The Downer EDI Ltd (ASX: DOW) share price is in focus today after the company reported a 29.8% jump in statutory NPAT to $98 million and improved its EBITA margin to 4.6%, topping management targets.

What did Downer EDI report?

• Statutory NPAT up 29.8% to $98 million
• Underlying NPATA up 7.0% to $136.1 million
• EBITA increased 11.2% to $227.1 million (margin up to 4.6%)
• Revenue down 6.9% to $4,860.7 million, reflecting divestments and a focus on quality earnings
• Fully franked interim dividend of 12.9 cents per share, up 19.4%
• Cash conversion was strong at 90.5%, exceeding targets

What else do investors need to know?

Downer’s ongoing portfolio simplification is almost complete, with major divestments including its 49% stake in Keolis Downer and a non-core New Zealand cleaning business. This sharpened their focus on markets aligned with their technical strengths.

Despite a dip in revenue—largely in line with expectations—Downer boosted its work-in-hand by nearly 9% to $38.2 billion, thanks to new contracts across energy, water, defence, and transport. The company also flagged sustained cost control, contract margin improvements, and a stronger balance sheet as key drivers of its solid result.

Safety remains a top priority, although worksite incidents did impact results. The company is also progressing on succession, welcoming a new leader for its Transport & Infrastructure arm in April 2026.

What did Downer EDI management say?

Managing Director and Chief Executive Officer Peter Tompkins said:

We have expanded our margin and grown the bottom line, improved the quality and predictability of earnings, increased work-in-hand, and strengthened our balance sheet. These outcomes reflect our focus on enhanced contract performance, tighter risk controls, and the continued embedment of a culture of accountability across the organisation.

What’s next for Downer EDI?

Downer expects FY26 revenue to be slightly below the previous year’s pro forma figure, with further gains targeted for earnings and EBITA margins. They are aiming for underlying NPATA of $295 million to $315 million, depending on stable economic and market conditions.

The medium-term ambition is for a compound annual revenue growth rate of 4–5% out to FY30, underpinned by their expanding order book and strong position across key infrastructure and government markets.

Downer EDI share price snapshot

Over the past 12 months, Downer EDI shares have rise 45%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 9% over the same period.

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The post Downer EDI earnings: Profit rises, margin tops target, order book grows appeared first on The Motley Fool Australia.

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• Whitehaven Coal posts H1 FY26 profit, declares 4c dividend as guidance maintained
• Is it time to buy this resurgent ASX 200 share?
• Charter Hall Group boosts half-year profit and lifts guidance for FY26
• Goodman Group posts $1.2b profit and expands data centre pipeline
• Zip reports record 1H FY26 cash earnings and upgrades guidance

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 S&P/ASX 200 Index (ASX: XJO) share James Hardie Industries plc (ASX: JHX) has seen enormous volatility over the last 12 months, as the chart below shows. Experts don’t think the business has finished rising.

The global building products business lost a lot of shareholder confidence last year, but its results are winning back investors bit by bit.

James Hardie recently announced its quarterly result for the three months to 31 December 2026. Let’s remind ourselves what the business revealed.

Earnings recap of the ASX 200 share

In the quarterly result, the ASX 200 share revealed that net sales rose by 30% to $1.24 billion. Adjusted operating profit (EBITDA) rose 26% to $329.9 million, operating income (operating profit) declined 15% to $176.2 million, and net profit declined 52% to $68.7 million.

Broker UBS said that the EBITDA was 7% ahead of analyst expectations and the mid-point of guidance, though there is still weakness in some individual divisions. The company said that market conditions remain “challenged”.

The business is still guiding that the FY26 fourth quarter EBITDA will be between $347 million to $378 million, compared to the current UBS estimate of $385 million.

Additionally, FY26 EBITDA guidance was raised to between $1.23 billion to $1.26 billion, compared to UBS’ estimate of $1.27 billion.

