Performance reportAugust 2026  ·  January to August 2026

August gross profit
£64,347£77,069
+£16,847 against target+£29,569 against target
Gross profit · Jan–Aug
£300,394£399,289
(£79,606) against £380,000+£19,289 against £380,000
Bottom line · Jan–Aug
(£66,126)£32,769
after overheads, dividends and fee
Overheads · Jan–Aug
£32,942 over
against a £230,057 budget

Director’s summary  ·  August 2026

August above target

August was the strongest month of the year on the books. Gross profit of £64,347 came in £16,847 above the £47,500 target and the bottom line was £29,059. As recorded, that does not rescue the year: January to August 2026 made £300,394 of gross profit against a £380,000 target, £79,606 short, only 2 of the 8 months reached the target, and the bottom line stands at (£66,126).Matched to the work, the year reads differently. The Staveley advance was booked in November and December 2025, before the job started; releasing it over the days actually worked puts £98,895 into January to August 2026. Gross profit becomes £399,289, £19,289 ahead of the £380,000 target, 5 of the 8 months reach it, and the bottom line is £32,769. August alone makes £77,069 of gross profit on this basis.

As recorded. Xero figures with the BUS grants received for WarmFloors stripped out. The Staveley advance stays where it was booked, in November and December 2025.Matched to the work. The Staveley advance is released across January to August 2026 in proportion to the shift days worked there, with £64,438 held back for the 252 days still to do. A management view only; it is never posted.
On the work actually done the year is at target; the recorded shortfall is the Staveley advance landing in 2025. The gap between the two views is timing, not trading. £98,895 of the £163,333 advance has now been earned on the shift days worked, and £64,438 is still to come as the remaining 252 days are done. On either view April and July fall well short of the target. July also carries £22,359 more parts than the July report showed, which is most of why its gross profit is now £6,204 rather than the £35,058 reported. Read July and August together: £70,552 of gross profit against a £95,000 target, which looks like costs landing in one month and not the other. Overheads ran £32,942 over budget across January to August 2026, and £27,767 of the overruns sit in General Expenses and Prosper Squared.
A frozen record of the August 2026 close. It looks back to 1 January because a month reviewed between June and November does; from December it looks back to 1 June.

Position

Jan–Aug
Months at the target£47,500 of gross profit a month2 of 85 of 8
Strongest monthAugust 2026February 2026£64,347£81,954
Weakest monthJuly 2026April 2026£6,204£13,601
Largest overhead overrunGeneral Expenses and Prosper Squared£27,767
Staveley advance still to earn252 days of work still to do£64,438
July gross profit restatednow £6,204, reported £35,058(£28,854)

