August 2025 Reporting Season

From beats to blow-ups: Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season’s key results and themes

DroneShield posts record 1H25 as it shifts toward a SaaS-like model, leans on AI, and expands manufacturing hubs in Europe and the US.

Ben Rundle and Joe McCarthy spotlight the reporting season quiet achievers and their top overlooked ASX picks.

The airline posted its second-best profit in history and the stock has more than tripled in value since the pandemic shutdown in 2020.

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

BHP’s CFO Vandita Pant on dividends, debt, copper expansion, and the decade-long growth strategy driving the miner’s future.

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

Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.

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