August 2025 Reporting Season

Stocks that missed earnings expectations last month continue to hit fresh yearly lows. Perhaps buying the dip isn't such a good idea.

After another eventful reporting season, it’s worth asking: is now the time for small caps?

Sharp swings, overhyped AI, and hidden healthcare gems: Schroders’ Martin Conlon and Andrew Fleming see opportunity in the chaos.

Domestic cyclicals surged in FY25, but FY26 downgrades loom. Macquarie names its top emerging leaders poised to deliver through the cycle.

AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.

From painful blows ups to stand out winners, Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season's biggest moves.

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.

With many focussed on the "cost-of-living" crisis, you might think that discretionary retailers have struggled. This has not been the case.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.