ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST): How Strong Earnings and a Higher Dividend Shape Today’s Valuation

If you’ve been on the fence about what to do with Northern Star Resources (ASX:NST), the company has just handed investors plenty to think about. Northern Star’s latest earnings release showed full-year sales surged to A$6.4 billion, up from A$4.9 billion last year, while net income more than doubled. Following those results, management also announced a higher ordinary dividend of A$0.30 per share. This increase puts extra cash directly into shareholders’ pockets and signals confidence in...
ASX:STO
ASX:STOOil and Gas

How Santos' Earnings Drop Will Impact Production Growth and Cash Flow for ASX:STO Investors

Santos Limited recently reported its half-year earnings for the period ended June 30, 2025, with net income of US$439 million, down from US$636 million a year earlier, and basic earnings per share falling to US$0.135 from US$0.196. This indicates a significant year-over-year decrease in both net income and per-share earnings, highlighting shifting profitability trends for the company. We'll explore how Santos' recent earnings decline could influence future expectations for its production...
ASX:COH
ASX:COHMedical Equipment

Cochlear (ASX:COH) Valuation in Focus Following Strong Earnings and Dividend Boost

If you’ve been watching Cochlear (ASX:COH), you probably noticed the recent flurry of activity. The company just delivered its full-year results, showing growth in both sales and net income, and followed that up with a higher ordinary dividend. For investors weighing what this means, these are material signals: earnings growth suggests operational strength, while the dividend boost rewards shareholders directly. Looking at the bigger picture, Cochlear’s share price has posted a modest gain of...
ASX:GMG
ASX:GMGIndustrial REITs

How Goodman Group's Strong FY25 Results and Upbeat FY26 Outlook Will Impact ASX:GMG Investors

On August 20, 2025, Goodman Group announced a strong set of full-year results, reporting sales of A$211.6 million, revenue of A$2.31 billion, and net income of A$1.67 billion, along with operating earnings per share of A$0.85 from continuing operations and a proposed final dividend of 15 cents per security. In addition, Goodman Group issued an upbeat fiscal 2026 outlook, targeting 9% operating EPS growth and over A$2.6 billion in operating profit, reflecting renewed confidence following a...
ASX:CWY
ASX:CWYCommercial Services

Earnings Growth and Dividend Hike Could Be a Game Changer for Cleanaway (ASX:CWY)

On August 19, 2025, Cleanaway Waste Management Limited reported full-year earnings growth with sales reaching A$3.85 billion and net income of A$196.4 million, alongside the announcement of a 20% increase in total dividends for the year. The company also provided earnings guidance for 2026, highlighting a positive business outlook with expected EBIT between A$470 million and A$500 million, including contributions from recent acquisitions. With the upgraded dividend as a highlight, we will...
ASX:GYG
ASX:GYGHospitality

Guzman y Gomez (ASX:GYG) Is Up After Returning to Profitability and Declaring First Dividend—What’s Changed

On August 21, 2025, Guzman y Gomez Limited announced a full-year return to profitability with net income of A$14.48 million and declared an ordinary dividend of A$0.126 per share for the year ended June 30, 2025, with payment scheduled for September 30, 2025. Compared to the previous year’s net loss and with sales up to A$435.98 million from A$342.21 million, the move to both positive earnings and a dividend highlights the company’s improved operating performance and confidence in its cash...
ASX:EDV
ASX:EDVConsumer Retailing

Will Continued Earnings Decline Shift Endeavour Group's (ASX:EDV) Narrative on Operational Efficiency?

Endeavour Group Limited recently reported full-year earnings for the period ended June 29, 2025, with net income of A$426 million, a decrease from A$512 million the previous year, and basic earnings per share falling to A$0.237 from A$0.286. This marks a continuing trend of decreasing profitability, which may prompt stakeholders to revisit assumptions about the business’s current operational challenges and future outlook. We'll examine how Endeavour Group's recent decline in earnings may...
ASX:DOW
ASX:DOWCommercial Services

Why Downer EDI (ASX:DOW) Is Up 7.0% After Doubling Profit and Announcing Buyback and Dividend

Downer EDI Limited recently reported its full-year 2025 results, showing net income more than doubled to A$136.7 million despite a revenue decline, and announced a share buyback program of up to 5% of outstanding shares alongside a fully franked final dividend. This combination of improved profitability, enhanced capital management, and returning cash to shareholders signals a proactive approach to supporting shareholder value amid ongoing business transformation. We'll examine how Downer...
ASX:LYC
ASX:LYCMetals and Mining

Lynas Rare Earths (ASX:LYC): Is the Recent Rally Justified by Its Current Valuation?

