Australian Specialized REITs Stock News

ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation As Spacetalk Software Partnership Progresses Toward Binding Agreement

The new Memorandum of Understanding between TPG Telecom (ASX:TPG) and Spacetalk to distribute Family Safety software to Vodafone postpaid customers puts TPG’s role in embedded software partnerships in the spotlight for shareholders. See our latest analysis for TPG Telecom. At a share price of A$4.05, TPG Telecom has a 1 day share price return of 3.58%, adding to a 90 day share price return of 8.00% and a 1 year total shareholder return of 30.67%. This pattern suggests momentum has been...
ASX:KAR
ASX:KAROil and Gas

Karoon Energy FY 2025 EPS Beat Tests Bearish Earnings Decline Narrative

Karoon Energy (ASX:KAR) opened FY 2025 with first half revenue of US$308.3 million and net income of US$71 million, translating to basic EPS of US$0.09. Over the last few reporting halves, revenue has moved from US$409.4 million in 1H FY 2024 to US$367.1 million in 2H FY 2024 and US$308.3 million in 1H FY 2025, while basic EPS has shifted from US$0.08 to US$0.08 and then US$0.09 across the same periods. This gives investors a clearer view of how the top and bottom lines are tracking into the...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Loss Worsening To A$24.7m Tests Bullish Turnaround Narrative

Boss Energy’s H1 2026 numbers at a glance Boss Energy (ASX:BOE) has put its latest half year on the table with H1 2026 revenue of A$27.8 million and a basic EPS loss of A$0.06, while the trailing twelve months show A$109.6 million in revenue and a basic EPS loss of A$0.08. The company has seen total revenue shift from A$47.8 million in H1 2025 to A$27.8 million in H2 2025, with basic EPS losses moving from A$0.02 in H1 2025 to A$0.06 in H2 2025, against a prior period in H2 2024 when revenue...
ASX:RHC
ASX:RHCHealthcare

Ramsay Health Care H1 2026 Margin Recovery Revives Bull Narratives On Earnings Turnaround

Ramsay Health Care (ASX:RHC) has reported H1 2026 results with total revenue of about A$9.2b and basic EPS of A$0.52, setting the tone after a period where trailing 12 month EPS sat at A$1.11 on revenue of roughly A$18.6b and net income of A$272.4m. The company has seen half year revenue move from A$8.6b in H1 2024 to A$8.5b in H1 2025 and then to A$9.2b in H2 2025, while basic EPS shifted from A$0.53 to a loss of A$0.50 and then back to a profit of A$0.52. This gives investors a clearer read...
ASX:AEF
ASX:AEFCapital Markets

Australian Ethical Investment (ASX:AEF) Net Margin Expansion Reinforces Bullish Earnings Narrative

Australian Ethical Investment (ASX:AEF) H1 2026 Earnings Snapshot Australian Ethical Investment (ASX:AEF) reported total revenue of A$60.6 million for H1 2026 and basic EPS of A$0.095, supported by trailing twelve month revenue of A$126.4 million and EPS of A$0.215. In recent halves, the company’s revenue moved from A$52.0 million in H2 2024 to A$58.8 million in H1 2025 and A$60.6 million in H2 2025. Over the same periods, basic EPS increased from A$0.047 to A$0.086 and then to A$0.095, a...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Margin Compression And One Off Loss Test High Growth Narratives

WiseTech Global (ASX:WTC) has posted H1 2026 revenue of US$672 million and basic EPS of US$0.20, with trailing twelve month revenue at about US$1.1 billion and basic EPS of US$0.49, giving investors a fresh read on both scale and per share earnings. Over the last three reported halves, revenue has moved from US$381 million in H1 2025 to US$397.7 million in H2 2025 and then to US$672 million in H1 2026. Over the same period, basic EPS went from US$0.32 to US$0.28 and now US$0.20. Together,...
ASX:WOR
ASX:WORConstruction

Worley (ASX:WOR) Net Margin Compression Tests Bullish Earnings Growth Narrative In H1 2026

Worley (ASX:WOR) has posted its H1 2026 numbers with total revenue of A$5.6b and basic EPS of A$0.43, giving investors a fresh read on how the business is tracking into the new fiscal year. The company has seen total revenue move from A$5.6b in H1 2025 to A$5.6b in H2 2025 and A$6.0b in H2 2024, while basic EPS shifted from A$0.35 in H1 2025 to A$0.43 in H2 2025 and A$0.37 in H2 2024, prompting investors to focus on how margins are holding up through this latest half. See our full analysis...
ASX:RDY
ASX:RDYSoftware

ReadyTech Holdings (ASX:RDY) Margins Rebound To A$2.6m Profit Challenging Bearish Narratives

ReadyTech Holdings (ASX:RDY) has reported its H1 2026 results with total revenue of A$63.5 million, basic EPS of A$0.021, and net income of A$2.6 million, setting a cleaner starting point after a volatile run of recent halves. The company has seen revenue move from A$59.1 million in H2 2024 to A$58.3 million in H1 2025 and then to A$63.5 million in H2 2025. Basic EPS shifted from A$0.028 in H2 2024 to an EPS loss of A$0.156 in H1 2025 before returning to a positive A$0.021 in H2 2025. This...
ASX:DDR
ASX:DDRElectronic

