Australian Specialty Stores Stock News

ASX:ARB
ASX:ARBAuto Components

ARB (ASX:ARB) Margin Compression In H1 2026 Challenges Bullish Earnings Recovery Narrative

ARB (ASX:ARB) has put its H1 2026 numbers on the table, with revenue of A$367.4 million and basic EPS of A$0.56. This frames the results against a trailing 12 month picture that shows A$729.6 million of revenue and EPS of A$1.07. The company has reported revenue of A$354.3 million in H2 2024, A$366.7 million in H1 2025 and A$367.4 million in H2 2025. Basic EPS across those same periods was A$0.63, A$0.62 and A$0.56 respectively, giving investors a clear view of how sales and earnings power...
ASX:WAT
ASX:WATLeisure

Waterco Margin Compression Challenges Bullish Narratives Despite High Quality Trailing Earnings

Waterco (ASX:WAT) opened H1 2026 with A$120.2 million in revenue and basic EPS of A$0.105, alongside trailing 12 month revenue of A$253.4 million and EPS of A$0.297. The company has seen revenue move from A$126.0 million and EPS of A$0.197 in H2 2024, to A$134.7 million and EPS of A$0.167 in H1 2025, then to A$120.2 million and EPS of A$0.105 in H2 2025. This sets up the latest result against a backdrop of net profit margins that have eased over the past year. See our full analysis for...
ASX:KLS
ASX:KLSTransportation

Kelsian Group H1 2026 Earnings Thin 2.9% Margin Tests Bullish Stability Narrative

Kelsian Group (ASX:KLS) has kicked off H1 2026 with investors focused on how its recent revenue base around A$1.1b per half and improving EPS profile set the tone for the new fiscal year, against a backdrop of only modest growth forecasts and a trailing net margin of 2.9%. The company has seen revenue move from A$1,046.7 million in H2 2024 to A$1,080.2 million in H1 2025 and A$1,144.2 million in H2 2025. Over the same periods, basic EPS shifted from A$0.106 to A$0.074 and then A$0.127. This...
ASX:CRN
ASX:CRNMetals and Mining

Coronado Global Resources (ASX:CRN) Q4 Loss Deepens Despite Strongest Quarterly Revenue, Testing Bullish Hopes

Coronado Global Resources (ASX:CRN) has reported FY 2025 results with fourth quarter revenue of US$550.5 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of about US$1.95 billion and a TTM basic EPS loss of US$0.26. Over recent periods, the company has seen quarterly revenue range from US$449.2 million to US$550.5 million while basic EPS has stayed in loss-making territory between US$0.04 and US$0.09 per share. With earnings still in the red and margins under...
ASX:DBI
ASX:DBIInfrastructure

Margin Compression To 3.4% At Dalrymple Bay Infrastructure ASX DBI Challenges Bullish Narratives

Dalrymple Bay Infrastructure FY 2025 earnings snapshot Dalrymple Bay Infrastructure (ASX:DBI) has released its FY 2025 first half numbers, reporting revenue of A$395.4 million and basic EPS of A$0.087, with trailing twelve month revenue of A$795.7 million and EPS of A$0.178. The company reported revenue of A$366.3 million in the first half of FY 2024, A$400.0 million in the second half, and A$395.4 million in the latest half. Basic EPS was A$0.074 in the first half of FY 2024, A$0.0966 in the...
ASX:AIS
ASX:AISMetals and Mining

Aeris Resources (ASX:AIS) Margin Expansion Reinforces Bullish Narratives In H1 2026 Earnings

Aeris Resources (ASX:AIS) has reported a cleaner set of numbers for H1 2026, supported by trailing 12 month revenue of A$590.6 million and basic EPS of A$0.06. This follows H2 2025 figures that showed revenue of A$284.3 million and basic EPS of A$0.02. The company’s revenue moved from A$253.7 million and basic EPS of A$0.01 in H2 2024 to A$292.7 million and basic EPS of A$0.03 in H1 2025, before coming in at A$284.3 million and basic EPS of A$0.02 in H2 2025, while trailing 12 month net...
ASX:IDX
ASX:IDXHealthcare

Integral Diagnostics H1 2026 Thin 1.8% Net Margin Tests Bullish Growth Narratives

Integral Diagnostics (ASX:IDX) has taken a step forward in H1 2026, with trailing twelve month revenue of A$767.9 million and basic EPS of A$0.038. H2 2025 on its own delivered revenue of A$374.3 million and basic EPS of A$0.0139. The company has seen revenue move from A$238.4 million in H2 2024 to A$252.9 million in H1 2025 and then to A$374.3 million in H2 2025. Net income shifted from A$6.1 million to a A$0.4 million loss and then to A$5.1 million over those same periods, setting up a...
ASX:NWH
ASX:NWHConstruction

Assessing NRW Holdings (ASX:NWH) Valuation After Strong Earnings Upgrade And Higher Fully Franked Dividend

