Johns Lyng Group Past Earnings Performance

Past criteria checks 4/6

Johns Lyng Group has been growing earnings at an average annual rate of 30.5%, while the Construction industry saw earnings growing at 21% annually. Revenues have been growing at an average rate of 30.3% per year. Johns Lyng Group's return on equity is 13%, and it has net margins of 3.6%.

Key information

30.5%

Earnings growth rate

26.0%

EPS growth rate

Construction Industry Growth	15.2%
Revenue growth rate	30.3%
Return on equity	13.0%
Net Margin	3.6%
Last Earnings Update	31 Dec 2023

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Johns Lyng Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

CHIA:JLG Revenue, expenses and earnings (AUD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	1,256	45	168
30 Sep 23	1,269	46	162
30 Jun 23	1,281	47	155
31 Mar 23	1,220	43	149
31 Dec 22	1,159	38	142
30 Sep 22	1,027	32	127
30 Jun 22	895	25	112
31 Mar 22	778	23	96
31 Dec 21	662	21	80
30 Sep 21	615	20	74
30 Jun 21	568	19	68
31 Mar 21	554	18	65
31 Dec 20	539	18	62
30 Sep 20	517	17	61
30 Jun 20	495	16	60
31 Mar 20	456	15	56
31 Dec 19	416	13	53
30 Sep 19	376	13	49
30 Jun 19	335	13	45
31 Mar 19	315	12	42
31 Dec 18	295	12	40
30 Sep 18	293	11	38
30 Jun 18	290	11	36
31 Mar 18	284	12	35
31 Dec 17	278	13	34
30 Sep 17	264	12	33
30 Jun 17	250	10	32
30 Jun 16	242	13	31
30 Jun 15	228	3	38
30 Jun 14	207	4	37

Quality Earnings: JLG has high quality earnings.

Growing Profit Margin: JLG's current net profit margins (3.6%) are higher than last year (3.3%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: JLG's earnings have grown significantly by 30.5% per year over the past 5 years.

Accelerating Growth: JLG's earnings growth over the past year (17.2%) is below its 5-year average (30.5% per year).

Earnings vs Industry: JLG earnings growth over the past year (17.2%) exceeded the Construction industry 17.2%.

Johns Lyng Group Past Earnings Performance

Past criteria checks 4/6

Key information

Recent past performance updates

First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.097 in 1H 2023)

Johns Lyng Group Limited to Report First Half, 2024 Results on Feb 27, 2024

Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.10 in FY 2022)

Johns Lyng Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023

First half 2023 earnings released: EPS: AU$0.097 (vs AU$0.052 in 1H 2022)

Full year 2022 earnings released: EPS: AU$0.10 (vs AU$0.083 in FY 2021)

Recent updates

Now 20% undervalued after recent price drop

Board Member recently sold AU$618k worth of stock

Now 20% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 16%

Now 21% undervalued

First half dividend of AU$0.047 announced

First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.097 in 1H 2023)

Johns Lyng Group Limited to Report First Half, 2024 Results on Feb 27, 2024

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.10 in FY 2022)

Johns Lyng Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended June 30, 2023, Payment Date of September 18, 2023

Johns Lyng Group Limited, Annual General Meeting, Nov 23, 2023

Johns Lyng Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023

New minor risk - Shareholder dilution

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 64.375 million.

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire 70% stake in Link Fire Holdings Pty Ltd for AUD 11.7 million.

Non-Executive Director recently sold AU$675k worth of stock

First half 2023 earnings released: EPS: AU$0.097 (vs AU$0.052 in 1H 2022)

Johns Lyng Group Limited Announces Board Changes

An unknown buyer acquired a 1.54% stake in Johns Lyng Group Limited (ASX:JLG) from Lindsay Barber.

Johns Lyng Group Limited Provides Sales Guidance for the Fiscal Year 2023

Johns Lyng Group Limited acquired 60% stake in A1 Estimates Pty Ltd for AUD 2.34 million.

Less than half of directors are independent

Johns Lyng Group Limited, Annual General Meeting, Nov 17, 2022

MD, CEO & Executive Director recently sold AU$25m worth of stock

Johns Lyng Group Limited Re-Confirms Earnings Guidance for the Fiscal Year 2023

Johns Lyng Group Limited Provides Financial Guidance for Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.10 (vs AU$0.083 in FY 2021)

Johns Lyng Group Limited Declares a Fully Franked Final Dividend, Payable on 19 September 2022

Johns Lyng Group Limited (ASX:JLG) acquired Bright & Duggan Group Pty Ltd. from Trevor Bright for AUD 25.6 million.

Now 21% undervalued

Johns Lyng Group Limited to Report Fiscal Year 2022 Results on Aug 29, 2022

Non-Executive Director recently sold AU$1.3m worth of stock

Investor sentiment improved over the past week

Johns Lyng Group Limited Revises Earnings Guidance for the Year 2022

Board Member recently bought AU$439k worth of stock

COO & Executive Director recently sold AU$6.7m worth of stock

Johns Lyng Group Limited Provides Earnings Guidance for the Year 2022

Less than half of directors are independent

MD, CEO & Executive Director recently bought AU$984k worth of stock

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Johns Lyng Group Limited Revises Earnings Guidance for the Fiscal Year 2022

Johns Lyng Group Limited to Report First Half, 2022 Results on Feb 22, 2022

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 42.686272 million.

MD, CEO & Executive Director recently bought AU$10.0m worth of stock

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire Reconstruction Experts Inc. for approximately $200 million.

Full year 2021 earnings released: EPS AU$0.083 (vs AU$0.071 in FY 2020)

Johns Lyng Group Limited (ASX:JLG) acquired 60% stake in Unitech Building Services from Anthony and Deborah Gorle for AUD 1.9 million.

Johns Lyng Group Limited (ASX:JLG) and MoneyMe Limited (ASX:MME) acquired Great Northern Pub in Byron Bay from Mooney family for around $80 million.

Johns Lyng Group Limited Upgrades Earnings Guidance for the Full Year of 2021

New 90-day high: AU$3.50

Revenue in line with expectations

First half 2021 earnings released: EPS AU$0.043 (vs AU$0.036 in 1H 2020)

Johns Lyng Group Limited Revises Earnings Guidance for 2021

New 90-day high: AU$3.30

Johns Lyng Group Limited to Report First Half, 2021 Results on Feb 23, 2021

New 90-day high: AU$3.23

Johns Lyng Group Enters into Partnership with RACQ

Johns Lyng Group Limited Announces Executive Changes, Effective November 30, 2020

New 90-day high: AU$3.16

New 90-day high: AU$2.80

Johns Lyng Group Enters into Contract with Chubb Insurance Australia Limited

New 90-day high: AU$2.77

New 90-day high - AU$2.73

Earnings released

Johns Lyng Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020

Johns Lyng Group Limited(ASX:JLG) dropped from S&P/ASX Emerging Companies Index

Revenue & Expenses Breakdown

Earnings and Revenue History