Gross profit and bottom line  ·  January to August 2026

Hover a month for the detail
Gross profitBottom line, after overheads, dividends and the group fee£47,500 monthly target
(£50k)(£25k)£0£25k£50k£75k£100kFINANCIAL YEAR 26–27January 2026 · gross profit £37,349, (£10,151) against the target · bottom line (£15,866)£37kFebruary 2026 · gross profit £63,799, +£16,299 against the target · bottom line £12,738£64kMarch 2026 · gross profit £35,325, (£12,175) against the target · bottom line (£14,528)£35kApril 2026 · gross profit £8,359, (£39,141) against the target · bottom line (£34,249)£8kMay 2026 · gross profit £46,930, (£570) against the target · bottom line £455£47kJune 2026 · gross profit £38,081, (£9,419) against the target · bottom line (£1,703)£38kJuly 2026 · gross profit £6,204, (£41,296) against the target · bottom line (£42,031)£6kAugust 2026 · gross profit £64,347, +£16,847 against the target · bottom line £29,059£64kJanuary 2026 · bottom line (£15,866)(£16k)February 2026 · bottom line £12,738£13kMarch 2026 · bottom line (£14,528)(£15k)April 2026 · bottom line (£34,249)(£34k)May 2026 · bottom line £455£455June 2026 · bottom line (£1,703)(£2k)July 2026 · bottom line (£42,031)(£42k)August 2026 · bottom line £29,059£29kJanuary 2026 · gross profit £46,235, (£1,265) against the target · bottom line (£6,980)£46kFebruary 2026 · gross profit £81,954, +£34,454 against the target · bottom line £30,893£82kMarch 2026 · gross profit £58,658, +£11,158 against the target · bottom line £8,805£59kApril 2026 · gross profit £13,601, (£33,899) against the target · bottom line (£29,007)£14kMay 2026 · gross profit £55,240, +£7,740 against the target · bottom line £8,765£55kJune 2026 · gross profit £50,611, +£3,111 against the target · bottom line £10,826£51kJuly 2026 · gross profit £15,921, (£31,579) against the target · bottom line (£32,314)£16kAugust 2026 · gross profit £77,069, +£29,569 against the target · bottom line £41,781£77kJanuary 2026 · bottom line (£6,980)(£7k)February 2026 · bottom line £30,893£31kMarch 2026 · bottom line £8,805£9kApril 2026 · bottom line (£29,007)(£29k)May 2026 · bottom line £8,765£9kJune 2026 · bottom line £10,826£11kJuly 2026 · bottom line (£32,314)(£32k)August 2026 · bottom line £41,781£42kTargetJanFebMarAprMayJunJulAug

As recorded, 2 of the 8 months reached the £47,500 target and the bottom line was positive in 3. The weakest were July, which turned £152,827 of revenue into £6,204 and April, which turned £131,979 of revenue into £8,359. Since the financial year started in June, June to August 2026 made £108,633 against a £142,500 target.Matched to the work, the bottom line is positive in 5 of the 8 months, and the release follows the site: March carries the most, £23,333 on 91.25 person days. 5 of the 8 months now reach the target, and January, April and July still fall short. Since June, June to August 2026 makes £143,601 against £142,500.

August in full

revenue to bottom line

August turned £146,747 of revenue into £64,347 of gross profit, a margin of 43.8%. The July 2026 forecast expected £193,182 of revenue and £70,790 of gross profit, so revenue landed £46,435 below it and gross profit £6,442 below. Trading overheads were £22,136 against a £28,592 budget, helped by a £2,021 rent credit. A 43.8% margin is high for this business and follows July's low one, so treat the two months as a pair until the August costs are confirmed complete.

As recordedMatchedTarget or budgetJuly forecast
Revenue£146,747£159,468£193,182
Cost of sales(£82,399)
Gross profit£64,347£77,069£47,500£70,790
Gross margin43.8%48.3%36.6%
Trading overheads(£22,136)(£28,592)
Operating result£42,212£54,933
Other income£0
Dividends and Leodis Group fee(£13,153)
Bottom line£29,059£41,781
The July 2026 forecast is compared on revenue and gross profit only; it carried a modelled finance line rather than the fee and dividends.

Projects

from the latest project reports

Tetley Hall Block E and Meadow Croft, Thorner are forecast at or above the margin they were priced at, and 6 Staveley Road below it. Meadow Croft, Thorner has no August report yet, so its figures are from July 2026.

ProjectForecast marginCompleteGross profit a day
Tetley Hall Block Epriced at 25.9%  ·  August 2026 report34.2%80.0%£319
6 Staveley Roadpriced at 33.7%  ·  August 2026 report29.6%51.3%£317
Meadow Croft, Thornerpriced at 28.9%  ·  July 2026 report30.3%44.7%£230
Gross profit a day is the whole job forecast per labour day, read against £209 to break even and £297 at target.