Lynas Rare Earths (ASX:LYC) has been drawing fresh attention from investors after its shares surged almost 39% over the past month. There was no single headline event to drive the move. Anytime a stock jumps this sharply, it sparks renewed conversations about what the market is seeing ahead and whether underlying fundamentals truly support the optimism. With rare earths playing a bigger role in clean energy technology and supply chain diversification, it is understandable that investors would...
ASX:PRN
ASX:PRNMetals and Mining

Why Perenti (ASX:PRN) Is Up 8.3% After Reporting Strong FY25 Revenue and Profit Growth and What's Next

Perenti Limited recently reported full year results for the period ended June 30, 2025, with sales of A$3.49 billion and net income of A$178 million, both up from the previous year. This announcement highlights consistent growth in both revenue and profits, which is important for understanding ongoing shifts in the company's operational performance. We'll now explore the impact of Perenti's rising annual earnings and revenue on its current investment narrative and outlook. The best AI stocks...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Valuation in Focus After Strong FY25 Results and Google Pay Expansion

If you’re following Zip Co (ASX:ZIP), the past week has offered plenty of food for thought. The company just closed out its fiscal year with a sharp rise in both revenue and net income, building on recently completed buybacks and new integration moves in the US with Google Pay. Adding to the momentum, Zip Co is now planning to absorb new shares through its Employee Share Trust, aiming to balance dilution from employee rewards. For investors, these moves highlight management’s focus on...
ASX:WHC
ASX:WHCOil and Gas

Whitehaven Coal (ASX:WHC) Valuation in Focus After Revenue Jump, Production Growth and Dividend Shift

If you’re holding Whitehaven Coal (ASX:WHC) or considering entering, this past week provided plenty to consider. The company just posted its full-year results, revealing a strong jump in both revenue and net income due to a significant rise in coal production. Along with the earnings announcement, Whitehaven shared that it is welcoming a new independent board member, extending its buyback plan, and adjusting its dividend lower to retain more cash within the business. For investors, the key...
ASX:ANZ
ASX:ANZBanks

Does ANZ’s Digital Scam Prevention Progress Signal a New Era of Operational Resilience for ASX:ANZ?

ANZ Group recently announced that customer losses to scams dropped by 15% in the nine months to June, following the rollout of enhanced digital scam protection features. This reduction highlights the bank's proactive approach to customer security and signals an improvement in operational resilience. We'll now explore how ANZ's improvements in scam prevention could influence its long-term outlook and investment narrative. Find companies with promising cash flow potential yet trading below...
ASX:SNL
ASX:SNLRetail Distributors

Supply Network (ASX:SNL) Is Up 6.7% After Double-Digit Revenue Growth - Has The Bull Case Changed?

Supply Network Limited has reported its full-year results for the period ended June 30, 2025, posting sales of A$348.83 million and net income of A$40.02 million, both higher than the previous year. The company’s growth in both revenue and earnings per share points to strengthened operational execution compared to the prior year. We'll explore how Supply Network’s double-digit revenue increase informs its investment narrative and operational outlook moving forward. These 13 companies...
ASX:CBA
ASX:CBABanks

Commonwealth Bank (ASX:CBA): Valuation in Focus Following AI Job Reversal and Surge in Home Loan Demand

If you’re keeping tabs on Commonwealth Bank of Australia (ASX:CBA), the last few weeks have delivered plenty to think about. The bank’s reversal of 45 job cuts, initially made after introducing an AI chatbot to its call centres, signals the challenges of balancing tech innovation with customer and staff needs. On top of this, CBA has rolled out fresh interest rate cuts for home loan customers. This move coincided with a surge in home loan pre-approvals, suggesting positive momentum in...
ASX:TWE
ASX:TWEBeverage

Will Treasury Wine Estates’ A$200 Million Buyback and Dividend Boost Change the ASX:TWE Narrative?

