Bodycote plc (BYPLF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Bodycote plc (BYPLF) trades at $10.00 with AI Score 42/100 (Grade C). Bodycote plc is a global provider of heat treatment and thermal processing services, operating in the Aerospace, Defence & Energy, and Automotive & General Industrial sectors. Market cap: $1.70B, Sector: Industrials.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for BYPLF: BYPLF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BYPLF against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BYPLF: the 1 perspectives are evenly split.
How is this calculated? →Bodycote plc (BYPLF) Industrial Operations Profile
Bodycote plc, founded in 1923, is a global leader in heat treatment and thermal processing services. Operating in aerospace, defense, energy, automotive, and general industrial sectors, the company enhances material properties and extends component lifespan through specialized technologies, contributing to improved performance and durability for its customers.
What Is the Investment Thesis for BYPLF?
Bodycote plc presents a compelling investment case based on its established market position and the increasing demand for specialized heat treatment and thermal processing services. With a P/E ratio of 22.3 and a dividend yield of 3.48%, the company demonstrates financial stability and shareholder returns. The company's gross margin of 13.8% and profit margin of 7.6% reflect its ability to maintain profitability in a competitive landscape. Growth catalysts include expansion in the aerospace and defense sectors and increasing adoption of advanced materials requiring specialized processing. Key value drivers include the company's technological expertise, global presence, and long-standing customer relationships. However, potential risks include economic cycles impacting industrial production and fluctuations in raw material costs.
Based on FMP financials and quantitative analysis
BYPLF Key Highlights
- Market capitalization of $1.70B, reflecting substantial investor confidence in Bodycote's market position and future growth prospects.
- P/E ratio of 22.3, indicating a reasonable valuation relative to earnings.
- Dividend yield of 3.48%, offering an attractive income stream for investors.
- Gross margin of 13.8%, demonstrating the company's ability to generate revenue efficiently.
- Beta of 1.22, suggesting higher volatility compared to the overall market.
Who Are BYPLF's Competitors?
BYPLF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ANDHF Andlauer Healthcare Group Inc. | $38.11 | +0.00% | $1.49B | 45 |
| CHRHF Chervon Holdings Limited | $2.13 | +0.00% | $1.09B | 51 |
| DEUZF Deutz AG | $10.99 | +0.00% | $1.68B | 46 |
| FMMFF Fuji Corporation | $50.34 | +0.00% | $4.43B | 52 |
| HSYDF Harmonic Drive Systems Inc. | $56.00 | +11.60% | $5.30B | 48 |
| BLDP Ballard Power Systems Inc. | $3.46 | -1.85% | $1.04B | 64 |
| JBT John Bean Technologies Corporation (JBT) provides technology solutions to the food and beverage and air transportation industries. The company | $125.32 | -1.40% | $3.99B | 62 |
| MWA Mueller Water Products, Inc. | $25.25 | +1.12% | $3.95B | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BYPLF's Key Strengths?
- Global presence with facilities in multiple countries.
- Strong technical expertise in heat treatment and thermal processing.
- Long-standing relationships with key customers.
- Proprietary technologies like Powdermet.
What Are BYPLF's Weaknesses?
- Exposure to cyclical industries like automotive and aerospace.
- Dependence on raw material prices.
- Limited brand recognition outside of specialized industries.
- Lower gross margin compared to some competitors.
What Could Drive BYPLF Stock Higher?
- Expansion in the aerospace and defense sectors due to increased demand for lightweight and high-strength materials.
- Adoption of additive manufacturing creating opportunities for Bodycote's Powdermet technology.
- Increasing demand for energy-efficient solutions driving the need for advanced surface technologies.
- Potential strategic acquisitions and partnerships to expand service offerings and geographic reach.
What Are the Key Risks for BYPLF?
- Economic downturns impacting industrial production and demand for heat treatment services.
- Fluctuations in raw material costs affecting profitability.
- Increased competition from new entrants and technological disruptions.
- Limited liquidity and price volatility associated with trading on the OTC market.
- Dependence on key customer relationships and potential loss of major contracts.
What Are the Growth Opportunities for BYPLF?
