Australian Metals and Mining Stock News

ASX:KSC
ASX:KSCLogistics

K&S (ASX:KSC) Margin Compression Challenges Bullish Earnings Growth Narrative

K&S (ASX:KSC) has opened H1 2026 reporting season with A$354.2 million in revenue and basic EPS of A$0.099, setting the tone for investors who are tracking how its earnings profile is holding up. The company has seen revenue move from A$395.2 million in H2 2024 to A$390.6 million in H1 2025 and then A$354.2 million in H2 2025, while basic EPS shifted from A$0.105 to A$0.114 and then A$0.099 over the same halves, leaving the latest numbers framed by a trailing 12 month net profit margin of...
ASX:TLX
ASX:TLXBiotechs

How Investors Are Reacting To Telix Pharmaceuticals (ASX:TLX) 2026 Guidance, Shelf Filing And Glioma Push

In February 2026, Telix Pharmaceuticals reported full-year 2025 sales of US$803.79 million alongside a small net loss of US$7.13 million, issued group revenue guidance of US$950 million to US$970 million for 2026, filed a shelf registration for its American Depositary Shares, and submitted a European marketing authorization application for its glioma imaging candidate TLX101-Px. A key implication of these updates is that Telix is coupling higher revenue ambitions and potential...
ASX:BEN
ASX:BENBanks

Does BEN’s Higher Earnings and A$0.30 Dividend Payout Recast the Capital Story for ASX:BEN?

Bendigo and Adelaide Bank has released its half-year results for the period ended 31 December 2025, reporting net interest income of A$859.1 million and net income of A$230.6 million, alongside basic earnings per share from continuing operations of A$0.408. The board also confirmed an ordinary dividend of A$0.30 per share, signalling management’s willingness to continue returning capital to shareholders while earnings edge higher. Next, we will examine how the affirmed A$0.30 dividend and...
ASX:PLS
ASX:PLSMetals and Mining

PLS Group (ASX:PLS) Is Up 9.7% After Cash-Funded Lithium Expansion Push - Has The Bull Case Changed?

In February 2026, PLS Group Limited reported that half-year sales to December 31, 2025 rose to A$624.21 million and net income improved to A$32.82 million, alongside higher lithium production of 432.8 Kt. At the same time, PLS Group moved to lift future output and strengthen market access by restarting its Ngungaju plant, signing a major two-year spodumene offtake deal with Canmax Technologies that includes a US$100 million interest-free prepayment, and agreeing to buy Calix’s stake in a...
ASX:TWE
ASX:TWEBeverage

Does Interim Loss And Dividend Suspension Change The Bull Case For Treasury Wine (ASX:TWE)?

Treasury Wine Estates Limited recently reported half-year 2025 results showing sales of A$1,309.6 million and a net loss of A$649.4 million, reversing from a profit a year earlier. Alongside this loss, the Board suspended the interim dividend for the period, underscoring heightened pressure on cash flows and capital allocation priorities. We’ll now examine how this interim net loss and dividend suspension reshape Treasury Wine Estates’ pre-existing investment narrative and risk...
ASX:BSL
ASX:BSLMetals and Mining

Assessing BlueScope Steel’s Valuation After Strong Half Year Results And Higher Interim Dividend

Why BlueScope Steel’s latest earnings and dividend move matter now BlueScope Steel (ASX:BSL) has put fresh numbers on the table, with higher half year sales, a large jump in net income and an increased interim dividend that together reset the conversation around the stock. See our latest analysis for BlueScope Steel. Despite a softer patch recently, with a 30 day share price return of 6.9% and a 7 day share price return of 1.3% in the red, BlueScope Steel’s A$28.37 share price still sits on...
ASX:NXT
ASX:NXTIT

A Look At NEXTDC (ASX:NXT) Valuation After Reduced Half Year Net Loss And Shifting Sentiment

NEXTDC (ASX:NXT) shares are in focus after the company released half-year results showing a net loss of A$39.35 million, compared with A$42.67 million for the prior corresponding period. See our latest analysis for NEXTDC. The earnings release appears to have shifted sentiment, with the 1 day share price return of 5.42% at A$14.00 adding to an 11.64% year to date share price return. The 3 year total shareholder return of 35.46% points to momentum that has been building over a longer...
ASX:SDR
ASX:SDRSoftware

Assessing SiteMinder’s Valuation After Half Year Earnings Show Higher Sales And Lower Net Loss

Half year earnings put SiteMinder under the spotlight SiteMinder (ASX:SDR) is back on investors’ radar after reporting half year earnings to 31 December 2025, with sales of A$131.1 million and a net loss of A$4.78 million. See our latest analysis for SiteMinder. The earnings update has arrived after a sharp reset in sentiment. SiteMinder’s 30 day share price return of 40.91% and year to date share price return of 46.90% are both firmly negative, while the 1 year total shareholder return shows...
ASX:BHP
ASX:BHPMetals and Mining

