Category: Stock Market

The WiseTech Global Ltd (ASX: WTC) share price is in focus today after the company reported a record 79% surge in revenue to US$1,395.9 million and a 54% jump in guidance EBITDA, both driven significantly by the e2open acquisition and strong AI productivity gains.

What did WiseTech Global report?

• Total revenue up 79% to US$1,395.9 million, within guidance
• Guidance EBITDA of US$585.8 million, up 54%; Reported EBITDA of US$558.4 million, up 46%
• Underlying EBITDA of US$644.5 million, up 56%; margin at 46%
• Underlying NPAT rose 29% to US$313.5 million; Statutory NPAT down 11% to US$178.7 million
• Final fully franked dividend increased 14% to 8.8 US cents per share
• Free cash flow up 43% to US$410.7 million; Underlying free cash flow up 67% to US$489.6 million

What else do investors need to know?

The e2open acquisition was a major contributor to WiseTech’s growth story this year, bringing in US$541.2 million revenue. Cost-saving programs delivered around US$115 million in annualised savings, including efficiencies from adopting AI in operations. Notably, more than 95% of CargoWise customers have transitioned to the new Value Packs commercial model, helping boost new signings—especially among SME customers.

WiseTech made strategic moves, such as acquiring FRDM.ai to expand its compliance offering (VerifyWise), and launched innovation-driven initiatives. The board also revised its structure to strengthen governance, welcoming a new permanent CEO and shifting to an independent Chair model.

What did WiseTech Global management say?

WiseTech Global’s CEO, Zubin Appoo, commented:

This was a transformational year for WiseTech. We acquired e2open to expand our offerings into adjacent markets, launched our new commercial model with more than 95% of CargoWise customers now on CargoWise Value Packs, and adopted AI across our own operations. We secured government agreements, delivering customs solutions for both the New Zealand Customs Service and the New Zealand trade community.

We added to our VerifyWise solution, acquiring FRDM.ai to accelerate supply chain compliance for exporters, importers and banks, and we continue to build out our CargoWise AI Workflow Engine and AI Management Engine to reduce the cost of global trade and logistics for our customers.

What’s next for WiseTech Global?

Looking to FY27, WiseTech is forecasting total revenue growth of 6% to 10% (US$1.48 billion to US$1.54 billion) and underlying EBITDA growth between 12% and 21%, with a margin uplift to 49%–51%. Management’s attention remains on integrating e2open, further rolling out the new commercial model, accelerating AI-driven product development, and driving margin expansion and debt reduction.

Priorities for FY27 include migrating the remaining legacy customers to Value Packs, launching new AI solutions, delivering additional regulatory solutions, and maintaining investment in R&D. The company remains committed to operating discipline and revenue quality improvement, supported by innovation and product enhancement.

WiseTech Global share price snapshot

The WiseTech Global share price has been among the worst performers on the S&P/ASX 200 index (ASX: XJO) over the last 12 months with a decline of over 60%.

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The post WiseTech Global share price: FY26 earnings soar 79% on e2open acquisition appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. 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 Kelsian Group Ltd (ASX: KLS) share price is in focus after the company announced that SeaLink Rottnest will no longer be sold as part of its planned $161 million Tourism Portfolio transaction. The original deal with Journey Beyond has now been revised, with the remaining Tourism Portfolio considered for sale at $145.8 million.

What did Kelsian Group report?

• SeaLink Rottnest has been removed from the assets to be divested to Journey Beyond.
• The revised agreed consideration for the Tourism Portfolio sale is $145.8 million.
• Sale completion remains subject to ACCC and FIRB approvals and other conditions.
• Kelsian continues to operate SeaLink Rottnest as a standalone, profitable commuter ferry business.

What else do investors need to know?

Kelsian’s decision means SeaLink Rottnest will stay within the group, continuing to operate alongside other marine ferry services across Australia. This adjustment follows feedback in the regulatory approval process and aims to strengthen the case for ACCC approval of the remaining transaction.

The sale of the updated Tourism Portfolio, valued at $145.8 million, is still subject to standard regulatory and contractual consents. Kelsian is working with Journey Beyond to satisfy these conditions and expects the sale process to complete in the first half of FY27.

What did Kelsian Group management say?

