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Reporting Season August 2025 – Week 2

Bell Direct
August 14, 2025

Earning season continues to deliver big moves in week 2, with investors quick to respond to standout results and cautious on weaker outlooks. Broker upgrades outpaced downgrades, reflecting a low bar for FY25 expectations, and share price moves in the double digits show just how reactive the market is right now.

In this weeks video, Grady covers:

  • Life360 (ASX:360): Rose 10.4% after posting Q2 revenue up 36% to US$115.4m and adjusted EBITDA up 85% to US$20.3m
  • Nick Scali (ASX:NCK): Gained 8.2% after FY25 revenue rose 5.8% to $495.3m, gross margin hit 63.5%, and ANZ sales orders lifted 7.7% YoY in July.
  • JB Hi-Fi (ASX:JBH): Slipped 3.5% despite some positive results as leadership changes weighed on sentiment.
  • Key takeaways from week two of reporting season across the market.

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