Australian REITS Stock News

ASX:NHC
ASX:NHCOil and Gas

New Hope’s (ASX:NHC) Higher Saleable Coal From Lower ROM Output: Efficiency Gain Or One-Off Quirk?

New Hope Corporation Limited has released unaudited operating results for the quarter and year to date ended January 31, 2026, showing 4,055,000 tons of ROM coal and 2,766,000 tons of saleable coal produced for the quarter, with year-to-date saleable production of 5,458,000 tons. An interesting detail is that year-to-date saleable coal output edged slightly higher than the prior year despite lower ROM production, pointing to efficiency and processing gains within the group’s operations. We...
ASX:CBO
ASX:CBOFood

How Cobram Estate Olives’ Widening Half-Year Loss Will Impact Cobram Estate Olives (ASX:CBO) Investors

Cobram Estate Olives Limited recently reported half-year results to 31 December 2025, with sales of A$116.13 million and revenue of A$120.04 million, alongside a net loss of A$11.93 million and higher losses per share than the prior period. The widening loss despite only a modest drop in sales and revenue highlights pressure on profitability and cost management at Cobram Estate Olives. With the company’s half-year loss widening, we’ll now examine how this result may influence Cobram Estate...
ASX:AUI
ASX:AUICapital Markets

Does Australian United Investment’s (ASX:AUI) Higher Earnings And Steady Dividend Reveal Its Core Strategy?

Australian United Investment Company Limited recently reported half-year results to December 31, 2025, with net income of A$27.26 million and basic earnings per share of A$0.22, and affirmed a fully franked ordinary dividend of A$0.17 per security payable on March 20, 2026, with an ex-dividend date of February 27, 2026 and record date of March 2, 2026. The combination of higher half-year profit and the continuation of a fully franked dividend stream highlights the company’s focus on...
ASX:CYL
ASX:CYLMetals and Mining

Why Catalyst Metals (ASX:CYL) Is Up 6.1% After Stronger Half-Year Profitability - And What's Next

Catalyst Metals Limited recently reported half-year results for the period ended 31 December 2025, with sales rising to A$267.85 million from A$177.97 million and net income increasing to A$59.70 million from A$46.29 million a year earlier. The uplift in both basic and diluted earnings per share from continuing operations underscores how the company converted higher revenue into stronger profitability over the half year. We’ll now examine how this earnings-driven improvement in profitability...
ASX:TLX
ASX:TLXBiotechs

A Look At Telix Pharmaceuticals (ASX:TLX) Valuation After Strong Guidance And Gozellix Medicare Momentum

Why Telix’s latest guidance is attracting fresh attention Telix Pharmaceuticals (ASX:TLX) is back on many investors’ radar after the company issued 2026 revenue guidance of US$950 million to US$970 million and highlighted strong 2025 results supported by Gozellix uptake and Medicare reimbursement. See our latest analysis for Telix Pharmaceuticals. That guidance and the recent Gozellix and TLX101 Px updates have arrived after a volatile spell, with a 1 day share price return of 10.87% and a 1...
ASX:ACE
ASX:ACESoftware

Acusensus H1 2026 Loss Of A$22.9 Million Tests Bullish Growth Narratives

Acusensus (ASX:ACE) H1 2026 Earnings Snapshot Acusensus (ASX:ACE) has just put fresh numbers on the table for H1 2026, with the latest trailing twelve month revenue at A$70.9 million and a basic EPS loss of A$0.164553. This sets the tone for how investors will read the new half-year result against a still loss-making profile. The company has seen revenue move from A$24.9 million in H2 2024 to A$28.8 million in H1 2025 and A$30.6 million in H2 2025. Basic EPS has ranged from a loss of...
ASX:BEN
ASX:BENBanks

Assessing Bendigo and Adelaide Bank’s Valuation After Half Year Results and Affirmed Dividend

Bendigo and Adelaide Bank (ASX:BEN) has just released half year results alongside an affirmed ordinary dividend. This combination often prompts investors to reassess income potential and the bank’s current share pricing. See our latest analysis for Bendigo and Adelaide Bank. At a share price of A$10.93, Bendigo and Adelaide Bank has seen a 1-day share price return of 1.11% and a 90-day share price return of 6.74%. Its 1-year total shareholder return of 7.99% and 5-year total shareholder...
ASX:MI6
ASX:MI6Metals and Mining

Assessing Minerals 260’s Valuation After Franco Nevada Funding Secures Bullabulling Development

Minerals 260 (ASX:MI6) has agreed to a A$220 million funding package with Franco-Nevada to advance its Bullabulling gold project in Western Australia, including a higher project royalty and a A$50 million equity investment. See our latest analysis for Minerals 260. The Franco Nevada funding news lands after a strong run in Minerals 260’s share price, with a 7 day share price return of 58.33% and a 90 day share price return of 95.59%, while the 3 year total shareholder return of 107.81% points...
ASX:EOS
ASX:EOSAerospace & Defense

Why Electro Optic Systems (ASX:EOS) Is Up 15.7% After Order Book Surges To A$459 Million

Electro Optic Systems Holdings reported its 2025 full-year results, with sales of A$128.46 million down from A$176.57 million, but net income improving to A$18.61 million from a net loss a year earlier and earnings per share turning positive. Despite the revenue drop tied to the EM Solutions divestment and order timing, the company finished 2025 with an expanded unconditional order book of about A$459 million across 18 new contracts, including high-energy laser and counter-drone systems,...
ASX:BHP
ASX:BHPMetals and Mining

Is It Too Late To Consider BHP Group (ASX:BHP) After Its Strong Share Price Run?

