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The Westgold Resources Ltd (ASX: WGX) share price is in focus today after the gold miner reported a 41% jump in its Ore Reserves to 4.1 million ounces and a 15% lift in average reserve grade to 2.22g/t gold, as at 30 June 2026.

What did Westgold Resources report?

• Total gold Mineral Resource Estimate: 194 million tonnes at 2.30g/t Au for 14.4 million ounces, up 8% year-on-year (after adjustments for asset sales).
• Total Ore Reserves: 57 million tonnes at 2.22g/t Au for 4.1 million ounces, up 41% after depletion and divestments.
• Ore Reserve grade increased 15% to 2.22g/t Au (from 1.93g/t Au in FY25).
• Measured and Indicated Resources now at 62.6% of total inventory (up from 56.6% in FY25).
• 10-year Reserve life maintained at current processing capacity across the group.
• Exploration and resource development spend totalled $42 million in FY26; Reserve additions achieved at a competitive $27/oz cost.

What else do investors need to know?

The company’s resource and reserve growth comes despite the divestment of several non-core assets, which removed around 3 million ounces from the prior Mineral Resource total. Westgold highlights that the growth was delivered organically, underpinned by resource drilling programs across both the Murchison and Southern Goldfields portfolios.

The addition of the maiden Fletcher Ore Reserve at Beta Hunt added 1.1 million ounces, while upgrades at Bluebird-South Junction and Starlight also contributed. Westgold continues to maintain strong resource confidence, with the majority of its Mineral Resource now in higher-confidence Measured and Indicated categories.

What’s next for Westgold Resources?

Looking ahead, Westgold plans to invest between $50 million and $75 million in exploration and resource development drilling in FY27, subject to market conditions and board approval. With 26 drill rigs active across its portfolio, the company is targeting further conversion of Mineral Resources to Ore Reserves and additional mine life extension.

Westgold expects ongoing drilling at key assets such as Beta Hunt, Big Bell South, Paddy’s Flat and Cuddingwarra will support both near-term Reserve growth and broader hub optimisation. Management sees continued Ore Reserve growth as fundamental to unlocking mill expansion options and growing production.

Westgold Resources share price snapshot

Over the past 12 months, Westgold Resources shares have risen 81%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO).

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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 IDP Education Ltd (ASXL IEL) share price is in focus after the company reported revenue of $795.4 million, down 11% from last year, and net profit after tax of $13.3 million, a fall of 74%.

What did IDP Education report?

• Revenue: $795.4 million, down 11%
• Statutory net profit after tax (NPAT): $13.3 million, down 74%
• Adjusted NPAT: $57.1 million, down 18%
• Adjusted EBIT: $122.9 million, down 3%
• Final dividend: 6.0 cents per share, unfranked
• EBITDA margin: 15.4% (Adjusted EBIT as percentage of revenue)

What else do investors need to know?

The drop in IDP Education’s earnings was mainly caused by weaker international student demand as a result of ongoing policy changes and tighter migration settings in key markets. Student Placement volumes tumbled by 27% and IELTS English Language Testing volumes dropped by 8%. Despite these headwinds, IDP delivered a $32 million underlying reduction in overhead costs, exceeding its transformation target, and continued to generate strong cash flow, bringing net debt down by 29% to $118.6 million.

IDP also launched a share buy-back program of up to $50 million, reflecting strong capital management and confidence in its transformation strategy. The business continued investing in technology and AI tools, launching new digital products such as FastLane Propose and expanding into the Chinese testing market.

What did IDP Education management say?

IDP Education’s CEO, Tennealle O’Shannessy, commented:

I would like to thank our people around the world for their hard work, resilience and unwavering commitment to delivering meaningful outcomes for our students and university partners. Despite the challenges faced by both our teams and student community, maintaining outstanding NPS and trust scores is an exceptional achievement.

What’s next for IDP Education?

Looking ahead, IDP expects challenging market conditions to persist in FY27, with tightening migration and student visa policies likely to weigh on volumes for a third year. However, management remains focused on building a more agile, technology-enabled business and driving further cost efficiencies. The multi-year transformation program aims to diversify revenue streams, improve margins, and consolidate IDP’s position as a quality leader in international education.

