Australian Building Stock News

ASX:SGM
ASX:SGMMetals and Mining

Sims Group H1 Loss Challenges Bullish Earnings Turnaround Narrative

Sims (ASX:SGM) has reported H1 2026 results showing revenue of A$3.8b and a basic EPS loss of A$0.155, setting a mixed tone for the half. The company has seen revenue move from A$3.5b in H1 2024 to A$3.8b in H1 2025, while basic EPS shifted from a profit of A$0.510 to a loss of A$0.155, putting the focus firmly on how effectively management is controlling costs and protecting margins. See our full analysis for Sims. With the headline numbers on the table, the next step is to see how this...
ASX:SPZ
ASX:SPZCommercial Services

Smart Parking H1 2026 Margin Slippage Tests Bullish Profitability Narratives

Smart Parking (ASX:SPZ) has released its H1 2026 scorecard, with the latest trailing twelve month numbers showing revenue of A$108.1 million and basic EPS of A$0.0142 supported by net income of A$5.8 million. The company has reported revenue of A$27.98 million in H2 2024, A$32.01 million in H1 2025 and A$45.33 million in H2 2025, while basic EPS over those periods came in at A$0.0040, A$0.0112 and A$0.0038 respectively. This provides the backdrop for investors to focus closely on how margins...
ASX:MAH
ASX:MAHMetals and Mining

Macmahon Holdings H1 2026 Net Margin Improvement Tests Bearish Narratives

Macmahon Holdings (ASX:MAH) has put up another solid set of numbers for H1 2026, with revenue of about A$1.25b and basic EPS of A$0.0206, backed by trailing 12 month revenue of roughly A$2.55b and EPS of A$0.0431 that reflects a 97.2% lift in earnings over the prior year. The company has seen revenue move from A$1.06b in H2 2024 to A$1.18b in H1 2025 and then to A$1.25b in H2 2025, while basic EPS progressed from A$0.0079 to A$0.0141 and then A$0.0206 over the same halves. This sets up a...
ASX:MLG
ASX:MLGMetals and Mining

MLG Oz (ASX:MLG) EPS Jump Fuels Debate On Low Margins And Growth Narrative

MLG Oz (ASX:MLG) has opened H1 2026 reporting season with A$275.4 million in revenue and basic EPS of A$0.054, while trailing 12 month figures show revenue of A$562.7 million and EPS of A$0.100. The company has seen revenue move from A$248.5 million in H2 2024 to A$272.9 million in H1 2025 and A$275.4 million in H2 2025, alongside EPS progressing from A$0.026 to A$0.028 and then A$0.054. This sets up a story where accelerating earnings and modestly shifting margins are front of mind for...
ASX:ACL
ASX:ACLHealthcare

Australian Clinical Labs H1 2026 Margin Compression Challenges Bullish Efficiency Narratives

Australian Clinical Labs (ASX:ACL) has just posted its H1 2026 numbers, with revenue of A$365.4 million and net income of A$5.6 million translating to basic EPS of A$0.03, setting a measured tone for the half. The company has seen revenue sit in a tight band over the last year, moving from A$369.2 million in H1 2025 to A$372.1 million in H2 2025 and now A$365.4 million, while EPS has changed from A$0.06 in H1 2025 to A$0.12 in H2 2025 and A$0.03 in the latest half, leaving investors focused...
ASX:BHP
ASX:BHPMetals and Mining

BHP Group H1 2026 Margin Slippage Tests Resilient Earnings Narrative

BHP Group (ASX:BHP) has put fresh numbers on the table for H1 2026, with total revenue of US$26.1 billion and basic EPS of US$0.91, alongside net income of US$4.6 billion. The company has seen recent revenue move from US$28.4 billion in H2 2024 to US$25.2 billion in H1 2025 and US$26.1 billion in H2 2025, while EPS shifted from US$1.38 to US$0.87 and then US$0.91 over the same halves. This sets a clear backdrop for how you read this latest print. With margins easing over the past year, the...
ASX:SRG
ASX:SRGConstruction

SRG Global (ASX:SRG) Earnings Growth And Margin Uptick Test High Quality Narrative

SRG Global (ASX:SRG) has put fresh numbers on the board for H1 2026, with total revenue of A$703.9 million and basic EPS of A$0.047, building on net income of A$28.5 million for the half. The company has seen revenue move from A$558.9 million in H2 2024 to A$620.7 million in H1 2025 and A$703.9 million in H2 2025, while basic EPS stepped from A$0.0368 to A$0.0328 and then A$0.047 across those same periods, and trailing twelve month net income reached A$55.2 million on A$1.4 billion of...
ASX:QAL
ASX:QALCapital Markets