NRW Holdings earnings and dividend move into focus NRW Holdings (ASX:NWH) has drawn fresh attention after releasing half year 2026 results, updating full year revenue guidance to a A$4.1b to A$4.2b range, and declaring a fully franked A$0.085 dividend. See our latest analysis for NRW Holdings. These results and the upgraded revenue guidance have coincided with strong momentum, with a 19.26% 1 month share price return, a 26.27% year to date share price return and a 1 year total shareholder...
ASX:DGT
ASX:DGTSpecialized REITs

A Look At DigiCo Infrastructure REIT (ASX:DGT) Valuation After Its Half Year 2025 Earnings Release

Half year earnings put DigiCo Infrastructure REIT (ASX:DGT) in focus DigiCo Infrastructure REIT (ASX:DGT) has drawn fresh attention after releasing half year results to 31 December 2025, reporting A$90.8 million in sales and net income of A$37.9 million. Basic earnings per share from continuing operations came in at A$0.0688, with diluted EPS at A$0.0687. These figures give investors a concrete starting point for assessing the current share price. See our latest analysis for DigiCo...
ASX:RPL
ASX:RPLCapital Markets

Regal Partners (ASX:RPL) Margin Strength Sparks Debate On Sustainability Of Bullish Earnings Narrative

Regal Partners (ASX:RPL) has just posted its FY 2025 first half numbers, with revenue of A$128.7 million and basic EPS of A$0.08 setting the tone for the latest update. The company has seen revenue move from A$116.7 million in 2H FY 2024 to A$128.7 million in 1H FY 2025, while basic EPS shifted from A$0.05 to A$0.08 over the same halves, and on a trailing twelve month basis EPS sits at A$0.37 on revenue of A$377.4 million. With trailing net profit margins now higher than a year ago and...
ASX:EMR
ASX:EMRMetals and Mining

Emerald Resources H1 2026 Flat EPS Growth Tests Bullish Earnings Momentum Narrative

Emerald Resources (ASX:EMR) has released its H1 2026 scorecard, with investors examining how the latest half compares with a recent run that included H2 2025 revenue of A$198.1 million and basic EPS of A$0.042, as well as H1 2025 revenue of A$240.0 million and basic EPS of A$0.0909. Over the trailing twelve months, the company has reported revenue moving from A$434.4 million to A$455.2 million and basic EPS shifting from A$0.1559 to A$0.1534, providing a fuller picture of how the current...
ASX:CCV
ASX:CCVConsumer Finance

Cash Converters International H1 2026 Margin Improvement Reinforces Bullish Profitability Narrative

Cash Converters International H1 2026 Earnings Snapshot Cash Converters International (ASX:CCV) has released its H1 2026 results, reporting total revenue of A$182.8 million and basic EPS of A$0.0199. These figures are being assessed in the context of the current A$0.33 share price. The company’s revenue has moved from A$179.9 million in H2 2024 to A$181.0 million in H1 2025 and A$182.8 million in H2 2025. Over the same period, basic EPS has shifted from A$0.0119 to A$0.0193 and then to...
ASX:CDP
ASX:CDPRetail REITs

Carindale Property Trust (ASX:CDP) One Off A$20.8m Gain Reshapes Earnings Narratives

Carindale Property Trust (ASX:CDP) H1 2026 Earnings In Focus Carindale Property Trust (ASX:CDP) has reported another solid set of REIT-style numbers, with H2 2025 Funds From Operations of A$15.1 million, net income of A$20.1 million and total revenue of A$31.3 million. This feeds into trailing 12 month revenue of A$63.6 million and net income of A$50.3 million. Over recent halves, the trust has seen revenue move from A$29.1 million in H2 2024 to A$30.2 million in H1 2025 and then A$31.3...
ASX:AUB
ASX:AUBInsurance

AUB Group (ASX:AUB) Net Margin At 15.4% Tests Bearish Profitability Narratives

AUB Group (ASX:AUB) has put solid numbers on the table for H1 2026, with total revenue of A$625.1 million and basic EPS of A$1.32, alongside trailing 12 month revenue of A$1.2 billion and EPS of A$1.62 framing the latest run rate. Over recent periods the group has seen revenue move from A$545.2 million in H1 2024 to A$547.7 million in H1 2025 and then to A$625.1 million in H2 2025, while basic EPS shifted from A$0.77 to A$0.23 and then A$1.32. This sets up a results season where investors are...
ASX:WBC
ASX:WBCBanks

How Inflation‑Linked Margins and New Floating‑Rate Debt Could Reframe Westpac (ASX:WBC)’s Earnings Story

In February 2026, Westpac Banking Corporation held its Q1 2026 earnings call and confirmed details for a US$20,000,000 floating‑rate note maturing in February 2029, while investors focused on upcoming inflation data and interest rate implications for its net interest margins. What stands out is how sector-wide optimism about economic conditions and credit demand has converged with expectations for resilient loan growth, strengthening the market’s focus on Westpac’s interest‑rate sensitivity...
ASX:SRG
ASX:SRGConstruction

Assessing SRG Global (ASX:SRG) Valuation After Strong Half Year Results And Board Refresh

SRG Global (ASX:SRG) has drawn investor attention after releasing half year results to 31 December 2025, reporting higher sales and net income, a larger interim fully franked dividend, and a refreshed board with new non executive directors. See our latest analysis for SRG Global. At a share price of A$2.85, SRG Global’s recent earnings, dividend increase and board renewal come after a softer 30 day share price return of 5% and a relatively flat 90 day move. Its 1 year total shareholder return...
ASX:WES
ASX:WESMultiline Retail

Is It Time To Reconsider Wesfarmers (ASX:WES) After The Recent Share Price Pullback?