Is the James Hardie share price a buy?

UBS explained that it sees both positive green shoots and challenges for the ASX 200 share. The broker said:

JHX did not provide formal guidance on FY27, but said it expects to return to organic growth in Siding & Trim, with a renewed emphasis on delivering fiber cement siding material conversion and associated PDG. In our view, the outlook for FY27 and the path to a recovery in US housing activity is still challenged by (1) persistently low consumer confidence, (2) ongoing housing affordability challenges, and (3) elevated housing inventory in key homebuilding states.

For FY27, we forecast EBITDA growth of 18% to $1.496bn, which assumes siding volumes +2% (R&R/SF broadly flat and PDG +2%) with ASP +2%, cost and commercial synergies of around $30mn each and a full-year contribution from AZEK.

Longer term, we expect JHX to benefit from the structural underbuild of US housing and the identified material conversion opportunities in both siding and decking. However, in the short term, we also expect the stock to track broader sentiment on the US housing cycle, where we note visibility over the shape of any recovery in activity is dependent on improving consumer confidence and greater support from lower mortgage rates.

UBS has a neutral rating on the business with a price target of $41, which is a possible rise of around 15%, if the broker turns out to be correct.

The broker forecasts the business could generate US$606 million of net profit in FY26, US$698 million in FY27 and US$915 million in FY28. Rising profit is usually a very useful tailwind for sending the share price of a business higher.

The post Is it time to buy this resurgent ASX 200 share? appeared first on The Motley Fool Australia.

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• Downer EDI earnings: Profit rises, margin tops target, order book grows
• Charter Hall Group boosts half-year profit and lifts guidance for FY26
• Goodman Group posts $1.2b profit and expands data centre pipeline
• Zip reports record 1H FY26 cash earnings and upgrades guidance

Motley Fool contributor Tristan Harrison 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.

The Charter Hall Group (ASX: CHC) share price is in focus today after reporting a 21.6% lift in operating earnings per security to 50.5 cents and a 6% increase in its distribution per security for the half-year to 31 December 2025.

What did Charter Hall report?

• Operating earnings of $238.8 million, with post-tax operating earnings per security (OEPS) of 50.5 cents, up 21.6% on the prior period
• Statutory earnings after tax reached $272.8 million
• Distribution per security increased by 6% to 24.8 cents
• Gross equity inflows of $4.8 billion over the period
• Funds under management (FUM) rose to $92.2 billion, including $73.6 billion in Property FUM
• Property Investment portfolio valued at $2.8 billion with 97.1% occupancy rate

What else do investors need to know?

Charter Hall completed $9.8 billion in gross transactions during the half, with its development pipeline sitting at $17.9 billion after delivering $0.8 billion in new buildings. The platform’s available liquidity stood at $7.8 billion, and the Group maintained low balance sheet gearing of 7.7%.

The company’s ESG initiatives remain a focus. Charter Hall reached Net Zero operations as of 1 July 2025, installing an extra 3.7MW of solar in the period. Its total on-site solar now stands at 89.7MW, with more in the pipeline.

The mix of tenants in its properties is highly diversified, with government tenants making up 28% of income and a strong representation of listed and global companies. Portfolio occupancy remains robust at 97.1% and average lease term (WALE) of 8.2 years.

What did Charter Hall management say?

Managing Director & Group CEO David Harrison said:

Charter Hall continues to deliver strong performance across the platform for both our investor and tenant customers. During the period, pro-forma Group FUM increased to $92.2 billion and pro-forma Property FUM reached a record $73.6 billion.

Our focus remains firmly on generating long-term value for our investors. Multi-decade strategic decisions including sectors, markets and asset selection, redevelopment initiatives, and capital deployment, are all translating into significant value creation. The scale of our business, across all core property sectors in every region of Australia, reinforces our strength as we maintain disciplined focus on a single objective: enhancing value for our investor and tenant customers.

What’s next for Charter Hall?

