Reporting Season

Dexus Industrial (DXI): The industrial REIT reported its results for 2026, which were solid and demonstrated continued demand for industrial real estate assets.  HNW Income Fund has a 3% weight to DXI Key Points: Profit steady: Funds from operations (FFO) down -3% to [...]

Wesfarmers (WES): This morning, the last conglomerate on the ASX presented its full-year 2026 results, demonstrating that WES's businesses are performing well, taking market share and unlike other retailers, not seeing any softness in demand from consumers. The HNW Income and [...]

Mineral Resources (MIN): This morning, the diversified miner and mining services company reported its full-year 2026 results, which were largely in line with market expectations, given its July update, though the dividend was a nice surprise.  The HNW Growth Portfolio holds [...]

This morning, Dalrymple Bay Infrastructure (DBI), the world's largest met coal export terminal, reported its half-year 2026 results, which demonstrated strong earnings and distributions. The Atlas portfolio has a 2.5% allocation to DBI. Key Points: Record Profits: DBI's full-year profits increased by [...]

This morning, Woodside (WDS) reported its first-half 2026 results with few surprises; they were solid as expected. Overall, a solid result from Australia’s largest energy company with a nice increase in the dividend. The HNW Portfolio holds a 5.5% weight to WDS. [...]

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its half-year results for 2026, demonstrating the strength of recent refining margins, with first-half profits coming in $42 million above upgraded guidance. This is surely the best result of the season.  The [...]

Arena REIT (ARF): The listed childcare and medical centre owner reported full-year results on Friday morning, following an update last week about one of its tenants, Edge Early Learning, defaulting on its August rent payment. The HNW Income Portfolio has a [...]

Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its full-year results for 2026, which were largely in line with expectations. The HNW Income Portfolio has a 2% weight to RGN. Key Points: Profits Up: Regions Funds from Operations [...]

Deterra Royalties (DRR): Australia's only iron ore and lithium royalty trust and the most boring miner on the ASX has released its full-year 2026 results, which were quite pleasing. For DRR, there is minimal scope for surprises on results day, as [...]

CSL (CSL) reported its 2026 profit results in what was the most eagerly awaited result in the entire August season, with those long encouraged by competitor results in the USA and the shorts ($110M added last week alone) looking for more [...]