If you are wondering whether Wesfarmers at around A$81.09 is offering fair value or asking too much, this article walks through what the current price might be telling you. The share price has pulled back with an 8.9% decline over the last 7 days and is slightly lower over 30 days and year to date. It still sits on a 13.9% 1 year return and 86.5% and 97.0% over 3 and 5 years respectively. Recent attention on Wesfarmers has focused on its position as a major Australian conglomerate with...
ASX:FFM
ASX:FFMMetals and Mining

FireFly Metals Half Year Loss Narrows What The A$1.94 Share Price Says About Valuation Now

FireFly Metals (ASX:FFM) has drawn fresh attention after releasing half year results to December 31, 2025. The company reported a narrower net loss alongside a smaller basic loss per share. See our latest analysis for FireFly Metals. FireFly Metals’ A$1.94 share price comes after a 1-day share price return of 1.84% and 7-day share price return of 8.68%, alongside a 1-year total shareholder return of 105.29% that signals strong momentum despite some recent shorter term volatility. If this kind...
ASX:ING
ASX:INGFood

Inghams Group (ASX:ING) Is Down 13.3% After Margin Squeeze And Lower Dividend Payout Ratio

Inghams Group Limited has released its half-year results to 27 December 2025, reporting sales of A$1,610.3 million, net income of A$18.1 million and basic earnings per share of A$0.049, alongside declaring a A$0.040 dividend per share payable on 2 April 2026 to shareholders on the 13 March 2026 record date. The sharp reduction in profit compared with the prior year, despite broadly steady sales, highlights pressure on Inghams’ margins at a time when it is still returning cash to shareholders...
ASX:REH
ASX:REHTrade Distributors

Reece H1 2026 Margin Compression Tests Bullish Premium P/E Narrative

Reece (ASX:REH) has released its H1 2026 numbers, posting A$4.6b in revenue and basic EPS of A$0.23, with trailing 12 month EPS at A$0.44 as the market focuses on how earnings are tracking into the new financial year. The company has seen revenue move from A$4.4b in H1 2025 to A$4.6b in H1 2026, while basic EPS shifted from A$0.28 to A$0.23 over the same halves. This sets up a results season where the key question is how much earnings power Reece can convert into sustainable margins from...
ASX:IPG
ASX:IPGTrade Distributors

IPD Group (ASX:IPG) Margin Slippage Tests Bullish Earnings Growth Narrative

IPD Group (ASX:IPG) has put out its H1 2026 scorecard, with revenue of A$192.7 million and basic EPS of A$0.135. Trailing twelve month figures sit at A$370.4 million of revenue and EPS of A$0.259. The company has seen revenue move from A$176.9 million in H1 2025 to A$192.7 million in H1 2026, with basic EPS stepping from A$0.129 to A$0.135 over the same halves. This sets up a story where modest earnings growth meets a trailing net profit margin that has softened slightly. For investors, the...
ASX:EOS
ASX:EOSAerospace & Defense

Electro Optic Systems Holdings (ASX:EOS) Loss Worsening Challenges Bullish Turnaround Narratives

Electro Optic Systems Holdings (ASX:EOS) has reported FY 2025 first half results with revenue of A$44.07 million and a basic EPS loss of A$0.243, alongside earnings from discontinued operations of A$90.979 million. The company has seen first half revenue move from A$74.298 million in 2023 to A$105.521 million in 2024, before landing at A$44.07 million in 2025. Over those same periods, basic EPS went from a loss of A$0.200 to a loss of A$0.063 and then to a loss of A$0.243. This context may...
ASX:PRU
ASX:PRUMetals and Mining

Assessing Perseus Mining’s Valuation After Nyanzaga Reserve Upgrade And Extended Mine Life

Perseus Mining (ASX:PRU) has put its Nyanzaga Gold Project in Tanzania back in the spotlight after reporting a 73% increase in Ore Reserves to 4.0 million ounces and extending the projected mine life to 16 years. See our latest analysis for Perseus Mining. That Nyanzaga reserve upgrade and Perseus Mining’s recent dividend declaration come against a backdrop where the A$5.88 share price has delivered a 30 day share price return of 7.4% decline, but a 1 year total shareholder return of 98.65%...
ASX:EVN
ASX:EVNMetals and Mining

Assessing Evolution Mining’s Valuation After Record Profit Dividend Hike And Chair’s A$51m Share Sale

Evolution Mining (ASX:EVN) is back in focus after reporting record half year profit, declaring a fully franked A$0.20 interim dividend, and seeing chair Jacob Klein sell 3.25 million shares worth about A$51 million. See our latest analysis for Evolution Mining. At a share price of A$15.71, Evolution Mining has seen momentum build, with a 90 day share price return of 34.85% and a 1 year total shareholder return of 155.06%. This points to strong recent interest following its record half year...