The Nextdc Ltd (ASX: NXT) share price is in focus after the company reported an 11% jump in contracted utilisation to 740MW, following new customer contract wins. The company’s forward order book has also risen, now standing at 565MW.

What did NEXTDC report?

• Contracted utilisation as at 30 June 2026 grew by 73MW (up 11%) to 740MW.
• Pro-forma forward order book increased to 565MW.
• Order book expected to convert to billings, revenue and EBITDA from FY26 to FY30.
• FY26 net revenue, underlying EBITDA and capex guidance remain unchanged.

What else do investors need to know?

NEXTDC attributes its contracted utilisation lift to recent customer contract wins, strengthening its position as a leading data centre platform for the digital economy. The company says its pro-forma forward order book, now at 565MW, will progressively convert to revenue streams over the coming years.

Importantly, NEXTDC confirmed that guidance for FY26 net revenue, underlying EBITDA and capital expenditure is unchanged from previous updates. This gives investors some predictability for near-term financial performance.

What’s next for NEXTDC?

NEXTDC intends to deliver on its strong contract pipeline, moving forward orders to revenue and earnings between FY26 and FY30. The stability in earnings guidance suggests management is confident in executing its growth plans.

With its expanding customer base and certified Tier IV operations, NEXTDC is well-placed to respond to continued demand for cloud and data centre services across Australia and Asia.

NextDC share price snapshot

The NextDC share price has underperformed the market over the past 12 months with a decline of almost 7%. This compares to a gain of almost 1.5% from the S&P/ASX 200 Index (ASX: XJO).

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The post NEXTDC share price on watch as contracted utilisation rises and forward order book grows appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Nextdc. 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 Contact Energy Ltd (ASX: CEN) share price is on investors’ radar after the company posted higher electricity and gas sales for June 2026, along with ongoing progress on major renewable energy projects.

What did Contact Energy report?

• Mass market electricity and gas sales reached 495 GWh in June 2026, up from 410 GWh last year
• Contracted wholesale electricity sales totalled 1,056 GWh (June 2025: 810 GWh)
• Electricity and steam net revenue was $175.68/MWh, compared to $186.08/MWh in June 2025
• Electricity generated (or acquired) increased to 1,101 GWh (June 2025: 846 GWh)
• Unit generation cost, including acquired generation, dropped to $38.16/MWh from $54.27/MWh
• Retail netback decreased slightly, to $141.18/MWh from $146.32/MWh

What else do investors need to know?

Contact Energy is progressing with several renewable energy developments, including the Kōwhai Park Solar, Te Mihi Stage 2 geothermal, Glenbrook-Ohurua Battery 2, and Glorit Solar, with a combined approved cost of over $1.5 billion and staggered completion dates out to 2028.

Hydro storage levels were well above average as of mid-July 2026, with the South Island at 145% and the North Island at 123% of mean levels. The Clutha catchment saw strong inflows, supporting overall storage and generation options.

New Zealand’s electricity demand remained broadly steady, down 0.04% on June 2025, but up 1.1% versus June 2024, during what was the warmest June on record.

What’s next for Contact Energy?

Contact Energy is maintaining its focus on expanding renewable energy, reducing unit generation costs, and delivering reliable energy for customers. Upcoming project completions, especially in solar and battery storage, are poised to increase renewable supply in the next few years.

The company’s continued investments in sustainability, along with a healthy pipeline of projects, underline its commitment to low-carbon generation and growing market share in a stable demand environment.

Contact Energy share price snapshot

Over the past 12 months, Contact Energy shares have declined 6%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 1% over the same period.

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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 post Contact Energy June 2026 earnings: Sales rise, renewables progress 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 Telix Pharmaceuticals Ltd (ASX: TLX) share price is in focus after the company posted Q2 2026 group revenue of US$247 million, up 21% on the prior year, and reaffirmed its full-year revenue guidance.

What did Telix Pharmaceuticals report?

• Q2 2026 group revenue: US$247 million, up 21% year-over-year and 7% quarter-on-quarter
• Precision Medicine revenue: US$202 million, up 30% year-over-year and 9% quarter-on-quarter
• TMS revenue: US$45 million
• FY 2026 revenue and other income expected to exceed US$1 billion, tracking towards the upper end of guidance (US$950–970 million plus US$40 million Regeneron income)
• R&D expenditure guidance updated to US$230–270 million, reflecting increased investment capacity
• Initial non-refundable payment of US$40 million received from strategic partner Regeneron

What else do investors need to know?

Telix Pharmaceuticals continues to make progress across both its Precision Medicine and Therapeutics businesses. The company achieved a key regulatory milestone for the global Phase 3 trial of TLX591-Tx in prostate cancer, with FDA alignment allowing the study to advance to Part 2 in the US. Enrolment is ongoing in several regions, including Australia and China.

In its Precision Medicine business, Telix is nearing full patient enrolment in the BiPASS Phase 3 study for initial prostate cancer diagnosis, and has completed enrolling for its Phase 3 registrational study in Japan for Illuccix. The company is also progressing new regulatory filings and expanding its manufacturing footprint with new facilities in Melbourne, Brussels, and Yokohama.

Telix finalised a major strategic collaboration with Regeneron to develop radiopharmaceutical therapies, receiving an upfront payment and creating a strong platform for future oncology programs. The company also refinanced existing convertible bonds, boosting its capital flexibility.

What did Telix Pharmaceuticals management say?

Dr. Christian Behrenbruch, Managing Director and Group CEO, said:

We delivered another quarter of growth with U.S. dose volumes increasing 7% during the quarter, driven by growing demand for Gozellix and continued strength across our PSMA imaging portfolio. This performance underscores the strength of our differentiated two-product PSMA imaging strategy and reinforces Telix’s market leadership, built on clinical differentiation, supply chain resilience and commercial execution. During the quarter, we achieved key regulatory, commercial and clinical milestones across both our Precision Medicine and Therapeutics businesses. We are tracking in line with the upper end of our FY 2026 revenue guidance and are investing further in R&D to accelerate a number of high-value programs that have the potential to create significant future growth and shareholder value

What’s next for Telix Pharmaceuticals?

Looking ahead, Telix expects FY 2026 revenue and other income to top US$1 billion, and is allocating additional funds to R&D to support the expansion of key clinical programs. Progress in product development, regulatory filings, and the new Regeneron partnership are expected to underpin further growth.

Management flagged ongoing milestones for pivotal clinical trials in both the Therapeutics and Precision Medicine businesses, as well as continued global geographic expansion. The company’s strengthened capital position will support investment in its late-stage pipeline and manufacturing capability, with a focus on bringing new therapies to market.

Telix Pharmaceuticals share price snapshot

Over the past 12 months, Telix shares have declined 40%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 1% over the same period.

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The post Telix Pharmaceuticals: Q2 2026 revenue jumps 21% 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 Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. 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.