How Goodman Group's Strong FY25 Results and Upbeat FY26 Outlook Will Impact ASX:GMG Investors

• On August 20, 2025, Goodman Group announced a strong set of full-year results, reporting sales of A$211.6 million, revenue of A$2.31 billion, and net income of A$1.67 billion, along with operating earnings per share of A$0.85 from continuing operations and a proposed final dividend of 15 cents per security.
• In addition, Goodman Group issued an upbeat fiscal 2026 outlook, targeting 9% operating EPS growth and over A$2.6 billion in operating profit, reflecting renewed confidence following a return to profitability.
• We'll explore how Goodman Group's positive FY26 earnings guidance supports its ongoing focus on development growth and capital management.

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Goodman Group Investment Narrative Recap

To be a Goodman Group shareholder today, you need to believe in its ability to capture growth from the rising demand for data centers while successfully managing its capital requirements and project risks. The recent strong earnings and FY26 guidance reinforce focus on development growth, but they do not materially change the fact that short-term catalysts hinge on delivering profitable data center expansions, while dilution risk from large capital raisings remains the main concern.

Among the recent announcements, the A$4 billion capital raising stands out as especially relevant, as it directly supports Goodman’s strengthened balance sheet for new developments and underpins the company’s optimistic earnings outlook for FY26. The scale of this funding move ties closely to the execution of its core growth catalyst, expansion in the data center market.

However, investors should also be aware of how raising significant external funds could affect existing shareholder value if...

Read the full narrative on Goodman Group (it's free!)

Goodman Group's narrative projects A$3.8 billion revenue and A$3.2 billion earnings by 2028. This requires 9.8% yearly revenue growth and a A$2.28 billion earnings increase from the current A$921.0 million.

Uncover how Goodman Group's forecasts yield a A$36.95 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for Goodman Group range from A$30.00 to A$36.95 across 5 investor perspectives. While members see varied upside, Goodman’s ongoing capital raisings highlight key debates about future returns and dilution, giving you several viewpoints to explore.

Explore 5 other fair value estimates on Goodman Group - why the stock might be worth as much as 8% more than the current price!

Build Your Own Goodman Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Goodman Group research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Goodman Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Goodman Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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