The Group raised its FY26 operating earnings guidance to 100 cents per security, which would be a 22.9% increase on FY25, assuming current market conditions hold. Distribution per security is forecast to grow by 6% for the full year.

Charter Hall sees continued opportunity for capital deployment, supported by strong liquidity and constrained supply in commercial property markets. With a healthy pipeline and a focus on modern, sustainable assets, management believes the group is well-placed for growth.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 45%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Charter Hall Group boosts half-year profit and lifts guidance for FY26 appeared first on The Motley Fool Australia.

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• Whitehaven Coal posts H1 FY26 profit, declares 4c dividend as guidance maintained
• Downer EDI earnings: Profit rises, margin tops target, order book grows
• Is it time to buy this resurgent ASX 200 share?
• Goodman Group posts $1.2b profit and expands data centre pipeline
• Zip reports record 1H FY26 cash earnings and upgrades guidance

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 Goodman Group (ASX: GMG) share price is in focus after the company reported a half-year operating profit of $1.2 billion, and increased its data centre pipeline with 73% of development activity now in that sector.

What did Goodman Group report?

• Operating profit of $1,203.5 million for the half year
• Operating earnings per security (OEPS) of 58.5 cents
• Statutory profit of $824.7 million
• Distribution per security of 15.0 cents (forecast 30.0 cents for FY26)
• Gearing reduced to 4.1% (17.8% look-through)
• Portfolio occupancy at 95.9%, with like-for-like net property income growth of 4.2%

What else do investors need to know?

Goodman ramped up its data centre development, now making up nearly three-quarters of its $14.4 billion work in progress, as global demand for digital infrastructure keeps rising. The Group also boosted its global power bank to 6.0 GW across 16 major cities, putting it in a strong position to deliver large-scale data centre projects over the next year.

The company maintains a solid financial footing, with $5.2 billion in liquidity and interest cover of 133.1 times. External assets under management grew to $75.2 billion, supported by new partnerships in Europe and North America to fund both logistics and data centres.

What did Goodman Group management say?

Group Chief Executive Officer Greg Goodman said:

Goodman Group has delivered operating profit of $1.2 billion. Importantly, we’re continuing to provide high quality essential infrastructure for the digital economy in supply constrained markets. We’re building into strong demand for metro locations across both logistics and data centres. Large scale logistics customers are targeting productivity and efficiency gains through increased automation and consolidation. Data centre customers require facilities with low-latency and high connectivity to meet the unprecedented levels of capex spending forecast across the sector. Goodman is set to benefit from these structural shifts given the quality and location of our sites, and our track record of developing complex infrastructure. Power, sites and capital are critical to being able to service demand and provide delivery certainty for customers. Our power bank has grown to 6.0 GW on sites we own across 16 metro markets. Our balance sheet is strong, with significant liquidity to commence construction. We are on track to have data centre projects, providing 0.5 GW of power, in development by the end of FY26. This will take work in progress up to approximately $18 billion by 30 June. We are partnering with large investors to fund multi-year development programs, having established a $14 billion data centre development Partnership in Europe and a $2 billion logistics Partnership in North America. Our engagement with data centre customers is progressing well across multiple sites, with commitments expected in 2026.

What’s next for Goodman Group?

Looking ahead, Goodman expects demand for digital infrastructure and logistics space to outstrip supply in coming years, especially in key metro markets. The company aims to have $18 billion of developments underway by June 2026, with further growth in both data centre and logistics projects backed by a robust balance sheet and strong capital partnerships.

The Group reiterated a target of 9% growth in FY26 operating earnings per security, but notes this remains subject to stable market conditions.

Goodman Group share price snapshot

Over the past 12 months, Goodman Group shares have declined 9%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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The post Goodman Group posts $1.2b profit and expands data centre pipeline appeared first on The Motley Fool Australia.