The months in full

follows the basis switch
MonthRevenueGross profitMarginAgainst targetTrading overheadsOperating resultOther incomeDividends and group feeBottom line
January 2026£134,966£143,852£37,349£46,23527.7%32.1%(£10,151)(£1,265)(£40,063)(£2,714)£6,172(£13,153)(£15,866)(£6,980)
February 2026£132,745£150,900£63,799£81,95448.1%54.3%+£16,299+£34,454(£37,908)£25,890£44,046(£13,153)£12,738£30,893
March 2026£121,137£144,470£35,325£58,65829.2%40.6%(£12,175)+£11,158(£37,715)(£2,390)£20,944£1,014(£13,153)(£14,528)£8,805
April 2026£131,979£137,221£8,359£13,6016.3%9.9%(£39,141)(£33,899)(£29,456)(£21,097)(£15,855)(£13,153)(£34,249)(£29,007)
May 2026£146,421£154,731£46,930£55,24032.1%35.7%(£570)+£7,740(£33,322)£13,607£21,918(£13,153)£455£8,765
June 2026£173,298£185,828£38,081£50,61122.0%27.2%(£9,419)+£3,111(£27,317)£10,764£23,294£685(£13,153)(£1,703)£10,826
July 2026£152,827£162,544£6,204£15,9214.1%9.8%(£41,296)(£31,579)(£35,083)(£28,879)(£19,162)(£13,153)(£42,031)(£32,314)
August 2026£146,747£159,468£64,347£77,06943.8%48.3%+£16,847+£29,569(£22,136)£42,212£54,933(£13,153)£29,059£41,781
June to August 2026, financial year to date£472,872£507,840£108,633£143,60123.0%28.3%(£33,867)+£1,101(£84,536)£24,097£59,065£685(£39,458)(£14,675)£20,293
January to August 2026£1,140,119£1,239,014£300,394£399,28926.3%32.2%(£79,606)+£19,289(£262,999)£37,395£136,290£1,699(£105,220)(£66,126)£32,769
Bottom line is the operating result plus other income, less dividends and the £10,000 a month Leodis Group fee, which are shown together. It is not an after tax figure. Dividends count against the target. June dividends are shown at the monthly amount; the extra in Xero belongs to another month.

Overheads against budget  ·  January to August 2026

ranked by pounds over budget

Trading overheads, with dividends and the Leodis Group fee shown separately, ran £262,999 across January to August 2026 against a £230,057 budget, £32,942 over. The net figure hides how much ran over: £58,970 across 21 lines, offset by £26,028 of lines under budget. General Expenses and Prosper Squared alone is £27,767, 47% of the overruns. The largest line under budget is Rent and business rates at £11,582.

Net against budget£32,942 over£262,999 spent against £230,057
Lines over budget£58,97021 lines, ranked below
Lines under budget£26,02814 lines, the largest below

