Australian Specialized REITs Stock News

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...
ASX:SSM
ASX:SSMConstruction

Service Stream H1 2026 Results Test Bullish Margin Expansion Narrative With 2.4% Net Profit Margin

Service Stream (ASX:SSM) has reported its H1 2026 numbers with investors looking closely at how the latest half-year compares with a trailing twelve month picture that shows A$2.25b in revenue and EPS of A$0.0848. The company has seen revenue move from A$1.16b in H2 2024 to A$1.22b in H1 2025 and A$1.11b in H2 2025, while basic EPS over those halves went from A$0.0319 to A$0.054 and then A$0.0426, setting the backdrop for how you read today’s release. With net profit margins sitting in the...
ASX:ASX
ASX:ASXCapital Markets

How Investors May Respond To ASX (ASX:ASX) Earnings Growth With Lower Interim Dividend Payout Ratio

ASX Limited has reported higher half-year revenue of A$606.0 million and net income of A$263.6 million for the period ended 31 December 2025, while declaring a fully franked interim dividend of A$1.018 per share to be paid on 23 March 2026 after going ex-dividend on 12 February 2026. The interim dividend is 8.5% lower than the prior comparable period and represents a reduced payout ratio of 75.0% of underlying net profit after tax, indicating a shift toward retaining more earnings within the...
ASX:DRO
ASX:DROAerospace & Defense

DroneShield (ASX:DRO) Valuation Check After Profit Turnaround And Counter-Drone Demand Surge

DroneShield (ASX:DRO) just released its full year 2025 results, reporting sales of A$216.55 million and net income of A$3.52 million, reflecting a shift from a prior year loss to profitability. See our latest analysis for DroneShield. The latest earnings release and upcoming call have arrived after a powerful run, with a 90 day share price return of 69.5% and a very large 1 year total shareholder return that hints at strong momentum, even though the 30 day share price return decline of 24.16%...
ASX:ACF
ASX:ACFTrade Distributors

Acrow (ASX:ACF) Margin Slippage And One Off Gain Test Bullish Earnings Narratives

Acrow (ASX:ACF) has put fresh numbers on the table for H1 2026, with revenue of A$124.5 million and basic EPS of A$0.0449, while the latest trailing 12 month figures show revenue of A$272.1 million and EPS of A$0.0662 against a current share price of A$1.03. The company has seen revenue move from A$99.7 million in H2 2024 to A$117.1 million in H1 2025 and A$124.5 million in H2 2025, with basic EPS running between A$0.0307 and A$0.0449 over those periods. This provides a basis for investors to...
ASX:APX
ASX:APXIT

Appen ASX APX Ongoing Losses Test Bullish Profit Turnaround Narratives

Appen (ASX:APX) has kicked off FY 2025 with first half revenue of US$102.8 million and a basic EPS loss of US$0.07, with net income excluding extra items at a loss of US$19.3 million setting the tone for another period where profitability remains under pressure. The company has seen recent half year revenue move from US$113.5 million in 1H 2024 to US$121.7 million in 2H 2024 and then to US$102.8 million in 1H 2025, while basic EPS has stayed in loss making territory across these periods,...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP (ASX:AMP) Valuation After 2025 Earnings Decline And Dividend Declaration

What the latest earnings and dividend mean for AMP (ASX:AMP) shareholders AMP (ASX:AMP) released full year 2025 results showing revenue of A$2,811 million and net income of A$133 million, alongside an ordinary dividend of A$0.020 per share for the half year. Revenue and earnings were lower than the prior year, and the board maintained a cash return through this dividend, paid on 2 April 2026 to shareholders on the register as of 2 March. See our latest analysis for AMP. The full year 2025...
ASX:LNW
ASX:LNWHospitality

Light And Wonder (ASX:LNW) One Off Loss Tests Bullish Margin Expansion Narrative

Light & Wonder (LNW) has wrapped up FY 2025 with Q4 revenue of US$891 million, basic EPS of a US$0.19 loss and net income of a US$15 million loss. The latest trailing 12 month figures show revenue of US$3.3 billion, basic EPS of US$3.33 and net income of US$276 million. Over recent quarters the company has seen revenue move from US$774 million and EPS of US$0.96 in Q1 2025 to US$841 million and EPS of US$1.36 in Q3 2025 before the Q4 loss. FY 2024 Q4 revenue of US$797 million and EPS of...
ASX:MAF
ASX:MAFCapital Markets

Assessing MA Financial Group’s Valuation After Sharp Profit Decline And Dividend Announcement

Earnings drop and dividend announcement put MA Financial Group in focus MA Financial Group (ASX:MAF) has drawn investor attention after reporting full year 2025 net income of A$10.39 million, compared with A$41.79 million a year earlier, alongside confirming a A$0.14 per share dividend. See our latest analysis for MA Financial Group. The latest earnings and dividend news comes after a sharp 21.9% 30 day share price return decline to A$8.85 and a softer 7 day share price return, even though...
ASX:CSL
ASX:CSLBiotechs

Did Soft Half-Year Results and CEO Transition Just Shift CSL's (ASX:CSL) Investment Narrative?