The company plans to leverage its strong balance sheet to invest in digital capability, data, and AI, while expanding its Student Placement destinations and IELTS English testing centres. Investors can also expect continued focus on shareholder returns through the announced buy-back.

IDP Education share price snapshot

The IDP Education share price is down approximately 55% over the past 12 months, while the S&P/ASX 200 index (ASX: XJO) has gained around 1.5% in the same period.

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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 Australian Finance Group Ltd (ASX: AFG) share price is in focus today after the company reported FY26 profit up 39% to $49 million, with EBITDA surging 32% and residential lending settlements growing by 18% to $75 billion.

What did Australian Finance Group report?

• Reported NPAT rose to $49 million, up 39% year on year
• EBITDA increased 32% to $74.4 million
• Residential lending settlements grew 18% to $75 billion
• Asset finance settlements were up 19%, reaching $4.3 billion
• Final dividend of 4.8 cents per share, total DPS 9.5 cents (up 4%)
• Net interest margin expanded 9 basis points to 1.25%

What else do investors need to know?

Australian Finance Group has broadened its earnings base, with recurring and diversified income streams now making up 78% of its mix, helping to cushion short-term mortgage market volatility. BrokerEngine subscribers climbed 19% to 4,400, and broker services subscription income rose 13% to $24 million, now representing 23% of Distribution earnings.

The company invested $21 million to drive further growth, including technology, new funding, and minority stakes in broker businesses. AFG’s balance sheet remains strong with $63 million in unrestricted cash and a 94% cash conversion rate, while a share buy-back of up to $15 million was announced in June 2026.

What’s next for Australian Finance Group?

AFG expects continued EBITDA uplift into FY27, with around $13 million in annualised benefit already embedded from recent investments. The group is maintaining focus on margin discipline, funding diversity, and efficiency gains, with further investments in systems, automation, and artificial intelligence planned to support productivity and future growth.

While residential activity has softened in the last two months, AFG sees long-term demand for brokers and competitive lending options supporting its position. The company aims to increase the share of broker service income and expand its AFG Securities loan book, tracking towards FY29 aspirations.

Australian Finance Group share price snapshot

Over the 12 months, Australian Finance Group shares have declined 36%, trailing the All Ordinaries Index (ASX: XJO), which has risen 1% over the same period.

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The post Australian Finance Group reports FY26 profit growth and expanded earnings base 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 Brambles Ltd (ASX: BXB) share price is in focus today after the supply chain giant reported sales revenue of US$7.04 billion, up 2%, and underlying profit of US$1.49 billion, up 4% for the year ended 30 June 2026.

What did Brambles report?

• Sales revenue: US$7,042.9 million, up 2% (constant FX)
• Underlying profit: US$1,494.4 million, up 4% (constant FX)
• Operating profit after tax: US$948.5 million, up 5% (constant FX)
• Basic EPS (continuing operations): 69.9 US cents, up 6% (constant FX)
• Final dividend: 23.15 US cents per share (total FY26 dividends up 16% on FY25)
• Free cash flow before dividends: US$1,048.2 million

What else do investors need to know?

Brambles navigated a year marked by persistent inflation and softer consumer demand, especially across its major US and European markets. The company faced operational challenges in the US during the fourth quarter, including repair capacity constraints that created service level issues and dented underlying profit by about US$90 million.

Despite these headwinds, Brambles invested in network upgrades and additional pallet purchases to improve availability and service quality for customers, with clear plans to boost repair capacity and resilience in the US. Strong demand from new customers and momentum in digital and sustainability initiatives continued across key markets.

What did Brambles management say?

Brambles CEO, Graham Chipchase, commented:

We delivered a resilient FY26 result, growing earnings and generating strong free cash flow while advancing initiatives across quality, network and digital that strengthen our long-term competitive advantage and support future growth and value creation.

Our actions are already delivering positive results, with customer order fulfilment improving materially since mid-April. We remain on track to resolve the repair capacity constraints by the end of the first half of FY27 and position our US business to strengthen customer relationships and pursue growth, with quality as a key source of competitive advantage.

What’s next for Brambles?

