Australian Stock News

ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD) Net Margin Of 28.5% Tests Bullish Growth Narratives

Genesis Minerals (ASX:GMD) has reported a busy set of H1 2026 numbers, with total revenue for the latest half at A$581.4 million and basic EPS of A$0.15, compared with a trailing 12 month profile that shows A$1.4 billion of revenue and basic EPS of A$0.36. The company’s revenue has moved from A$222.7 million and EPS of A$0.07 in H2 2024 to A$338.7 million and EPS of A$0.05 in H1 2025, then to A$581.4 million and EPS of A$0.15 in H2 2025. This sets up H1 2026 as another data point in a rapidly...
ASX:BGA
ASX:BGAFood

Bega Cheese (ASX:BGA) Margin Squeeze And One Off Loss Test Bullish Recovery Narrative

Bega Cheese (ASX:BGA) has just posted its H1 2026 scorecard, with trailing 12‑month revenue at about A$3.6b and Basic EPS of A$0.03, set against a recent half year that included a one off loss of A$38.2m. Over recent halves, the company has seen revenue move from A$1.79b in H2 2024 to A$1.78b in H1 2025 and A$1.76b in H2 2025, while Basic EPS shifted from A$0.01 in H2 2024 to A$0.10 in H1 2025 and a loss of A$0.13 in H2 2025. This has left investors focused on how quickly margins can rebuild...
ASX:TLS
ASX:TLSTelecom

Telstra Group (ASX:TLS) Margin Expansion Reinforces Bullish Profitability Narratives

Telstra Group (ASX:TLS) has released its H1 2026 scorecard with trailing 12 month revenue of A$23.1 billion and basic EPS of A$0.20, setting a clear benchmark for how the telco is converting its scale into earnings. Over recent periods, the company has seen revenue move from A$11.5 billion in H2 2024 to A$11.6 billion in H1 2025 and A$11.5 billion in H2 2025, while basic EPS shifted from A$0.06 in H2 2024 to A$0.09 in H1 2025 and A$0.10 in H2 2025, giving investors a consistent read on how...
ASX:SFC
ASX:SFCAuto Components

Schaffer (ASX:SFC) Margin Compression Reinforces Bearish Narratives After H1 2026 Earnings

Schaffer (ASX:SFC) has laid out a softer set of headline numbers for H1 2026, with total revenue of A$117.4 million and basic EPS of A$0.85 against a backdrop of lower trailing net profit margins and a five year earnings decline averaging 9.4% a year. The company has seen half yearly revenue move from A$113.3 million and basic EPS of A$1.34 in H2 2024 to A$112.3 million and A$0.94 in H1 2025, then to A$117.4 million and A$0.85 in H2 2025. The latest print therefore lands in the context of...
ASX:IPH
ASX:IPHProfessional Services

IPH (ASX:IPH) Margin Compression Challenges Bullish Narrative Into H1 2026 Earnings Season

IPH’s H1 2026 earnings in focus IPH (ASX:IPH) has put its latest half on the table with H2 2025 revenue of A$364.6 million and basic EPS of A$0.12, setting the scene for investors weighing up how the business is tracking into H1 2026 on a trailing 12 month view. The company has seen revenue move from A$332.1 million in H2 2024 to A$341.6 million in H1 2025 and then A$364.6 million in H2 2025. Over the same periods, basic EPS went from A$0.16 to A$0.14 and then A$0.12. With trailing 12 month...
ASX:360
ASX:360Software

Will Uber Tie-Up Deepening Family Mobility Integration Change Life360's (ASX:360) Super App Narrative?

On 17 February 2026, Uber Technologies, Inc. announced an expanded partnership with Life360, enabling linked accounts, real-time trip tracking, ride booking, and integrated membership benefits to help families, including teens, coordinate transportation with greater visibility and control. This deeper integration supports Life360’s ambition to become a comprehensive family coordination app by embedding everyday mobility services directly into its cross-platform safety and connectivity...
ASX:HUB
ASX:HUBCapital Markets

HUB24 (ASX:HUB) Is Up 23.3% After Surging Half‑Year Profitability Highlights Operating Leverage

HUB24 Limited has reported past half‑year results to 31 December 2025, with revenue rising to A$245.85 million and net income to A$59.7 million, alongside higher basic and diluted earnings per share from continuing operations. The sharp uplift in profitability, with earnings per share from continuing operations materially higher than a year earlier, highlights improved operating leverage across HUB24’s platform and technology offerings. We’ll now examine how this stronger half‑year...
ASX:MAH
ASX:MAHMetals and Mining

A Look At Macmahon Holdings (ASX:MAH) Valuation After Strong Half Year Results And Higher Dividend

Macmahon Holdings (ASX:MAH) has drawn investor attention after releasing its half year 2025 results, reaffirming FY26 guidance and lifting its fully franked interim dividend to 0.95 cents per share, an increase of 73% on 1H25. See our latest analysis for Macmahon Holdings. The recent earnings beat, higher interim dividend and reaffirmed FY26 guidance appear to have fed into strong momentum, with a 90 day share price return of 42.99% and a very large 3 year total shareholder return. The 1 year...
ASX:EDV
ASX:EDVConsumer Retailing

Will Tim Poole’s Chairmanship Reset Strengthen Endeavour Group’s Governance Story (ASX:EDV)?