Dicker Data (ASX:DDR) Margin Squeeze Tests Bullish AI And Cybersecurity Growth Narrative

Dicker Data (ASX:DDR) has put fresh numbers on the table for FY 2025, with first half revenue of A$1.2b and basic EPS of A$0.22, backed by trailing 12 month revenue of A$2.6b and EPS of A$0.47 that frame the latest result in a broader earnings run rate. The company has seen revenue move from A$1.08b in 1H FY 2024 to A$1.20b in 1H FY 2025, while EPS stepped from A$0.20 to A$0.22 over the same period. This sets up a picture where solid top line scale is meeting tighter net margins and puts the...
ASX:QOR
ASX:QORSoftware

Qoria H2 2025 Revenue Growth Tests Bullish Narratives Against Persistent A$24.5m Loss

Qoria (ASX:QOR) has posted its H1 2026 scorecard with recent half year numbers that show total revenue of A$62.3 million in H2 2025 and basic EPS of A$0.0186 loss, while trailing twelve month figures sit at A$131.4 million of revenue and basic EPS of A$0.0358 loss. The company has seen revenue move from A$51.2 million in H2 2024 to A$55.6 million in H1 2025 and then A$62.3 million in H2 2025, with basic EPS losses of A$0.0191, A$0.0091 and A$0.0186 across those periods. The latest release...
ASX:HLO
ASX:HLOHospitality

Helloworld Travel H1 2026 Strong 24.7% Net Margin Tests Bearish Earnings Narratives

Helloworld Travel (ASX:HLO) has released its H1 2026 numbers, with investors focused on how the latest figures stack up against a period of rapid earnings expansion. H1 2025 basic EPS came in at A$0.19 on revenue of A$108.6 million and net income of A$31.1 million. The company has seen revenue hold essentially steady, moving from A$108.2 million in H1 2024 to A$108.6 million in H1 2025, while basic EPS increased from A$0.10 to A$0.19 and net income rose from A$16.0 million to A$31.1 million...
ASX:STX
ASX:STXOil and Gas

Strike Energy’s Widening A$154 Million Loss Tests Bullish Profitability Narratives

Strike Energy (ASX:STX) has reported its H1 2026 results with trailing twelve month revenue of A$72.9 million and a net loss of A$154.1 million, translating to basic EPS of A$0.049. Over recent halves the company has seen revenue move from A$37.5 million in H2 2024 to A$35.8 million in H1 2025 and A$36.9 million in H2 2025, while basic EPS shifted from A$0.0008 to A$0.0054 and then A$0.049 as losses widened. For investors, one key question is how any forecast revenue and earnings growth could...
ASX:SIQ
ASX:SIQProfessional Services

Smartgroup (ASX:SIQ) Margin Stability Near 24% Tests Bullish Efficiency Narratives

Smartgroup FY 2025 Results: Headline Numbers and What They Mean Smartgroup (ASX:SIQ) has put fresh numbers on the table for FY 2025, with first half revenue of A$159.1 million and basic EPS of A$0.29, setting the tone for how the full year might shape up. The company has seen revenue move from A$148.5 million in 1H FY 2024 to A$157.4 million in 2H FY 2024 and then to A$159.1 million in 1H FY 2025. Basic EPS stepped from A$0.26 in 1H FY 2024 to A$0.32 in 2H FY 2024 before landing at A$0.29 in...
ASX:BC8
ASX:BC8Metals and Mining

Black Cat Syndicate H1 2026 Loss Tests Bullish Narrative Around Recent Profitability Turnaround

Black Cat Syndicate (ASX:BC8) H1 2026 Earnings Snapshot Black Cat Syndicate (ASX:BC8) has put fresh numbers on the board for H1 2026, with the latest half-year showing total revenue of A$37.1 million and a net loss of A$16.2 million, equal to basic EPS of A$0.0249 loss, while the trailing twelve months are reported at A$208.4 million of revenue, net income of A$18.3 million and basic EPS of A$0.0266. The company has seen revenue move from A$3.9 million in H2 2024 to A$1.2 million in H1 2025...
ASX:CWY
ASX:CWYCommercial Services

A Look At Cleanaway Waste Management (ASX:CWY) Valuation After Its Latest Half Year Earnings And Dividend Update

What Cleanaway’s latest earnings and dividend update tells you Cleanaway Waste Management (ASX:CWY) has put fresh numbers on the table, with its half year to 31 December 2025 showing higher sales, lower net income, and a new fully franked dividend declaration. For the period, Cleanaway reported sales of A$2,205.8 million compared with A$1,940.2 million a year earlier, while net income came in at A$37.3 million versus A$73.3 million previously, shaping a mixed profit picture. Basic and diluted...
ASX:SYL
ASX:SYLConstruction

Is Symal Group’s (ASX:SYL) New Dividend and Earnings Lift Reframing Its Capital Allocation Story?