More reading

• Whitehaven Coal posts H1 FY26 profit, declares 4c dividend as guidance maintained
• Downer EDI earnings: Profit rises, margin tops target, order book grows
• Is it time to buy this resurgent ASX 200 share?
• Charter Hall Group boosts half-year profit and lifts guidance for FY26
• Zip reports record 1H FY26 cash earnings and upgrades guidance

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 Goodman Group. The Motley Fool Australia has recommended Goodman 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 Zip Co Ltd (ASX: ZIP) share price is in focus today after the company reported record cash EBTDA of $124.3 million, up 85.6% on the prior corresponding period, and total income of $664 million, a 29.2% increase.

What did Zip report?

• Cash EBTDA rose to $124.3 million, up 85.6% year-on-year
• Total income reached $664.0 million, up 29.2% vs 1H25
• Total transaction volume (TTV) hit $8.4 billion, an increase of 34.1%
• Operating margin improved to 18.7% (from 13.0% in 1H25)
• Net bad debts were 1.7% of TTV, in line with management targets
• Active customers grew to 6.6 million (+4.1%), with merchants up 10.5% to 90,600

What else do investors need to know?

Zip saw strong momentum in both its US and ANZ businesses. The US delivered significant transaction and revenue growth, supported by new merchant signings and technology partnerships. Active customers in the US rose nearly 10%, with expanded offerings like Pay-in-2 contributing to engagement.

In Australia and New Zealand, revenue and receivables returned to growth, aided by new feature launches and strategic integrations. The company completed a $100 million on-market share buyback and reported a strengthened balance sheet, with $239 million in available cash and liquidity as at 31 December 2025.

What did Zip management say?

Chief Executive Officer and Managing Director Cynthia Scott said:

Zip continues to increase profitability at scale, driving cash earnings growth of 85.6% and significant operating margin expansion during the half… We are well-positioned to continue executing against our FY26 strategic priorities and delivering profitable growth at scale. Following a strong first half, Zip has upgraded its FY26 guidance for operating margin and cash EBTDA as a % of TTV while reconfirming its other target ranges.

What’s next for Zip?

Looking ahead, Zip aims to keep building its US presence, with CEO Cynthia Scott set to relocate to the United States in the second half of 2026 to support this focus. The business reconfirmed its FY26 guidance for revenue margin and TTV growth while providing upgraded targets for operating margin and cash EBTDA as a percentage of TTV.

Zip will also continue to enhance its products and technology, with further rollouts of features like ‘Money Coach’ and expanded AI-driven customer experiences. Subject to favourable market conditions, the company is considering a potential dual listing in the US.

Zip share price snapshot

Over the past 12 months, Zip shares have risen 10%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Zip reports record 1H FY26 cash earnings and upgrades guidance appeared first on The Motley Fool Australia.

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• Zip shares crash 33% on results day
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• Is it time to buy this resurgent ASX 200 share?
• Charter Hall Group boosts half-year profit and lifts guidance for FY26

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 Codan Ltd (ASX:CDA) share price is in focus today after the company posted a half-year revenue increase to $393.5 million, up 29% over the prior period, alongside NPAT growth of 55% to $71.2 million and a fully franked interim dividend of 19.5 cents per share.

What did Codan report?

• Group revenue rose 29% to $393.5 million
• Net profit after tax (NPAT) up 55% to $71.2 million
• Earnings before interest and tax (EBIT) increased 52% to $99.8 million
• Earnings per share jumped 54% to 39.2 cents
• Interim dividend of 19.5 cents per share, fully franked – up 56%
• Orderbook in Communications segment up 19% to $294 million

What else do investors need to know?

Codan’s Communications division experienced revenue growth of 19% to $221.8 million and maintained profit margins despite some temporary headwinds in the Zetron Americas business. Its DTC unit saw strong demand from the defence and unmanned systems sector, especially for technologies suited to contested environments.

