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.

The Southern Cross Electrical Engineering Ltd (ASX: SXE) share price is in focus after the company reported a 40.5% increase in underlying EBITDA to $77 million and a record final dividend, despite a dip in reported revenue.

What did Southern Cross Electrical Engineering report?

• Underlying EBITDA: $77.0 million, up 40.5% on last year’s record result
• Underlying NPAT: $39.4 million, up 24.3% year-on-year
• Revenue: $718.7 million, down 10.3% after finishing two major projects
• Final dividend: 7.5 cents per share, fully franked, with total FY26 dividends up 33.3%
• Record cash balance: $261.5 million
• Order book: $810 million, up 18.2% on last year

What else do investors need to know?

SCEE’s sector mix is evolving, with over 40% of this year’s revenue coming from adjacent non-electrical fields such as fire safety, security, and communications. The Force Fire business, acquired last year, contributed strongly and exceeded expectations.

The statutory result was affected by a $46.1 million settlement related to the WestConnex M5 tunnel project dispute, reducing statutory NPAT to $7.1 million. However, these costs were excluded from the underlying performance metrics.

The company raised $144.7 million through a major equity raising and remains debt-free, which together with expanded finance facilities, give it significant firepower for future acquisitions and growth.

What did Southern Cross Electrical Engineering management say?

Commenting on the results, SCEE Group Managing Director Graeme Dunn said:

The 2026 financial year has seen the group deliver record profitability and returns to shareholders while setting the platform on which we will deliver our significant forecast growth in FY27 and beyond. We have a record order book and cash balance, an unprecedented pipeline of data centre opportunities and significant exposure to Australia’s energy transition and infrastructure spend. We remain committed to delivering further acquisitions and maximising the benefits of our diversified multi-disciplinary offering.

What’s next for Southern Cross Electrical Engineering?

SCEE has provided EBITDA guidance of at least $100 million for FY27—a 30% increase—supported by a strong project pipeline in data centres, infrastructure, and renewable energy developments. The company is actively exploring acquisition opportunities to diversify further, with new financing facilities ready to fund expansion.

Management expects to capture growth through both organic projects and acquisitions, with no current material constraints flagged. SCEE’s strategic focus on Australia’s electrification and decarbonisation trends continues to shape its work and expansion plans.

Southern Cross Electrical Engineering share price snapshot

Over the past 12 months, SCEE Group shares have risen 133%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Southern Cross Electrical Engineering: Record FY26 profit, cash, and dividends 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 Southern Cross Electrical Engineering. 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 Fletcher Building Ltd (ASX: FBU) share price is in focus after the company reported a return to profit for FY26, with EBIT up 26% and net earnings of $228 million, marking a significant turnaround from last year’s loss.

What did Fletcher Building report?

• Revenue from continuing operations rose 7.3% to $6.0 billion
• EBIT (before Significant Items) from continuing operations lifted 26% to $414 million
• Net profit after tax was $228 million, a swing from a $419 million loss in FY25
• Net cash from operating activities increased to $715 million (up from $501 million)
• Net debt reduced to $637 million, down from $999 million
• No final dividend declared for FY26

What else do investors need to know?

Fletcher Building’s improved performance followed the divestment of its Construction division and other non-core operations, with proceeds used to strengthen the balance sheet. Core manufacturing divisions delivered resilient results in a challenging market, supported by strong cost and capital discipline.

Despite the profit rebound, returns on invested capital remain below company targets. The group’s dividend policy will be reviewed and reset once positive free cash flow is being generated and net debt is within target levels. Management highlighted safety improvements, continued investment in leadership, and progress on sustainability goals.

What did Fletcher Building management say?

Managing Director & CEO Andrew Reding said:

Fletcher Building is significantly more resilient than it was twelve months ago. We have moved at pace to improve our business model, and the strategic reset we set out last year is now starting to deliver tangible results. Our portfolio has been simplified with the divestment of the Construction division and other non-core operating units, and we used the proceeds to strengthen our balance sheet.

What’s next for Fletcher Building?

Fletcher Building expects ongoing market uncertainty to weigh on near-term performance, particularly in the first half of FY27. While market volumes showed gradual improvement in the second half of FY26, a meaningful recovery is not expected until calendar 2027. Management says priorities remain on cost control, completing remaining legacy projects, and ensuring the group is well positioned when conditions improve.

Lower capital expenditure and a continued focus on operational efficiency are set to support further balance sheet strengthening. The dividend policy will be reset when financial targets are achieved.

Fletcher Building share price snapshot

It has been a positive 12 months for the Fletcher Building share price. During this time, the company’s shares have outperformed the S&P/ASX 200 index (ASX: XJO) with a gain of 10%.

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The post Fletcher Building returns to profit in FY26, EBIT up 26% 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.