View Future GrowthBWP Trust 과거 순이익 실적과거 기준 점검 2/6BWP Trust의 수입은 연평균 -8.3%의 비율로 감소해 온 반면, Retail REITs 산업은 수입이 연평균 8.3% 감소했습니다. 매출은 연평균 6.9%의 비율로 증가해 왔습니다. BWP Trust의 자기자본이익률은 10.9%이고 순이익률은 162.2%입니다.핵심 정보-8.27%순이익 성장률-11.13%주당순이익(EPS) 성장률Retail REITs 산업 성장률18.84%매출 성장률6.86%자기자본이익률10.90%순이익률162.23%다음 순이익 업데이트19 Aug 2026최근 과거 실적 업데이트공시 • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024모든 업데이트 보기Recent updatesDeclared Dividend • 1hFirst half dividend increased to AU$0.098Dividend of AU$0.098 is 4.0% higher than last year. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 4.9%, which is lower than the industry average of 5.7%.공시 • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.공시 • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights OfferingDeclared Dividend • Dec 24Final dividend increased to AU$0.096Dividend of AU$0.096 is 4.1% higher than last year. Ex-date: 30th December 2025 Payment date: 27th February 2026 Dividend yield will be 4.7%, which is lower than the industry average of 5.7%.Upcoming Dividend • Dec 24Upcoming dividend of AU$0.096 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 27 February 2026. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (4.7%).공시 • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.공시 • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026공시 • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.공시 • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 24Upcoming dividend of AU$0.092 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 26 February 2025. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (5.6%).Declared Dividend • Dec 24Final dividend of AU$0.092 announcedShareholders will receive a dividend of AU$0.092. Ex-date: 30th December 2024 Payment date: 26th February 2025 Dividend yield will be 5.4%, which is lower than the industry average of 5.7%.공시 • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 23First half dividend of AU$0.093 announcedDividend of AU$0.093 is the same as last year. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 5.0%, which is lower than the industry average of 5.7%.New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to AU$3.43. The fair value is estimated to be AU$4.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (5.8%).공시 • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.공시 • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.공시 • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.공시 • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.공시 • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).공시 • Oct 03+ 1 more updateBWP Trust to Report First Half, 2023 Results on Feb 08, 2023BWP Trust announced that they will report first half, 2023 results on Feb 08, 2023Reported Earnings • Aug 03Full year 2022 earnings released: EPS: AU$0.76 (vs AU$0.41 in FY 2021)Full year 2022 results: EPS: AU$0.76 (up from AU$0.41 in FY 2021). Revenue: AU$153.3m (flat on FY 2021). Net income: AU$486.6m (up 85% from FY 2021). Over the next year, revenue is forecast to grow 3.5% compared to a 23% decline forecast for the reits industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be AU$4.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.54 (up from AU$0.22 in 1H 2021). Revenue: AU$75.9m (flat on 1H 2021). Net income: AU$348.3m (up 142% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9% compared to a 23% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be AU$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 25 February 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).Reported Earnings • Aug 06Full year 2021 earnings released: EPS AU$0.41 (vs AU$0.33 in FY 2020)Full year 2021 results: Revenue: AU$152.2m (down 2.3% from FY 2020). Net income: AU$263.2m (up 25% from FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 27New 90-day low: AU$3.80The company is down 12% from its price of AU$4.32 on 27 November 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.04 per share.Is New 90 Day High Low • Feb 04New 90-day low: AU$4.09The company is down 2.0% from its price of AU$4.18 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.70 per share.Reported Earnings • Feb 04First half 2021 earnings released: EPS AU$0.22 (vs AU$0.21 in 1H 2020)First half 2021 results: Revenue: AU$76.1m (flat on 1H 2020). Net income: AU$144.0m (up 6.2% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to stay flat compared to a 24% decline forecast for the REITs industry in Australia.Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.09 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 30th of December. The trailing yield of 4.2% is below the top quartile of Australian dividend payers (5.1%), but it is higher than industry peers (3.7%).Is New 90 Day High Low • Dec 09New 90-day high: AU$4.36The company is up 10.0% from its price of AU$3.98 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Nov 06New 90-day high: AU$4.19The company is up 7.0% from its price of AU$3.90 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 16New 90-day high: AU$4.18The company is up 7.0% from its price of AU$3.91 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.매출 및 비용 세부 내역BWP Trust가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이CHIA:BWP 매출, 비용 및 순이익 (AUD Millions)날짜매출순이익일반관리비연구개발비31 Dec 252063353030 Sep 252053002030 Jun 252032660031 Mar 251982750031 Dec 241932840030 Sep 241842320030 Jun 241741800031 Mar 24168790031 Dec 23162-210030 Sep 2316080030 Jun 23158370031 Mar 231571430031 Dec 221562500030 Sep 221553680030 Jun 221534870031 Mar 221534770031 Dec 211524670030 Sep 211523650030 Jun 211522630031 Mar 211542410031 Dec 201562190030 Sep 201562150030 Jun 201562110031 Mar 201552180031 Dec 191532260030 Sep 191551980030 Jun 191561690031 Mar 191561640031 Dec 181551590030 Sep 181541710030 Jun 181531830031 Mar 181542180031 Dec 171542540030 Sep 171532390030 Jun 171522240031 Mar 171521900031 Dec 161511570030 Sep 161512340030 Jun 161503110031 Mar 161493150031 Dec 151483200030 Sep 151472650030 Jun 1514521000양질의 수익: BWP는 A$195.7M 규모의 큰 일회성 이익이 있어 31st December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: BWP의 현재 순 이익률 은 지난해 보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BWP의 수익은 지난 5년 동안 연평균 8.3% 감소했습니다.성장 가속화: 지난 1년간 BWP 의 수익 증가율(17.8%)은 연간 평균(-8.3%)을 초과합니다.수익 대 산업: BWP의 지난 1년 수익 증가율(17.8%)은 Retail REITs 업계 평균(69.4%)을 능가하지 못했습니다.자기자본이익률높은 ROE: BWP의 자본 수익률(10.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YReal-estate 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/25 18:08종가2026/06/25 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BWP Trust는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lauren BerryBofA Global ResearchHoward PennyCitigroup IncSimon WheatleyGoldman Sachs13명의 분석가 더 보기
