Australian Trade Distributors Stock News

ASX:CIP
ASX:CIPIndustrial REITs

Centuria Industrial REIT H1 2026 Flat FFO Run Rate Tests Bullish Reversion Narrative

Centuria Industrial REIT (ASX:CIP) has put fresh numbers on the table for H1 2026, with second half 2025 revenue of A$116.7 million, basic EPS of A$0.111 and funds from operations of A$54.3 million framing the latest read on performance. The trust has seen revenue move from A$112.8 million in H2 2024 to A$121.5 million in H1 2025 and A$116.7 million in H2 2025, while basic EPS has shifted from A$0.0566 to A$0.0986 and then A$0.111 over the same periods. This gives investors a clearer view of...
ASX:EOS
ASX:EOSAerospace & Defense

A Look At Electro Optic Systems (ASX:EOS) Valuation After Short Seller Report And Trading Suspension

Electro Optic Systems Holdings (ASX:EOS) is back in focus after a sharp exchange with US short seller Grizzly Research. The dispute triggered a trading suspension and a detailed company rebuttal aimed at addressing contract and acquisition concerns. See our latest analysis for Electro Optic Systems Holdings. The recent short seller report and trading halt come after a volatile stretch, with a 30 day share price return of 33.33% decline and a 90 day share price return of 40.21% gain. The 1...
ASX:JHX
ASX:JHXBasic Materials

James Hardie Industries Q3 Net Margin Compression Tests Bullish Earnings Growth Narrative

James Hardie Industries (ASX:JHX) has posted Q3 2026 revenue of US$1.2 billion with basic EPS of US$0.12, alongside trailing 12 month EPS of US$0.24 and net income of US$119.1 million that reflect a compressed net margin versus the prior year. Over recent quarters, revenue has moved from US$953.3 million in Q3 2025 to US$971.5 million in Q4 2025, then to US$899.9 million in Q1 2026, US$1.3 billion in Q2 2026 and US$1.2 billion in Q3 2026. Basic EPS shifted from US$0.33 to US$0.10, then...
ASX:WEB
ASX:WEBHospitality

Does Webjet (ASX:WEB) Turning a Spanish Tax Audit Into a Non‑Event Reinforce Management Credibility?

In early February 2026, Web Travel Group disclosed that its Spanish subsidiary is undergoing a tax audit covering direct and indirect taxes from 2021 to 2025, prompting management to host an investor call to explain the situation and confirm there is no operational disruption. Management reaffirmed underlying earnings guidance and stressed that the audit is not considered material to the business, highlighting how quickly clear communication can influence confidence when regulatory...
ASX:DXI
ASX:DXIIndustrial REITs

Dexus Industria REIT H1 2026 FFO Of A$57.9m Tests Bullish Income Narrative

Dexus Industria REIT (ASX:DXI) has put out its H1 2026 scorecard with investors watching the core REIT metrics closely, including A$57.9 million in trailing 12 month Funds From Operations and Basic EPS of A$0.14 alongside a reported one off loss of A$19.9 million that still feeds into the latest numbers. The trust has seen total revenue move from A$111.7 million in the prior trailing 12 month period to A$130.1 million most recently, while net income excluding extra items shifted from A$22.6...
ASX:CPU
ASX:CPUProfessional Services

Top ASX Dividend Stocks To Consider In February 2026

As Australian shares continue their upward trajectory amid February's earnings season, investors are keeping a close eye on the market dynamics influenced by significant blue-chip reports and global indices. In this context, dividend stocks remain an attractive option for those seeking steady income, as they can offer stability and potential growth in times of economic fluctuations.
ASX:XRO
ASX:XROSoftware

High Growth Tech Stocks In Australia For February 2026

As Australian shares continue their upward momentum, marking a third consecutive advance in Week 7, investors are keenly focused on February's earnings season, which is poised to influence market dynamics significantly. In this environment of heightened activity and anticipation, identifying high growth tech stocks requires careful consideration of their potential to thrive amidst the current economic indicators and broader market sentiment.
ASX:HLI
ASX:HLIDiversified Financial

