Australian Aerospace & Defense Stock News

ASX:BHP
ASX:BHPMetals and Mining

Is It Too Late To Consider BHP Group (ASX:BHP) After Strong Five Year Share Gains?

If you are looking at BHP Group and wondering whether the current share price gives you fair value for one of the biggest names in resources, this article is designed to walk you through that question step by step. BHP Group shares last closed at A$53.23, with returns of 2.2% over 7 days, 11.4% over 30 days, 16.3% year to date, 38.3% over 1 year, 32.8% over 3 years and 68.1% over 5 years, which naturally raises the question of what is already priced in. Recent coverage around BHP Group has...
ASX:WES
ASX:WESMultiline Retail

How Stronger Half-Year Earnings And AI-Funded Price Cuts At Wesfarmers (ASX:WES) Has Changed Its Investment Story

Wesfarmers Limited has reported past half-year results to 31 December 2025, with sales rising to A$24,212 million and net income to A$1,603 million, alongside higher basic earnings per share from continuing operations of A$1.414. Alongside the stronger headline numbers, management warned of uneven consumer spending and outlined plans for price cuts funded by productivity gains, including greater use of artificial intelligence. With these results in hand, we’ll now examine how stronger...
ASX:EVN
ASX:EVNMetals and Mining

Evolution Mining (ASX:EVN) Is Down 6.8% After Lifting Earnings And Fully Franked Dividend - Has The Bull Case Changed?

Evolution Mining Limited has already reported half-year 2025 results showing revenue of A$2,794.35 million and net income of A$766.57 million, and declared a fully franked ordinary dividend of A$0.20 per share for the period, payable on April 2, 2026. The combination of higher earnings per share and an increased fully franked dividend highlights stronger cash generation and management’s willingness to return more capital to shareholders. Next, we’ll explore how this stronger profitability...
ASX:CBA
ASX:CBABanks

Assessing Commonwealth Bank of Australia’s Valuation After Strong Half Year Earnings And Higher Interim Dividend

Commonwealth Bank of Australia (ASX:CBA) has put fresh earnings and income on the table, pairing higher half year net profit with an estimated fully franked interim dividend of A$2.35 per share for eligible shareholders. See our latest analysis for Commonwealth Bank of Australia. At a share price of A$178.19, Commonwealth Bank of Australia has seen strong short term momentum with a 30 day share price return of 18.41% and a 90 day gain of 16.42%. The 1 year total shareholder return of 17.74%...
ASX:SLC
ASX:SLCTelecom

Assessing Superloop (ASX:SLC) Valuation After Profit Return And Lightning Broadband Acquisition

Superloop (ASX:SLC) is back on investors’ radars after its half year to December 31, 2025, showed higher sales and a return to profit, alongside the Lightning Broadband acquisition. See our latest analysis for Superloop. Superloop’s recent half year profit and the Lightning Broadband acquisition have come alongside strong share price momentum, with a 7 day share price return of 20.76% and a 1 year total shareholder return of 33.80%. The 3 year total shareholder return above 3x suggests longer...
ASX:TWE
ASX:TWEBeverage

A Look At Treasury Wine Estates (ASX:TWE) Valuation After Net Loss Dividend Pause And TWE Ascent Launch

Treasury Wine Estates (ASX:TWE) has drawn fresh attention after reporting a half year net loss of A$649.4 million, largely tied to US asset impairments, suspending its interim dividend and launching the TWE Ascent cost program. See our latest analysis for Treasury Wine Estates. The share price reaction has been harsh, with a 7 day share price return of a 10.78% decline and a 30 day share price return of a 14.49% decline, contributing to a 1 year total shareholder return of a 54.12% decline as...
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU) FY 2025 Loss Deepens Challenging Bullish Growth Narrative

Iluka Resources FY 2025 earnings snapshot Iluka Resources (ASX:ILU) has capped FY 2025 with a mixed set of numbers, as second half revenue came in at A$437.6 million alongside a basic EPS loss of A$0.89, following a profitable first half. The company has seen revenue shift from A$540.6 million and EPS of A$0.23 in 2H 2024 to A$577.8 million and EPS of A$0.22 in 1H 2025, before landing at A$437.6 million with a loss in 2H 2025. This puts the focus squarely on how sustainably Iluka can convert...
ASX:HM1
ASX:HM1Capital Markets

Hearts And Minds Investments (ASX:HM1) Margin Decline Tests Bullish Narratives After H1 2026 Results