공시 • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026
Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024
Declared Dividend • 1hFirst half dividend increased to AU$0.098Dividend of AU$0.098 is 4.0% higher than last year. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 4.9%, which is lower than the industry average of 5.7%.
공시 • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.
공시 • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offering
Declared Dividend • Dec 24Final dividend increased to AU$0.096Dividend of AU$0.096 is 4.1% higher than last year. Ex-date: 30th December 2025 Payment date: 27th February 2026 Dividend yield will be 4.7%, which is lower than the industry average of 5.7%.
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.096 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 27 February 2026. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (4.7%).
공시 • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.
공시 • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026
공시 • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.
공시 • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.
Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.092 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 26 February 2025. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (5.6%).
Declared Dividend • Dec 24Final dividend of AU$0.092 announcedShareholders will receive a dividend of AU$0.092. Ex-date: 30th December 2024 Payment date: 26th February 2025 Dividend yield will be 5.4%, which is lower than the industry average of 5.7%.
공시 • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 23First half dividend of AU$0.093 announcedDividend of AU$0.093 is the same as last year. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 5.0%, which is lower than the industry average of 5.7%.
New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to AU$3.43. The fair value is estimated to be AU$4.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (5.8%).
공시 • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.
공시 • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024
Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
공시 • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.
공시 • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.
공시 • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.
Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).
공시 • Oct 03+ 1 more updateBWP Trust to Report First Half, 2023 Results on Feb 08, 2023BWP Trust announced that they will report first half, 2023 results on Feb 08, 2023
Reported Earnings • Aug 03Full year 2022 earnings released: EPS: AU$0.76 (vs AU$0.41 in FY 2021)Full year 2022 results: EPS: AU$0.76 (up from AU$0.41 in FY 2021). Revenue: AU$153.3m (flat on FY 2021). Net income: AU$486.6m (up 85% from FY 2021). Over the next year, revenue is forecast to grow 3.5% compared to a 23% decline forecast for the reits industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be AU$4.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.
Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.54 (up from AU$0.22 in 1H 2021). Revenue: AU$75.9m (flat on 1H 2021). Net income: AU$348.3m (up 142% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9% compared to a 23% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be AU$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 25 February 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Aug 06Full year 2021 earnings released: EPS AU$0.41 (vs AU$0.33 in FY 2020)Full year 2021 results: Revenue: AU$152.2m (down 2.3% from FY 2020). Net income: AU$263.2m (up 25% from FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 27New 90-day low: AU$3.80The company is down 12% from its price of AU$4.32 on 27 November 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.04 per share.
Is New 90 Day High Low • Feb 04New 90-day low: AU$4.09The company is down 2.0% from its price of AU$4.18 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.70 per share.
Reported Earnings • Feb 04First half 2021 earnings released: EPS AU$0.22 (vs AU$0.21 in 1H 2020)First half 2021 results: Revenue: AU$76.1m (flat on 1H 2020). Net income: AU$144.0m (up 6.2% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to stay flat compared to a 24% decline forecast for the REITs industry in Australia.
Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.09 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 30th of December. The trailing yield of 4.2% is below the top quartile of Australian dividend payers (5.1%), but it is higher than industry peers (3.7%).
Is New 90 Day High Low • Dec 09New 90-day high: AU$4.36The company is up 10.0% from its price of AU$3.98 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Nov 06New 90-day high: AU$4.19The company is up 7.0% from its price of AU$3.90 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 16New 90-day high: AU$4.18The company is up 7.0% from its price of AU$3.91 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.