FEBRUARY 2026 REPORTING SEASON

Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.

Earnings topped forecasts, but the deeper story lies in how the platform is making its money.

Telstra is trading sharply higher after beating interim dividend expectations. But is the valuation getting ahead of itself?

An 18% dividend beat and expanding copper ambitions point to stronger cash flow and a higher-multiple future for BHP.

BHP CFO Vandita Pant says the world's largest miner is gunning for more growth after impressive H1 result.

Atlas' Hugh Dive on why he's backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

I sat down with my old running mate, Henry Jennings, to unpack a volatile week of reporting season.