february 2025 reporting season

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

This special edition contains quotes and market announcements from company results throughout February across a wide range of industries.

SGH Ltd (SGH) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s dividend policy and its half year results.

Qantas (ASX: QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an...

With the ink from CEO signatures still drying on earnings reports, James Gerrish & Jun Bei Liu give their hot take on key themes and stocks

Between the personal life of its founder and board resignations, WiseTech has hit the headlines. Despite this, its fundamentals are strong.

Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based...

The world’s fourth largest iron ore miner disappointed with its half year results, falling short of market hopes with profit and dividend.

Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and...

Look past the headline loss and focus on the underlying improvements, and there's plenty to like about TCL's results, says Ofer Karliner.

Wesfarmers shares eyed a record high on Thursday, but it needs a big acquisition to justify its valuation, said Martin Currie's Jim Power.

We sat down with HUB24 CEO, Andrew Alcock on results day to discuss the past six months and the all-important outlook.

The world’s largest listed miner, BHP Group, has just announced its half year ended 31 December 2024 earnings results.

Profits and dividends were down but the Big Australian executed well, according to Martin Currie's Michael Slack.

CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, revenue climbed around five per cent, while...

Earnings may have bottomed out and there's hope in the air this reporting season, according to FNArena's Rudi Filapek-Vandyck

CBA's first-half result continues to showcase the same narrative – consistent earnings and dividends at a very, very expensive price tag.

Plasma is still a winner for the healthcare giant, but vaccinations face hurdles.

We've put together the quintessential reporting season guide as we head into Feburary reporting season.