Author: openjargon

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.

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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.

The Lottery Corporation Ltd (ASX: TLC) share price is in focus after the company announced resilient FY26 results, with a maintained fully franked full-year dividend and continued growth in its Keno business, despite rare unfavourable jackpot outcomes.

What did The Lottery Corporation report?

• Revenue of $3,582.5 million, down 2.7% on the prior year
• EBITDA (before significant items) of $736.1 million, down 1.8%
• NPAT (before significant items) of $342.5 million, down 6.3%
• Full-year dividend of 16.5 cents per share, fully franked, unchanged from last year
• Keno revenue grew 3.0% to $364.3 million; Keno EBITDA up 6.2% to $109.5 million
• Operating expenses reduced by $11.2 million to $295.9 million

What else do investors need to know?

The Lottery Corporation faced historic low jackpot outcomes this year, with no $100 million Powerball draw for the first time since FY21 and no Oz Lotto $50 million jackpot since FY17. These factors led to notable declines in jackpot game turnover and revenue but were partly offset by price increases and disciplined expense management.

A standout event was the 40-year extension of the Victorian lottery licence, significantly increasing certainty and duration of earnings. This extension also triggered a planned change to the company’s dividend policy, shifting to 80–100% of NPATA (before significant items) from FY27, to better reflect underlying cash flow.

What did The Lottery Corporation management say?

Lottery Corporation’s CEO, Wayne Pickup, commented:

The Lottery Corporation’s infrastructure-like qualities were again evident in FY26, underpinned by our long-dated licences, trusted brands, scaled distribution and reliable cash generation. The recent 40-year extension of the Victorian lottery licence has structurally lowered the risk of our business, extended the duration of our licence base and reinforced our strong investment-grade credit rating.

What’s next for The Lottery Corporation?

Looking to FY27, management is focused on driving growth through further digital innovation and product refreshes, including price changes to Set for Life and a new Oz Lotto variant subject to approval. The company aims to expand its digital customer base, launch new retail terminals, and enhance instant-win game offerings.

The business will remain disciplined with costs and capital allocations, targeting $305–315 million in FY27 operating expenses. Strategic investment in technology and customer engagement is expected to underpin sustainable long-term growth, even as jackpot-driven revenues naturally fluctuate.

The Lottery Corporation share price snapshot

The Lottery Corporation share price has moved broadly in line with the S&P/ASX 200 index (ASX: XJO) over the past year, with performance reflecting both sector trends and jackpot variability.

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The post The Lottery Corporation FY26 earnings: steady results, dividend held 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 positions in and has recommended The Lottery Corporation. The Motley Fool Australia has recommended The Lottery Corporation. 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 Stockland Corporation Ltd (ASX: SGP) share price is in focus today as the property group reported a statutory profit up 20.2% to $994 million for FY26, and post-tax Funds From Operations (FFO) rising 10.4% to $892 million, hitting the top end of its guidance range.

What did Stockland report?

• Statutory profit up 20.2% to $994 million
• Post-tax FFO up 10.4% to $892 million; FFO per security of 36.9 cents
• Net Tangible Assets (NTA) per security rose 4.0% to $4.39
• Full year distribution steady at 25.2 cents per security; payout ratio of 69%
• Development FFO surged 17.3% to $540 million
• Gearing at 22.7%, within its 20–30% target range

What else do investors need to know?

Stockland has made significant progress with its capital partnering strategy. It welcomed prominent global partners—including Morgan Stanley Real Estate, EdgeConneX and Mercer—across retail, data centre, and land lease sectors. Approximately $1.5 billion of third-party capital was raised during the year, and $0.7 billion was recycled, reflecting continued capital discipline.

Operationally, Stockland settled 8,902 lots in its Masterplanned Communities (up 30% year on year) and 777 homes in its Land Lease Communities (up 48%). The group also secured power for around 450MW of future data centre development, highlighting its push into digital infrastructure.

What did Stockland management say?

Managing Director and CEO Tarun Gupta said:

FY26 was a year of strong execution. We delivered FFO per security at the top end of guidance, achieved record development settlement volumes and maintained disciplined capital management. We grew sales by 53% across our Masterplanned Communities and Land Lease platforms, delivering more affordably-priced housing solutions for Australians.

What’s next for Stockland?

