The Sandfire Resources Ltd (ASX: SFR) share price is in focus after the copper miner reported record quarterly sales revenue of $574 million and an increase in net cash to $353 million at 30 June 2026.

What did Sandfire Resources report?

• Group copper equivalent (CuEq) production rose 38% in Q4 FY26 to 47.6kt; annual production reached 154.2kt, within guidance
• Quarterly group sales revenue of $574 million, a new record
• Underlying EBITDA reached $343 million in Q4 FY26; FY26 Underlying EBITDA expected to total $867 million
• Net cash position of $353 million at 30 June 2026 (vs $123 million net debt at 30 June 2025)
• MATSA and Motheo operations delivered record mill throughput and a significant production uplift
• FY27 group CuEq production guidance set at 150–166kt

What else do investors need to know?

Sandfire finished the year with a strong safety performance, recording a Total Recordable Injury Frequency (TRIF) of 1.6 and continuing initiatives to improve workplace safety across its operations. Both the MATSA mine in Spain and Motheo in Botswana achieved operational milestones – MATSA delivered record throughput with cost reductions, while Motheo ramped up A4 open pit commercial production and mill rates.

The company continued to invest in future growth, spending $7 million on regional exploration and $5 million on near-mine drilling during Q4 FY26. Notably, initial work began on the Kalkaroo Copper-Gold Project in South Australia, where an 80-person site camp has been established alongside a pre-feasibility drilling program.

What did Sandfire Resources management say?

Commenting on the quarter, Sandfire’s CEO and Managing Director, Brendan Harris, said:

Following a somewhat challenging start to the year, our talented people delivered a 38% increase in copper equivalent production in the June quarter to comfortably achieve annual production guidance for FY26. This particularly strong finish to the year was underpinned by a 65% increase in quarterly copper equivalent production at Motheo, where our higher grade A4 open pit achieved commercial production and mill throughput rose to a record 7.1Mtpa rate, and a 22% increase in contained metal volumes at MATSA, where we achieved another record annualised processing rate.

What’s next for Sandfire Resources?

Looking ahead to FY27, Sandfire expects group copper equivalent production in the range of 150,000 to 166,000 tonnes. The miner projects only incremental rises in operating unit costs at both MATSA and Motheo, despite increased capital investment to accelerate exploration and development, particularly in South Australia and Botswana.

Plans also include progress on sustainability, with large-scale solar facilities under construction at both MATSA and Motheo. Sandfire will provide more detailed FY27 guidance with its full-year results.

Sandfire Resources share price snapshot

Over the past year, the Sandfire Resources share price has outperformed the ASX 200 index with a 65% gain, buoyed by strong earnings and production results.

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The post Sandfire Resources posts record sales and cash in strong FY26 finish appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

For retirees living off superannuation, dividend investing can be a great strategy to generate a steady stream of income without having to regularly sell shares. 

By investing in quality companies that pay consistent dividends, retirees can help support their living expenses. Dividend shares allow this while still giving their portfolio the opportunity to grow over the long term.

The balancing act 

When choosing dividend shares, it’s important to look for a balanced dividend yield rather than one that is extremely high.

A high dividend yield can sometimes be a warning sign that the company’s share price has fallen due to financial problems. This can make the dividend harder to sustain. 

On the other hand, a very low dividend yield may provide little income and could indicate that the company prioritises growth over returning profits to shareholders. 

A balanced dividend yield often suggests that the company is financially stable, generates consistent earnings, and is able to reward shareholders while still investing in its future.

What is considered a good yield in Australia?

For years, the ASX has been one of the best places in the world for dividend investors.

Australian companies have a long history of paying generous dividends. This has made the local share market a favourite among investors looking to build a reliable stream of passive income.

The numbers back it up. According to S&P Global, the S&P/ASX 300 Index (ASX: XKO) had a trailing 12-month dividend yield of 3.5% as of 31 December 2024. 

That’s comfortably ahead of Europe (3.2%), Canada (2.8%), and the United States (1.8%).