The Metal Detection (Minelab) business delivered a standout half, with revenue up 46% and segment profit up 86% thanks to gold detector demand in West Africa and robust sales globally. Minelab also continued to invest in new products, launching several detectors and signalling more to come.

Codan’s balance sheet remains healthy, with net debt at $88.2 million and significant undrawn facilities providing flexibility for future acquisitions and investment.

What did Codan management say?

Managing Director & CEO Alf Ianniello said:

Codan has delivered another strong financial result for the first half of FY26, with Group revenues growing 29% to $394 million, and both EBIT and NPAT up by more than 50% versus the first half of FY25. The Group’s performance reflects disciplined execution of our strategic plan, favourable market conditions in key regions, and the benefits of our diversified technology portfolio.

What’s next for Codan?

Codan expects underlying demand in both Communications and Metal Detection to remain strong, targeting growth in its technology-driven segments. The company plans to continue investing in engineering and new product development to sustain its competitive edge and is open to strategic acquisitions to diversify its earnings base.

Leadership changes are on the horizon, with long-serving CFO Michael Barton set to retire in August 2026, to be succeeded by Deputy CFO Kayi Li. Codan is ensuring a smooth transition, with continued support from Barton throughout the following year.

Codan share price snapshot

Over the past 12 months, Codan shares have risen 102%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Codan H1 FY26 earnings surge; Minelab delivers standout half appeared first on The Motley Fool Australia.

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• Downer EDI earnings: Profit rises, margin tops target, order book grows
• Is it time to buy this resurgent ASX 200 share?
• Charter Hall Group boosts half-year profit and lifts guidance for FY26
• Goodman Group posts $1.2b profit and expands data centre pipeline

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 Brambles Ltd (ASX: BXB) share price is in focus today after releasing its half-year 2026 results, with new business momentum helping lift group sales revenue by 2% to US$3.53 billion and underlying profit up 7% to US$792 million.

What did Brambles report?

• Sales revenue (continuing operations): US$3,533.5 million, up 2% (constant FX)
• Underlying Profit and Operating profit: US$792.0 million, up 7% (constant FX)
• Operating profit after tax: US$507.4 million, up 11%
• Basic EPS (continuing operations): 37.2 US cents, up 13%
• Free Cash Flow before dividends: US$481.7 million, up US$52.5 million
• Interim dividend: 23.00 US cents per share, up 21% on 1H25

What else do investors need to know?

Brambles managed to offset weaker consumer demand in key markets, like the US and Europe, with strong net new customer growth. The company also benefited from operational efficiencies and disciplined cost control, helping expand margins despite flat overall volumes.

During the half, Brambles invested in digital and asset quality initiatives, enhanced customer service levels, and continued its share buy-back program, purchasing US$191 million worth of shares as part of a planned US$400 million FY26 buy-back.

The company continues to push its Serialisation+ technology program, with significant customer uptake in Chile and ongoing pilot programs in the US and UK. These digital initiatives are aimed at further improving supply chain visibility and efficiency for customers.

What did Brambles management say?

Brambles’ CEO Graham Chipchase, said:

We delivered a resilient first-half result, with strong operating leverage and free cash flow outcomes, despite ongoing demand headwinds in key markets. This performance demonstrates our sustained focus on increasing the value we bring to customers’ supply chains, maintaining commercial discipline as we grow and delivering efficiencies across all parts of the business.

What’s next for Brambles?

Brambles updated its FY26 outlook off the back of first-half results. It now expects full-year sales revenue growth of 3–4% at constant currency (narrowed from 3–5%), while Underlying Profit growth guidance remains unchanged at 8–11%. Free Cash Flow before dividends is upgraded to between US$950–1,100 million (was US$850–950 million).

Management notes that while consumer demand may stay subdued, ongoing cost efficiencies and strong net new business wins should provide resilience. Investments in automation, digitisation, and the Serialisation+ rollout are expected to support Brambles’ long-term growth and customer value.

