2014+1.4%
Q3 2014-4.3%
Q1 2014+2.9%
Q4 2013+0.3%
Q4 2012+1.1%
Q1 2013-3.8%
Q2 2011
Q1 2011
Q4 2011

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