Australian Transportation Stock News

ASX:SDF
ASX:SDFInsurance

A Look At Steadfast Group’s Valuation As Leadership And Growth Uncertainty Weigh On Sentiment

Heightened leadership uncertainty is front and centre for Steadfast Group (ASX:SDF) after its Managing Director temporarily stepped aside during a workplace investigation, which coincides with softer premium growth guidance and pressure on the share price. See our latest analysis for Steadfast Group. The recent 1 day share price return of a 2.75% decline, extending to a 30 day share price return of a 19.05% decline and a 1 year total shareholder return of a 22.26% decline, suggests momentum...
ASX:ARF
ASX:ARFSpecialized REITs

A Look At Arena REIT (ASX:ARF) Valuation After Strong Half Year Earnings Growth

Arena REIT (ASX:ARF) just released half year results and outlined fresh acquisition plans, putting its earnings profile and capital recycling approach in the spotlight for investors watching social infrastructure real estate. See our latest analysis for Arena REIT. The latest half year earnings update and renewed acquisition push have come alongside a 1 day share price return of 3.17% and a 7 day share price return of 3.47%. The 1 year total shareholder return of a 3.68% decline contrasts...
ASX:REA
ASX:REAInteractive Media and Services

Is REA Group (ASX:REA) Blending AI Ambition And Capital Returns Into A New Core Strategy?

REA Group Limited has launched an AI-powered real estate app for ChatGPT in Australia, enabling users to search property listings directly within the chatbot, while also announcing a new A$200,000,000 share buyback program and an increased fully franked interim dividend of A$1.24 per share for the half year to December 31, 2025. This move highlights how REA Group is pairing capital returns to shareholders with technology-led enhancements to the property search experience, potentially...
ASX:CLW
ASX:CLWREITs

A Look At Charter Hall Long WALE REIT’s Valuation As Earnings And Credit Rating Support Income Stability

Why Charter Hall Long WALE REIT is back in focus Charter Hall Long WALE REIT (ASX:CLW) is attracting fresh attention after reporting 2% growth in operating earnings per security and 3% like for like net property income, alongside 99.9% occupancy and a 9.2 year WALE. Moody’s reaffirmation of its BAA1 investment grade credit rating and A$1.1b of new interest rate hedging for FY26 also highlight how the REIT is managing higher finance costs and gearing pressures. See our latest analysis for...
ASX:TPW
ASX:TPWSpecialty Retail

A Look At Temple & Webster Group (ASX:TPW) Valuation After Half Year Sales Growth And Lower Net Income

What Temple & Webster’s latest half year numbers show Temple & Webster Group (ASX:TPW) has caught investor attention after releasing half year results to 31 December 2025, with higher sales reported alongside lower net income and earnings per share. The company reported sales of A$375.86 million for the period, compared with A$313.71 million a year earlier. Net income was A$5.76 million, compared with A$8.98 million, with basic EPS at A$0.0481 and diluted EPS at A$0.0457. See our latest...
ASX:BWP
ASX:BWPRetail REITs

BWP Trust (ASX:BWP) Earnings Narrative Tested By A$195.7m One Off Gain

BWP Trust (ASX:BWP) has put fresh numbers on the table for H1 2026, with revenue for the period framed by recent halves of A$102.7 million in H2 2025 and A$100.6 million in H1 2025, alongside basic EPS of A$0.152 and A$0.220 respectively. Over the trailing twelve months to H1 2026, investors have seen revenue move from A$192.7 million to A$206.3 million and basic EPS shift from A$0.408 to A$0.466. This sets the backdrop for a set of results where reported earnings strength sits beside...
ASX:JHX
ASX:JHXBasic Materials

James Hardie Industries (ASX:JHX) Valuation After Earnings Beat Guidance Upgrade And AZEK Synergy Progress

James Hardie Industries (ASX:JHX) is back in focus after third quarter earnings and sales came in ahead of analyst expectations. Management also lifted full year guidance and reported faster than expected progress on the AZEK integration. See our latest analysis for James Hardie Industries. At a share price of A$36.54, James Hardie has seen a 12.6% 7 day share price return and a 41.7% 90 day share price return, even though the 1 year total shareholder return is a 29% decline. This suggests...
ASX:GQG
ASX:GQGCapital Markets

GQG Partners (ASX:GQG) High 57.3% Margin Challenges Bearish Profitability Narratives

GQG Partners FY 2025 earnings snapshot GQG Partners (ASX:GQG) has posted its FY 2025 first half result with total revenue of US$403 million and basic EPS of US$0.078, alongside net income of US$227 million that builds on 9% earnings growth over the last year and a net profit margin of 57.3% on a trailing basis. Over recent periods, trailing twelve month revenue has moved from US$760.4 million in FY 2024 H2 to US$808.3 million in FY 2025 H2, with EPS on the same basis moving from US$0.146 to...
ASX:WTC
ASX:WTCSoftware

WiseTech Global (ASX:WTC) Valuation After Sharp Selloff On AI Disruption Concerns And Margin Guidance Jitters

Why WiseTech Global is suddenly on every watchlist WiseTech Global (ASX:WTC) has dropped sharply, with the share price fall outpacing the broader tech selloff as investors react to AI disruption fears, softer margin guidance, and recent acquisition risks. See our latest analysis for WiseTech Global. The sharp 1 day share price return of 10.41% and 30 day share price return of 36.79% have pulled WiseTech Global to A$42.62. The 1 year total shareholder return of 65.56% contrasts with a still...
ASX:IAG
ASX:IAGInsurance

A Look At Insurance Australia Group (ASX:IAG) Valuation After Profit Slump And New A$200 Million Buyback

Insurance Australia Group (ASX:IAG) has put investors on alert after reporting a sharp fall in half year profit tied to severe weather claims and RACQ Insurance integration costs, while holding its dividend and profit guidance steady. See our latest analysis for Insurance Australia Group. The latest results and A$200 million buyback announcement come after a weaker stretch for the share price. The 7 day share price return is 11.13% and the 90 day share price return is 11.92% at a last close...
ASX:HDN
ASX:HDNRetail REITs

Assessing HomeCo Daily Needs REIT’s Valuation After Strong Half Year Results And Reaffirmed FY26 Guidance

HomeCo Daily Needs REIT (ASX:HDN) just released half year results to 31 December 2025, reporting higher sales, a very large jump in net income, solid funds from operations growth and reaffirmed FY26 guidance. See our latest analysis for HomeCo Daily Needs REIT. At a latest share price of A$1.31, HomeCo Daily Needs REIT has a 1 year total shareholder return of 17.55% and a 5 year total shareholder return of 42.43%. Its 30 day share price return of 4.03% and year to date share price return of...