Brambles share price snapshot

Over the past 12 months, Brambles shares have risen 20%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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The post Brambles profit up, cash flow upgraded in half-year 2026 earnings 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.

Over the last 12 months, CAR Group Ltd (ASX: CAR) has seen its share price fall by over 30%. From cost-of-living pressures to emerging fears about generative AI, the online vehicle marketplace is facing some significant headwinds.

However, it delivered solid H126 results last week and is a company that has shown it can evolve. Here’s what’s happening and why I believe there is significant upside right now.

What is driving the CAR Group share price down?

CAR Group runs online vehicle marketplaces in Australia, South Korea, the USA, and Chile. It is also a majority shareholder in the Brazil-based webmotors. While it continued to deliver solid results in FY25 despite rising cost of living in its biggest markets, investors have remained cautious heading into 2026.

Partly, this is due to broader weak sentiment across the tech sector. Investor appetite for high-growth stocks has eased, amidst fears of overvaluation. In addition, the potential for a softening of the vehicle market and the easing of used car prices this year may be contributing to investor concerns.

But perhaps its biggest headwind is the fear that generative AI will soon replace online marketplaces. Generative AI is disrupting the established ‘search and browse’ model, and some investors are concerned that CAR Group will lose its footing as customers lean into personalised AI-driven shopping experiences.

Can CAR Group effectively respond to the growing threat of generative AI?

For me, it can.

Firstly, I believe vehicle sales will be insulated from the shift for longer than some other consumer products, due to the high cost and level of trust required in the transaction.

Secondly, CAR Group has a solid track record of responding to major shifts.  

In the 1990s, CAR Group (then known as Carsales.com) transformed the way Australians bought and sold cars with its digital marketplace, accelerating the shift from print classifieds. By the early 2000s, it was widely considered Australia’s go-to online car marketplace.

Over its history, it has, by and large, demonstrated that it is an early mover, scales responsibly, and uses acquisitions to increase depth and complement its core business.

Notably, across the 2010s, it made a significant and successful move from a listing site to a sophisticated automotive marketplace, integrating a broad range of value-added services, including vehicle inspections, dealer analytics, and financing.

Now, with generative AI threatening another major shift, I believe it will once again respond with agility and discipline. It has shown that it is facing the challenge head-on by establishing a global AI hub.

Of the move, Managing Director and CEO, William Elliott, said:

We see AI as a critical enabler and we are embedding it into our products, platforms and operations. This capability will be further accelerated by the establishment of CG/lab, our global AI hub in Brazil, which is focused on developing core agentic technology that can be built once and scaled across the Group. Recent highlights include the introduction of voice-controlled vehicle search and AI companions that help guide consumers through the vehicle buying and selling journey.

And while it navigates this AI shift, CAR Group will likely still have the network effect on its side for some time. Buyers, sellers, and dealers alike are accustomed to using its sites, meaning each will go there to find the others. Obviously, that can and will change if CAR Group doesn’t step up. But for me, it has an established history of success in evolving to meet its contemporary customers.

Of course, sceptics remain. But I’m still bullish on CAR Group because I believe it is making all the right moves in the present climate, supported by a consistent track record. For me, current prices present an attractive entry point for long-term investors who share my faith that it can once again evolve as AI disruption looms.

The post Why I am still bullish on CAR Group appeared first on The Motley Fool Australia.

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Motley Fool contributor Melissa Maddison 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 CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The APA Group (ASX: APA) share price is in focus today after the company posted a 7.6% jump in underlying EBITDA to $1,092 million and lifted its organic growth pipeline for the first half of FY26.

What did APA Group report?

• Total statutory revenue (excluding pass-through) rose 2.0% to $1,391 million
• Underlying EBITDA increased 7.6% to $1,092 million, with margins up to 77.3%
• Statutory net profit after tax climbed to $95 million, up from $34 million last year
• Free cash flow edged up 0.7% to $556 million
• Interim distribution lifted 1.9% to 27.5 cents per security, payable 18 March 2026
• FY26 Underlying EBITDA guidance unchanged at $2,120–$2,200 million, with expectation to exceed midpoint

What else do investors need to know?

