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Reporting Season August 2025 Week 3

Bell Direct
August 20, 2025

This week’s reporting season results show just how much investor reactions hinge on outlook. Despite earnings misses from major names, markets rewarded stronger forward guidance while punishing weakness. Emerging themes include cost management pressures, regional slowdowns, and the value of diversified earnings heading into FY26.

In this weeks video, Grady covers:

  • BHP Group (ASX:BHP): rose 0.68% despite a 26% drop in profit to US$10.2bn, with investors backing improved cost guidance and copper strength
  • CSL (ASX:CSL): fell 17% despite solid profit and revenue results, after announcing major restructures including cutting 3000 jobs
  • James Hardie Industries (ASX:JHX): slumped nearly 30% after Q1 net income plunged 60% to US$62.6m and sales fell 9% to US$900m
  • Key takeaways from week three of reporting season across the market.

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