Australian Machinery Stock News

ASX:PXA
ASX:PXAReal Estate

Assessing PEXA Group (ASX:PXA) Valuation After Upgraded Margin Guidance And UK Expansion Progress

PEXA Group (ASX:PXA) is back in focus after revising its FY26 revenue guidance, lifting EBITDA margin guidance and highlighting progress in its UK rollout, all alongside a major reshuffle in its institutional register. See our latest analysis for PEXA Group. Those updates appear to sit against gradually improving price momentum, with a 1-day share price return of 4.68% and year to date share price return of 11.79%, while the 1-year total shareholder return of 21.69% and 3-year total...
ASX:CYL
ASX:CYLMetals and Mining

Catalyst Metals (ASX:CYL) Net Margin Expansion Tests Earnings Quality Concerns

Catalyst Metals (ASX:CYL) has put solid numbers on the board for H1 2026, with revenue of A$276.3 million and basic EPS of A$0.23 alongside net income of A$59.7 million, setting a clear marker for its latest half year. The company has seen revenue move from A$133.8 million and a basic EPS loss of A$0.03 in H1 2024 to A$276.3 million and A$0.23 EPS in H1 2025. Trailing twelve month revenue sits at A$459.4 million with basic EPS of A$0.44, giving investors a clear view of recent earnings ahead...
ASX:S32
ASX:S32Metals and Mining

South32 Operational Gains Support Valuation Upside And Positive Share Momentum

South32 (ASX:S32) is drawing increased attention after reporting operational improvements and strong production across key assets. Effective cost management and resilient output have supported a more positive tone around the business in the current commodity environment. These developments come as investors track how mining companies respond to sector pressures and macroeconomic uncertainty. For investors watching South32 at around A$4.6 per share, the recent share price performance helps...
ASX:SDF
ASX:SDFInsurance

Assessing Steadfast Group’s Valuation After Strong FY26 Half Year Results And Founder CEO Transition

Steadfast Group (ASX:SDF) shares are in focus after the insurer reported higher half year earnings, lifted its fully franked interim dividend, and confirmed the retirement of long serving founder CEO Robert Kelly. See our latest analysis for Steadfast Group. Despite solid half year earnings, the 30 day share price return of 16.03% and year to date share price return of 17.29% show pressure has been building, while the 1 year total shareholder return of 18.94% contrasts with a positive 5 year...
ASX:OBM
ASX:OBMMetals and Mining

How Record H1 Results and Fast Sand King Payback Will Impact Ora Banda Mining (ASX:OBM) Investors

Ora Banda Mining Limited has reported record half-year results for the six months to 31 December 2025, with gold production rising 32% to 62,631 ounces and revenue increasing to A$336.28 million, alongside net income of A$96.3 million. A key highlight was the rapid capital payback at the Sand King underground mine within 12 months, supporting strong free cash flow and funding for projects such as the planned ~3 mtpa mill and the restart of open pit mining at Waihi. We will now examine how...
ASX:SUN
ASX:SUNInsurance

Why Suncorp Group (ASX:SUN) Is Down 5.7% After Sharp Earnings Drop And Dividend Cut

Suncorp Group Limited reported past half-year earnings on 17 February 2026, with net income of A$263,000,000 for the six months ended 31 December 2025, down from A$1.10 billion a year earlier, and basic earnings per share from continuing operations of A$0.2438 versus A$0.7739. The company also declared a fully franked interim dividend of A$0.17 per share, payable on 31 March 2026, which is likely to prompt questions about how lower earnings and a reduced payout reflect underlying insurance...
ASX:WTC
ASX:WTCSoftware

AI-Driven Job Cuts And Outlook Update Might Change The Case For Investing In WiseTech Global (ASX:WTC)

WiseTech Global recently reported past half-year results to 31 December 2025, with revenue of US$672 million, net income of US$68.1 million, and a fully franked interim dividend of US$0.068 per share payable on 10 April 2026. Alongside reaffirmed fiscal 2026 revenue guidance of US$1.39 billion to US$1.44 billion, the company unveiled plans to cut about 2,000 roles over two years as it embeds artificial intelligence across its products and operations. We’ll now examine how this large-scale...
ASX:QAN
ASX:QANAirlines

Does Qantas (ASX:QAN) Pairing Higher Payouts With Cost Pressures Recast Its Investment Narrative?

In February 2026, Qantas Airways reported first-half FY26 results showing slightly higher revenue and net profit year on year, lifted its fully franked interim dividend to A$0.198 per share, and announced a new A$150 million share buyback authorised by the Board, against a backdrop of rising costs and softer international margins. The results highlighted a contrast between strong contributions from Domestic, Jetstar and the high-margin Loyalty business and pressure in the International...
ASX:PRU
ASX:PRUMetals and Mining

How Dividends And Buy-Backs At Perseus Mining (ASX:PRU) Have Changed Its Investment Story

Perseus Mining Limited recently reported half-year results showing sales of US$608.46 million and net income of US$163.54 million, while declaring an ordinary dividend of A$0.05 per security for the six months ended 31 December 2025, payable on 4 April 2026. At the same time, the company has been actively repurchasing shares on-market under its buy-back program, signaling a continued focus on capital management and returning cash to shareholders alongside operational delivery. We’ll now...
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...