CSL’s half-year results and ongoing CEO transition, reported prior to today, disappointed parts of the market and raised questions about the company’s near-term execution and leadership stability. At the same time, smaller rival Telix Pharmaceuticals drew attention with very large revenue growth and progress on a differentiated brain cancer imaging agent in Europe, sharpening comparisons within the biopharma sector. We’ll now examine how concerns around CSL’s CEO transition may influence the...
ASX:CDA
ASX:CDAElectronic

Is Codan’s Earnings Jump And Dividend Hike Altering The Investment Case For Codan (ASX:CDA)?

Codan Limited recently reported half-year results to 31 December 2025, with sales of A$393.51 million and net income of A$71.17 million, and declared a fully franked interim cash dividend of A$0.195 per share, which went ex-dividend on 25 February 2026 and is payable on 12 March 2026. The sharp increase in both sales and earnings per share compared with the prior year highlights how Codan’s operations have generated higher profitability over this period, even as the long-serving Chief...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Is Down 15.6% After Record Order Book And 2026 EBIT Guidance Update - What's Changed

Austal Limited has already reported half-year 2025 earnings, with sales rising to A$1,109.39 million and net income to A$30.5 million, while also issuing fiscal 2026 EBIT guidance of about A$110 million. Alongside these results, Austal’s record A$17.7 billion order book, bolstered by multi‑billion‑dollar Australian Government landing craft contracts, significantly extends the company’s long-term revenue visibility and reduces reliance on its U.S. operations. We’ll now examine how Austal’s...
ASX:KCN
ASX:KCNMetals and Mining

Does Kingsgate (ASX:KCN) Use Its New Interim Dividend to Redefine Its Capital Allocation Story?

Kingsgate Consolidated Limited has reported half-year results to 31 December 2025 showing sales of A$283.26 million and net income of A$88.09 million, and the Board has declared an unfranked interim dividend of A$0.10 per share payable on 10 April 2026 to shareholders on the 17 March 2026 record date. The strong uplift in earnings per share from continuing operations, combined with the first-half production performance at the Chatree Gold Mine and new mine infrastructure, underpins the...
ASX:WTC
ASX:WTCSoftware

WiseTech Global’s AI Overhaul And Job Cuts Test Long Term Thesis

WiseTech Global (ASX:WTC) plans to cut nearly 30% of its workforce over the next two years. The reduction is part of a CEO led shift toward AI driven operations across the business. The move is framed as a structural transformation of WiseTech Global's cost base and operating model. WiseTech Global, a logistics software group known for its CargoWise platform, sits at the intersection of global trade, freight forwarding, and supply chain management. The push toward AI comes as logistics...
ASX:360
ASX:360Software

Life360 (ASX:360) Valuation Check After Expanded Uber Partnership And Slower Recent Share Price Momentum

Life360 (ASX:360) is back in focus after Uber expanded its partnership with the family safety app by introducing account linking, real-time trip tracking, and ride booking for parents and teens within the Life360 ecosystem. See our latest analysis for Life360. The Uber announcement lands after a weak patch in Life360’s trading, with a 30-day share price return of 31.75% and a 90-day share price return of 41.46% compared with a very large 5-year total shareholder return. This suggests longer...
ASX:SUN
ASX:SUNInsurance

Assessing Suncorp Group (ASX:SUN) Valuation After Weaker Half Year Earnings And Lower Interim Dividend

Suncorp Group (ASX:SUN) is in focus after reporting half year earnings to 31 December 2025, with net income of A$263 million versus A$1,100 million a year earlier and a lower interim dividend of A$0.17 per share. See our latest analysis for Suncorp Group. At a share price of A$14.79, Suncorp Group’s recent half year earnings and lower interim dividend appear to have weighed on sentiment. The 30 day share price return is a 10.63% decline and the year to date share price return is a 16.91%...
ASX:EOS
ASX:EOSAerospace & Defense

A Look At Electro Optic Systems Holdings (ASX:EOS) Valuation After Its Profit Turnaround And Order Book Expansion

Electro Optic Systems Holdings (ASX:EOS) drew fresh attention after its FY25 earnings swung from a prior net loss to a profit of A$18.61 million, alongside a significantly larger order book in defence technologies. See our latest analysis for Electro Optic Systems Holdings. At a share price of A$8.30, Electro Optic Systems Holdings has seen a 13.23% 1 day and 85.27% 90 day share price return. Its 1 year total shareholder return is very large, which suggests recent earnings news and the...
ASX:RDX
ASX:RDXTrade Distributors

Is Redox (ASX:RDX) Turning Earnings Momentum Into a Durable Capital Return Strategy?

Redox Limited has already reported half-year results to December 31, 2025, with sales of A$673.61 million and net income of A$43.79 million, and declared an ordinary fully paid dividend of A$0.065 per share, payable on March 25, 2026 to shareholders on record as of March 4. The combination of higher sales and earnings per share, alongside a fresh dividend payout, highlights Redox’s ability to convert recent growth into cash returns for investors. We’ll now examine how this earnings uplift...
ASX:GPT
ASX:GPTREITs

GPT Group’s Profit Rebound And Higher-Quality Earnings Might Change The Case For Investing In GPT Group (ASX:GPT)

GPT Group has reported its full-year 2025 results, with revenue rising to A$815.8 million from A$780.6 million and net income swinging to A$981 million from a net loss of A$200.7 million, lifting basic earnings per share from a loss of A$0.105 to a gain of A$0.512. This shift from loss to profit, alongside improved earnings per share, marks a material reset in GPT Group’s earnings profile and cost effectiveness. We’ll now examine how this sharp turnaround to profitability reshapes GPT...