Kelsian Group CEO, Graeme Legh said:

SeaLink Rottnest is a profitable standalone, commuter ferry business with a strong brand. Kelsian intends to continue to operate SeaLink Rottnest alongside its other marine ferry operations across Australia, including the Transperth commuter ferry operation in Western Australia, which was not part of the original Tourism Portfolio sale

Having removed SeaLink Rottnest from the transaction perimeter, we are confident we have a compelling case for ACCC approval of the remaining Tourism Portfolio transaction. We continue to expect the sale to complete in 1HFY27.

What’s next for Kelsian Group?

Looking ahead, Kelsian remains focused on finalising the Tourism Portfolio divestment, minus SeaLink Rottnest, as well as maintaining and growing its ferry operations. Keeping SeaLink Rottnest allows Kelsian to further leverage its strong position in marine transport, supporting the group’s broader strategy.

The company will continue to work closely with regulators and partners to achieve all required approvals and deliver value to shareholders through its refreshed portfolio.

Kelsian Group share price snapshot

Over the past 12 months, Kelsian Group shares are flat, slightly trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Kelsian Group updates Tourism Portfolio sale, retains SeaLink Rottnest appeared first on The Motley Fool Australia.

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• Lovisa Holdings FY26 earnings: Profit and sales keep growing

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 Lovisa Holdings Ltd (ASX: LOV) share price is in focus after the company posted full year revenue of $938.8 million, up 17.6%, and net profit after tax rising 10.7% to $95.6 million.

What did Lovisa Holdings Limited report?

• Total revenue increased 17.6% to $938.8 million
• Comparable store sales rose 2.0%
• EBIT grew 14.1% to $158.2 million
• Net profit after tax climbed 10.7% to $95.6 million
• Operating cash flow up 21.0% to $294.5 million
• Full year dividend increased 11.7% to 86 cents per share

What else do investors need to know?

Lovisa opened 160 new stores during the period, finishing the year with a total of 1,136 stores across more than 50 markets. Store expansion was strongest in Europe, with 76 new stores including 34 in the UK and 20 in Germany.

The company closed 43 underperforming stores and relocated 12, signalling ongoing focus on store profitability and optimisation. Investment continued in technology, supply chain, and global retail operations to support expansion, all fully funded by existing cash flows.

What did Lovisa Holdings management say?

Lovisa’s Global Chief Executive Officer, John Cheston, said:

Lovisa has once again been able to deliver strong global sales and profit growth, with the highlights being continued growth in the Americas and Europe and another exceptional Gross Margin performance. I would like to share my appreciation to the global team for their hard work in delivering these outstanding results and continuing the global momentum of the business.

What’s next for Lovisa Holdings?

Looking ahead to FY27, Lovisa reported a solid start with total sales up 16.4% (on a constant currency basis) and comparable store sales up 3.0% in the first 8 weeks. The company aims to keep expanding its physical and digital presence, supported by a strong balance sheet and steady cash flows.

Management says they remain focused on store rollout momentum, particularly in both established and new markets, with structures in place to drive growth and enhance shareholder returns.

Lovisa Holdings share price snapshot

The Lovisa share price has been among the worst performers on the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of 33%.

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The post Lovisa Holdings FY26 earnings: Profit and sales keep growing appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Lovisa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. 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.

Three ASX shares have received fresh buy ratings from the team at Bell Potter following earnings results. 

In good news for prospective investors, price targets now indicate almost 50% upside. 

Here is what the broker had to say. 

Cedar Woods Properties Ltd (ASX: CWP)

The Australian property development company reported its full-year results yesterday.

Overall, the broker believes Cedar Woods delivered a stronger-than-expected FY26, with NPAT growth of 36%, ahead of its 30% to 35% guidance. 

Management guided to 15% NPAT growth in FY27, well above Bell Potter’s prior 7.3% forecast and consensus at 7.9%.

CWP is well placed to weather a weaker residential sales environment with FY27 and FY28 revenues 90% and c. 40% (BPe) de-risked, as well as modest gearing (18%). Beyond FY27, we see +5.9% NPAT growth in FY28 as settlement volumes continue to grow and margins remain broadly steady.

Based on this guidance, Bell Potter retained its buy recommendation and increased its price target to $9.80 (previously $9.30). 

From current levels, this indicates an upside potential of roughly 27% for these ASX shares.  

GenusPlus Group Ltd (ASX: GNP)

GenusPlus Group is an Australian infrastructure services provider specialising in the end-to-end design, construction, and maintenance of electrical transmission networks, substations, battery energy storage systems, and telecommunications infrastructure.

The company released full-year results yesterday, which included record revenue of $1.281 billion, surging 70.5% year on year, and normalised EBITDA of $100.8 million, up by nearly 50%.