Endeavour Group has appointed Tim Poole as its next chairman, succeeding interim chair Duncan Makeig after a period of boardroom turnover and leadership changes following the departures of former executive chair Ari Mervis and CEO Steve Donohue. This governance reset introduces an experienced board leader at a time when investors are closely watching how Endeavour balances growth ambitions with regulatory, competitive, and cost pressures. We’ll now examine how the appointment of Tim Poole as...
ASX:NEU
ASX:NEUPharmaceuticals

Is Neuren’s 5 Percent Share Buyback Altering The Investment Case For Neuren Pharmaceuticals (ASX:NEU)?

On 11 February 2026, Neuren Pharmaceuticals Limited (ASX:NEU) announced a share repurchase program authorizing the buyback and cancellation of up to 6,350,631 shares, or 5% of its 126,639,526 issued shares, with the program running until 2 March 2027. This move reduces the future share count relative to current levels, which can increase each remaining share’s claim on any future earnings and cash flows. We’ll now examine how Neuren’s decision to buy back and cancel up to 5% of its shares...
ASX:CPU
ASX:CPUProfessional Services

Upgraded EPS Guidance and Higher Dividend Could Be A Game Changer For Computershare (ASX:CPU)

In February 2026, Computershare reported half-year sales of US$1,559.1 million, slightly lower net income of US$280.4 million, raised full-year 2026 Management EPS guidance to about 144 cps (up around 6%), and announced an ordinary franked dividend of A$0.55 per share for the six months ended December 31, 2025. The combination of higher earnings guidance, attributed to momentum across key business lines, lower interest costs and a completed share buyback, together with an increased dividend...
ASX:ANN
ASX:ANNMedical Equipment

Assessing Ansell’s Valuation After Strong Half Year 2025 Earnings Dividend Hike And Completed Buyback

Ansell (ASX:ANN) has just reported half year 2025 results, with net income of US$88.8 million and basic EPS from continuing operations of US$0.615, along with a higher interim dividend and a completed A$47.2 million buyback. See our latest analysis for Ansell. At a share price of A$33.51, Ansell’s 1-day and 7-day share price returns of 1.70% and 3.59% suggest a short term lift in sentiment. However, the 90-day share price return of 6.50% and 1-year total shareholder return of 5.04% both point...
ASX:ALK
ASX:ALKMetals and Mining

A Look At Alkane Resources (ASX:ALK) Valuation After Half Year 2025 Results And 2026 Production Guidance

Alkane Resources (ASX:ALK) is back in focus after releasing half year 2025 results alongside fresh 2026 production guidance, combining stronger reported sales, higher net income and clearer expectations for gold and antimony output. See our latest analysis for Alkane Resources. Those stronger half year numbers and fresh 2026 production guidance arrive after a sharp shift in sentiment, with the share price at A$1.68 and a 90 day share price return of 86.67%. This has fed into a very large 1...
ASX:APA
ASX:APAGas Utilities

Should APA’s Earnings Uptick and A$480m Grid Expansion Require Action From APA Group (ASX:APA) Investors?

APA Group recently reported half-year 2025 results showing sales of A$1,599 million and net income of A$81 million, with basic earnings per share from continuing operations at A$0.073. Alongside earnings growth, APA is pushing ahead with a A$480 million Stage 3 expansion of its East Coast Gas Grid, aiming to lift pipeline capacity and reinforce its role in Australia’s energy infrastructure. Now we’ll explore how APA’s earnings improvement and A$480 million East Coast Gas Grid expansion...
ASX:LOV
ASX:LOVSpecialty Retail

Assessing Lovisa Holdings (ASX:LOV) Valuation After Half Year Earnings Reveal Higher Sales And Net Income

Lovisa earnings spark fresh look at recent share performance Lovisa Holdings (ASX:LOV) has just released half year results, with sales of A$500.65 million and net income of A$58.39 million. This has drawn fresh attention to a share price that has retreated in recent months. See our latest analysis for Lovisa Holdings. The earnings release comes after a soft patch for the shares, with a 1 day share price return of 12.8% decline and a 30 day share price return of 12.91% decline, while the 5...
ASX:NHF
ASX:NHFInsurance

How nib’s 2026 Premium Reset At nib holdings (ASX:NHF) Has Changed Its Investment Story

nib holdings has recently announced adjustments to its 2026 health insurance premiums across Australian Residents Health Insurance and other segments, reflecting updated regulatory and market conditions. Because premiums are a core revenue lever, these changes may influence nib’s balance between growth, affordability, and claims cost control across its portfolio. We’ll now examine how these 2026 premium adjustments may affect nib holdings’ investment narrative, particularly around revenue...
ASX:FFM
ASX:FFMMetals and Mining

