Supply Network Past Earnings Performance

Past criteria checks 4/6

Supply Network has been growing earnings at an average annual rate of 28.9%, while the Retail Distributors industry saw earnings growing at 13.9% annually. Revenues have been growing at an average rate of 19% per year. Supply Network's return on equity is 32%, and it has net margins of 10.9%.

Key information

28.9%

Earnings growth rate

28.4%

EPS growth rate

Retail Distributors Industry Growth	7.3%
Revenue growth rate	19.0%
Return on equity	32.0%
Net Margin	10.9%
Last Earnings Update	30 Jun 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Supply Network makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

CHIA:SNL Revenue, expenses and earnings (AUD Millions)
Date	Revenue	Earnings	G+A Expenses
30 Jun 24	303	33	50
31 Mar 24	291	31	48
31 Dec 23	278	30	46
30 Sep 23	265	29	44
30 Jun 23	252	27	42
31 Mar 23	237	25	40
31 Dec 22	221	23	37
30 Sep 22	210	22	36
30 Jun 22	198	20	35
31 Mar 22	190	19	33
31 Dec 21	181	17	32
30 Sep 21	172	16	31
30 Jun 21	163	14	30
31 Mar 21	155	13	29
31 Dec 20	147	11	27
30 Sep 20	142	10	27
30 Jun 20	137	10	26
31 Mar 20	134	9	24
31 Dec 19	132	9	23
30 Sep 19	128	9	23
30 Jun 19	124	9	23
31 Mar 19	121	9	25
31 Dec 18	118	8	27
30 Sep 18	115	8	26
30 Jun 18	112	8	26
31 Mar 18	108	8	25
31 Dec 17	104	8	24
30 Sep 17	101	7	24
30 Jun 17	98	7	23
31 Mar 17	94	6	23
31 Dec 16	91	5	22
30 Sep 16	89	5	22
30 Jun 16	87	5	21
31 Mar 16	87	5	21
31 Dec 15	86	5	20
30 Sep 15	86	6	20
30 Jun 15	85	6	20
31 Mar 15	84	6	19
31 Dec 14	83	6	19
30 Sep 14	82	6	19
30 Jun 14	81	6	18
31 Mar 14	78	6	18
31 Dec 13	75	5	17

Quality Earnings: SNL has a high level of non-cash earnings.

Growing Profit Margin: SNL's current net profit margins (10.9%) are higher than last year (10.9%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SNL's earnings have grown significantly by 28.9% per year over the past 5 years.

Accelerating Growth: SNL's earnings growth over the past year (20.5%) is below its 5-year average (28.9% per year).

Earnings vs Industry: SNL earnings growth over the past year (20.5%) exceeded the Retail Distributors industry 1.8%.

Supply Network Past Earnings Performance

Past criteria checks 4/6

Key information

Recent past performance updates

Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)

First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)

Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)

Recent updates

Non-Executive Director recently sold AU$6.9m worth of stock

Supply Network Limited, Annual General Meeting, Nov 27, 2024

New minor risk - Shareholder dilution

Upcoming dividend of AU$0.33 per share

Non-Executive Director recently sold AU$29m worth of stock

Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)

Supply Network Limited Provides Earnings Guidance for 2025

First half dividend increased to AU$0.33

Non-Executive Director recently sold AU$72k worth of stock

Upcoming dividend of AU$0.23 per share

Non-Executive Director recently sold AU$93k worth of stock

First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)

New major risk - Earnings quality

Final dividend of AU$0.23 announced

Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024

Non-Executive Director recently sold AU$74m worth of stock

Non-Executive Director recently sold AU$154k worth of stock

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024

Non-Executive Director recently bought AU$2.4m worth of stock

Supply Network Limited, Annual General Meeting, Nov 29, 2023

Insider recently sold AU$15m worth of stock

Upcoming dividend of AU$0.28 per share at 3.7% yield

Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)

New minor risk - Financial data availability

Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023

New minor risk - Insider selling

Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023

No independent directors

No independent directors

Upcoming dividend of AU$0.20 per share at 3.3% yield

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

No independent directors

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

Supply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023

No independent directors

Supply Network Limited Announces Executive Changes

No independent directors

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)

Supply Network Limited, Annual General Meeting, Nov 25, 2022

No independent directors

Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022

Upcoming dividend of AU$0.12 per share

No independent directors

Supply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021

Investor sentiment improved over the past week

No independent directors

Insufficient new directors

Revenue & Expenses Breakdown

Earnings and Revenue History

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Return on Equity

Return on Assets

Return on Capital Employed

Discover strong past performing companies