Andy Thomis

Chief Executive, Cohort

Search every verified Andy Thomis interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Andy Thomis, chief executive of Cohort plc, presented the company's annual results for the 2025/26 financial year in July 2026, reporting record revenue exceeding £306 million and a 32% increase in adjusted operating profit to over £36 million. He attributed the performance to growing global defense expenditure, which he stated reached $2.63 trillion in 2025, and highlighted demand for technologies including counter-drone systems, anti-submarine warfare capabilities, and seabed warfare solutions. Thomis noted that the company's order book stood at £619 million, with contracts extending to 2037. Discussing the geopolitical landscape, Thomis said that "the risks that we now see coming from that are real" and that they "have the potential to affect us here in the United Kingdom." He stated that "we have to plan for a reduced US presence in Europe and a reduced US commitment to NATO because those signals have been very clearly sent," adding that Europe is "responding very strongly in terms of defense spending." Thomis also emphasized Cohort's strategy of organic growth, targeted acquisitions, and investment in research and development, and noted that the company had increased its dividend every year since its IPO 20 years ago.