Looking ahead, Brambles expects sales revenue growth of 2–4% and underlying profit growth of 2–6% at constant currency in FY27. Free cash flow before dividends is forecast between US$800 million and US$950 million.

The company is focused on resolving US repair constraints, accelerating digital transformation, and supporting customers with resilient, efficient supply chains. A decision on a potential North American rollout of its Serialisation+ digital solution is expected in the third quarter of FY27. Brambles also reaffirmed its FY28 margin expansion target and plans to complete its current share buy-back program.

Brambles share price snapshot

The Brambles share price has been a poor performer over the past 12 months. During this time, its shares have fallen 16%, compared to a modest 1.5% gain by the S&P/ASX 200 index (ASX: XJO).

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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 Solstice Minerals Ltd (ASX: SLS) share price is in focus today after the company reported more wide copper-gold intercepts from ongoing drilling at its 100%-owned Nanadie Copper-Gold Project in WA’s Goldfields. Notably, a 148m intercept at 0.77% copper and 0.20g/t gold from one drill hole signals the growing scale of the deposit.

What did Solstice Minerals report?

• Diamond drilling hit 148m at 0.77% copper and 0.20g/t gold from 201m (NANRCD018), expanding mineralisation beyond the current resource boundary.
• Another diamond tail delivered 36m at 0.70% copper and 0.21g/t gold to end of hole (NANRCD026), confirming nearby high-grade results.
• Step-out RC drilling produced multiple strong intercepts, including 43m at 0.59% copper and 0.21g/t gold (NANRC044), outlining mineralisation further south.
• Drilling footprint now spans 100–200m width, over at least 1.2km of strike, remaining open at depth and along strike.
• Solstice holds $45 million in cash and zero debt to fund ongoing exploration.

What else do investors need to know?

Ongoing reverse circulation (RC) and diamond drilling is mapping out high-grade copper-gold zones that stretch well past the existing mineral resource estimate (MRE). Multiple rigs are operating at Nanadie, with another RC rig arriving soon to speed up campaign progress.

The company is awaiting results from a deep, step-down diamond hole (NANRCD005) drilled some 500m beneath the current MRE. On top of this, assays from an extra 12 diamond tails and 18 RC holes are pending, so further updates are expected over coming months.

What did Solstice Minerals management say?

CEO & Managing Director Nick Castleden said:

Ongoing diamond and RC drilling continues to show that Nanadie is developing into a substantially larger copper-gold system that extends well beyond the current Mineral Resource.… The combined 148m intercept in NANRCD018 is particularly encouraging.… The results to date continue to reinforce our view that Nanadie is growing into a much larger copper-gold system than previously recognised, with the host gabbro and zones of copper sulphide mineralisation extending well beyond the limits of drilling.

What’s next for Solstice Minerals?

Solstice expects a steady flow of drill results in the months ahead as it tests the depth and lateral growth of the Nanadie system. Follow-up work will also focus on defining higher-grade positions, potentially improving future resource estimates.

With a strong cash position and no debt, Solstice is well funded to advance Nanadie, continue drilling, and explore new targets across its growing land position.

Solstice Minerals share price snapshot

Over the past 12 months, Solstice Minerals shares have risen more than 800%, significantly outperforming the All Ordinaries Index (ASX: XAO).

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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 Northern Star Resources Ltd (ASX: NST) share price is in focus today after the gold miner delivered a record net profit after tax (NPAT) of A$1.7 billion, up 24% year on year, and boosted its fully franked dividend to 55 cents per share.

What did Northern Star Resources report?

• Revenue rose 19% to A$7.6 billion (FY25: A$6.4 billion), driven by a 26% higher realised gold price.
• Statutory NPAT of A$1.66 billion, with underlying NPAT at A$1.79 billion (up 26%).
• Underlying EBITDA increased 22% to A$4.27 billion.
• Cash earnings totalled A$2.91 billion, up 1% from last year.
• Fully franked FY26 dividend of 55 cents per share, including a 30 cent final dividend.
• On-market buy-back program commenced, with A$129 million spent to buy back over 6.3 million shares so far.

What else do investors need to know?

