The Amaero Ltd (ASX: 3DA) share price is in focus after the company posted a 376% jump in full-year revenue to $18.1 million, but also reported a net loss of $36.5 million as it continued to scale its U.S. operations.

What did Amaero Inc. report?

• Revenue: up 376% to $18.1 million (FY25: $3.8 million)
• Loss after tax: up 49% to $36.5 million (FY25: $24.4 million)
• Net tangible assets per CDI: 7.16 cents (down from 7.60 cents in FY25)
• No dividends declared or paid
• Cash and cash equivalents: $19.4 million at 30 June 2026

What else do investors need to know?

Amaero completed a three-year, $72 million capital investment program on time and on budget, commissioning a third EIGA Premium Atomizer and doubling its titanium powder capacity in the U.S. Production was briefly disrupted in May after a flash fire incident at the Tennessee facility, causing a six-week pause in titanium powder manufacturing; no orders were cancelled and staff was retained.

During the year, the company redomiciled from Australia to the U.S. to better access U.S. capital markets and support opportunities in American defence and manufacturing. Amaero retained its ASX listing via CDIs, and subsequently submitted draft filings with the U.S. SEC for a potential U.S. IPO.

The company secured multi-year supply agreements—including exclusive deals with Velo3D, Titomic, Knust-Godwin, and United Performance Metals—and was awarded a $6.5 million contract from the U.S. Department of War for developing alternative refractory alloy powders.

What did Amaero management say?

Chairman and Chief Executive Officer Hank J. Holland said:

FY2026 was a very strong year of execution and scale-up for Amaero, as we transitioned from building our core capabilities to commercial delivery and revenue growth. We advanced on many fronts – manufacturing, commercial partnerships, financial structure, leadership, and governance – completing our original three-year, A$72 million capital investment program on schedule and on budget, redomiciling the Company to the United States, and growing full-year revenue by 376% to A$18.1 million.

What’s next for Amaero?

Amaero is targeting further growth in FY27, with plans to commission a fourth atomizer and an argon recycling system to improve operating margins. The focus remains on fulfilling new and existing long-term contracts across defence, space, aviation and medical sectors.

The board is also seeking to complete a potential U.S. IPO and listing in late 2026 or early 2027, pending market and regulatory conditions. A contracted backlog of $23.1 million provides Amaero with forward revenue visibility over the next year.

Amaero share price snapshot

Over the past 12 months, Amaero shares have declined 49%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Amaero FY26 results: revenue surges but losses widen appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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.

The Evolution Mining Ltd (ASX: EVN) share price is in focus today as the gold producer announced record net profit of $1,475 million, up 59% on last year, and lifted its full-year fully franked dividend 62% to 41 cents per share.

What did Evolution Mining report?

• Statutory profit after tax rose 59% to $1,475 million
• Underlying EBITDA increased 44% to $3,171 million with 57% margin
• Group cash flow jumped 76% to $1,389 million
• Final fully franked dividend of 21 cents per share, up 62%
• Total FY26 dividend of 41 cps, returning ~$833 million to shareholders
• Operating mine cash flow up 48% to $3,394 million

What else do investors need to know?

Evolution Mining’s strong financial performance was underpinned by consistent operations across its portfolio and disciplined cost control, delivering a net cash position at year end. The company continued to reinvest, spending $1,089 million on capital across multiple projects while repaying $280 million in debt and distributing $668 million in dividends.

The board has improved its dividend payout policy, now targeting 60% of annual group cash flow, up from 50% previously. Evolution finished the year with total liquidity of $1,873 million and no repayments due on debt facilities until FY29. The company also achieved a 19% cut in Scope 1 and 2 greenhouse gas emissions versus FY20.

What did Evolution Mining management say?

Commenting on the results, Evolution Mining’s managing director and CEO, Lawrie Conway, said:

Our record results reflect the quality of our assets and, above all, the efforts of the entire Evolution team. We are delivering on our commitment to shareholders. The record financial performance is on the back of safe, consistent and reliable operational delivery, complemented by our disciplined approach to cost and capital management. Our high-margin business is generating significant cash flow with a record Group cash flow of nearly $1.4 billion.

The updated dividend policy with a new payout rate targeting 60% of annual group cash flow is sector leading. Our record final dividend of 21 cents per share will return ~$427 million to shareholders and bring the full year dividend to 41 cents, equal to $833 million.

We are set to continue our safe, reliable performance in FY27 with guidance expected to sustain our high-margin, high-cash generation position. This will further build our balance sheet flexibility as we continue to invest in high-return organic growth projects and deliver high returns to our shareholders.

What’s next for Evolution Mining?

For FY27, Evolution is guiding for gold production between 660,000 and 730,000 ounces and copper output of 63,000 to 70,000 tonnes, with all-in sustaining costs between $1,795 and $1,995 per ounce. Major capital investment remains focused on organic growth and new project developments across Cowal, Ernest Henry and Northparkes.

The business anticipates maintaining high margins and strong cash flows, supporting both ongoing dividends and flexibility for further investment. With continued focus on safety, cost discipline, and climate targets, Evolution aims to sustain its returns and strong balance sheet position.

Evolution Mining share price snapshot

The Evolution Mining share price is up a whopping 73% over the past 12 months, vastly outperforming the S&P/ASX 200 index (ASX: XJO) and its 2% gain.

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The post Evolution Mining smashes records with FY26 profit and dividend surge 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.

The Energy One Ltd (ASX: EOL) share price is in focus after the company reported strong FY26 earnings, highlighted by a 14% lift in revenue and a 42% rise in underlying cash EBITDA.

What did Energy One report?

• Revenue of $69.9 million, up 14% from FY25
• Recurring revenue of $63.5 million, up 17% year on year
• Annual Recurring Revenue (ARR) reached $64.6 million, up 13% (constant currency)
• Underlying Cash EBITDA rose 42% to $14.9 million
• Underlying NPAT increased 56% to $9.2 million
• Energy One closed FY26 in a net cash position

What else do investors need to know?

Energy One’s recurring revenue now represents 91% of total revenue, underscoring the strength and predictability of its business model. The company credited ongoing investment in product development, customer capability, cybersecurity, and AI-enabled productivity initiatives for its improved results.

FY26 saw Energy One secure major multi-product customer contracts and deepen relationships with existing clients. This strategy supports greater upsell opportunities and highlights the appeal of Energy One’s integrated offering in energy software and services.

What did Energy One management say?

Energy One Group CEO Ben Tranier said:

FY26 was a strong year for Energy One. We delivered high-quality recurring revenue growth, expanded margins, stronger cash earnings and a materially strengthened balance sheet.

What’s next for Energy One?

Looking ahead, Energy One enters FY27 with positive momentum, supported by $5.1 million in signed or contract-prepared ARR not yet billed as at 30 June 2026. Management expects this foundation will help deliver at least 15% recurring revenue growth in FY27.

The company is also targeting a Cash EBITDA margin run-rate of around 30% by the end of FY27, with a focus on disciplined cost control and further leveraging its integrated platform to win more multi-product customers.

Energy One share price snapshot

Over the past 12 months, Energy One shares have risen 8%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Energy One reports double-digit FY26 earnings growth appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Energy One. 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.