ASX:JHX
ASX:JHXBasic Materials

James Hardie (ASX:JHX) Is Down 33.1% After Sharp Q1 Earnings Miss Are Profits at Risk?

James Hardie Industries plc reported first quarter earnings for the period ended June 30, 2025, showing sales of US$899.9 million and net income of US$62.6 million, both down from the previous year. This marked a significant year-on-year decrease in earnings, as both basic and diluted earnings per share fell to US$0.15 compared to US$0.36 a year earlier. Given the pronounced decline in both revenue and net income, we'll examine how this impacts James Hardie's medium-term investment...
ASX:WHC
ASX:WHCOil and Gas

Whitehaven Coal (ASX:WHC) Is Down 5.8% After Strong Production Growth and Updated Guidance - What's Changed

Whitehaven Coal recently released its full-year results, reporting revenue of A$5.83 billion and net income of A$649 million for the year ended June 30, 2025, alongside a revised production guidance and updates on its shareholder return program. An important insight is the company's significant year-on-year increase in ROM coal production, rising from 20.54 million tonnes to 34.06 million tonnes, highlighting the impact of operational scaling and recent acquisitions. We'll now examine how...
ASX:BSL
ASX:BSLMetals and Mining

What BlueScope Steel (ASX:BSL)'s Profit Slump and Dividend Payout Mean for Shareholders

BlueScope Steel announced its full-year earnings for the period ended June 30, 2025, reporting sales of A$16.29 billion and net income of A$83.8 million, alongside declaring a final dividend of A$0.30 per share payable in October 2025. Net income and earnings per share saw a very large decrease compared to the previous year, reflecting significant pressures on company profitability during the period. We’ll explore how BlueScope Steel’s sharp drop in annual profit shapes the company’s...
ASX:JBH
ASX:JBHSpecialty Retail

Strong Cash Flow and Higher Dividend Payout Might Change the Case for Investing in JB Hi-Fi (ASX:JBH)

JB Hi-Fi Limited recently announced full-year results for June 2025 with sales reaching A$10.55 billion and net income rising to A$462.4 million, alongside a special dividend of A$1.00 per share and an increase in its dividend payout ratio for the next fiscal year. An important insight is that the company's free cash flow outpaced its statutory profit, pointing to robust underlying earnings and strong cash generation. We'll examine how the higher dividend payout guidance and cash flow...
ASX:BRG
ASX:BRGConsumer Durables

The Bull Case For Breville Group (ASX:BRG) Could Change Following Dividend Hike and Strong Earnings Update

On August 19, 2025, Breville Group announced a fully franked interim dividend of A$0.19 per security for the six months ended June 30, 2025, alongside its full-year financial results showing sales rose to A$1.70 billion and net income reached A$135.85 million. As part of its recent update, Breville Group highlighted both strong earnings growth and ongoing strategic steps to offset input cost pressures, including manufacturing diversification and geographic expansion. We'll now explore how...
ASX:GPT
ASX:GPTREITs

Assessing GPT Group (ASX:GPT) Valuation After Strong Half-Year Earnings Recovery and Share Price Rally

GPT Group (ASX:GPT) just released its half-year earnings, and there is a lot for investors to consider. The headline figure is clear enough, with revenue rising sharply and net income shifting from a loss last year to a solid profit. That kind of turnaround, along with stronger earnings per share, has energized the market and prompted questions about whether this real estate heavyweight is entering a new phase. This is not simply a one-off increase. GPT Group’s share price has climbed nearly...
ASX:BRG
ASX:BRGConsumer Durables

Breville Group (ASX:BRG) Valuation Spotlight Following Strong FY2025 Results and Tariff Strategy

If you’ve been following Breville Group (ASX:BRG), this week’s full-year earnings update probably caught your attention. The company’s latest results show meaningful steps forward, with revenue and net income both up strongly from last year. Alongside the upbeat financials, management highlighted new strategies to handle looming U.S. tariffs by ramping up sourcing from different locations and adjusting pricing, while also introducing a larger dividend. For many investors, this blend of growth...
ASX:MP1
ASX:MP1IT

Megaport (ASX:MP1) Valuation in Focus After Full-Year Earnings and Fresh 2026 Revenue Targets

Megaport (ASX:MP1) has sparked fresh debate among investors after releasing its full-year results and unveiling new guidance for 2026. The company posted higher revenues for 2025, up to AUD 227 million from AUD 195 million last year, but swung from a profit to a small net loss. Alongside these numbers, management set its sights even higher for next year, projecting revenues in the AUD 260 million to AUD 270 million range. This is a signal the market could interpret as either confidence or an...
ASX:ILU
ASX:ILUMetals and Mining

Is Iluka Resources Set for More Growth After 56% Price Surge in Early 2025?

If you are looking at Iluka Resources and wondering if now is the time to buy, hold, or sit back for a bit, you are not alone. The company has been on quite a ride recently, giving investors plenty to talk about. Over the past month, the stock has climbed by over 12%. If you zoom out to the last quarter, it is up by a striking 56%. That kind of run can turn heads and spark new confidence in the company’s outlook. Even for those with a longer focus, Iluka has delivered a solid 19% return in...
ASX:NAB
ASX:NABBanks

Is NAB’s (ASX:NAB) Expanding Scam Prevention Effort the Key to Sustaining Investor Confidence?

National Australia Bank (NAB) recently called on mortgage brokers and small business owners to boost vigilance against increasingly sophisticated scams, offering a free online session as part of Scams Awareness Week and reporting that its interventions helped prevent over A$170 million in potential losses over the past year. This increased focus on scam prevention comes alongside news that NAB’s euro covered bonds have tightened in the secondary market, signaling renewed investor interest in...
ASX:TPG
ASX:TPGTelecom

Did the iiNet Cyberattack Just Shift TPG Telecom's (ASX:TPG) Investment Narrative?

TPG Telecom recently confirmed a cyberattack at its subsidiary iiNet, resulting in the unauthorized copying of approximately 280,000 active customer email addresses and the launch of a direct response to support affected users. This incident has highlighted renewed scrutiny of TPG's data security practices and potential reputational impacts, alongside broader questions about risk controls in Australia's telecommunications sector. To assess the impact on TPG's investment case, we'll consider...