Northern Star ended FY26 with A$1.2 billion in cash and bullion, maintaining a strong balance sheet despite higher capital investments and shareholder returns. The group kicked off commissioning for the KCGM Mill Expansion, a key growth project expected to unlock greater operational consistency and support future cash flows.

The company is investing heavily in both organic growth and exploration, including the ongoing integration of the Hemi gold project. During the year, capital investment focused on expanding processing facilities and upgrading key mining infrastructure, while a new power station was built at KCGM to support future mining volumes.

What did Northern Star Resources management say?

Commenting on its results, Northern Star’s managing director, Stuart Tonkin, said:

We are at an important inflection point for Northern Star. The KCGM Mill Expansion marks a significant milestone for the Company, with the expanded processing plant expected to deliver greater operational consistency and reliability, while supporting a significant increase in free cash generation as it ramps up.

We have a strong track record of disciplined capital allocation, supported by an investment-grade balance sheet, and have returned $3.3 billion of cumulative capital management to shareholders to date. As we enter this next phase, disciplined capital allocation remains a priority, with a clear commitment to generating superior shareholder returns.

To enhance the quality of the portfolio, the KCGM Mill Expansion is expected to structurally reset the cost base and create a stronger platform for long-term value creation. The development of Hemi provides a further opportunity to strengthen the portfolio and underpin the Company’s growth profile.

What’s next for Northern Star Resources?

Looking to FY27, Northern Star has guided to group gold production of 1.5–1.65 million ounces at an all-in sustaining cost (AISC) of A$3,050–3,450/oz. The KCGM ramp-up is underway, with production expected to reach 550–650koz in its initial stages.

Capital expenditure is forecast between A$2,550 million and A$2,935 million, with flexibility to adjust spending as operational needs evolve. The group is also allocating A$230–250 million for exploration, focusing on growing resources and extending mine life at key operations including KCGM, Pogo, and Hemi.

Northern Star Resources share price snapshot

The Northern Star Resources share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of 24%. This has been driven largely by a rising gold price.

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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 Medibank Private Ltd (ASX: MPL) share price is in focus after unveiling its FY26 results, with underlying net profit after tax rising 2.9% to $636.8 million and the full-year dividend increasing 6.7% to 19.2 cents per share, fully franked.

What did Medibank report?

• Group revenue from external customers grew 5.9% to $9,115.2 million
• Underlying NPAT rose 2.9% to $636.8 million
• Full-year fully franked ordinary dividend lifted 6.7% to 19.2 cents per share
• Group operating profit increased 6.7% to $813.5 million
• Medibank Health segment profit up 31.3% to $100.7 million
• Total claims paid of $6.9 billion, delivering around $299 million in customer value

What else do investors need to know?

Medibank added 22,100 net resident policyholders over the year, with its core Medibank brand showing improved growth momentum and ahm continuing to grow ahead of the market. Non-resident policy units fell 2.3%, mostly due to reduced student numbers amid tighter migration settings.

The company maintained strong capital levels, with a Health Insurance required capital ratio of 13.3%—above its targeted range, partly due to APRA supervisory adjustments. Operating expenses rose 7.1% as Medibank invested in brand, technology, and customer rewards, but productivity savings of $10 million were achieved.

What did Medibank management say?

Medibank’s CEO, David Koczkar, commented:

We continued to deliver value for the 6 million people who trust us with their health and wellbeing, as household budgets remain under pressure. Despite this, people continue to prioritise their health. Today’s result reflects the strength of the business, the trust our customers and patients have in us, and the progress we have made towards our 2030 ambitions.

What’s next for Medibank?

Looking ahead, Medibank expects FY27 resident health insurance gross margins to be broadly consistent with FY26, and continued solid growth from its non-resident and Medibank Health segments. The company will focus on disciplined market share growth, further investments in digital health, and integrating recent acquisitions.

Management flagged robust appetite and financial capacity for further M&A to support Medibank’s long-term growth strategy and deliver value to shareholders.

Medibank share price snapshot

The Medibank share price has fallen short of the performance of the S&P/ASX 200 index (ASX: XJO) over the past year with a decline of around 4%.

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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 Cleanaway Waste Management Ltd (ASX: CWY) share price is in focus today after the company reported a 13.5% rise in gross revenue to $4,371.3 million and a fully franked final dividend up 14.2% to 6.85 cents per share for FY26.