The team at Bell Potter viewed the result as largely positive, with recurring revenue set to rise sharply to $764 million, a $2.2 billion orderbook, and $3.6 billion tender pipeline, while the balance sheet strengthened significantly to $380 million net cash.

GNP enters FY27 with a materially higher tender pipeline of $3.6b (vs $2.6b at 31December 2025) across the transmission, BESS, rail and wind development markets. GNP’s FY27 PE of 17.9x is undemanding; we see potential for a re-rate towards 20-22x in the short-term, a justified premium to the peer group average.

The broker retained its buy recommendation on these ASX shares, and has a $12.80 price target, indicating 47% upside from current levels. 

Propel Funeral Partners Ltd (ASX: PFP)

Propel Funeral Partners also reported full-year results yesterday.

The company posted FY26 revenue of $226.6 million, and declared a fully-franked final dividend of 6.9 cents per share.

Bell Potter said this came in at the mid-point of the guidance. 

The broker has retained its buy recommendation, and now has a $3.70 price target on these ASX shares. 

This indicates 16% upside from current levels. 

The post Three ASX shares set to rise up to 47% – Expert 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 positions in and has recommended GenusPlus Group. The Motley Fool Australia has recommended Cedar Woods Properties and GenusPlus Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Brazilian Rare Earths Ltd (ASX: BRE) share price is in focus today after the company revealed a major step forward at its Monte Alto project, with drilling results showing ultra-high-grade rare earth extensions not included in its current mineral estimate and a new growth corridor emerging in the north.

What did Brazilian Rare Earths report?

• ~10,000 m of new diamond drilling at Monte Alto has expanded the high-grade mineralised envelope by around 50% compared to the February 2026 model.
• Southern extension: 25.6 m at 17.4% TREO, including 8 m at 28.1% TREO (MADD0230).
• Eastern/down-dip extension: 9.4 m at 21.8% TREO, including 6.2 m at 25.4% TREO (MADD0093).
• Strong infill and step-out results across several fronts, with multiple intercepts exceeding 20% TREO and individual assays up to 36.5% TREO.
• Major critical mineral credits: niobium oxide up to 1.1%, scandium, tantalum and uranium also present at elevated grades.
• None of these new results are yet included in Monte Alto’s Mineral Resource Estimate or production case.

What else do investors need to know?

The new drilling campaign has established several high-grade growth fronts to the south, east/down-dip, and north of the existing Monte Alto deposit. The mineralised system remains open in all directions, and a follow-up program of over 5,000 m is already underway to test further extensions.

A standout development is the unlocking of a northern corridor, where the company now has land access for a 1,400 m drill program to bridge the gap between the main deposit and a new high-grade northern discovery. These results create a clear pathway for resource growth, with potential mine life extension or increased production following the next resource update.

What did Brazilian Rare Earths management say?

CEO & Managing Director Bernardo da Veiga said:

Monte Alto continues to deliver the two outcomes that matter most for future resource growth: exceptional high-grade mineralisation beyond the margins of the existing model and stronger geological continuity within the deposit. Drillhole MADD0230 is a standout result – 25.6 metres at 17.4% TREO, including 8 metres at 28.1% TREO – while the MADD0093 extension confirms that the same high-grade, multi-element system continues down dip. The compelling step-out drill results delivered repeatable high grades across several growth fronts, and the infill program has returned both ultra-high-grade assays and broad mineralised envelopes.

The strategic significance is clear. The current Monte Alto production case is based only on drilling available to 22 February 2026. Since then, our team has successfully expanded the interpreted mineralised envelope volume to the south and east/down dip, while continuing to deliver ultra-high grades and advancing the open northern corridor. The additional scale immediately strengthens the Project’s value proposition and, subject to conversion into Mineral Resources, could create substantial value through mine-life extension or increased annual production.

What’s next for Brazilian Rare Earths?

Brazilian Rare Earths’ immediate focus is on completing over 5,000 m of additional drilling to further test and define high-priority growth vectors around Monte Alto. A new Mineral Resource Estimate is planned for the end of 2026, which will incorporate these results for the first time.

Alongside drilling, the company is progressing mine planning and scoping work, including an ongoing pre-feasibility study that could underpin either an extended mine life or boosted annual output. Regional drilling at nearby targets also continues, underlining a broader district-scale growth strategy.

Brazilian Rare Earths share price snapshot

Over the past 12 months, Brazilian Rare Earths shares have risen 96%, outperforming the All Ordinaries Index (ASX: XAO).