- Expansion in the Aerospace and Defense Sector: The increasing demand for lightweight and high-strength materials in aerospace and defense applications presents a significant growth opportunity for Bodycote. As aircraft manufacturers and defense contractors adopt advanced materials like titanium and nickel alloys, the need for specialized heat treatment and surface technologies will rise. Bodycote's expertise in these areas positions it to capture a larger share of this growing market, estimated to reach $100 billion by 2030.
- Adoption of Additive Manufacturing: Additive manufacturing, or 3D printing, is revolutionizing the production of complex components across various industries. Bodycote's Powdermet technology, a manufacturing process used in the production of complex components using powder metallurgy, aligns with this trend. As additive manufacturing gains wider adoption, Bodycote can leverage its expertise in powder metallurgy and HIP to provide specialized processing services for additively manufactured parts, driving revenue growth.
- Increasing Demand for Energy-Efficient Solutions: The global focus on energy efficiency and sustainability is driving demand for advanced materials and technologies that reduce energy consumption and emissions. Bodycote's surface technologies, which enhance corrosion protection and wear resistance, contribute to longer component lifespans and reduced maintenance requirements. By promoting these energy-efficient solutions, Bodycote can attract customers seeking to improve their environmental footprint and reduce operating costs.
- Geographic Expansion in Emerging Markets: Emerging markets, particularly in Asia and South America, are experiencing rapid industrialization and infrastructure development. This creates opportunities for Bodycote to expand its geographic footprint and serve new customers in these regions. By establishing local facilities and partnerships, Bodycote can tap into the growing demand for heat treatment and thermal processing services in these emerging markets.
- Strategic Acquisitions and Partnerships: Bodycote can pursue strategic acquisitions and partnerships to expand its service offerings, geographic reach, and technological capabilities. By acquiring companies with complementary technologies or market positions, Bodycote can strengthen its competitive advantage and accelerate its growth trajectory. Partnerships with research institutions and industry associations can also provide access to new technologies and market insights.
What Opportunities Does BYPLF Have?
- Expansion in emerging markets.
- Increased adoption of additive manufacturing.
- Growing demand for energy-efficient solutions.
- Strategic acquisitions and partnerships.
What Threats Does BYPLF Face?
- Economic downturns impacting industrial production.
- Increased competition from new entrants.
- Fluctuations in raw material costs.
- Technological disruptions in material science.
What Are BYPLF's Competitive Advantages?
- Specialized Expertise: Bodycote possesses deep technical expertise in heat treatment and thermal processing, creating a barrier to entry for new competitors.
- Global Presence: The company's global network of facilities allows it to serve customers worldwide, providing a competitive advantage over regional players.
- Long-Standing Customer Relationships: Bodycote has established long-term relationships with key customers in various industries, ensuring recurring revenue streams.
- Proprietary Technologies: The company's Powdermet technology and other proprietary processes provide a unique competitive advantage.
What Does BYPLF Do?
Founded in 1923 and headquartered in Macclesfield, United Kingdom, Bodycote plc has evolved into a global leader in heat treatment and thermal processing services. The company operates through two primary segments: Aerospace, Defence & Energy, and Automotive & General Industrial. Bodycote offers a range of services designed to enhance the properties of metals and alloys, including surface hardness, temperature resistance, ductility, and strength. These services include heat treatments, metal joining, and hot isostatic pressing (HIP). Their metal joining services encompass electron beam welding, HIP diffusion bonding, hydrogen brazing, induction brazing, and vacuum and honeycomb brazing. Bodycote's HIP services include isostatic pressing and HIP supporting services, along with Powdermet technology, a manufacturing process for complex components using powder metallurgy. Additionally, Bodycote provides surface technologies that prolong the working life of components and protect against environmental factors. These technologies include anodizing, ceramic, flame and combustion spraying, high velocity oxygen fuel, plasma spray, electric arc spraying, aluminide coatings, liquid coatings, and thermo-chemically formed ceramic coatings. Bodycote serves critical industries, including automotive, aerospace and defense, energy, and general industrial markets, ensuring the reliability and performance of essential components.
What Products and Services Does BYPLF Offer?
- Provides heat treatment services to alter the microstructure of metals and alloys.
- Offers metal joining services, including electron beam welding and brazing.
- Delivers hot isostatic pressing (HIP) services for improved material properties.