Qualitas (ASX:QAL) Margin Strength Supports Bullish Narratives Despite Cash Flow Concerns

Qualitas (ASX:QAL) has put up another solid set of numbers for H1 2026, with revenue of A$59.9 million and basic EPS of A$0.0585 helping underpin trailing 12 month EPS of A$0.1292 on revenue of A$123.2 million. The company has seen revenue move from A$50.9 million in H2 2024 to A$57.5 million in H1 2025 and A$59.9 million in H2 2025, while basic EPS has tracked from A$0.0471 to A$0.0559 and A$0.0585 over the same periods, setting up trailing net income of A$37.9 million. With net profit...
ASX:BWP
ASX:BWPRetail REITs

Undervalued Small Caps With Insider Activity In Global Markets February 2026

In February 2026, global markets are navigating a landscape marked by concerns over AI disruption, robust U.S. job gains that have tempered rate cut expectations, and mixed performances across major indices. While the S&P 600 for small-cap stocks has faced its share of volatility amid these broader market shifts, opportunities may still exist for discerning investors who focus on companies with solid fundamentals and active insider participation.
ASX:ASK
ASX:ASKSpecialized REITs

Abacus Storage King H1 2026 FFO Highlights Tension With Low P/E Bullish Narrative

Abacus Storage King (ASX:ASK) has put fresh numbers on the table for H1 2026, with revenue of A$122.4 million, net income of A$71.1 million and basic EPS of A$0.054, while FFO landed at A$41.0 million or A$0.031 per share. Over the recent half year periods, the company has seen revenue move from A$118.7 million in H1 2025 to A$128.2 million in H2 2025, alongside EPS shifting from A$0.0516 to A$0.1684 before settling at the latest H1 2026 print. With FFO and EPS telling slightly different...
ASX:COH
ASX:COHMedical Equipment

Cochlear (ASX:COH) Valuation After Profit Drop Nexa Delays And Lowered Outlook

Cochlear (ASX:COH) is back in focus after its half year result showed net income of A$161.5 million and a lower full year profit outlook, alongside contracting delays for the new Nucleus Nexa system. See our latest analysis for Cochlear. The sharp post earnings selloff has left Cochlear at a share price of A$199.81, with a 7 day share price return of 22.22% and a 1 year total shareholder return of 25.96%. This signals fading momentum as investors reassess risks around Nexa adoption and the...
ASX:VLS
ASX:VLSPharmaceuticals

Vita Life Sciences (ASX:VLS) Margin Stability At 11.2% Reinforces Earnings Quality Narrative

Vita Life Sciences FY 2025 Earnings Snapshot Vita Life Sciences (ASX:VLS) has reported its FY 2025 first half with revenue of A$45.5 million and basic EPS of A$0.086, setting the tone for a year that also saw trailing twelve month revenue reach A$93.3 million and EPS of A$0.186. Over the last few reporting periods the company has seen revenue move from A$39.5 million in 1H FY 2024 to A$40.1 million in 2H FY 2024 and then to A$45.5 million in 1H FY 2025. Over the same periods, basic EPS...
ASX:JDO
ASX:JDOBanks

The Bull Case For Judo Capital Holdings (ASX:JDO) Could Change Following Strong Half-Year Earnings Uplift

Judo Capital Holdings Limited has released its half-year results for the period ended 31 December 2025, reporting net interest income of A$235.5 million and net income of A$59.9 million, both higher than the same period a year earlier. The uplift in basic earnings per share from continuing operations to A$0.054 highlights how higher income is increasingly flowing through to shareholders’ bottom-line results. We’ll now examine how this earnings uplift, particularly the rise in net interest...
ASX:CPU
ASX:CPUProfessional Services

Assessing Computershare’s Valuation After Upgraded Fiscal 2026 Earnings Guidance And Higher Dividend

Earnings upgrade and dividend move put Computershare in focus Computershare (ASX:CPU) lifted its fiscal 2026 earnings guidance after first half results, pointing to momentum across key businesses, lower interest costs and buyback benefits, while also announcing a higher ordinary franked dividend. See our latest analysis for Computershare. The upgraded guidance and dividend increase have arrived after a mixed share price patch. The 1 day share price return of 5.0% partly offsets a 30 day share...
ASX:SEK
ASX:SEKInteractive Media and Services

Is SEEK (ASX:SEK) Using a Higher Dividend to Reframe Its AI-Led Growth Story?

