Australian Aerospace & Defense Stock News

ASX:FRI
ASX:FRIReal Estate

Finbar Group H1 2026 One Off Gain Lifts Margin And Tests Earnings Narratives

Finbar Group's H1 2026 Earnings Snapshot Finbar Group (ASX:FRI) has opened H1 2026 with trailing 12 month EPS of A$0.057, supported by A$175.54 million in revenue and A$15.58 million in net income, setting a clear baseline for investors assessing its latest results at a share price of A$0.865. Over recent periods the group has seen revenue move between A$187.85 million and A$218.29 million in FY 2024 and FY 2025 halves, while EPS shifted from A$0.055 in H2 2024 to A$0.034 in H1 2025 and...
ASX:TPG
ASX:TPGTelecom

TPG Telecom (ASX:TPG) Returns To Profit But High P/E Tests Bullish Narratives

TPG Telecom (ASX:TPG) has kicked off FY 2025 with first half revenue of A$2.45 billion and basic EPS of A$0.017, alongside net income from continuing operations of A$32 million. These results put fresh numbers on its recent earnings turnaround story. The company has seen revenue hold around the mid A$2 billion mark over recent periods, from A$2.40 billion in 1H FY 2024 to A$2.81 billion in 2H FY 2024 and now A$2.45 billion in 1H FY 2025. EPS has moved between a loss of A$0.073 in 2H FY 2024...
ASX:APA
ASX:APAGas Utilities

Does APA’s Higher Interim Distribution and Profit Lift Reshape The Bull Case For APA Group (ASX:APA)?

In February 2026, APA Group reported half-year results showing A$1,599 million in sales and a lift in net income to A$81 million, while declaring a 27.5 cent interim distribution per security for the half year ended December 31, 2025, to be paid on March 18, 2026. The slight 1.9% increase in the interim distribution, alongside the detailed mix of franked, unfranked and capital components, offers investors clearer insight into how APA is balancing cash returns, tax efficiency and capital...
ASX:AX1
ASX:AX1Specialty Retail

A Look At Accent Group (ASX:AX1) Valuation After Earnings Update Glue Store Exit And Board Change

Accent Group (ASX:AX1) has given investors a full suite of updates, combining its half year 2025 earnings release, confirmation of H2 FY26 EBIT guidance, the closure of Glue Store, and a Board level finance appointment. See our latest analysis for Accent Group. Accent Group’s recent half year earnings, dividend declaration, Glue Store exit and Board appointment have coincided with a 31.82% 7 day share price return and a 22.75% year to date share price return. However, the 1 year total...
ASX:REA
ASX:REAInteractive Media and Services

Does REA’s A$200m Buyback And Dividend Shift the Bull Case For REA Group (ASX:REA)?

In February 2026, REA Group began executing a planned A$200,000,000 on‑market share buy‑back and confirmed a fully franked interim dividend as part of its capital management program. Together with ongoing daily buy‑back disclosures and commentary positioning these actions as a sign of confidence, REA is emphasising disciplined balance sheet use and direct capital returns to shareholders. We’ll now look at how REA’s A$200,000,000 on‑market buy‑back could influence its existing investment...
ASX:WGX
ASX:WGXMetals and Mining

Is It Too Late To Reassess Westgold Resources (ASX:WGX) After Its 1-Year Price Surge?

If you are wondering whether Westgold Resources is still offering value after its recent run, you are not alone. That is exactly what this article will unpack. The share price last closed at A$7.75, with returns of 6.6% over 7 days, 0.8% over 30 days, 20.2% year to date, 211.3% over 1 year, and around 7x over 3 years, with 5 year returns of 314.4%. These return figures set the scene for a closer look at what is behind the current market view on Westgold Resources. In the sections that...
ASX:BRE
ASX:BREMetals and Mining

Why Brazilian Rare Earths (ASX:BRE) Is Up 18.8% After Ultra-High-Grade Monte Alto Drill Results And What's Next

Brazilian Rare Earths Limited recently reported ultra-high-grade assay results from its Monte Alto project in Bahia, Brazil, including thick, continuous zones of rare earth mineralisation and multiple critical minerals. The confirmation of mineralisation continuity, combined with the discovery of a new ultra-high grade eastern corridor and a strike length now extending to at least 1.2 kilometres, strengthens the geological basis for upcoming resource and study work. We will now examine how...
ASX:ALK
ASX:ALKMetals and Mining

A Look At Alkane Resources (ASX:ALK) Valuation After High Grade Drilling And Resource Expansion Potential

Alkane Resources (ASX:ALK) has put fresh exploration results at the center of the story, highlighting high grade gold and antimony intersections at Kendal in Victoria and resource expansion potential emerging at Tomingley in New South Wales. See our latest analysis for Alkane Resources. Those Kendal and Tomingley drilling updates sit alongside a sharp pickup in performance, with Alkane Resources posting an A$1.75 share price, a 72.41% 90 day share price return and a 1 year total shareholder...
ASX:FWD
ASX:FWDConsumer Durables

Fleetwood (ASX:FWD) Is Down 19.8% After Dividend Cut And Buyback Plan – Has The Bull Case Changed?