If you are wondering whether BHP Group is still reasonably priced or already looking stretched, you are not alone. This valuation-focused review will unpack that question for you. The stock last closed at A$57.75, with returns of 8.5% over 7 days, 16.1% over 30 days, 26.2% year to date, 50.5% over 1 year, 40.0% over 3 years, and 81.8% over 5 years. These figures naturally raise questions about what is already built into the price. Recent coverage of BHP Group has continued to focus on the...
ASX:TCL
ASX:TCLInfrastructure

How Transurban’s Return to Profitability and Reaffirmed 2026 Payout Will Impact Transurban Group (ASX:TCL) Investors

In February 2026, Transurban Group reported half-year results showing revenue of A$1,983 million, net income of A$298 million and basic earnings per share of A$0.096, alongside a cash dividend of A$0.1870518 per stapled security following the December 30, 2025 ex-dividend date. The company also reaffirmed its fiscal year 2026 distribution guidance at 69.0 cents per stapled security, indicating management confidence in sustaining cash returns after a turnaround from the prior year’s...
ASX:NXT
ASX:NXTIT

NEXTDC H1 2026 Loss Of A$57.2 Million Tests Bullish Growth Narratives

Data center operator NEXTDC (ASX:NXT) has posted its H1 2026 scorecard with trailing 12 month revenue of A$430.26 million and a loss per share of A$0.089, keeping the company in loss-making territory. The company has seen revenue move from A$195.22 million in H2 2024 to A$205.52 million in H1 2025 and A$221.69 million in H2 2025, while half year EPS tracked at losses of A$0.041, A$0.069 and A$0.028 over the same periods. This sets the scene for investors to weigh strong top line momentum...
ASX:SDR
ASX:SDRSoftware

SiteMinder (ASX:SDR) Losses Narrow In H1 2026 Challenging Cautious Narratives On Profitability

SiteMinder (ASX:SDR) has put up a solid top line for H1 2026, reporting revenue of A$131.2 million alongside a net loss of A$4.8 million, with trailing twelve month figures showing revenue of A$250.9 million and a net loss of A$15.4 million. The company has seen revenue move from A$104.6 million in H1 2025 to A$119.8 million in H2 2025 and then to A$131.2 million in H1 2026, while basic EPS has run at a loss of A$0.0518 in H1 2025, A$0.0394 in H2 2025 and A$0.0618 on a trailing twelve month...
ASX:IAG
ASX:IAGInsurance

Assessing Insurance Australia Group’s Valuation As Climate Leadership And New Growth Appointment Draw Global Interest

Why Insurance Australia Group (ASX:IAG) is back on global investors’ radar Insurance Australia Group (ASX:IAG) is drawing fresh global attention as investors watch how it handles climate risk and catastrophe losses, while a new senior appointment signals a renewed push on growth and simplification. See our latest analysis for Insurance Australia Group. At a share price of A$6.62, Insurance Australia Group has had a softer patch recently, with a 30 day share price return of 9.81% decline and a...
ASX:FMG
ASX:FMGMetals and Mining

Assessing Fortescue (ASX:FMG) Valuation After Record Shipments, Profit Growth And Higher Interim Dividend

Fortescue (ASX:FMG) has put fresh numbers on the table, reporting record first half iron ore shipments, higher realised prices and a fully franked interim dividend lifted 24% compared with last year. See our latest analysis for Fortescue. At a share price of A$20.85, Fortescue has had a mixed run in recent months, with a 7 day share price return of 2.66% contrasted with a 30 day share price return decline of 4.66%. Its 1 year total shareholder return of 25.48% and 5 year total shareholder...
ASX:ARB
ASX:ARBAuto Components

Assessing ARB (ASX:ARB) Valuation After Sharp Share Price Fall On Weak Half Year Earnings

What triggered the sharp move in ARB (ASX:ARB)? ARB (ASX:ARB) is in focus after a disappointing half year FY26 earnings update that showed a 1% drop in sales revenue, an 18.8% decline in profit before tax, and a share price fall of over 15%. See our latest analysis for ARB. The initial 15% drop after the half year FY26 result sits within a broader loss of momentum. A 90 day share price return of 27.41% and a 1 year total shareholder return of 34.8% indicate sustained pressure despite pockets...
ASX:HZN
ASX:HZNOil and Gas

Horizon Oil H1 2026 Margin Compression Challenges Bullish Narratives On Cash Generation