What did Cleanaway Waste Management report?

• Gross revenue lifted 13.5% to $4,371.3 million; net revenue up 13.1% to $3,736.7 million.
• Underlying EBIT rose 14.2% to $470.2 million, with EBIT margin increasing to 12.6%.
• Underlying net profit after tax (NPAT) up 13.6% to $223.1 million; statutory NPAT decreased 37.2% to $98.5 million due to significant items.
• Free cash flow climbed 63.7% to $213.8 million.
• Final fully franked dividend of 3.5 cents per share, taking the total FY26 dividend to 6.85 cents per share (up 14.2%).

What else do investors need to know?

Cleanaway’s FY26 result was powered by the strong performance of its Solid Waste Services segment and the integration of recent acquisitions, including Contract Resources and Citywide Waste. While the core business segments delivered growth, the company faced challenges in Health Services and Industrial Services, where lower earnings were offset by operational improvements and new recovery plans.

During the year, Cleanaway announced a non-binding, indicative takeover proposal from EQT Infrastructure. The $3.13 per share bid, reduced by the final dividend, implies a significant premium to Cleanaway’s recent trading price, but is still subject to due diligence and a binding agreement. The board has indicated support for the proposal in the absence of a superior offer and a favourable expert opinion.

What did Cleanaway Waste Management management say?

Cleanaway CEO & Managing Director Mark Schubert said:

FY26 was a demanding year for Cleanaway, but also one in which we delivered earnings growth, materially stronger free cash flow and improved returns. The strength of our core business remains clear. Solid Waste Services and Contract Resources performed strongly. Where we did not meet our expectations, the issues are concentrated in specific parts of the portfolio, we understand them and we are focused on improving performance.

The opportunity from here is to generate more growth from the platform we already have. In FY27 our focus is on recurring customer growth, price, productivity and utilisation, so that more of our earnings growth is organic, predictable and sustainable.

What’s next for Cleanaway Waste Management?

Looking ahead to FY27, Cleanaway expects underlying EBIT to be between $500 million and $530 million. The company will focus on growing its Collections business, driving improvements in Environmental & Technical Solutions, and leveraging investments in technology and efficiency initiatives. Management is also targeting stronger free cash flow and margin expansion as part of “Blueprint 2030 2.0”.

The outcome of the EQT Infrastructure proposal will be closely watched, as it could mean a significant change in ownership and deliver extra value to shareholders if completed.

Cleanaway Waste Management share price snapshot

Over the past 12 months, the Cleanaway Waste Management share price has underperformed the S&P/ASX 200 Index (ASX: XJO) with a decline of around 8%.

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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 Super Retail Group Ltd (ASX: SUL) share price is in focus today after the company reported a 3.2% rise in group sales to $4.2 billion and a 5.3% uplift in online sales for the year ended 27 June 2026.

What did Super Retail Group report?

• Group sales up 3.2% to $4.2 billion
• Normalised net profit after tax (NPAT) down 2.8% to $226 million; statutory NPAT down 7.2% to $206 million
• Statutory earnings per share of 91.2 cents; normalised EPS of 100 cents
• Fully franked final dividend of 33 cents per share; total ordinary dividends for FY26 at 65 cents per share
• Online sales up 5.3% to $552 million, now 13.1% of group sales
• Net debt of $14 million, conservative balance sheet

What else do investors need to know?

Super Retail Group’s retail brands performed with mixed results. Rebel and Supercheap Auto delivered a strong top-line, while BCF faced softer trading, and Macpac’s sales momentum moderated in the fourth quarter due to mild winter conditions. The group opened 28 new stores and closed 13, expanding its physical footprint across brands.

Operating costs grew on the back of network expansion, wage and occupancy inflation, and investment in technology, including a new payroll system and a new automated distribution centre in Victoria. Inventory levels increased due to new stores and tactical supply planning, with aged inventory within target range.

What did Super Retail Group management say?

Group Managing Director and CEO Paul Bradshaw said:

Super Retail Group delivered a solid FY26 result, achieving record sales in the face of significant headwinds that included geopolitical instability in the Middle East, unfavourable weather and increasing interest rate pressure on households… While challenges in the broader retail landscape remain, I’m confident we have the team and strategy in place to meet evolving customer needs and deliver future growth.