Symal Group Limited has reported its half-year 2025 results, with revenue of A$504.2 million, net income of A$19.29 million, and declared an ordinary dividend of A$0.033 per share payable on April 2, 2026, following an ex-dividend date of March 5 and record date of March 6. Alongside higher sales and earnings per share, the company highlighted an expanding presence in renewable energy, technology infrastructure, and defense, supported by recent acquisitions and a sizeable contract pipeline...
ASX:ALL
ASX:ALLHospitality

Assessing Aristocrat Leisure’s Valuation As Buy-Backs AI Investment And Portfolio Changes Shape Its Next Phase

Why Aristocrat Leisure’s latest moves are in focus Aristocrat Leisure (ASX:ALL) has drawn fresh attention after continuing its on market share buy back, while also reshaping its Interactive footprint and placing greater emphasis on AI supported game development. See our latest analysis for Aristocrat Leisure. Those portfolio changes and the ongoing buy back come at a time when Aristocrat Leisure’s A$47.11 share price is sitting well below recent peaks, with a 30 day share price return of...
ASX:SEK
ASX:SEKInteractive Media and Services

Does SEEK’s Swing To Loss With Higher Dividend Recast The Bull Case For ASX:SEK?

In February 2026, SEEK Limited reported half-year results for the six months to 31 December 2025, with sales of A$646.6 million versus A$536.2 million a year earlier, but a net loss of A$249.9 million compared with prior net income, and announced an ordinary dividend of A$0.27 per share payable on 1 April 2026. The combination of solid revenue growth, a swing to a basic loss per share of A$0.70, and a higher dividend raises questions about how SEEK is balancing reinvestment, profitability,...
ASX:PXA
ASX:PXAReal Estate

PEXA’s Cut to 2026 Revenue Guidance Could Be A Game Changer For PEXA Group (ASX:PXA)

In February 2026, PEXA Group Limited lowered its fiscal 2026 group revenue guidance to a range of A$395 million to A$415 million, down from its prior A$405 million to A$430 million outlook. This guidance revision highlights that management now expects softer top-line performance than previously indicated, which may prompt investors to reassess growth, cost discipline, and execution risks across both its core Australian platform and newer international initiatives. We’ll now examine how...
ASX:JDO
ASX:JDOBanks

Judo Capital Holdings (ASX:JDO) Is Down 6.3% After Earnings Beat - Has The Bull Case Changed?

Judo Capital Holdings Limited has reported its half-year results for the period ended December 31, 2025, with net interest income rising to A$235.5 million and net profit reaching A$59.9 million, both higher than the prior corresponding period. The uplift in both basic and diluted earnings per share from continuing operations suggests improving profitability as the bank scales its SME-focused lending model. We will now examine how this earnings uplift, particularly the increase in net...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation Check As AI Ambitions And U.S. Expansion Draw Investor Attention

Xero stock: AI focus and U.S. expansion draw attention after tech volatility Rising interest in Xero (ASX:XRO) has followed sharp swings in Australian tech stocks, as investors weigh AI related risks, inflation pressures, and tariff headlines against the company’s push into AI tools and U.S. accounting plus payments markets. See our latest analysis for Xero. Despite the recent 8.63% 1 day share price return that pushed Xero to A$82.3, momentum has been cooling, with a 30 day share price...
ASX:DUG
ASX:DUGSoftware

DUG Technology (ASX:DUG) Profit Turnaround Tests Valuation Narratives After Thin H2 Earnings

DUG Technology (ASX:DUG) has kicked off H1 2026 with total revenue of US$33.8 million and basic EPS of US$0.000582, setting the stage after its recent turn into profitability on a trailing 12 month basis. The company has seen revenue move from US$35.5 million in H2 2024 to US$28.7 million in H1 2025 and then to US$33.8 million in H2 2025. EPS shifted from US$0.016669 to an EPS loss of US$0.032826 before settling around breakeven, leaving investors weighing how firmly margins are now...
ASX:RRL
ASX:RRLMetals and Mining

Why Regis Resources (ASX:RRL) Is Up 9.7% After Surging Half-Year Earnings And Higher Dividend

Regis Resources reported past half-year results to 31 December 2025, with gold production of 186,917 ounces, sales of A$1,088.05 million and net income of A$322.75 million, while also declaring a fully franked interim dividend of A$0.15 per share totalling A$114 million. Despite slightly lower gold output than a year earlier, the company generated much higher earnings, lifting basic earnings per share from A$0.117 to A$0.426 and reinforcing its dividend track record of nearly A$700 million...
ASX:SGQ
ASX:SGQMetals and Mining

A Look At St George Mining’s Valuation As Heavy Trading And ETF Buying Lift Interest

Why St George Mining is back on traders’ radar St George Mining (ASX:SGQ) has caught fresh attention after a technical breakout on heavy volume, with ETF-related buying and a pending earnings announcement drawing traders toward this exploration stock. See our latest analysis for St George Mining. Recent trading has turned heads, with a 7 day share price return of 52.38% at a latest share price of A$0.16, adding to a 30 day share price return of 45.45% and a very large 1 year total shareholder...