APA Group reaffirmed its FY26 distribution guidance at 58 cents per security, up 1.8% on FY25. The company is also on track to achieve $50 million in full-year cost savings, helped by simplification efforts including the sale of its Networks business and pending divestment of its GDI stake.

APA’s organic growth pipeline for FY26–FY28 has been upgraded from $2.1 billion to around $3 billion, driven by new projects such as expanding the East Coast Gas Grid and collaboration with CS Energy on the Brigalow Peaking Power Plant. A recent S&P rating adjustment has further strengthened balance sheet capacity, increasing potential funding for growth.

What did APA Group management say?

CEO and Managing Director Adam Watson said:

APA has delivered another strong half year operational and financial result, as we continue to deliver our commitments and create value for our securityholders… Today’s result demonstrates that APA is delivering on commitments, while simultaneously positioning the business to play a central role in the energy transition.

What’s next for APA Group?

APA Group expects to exceed the midpoint of its full-year underlying EBITDA guidance range, and management is sticking with its distribution forecast. Ongoing cost reductions and simplification are set to improve margins, while a larger growth pipeline and strong credit profile should support further investment in gas, power, and renewables infrastructure.

Projects in development include the next stage of the East Coast Gas Grid Expansion Plan and partnerships in renewable energy, positioning APA for continued strategic growth as the energy transition accelerates.

APA Group share price snapshot

Over the past 12 months, APA Group shares have risen 39%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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The post APA Group lifts earnings and growth outlook for 1H26 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 positions in and has recommended Apa 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 Lovisa Holdings Ltd (ASX: LOV) share price is in focus today after the fashion jewellery retailer delivered a 23.3% jump in revenue to $500.7 million and a 2.6% rise in statutory profit after tax to $58.4 million for the first half of FY26.

What did Lovisa report?

• Revenue from ordinary activities up 23.3% to $500.7 million
• Statutory net profit after tax (NPAT) up 2.6% to $58.4 million
• Underlying NPAT (excluding Jewells investment) up 21.5% to $69.6 million
• Gross profit up 23% to $411.6 million, with an underlying gross margin of 82.9%
• Interim dividend of 53.0 cents per share (50% franked), to be paid 26 March 2026
• Store network increased to 1,095 stores, with 85 new openings in the half

What else do investors need to know?

Lovisa continued its global store rollout, opening 85 new stores across all regions, while closing 21. The company saw comparable store sales rise 2.2% compared to the prior half. Ongoing investment in the Jewells start-up phase impacted statutory results, with Jewells incurring an EBIT loss of $10.8 million and an NPAT loss of $11.2 million for the period.

What’s next for Lovisa?

Lovisa plans to continue investing in its global store network and support structures including logistics and technology to boost efficiency. The company will also maintain its focus on product cost management and inventory discipline as it looks to build on its momentum.

The start-up phase of the Jewells brand remains a focus, with investment expected to continue as the business positions itself for long-term growth. Management notes global economic conditions remain soft, particularly with ongoing inflation and interest rate pressures, but the group remains committed to executing its expansion strategy.

Lovisa share price snapshot

Over the past 12 months, Lovisa shares have risen 2%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 7% over the same period.

View Original Announcement

The post Lovisa reveals higher revenue and interim dividend in FY26 half-year appeared first on The Motley Fool Australia.

More reading

• Brambles profit up, cash flow upgraded in half-year 2026 earnings
• APA Group lifts earnings and growth outlook for 1H26
• Regis Resources posts record HY26 profit and lifts dividend
• Wesfarmers posts 9% half-year profit growth and boosts dividend
• PLS Group posts H1 FY26 profit and 241% EBITDA surge

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 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.