Reporting Season August 2025 – Week 4

Between the Bells

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13d ago 8:39

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As reporting season enters its final week, we’ve seen 174 companies release their results, with 19% beating expectations. With more companies downgraded than upgraded by brokers, the importance of meeting valuations and maintaining solid outlook remains clear for investors. Some of the key themes looking ahead towards FY26 include the housing crisis driving tailwinds in for property developers, strengthening balance sheets from asset sales, and the challenges for expansion strategies into the US.

In this week’s video, Grady covers:

(0:53) Cedar Woods Properties (ASX:CWP): property market tailwinds and strong pipeline drove solid results
(2:51) Coles Group (ASX:COL): reported slightly ahead of expectations in their supermarket division
(4:15) Endeavour Group (ASX:EDV): fell over 1% on weakness in its retail segment and modest forecasts
(5:27) Aussie Broadband (ASX:ABB): surged 20% on strong FY25 results and positive forecast
(6:27) Reece Plumbing (ASX:RCE): fell 16% after reporting decline in sales and EBIT.

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