Reporting Season

Fidelity on Evolution Mining: Record earnings, higher dividend and a low-cost edge

Evolution posts a third straight record result. Fidelity's Cameron Taylor on the dividend lift, capex timing and gold's wild ride.
Kerry Sun
Livewire Markets
Reporting Season

Breville fell 6%, but Airlie sees a much bigger opportunity brewing

Cost-of-living pressures are playing into Breville's hands, yet Airlie sees an untapped market that could power its next leg of growth.
BRG
Vishal Teckchandani
Livewire Markets
Reporting Season

BHP CFO Vandita Pant on dividends, copper growth, and the next 18 months

The copper transition is no longer a story about the future. BHP's CFO breaks down what it means for returns and growth from here.
BHP
Anna Dadic
Livewire Markets
Reporting Season

"An awesome result": CEO Andrew Alcock on HUB24’s record $18.9bn inflows

The CEO's view on what drove HUB24's $18.9 billion of net inflows, the SaaSpocalypse and the road to double-digit market share.
Keith Ford
Livewire Markets
Reporting Season

CSL rallies 18% on earnings beat - but is the worst finally behind it?

CSL beat expectations, guided to 5% earnings growth, and sent shares surging - but plenty of questions remain for the leaderless biotech.
CSL
Anna Dadic
Livewire Markets
Reporting Season

Just what the doctor ordered: PME jumps 12% on FY26 results

Record contracts, bigger dividends and double-digit earnings and revenue growth underpin a big result for the medtech company.
PME
Tom Stelzer
Livewire Markets
Reporting Season

BHP pays monster dividend as a higher valuation looks set to stay

BHP's copper pivot has hit an inflection point.
BHP
David Tuckwell
ETF Shares
Reporting Season

Missed on revenue and home loans fell 15%. Airlie's Jack McNally explains why NAB still makes sense

NAB was below expectations across most key metrics, so why is it still Airlie's preferred exposure among major Australian banks?
Keith Ford
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 2 (57 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Reporting Season

Why ANZ is the pick of the Big 4 as the budget fallout bites

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
Kerry Sun
Livewire Markets
Reporting Season

Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Chris Conway
Livewire Markets
Reporting Season

The market punished Life360. Its CEO says the growth story is far from over

Life360 has cracked 100 million users. CEO Lauren Antonoff explains where the next wave of growth will come from.
360
Vishal Teckchandani
Livewire Markets
Reporting Season

CBA posts big profit - is there any value for investors?

Loan and deposit growth drive results, but Australia's biggest bank says mortgage drop-offs raise some questions.
Tom Stelzer
Livewire Markets
Reporting Season

So much for AI troubles - Car Group posts record revenue and profit

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.
Chris Conway
Livewire Markets
Shares

Gerrish: Bullish on the ASX and three stocks that could surprise on the upside

Market Partners' James Gerrish says the market has changed and investors need to change with it ahead of another volatile reporting season.
360
COH
JBH
+4
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 1 (23 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Oberg on Nick Scali's execution masterclass and why the shares could double

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.
NCK
Patrick Poke
Livewire Markets
Reporting Season

Better late than never, AMP's turnaround story gathers momentum

Strong flows into AMP's North platform drove its first half result. Fidelity's James van de Graaff explains why the momentum could continue.
AMP
Keith Ford
Livewire Markets
Reporting Season

"Possibly the highest-quality business on the ASX" - IML's Lucas Goode backs REA

One broker says Sell. One fund manager says Buy. Here's why Lucas Goode thinks REA is still a compelling investment.
REA
Vishal Teckchandani
Livewire Markets
Reporting Season

Why Rudi Filapek-Vandyck thinks 60% of the ASX could finally have its moment

Rudi Filapek-Vandyck previews reporting season, explains the coming market "flip" and shares the ASX stocks on his watchlist.
BRG
CCL
+2
James Marlay
Livewire Markets
Shares

Morgans’ ‘Best Ideas’ and sectors to watch in August

Overweight resources and industrials, underweight banks and agriculture. Morgans' sector views and the stocks backing them.
ALQ
AMC
+17
Keith Ford
Livewire Markets
Reporting Season

Rio Tinto delivered a cracking result. Is there more upside from here?

Rio's 1H result exceeded expectations. Michael Slack explains what impressed him, where value remains & the risks investors shouldn't ignore
RIO
Chris Conway
Livewire Markets
Reporting Season

Morgans' August reporting playbook (plus 8 stocks to watch)

Broad earnings growth provides a sound fundamental backdrop and yield is likely to take the spotlight.
Andrew Tang
Morgans Financial
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