What’s next for Super Retail Group?

Management has launched a new five-year strategy focused on growth and transformation, including further investment in technology and expansion of its store network. In the first seven weeks of FY27, total group sales are up 3.5% compared to the prior year, with strong starts from Supercheap Auto and BCF, though Macpac continues to be impacted by mild weather in Australia.

The group expects to open a net 18 new stores in FY27 and plans further investment in network expansion and Project Ignite, its ongoing transformation program. Uncertainty remains, with external factors such as higher interest rates, fuel costs, and geopolitical tensions impacting consumer confidence.

Super Retail Group share price snapshot

The Super Retail Group share price has struggled over the past 12 months, losing around 25% of its value. This compares to a modest 1.5% gain by the S&P/ASX 200 index (ASX: XJO).

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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 Super Retail Group. The Motley Fool Australia has positions in and has recommended Super Retail 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.

It has been a big week for Aussie investors with a large number of popular ASX shares releasing results.

Let’s see what Morgans is saying about three of these shares after reviewing their results.

BHP Group Ltd (ASX: BHP)

Morgans was pleased with BHP’s FY 2026 results, noting that it maintained a solid operating performance and benefitted from higher commodity prices.

However, due to its current valuation, the broker has downgraded BHP shares to a trim rating with a $55.30 price target. It said:

A solid FY26 result, with an upsized final dividend of US 99cps, against a share price that appears to already factor in more upside, we lower our rating to TRIM. Metal prices were a key driver, but BHP also maintained a solid operating performance on controllable factors against a tough backdrop in FY26.

CSL Ltd (ASX: CSL)

The broker notes that biotech giant CSL delivered a result broadly in line with expectations in FY 2026. 

It was particularly pleased to see that immunoglobulins demand has remained strong, the Seqirus business delivered seasonal influenza vaccine growth, and cost savings ahead of target.

In response, Morgans has retained its buy rating with a $187.71 price target. It commented:

The FY26 result was broadly in line with expectations, with revenue of US$15.8bn (+3% vs guidance) and underlying NPATA of US$3.1bn. Importantly, underlying Ig demand remains strong, Seqirus delivered seasonal influenza growth despite lower US immunisation rates and transformation savings reached US$176m ahead of target, although Vifor continues to face challenges. 

While FY27 targets flat top line growth, as Vifor remains a significant drag, the earnings trajectory is becoming increasingly skewed towards recovery, supported by stabilising plasma economics, cost-outs and improved commercial execution. We make modest changes to FY27-28 estimates and increase our blended DCF, PE and EV/EBITDA-based target price to A$187.71 on a multiple roll forward. BUY.

Hub24 Ltd (ASX: HUB)

Finally, Morgans was pleased with this investment platform provider’s FY 2026 results. 

It highlights that its EBITDA was up 30% and in line with expectations, while its net profit after tax was slightly ahead of estimates. 

Following a review of the results, Morgans has retained its accumulate rating with a $92.00 price target. It said:

HUB’s FY26 Group result was largely in line with expectations with underlying EBITDA of A$211.4m, up 30% on pcp, consistent with MorgansF/Consensus A$212m, and underlying NPAT of A$137.3m slightly ahead of MorgansF A$131.9m. Platform EBITDA however fell short of expectations due to slower revenue momentum in 2H26, which was outpaced by 2H26 Platform Opex growth. HUB’s FY28 FUA target of A$186-200bn points to FY28 net flows of ~A$18-19bn, however momentum through to Aug’26 appears to be running behind this due to elevated discretionary gross outflows. 

Whilst the timing of this roll-off remains uncertain, we see this as a near-term headwind and likely to abate, although it does suggest FY27 flows will track lower than FY26 (particularly vs. 1H26). Our EPS forecast moves by +/-1% in FY27-28F, which sees our price target revised to A$92.00/sh. We retain our Accumulate rating.

The post Buy, hold, sell: BHP, CSL, and HUB24 shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Hub24. The Motley Fool Australia has recommended BHP Group, CSL, and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.