Over budget, largest first

LineAug actualAug budgetAug overJan–Aug actualJan–Aug budgetJan–Aug overShare
General Expenses and Prosper SquaredProsper Squared ran £13,000 in January and £8,500 in February against a £2,000 monthly budget, and July carries £7,946, including £5,500 of engineer bonuses. From June Xero posts Prosper Squared inside General Expenses.£2,000£2,000£0£43,767£16,000+£27,76747%
Business InsuranceOver budget in 7 of 8 months. The excess is Vitality health, which the budget assumed was cancelled.£2,180£2,060+£120£21,565£16,480+£5,0859%
Vehicle FuelOver the £1,500 monthly budget in 6 of 8 months.£2,243£1,500+£743£16,153£12,000+£4,1537%
Depreciation chargeNot budgeted, and posted for January to May 2026 only, so the later months carry none yet and look lighter than they are.£0none£0£3,769none+£3,7696%
Office SuppliesAugust alone was £1,125 against a £100 budget; the bill behind it is still to be confirmed.£1,125£100+£1,025£4,445£800+£3,6456%
Accountancy FeesJune carried £1,748, which includes the year end accounts.£498£500(£2)£6,118£4,000+£2,1184%
Digital MarketingHigher by design; the directors have agreed the extra spend.£0£245(£245)£3,694£1,960+£1,7343%
Digital SystemsOver budget in 4 of 8 months; the largest was March at £2,206.£764£1,100(£336)£10,501£8,800+£1,7013%
Vehicle RepairsOver budget in 4 of 8 months; the largest was May at £2,542.£92£550(£458)£5,835£4,400+£1,4352%
Training CostsOver budget in 2 of 8 months; the largest was August at £1,158.£1,158£100+£1,058£1,958£800+£1,1582%
Postage and CarriageOver budget in 6 of 8 months; the largest was July at £880.£277£125+£152£2,102£1,000+£1,1022%
TravelOver budget in 6 of 8 months; the largest was April at £1,262.£213£500(£287)£5,020£4,000+£1,0202%
SubsistenceOver budget in 6 of 8 months; the largest was April at £451.£105£150(£45)£2,031£1,200+£8311%
UniformOver budget in 2 of 8 months; the largest was March at £2,029.£8£300(£292)£3,199£2,400+£7991%
Vehicle InsuranceOver budget in 4 of 8 months; the largest was July at £1,911.£1,911£1,505+£406£12,826£12,040+£7861%
ParkingOver budget in 4 of 8 months; the largest was January at £513.£16£158(£141)£1,855£1,260+£5951%
Tools & EquipmentOver budget in 5 of 8 months; the largest was July at £929.£318£335(£17)£3,257£2,680+£5771%
DonationsNot budgeted. The largest month was February at £300.£0none£0£456none+£4561%
Equipment RepairsOver budget in 3 of 8 months; the largest was June at £563.£50£150(£100)£1,336£1,200+£1360%
CoffeeNot budgeted. The largest month was February at £46.£0none£0£94none+£940%
Bank ChargesOver budget in 6 of 8 months; the largest was January at £75.£66£67(£1)£547£536+£110%

Under budget

LineJan–Aug actualBudgetUnder
Rent and business ratesAugust carries a £2,021 rent credit. The business rates budget has no account of its own in Xero, so it shows as a saving whether the rates are paid inside rent or not.£13,314£24,896(£11,582)
Vehicle HireUnder budget in 7 of 8 months.£16,787£22,640(£5,853)
Drinks & Entertaining ClientsUnder budget in 5 of 8 months.£6,052£8,400(£2,348)
Office PayrollBudgeted at £3,052.03 a month, the one office salary with its employer costs; August was £3,052.03.£22,713£24,416(£1,703)
Other Interest ChargesUnder budget in 1 of 8 months.(£1,490)£0(£1,490)
AccreditationsUnder budget in 1 of 8 months.£1,075£1,844(£769)
8 other lines£54,022£56,304(£2,282)

Below the operating result

Dividendsinside the target, which was set to cover them£25,220
Leodis Group fee£10,000 a month, not compared with the budget£80,000
Budget from the phased overhead budget: FY 25–26 Overhead Master Reference V4, Monthly Budget Reference; FY 26–27 portal overhead budget, overhead-home.njk OH_LINES; budget corrections agreed 10 September 2026. The Leodis Group fee budget line is left out, because the fee is reported below the operating result, and the PAYE budget line is left out, because employer taxes sit inside the payroll lines. General Expenses is read with Prosper Squared because Xero posts Prosper Squared inside General Expenses from June, and Rent is read with the business rates budget, which has no account of its own.

June and July restated

against the issued reports

The figures for June and July now come straight from Xero, and they differ from the reports the directors were given. Each month is walked below from the gross profit it reported to the figure today. The bottom line is not compared, because those reports deducted a modelled finance charge of £10,760 a month where this report deducts dividends and the Leodis Group fee.

June 2026

Revenue is £1,830 higher than reported and gross profit barely moves, ending at £38,081. CIS Labour Expense is £2,011 higher, CIS Materials Purchased is £1,857 higher and £1,830 of GHC labour recharges, which the issued report took out, are now left in. The movements largely cancel out.