Horizon Oil (ASX:HZN) H1 2026 Earnings Snapshot Horizon Oil (ASX:HZN) has put out its H1 2026 numbers with trailing twelve month revenue of US$94.1 million and basic EPS of US$0.004875, setting the stage against a current share price of A$0.23. Over recent reporting periods the company has seen total revenue move from US$45.3 million in H2 2024 to US$55.9 million in H1 2025 and US$49.4 million in H2 2025, while basic EPS shifted from US$0.00472 in H2 2024 to US$0.004 in H1 2025 and...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths Group (ASX:WOW) Margin Squeeze Reinforces Bearish Narratives Despite Solid H1 2026 Revenue

Woolworths Group H1 2026 Results: Revenue Holds Up While Margins Stay Under Pressure Woolworths Group (ASX:WOW) has reported H1 2026 revenue of A$37.1b and basic EPS of A$0.31, with the trailing twelve months showing A$70.3b of revenue and EPS of A$0.49 as one off items and thinner profitability keep earnings in focus. The group has seen revenue move from A$35.9b in H1 2025 to A$37.1b in H1 2026, while basic EPS shifted from A$0.61 in H1 2025 and A$0.18 in H2 2025 to A$0.31 in the latest...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 16.8% After Swinging To FY25 Profit And Scaling Production Plans

DroneShield Limited has released its full-year 2025 results, with sales rising to A$216.55 million and profit after tax reaching A$3.52 million, marking a shift from a loss in the prior year and a move into positive earnings per share. Beyond the headline profit, the company highlighted a very large A$2.3 billion sales pipeline and an ambitious plan to scale annual production capacity to A$2.4 billion by the end of 2026, supported by new facilities in Australia, the United States, and Europe...
ASX:IMM
ASX:IMMBiotechs

Immutep H1 2026 Loss Worsening Challenges Bullish Revenue Growth Narratives

Immutep H1 2026 Results: Losses Widen as Revenue Steps Up Immutep (ASX:IMM) has posted its H1 2026 numbers with revenue of A$6.0 million and a basic EPS loss of A$0.0305, alongside a net loss of A$44.9 million that keeps the biotech firmly in loss-making territory. Over recent halves, the company has seen revenue move from A$3.1 million in H1 2025 to A$1.9 million in H2 2025 and now A$6.0 million in H1 2026. EPS has shifted from a loss of A$0.0154 in H1 2025 to a loss of A$0.0268 in H2 2025...
ASX:ZIP
ASX:ZIPConsumer Finance

Assessing Zip Co (ASX:ZIP) Valuation After A$50m Buyback And Upgraded 2026 Margin Guidance

Zip Co (ASX:ZIP) has put a A$50 million on-market share buyback in place, covering up to 92,161,082 shares (7.25% of its issued capital) and running through to March 2027. See our latest analysis for Zip Co. That buyback sits against a mixed price picture, with a 1 day share price return of 5.43% at A$1.845 but a 30 day share price return of 38.29% and year to date share price return of 44.93% declines, while the 3 year total shareholder return of about 2.5x still points to earlier momentum...
ASX:GLF
ASX:GLFReal Estate

GemLife Communities Group Q3 Loss On A$88 Million Revenue Challenges Bullish Narratives

GemLife Communities Group (ASX:GLF) has laid out a mixed Q3 2025 scorecard, with revenue of A$88.4 million and a net income loss of A$4.3 million, set against a trailing twelve month net profit margin of 21.8%. The company has seen quarterly revenue move from A$64.3 million in Q2 2024 to A$68.9 million in Q3 2024, then to A$52.4 million in Q1 and Q2 2025 and A$88.4 million in Q3 2025, while trailing twelve month revenue has remained in the A$242.1 million to A$266.3 million range since 2023...
ASX:ASB
ASX:ASBAerospace & Defense

A Look At Austal’s (ASX:ASB) Valuation After Earnings, Contract Wins And Share Price Volatility

Why Austal’s latest earnings and contract wins matter now Austal (ASX:ASB) is back in focus after its latest half year earnings, fresh 2026 EBIT guidance of around A$110 million, and a string of large Australian defence shipbuilding contracts. These announcements come after a sharp pullback in the share price in 2026, following the company’s statement that it had overstated potential earnings and an 11% fall after its H1 FY2026 report. Investors are now weighing the strength of these...
ASX:KCN
ASX:KCNMetals and Mining

Kingsgate Consolidated H1 2026 Margin Compression Challenges Bullish Growth Narrative

H1 2026 results snapshot for Kingsgate Consolidated (ASX:KCN) Kingsgate Consolidated (ASX:KCN) has put fresh numbers on the table for H1 2026, with trailing twelve month revenue of A$483.9 million and basic EPS of A$0.45 framing the latest half in the context of a year that also included H2 2025 revenue of A$200.7 million and basic EPS of A$0.10. Over recent halves the company has seen revenue move from A$74.6 million in H2 2024 to A$136.1 million in H1 2025 and A$200.7 million in H2 2025,...