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Reporting Season August 2025 – Week 4

Bell Direct
August 27, 2025

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.

Morning Bell 14 August

Bell Direct
August 14, 2025

Morning Bell 13 August

Bell Direct
August 13, 2025

Morning Bell 12 August

Bell Direct
August 12, 2025

Morning Bell 11 August

Bell Direct
August 11, 2025

Morning Bell 7 August

Bell Direct
August 7, 2025

Morning Bell 6 August

Bell Direct
August 6, 2025

Morning Bell 5 August

Sophia Mavridis
August 5, 2025

Morning Bell 4 August

Bell Direct
August 4, 2025

Weekly Wrap 1 August

Bell Direct
August 1, 2025

Morning Bell 31 July

Bell Direct
July 31, 2025