- Utilizes Powdermet technology for manufacturing complex components using powder metallurgy.
- Applies surface technologies to prolong component life and protect against environmental factors.
- Serves automotive, aerospace and defense, energy, and general industrial markets.
How Does BYPLF Make Money?
- Provides heat treatment and thermal processing services on a contract basis.
- Generates revenue from service fees based on the type and volume of processing.
- Offers specialized services tailored to specific industry requirements.
- Maintains long-term relationships with key customers in various sectors.
What Industry Does BYPLF Operate In?
Bodycote operates within the industrial machinery sector, which is experiencing growth driven by increasing demand for durable and high-performance materials. The market is characterized by technological advancements in material science and manufacturing processes. Bodycote competes with companies like ANDHF (Andritz AG), CHRHF (Chromalloy Gas Turbine Corporation), DEUZF (Deutsche Nickel AG), FMMFF (FMM Group), and HSYDF (Hays plc). The company's specialized services and global presence provide a competitive edge in serving industries with stringent quality and performance requirements.
Who Are BYPLF's Key Customers?
- Automotive manufacturers requiring heat-treated components.
- Aerospace and defense companies needing high-performance materials.
- Energy companies utilizing specialized thermal processing for equipment.
- General industrial companies seeking to improve material properties and durability.
Bodycote plc Financial Trajectory
Bodycote plc (BYPLF) reported $358.0M in revenue for Q4 2025, a decline of 3.0% compared to the prior quarter. The company recorded net income of $27.2M, with diluted EPS of $0.16. Quarter-over-quarter revenue has been mixed, typical for a small-cap company operating in Industrials. Across the four most recent quarters, BYPLF averaged $0.10 in diluted EPS.
Company Profile
Bodycote plc operates in the Industrial - Machinery industry within the Industrials sector. It is headquartered in Macclesfield, GB. The company is led by CEO James Bennett Fairbairn. BYPLF has traded publicly since 2012.
How Bodycote plc Is Valued
Bodycote plc carries a market capitalization of $1.70B, placing it in the small-cap category. Relative to its peer group, BYPLF's quantitative score of 42/100 is roughly in line with the peer average of 48/100.
ROE 9%Key Financial Metrics
Return on equity for Bodycote plc stands at 8.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.2%, showing how much profit it generates from its asset base. BYPLF trades at a trailing price-to-earnings ratio of 22.28, below the Industrials sector average of ~30x. Its free cash flow yield is 5.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.15 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
Bodycote plc's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 3.92 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Bodycote plc revenue of about $705.5M for fiscal 2026, with EPS near $0.48. The estimate reflects 6 contributing analysts.
BYPLF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Global presence with facilities in multiple countries.
- Strong technical expertise in heat treatment and thermal processing.
- Long-standing relationships with key customers.
- Proprietary technologies like Powdermet.
Bear Case
- Exposure to cyclical industries like automotive and aerospace.
- Dependence on raw material prices.
- Limited brand recognition outside of specialized industries.
- Lower gross margin compared to some competitors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $358M | $27M | $0.16 |
| Q2 2025 | $369M | $28M | $0.15 |
| Q4 2024 | $358M | $700,000 | $0.0038 |
| Q2 2024 | $399M | $19M | $0.10 |
Based on FMP financials and quantitative analysis
BYPLF Latest News
-
Apollo Global (APO) and Britain’s Bodycote End Talks Over a £1.52 Billion Takeover Proposal, Reuters Reports
Yahoo! Finance: BYPLF News · Jun 9, 2026
-
Man Group PLC : Form 8.3 - Bodycote Plc
Yahoo! Finance: BYPLF News · Jun 8, 2026
-
Bodycote shares fall as US suitor Apollo ditches £1.5bn bid interest
Yahoo! Finance: BYPLF News · Jun 5, 2026
-
Apollo Doesn't Plan to Make Firm $2 Billion Takeover Offer for Bodycote
wsj.com · Jun 5, 2026
BYPLF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BYPLF.
Price Targets
Wall Street price target analysis for BYPLF.
BYPLF MoonshotScore
What does this score mean?