Undiscovered Gems in Australia to Watch February 2026

As the Australian market experiences a third consecutive advance, buoyed by positive cues from the Dow Jones and anticipation surrounding February's earnings season, investors are keenly observing how these developments impact small-cap stocks. In this dynamic environment, identifying promising opportunities often involves looking at companies with strong fundamentals and potential for growth amidst broader market shifts.
ASX:TYR
ASX:TYRDiversified Financial

ASX Penny Stocks Spotlight Bravura Solutions And Two Others

In the last week, the Australian market has been flat, but over the past 12 months, it has risen by 4.0%, with earnings forecasted to grow by 12% annually. In light of these conditions, identifying stocks that combine affordability with growth potential is crucial for investors seeking to capitalize on emerging opportunities. Penny stocks may be a somewhat outdated term, yet they continue to represent smaller or newer companies that offer significant upside when backed by strong financials...
ASX:ARF
ASX:ARFSpecialized REITs

Arena REIT H1 2026 Revenue Profile Tests Bullish Valuation Narratives

Arena REIT (ASX:ARF) has released its H1 2026 scorecard, with investors eyeing a recent run of half yearly numbers that show total revenue moving from A$50.82 million in H1 2024 to A$51.63 million in H1 2025 and then A$58.42 million in H2 2025. Over the same periods, basic EPS shifted from A$0.1073 to A$0.0932 and then to A$0.1134. Over the trailing twelve months, revenue in the supplied data reaches A$127.26 million with basic EPS of A$0.3869. This sets up a result in which reported net...
ASX:BVS
ASX:BVSSoftware

Bravura Solutions H1 2026 Margin Drop Tests Earnings Resilience Narrative

Bravura Solutions (ASX:BVS) has put fresh numbers on the board for H1 2026, with revenue of A$187.7 million and basic EPS of A$0.029, while the trailing twelve months show revenue of A$272.0 million and basic EPS of A$0.087. The company has seen revenue move from A$124.7 million in H2 2024 to A$129.9 million in H1 2025 and then to A$187.7 million in H2 2025, with EPS shifting from A$0.023 to A$0.137 and then to A$0.029 over the same periods. This gives investors a clear view of how top line...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy (ASX:AGL) Loss In H1 2026 Keeps Profitability Narrative Under Strain

AGL Energy (ASX:AGL) has released its H1 2026 scorecard, reporting trailing 12 month revenue of about A$14.3 billion and a loss of A$166 million. This translates to basic EPS of A$0.25 loss, setting a cautious tone around profitability. The company’s half year revenue moved from A$7.4 billion in H2 2024 to A$7.1 billion in H1 2025 and A$7.3 billion in H2 2025, while basic EPS shifted from A$0.20 to A$0.14 and then to a A$0.29 loss. The latest figures keep the spotlight firmly on how quickly...
ASX:SGH
ASX:SGHTrade Distributors

SGH (ASX:SGH) Half Year Loss Per Share Tests High P E Growth Narrative

SGH (ASX:SGH) has opened H1 2026 with revenue of A$5.0 billion and a basic EPS loss of A$0.08, while earnings from discontinued operations contributed A$31.9 million and net income excluding extra items came in at a A$32.5 million loss. The company has seen revenue move from A$5.2 billion and basic EPS of A$0.74 in H2 2024 to A$5.6 billion and EPS of A$1.28 in H1 2025, before landing at A$5.0 billion and a small loss per share this half. This sets up a mixed margin story for investors to...
ASX:CBA
ASX:CBABanks

A Look At Commonwealth Bank Of Australia’s Valuation As Half Year Results And Interim Dividend Are Released