Hearts and Minds Investments (ASX:HM1) has posted its H1 2026 numbers with trailing twelve month revenue of A$43.3 million and basic EPS of A$0.08, while the latest reported half year in H2 2025 showed revenue of A$28.1 million and basic EPS of A$0.06. This keeps the focus firmly on how much profit it is converting from its investment portfolio. Over recent reporting periods the company has seen revenue move from A$57.7 million in H2 2024 to A$133.6 million in H1 2025 and A$28.1 million in H2...
ASX:AHC
ASX:AHCMedical Equipment

Austco Healthcare H1 EPS Jump Challenges Margin Concerns In Bullish Growth Narrative

Austco Healthcare (ASX:AHC) has reported a solid set of H1 2026 numbers, with revenue of A$48.2 million and net income of A$4.7 million translating to basic EPS of A$0.0128 as the company updates the market on its latest half year. Over the past three reported halves, revenue has moved from A$36.9 million in H1 2025 to A$44.5 million in H2 2025 and now A$48.2 million, while basic EPS has shifted from A$0.0081 to A$0.0082 and now A$0.0128. Together, these figures give investors clearer...
ASX:PPM
ASX:PPMDiversified Financial

Pepper Money (ASX:PPM) Net Margin Strength Reinforces Bullish Profitability Narratives

Pepper Money (ASX:PPM) has put fresh numbers on the table for FY 2025, with first half revenue of A$187.4 million, basic EPS of A$0.106, and net income of A$47 million setting the tone against a trailing 12 month revenue base of A$396.5 million and EPS of A$0.236. The company has seen revenue move from A$186.1 million and basic EPS of A$0.106 in the first half of 2024 to A$200.8 million and A$0.118 in the second half of 2024, while trailing 12 month net income has tracked at A$104.6 million...
ASX:TCL
ASX:TCLInfrastructure

Transurban Group H1 2026 Margin Turnaround Tests Bulls On Earnings Quality Narratives

Transurban Group (ASX:TCL) has just posted its H1 2026 scorecard, with revenue of A$1.9 billion and basic EPS of A$0.06, while trailing twelve month figures show revenue of A$3.9 billion and basic EPS of A$0.15, as earnings growth over the past year has been very large and margins have moved to 12.2% from 2%. The company has seen revenue shift from A$2.0 billion in H2 2024 to A$1.8 billion in H1 2025 and A$1.9 billion in H2 2025, with basic EPS moving from A$0.04 to a loss of A$0.02 and then...
ASX:RDX
ASX:RDXTrade Distributors

Redox (ASX:RDX) Margin Compression Resurfaces Bearish Narratives Despite Revenue Growth Forecasts

Redox (ASX:RDX) has put fresh numbers on the board for H1 2026, with trailing 12 month revenue of A$1.29b and net income of A$81.0 million framing the latest set of results. Prior half year snapshots show revenue at A$631.8 million with EPS of A$0.076 in H1 2025, A$611.9 million with EPS of A$0.070 in H2 2025, and A$555.4 million with EPS of A$0.097 in H2 2024. Over those periods, the data tracks a revenue step up from A$555.4 million in H2 2024 to A$631.8 million in H1 2025, alongside shifts...
ASX:SXE
ASX:SXEConstruction

ASX Growth Stocks With High Insider Ownership For February 2026

As the Australian market navigates a busy reporting season with major companies like Rio Tinto and Telstra sharing their results, the ASX is poised for growth, buoyed by gains in U.S. tech stocks despite ongoing concerns about inflation. In this context, identifying growth companies with high insider ownership can be particularly appealing to investors seeking stability and confidence in management's commitment to long-term success.
ASX:BFG
ASX:BFGCapital Markets

Undiscovered Gems in Australia with Strong Fundamentals February 2026

As the Australian market navigates a busy reporting season, bolstered by gains in tech stocks and fluctuating commodity prices, investors are keenly watching the ASX for signs of stability and growth. In this environment, identifying stocks with strong fundamentals becomes crucial, as they offer resilience amid economic shifts and sector-specific developments.
ASX:GDG
ASX:GDGInsurance

ASX Penny Stock Gems: Generation Development Group And Two More To Consider

The Australian market is experiencing a busy reporting day, with significant activity from blue-chip companies and a positive influence from tech stock rebounds in the U.S. For investors interested in smaller or newer companies, penny stocks—despite their somewhat outdated name—remain an intriguing investment area. These stocks can offer growth potential at lower price points when backed by strong financials and solid fundamentals.
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Valuation Check After Half Year Earnings Growth And New Dividend

Northern Star Resources (ASX:NST) has drawn investor attention after reporting half year earnings to December 31, 2025, alongside a declared dividend of A$0.25 per share, combining profit distribution with updated operating performance. See our latest analysis for Northern Star Resources. The earnings release and dividend news follow a period of firm share price gains. Northern Star Resources’ 90 day share price return of 11.22% and 2026 year to date share price return of 16.09% sit alongside...
ASX:AUI
ASX:AUICapital Markets