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The post Brazilian Rare Earths unlocks new growth at Monte Alto with ultra-high-grade drilling appeared first on The Motley Fool Australia.

More reading

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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 FleetPartners Group Ltd (ASX: FPR) share price is in focus after the company shared an update on multiple indicative takeover proposals, including a new consortium offer of $3.85 per share in cash.

What did FleetPartners report?

• Received four non-binding, conditional acquisition proposals from separate parties, including SG Fleet, Element, ORIX, and a Sumitomo-led consortium.
• Latest proposal from the Sumitomo Consortium values FleetPartners at $3.85 per share in cash.
• Board agreed to provide all parties—including Sumitomo Consortium—with limited commercial and financial due diligence access.
• No dividends or other distributions to be declared, proposed or paid after the date of the proposal, as a condition of the consortium’s offer.
• Board remains open to engaging with new or revised proposals that benefit shareholders.

What else do investors need to know?

FleetPartners has made it clear that each proposal remains indicative and subject to further due diligence and negotiation. The Company’s board has not recommended any proposal at this stage, nor has it entered into binding agreements with any party.

Discussions are ongoing, and all potential transactions are subject to mutually accepted confidentiality agreements and further assessment. FleetPartners emphasised that there is no certainty any offer—including the latest consortium proposal—will proceed to a binding agreement.

What’s next for FleetPartners?

The board will continue to assess and engage with all interested parties to pursue outcomes in the best interests of shareholders. FleetPartners has reminded investors that shareholders do not need to take any action at this time.

Looking ahead, the company will provide updates in line with ASX continuous disclosure requirements as the process develops. Shareholders are encouraged to stay tuned for further information as offers progress.

FleetPartners share price snapshot

Over the past 12 months, FleetPartners shares have risen 51%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post FleetPartners shares in focus after multiple takeover offers 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 Duratec Ltd (ASX: DUR) share price is in focus today after the company reported a record order book of $650.8 million, up 67% on last year, and a record normalised EBITDA of $58.5 million, up 10.5% on FY25.

What did Duratec report?

• Order book reached a new high of $650.8 million (up 67% year-on-year)
• Revenue of $570.3 million, steady compared to FY25
• Normalised EBITDA increased 10.5% to $58.5 million, with EBITDA margin up to 10.3%
• Net Profit After Tax rose 4.1% to $23.8 million
• Final fully franked dividend declared at 2.5 cents per share, total for FY26 at 4.25 cents
• Strong cash position of $78.8 million at 30 June 2026

What else do investors need to know?

Duratec delivered growth across several business areas, especially in Building & Facade, which achieved record revenue and margin improvements. Its Energy segment also expanded via acquisitions and strong project delivery, including international work in Papua New Guinea. The Defence, Mining & Industrial, and Emerging Sectors businesses reported strong pipelines and improved gross margins, despite some revenue variation due to project timing.

The company further broadened its portfolio with targeted acquisitions, growing expertise in technical advisory, asset integrity and new-build facade construction. Notably, Duratec’s equity interest in DDR Australia helped ramp up indigenous employment and supply chain participation, supporting long-term social and commercial outcomes.

What did Duratec management say?

Duratec’s Managing Director, Chris Oates, said:

FY26 was another year of solid operational performance for Duratec. While revenue was broadly in line with the prior year, we delivered record EBITDA, NPAT and EBITDA margin through disciplined project selection, strong project execution and the continued expansion of our self-perform capability

During the year we continued to strengthen the Group through targeted acquisitions, enhancing our capability across fuel infrastructure, asset integrity, specialist coatings, fabrication, engineering and decommissioning. These investments broaden our participation across the asset lifecycle and position Duratec to capture a larger share of growing maintenance, integrity and sustainment markets.

Importantly, we enter FY27 with a record order book of $650.8m, reflecting a number of strategically significant projects secured during FY26 now progressing into delivery, a diversified pipeline of opportunities and a strong balance sheet. Combined with increasing recurring revenue through Master Service Agreements and annuity-style contracts, we believe Duratec is well positioned to capitalise on opportunities across its key markets and continue creating long-term value for shareholders.

What’s next for Duratec?

Looking ahead, Duratec enters FY27 with a record work pipeline and high recurring revenue streams supporting a resilient earnings outlook. Key projects—such as the HMAS Stirling Diamantina Wharf upgrade, mining maintenance, and decommissioning contracts in Australia and PNG—will drive activity in the coming year.

