Australian Stock News

ASX:ASX
ASX:ASXCapital Markets

ASX Group H1 2026 Margin Compression Reinforces Bearish Profitability Narratives

ASX (ASX:ASX) has posted its H1 2026 numbers with revenue of A$606 million and net income of A$263.6 million, translating to basic EPS of A$1.36 and sitting against a trailing twelve month earnings growth rate of 7.3%. The company has seen half year revenue move from A$544.8 million in H1 2025 to A$261.1 million in H2 2025 and then to A$606 million in H1 2026. Basic EPS stepped from A$1.26 to A$1.33 and then to A$1.36 over the same periods. This sits alongside multi year earnings growth of...
ASX:BRG
ASX:BRGConsumer Durables

Breville Group (ASX:BRG) Margin Slippage Tests Bullish Growth Narratives After H1 2026 Results

Breville Group (ASX:BRG) has posted H1 2026 revenue of A$1.1b and basic EPS of A$0.68, with net income (excluding extra items) at A$98.2m setting the tone for its latest earnings season update. The company has seen half year revenue move from A$997.5m in H1 2025 to A$1.1b in H1 2026, while basic EPS has held at around A$0.68 over the same period. This gives investors a clear read on how top line scale and per share earnings are tracking into the new fiscal year. With a trailing net profit...
ASX:CVL
ASX:CVLConstruction

Civmec (ASX:CVL) Margin Slippage In H1 2026 Tests Bullish Growth Narratives

Civmec (ASX:CVL) has laid out a fresh set of H1 2026 numbers, with the latest half showing total revenue of A$307.7 million and basic EPS of A$0.03 alongside net income of A$16.0 million. Over recent halves the company has seen revenue move from A$541.1 million and EPS of A$0.06 in H2 2024 to A$502.9 million and EPS of A$0.05 in H1 2025. This sets the backdrop for today’s update and the current share price of A$1.56, and investors are now weighing those headline figures against slightly...
ASX:COH
ASX:COHMedical Equipment

Cochlear (ASX:COH) Margin Compression Tests Premium P/E Narrative In Latest Results

Cochlear (ASX:COH) has reported its H1 2026 results with trailing twelve month revenue of A$2.3b and basic EPS of A$5.28, giving investors a clear read on both top line scale and earnings power. The company has seen half year revenue move from A$1,137.1 million in H2 2024 to A$1,171.8 million in H1 2025 and A$1,171.3 million in H2 2025, while basic EPS shifted from A$2.53 to A$3.13 and then A$2.81 over the same periods. This sets the backdrop for a margin story that investors will parse...
ASX:TLS
ASX:TLSTelecom

Will Telstra’s Push to Cap Spectrum Fees Change Telstra Group’s (ASX:TLS) Investment Narrative?

In recent days, Telstra Group has urged the Australian Treasury to impose a hard cap on industry-wide spectrum licence renewal fees, arguing that current proposed valuations are inflated and could force difficult trade-offs in future mobile network investment. This regulatory push lands just as Telstra approaches its half-year results and key consultation deadlines, sharpening investor attention on how potential spectrum costs could influence the company’s capital allocation and long-term...
ASX:TNE
ASX:TNESoftware

Do Technology One’s (ASX:TNE) Downtrend Signals Recast Its Long-Term Software Leadership Narrative?

In recent days, Technology One reported that 30,270 options and 3,800 performance rights had lapsed after their performance or service conditions were not met, slightly trimming potential future share issuance with little impact on the overall capital structure. At the same time, Technology One has appeared on an ASX downtrends list in technical trading scans, a development that may influence investor sentiment more than the relatively minor equity incentive lapses. We’ll now examine how...
ASX:NCK
ASX:NCKSpecialty Retail

Nick Scali (ASX:NCK) Margins Near 13% Net Level Test Bulls And Bears

Nick Scali (ASX:NCK) has released its H1 2026 scorecard, with investors already eyeing how the latest numbers fit into the broader trend in revenue and EPS. The company has seen half year revenue move from A$241.6 million in H2 2024 to A$251.1 million in H1 2025 and then A$244.2 million in H2 2025, while basic EPS shifted from A$0.457 to A$0.351 and then A$0.324 over the same periods. This gives investors a clear view of how recent trading has flowed through to the bottom line. With net...
ASX:SUN
ASX:SUNInsurance