Commonwealth Bank of Australia (ASX:CBA) has released half year results along with an estimated fully franked interim dividend of A$2.35 per share, giving investors fresh income and earnings detail after recent interest rate changes. See our latest analysis for Commonwealth Bank of Australia. The earnings announcement and the fully franked A$2.35 interim dividend arrived alongside a sharp 1 day share price return of 6.82%, capping a 30 day share price return of 10.05% and leaving Commonwealth...
ASX:DBI
ASX:DBIInfrastructure

A Look At Dalrymple Bay Infrastructure’s Valuation After Regal Partners’ Exit As A Substantial Holder

Institutional exit reshapes the register Regal Partners and its associates have exited their substantial holding in Dalrymple Bay Infrastructure (ASX:DBI). This move reshapes the company’s institutional investor mix and could influence how its shares trade in the near term. See our latest analysis for Dalrymple Bay Infrastructure. At A$5.09, Dalrymple Bay Infrastructure’s recent 17.55% 90 day share price return sits alongside a 47.44% 1 year total shareholder return and a very large 5 year...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation Check As Tech Volatility Meets AI Investment And U.S. Melio Expansion

The recent swings in Xero (ASX:XRO) have been closely tied to pressure on global tech stocks, as investors reassess the company’s reinvestment in product development, artificial intelligence and its higher risk U.S. expansion via Melio. See our latest analysis for Xero. At A$84.0, Xero’s recent 30 day share price return of 21.94% and 90 day share price return of 34.05% sit alongside a 1 year total shareholder return decline of 54.20%. This suggests that short term momentum has weakened even...
ASX:NEU
ASX:NEUPharmaceuticals

Is Neuren Pharmaceuticals' (ASX:NEU) 5% Buyback Quietly Rewriting Its Capital Allocation Story?

Neuren Pharmaceuticals Limited (ASX:NEU) has announced a share buyback program, authorizing the repurchase and cancellation of up to 6,350,631 shares, or 5% of its 126,639,526 issued shares, with the program running until March 2, 2027. The decision to retire repurchased shares reduces the share count over time, which can increase each remaining investor’s proportional ownership in the company. We’ll now examine how Neuren’s decision to repurchase and cancel up to 5% of its shares may...
ASX:MQG
ASX:MQGCapital Markets

Strong Quarter and Reliability Focus Might Change The Case For Investing In Macquarie Group (ASX:MQG)

Macquarie Group’s recent quarterly earnings report highlighted broad-based strength across its diversified financial services operations, underscoring resilience across multiple business segments. The company’s appearance at the Perform 2026 conference, with its Head of Reliability presenting, also spotlighted Macquarie’s focus on operational robustness and technology-enabled reliability. We’ll now examine how this upbeat earnings performance shapes Macquarie Group’s broader investment...
ASX:CPU
ASX:CPUProfessional Services

Computershare (ASX:CPU) Margin Improvement Reinforces Bullish Earnings Narrative In H1 2026

Computershare (ASX:CPU) H1 2026 results in focus Computershare (ASX:CPU) has put fresh numbers on the table for H1 2026, reporting revenue of US$1.6 billion and basic EPS of US$0.48, with net income excluding extra items at US$280.4 million setting the tone for this earnings season update. The company has seen revenue move from US$1.41 billion in H1 2024 to US$1.52 billion in H1 2025 and US$1.58 billion in H1 2026. Over the same halves, basic EPS went from US$0.38 to US$0.49 to US$0.48...
ASX:CAR
ASX:CARInteractive Media and Services

Why CAR Group (ASX:CAR) Is Up 5.1% After Strong Half-Year Earnings, Higher Dividend And New AI Hub

CAR Group Limited reported past half-year results to 31 December 2025 with revenue of A$625.79 million and net income of A$143.34 million, alongside higher earnings per share. The company also lifted its interim ordinary dividend to A$0.425 per share and highlighted expanding AI initiatives, including a new global AI hub in Brazil, which are supporting operational efficiency and product innovation. We’ll now explore how CAR Group’s stronger earnings and higher dividend, underpinned by...