August 2025 Reporting Season

Latest news and analysis on August 2025 Reporting Season

Equities

8 ASX 200 stocks hit fresh 52-week lows last week (and they all have one thing in common)

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

Active small caps: Catching up and standing out

After another eventful reporting season, it’s worth asking: is now the time for small caps?
DUR
+6
Matthew Fist
Firetrail Investments
Funds

Schroders warn of frothy markets despite ASX highs

Sharp swings, overhyped AI, and hidden healthcare gems: Schroders’ Martin Conlon and Andrew Fleming see opportunity in the chaos.
BXB
+6
Stephanie Gardner
Livewire Markets
Equities

Small and mid-caps shine. Here are Macquarie’s top picks

Domestic cyclicals surged in FY25, but FY26 downgrades loom. Macquarie names its top emerging leaders poised to deliver through the cycle.
AUB
BRG
+13
Stephanie Gardner
Livewire Markets
Equities

How a quality tilt helped soften a tough ASX reporting season

AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
+1
Tom Wickenden
Betashares
Buy Hold Sell

Buy Hold Sell: 3 painful results and 2 standout winners

From painful blows ups to stand out winners, Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season's biggest moves.
CGF
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Beats, misses, ASX sleeper stocks - and the double-down no one saw coming

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.
CCL
+7
Chris Conway
Livewire Markets
Equities

Defying sentiment: The remarkable rise of consumer stocks

With many focussed on the "cost-of-living" crisis, you might think that discretionary retailers have struggled. This has not been the case.
ADH
AX1
+16
Andrew Legget
Livewire Markets
Reporting Season

21 ASX stocks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
ANN
+18
Chris Conway
Livewire Markets
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.
Robert Miller
NAOS
Buy Hold Sell

Buy Hold Sell: Reporting season winners, losers and 2 ASX stocks to watch

From beats to blow-ups: Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season’s key results and themes
ASX
CAR
+3
Buy Hold Sell
Livewire Markets
Equities

Counterdrone market set to grow “much higher”, DroneShield’s Vornik says

DroneShield posts record 1H25 as it shifts toward a SaaS-like model, leans on AI, and expands manufacturing hubs in Europe and the US.
DRO
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX results the market might have missed, but you shouldn't

Ben Rundle and Joe McCarthy spotlight the reporting season quiet achievers and their top overlooked ASX picks.
COH
+2
Buy Hold Sell
Livewire Markets
Reporting Season

Qantas shares a hold as Jetstar excels, says Martin Currie's Chris Schade

The airline posted its second-best profit in history and the stock has more than tripled in value since the pandemic shutdown in 2020.
QAN
Tom Richardson
Livewire Markets
Reporting Season

For Pilbara investors, it's a game of patience

Pilbara Minerals delivered as expected, but the big test is ahead: Can it survive soft prices and benefit when lithium demand tightens?
Vishal Teckchandani
Livewire Markets
Reporting Season

Why BHP is comfortable with more debt to fuel long-term growth

BHP’s CFO Vandita Pant on dividends, debt, copper expansion, and the decade-long growth strategy driving the miner’s future.
BHP
Anna Dadic
Livewire Markets
Reporting Season

Are CSL's best days behind it?

After announcing soft guidance, a spin off of its vaccines unit, and plans to cut 3000 jobs, investors are pondering CSL's future.
CSL
Chris Conway
Livewire Markets
Reporting Season

“Do not disappoint” – the golden rule driving this reporting season

Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.
360
JBH
+1
Chris Conway
Livewire Markets
Reporting Season

Inside QBE’s billion dollar profit, dividend and return on equity at decade highs

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
Kerry Sun
Livewire Markets
Reporting Season

"The highest quality company on the ASX" - Jun Bei Liu remains bullish on Pro Medicus

She was bullish on PME at $25 and is still adding, confident there’s plenty of upside left in the trade.
PME
Vishal Teckchandani
Livewire Markets
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