Treasury Wine Estates announced a share repurchase program of up to A$200 million and increased its dividend following strong full-year results, including sales of A$2.99 billion and net income of A$436.9 million for the year ended June 30, 2025. Insider confidence was reinforced as the Independent Non-Executive Chairman purchased nearly A$500,000 worth of shares, marking the largest insider buy over the past year. We'll explore how the newly announced A$200 million buyback underscores...
ASX:ASX
ASX:ASXCapital Markets

ASX's Higher Dividend and Revenue Could Be a Game Changer for ASX (ASX:ASX)

ASX Limited recently reported its full-year financial results for the period ended June 30, 2025, with revenue reaching A$1.12 billion and net income of A$502.6 million, while also announcing an ordinary dividend of A$1.121 per share payable on September 19, 2025. The simultaneous increase in both revenue and dividends highlights ASX's ability to deliver higher shareholder returns supported by strong operating performance. We'll examine how ASX's higher earnings and dividend payout influence...
ASX:DRR
ASX:DRRMetals and Mining

How Investors May Respond To Deterra Royalties (ASX:DRR) Divesting La Preciosa Silver for US$22 Million

Deterra Royalties Limited recently announced the sale of its non-core La Preciosa silver assets for US$22 million, generating an expected pre-tax profit of US$6.2 million and reaffirmed its focus on base, bulk, and battery and electrification commodities. This move highlights the company’s intent to strengthen its balance sheet through debt reduction while sharpening its commodity exposure amid changing industry dynamics. We will now consider how the La Preciosa divestment may influence...
ASX:PME
ASX:PMEHealthcare Services

Pro Medicus (ASX:PME) Valuation in Focus After Strong Earnings and Bigger Dividend for FY25

Pro Medicus (ASX:PME) just gave investors plenty to think about after releasing its annual earnings and following it up with a bigger dividend. The company posted strong numbers for the financial year, notching higher sales and a significant jump in net income compared to last year. To cap it off, management lifted the fully franked final dividend from 22 cents to 30 cents per share. This move signals real confidence in both the business and the company’s ability to keep delivering for...
ASX:NHC
ASX:NHCOil and Gas

New Hope (ASX:NHC): Evaluating Valuation After Fresh Production Results and Upbeat 2025 Guidance

New Hope (ASX:NHC) has just released its Q4 and annual production and sales results, along with fresh production guidance for the coming year. The main headline for investors is the increase in output and sales compared to last year, as well as a clear signal of confidence from management shown by a completed share buyback. In an industry known for operational surprises, these updates are notable for the transparency they bring to the company’s trajectory and goals. This news follows a year...
ASX:CBA
ASX:CBABanks

Will AI-Driven Job Cuts Reversal Shift the Investment Narrative for Commonwealth Bank (ASX:CBA)?

In recent days, Commonwealth Bank of Australia reversed plans to cut 45 jobs after its AI chatbot increased call volumes and customer dissatisfaction, and separately announced new board appointments, an ordinary dividend of A$2.60 per share for the half-year, and changes to its buyback plan. These events highlight the challenges and opportunities facing the bank as it balances digital transformation with workforce stability amid positive signs for lending and consumer sentiment. We will...
ASX:ILU
ASX:ILUMetals and Mining

How Investors May Respond To Iluka Resources (ASX:ILU) Cutting Interim Dividend Amid Lower Sales and Profits

Iluka Resources Limited recently announced a lower interim dividend of A$0.02 per share for the half year ended June 30, 2025, following the release of its half-year results, which showed sales declining to A$577.8 million and net income dropping to A$92 million compared to the prior year. This marks a significant adjustment in the company's payout policy, reflecting operational pressures and a shift in financial performance when compared with previous periods. Given the reduced interim...
ASX:MGR
ASX:MGRREITs

Is Mirvac’s Return to Profitability and Upgraded 2026 Outlook Altering the Investment Case for ASX:MGR?

Mirvac Group recently reported a return to profitability for the year ended June 30, 2025, with net income of A$68 million following a prior-year loss, and announced guidance for increased distributions and operating earnings for fiscal year 2026. The company's improved financial performance, accompanied by expectations of growth in both earnings and distributions, signals an optimistic outlook and potential shift in investor confidence. Given Mirvac’s return to profitability and raised 2026...
ASX:OCL
ASX:OCLSoftware

Objective (ASX:OCL) Is Up 6.0% After Strong FY25 Results and New Dividend—Has the Bull Case Changed?

Objective Corporation Limited recently reported its full-year 2025 results, highlighting a rise in sales to A$123.5 million and net income to A$35.44 million, alongside the declaration of an unfranked ordinary dividend of A$0.13 per share for the six months ended June 30, 2025. Higher earnings and the new dividend reflect the company’s ongoing focus on increasing shareholder returns while growing its revenue base year-over-year. With a higher full-year net income and a newly announced...