The Pro Medicus Ltd (ASX: PME) share price is in focus today as the company announced full-year revenue of $261.7 million, up 22.9%, with underlying NPAT rising 24.1% to $144.7 million. The company remains debt-free and has lifted its fully-franked total dividend by 25.5% to 69 cents per share.

What did Pro Medicus report?

• Revenue: $261.7 million, up 22.9% year-on-year
• Underlying EBIT: $196.1 million, up 24.4%
• Reported NPAT: $265.3 million, up 130.3%
• Underlying NPAT: $144.7 million, up 24.1%
• Cash and financial assets: $252.3 million, up 19.7%
• Final dividend: 37 cents per share, total full-year dividend 69 cents, up 25.5%

What else do investors need to know?

Pro Medicus signed 10 new contracts during the year, totalling at least $407 million in value, including a major 10-year deal with UC Health Colorado. The company also renewed six key contracts, worth $141 million, all on five-year terms with increased transaction fees.

On a constant currency basis, revenue, EBIT, and NPAT each saw gains above 28%. The company’s pipeline remains strong, supported by new product launches in digital pathology and AI-optimised reporting as well as a nearly complete Trinity implementation.

What did Pro Medicus Limited management say?

Dr Sam Hupert, Chief Executive Officer, said:

We were aiming for 30% increases in EBIT and NPAT, and we exceeded both on a constant currency basis. Importantly, we have proven that with one platform and one business model we can address virtually every opportunity in diagnostic imaging, providing us with the largest total addressable market. Progress made in the cardiology market represents another important string to our bow. We see this trend continuing.

What’s next for Pro Medicus?

Looking ahead, Pro Medicus says it expects to benefit from its newly signed contracts and recent implementations, particularly as the Trinity rollout is now largely complete. Management highlights a strong pipeline with a growing number of inbound requests from major US healthcare institutions.

The company is aiming to further expand its presence in both diagnostic imaging and cardiology, leveraging its one-platform approach and ongoing product innovation.

Pro Medicus share price snapshot

Over the past year, the Pro Medicus share price has underperformed the S&P/ASX 200 index (ASX: PME) with a decline of around 45%.

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The post Pro Medicus FY26: Strong earnings growth and higher dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. 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 Sims Ltd (ASX: SGM) share price is in focus after the company posted a 6.9% rise in full-year group revenue to $8,007.5 million, and underlying EBIT up 167.6% to $468.0 million.

What did Sims Ltd report?

• Group sales revenue increased 6.9% to $8,007.5 million
• Underlying EBITDA jumped 69.3% to $727.8 million
• Underlying EBIT surged 167.6% to $468.0 million
• Underlying NPAT rose to $289.1 million (up from $83.1 million)
• Return on Invested Capital (ROIC) improved by 7.2 percentage points to 11.7%
• Final fully franked dividend of 20.0 cents per share, bringing the full-year total to 34.0 cents

What else do investors need to know?

Sims’ Sims Lifecycle Services (SLS) division delivered standout growth, with sales revenue up 77.4% to $757 million, and underlying EBIT climbing 429.8% to $172.7 million, driven by strong demand for recovered memory components in the AI infrastructure sector. Repurposed units almost doubled to 16.8 million, reflecting deepening relationships with hyperscale data centre customers.

The North American and SA Recycling segments benefited from favourable non-ferrous prices and domestic US steel demand, offsetting ongoing challenges in the Australian and New Zealand metals business due to soft steel markets and limited tariff protection.

What’s next for Sims Ltd?

Looking ahead, Sims expects supportive market conditions for non-ferrous metals and AI-related asset recovery to continue into FY27. While the timing of data centre decommissioning remains variable, the company expects SLS to contribute first-half underlying EBIT between $75 million and $90 million.

The group also sees ongoing US tariffs and new electric arc furnace capacity supporting demand for ferrous scrap in North America. In Australia and New Zealand, domestic demand could strengthen over the medium term as new steel production capacity comes online. Sims remains focused on recovery optimisation, operational excellence, and disciplined growth through targeted investments and bolt-on acquisitions.

Sims share price snapshot

The Sims share price has been a very strong performer over the past 12 months, outperforming the S&P/ASX 200 index (ASX: XJO) with a gain of around 50%.

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The post Sims delivers strong FY26 earnings growth as AI demand fuels SLS division 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 Lycopodium Ltd (ASX: LYL) share price is in focus after the company secured a major EPCM contract worth roughly $37 million for the San Cristóbal Silver Oxide Project in Bolivia. The contract will see Lycopodium design and manage construction of a new 15,000 tpd silver oxide processing plant adjacent to the existing operation.

What did Lycopodium report?

• Awarded a $37 million Engineering, Procurement and Construction Management (EPCM) contract for the San Cristóbal project in Bolivia
• New plant to treat 15,000 tonnes per day of oxidised material, producing silver doré
• Project is a brownfields expansion, complementing the existing 52,000 tpd sulphides processing plant
• Works to commence immediately, with completion targeted for 2030
• Contract is subject to a final investment decision by the client

What else do investors need to know?

The San Cristóbal Mine is one of the world’s largest open-pit silver, zinc and lead operations, and this new contract will expand Lycopodium’s international footprint. The project presents unique engineering challenges, requiring design and construction at over 4,000 metres above sea level.

The delivery will be a collaborative effort, drawing expertise from Lycopodium’s offices in Toronto, Lima, and Argentina. The company highlighted that once complete, both sulphide and oxide plants will run side-by-side, increasing production capacity at the site.

What did Lycopodium management say?

Lycopodium Managing Director and CEO Peter De Leo said:

We are extremely pleased to be given this opportunity to work with Minera San Cristóbal SA in the development of the San Cristóbal Mine. This strategic project positions the mine to become a significant silver producer on a global scale and includes challenges of design and construction at a high altitude, at 4,000 metres above sea level. Execution of the project will include significant collaboration across our Americas team, with input from our Toronto, SAXUM (Argentina) and Lima offices.

What’s next for Lycopodium?

Lycopodium will begin work on the San Cristóbal Silver Oxide Project immediately, focusing on engineering and planning while awaiting the client’s final investment decision. The company expects strong collaboration across its international teams to deliver the project, with completion forecast for 2030.

This contract strengthens Lycopodium’s global pipeline and underscores its capability to deliver large, complex resource projects. Investors will be watching for updates as work ramps up in the Americas.

Lycopodium share price snapshot

Over the past 12 months, Lycopodium shares have risen 57%, outperforming the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post Lycopodium lands $37 million contract for Bolivian silver project 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.