Assessing Suncorp Group (ASX:SUN) Valuation After Earnings Growth And Continued ASX 50 Inclusion

Why Suncorp Group is back in focus after its latest earnings Suncorp Group (ASX:SUN) has drawn fresh attention after reporting earnings growth while keeping its spot in the ASX 50 Index, as it continues tying together its insurance and banking operations. See our latest analysis for Suncorp Group. Despite earnings growth and operational integration efforts, Suncorp Group’s recent momentum has cooled. The 30 day share price return of 6.29% and year to date share price return of 10.45% are both...
ASX:GQG
ASX:GQGCapital Markets

Record 2025 Earnings and Dividend Policy Shift Could Be A Game Changer For GQG Partners (ASX:GQG)

GQG Partners Inc. has reported full-year 2025 results, with revenue rising to US$808.3 million and net income to US$463.3 million, while its board declared a fourth-quarter dividend of US$0.0365 per share, equal to 90% of fourth-quarter distributable earnings. These results came alongside record funds under management growth driven by investment performance, even as the firm continued to face ongoing net outflows and adjusted distribution policies affecting how income, capital gains, and...
ASX:BML
ASX:BMLMetals and Mining

A Look At Boab Metals (ASX:BML) Valuation As Sorby Hills Secures Final Construction Approvals

Boab Metals (ASX:BML) has moved into focus after securing final works approvals for full construction at its Sorby Hills silver, lead and zinc project, marking a key step toward potential future production. See our latest analysis for Boab Metals. Those approvals and recent capital moves, including a A$60m follow on equity offering at A$0.40 and new director shares tied to Sorby Hills permits, come after strong momentum. The company has recorded a 90 day share price return of 52.38% and a...
ASX:STO
ASX:STOOil and Gas

A Look At Santos (ASX:STO) Valuation After Higher Reserves And Expanded Carbon Capture Resources

Santos (ASX:STO) has reported higher proved plus probable reserves and larger carbon capture and storage resources, placing its emissions management plans alongside core production firmly in focus for investors tracking sustainability themes. See our latest analysis for Santos. At a share price of A$6.70, Santos has had a 6.18% 1 month share price return and an 8.94% year to date share price return. Meanwhile, the 1 year total shareholder return of 1.26% and 5 year total shareholder return of...
ASX:JHX
ASX:JHXBasic Materials

Why James Hardie Industries (ASX:JHX) Is Up 12.6% After Beating Adjusted Q3 Earnings Expectations

In the past quarter, James Hardie Industries plc reported third-quarter 2025 sales of US$1,239.8 million, up from US$953.3 million a year earlier, while net income fell to US$68.7 million from US$141.7 million and basic earnings per share from continuing operations declined to US$0.12 from US$0.33. Despite the weaker headline profit, the company exceeded analyst expectations for adjusted earnings and revenue, highlighting strong sales growth supported by the early benefits of its AZEK...
ASX:ANZ
ASX:ANZBanks

ANZ Group Holdings (ASX:ANZ) Valuation After First Quarter Cost Cut Surprise

ANZ Group Holdings (ASX:ANZ) is back in focus after revealing first quarter costs came in lower than analysts had expected, a surprise that has sharpened attention on the bank’s efficiency and profit potential. See our latest analysis for ANZ Group Holdings. The cost surprise has arrived on top of strong recent momentum, with ANZ’s 7 day share price return of 10.48% and 30 day share price return of 12.40% adding to a 1 year total shareholder return of 37.44%. This suggests sentiment has been...
ASX:GEM
ASX:GEMConsumer Services

Why G8 Education (ASX:GEM) Is Down 28.1% After A$350m Goodwill Hit And Halting Payouts

G8 Education recently announced a large A$350,000,000 non-cash goodwill impairment for FY25, alongside suspending its final dividend and pausing its on-market share buyback in response to weaker sector conditions and softer earnings expectations. Despite these conservative capital measures, the company has reaffirmed its FY25 EBIT guidance, underscoring management’s view that underlying operations remain broadly stable even as accounting values are reset. We’ll now examine how this sizeable...