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WiseTech Global Smashes Records with 79% Revenue Surge

WiseTech Global delivered a blockbuster performance in FY26, posting record revenue of $1.395 billion—a stunning 79% jump from the previous year. The logistics software giant also exceeded its own guidance, with underlying EBITDA climbing 54% to $585.8 million. The e2open acquisition proved to be a game-changer, contributing $541.2 million in revenue, while the company's flagship CargoWise platform grew organically by 11% to $756.9 million.

Beyond the headline numbers, WiseTech demonstrated impressive operational discipline. The company delivered $115 million in annualized run-rate cost savings and successfully rolled out CargoWise Value Packs, which achieved over 95% customer adoption. This new commercial model drove a 55% surge in new SME signings and a 30% increase in overall new customer wins. Looking ahead, the company is guiding for FY27 revenue between $1.48 billion and $1.54 billion, with underlying EBITDA expected to reach $725 million to $780 million, reflecting anticipated growth of 6%-10% and 12%-21% respectively.

Lovisa's Jewelry Empire Keeps Sparkling

Jewelry retailer Lovisa Holdings posted a strong FY26, with total global sales climbing 17.6% to $938.8 million. The company's expansion strategy is firing on all cylinders—it opened 160 new stores during the year, bringing its global footprint to 1,136 locations. Comparable store sales grew a solid 2.0%, while gross margin improved by 60 basis points to 82.6%, reflecting better product mix and pricing power.

Profitability metrics all moved in the right direction. EBITDA surged 20.9% to $301.1 million, EBIT rose 14.1% to $158.2 million, and net profit after tax increased 10.7% to $95.6 million. The company's cash generation remained robust, with operating cash flow jumping 21.0% to $294.5 million. Lovisa is rewarding shareholders with a final dividend of 33 cents per share—a 22.2% increase—bringing full-year dividends to 86 cents per share, up 11.7% year-on-year. Early FY27 momentum looks encouraging too, with the first eight weeks showing total sales up 16.4% and comparable store sales up 3.0%.

Netwealth Hits Record Milestones Across the Board

Wealth platform Netwealth Group delivered a stellar FY26, hitting record figures on nearly every metric. Total income reached $391.1 million, up 20.6%, while EBITDA climbed 18.0% to $192.9 million and net profit after tax rose 16.2% to $135.4 million. Funds Under Administration surged 20.3% to $138.8 billion, fueled by strong inflows and market movements.

The company's strategic initiatives are paying dividends. It launched new managed account infrastructure designed to support future scale and enhanced functionality, and expanded its investment offerings for high-net-worth clients, including offshore funds, structured products, and a new Bond Trading solution. Netwealth captured an impressive 78% of new flows from its primary users, underscoring its competitive strength. The board declared a fully franked final dividend of 21.0 cents per share, bringing total dividends for the year to 42.0 cents per share, up 9.1%. Management is bullish on the outlook, targeting to double funds under administration over the next four years.

Advanced Braking Technology Accelerates Growth

Advanced Braking Technology (ABV) reported a solid FY26, with revenue climbing 22.7% to $23.5 million and underlying EBITDA jumping 37.5% to $2.2 million. The company's gross margin expanded to 49.3% from 48.0%, while its balance sheet strengthened considerably—cash and cash equivalents nearly doubled, surging 95.7% to $5.6 million, and working capital increased 37% to $11.9 million.

The company's international expansion strategy is bearing fruit, with notable wins in North America, Africa, Asia, and the Middle East. ABV successfully deployed its SIBS FailSafe solutions for JCB Telehandlers at Rio Tinto's Oyu Tolgoi operation in Mongolia, demonstrating the real-world application of its technology. The company also launched a Refurbishment Program and achieved successful certification of its BRAKEiQ and SIBSiQ technologies. For FY27, ABV is targeting deeper market penetration, higher-quality recurring revenue growth, and accelerated commercialization of next-generation technologies.

Macquarie Technology Secures Government Backing

Macquarie Technology Group reported steady progress in FY26, with revenue increasing 5.5% to $390 million and EBITDA rising 2.0% to $115.9 million. More significantly, the company secured a major $200 million investment from the Australian Government via the National Reconstruction Fund Corporation, bolstering its capacity for digital infrastructure and cybersecurity expansion.

The company also acquired a ~34,200 square meter site in Macquarie Park, which will anchor the proposed Macquarie Engineering & Technology Campus. With twelve consecutive years of EBITDA growth now under its belt and an undrawn debt facility of $496.5 million, Macquarie Technology is well-positioned to invest in AI-ready infrastructure and customer solutions. The company is guiding for modest EBITDA growth in FY27, assuming revenue from its IC3 SuperWest Phase 1 project kicks off in the second half of the year.