Management remains positive on demand across core sectors, with favourable long-term conditions expected in Defence, Energy, mining asset remediation, and infrastructure upgrades. The company’s growing role in the asset lifecycle, plus new and recurring client agreements, puts it in a strong position for sustainable growth and value creation.

Duratec Limited share price snapshot

Over the past 12 months, Duratec shares have risen 44%, outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Duratec reports record order book and dividend boost in FY26 earnings appeared first on The Motley Fool Australia.

More reading

• Duratec secures $70 million in new contracts across sectors

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 Netwealth Group Ltd (ASX: NWL) share price is in focus today after the company reported a record net profit after tax (NPAT) of $135.4 million, up 16.2%, and a fully franked final dividend of 21.0 cents per share.

What did Netwealth Group report?

• Total income rose 20.6% to $391.1 million
• EBITDA increased 18.0% to $192.9 million with a margin of 49.1%
• NPAT (excluding First Guardian expenses) was $135.4 million, up 16.2%
• Full-year dividend lifted 9.1% to 42.0 cents per share
• Funds Under Administration (FUA) hit $135.7 billion, up 20.3%
• Client accounts increased 12.4% to 182,276

What else do investors need to know?

Netwealth continued to record strong platform revenue growth across all key streams, with revenue per account up 6.7% year on year. Management pointed to strength in managed accounts, which saw funds under management surge 27.9% to $34.6 billion, cementing their role as a key growth engine.

Investments were deliberately stepped up in FY26, especially in technology, AI capabilities, product development, and supporting higher operational headcount. Netwealth also expanded its adviser and private wealth footprint, launching new capabilities such as Individual HIN and announcing a partnership with Morgan Stanley Wealth Management Australia.

What did Netwealth Group management say?

Netwealth’s CEO, Matt Heine, commented:

FY26 was a strong year for Netwealth. We delivered record Funds Under Administration, strong gross inflows, continued market share gains and attractive earnings growth, while maintaining our disciplined approach to investment and execution. Throughout the year, we continued to invest in our people, technology, governance, product capability and operational capacity. These investments are strengthening our competitive position, enhancing the client and adviser experience, and increasing our ability to support future growth.

What’s next for Netwealth Group?

Looking ahead to FY27, Netwealth is targeting FUA net flows of $18–20 billion, up as much as 30% on FY26 levels, along with an expected EBITDA margin of approximately 47%. The company’s strategic goal is to double its FUA over four years (the Dx30 ambition).

Netwealth will continue investing in technology, artificial intelligence, and client experience to maintain its growth momentum, expand into new markets and support increasing adviser and client demand.

Netwealth Group share price snapshot

Over the past 12 months, the Netwealth Group share price has significantly underperformed the S&P/ASX 200 index (ASX: XJO) with a decline of almost 40%.

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The post Netwealth Group FY26 earnings: Record profits, platform and adviser growth 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 Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. 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 Woolworths Group Ltd (ASX; WOW) share price is in focus today as the company reported a 3.6% increase in Group sales to $71.5 billion and a 15.4% gain in net profit after tax (NPAT) before significant items, reaching $1.60 billion for FY26.

What did Woolworths Group report?

• Group sales rose 3.6% to $71.54 billion.
• EBITDA before significant items lifted 6.7% to $6.09 billion.
• EBIT before significant items increased 12.7% to $3.11 billion.
• NPAT before significant items jumped 15.4% to $1.60 billion.
• Final fully franked dividend of 52 cents per share, up 15.6% from last year.
• Group eCommerce sales rose 15.9% to $10.6 billion.

What else do investors need to know?

Woolworths’ key Australian Food business saw sales rise 4.6% and EBIT up 8.5%, with improved store execution and customer offers driving growth, particularly in the second half. E-commerce was a standout, with online food sales jumping by 18.6% and boosted by expanding On Demand delivery and new tech partnerships.

In New Zealand, sales increased by 2.5% (NZ dollars), but were dampened by weaker currency and disruption from store changes. The complementary businesses segment, including Petstock and PFD, also contributed stronger profits, with Petstock’s EBIT climbing 33.5%. BIG W returned to profit after a prior year loss, reflecting better stock management and stronger own-brand ranges.

What did Woolworths Group management say?

Woolworths Group CEO Amanda Bardwell said:

The action we have taken in F26 to deliver more value for customers, greater convenience and better execution has improved customer advocacy and sales momentum in our key Australian Food business, particularly in H2. Sales momentum together with strong productivity and cost discipline has delivered solid EBIT growth with an increased contribution from all trading segments.

