Australian Aerospace & Defense Stock News

As the Australian stock market experiences a positive trend, buoyed by a robust February reporting season and modest gains on Wall Street, investors are keenly observing potential opportunities among undervalued stocks. In this environment, identifying stocks trading below their estimated intrinsic value can be particularly appealing for those looking to capitalize on favorable market conditions.

Over the last 7 days, the Australian market has remained flat, but over the past year, it has risen by 4.4%, with earnings forecasted to grow by 12% annually. Penny stocks may be a throwback term, but they continue to represent intriguing opportunities for growth at lower price points. By focusing on smaller or newer companies with strong balance sheets and solid fundamentals, investors can uncover hidden gems that offer potential upside without many of the typical risks associated with this...

Mirvac Group (ASX:MGR) has put fresh numbers on the table for H1 2026, with revenue of A$1.5b and basic EPS of A$0.017, setting the tone for how its earnings profile is evolving at a A$2.04 share price. The group has seen revenue move from A$1.8b in H2 2024 to A$1.2b in H1 2025 and then to A$1.5b in H2 2025, while basic EPS shifted from a loss of A$0.153 in H2 2024 to A$0.0003 in H1 2025 and A$0.017 in H2 2025. This progression gives investors a clearer read on how margins are tracking across...

Lottery (ASX:TLC) has laid out its H1 2026 scorecard, reporting revenue of A$1.97b and basic EPS of A$0.085. The company has seen revenue move from A$2.11b in H2 2024 to A$1.78b in H1 2025 and A$1.97b in H2 2025, while basic EPS has tracked from A$0.088 to A$0.079 and then A$0.085 over the same periods. This gives investors a clearer view of how the top and bottom line are pairing up. With net income at A$189.8m this half and net profit margins holding steady year over year, the latest...

Leadership change in Convenience and Mobility Viva Energy Group (ASX:VEA) has appointed Teresa Rendo as Chief Executive Officer for its Convenience and Mobility business, a move that puts experienced retail leadership at the center of its fuel and convenience network. Rendo brings more than 25 years of senior roles across Australian retailers, including The Just Group, BIG W and Woolworths Supermarkets, and will assume responsibilities from interim CEO Jennifer Gray from July 2026. See our...

Healius (ASX:HLS) has reported its H1 2026 numbers with revenue of A$688.1 million and a basic EPS loss of A$0.04 per share, keeping the focus firmly on how quickly its earnings profile can stabilise from here. The company has seen first half revenue move from A$620.8 million in H1 2024 to A$688.1 million in H1 2025, while basic EPS has shifted from a loss of A$1.08 per share to a smaller loss of A$0.04 per share. The current release therefore lands against a backdrop of heavy but narrowing...

Vicinity Centres H1 2026 earnings snapshot Vicinity Centres (ASX:VCX) has put fresh numbers on the table for H1 2026, with H2 2025 revenue at A$677.2 million and basic EPS of A$0.112, backed by funds from operations of A$329.7 million. The group has seen recent revenue move from A$669.8 million in H2 2024 to A$702.3 million in H1 2025 and then A$677.2 million in H2 2025, while basic EPS shifted from A$0.071 in H2 2024 to A$0.108 in H1 2025 and A$0.112 in H2 2025. For investors, the mix of...

Challenger Limited (ASX:CGF) recently reported half-year net income of A$338.7 million, sharply higher than a year earlier, lifted interim dividends to 15.5 cents per share, and announced a Board-approved share buyback program subject to APRA approval, with 691,661,481 shares on issue as at 17 February 2026. Taken together, the stronger earnings, higher fully franked dividend and proposed buyback highlight management’s confidence in capital strength and the cash-generating profile of...

Expanded partnership with Expensify puts integrations in focus Expensify, Inc. has expanded its partnership with Xero (ASX:XRO), introducing cross platform discounts, joint marketing, and closer onboarding to make expense and accounting workflows simpler for small business customers across both ecosystems. See our latest analysis for Xero. The Expensify news landed against a weak recent share price backdrop, with Xero’s A$79.88 quote sitting after a 30 day share price return decline of 20.82%...

SRG Global Limited recently reported half-year 2025 results showing higher sales of A$743.94 million and net income of A$26.62 million, lifted its fully franked interim dividend to A$0.03 per share, and announced board changes effective 17 February 2026 as part of its renewal and succession plans. The addition of experienced capital-markets-focused non-executive directors alongside an increased dividend payment suggests SRG Global’s board is aligning governance, balance sheet discipline and...

Macmahon Holdings Limited reported its half-year 2026 results, posting higher revenue of A$1,310.53 million and net income of A$48.21 million for the period ended 31 December 2025, while the Board declared a fully franked interim dividend of 0.95 cents per share, up very large from 1H25 and in line with its 30%–45% payout range. By pairing stronger earnings with a materially higher interim dividend payout, Macmahon Holdings is signalling confidence in its cash generation and reinforcing its...

Beach Energy Limited has already reported half-year 2025 results showing sales of A$1,040 million, net income of A$150.2 million and lower earnings per share than a year earlier, while declaring a fully franked interim dividend of A$0.01 per share for the six months to 31 December 2025. Alongside a modest production outlook for fiscal 2026, the combination of softer profitability and a reduced dividend sharpens investor focus on how Beach balances capital discipline with shareholder...