Fleetwood Limited (ASX:FWD) recently reported half-year results showing lower revenue but higher net profit, cut its interim fully franked dividend to A$0.095 per share, and announced a 12‑month on‑market buyback of up to A$5 million in shares following the sale of Northern RV’s operations. The company also appointed Andrea Pidcock as CEO, while strong Community Solutions earnings, an improved RV Solutions contribution, and a growing Building Solutions order book contrasted with weaker cash...
ASX:MGR
ASX:MGRREITs

Assessing Mirvac Group’s Valuation After Strong Half-Year Results And Reaffirmed Guidance

Mirvac Group (ASX:MGR) has been in focus after releasing half year results that included higher revenue and net income compared with a year earlier, alongside reaffirmed earnings and distribution guidance for fiscal 2026. See our latest analysis for Mirvac Group. At a latest share price of A$2.05, Mirvac’s recent momentum has been modest, with a 7 day share price return of 2.5% and a 30 day share price return of 3.54%. The 1 year total shareholder return of 3.42% sits alongside a softer 90...
ASX:ZIM
ASX:ZIMMetals and Mining

Zimplats Holdings H1 2026 Net Margin Rebound Tests Bearish Narratives

Zimplats Holdings (ASX:ZIM) has put a much stronger set of numbers on the table for H1 2026, with trailing twelve month revenue at about US$1.1 billion and Basic EPS of US$1.64. Net income over the same period was US$180.1 million and profitability moved to a net margin of 16.1%. Over recent halves the company has seen revenue move from US$394.3 million in H2 2024 to US$476.4 million in H2 2025, alongside Basic EPS shifting from US$0.16 to US$0.34. This sets the scene for investors to focus...
ASX:DOW
ASX:DOWCommercial Services

Downer EDI (ASX:DOW) Lifts Dividend and Completes Buy-back – What Is Its Capital Plan Signalling?

In February 2026, Downer EDI Limited reported half-year results showing lower revenue of A$4,860.7 million but higher net income of A$93.4 million, lifted its fully franked interim dividend to A$0.129 per share, confirmed FY26 NPATA guidance of A$295–315 million, and completed an on-market buy-back of 8,430,236 shares. Together with Macquarie Group ceasing to be a substantial shareholder, these capital management moves signal a renewed focus on earnings quality, shareholder distributions and...
ASX:CWY
ASX:CWYCommercial Services

Cleanaway Waste Management (ASX:CWY) Margin Compression Challenges Bullish Growth Narratives

Cleanaway Waste Management (ASX:CWY) has put fresh numbers on the table for H1 2026, anchored by trailing 12 month revenue of A$4.1b and basic EPS of A$0.0545, alongside half year figures that include A$1.9b of revenue and basic EPS of A$0.0375 in H2 2025 on net income of A$83.6m. The company has seen revenue move from A$1.9b with EPS of A$0.0374 in H2 2024 to A$1.9b with EPS of A$0.0375 in H2 2025, while H1 2025 delivered A$1.9b of revenue and EPS of A$0.0329, giving investors a clear view...
ASX:CMM
ASX:CMMMetals and Mining

Capricorn Metals (ASX:CMM) Margin Expansion To 35.9% Reinforces Bullish Community Narratives

Capricorn Metals (ASX:CMM) has put solid numbers on the table for H1 2026, with trailing 12 month revenue of A$646.7 million and basic EPS of A$0.54. The latest reported half year in 2025 showed revenue of A$312.4 million and basic EPS of A$0.25. The company has seen revenue move from A$181.7 million in H2 2024 to A$205.3 million in H1 2025 and A$312.4 million in H2 2025, alongside EPS shifting from A$0.09 to A$0.11 and then A$0.25 over the same periods. This progression gives investors a...
ASX:ATA
ASX:ATAIT

Atturra (ASX:ATA) Margin Compression In H1 2026 Tests Bullish Growth Narratives

Atturra (ASX:ATA) has put fresh numbers on the board for H1 2026, with total revenue of A$159.36 million and basic EPS of A$0.012872, alongside net income of A$4.89 million. The company has seen revenue move from A$132.30 million in H1 2024 to A$141.26 million in H1 2025 and A$159.36 million in H1 2026, while basic EPS over those periods shifted from A$0.022939 to A$0.013126 and A$0.012872 respectively. This gives investors a clearer view of how the top line and per share earnings are...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation After Record 2025 Output And Dividend Announcement

Woodside Energy Group (ASX:WDS) is back in focus after reporting record 2025 production of 198.8 million barrels of oil equivalent and declaring a US$0.59 per share dividend for the half year. See our latest analysis for Woodside Energy Group. The recent record production update and US$0.59 dividend come on the back of firm share price momentum, with a 30 day share price return of 13.33% and a year to date gain of 19.65% at A$28.31. Over longer periods, total shareholder returns are mixed,...
ASX:GMG
ASX:GMGIndustrial REITs

Did Goodman’s Rising Net Income but Softer EPS Just Shift Goodman Group’s (ASX:GMG) Investment Narrative?