Looking ahead to FY27, Stockland expects to maintain its distribution at 25.2 cents per security, with FFO per security guidance of 38.0 to 39.0 cents. The company is targeting between 7,300 and 8,300 Masterplanned Community settlements and plans to continue growing its Land Lease platform, targeting 850 to 950 settlements. Management believes growth in other business areas will offset a lower contribution from community settlements in the coming year.

Stockland is also expecting its data centre developments to start delivering FFO in FY27, complementing steady income growth from its core investment portfolios.

Stockland share price snapshot

The Stockland share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a disappointing decline of almost 30%.

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The post Stockland profit up 20% as development surges: FY26 results and outlook 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 Hansen Technologies Ltd (ASX: HSN) share price is in focus today after the company announced a major CEO succession, with Stuart MacDonald set to become CEO and Andrew Hansen transitioning to Executive Chair. The company also confirmed the retirement of long-serving Chair David Trude.

What did Hansen Technologies report?

• Appointment of Stuart MacDonald, former Chief Operating Officer at TechnologyOne, as Chief Executive Officer, effective 19 November 2026.
• Transition of current CEO and Managing Director Andrew Hansen to Executive Chair on the same date.
• Retirement of Chair David Trude after more than 15 years of service to the company.
• Succession plan designed to maintain strategic oversight, stakeholder engagement, and support continued growth, including M&A activity.
• Details of incoming CEO’s remuneration: TFR of $1.1 million, STI opportunity up to 100% of TFR, and LTI participation.

What else do investors need to know?

Hansen’s Board believes the Executive Chair structure will help ensure a smooth transition and continuity of leadership. The company’s ongoing strategy includes growing through acquisitions and maintaining strong relationships with global customers across the energy, utilities, and communications sectors.

Stuart MacDonald’s experience at TechnologyOne, particularly with SaaS transitions, UK expansion, and AI strategy, is seen as highly relevant for Hansen’s next growth phase. The Board thanked outgoing Chair David Trude for his significant contribution over the past decade and a half.

What did Hansen Technologies management say?

Chief Executive Officer and Managing Director Andrew Hansen said:

This has been a very thorough and considered succession planning process, led by the Board and supported by our executive leadership team and I am delighted to be bringing Stuart on board. Stuart is a proven enterprise software leader with deep experience in scaling software businesses, building high-performance teams, strengthening customer outcomes and creating clear market narratives. His experience at TechnologyOne is highly relevant to Hansen’s next chapter. The Board believes Stuart brings the right combination of sales and marketing capability, product understanding, customer focus, commercial discipline and leadership to build on our foundations and accelerate sustainable growth. In my new role as Executive Chair, I will focus on Hansen’s strategy and our M&A agenda as we continue to build the Company for the future. On behalf of the Board and everyone at Hansen, I also want to sincerely thank David Trude for his outstanding service and dedication to the Company over many years. David’s leadership, counsel and stewardship as Chair have been instrumental to Hansen’s success over the journey, and we wish him all the very best in his retirement.

What’s next for Hansen Technologies?

Investors can expect Hansen Technologies to focus on accelerating its growth strategy under Stuart MacDonald’s leadership, including leveraging his SaaS and AI experience. Andrew Hansen’s continued involvement as Executive Chair aims to ensure strategic continuity and active pursuit of merger and acquisition opportunities.

The Board will review Andrew Hansen’s remuneration and involvement as Executive Chair in May 2027, reflecting the evolving needs and oversight requirements of the business as it moves forward.

Hansen Technologies share price snapshot

Over the past 12 months, Hansen Technologies shares have declined 29%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Hansen Technologies appoints new CEO as Andrew Hansen becomes Executive Chair 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 Whitehaven Coal Ltd (ASX: WHC) share price is in focus today after the coal miner posted FY26 revenue of $5.4 billion and net profit after tax of $385 million, despite tough coal markets and a $79 million shareholder dividend.

What did Whitehaven Coal report?

• Revenue of $5,401 million, down 7% on FY25
• Net profit after tax (NPAT) attributable to members was $385 million, down 41%
• Underlying NPAT of $227 million, down 29%
• Underlying EBITDA of $1,250 million, down 8%
• Final fully franked dividend of 6 cents per share (total FY26 payout: 10 cents per share)
• Group ROM coal production increased 3% to 40.3 million tonnes

What else do investors need to know?

