The SHAPE Australia Corporation Ltd (ASX: SHA) share price is in focus today after the company reported a record 29.6% jump in revenue to $1.24 billion and a 50% increase in profit after tax to $31.7 million for the year ended 30 June 2026.

What did SHAPE Australia report?

• Revenue: Up 29.6% to $1,239.9 million (FY25: $956.9 million)
• Net profit after tax (NPAT): Up 50.2% to $31.7 million (FY25: $21.1 million)
• EBITDA: Up 53% to $50.1 million (FY25: $32.7 million)
• Basic earnings per share: 38.13c, up from 25.52c
• Full year dividends declared: 32.0c per share, up 42% from FY25
• Cash and marketable securities: $136.2 million (up 6%)

What else do investors need to know?

SHAPE Australia reached a significant milestone, surpassing $1 billion in annual revenue for the first time. The company attributed its strong growth to a mix of new project wins, continued sector diversification (with non-office sectors now making up over half of total revenue), and the expansion of regional operations.

Two strategic acquisitions—Arden in December 2025 and Australian Professional Shopfitters (APS) in July 2026—broadened the Group’s capabilities, especially in facilities maintenance and retail fitout, and created pathways for further cross-selling opportunities. The year also saw a healthy increase in the order backlog (up 28% to $628.4 million) and the project pipeline (now $4.8 billion, up 20%).

The business maintained a strong focus on people and safety: workforce grew by 30% to over 890 employees, employee engagement scored 86%, and safety performance improved despite higher activity levels.

What did SHAPE Australia management say?

Chief Executive Officer and Managing Director Peter Marix-Evans said:

FY26 was a defining year for SHAPE. Our teams delivered a larger and more diverse volume of work across more sectors, regions and service lines, while improving safety performance, project outcomes and client experience.

What’s next for SHAPE Australia?

SHAPE enters FY27 with confidence, supported by a solid $628 million order backlog and a $4.8 billion identified project pipeline. The company plans to further consolidate its presence in premium office assets and expand into priority sectors such as data centres, education, health, aged care, and defence.

The integration of Arden and APS is underway and expected to provide additional operational leverage and growth. SHAPE will continue to invest in talent, technology, and capability expansion (including new build and modular construction), while remaining disciplined in risk and procurement.

SHAPE Australia share price snapshot

Over the past 12 months, SHAPE Australia shares have risen 58%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post SHAPE Australia: Record profit, revenue, and dividends in FY26 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 recommended Shape Australia. 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 Lycopodium Ltd (ASX: LYL) share price is in focus today after the company posted full-year FY26 results with revenue of $377.5 million and NPAT of $40.2 million, both within the guidance range.

What did Lycopodium report?

• Revenue of $377.5 million for FY26
• EBITDA of $59.5 million
• Net profit after tax (NPAT) of $40.2 million
• Earnings per share (EPS) of 101.1 cents
• Fully franked final dividend of 37 cents per share (full-year dividend 59 cps, up 69% on FY25)
• Healthy cash balance of $106.2 million at 30 June 2026

What else do investors need to know?

Lycopodium delivered results within its February 2026 guidance, and the Board declared a final fully franked dividend, taking the full-year payout ratio to 60%. The company also reported $661 million in committed contracts heading into FY27, highlighting a robust project pipeline.

The company’s regional model – with hubs in APAC (Perth), the Americas (Toronto), and Africa (Cape Town) – is producing new opportunities, including increased Americas project activity and expanded presence in Latin America via its SAXUM acquisition. The African hub continues to deliver significant projects, while APAC maintains steady work, notably in Western Australia.

Lycopodium logged zero lost time injuries from 9 million controlled service hours, pointing to a strong safety culture. Key project wins during the year included major works in gold and lithium, and several new contracts are set to ramp up into FY27.

What did Lycopodium management say?

Managing Director & CEO Peter De Leo said:

FY26 has been another successful year for the Company, with an expanded geographic reach and the continued delivery of high-quality studies and projects for our clients globally.

What’s next for Lycopodium?

Looking ahead, Lycopodium has issued FY27 guidance for revenue between $540–$580 million and NPAT of $54–$58 million, aiming for a 10% NPAT margin. Management expects a more regionally balanced project portfolio as new work is secured, especially in the Americas and Africa.

Alongside strong resources and infrastructure pipelines, recent contract awards are expected to boost earnings, with further updates promised at the AGM in November. Continued geographic diversification and service expansion underpin the group’s strategy for sustained growth.

Lycopodium share price snapshot

Over the past 12 months, Lycopodium shares have risen 54%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

View Original Announcement

The post Lycopodium FY26 earnings: Higher dividend, upbeat outlook 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 recommended Lycopodium. 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.

ASX industrials stock SRG Global Ltd (ASX: SRG) is making headlines this week after its share price soared on full-year results.

The company is a diversified industrial services group that provides multidisciplinary construction, maintenance, drilling, and geotechnical services to clients in sectors including mining, industrial processing, infrastructure, and renewable energy.

In the last 12 months, this ASX industrials stock has risen an impressive 145%. 

A new report from Bell Potter suggests there could still be more growth to come. 

What did the company report?

SRG released FY26 results and FY27 guidance on Tuesday. 

Results included: 

• Revenue up 27% to $1,675.5 million (FY25: $1,323.3 million)
• Underlying EBITDA rose 34% to $170.1 million
• Net profit after tax (NPAT) up 51% to $71.9 million
• Earnings per share increased 44% to 11.6 cents
• Final dividend of 4 cents per share (fully franked), bringing total FY26 dividend to 7 cents (up 27%). 

Speaking on the results, Managing Director David Macgeorge commented:

SRG Global has continued to deliver strongly, reflected in a significant +34% increase in EPS(A) to 13.8 cents. This result demonstrates our focus on delivering long-term value for shareholders, underpinned by continued organic growth across the business alongside the successful execution of our acquisition strategy. Our transformation into a diversified infrastructure services business is driving record performance, with strong foundations now in place to support the continued delivery of long-term, sustainable returns to shareholders.

Bell Potter’s updated view

Following the announcement, Bell Potter released updated guidance on this ASX industrials stock. 

The broker saw the result as largely positive, with underlying EBITDA ahead of expectations. 

The result was supported by stronger-than-expected engineering and construction revenue and a strong contribution from the company’s Total Asset Management Services business, which exceeded its original earnings target by 10%.

For fiscal 2027, management upgraded its earnings guidance to $195 to $205 million, supported by a record $5.1 billion of work already secured, stronger maintenance activity, and an improved outlook for Total Asset Management Services.

Price target upgraded

Following the results, the team at Bell Potter retained its buy recommendation on SRG shares and increased its price target to $4.50 (previously $4.25). 

From yesterday’s closing price, this indicates an upside potential of nearly 14%. 

We see SRG’s 24% valuation premium to the peer group (FY27 PE(A)) as justified and reflective of management’s strong track record of organic and inorganic growth and a business delivering >80% of its earnings from recurring streams.

The post This high flying industrials stock just rocketed 9% on results and is expected to keep rising 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 recommended Srg Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.