Goodman Group recently went ex-dividend for a small A$0.0021 per security cash payout and, earlier in February, released half-year 2025 results showing sales of A$135.1 million, revenue of A$1.10 billion, and net income of A$824.7 million. The results highlight a complex picture: higher sales and net income but lower overall revenue and earnings per share, suggesting shifting profit drivers within the business. We’ll now examine how Goodman Group’s higher net income but softer earnings per...
ASX:FLT
ASX:FLTHospitality

A Look At Flight Centre Travel Group’s Valuation After Half Year Earnings And New Dividend Distribution

Why Flight Centre Travel Group is back in focus Flight Centre Travel Group (ASX:FLT) has landed back on investor watchlists after releasing half year earnings to December 31, 2025, alongside declaring a new A$0.12 per share distribution. See our latest analysis for Flight Centre Travel Group. The half year earnings release and new A$0.12 per share distribution arrive after a 17.41% 30 day share price return decline and a 17.75% 1 year total shareholder return decline, suggesting recent...
ASX:SUL
ASX:SULSpecialty Retail

Super Retail Group (ASX:SUL) Margin Compression Tests Bullish Earnings Growth Narrative

Super Retail Group (ASX:SUL) posts H1 2026 earnings with steady top line and lower half year EPS Super Retail Group (ASX:SUL) has reported H1 2026 revenue of A$2.2b and basic EPS of A$0.461, with same store sales growth of 2.5%, setting a measured tone for this earnings season update. Over recent halves, the company has seen revenue move from A$2.1b and EPS of A$0.575 in H1 2025 to A$2.0b and EPS of A$0.407 in H2 2025, before landing at A$2.2b and EPS of A$0.461 in H1 2026. This gives...
ASX:EVN
ASX:EVNMetals and Mining

Is Evolution Mining’s (ASX:EVN) Dividend Steadiness And Lithium Foray Quietly Recasting Its Risk Profile?

In recent trading, Evolution Mining reaffirmed its full-year gold and copper production guidance, maintained its all-in sustaining cost outlook, and confirmed a fully franked interim dividend with the ex-dividend date having passed on March 3. Alongside these gold-focused developments, new assay results from its Nevada North Lithium joint venture with Surge Battery Metals highlight Evolution’s involvement in lithium exploration as part of its broader resource portfolio. We’ll now examine...
ASX:GNP
ASX:GNPConstruction

Will Stronger Half-Year Earnings And A Fully Franked Dividend Change GenusPlus Group's (ASX:GNP) Narrative

GenusPlus Group Ltd has reported past half-year results to December 31, 2025, with sales of A$535.42 million and net income of A$24.88 million, and declared a fully franked ordinary dividend of A$0.02 per share payable on April 24, 2026. The combination of sharply higher revenue and earnings alongside a fully franked dividend suggests management is emphasizing both business momentum and direct cash returns to shareholders. With stronger half-year earnings and a fully franked dividend now on...
ASX:GQG
ASX:GQGCapital Markets

GQG Partners (ASX:GQG) Valuation After Investigative AI Chip Demand Findings

Journalist style research into AI chip demand GQG Partners (ASX:GQG) has drawn attention after hiring former investigative journalists to check real world demand for AI chips, uncovering discounted Nvidia GPUs with quick delivery despite widely discussed shortage concerns. See our latest analysis for GQG Partners. The journalist-style research sits alongside a strong short-term run, with a 1 month share price return of 14.69% and a 7 day gain of 6.38%, while the 1 year total shareholder...
ASX:JIN
ASX:JINHospitality

A Look At Jumbo Interactive (ASX:JIN) Valuation After Guidance Upgrade And Capital Return Updates

Jumbo Interactive (ASX:JIN) is back in focus after releasing its half year 2025 numbers, upgrading full year guidance, confirming a fully franked interim dividend and continuing its share buyback program. See our latest analysis for Jumbo Interactive. Despite the upgraded guidance, interim dividend and ongoing buyback, Jumbo Interactive’s recent share price momentum has been soft, with a 30 day share price return of 6.1% and a 1 year total shareholder return decline of 12.75%, suggesting...
ASX:TWE
ASX:TWEBeverage

A Look At Treasury Wine Estates (ASX:TWE) Valuation After Net Loss And Interim Dividend Suspension

Treasury Wine Estates (ASX:TWE) has drawn fresh attention after reporting a half year net loss of A$649.4 million and suspending its interim dividend for the period ended 31 December 2025. See our latest analysis for Treasury Wine Estates. The results release and dividend suspension appear to have weighed on sentiment, with a 30 day share price return of 13.85% decline and a 1 year total shareholder return of 56.56% loss pointing to fading momentum. If this update has you rethinking where you...