Australian United Investment (ASX:AUI) Results Highlight 86% Net Margin And Test Rich Valuation Narrative

Australian United Investment (ASX:AUI) has laid out a steady set of numbers for H1 2026, with total revenue of A$28.0 million and basic EPS of A$0.20 anchoring the latest result. The company has seen revenue move from A$29.4 million in H2 2024 to A$29.0 million in H1 2025 and A$28.0 million in H2 2025, while basic EPS has tracked around A$0.20 across those periods, giving investors a relatively consistent earnings line to work with. With net profit margins sitting at very high levels on a...
ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD) Net Margin Of 28.5% Tests Bullish Growth Narratives

Genesis Minerals (ASX:GMD) has reported a busy set of H1 2026 numbers, with total revenue for the latest half at A$581.4 million and basic EPS of A$0.15, compared with a trailing 12 month profile that shows A$1.4 billion of revenue and basic EPS of A$0.36. The company’s revenue has moved from A$222.7 million and EPS of A$0.07 in H2 2024 to A$338.7 million and EPS of A$0.05 in H1 2025, then to A$581.4 million and EPS of A$0.15 in H2 2025. This sets up H1 2026 as another data point in a rapidly...
ASX:BGA
ASX:BGAFood

Bega Cheese (ASX:BGA) Margin Squeeze And One Off Loss Test Bullish Recovery Narrative

Bega Cheese (ASX:BGA) has just posted its H1 2026 scorecard, with trailing 12‑month revenue at about A$3.6b and Basic EPS of A$0.03, set against a recent half year that included a one off loss of A$38.2m. Over recent halves, the company has seen revenue move from A$1.79b in H2 2024 to A$1.78b in H1 2025 and A$1.76b in H2 2025, while Basic EPS shifted from A$0.01 in H2 2024 to A$0.10 in H1 2025 and a loss of A$0.13 in H2 2025. This has left investors focused on how quickly margins can rebuild...
ASX:TLS
ASX:TLSTelecom

Telstra Group (ASX:TLS) Margin Expansion Reinforces Bullish Profitability Narratives

Telstra Group (ASX:TLS) has released its H1 2026 scorecard with trailing 12 month revenue of A$23.1 billion and basic EPS of A$0.20, setting a clear benchmark for how the telco is converting its scale into earnings. Over recent periods, the company has seen revenue move from A$11.5 billion in H2 2024 to A$11.6 billion in H1 2025 and A$11.5 billion in H2 2025, while basic EPS shifted from A$0.06 in H2 2024 to A$0.09 in H1 2025 and A$0.10 in H2 2025, giving investors a consistent read on how...
ASX:SFC
ASX:SFCAuto Components

Schaffer (ASX:SFC) Margin Compression Reinforces Bearish Narratives After H1 2026 Earnings

Schaffer (ASX:SFC) has laid out a softer set of headline numbers for H1 2026, with total revenue of A$117.4 million and basic EPS of A$0.85 against a backdrop of lower trailing net profit margins and a five year earnings decline averaging 9.4% a year. The company has seen half yearly revenue move from A$113.3 million and basic EPS of A$1.34 in H2 2024 to A$112.3 million and A$0.94 in H1 2025, then to A$117.4 million and A$0.85 in H2 2025. The latest print therefore lands in the context of...
ASX:IPH
ASX:IPHProfessional Services

IPH (ASX:IPH) Margin Compression Challenges Bullish Narrative Into H1 2026 Earnings Season

IPH’s H1 2026 earnings in focus IPH (ASX:IPH) has put its latest half on the table with H2 2025 revenue of A$364.6 million and basic EPS of A$0.12, setting the scene for investors weighing up how the business is tracking into H1 2026 on a trailing 12 month view. The company has seen revenue move from A$332.1 million in H2 2024 to A$341.6 million in H1 2025 and then A$364.6 million in H2 2025. Over the same periods, basic EPS went from A$0.16 to A$0.14 and then A$0.12. With trailing 12 month...
ASX:360
ASX:360Software

Will Uber Tie-Up Deepening Family Mobility Integration Change Life360's (ASX:360) Super App Narrative?

On 17 February 2026, Uber Technologies, Inc. announced an expanded partnership with Life360, enabling linked accounts, real-time trip tracking, ride booking, and integrated membership benefits to help families, including teens, coordinate transportation with greater visibility and control. This deeper integration supports Life360’s ambition to become a comprehensive family coordination app by embedding everyday mobility services directly into its cross-platform safety and connectivity...