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Burford Capital Ltd Q1 FY26 Results

BURQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue-1.7K1547.4%
Total Income-1.7K1547.4%
Expenditure-150.10465.2%
PBT-1.6K3777.1%
Net Profit-1.6K5376.7%
OPM91.28%25.86pp
NPM94.87%68.85pp
EPS-7.465428.6%
View full financials

Burford Capital Reports 1Q26 Financial Results

08 May 2026 · 8 May, 4:36 pm

Summary

Burford Capital Limited announced its unaudited financial results for the three months ended March 31, 2026. The company reported having ample liquidity, with more than $700 million of cash on hand. However, the YPF loss caused a very large non-cash charge to quarterly earnings, though there is no cash impact from that loss. Consolidated GAAP net loss was $(1,633) million for 1Q26, and net loss attributable to Burford Capital Limited shareholders was $(1,632) million for 1Q26.

Key Highlights

  1. 1

    Burford Capital reported having more than $700 million of cash on hand.

  2. 2

    The company has sight of around $280 million in cash so far this year from the portfolio.

  3. 3

    Consolidated GAAP net loss was $(1,633) million for 1Q26.

  4. 4

    Net loss attributable to Burford Capital Limited shareholders was $(1,632) million for 1Q26.

  5. 5

    The revised fair value for the YPF-related assets is $150 million on a consolidated basis as of March 31, 2026.

  6. 6

    The revised fair value for the YPF-related assets is $93 million on a Burford-only basis as of March 31, 2026.

Management Comments

C

Christopher Bogart

Burford has a multi-billion-dollar portfolio of litigation assets delivering substantial cash returns and the market-leading origination engine. Burford’s business is robust. We have ample liquidity, with more than $700 million of cash on hand, and have sight of around $280 million1 in cash so far this year from the portfolio. While the YPF loss was disappointing and caused a very large non-cash charge to our quarterly earnings, there is no cash impact from that loss. Indeed, if YPF never pays another cent, we will still have generated $236 million in cash proceeds and more than $100 million in profit from the case – and we are optimistic about a positive arbitration outcome.”

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