Why BHP Group (ASX:BHP) Is Up 8.1% After Copper Upgrade, Silver Stream Deal And Dividend

BHP Group Limited recently reported stronger half-year results to 31 December 2025, confirmed higher copper production guidance for financial year 2027, and announced an interim dividend of US$0.73 per share, while also entering a US$4.30 billion silver streaming agreement on its Antamina stake and progressing copper deals in Arizona. Together, these moves show BHP actively reshaping its portfolio toward copper and monetizing by-product silver, while retaining exposure to core base metals...
ASX:MP1
ASX:MP1IT

Assessing Megaport (ASX:MP1) Valuation After Updated 2026 Guidance And Return To Half Year Loss

Why Megaport's latest update is drawing fresh attention Megaport (ASX:MP1) has come into focus after updating its fiscal 2026 consolidated revenue guidance to a range of A$302 million to A$317 million, alongside releasing half year results that showed a return to loss. The new outlook included a A$4 million lift to the lower end of revenue guidance for the core Megaport Network business in constant currency. Guidance for Megaport Compute (Latitude.sh) and Extreme IX remained unchanged within...
ASX:HLI
ASX:HLIDiversified Financial

Helia Group (ASX:HLI) Net Margin At 51.6% Tests Bearish Earnings Decline Narrative

Helia Group FY 2025 earnings snapshot Helia Group (ASX:HLI) has put fresh numbers on the table for FY 2025, with first half revenue of A$279.1 million and basic EPS of A$0.49, while the trailing twelve month figures sit at A$474.3 million of revenue and EPS of A$0.90. Over recent periods, the company has seen revenue move from A$224.2 million and EPS of A$0.33 in 1H FY 2024 to A$280.6 million and EPS of A$0.48 in 2H FY 2024, before landing at the latest 1H FY 2025 levels. With net income...
ASX:IRE
ASX:IRESoftware

Iress FY 2025 First Half Margin Slippage Tests Bullish Valuation Narrative

Iress (ASX:IRE) posts FY 2025 first half results Iress (ASX:IRE) has kicked off FY 2025 with first half revenue of A$297.2 million and basic EPS of A$0.093, alongside net income of A$17.27 million. This gives investors a fresh datapoint on how its earnings profile is shaping up after a year that included a sizeable one off gain. The company has seen revenue move from A$306.5 million and EPS of A$0.095 in 1H 2024 to A$298.1 million and A$0.380 in 2H 2024, and now A$297.2 million and A$0.093 in...
ASX:AX1
ASX:AX1Specialty Retail

Accent Group H1 2026 Margin Compression Challenges Bullish Earnings Growth Narrative

Accent Group H1 2026 earnings snapshot Accent Group (ASX:AX1) has put fresh numbers on the table for H1 2026, with trailing 12 month revenue of A$1.52b and net income of A$38.56 million setting the backdrop for investors assessing the latest half year result. The company has seen half year revenue sit between A$700.30 million and A$775.96 million over the last three reported periods, while basic EPS has ranged from A$0.018 to A$0.084. This provides a clearer view of how sales and per share...
ASX:PRN
ASX:PRNMetals and Mining

Perenti (ASX:PRN) Valuation Check After Record EBITA Flat Revenue And Lowered FY2026 Guidance

Perenti (ASX:PRN) is back in focus after half year results that combined flat revenue and a lower EBITDA outcome with record EBITA, an increased interim dividend and a cut to FY2026 earnings guidance. See our latest analysis for Perenti. Perenti’s recent earnings, dividend increase and trimmed FY2026 guidance have come alongside a 14.9% 30 day share price return decline and a 12.8% year to date share price return decline. However, the 1 year total shareholder return of 106.1% suggests longer...
ASX:WOW
ASX:WOWConsumer Retailing

Assessing Woolworths Group (ASX:WOW) Valuation After FY26 Half-Year Results And Interim Dividend

Woolworths Group (ASX:WOW) shares moved after the retailer released its first half FY26 results and declared a fully franked interim dividend of A$0.45 per share, along with updates on sales, earnings and margins. See our latest analysis for Woolworths Group. Woolworths Group’s recent half year FY26 update and fully franked A$0.45 interim dividend arrived alongside strong near term share price momentum, with a 1 day share price return of 12.97% and a 90 day share price return of 25.46%. The 5...
ASX:FMG
ASX:FMGMetals and Mining

How Record Shipments, Higher Earnings And Dividend Hike At Fortescue (ASX:FMG) Has Changed Its Investment Story

Fortescue Ltd reported past half-year results to 31 December 2025 with sales rising to US$8.44 billion, net income to US$1.91 billion, and basic earnings per share from continuing operations increasing to US$0.622. The company also set a first-half shipment record of 100.2 million tonnes of ore and lifted its fully franked interim dividend to A$0.62 per share, indicating stronger cash generation and confidence in returning capital to shareholders. With Fortescue lifting its fully franked...
ASX:SLX
ASX:SLXMachinery