The MoonshotScore rates BYPLF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Apollo Global (APO) and Britain’s Bodycote End Talks Over a £1.52 Billion Takeover Proposal, Reuters Reports
Man Group PLC : Form 8.3 - Bodycote Plc
Bodycote shares fall as US suitor Apollo ditches £1.5bn bid interest
Apollo Doesn't Plan to Make Firm $2 Billion Takeover Offer for Bodycote
Leadership: James Bennett Fairbairn
Chief Executive Officer
James Bennett Fairbairn serves as the Chief Executive Officer of Bodycote plc, managing a workforce of 4379 employees. His career history includes extensive experience in industrial and manufacturing sectors. Fairbairn's background encompasses strategic leadership, operational excellence, and a focus on driving growth and innovation within the company. He brings a wealth of knowledge in global business management and a commitment to delivering value to shareholders.
Track Record: Under James Bennett Fairbairn's leadership, Bodycote plc has focused on expanding its global presence and enhancing its technological capabilities. Key achievements include strategic investments in new facilities and equipment, as well as initiatives to improve operational efficiency and customer satisfaction. Fairbairn has also overseen the development and implementation of sustainable business practices, aligning the company with environmental and social responsibility goals.
BYPLF OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that Bodycote plc (BYPLF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier often have limited financial disclosure, which increases investment risk compared to companies listed on major exchanges like the NYSE or NASDAQ. This tier is generally for companies with limited operating history or those that cannot meet the requirements for higher OTC tiers.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited Financial Disclosure: OTC companies may have less stringent reporting requirements, making it difficult to assess their financial health.
- Lower Liquidity: OTC stocks typically have lower trading volumes, leading to wider bid-ask spreads and increased price volatility.
- Regulatory Scrutiny: OTC markets are subject to less regulatory oversight than major exchanges, increasing the risk of fraud or manipulation.
- Information Asymmetry: Limited access to information can create an uneven playing field for investors.
- Delisting Risk: Companies may be delisted from the OTC market if they fail to meet certain requirements.
- Verify the company's financial statements and SEC filings (if any).
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's risk factors and potential liabilities.
- Check for any legal or regulatory issues involving the company.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Established Operating History: Bodycote plc has been in operation since 1923, indicating a long-standing presence in the industry.
- Global Operations: The company has a global network of facilities, suggesting a well-established business.
- Serves Reputable Industries: Bodycote serves critical industries such as aerospace, defense, and energy, indicating a level of credibility.
- Financial Metrics: While trading on the OTC market, the company reports a market cap of $1.70B, P/E of 22.3, Profit Margin: 7.6%, Gross Margin: 13.8%, Beta: 1.22, Dividend Yield: 3.48%.
Bodycote plc Industrials Stock: Key Questions Answered
What does Bodycote plc do?
Bodycote plc is a global provider of heat treatment and thermal processing services, enhancing the properties of metals and alloys for various industries. The company operates through two segments: Aerospace, Defence & Energy, and Automotive & General Industrial. Bodycote offers services such as heat treatments, metal joining, hot isostatic pressing (HIP), and surface technologies to improve material performance and durability. Its services are critical for ensuring the reliability and longevity of components in demanding applications.
What are the main risks for BYPLF?
The main risks for Bodycote plc include exposure to cyclical industries like automotive and aerospace, which can impact demand for its services during economic downturns. Fluctuations in raw material costs, such as metals and alloys, can affect profitability. Increased competition from new entrants and technological disruptions in material science also pose potential threats. Additionally, the company faces risks associated with operating in a highly regulated environment and maintaining compliance with industry standards.
What are the key factors to evaluate for BYPLF?
Bodycote plc (BYPLF) holds an AI score of 42/100 (low). P/E: 22.3x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does BYPLF data refresh on this page?
BYPLF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BYPLF's recent stock price performance?
Bodycote plc (BYPLF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global presence with facilities in multiple countries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BYPLF overvalued or undervalued right now?
Bodycote plc (BYPLF) trades at 22.3x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BYPLF?
Before investing in Bodycote plc (BYPLF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding BYPLF to a portfolio?
Key strength of Bodycote plc (BYPLF): Global presence with facilities in multiple countries. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data and market information are based on available sources and may be subject to change.
- OTC market data may have limited availability and reliability compared to major exchanges.