Whitehaven delivered strong operational performance across its Queensland and New South Wales mines, with managed coal production reaching the top end of its guidance range. The acquisition and integration of the Daunia and Blackwater mines continued to add value, while a debt refinancing in April 2026 reduced borrowing costs and extended maturities.

The company generated solid cash from operations but saw a significant profit drop due to softer coal prices, a higher Australian dollar, and lower equity sales from Blackwater post sell‑down. Costs were kept in check, with a 5% fall in unit cost per tonne to $132, despite higher input costs, particularly for diesel.

What’s next for Whitehaven Coal?

Looking ahead, Whitehaven expects FY27 managed ROM coal production to be in the range of 38–41 million tonnes. Management remains focused on disciplined cost control and productivity, particularly as energy, commodity, and currency markets stay volatile. Development work continues at projects like the Vickery Extension and the Winchester South metallurgical coal project, with a final investment decision dependent on market conditions and capital allocation priorities.

The company aims to further reduce its cost base, continue returning capital to shareholders through dividends and buybacks, and invest in growth opportunities that support long‑term value.

Whitehaven Coal share price snapshot

The Whitehaven Coal share price is up 17% over the past 12 months, outperforming the S&P/ASX 200 index (ASX: XJO), which is up 2% over the same period.

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The post Whitehaven Coal FY26 earnings: profit dips but cost control and dividend highlight result 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 Superloop Ltd (ASX: SLC) share price is in focus today as the company reported a 33% increase in underlying EBITDA to $122.7 million and a 21.6% jump in revenue to $664.3 million for FY26.

What did Superloop report?

• Reported revenue up 21.6% to $664.3 million
• Underlying EBITDA up 33.1% to $122.7 million, exceeding upgraded guidance
• Net profit after tax rose to $17.5 million, up from $1.2 million in FY25
• Free cash flow increased 50% to $84.4 million
• Customer base grew by 205,000 to a total of 935,000
• Group nbn market share up 1.9 percentage points to 8.5%

What else do investors need to know?

Superloop successfully completed its three-year Double Down strategy in FY26, driving scale, improved margins and strong cashflow. Integration of the Frontier and Lynham acquisitions helped nearly double Smart Communities contracted lots to around 190,000, bolstering future annuity earnings.

All three business segments – Consumer, Business and Wholesale – delivered revenue and gross profit growth, with the Consumer segment now serving 501,000 customers. Investment in digital and AI solutions drove efficiency, with group margin and operating leverage improving further.

The Group finished the year with $101.7 million in cash and net debt of approximately $128 million, strengthening its capacity to support organic growth and selective acquisitions.

What did Superloop management say?

Superloop’s CEO, Paul Tyler, commented:

Three years ago, we launched Double Down to build a larger, more profitable and highly cash-generative business. FY26 marks the successful completion of that strategy. We delivered on every commitment we made and finished the year with Underlying EBITDA of $122.7 million, above the top end of our upgraded guidance range. Our growth momentum is continuing. The integration of the Frontier and Lynham acquisitions into Smart Communities has yielded a scaled infrastructure platform that will continue to convert contracted lots into high-margin annuity earnings for years to come.

We grew all three customer segments while improving group margin, demonstrating the operating leverage inherent in our business model. Strong cash generation gives us the ability to fund further investment in the network, support customer growth and act on acquisitions where we see opportunity to create shareholder value. We look forward to the next phase of growth under SuperCharge29.

What’s next for Superloop?

Superloop is now turning to its new “SuperCharge29” strategy, targeting more than $1 billion in group revenue, $200 million in underlying EBITDA, and over 30% reported EPS growth CAGR by FY29. Future investment will be focused on balancing organic growth, expansion of Smart Communities, and selective acquisitions that create further shareholder value.

FY27 guidance will be provided in November, with management emphasising a disciplined approach to growth and a strong balance sheet to support strategic opportunities.

Superloop share price snapshot

It has been a subdued 12 months for the Superloop share price. During this time, the company’s shares have trailed the S&P/ASX 200 index (ASX: XJO) with a decline of around 4%.

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The post Superloop FY26 earnings: EBITDA up 33% as customer growth surges 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 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.