Looking ahead, while we expect the challenging economic environment to continue with household budgets remaining under pressure, our strategy to deliver low prices and the best range and convenience gives us confidence we can be first choice for customers while delivering for our team and shareholders in the year ahead.

What’s next for Woolworths Group?

For the first eight weeks of FY27, Woolworths reported continued strong momentum in Australian Food, with a notable boost from the Disney Ooshies collectibles campaign. The focus is set to remain on value, technology-driven efficiency, and cost control as high wage growth and economic pressures continue.

In New Zealand and BIG W, trading conditions are expected to stay subdued. Woolworths aims to recover momentum through greater convenience, value offers, and enhanced product ranges. The Moorebank supply chain precinct is expected to deliver efficiency gains as it ramps up this year, helping offset supply chain investment costs.

Woolworths Group share price snapshot

The Woolworths share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of around 16%.

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The post Woolworths Group FY26 earnings: Sales, profit and dividend all grow appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Woolworths Group. 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.

S&P/ASX 200 Index (ASX: XJO) shares are not all created equal.

Some tend to perform better when the Aussie dollar is weaker against the US dollar and other foreign currencies. And some are prone to outperform amid a stronger Australian dollar.

Now, as you’re probably aware, the Aussie dollar is trading near a three-month high against the greenback.

On Tuesday afternoon it was worth 71.48 US cents. That’s up 7.0% since 16 January, when the exchange rate stood at just 66.81 cents.

We’ll look at which ASX 200 shares may catch tailwinds from the stronger domestic currency, and which might face headwinds, below.

But first…

What’s driving the Aussie dollar higher?

The recent strength of the Australian dollar versus US currency has been driven on several fronts.

First, global currency markets appear to have gotten the jitters, with public debt in the world’s biggest economy now topping US$40 trillion.

Then there are the efforts underway by the world’s number two economy to strengthen its own currency, which could further support the Aussie dollar and change the market dynamics for certain ASX 200 shares.

According to National Australia Bank Ltd (ASX: NAB) senior FX strategist Rodrigo Catril (quoted by The Australian Financial Review):

We shouldn’t forget that when it comes to currencies and the yuan, the Aussie has the strongest correlation to it. And the People’s Bank of China has made very clear that they want to see a stronger currency.

Catril added that the ongoing war with Iran and further increases in US public debt could see the Australian keep climbing to US 72 cents.

Now one last item of importance here. Namely, that currency moves are notoriously difficult to call, so a retrace is always possible in the weeks or months ahead.

With that said…

Which ASX 200 shares could be impacted by a stronger Aussie dollar?

Keeping in mind that a range of other factors could impact the performance of these ASX 200 shares – positively or negatively – more than any changes in the AUD exchange rate with the greenback, the first company I’d avoid buying amid a strengthening Aussie dollar is BHP Group Ltd (ASX: BHP).

Now there’s a lot to like about BHP shares, particularly the mining giant’s fast growing copper exposure.

However, most of the commodities that BHP digs up and sells are denominated in US dollars, while the company reports in Aussie dollars. So, a rising AUD could crimp BHP’s international earnings.

For similar reasons I’d avoid gold mining giant Northern Star Resources Ltd (ASX: NST) in this setting. That’s because gold is priced in US dollars, so a stronger AUD could also reduce Northern Star’s revenue and profit margins.

Turning to the first ASX 200 share that could benefit from a rising AUD we find Qantas Airways Ltd (ASX: QAN).

First a rising AUD could boost international travel demand from Aussie travellers. Second, much of Qantas’ costs – think jet fuel and aircraft parts and purchases – are priced in US dollars. So, a strong Aussie dollar could increase Qantas’ profit margins and earnings.

Which brings us to the second ASX 200 share I’d buy amid a strength Australian currency, JB Hi Fi Ltd (ASX: JBH).

That’s because JB Hi-Fi imports a lot of its merchandise, often priced in US dollars or other foreign currencies. As the Aussie dollar rises, those purchase prices will come down, supporting JB Hi-Fi’s margins and earnings.

The post 2 ASX 200 shares I’d buy and 2 I’d avoid amid a surging Aussie dollar appeared first on The Motley Fool Australia.

More reading

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• I put $25,000 into BHP shares 5 years ago. Here’s what it’s worth now
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Motley Fool contributor Bernd Struben 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.