Gross profit
In the issued report£38,088
Adjusted in the issued report itself+£5
CIS Labour Expense cost(£2,011)
CIS Materials Purchased cost(£1,857)
Miscellaneous Income income+£1,830
DRC subcontractors cost+£1,411
Parts Purchased cost+£616
Now, from Xero£38,081

July 2026

Revenue is £3,116 lower than reported and gross profit falls by £28,854 to £6,204. Parts Purchased is £22,359 higher, MEP Project Income is £4,121 lower and Standard subcontractors is £2,785 higher. The parts are most of the fall.

Gross profit
In the issued report£35,058
Adjusted in the issued report itself(£630)
Parts Purchased cost(£22,359)
MEP Project Income income(£4,121)
Standard subcontractors cost(£2,785)
Miscellaneous Income income+£1,005
CIS Materials Purchased cost+£428
Equipment Hire cost(£391)
Now, from Xero£6,204

For the meeting

owners and dates to agree

The figures above point to these decisions. Owners and dates are for the meeting to agree.

DecisionAmountOwnerBy
Prosper SquaredAgree what Prosper Squared costs each month, budget any engineer bonuses openly, and move it back to its own account so it stops disappearing into General Expenses.£27,767To agreeTo agree
Vitality healthKeep or cancel. It is the reason business insurance runs over budget.£5,085To agreeTo agree
Intercompany rechargesSettle one treatment for the GHC and WarmFloors labour recharges, which the June and July reports handled differently, and confirm every day booked to their jobs has been invoiced.To agreeTo agree
Staveley days still to doConfirm the 252 days still to do cover the scope the advance paid for; the sum held back moves with them.£64,438To agreeTo agree

Sources and method

Figures are Xero actuals for January to August 2026. Two changes are made to them. The BUS grants Leodis received and passed on to WarmFloors are stripped out, which moves income and overheads but not profit. June 2026 carried a second dividend that belongs to another month and is already counted there, so it is taken out. The Staveley release is shown alongside the recorded figures and never replaces them. Depreciation is posted for January to May 2026 only.

Profit and loss, January to May 20262025-2026 - Financial Year - Full.xlsx
Profit and loss, June to August 20262026-2027 - Financial Year - Q1.xlsx
Overhead budgetFY 25–26 Overhead Master Reference V4, Monthly Budget Reference; FY 26–27 portal overhead budget, overhead-home.njk OH_LINES; budget corrections agreed 10 September 2026
BUS grants stripped6 transactions: 16 February 2026 payment £7,500, 16 February 2026 receipt £7,500, 6 July 2026 receipt £7,500, 10 July 2026 payment £7,500, 20 July 2026 receipt £7,500, 6 August 2026 payment £7,500. Net effect on the bottom line £0.
Dividend timingJune 2026 carries £6,305.00 of dividends against the £3,152.50 paid every month. The extra £3,152.50 is a dividend for another month that is already counted there, so it is taken out of June 2026.
Recoded in XeroDirectors' Drawings, June £2,044, July £2,012, August £2,012, recoded to Net Wages on 15 September 2026. Directors' pay is charged to Directors Remuneration by the wages journal, so these payments counted it twice; the drawings budget came out with them.
Staveley release£173,333 recorded in November and December 2025, less £10,000 of design, released on 386.75 person days worked of 638.75 expected: £98,895 released to the end of August 2026, £64,438 held back.
Staveley person daysLeodis Shifts Report YYYY-MM.xlsx, Detail day share for any site containing "stave"
Staveley days still to do2026-08 - Priced vs Actual - 6 Staveley Road(2).xlsx, Sheet1 M5, M25, M36, M51
Issued June and July basis2026-08 - Leodis Developments - Historical Review.xlsx and pl-history.js
PreparedSeptember 2026 · data extracted 10 September 2026 · page generated 15 September 2026