For retirees looking to better this number, here are three ASX dividend shares that could supplement your superannuation that beat this 3.5% benchmark. 

Harvey Norman Holdings Ltd (ASX: HVN)

Harvey Norman is a popular dividend stock because of its strong cash generation, fully franked dividends, and history of returning excess capital to shareholders. 

Bell Potter is forecasting fully franked dividends of 31.1 cents per share in FY 2027. This is followed by 33.3 cents per share in FY 2028. 

This results in a dividend yield of over 6% over the next two years. 

Propel Funeral Partners Ltd (ASX: PFP)

Another option to generate passive income alongside your superannuation is Properl Funeral Partners. 

It is an attractive dividend stock because of its defensive business model, recurring demand, and consistent earnings growth.

Based on the forecast on CMC Invest, the potential grossed-up dividend yield for FY26 is 5.5%, which could rise to over 6% by FY28. 

Collins Foods Ltd (ASX: CKF)

Collins Foods Ltd is another stock offering above average yields. 

It is a solid dividend stock because its ownership of established quick-service restaurant brands, including KFC operations in Australia and overseas, provides resilient cash flows that support reliable dividend payments over time.

Morgans is forecasting fully franked dividends per share of 31 cents in FY 2027 and 35 cents in FY 2028. 

This equates to a yield of around 4%. 

The post 3 shares with above average dividend yields to supplement your superannuation appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Harvey Norman. The Motley Fool Australia has recommended Collins Foods. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX defence stocks enjoyed a surge in 2025 and 2026. 

This surge was driven by a combination of rising global geopolitical tensions, increased defence spending by Australia and its allies, and strong investor demand for companies exposed to military technology, drones, cybersecurity, and advanced manufacturing. 

One ASX defence stock that rode these tailwinds to significant gains was Elsight Ltd (ASX: ELS). 

Riding tailwinds

Elsight  is a supplier of communication modules to drone OEMs and the company offers advanced communication components for unmanned systems (aerial, ground and sea) systems through its flagship product, the Halo platform.

The platform aggregates all available communication paths into one resilient, encrypted pipe for beyond visual line of sight (BVLOS) control, video and telemetry.

Increased defence spending and a series of big contract wins saw this ASX defence stock rise over 800% in 2025. 

However, in 2026, it has experienced some volatility, and it remains up over 80% year to date. 

Yesterday, the company released quarterly results and this subsequently sent the stock price down 10%. 

What did the company report?

As reported by The Motley Fool yesterday, Elsight reported: 

• Customer receipts of US$5.4 million for the June quarter (US$13.6 million year to date)
• Net operating cash outflow of US$175,000 for the quarter, with a 6-month net inflow of US$3.8 million
• Net cash used in investing activities totalled US$619,000 for the quarter
• Net cash from financing activities of US$296,000 in the quarter, mainly from option exercises
• Cash and cash equivalents at quarter end of US$63.3 million
• 361 estimated quarters of funding available at current cash burn rates. 

However, it seems investors were left wanting more as they largely exited their positions in this ASX defence stock. 

What is Bell Potter’s updated view?

Following the results, Bell Potter released updated guidance on this ASX defence stock. 

The broker said the company delivered a stronger-than-expected 2Q26 result, with revenue and first-half earnings ahead of forecasts. 

This was supported by strong operating leverage, slower cost growth and healthy profitability, while cash generation and the balance sheet remained solid. 

Additionally, the company continued to diversify beyond OEM customers, secured its first paying government customer for its Stealth Initiative business, and remains on track to launch its non-GNSS positioning capability in late CY26.

As a result, the broker retained its buy recommendation and increased its price target to $8.20. 

From yesterday’s closing price, this indicates an upside potential of 27%. 

ELS continues to observe strong order flow across defence and commercial customers across the US, Europe and the Middle East driven by sector tailwinds and the impact of ELS direct sales team, which was established in the prior year and is now contributing to both pipeline growth and order conversion.

The post After crashing 10% on results, is this ASX defence stock a buy, hold or sell? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.