Cochlear Limited recently reported half-year 2025 results showing largely flat sales of A$1,167.2 million but lower net income of A$161.5 million and reduced earnings per share versus the prior year. At the same time, the company held its interim franked dividend steady at A$2.15 per share, implying management’s desire to signal confidence despite Nexa rollout and contracting challenges pressuring profit and guidance. We’ll now examine how weaker profit guidance, tied to delays in Nucleus...

Australian Clinical Labs (ASX:ACL) is in focus after reporting half year 2025 results that show lower net income while sales remained close to prior levels, and the company also declared a fully franked interim dividend. See our latest analysis for Australian Clinical Labs. The latest half year result and interim dividend have arrived against a weaker backdrop for shareholders, with the share price at A$2.15 after a 30 day share price return decline of 15.35% and a 1 year total shareholder...

Earlier this week, BHP Group reported half-year 2026 results showing higher sales of US$27,902 million and net income of US$5,640 million, with copper surpassing iron ore as its main earnings driver, alongside a US$0.73 per share interim dividend and upgraded copper production guidance into 2027. The company also entered a US$4.30 billion silver streaming agreement over Antamina output with Wheaton Precious Metals, unlocking cash from a non-core by-product to fund copper and potash growth...

Carlton Investments (ASX:CIN) H1 2026 Earnings Snapshot Carlton Investments (ASX:CIN) has posted H1 2026 results that keep its earnings story in focus, with trailing 12 month net income at A$39.5 million and basic EPS at A$1.49, set against a current share price of A$36. Looking back, the company has seen half year revenue move from A$20.1 million and EPS of A$0.72 in H2 2024 to A$21.9 million and EPS of A$0.77 in H1 2025, while the latest reported half year, H2 2025, showed revenue of A$19.7...

SEEK H1 2026 Earnings: Headline Results SEEK (ASX:SEK) has posted its H1 2026 numbers, with investors looking back to the recent H2 2025 performance, where revenue was A$560.8 million and basic EPS came in at A$0.28, alongside net income from ongoing operations of A$98.5 million. The company reported revenue of A$526.1 million in H2 2024 and A$560.8 million in H2 2025, while EPS shifted from a loss of A$0.25 to a profit of A$0.28 over the same halves. This sets the scene for a results season...

Judo Capital Holdings (ASX:JDO) has put up a solid H1 2026 scorecard, with revenue of A$205.6 million and net income of A$59.9 million, translating to basic EPS of A$0.053504 and setting the tone for how the rest of the year might look. The bank has seen revenue move from A$172.1 million in H1 2025 to A$175.3 million in H2 2025 and then to A$205.6 million in H1 2026, while basic EPS has stepped from A$0.036738 to A$0.040714 to A$0.053504 over the same periods, giving investors a clear view of...

Why Woolworths Group is in focus ahead of half year results Woolworths Group (ASX:WOW) is back in the spotlight after its share price slipped 0.84% on Friday, with investors gearing up for the half year results due on 25 February. The upcoming numbers matter because the market is watching three things at once: how food sales are holding up, how heavy discounting is affecting margins, and whether guidance changes, all while regulatory and class action issues sit in the background. See our...

Treasury Wine Estates reported half-year 2025 sales of A$1,309.6 million, swung to a net loss of A$649.4 million due to a non-cash US impairment, and suspended its interim dividend. Management has responded with a multi-year “TWE Ascent” transformation program targeting A$100 million in cost savings and a reshaped US distribution footprint. Next, we’ll examine how the large US asset impairment and dividend suspension reshape Treasury Wine Estates’ previously optimistic investment...

New Hope Corporation Limited has released unaudited results for the quarter and year to date ended January 31, 2026, reporting quarterly coal sales of 2,895,000 tons and year‑to‑date sales of 5,571,000 tons, alongside saleable coal production of 2,766,000 tons for the quarter. An interesting detail for investors is that year‑to‑date coal sales of 5,571,000 tons slightly exceeded the 5,411,000 tons reported a year earlier, while ROM production was marginally lower. We’ll now examine how this...

In February 2026, Alkane Resources reported half-year results showing A$403.95 million in sales and A$64.9 million in net income, alongside second-quarter production of 43,663 ounces of gold equivalent and an all-in sustaining cost of A$2,841 per ounce. At the same time, the company issued fiscal 2026 guidance targeting 149,000–161,000 ounces of gold and 155,000–168,000 ounces of gold equivalent, giving investors clearer visibility on anticipated output across its gold and antimony...

In February 2026, South32 reported stronger half-year earnings of US$464 million, lifted basic EPS to US$0.103, and declared a fully franked interim dividend of US 3.9 cents per share, with payment scheduled for 2 April 2026. At the same time, the company outlined detailed multi-year production guidance across aluminium, copper, zinc, silver and manganese, giving investors clearer visibility on volumes while progressing projects such as Taylor and Hermosa and managing power-related...

On 17 February 2026, Telix Pharmaceuticals announced it had submitted a European marketing authorization application for TLX101-Px, an 18F-FET PET imaging agent for glioma, targeting major markets and aligning elements with a forthcoming U.S. FDA filing. This move seeks to transform a physician-supervised, hospital-only imaging setup into a commercially distributed product, potentially broadening access to advanced brain cancer imaging and supporting Telix's glioblastoma therapy...