How Investors Are Reacting To FireFly Metals (ASX:FFM) Sharply Narrowing Its Half-Year Net Loss

FireFly Metals Ltd recently reported half-year results to December 31, 2025, reducing its net loss to A$727,000 from A$5.73 million and cutting basic loss per share from A$0.011 to A$0.0011 year-on-year. This sharp improvement in profitability metrics, while still loss-making, points to operational progress that may reshape how investors assess the company’s progress. We’ll now examine how FireFly Metals’ sharply reduced half-year loss might influence its investment narrative and future...
ASX:SGP
ASX:SGPREITs

How Investors Are Reacting To Stockland (ASX:SGP) Strong First-Half Profit And Steady 2026 Distribution Guidance

Stockland reported past half-year results to 31 December 2025 showing net income of A$292 million versus A$245 million a year earlier, alongside a declared interim distribution of A$0.09 per security paid on 27 February 2026 and board expectations for full-year 2026 distributions to match the prior year's A$0.252 per security. The combination of higher earnings per share from continuing operations and confidence in maintaining the total annual distribution highlights management’s focus on...
ASX:SFR
ASX:SFRMetals and Mining

How Sandfire’s Stronger Half-Year Profitability At Sandfire Resources (ASX:SFR) Has Changed Its Investment Story

Sandfire Resources Limited has released its half-year results for the period to 31 December 2025, reporting sales of US$672.07 million versus US$572.26 million a year earlier, with net income rising to US$97.06 million and basic earnings per share from continuing operations increasing to US$0.211. This combination of higher revenue and a near doubling of net income highlights a clear uplift in operating profitability over the past year. We’ll now examine how this stronger half-year...
ASX:GMG
ASX:GMGIndustrial REITs

Does Goodman’s Half-Year Profit Beat And Data Center Push Change The Bull Case For Goodman Group (ASX:GMG)?

Goodman Group has reported its half-year 2025 results, with sales rising to A$135.1 million while revenue softened to A$1.10 billion and net income edged up to A$824.7 million, alongside slightly lower earnings per share. Alongside these results, Goodman highlighted expanding logistics and data center partnerships, including multi-billion-dollar developments in Europe and the US, underlining the scale of its infrastructure ambitions. We’ll now examine how Goodman’s stronger-than-expected...
ASX:LYL
ASX:LYLConstruction

Lycopodium H1 2026 Margin Decline Challenges Bullish Earnings Growth Narrative

Latest Earnings Snapshot Lycopodium (ASX:LYL) has opened H1 2026 earnings season with a mixed recent track record. Trailing twelve month revenue sat around A$334.4 million with EPS of A$1.16, while the prior trailing period showed revenue of about A$333.9 million and EPS of A$1.06. Over the last few reported halves, the company has seen revenue move around the mid A$160 million range per half, with EPS stepping from A$0.52 in H2 2024 to A$0.64 in H1 2025 and A$0.43 in H2 2025. This has set up...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation In Focus As Ryoncil Data And New Trial Plan Signal Clinical Momentum

Mesoblast (ASX:MSB) has presented new clinical data for Ryoncil to transplant specialists, reporting consistently high survival outcomes in steroid refractory acute graft versus host disease across multiple patient groups. See our latest analysis for Mesoblast. The latest Ryoncil data arrives after a mixed price run, with Mesoblast’s 90 day share price return of 4.76% contrasting with a 12.64% decline year to date and a three year total shareholder return of 164.49%. This suggests long term...
ASX:WOW
ASX:WOWConsumer Retailing

Should Regulatory Scrutiny of Pricing and Legal Challenges Require Action From Woolworths Group (ASX:WOW) Investors?

In recent days, Woolworths Group has come under increased scrutiny ahead of its late-February half-year results, with attention on food retail performance, margin trends, operational upgrades, and ongoing legal challenges in Australia. This combination of operational efficiency initiatives, pricing scrutiny, and regulatory actions is shaping how investors reassess Woolworths’ role within the Australian retail sector. We’ll now examine how regulatory scrutiny over pricing claims and related...
ASX:NAB
ASX:NABBanks

NAB (ASX:NAB) Net Interest Margin Lift To 1.8% Tests Bullish Narratives

National Australia Bank (ASX:NAB) has kicked off Q1 2026 with a net interest margin of 1.8%, following a 2025 financial year where trailing twelve month revenue was A$20.0 billion and EPS was A$2.22. Over recent quarters, the bank has reported revenue in a range of A$4.90 billion to A$5.21 billion per quarter and quarterly EPS of around A$0.51 to A$0.57, giving investors a clearer view of how earnings are tracking into the new year. With a trailing net profit margin of 33.9%, this update puts...