SEEK Limited has announced an ordinary cash dividend of A$0.27 per share for the six months ended 31 December 2025, with an ex-date of 17 March 2026, record date of 18 March 2026, and payment date of 1 April 2026. This higher ordinary dividend highlights management’s willingness to return more cash to shareholders, which investors may interpret as confidence in current business conditions and cash generation. We’ll now examine how SEEK’s higher ordinary dividend payout interacts with its...
ASX:ASB
ASX:ASBAerospace & Defense

A Look At Austal (ASX:ASB) Valuation After Accounting Error And EBIT Guidance Cut

Austal (ASX:ASB) has cut its full year EBIT guidance after uncovering an accounting error in its US Navy contracts, where incentives were double counted, prompting fresh questions about controls and forecasting. See our latest analysis for Austal. The accounting overstatement has come on the heels of a sharp 33.10% 1 month share price decline and a 14.16% year to date share price fall, even though the 1 year total shareholder return of 61.67% and 3 year total shareholder return of more than...
ASX:BWP
ASX:BWPRetail REITs

How Investors Are Reacting To BWP Trust (ASX:BWP) Surging Half-Year Earnings And Profitability

BWP Trust recently reported results for the half year ended 31 December 2025, with sales rising to A$102.56 million and net income reaching A$226.19 million. The sharp increase in basic earnings per share to A$0.3131 from A$0.2202 highlights how recent operations have translated into stronger profitability. We’ll now examine how this stronger half-year profit performance could influence BWP Trust’s existing investment narrative and future expectations. Invest in the nuclear renaissance...
ASX:ARG
ASX:ARGCapital Markets

How Investors May Respond To Argo Investments (ASX:ARG) Lifting Its Fully Franked Interim Dividend

Argo Investments Limited recently reported half-year net income of A$130.79 million for the six months to 31 December 2025, up from A$121.23 million a year earlier, with basic earnings per share rising to A$0.172 from A$0.159. Following these results, the company declared a fully franked interim dividend of A$0.185 per share, attaching franking credits at the 30% corporate tax rate and reinforcing the role of tax-effective income in its appeal to shareholders. We’ll now examine how Argo’s...
ASX:VNT
ASX:VNTConstruction

How Investors Are Reacting To Ventia Services Group’s (ASX:VNT) A$107m Defence Contract Extension

Ventia Services Group Limited recently announced a one-year extension of its Defence Maintenance Contract with the Australian Department of Defence, effective from 1 December 2028 and valued at A$107 million, with options for up to four additional years. This extension underscores the Defence Department’s confidence in Ventia’s ability to keep advanced military assets mission-ready, consistently maintaining asset availability above 95% even during intense operational periods. We’ll now...
ASX:CEH
ASX:CEHHospitality

ASX Penny Stocks To Watch In February 2026

As Australian shares prepare for a modest open amid the bustling February reporting season, investors are keenly observing market dynamics without the usual guidance from U.S. and Chinese traders due to their respective holidays. In this context, penny stocks—often representing smaller or newer companies—continue to capture attention as they offer unique opportunities for growth and value. Despite being considered an outdated term by some, these stocks remain relevant investment options,...
ASX:DRO
ASX:DROAerospace & Defense

How DroneShield’s New COO Appointment Could Shape Operations for DroneShield (ASX:DRO) Investors

DroneShield recently appointed Michael Powell as Chief Operating Officer, following a period of accelerated expansion, rising global defence and critical infrastructure demand, and a major manufacturing capacity increase at its Alexandria, New South Wales facility. Powell’s more than 25 years of operational leadership across defence, aerospace, secure communications, and critical infrastructure suggests DroneShield is prioritising disciplined global scaling and tighter alignment between...
ASX:BXB
ASX:BXBCommercial Services

A Look At Brambles (ASX:BXB) Valuation As Shares Tick Higher Before Half Year Results

Brambles (ASX:BXB) is back in focus after a modest share price rise ahead of its half-year results, with investors looking for fresh detail on pricing, costs, cash flow and regional demand trends. See our latest analysis for Brambles. That pre-results move sits within a stronger trend, with the latest A$23.62 share price supported by a 1 year total shareholder return of 25.05% and a 5 year total shareholder return of 171.30%. This is signalling momentum that investors are now reassessing...