Silex Systems (ASX:SLX) Widening Losses Challenge Bullish Profitability Narratives

Silex Systems (ASX:SLX) has posted another loss making half for H1 2026, with total revenue of A$5.8 million and basic EPS of A$0.10 loss, while trailing twelve month figures show revenue of A$19.9 million and a net income loss of A$42.4 million, or A$0.17 loss per share. The company has seen revenue move from A$7.3 million and EPS of A$0.05 loss in H2 2024 to A$7.9 million and EPS of A$0.08 loss in H1 2025, before landing at A$5.8 million and EPS of A$0.10 loss in H2 2025, leaving investors...
ASX:GOZ
ASX:GOZREITs

Growthpoint Properties Australia (ASX:GOZ) Stable FFO Challenges Bearish Narrative On Earnings Outlook

Growthpoint Properties Australia (ASX:GOZ) has reported H1 2026 results with funds from operations of A$176 million on a trailing 12 month basis and basic EPS of A$0.051, alongside total revenue of A$324.8 million and net income of A$39.1 million over the same period. Over recent halves, the company has seen revenue hold around A$161.5 million to A$162.4 million per half, while basic EPS moved from a loss of A$0.235 in H2 2024 to losses of A$0.129 and A$0.035 through 2025, before the trailing...
ASX:JBH
ASX:JBHSpecialty Retail

JB Hi-Fi (ASX:JBH) Valuation Check After Strong Half Year Results And Higher Interim Dividend

JB Hi-Fi (ASX:JBH) is back in focus after releasing half year results to 31 December 2025, reporting higher sales and net income, alongside an interim fully franked dividend declaration of A$2.10 per share. See our latest analysis for JB Hi-Fi. The strong half year numbers and fully franked A$2.10 interim dividend have come after a weaker period for the stock, with a 90 day share price return of 13.09% decline and a year to date share price return of 12.66% decline. However, longer term...
ASX:NIC
ASX:NICMetals and Mining

Stronger Earnings, Record Output and Refinancing Might Change The Case For Investing In Nickel Industries (ASX:NIC)

Nickel Industries Limited has released its full-year 2025 results, reporting US$1,649.10 million in sales and a reduced net loss of US$57.06 million, alongside record nickel and cobalt production and a refinancing that lowered bond coupons from 11.25% to 9%. The combination of lower losses, solid EBITDA of US$282.80 million, and the sale of a 10% ENC project stake to partner SeAH highlights both improving financial resilience and external confidence in the company’s growth projects. Against...
ASX:PNR
ASX:PNRMetals and Mining

Pantoro Gold (ASX:PNR) Valuation Check As New Share Buyback Follows Strong Norseman Cashflows

Pantoro Gold (ASX:PNR) has launched a year-long on-market share buyback, authorising the repurchase of up to 38,344,473 shares, representing 9.73% of its 394,180,907 shares on issue. See our latest analysis for Pantoro Gold. That buyback announcement lands after a strong run, with the 1-year total shareholder return at 147.93% and the 3-year total shareholder return close to 5x. The 7-day share price return of 17.32% and 90-day share price return of 11.35% suggest momentum has been building...
ASX:SLC
ASX:SLCTelecom

How Superloop’s Return to Profit and Higher Sales Will Impact Superloop (ASX:SLC) Investors

Superloop Limited recently reported its half-year results for the period ended December 31, 2025, with sales rising to A$317.6 million and revenue to A$318.98 million, while moving from a net loss to a net profit of A$5.11 million. The shift from a loss to positive earnings, with basic earnings per share from continuing operations improving from a loss of A$0.0157 to a profit of A$0.01, signals a meaningful improvement in the company’s underlying profitability profile. We will now explore...
ASX:BGL
ASX:BGLMetals and Mining

Is Bellevue Gold’s (ASX:BGL) Self‑Funded Paste Plant Recasting Its Earnings Versus Resilience Trade‑Off?

Bellevue Gold Limited recently reported half-year results to 31 December 2025, with sales rising to A$268.73 million while net income eased to A$2.63 million, and it also approved construction of a new A$35–40 million wet paste plant at its Bellevue Gold Project funded from operational cash flows. The combination of higher revenue, thinner profitability and investment in a paste fill plant that aims to improve production consistency and safety raises important questions about how Bellevue...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Is Up 5.1% After High-Grade Kendal And Roswell Drilling Results - What's Changed

Alkane Resources has recently reported high-grade gold and antimony drilling results at the Kendal deposit beside the Youle lode in Victoria, alongside strong underground exploration outcomes at the Roswell and El Paso targets within its Tomingley Gold Operations in New South Wales. These exploration updates come on the heels of very large half-year sales growth to A$403.95 million and higher earnings, underlining how new discoveries are being made while existing operations are already...