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WiseTech Global delivers blockbuster results with 79% revenue surge

Supply chain software giant WiseTech Global has posted record revenue of $1.4 billion, crushing expectations with a 79% jump from the previous year. The stellar performance was driven by the e2open acquisition, which contributed $541.2 million in revenue, alongside organic growth in its core CargoWise platform.

The company's underlying EBITDA climbed 54% to $585.8 million, exceeding guidance and demonstrating the scale benefits flowing through the business. What's particularly impressive is that WiseTech managed to extract $115 million in annualized run-rate cost savings, showing disciplined execution across the combined entity.

The new CargoWise Value Packs commercial model has struck a chord with customers, achieving over 95% adoption rates. This shift translated into a 55% surge in new SME signings and a 30% lift in overall new customer additions. 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.

Advanced Braking Technology accelerates with 22.7% revenue growth

Advanced Braking Technology has delivered a solid FY26 performance, with revenue climbing 22.7% to $23.5 million. The company's underlying EBITDA jumped 37.5% to $2.2 million, significantly outpacing revenue growth and signaling improving operational efficiency.

Gross margins expanded to 49.3% from 48%, while cash reserves nearly doubled, surging 95.7% to $5.6 million. Working capital also strengthened, rising 37% to $11.9 million. The company has been busy expanding its global footprint across North America, Africa, Asia, and the Middle East while building recurring revenue streams through aftermarket services and spare parts.

ABV successfully launched its Refurbishment Program and secured key wins, including deploying its SIBS FailSafe solutions for JCB Telehandlers at Rio Tinto's Oyu Tolgoi operation in Mongolia. The company has also advanced its innovation pipeline with certifications for BRAKEiQ and SIBSiQ technologies, positioning itself for future growth in autonomous and collision avoidance systems.

Lovisa expands store network with 160 new locations

Jewellery retailer Lovisa has demonstrated resilience with 17.6% growth in global sales to $938.8 million for FY26. The company's aggressive store expansion strategy is paying dividends, with 160 new stores opened during the year, bringing the total network to 1,136 locations worldwide.

Gross margins improved by 60 basis points to 82.6%, reflecting better product mix and pricing discipline. EBITDA grew 20.9% to $301.1 million, while net profit after tax rose 10.7% to $95.6 million. Comparable store sales climbed 2.0%, and cash flow from operations surged 21.0% to $294.5 million.

The company 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%. Early momentum in FY27 looks encouraging, with the first eight weeks showing total sales up 16.4% and comparable store sales up 3.0%, suggesting the company's expansion strategy continues to gain traction.

Netwealth posts record income and dividend growth

Wealth platform operator Netwealth has capped a strong year with record total income of $391.1 million, up 20.6%, and record EBITDA of $192.9 million, up 18.0%. Net profit after tax reached $135.4 million, a 16.2% increase, while funds under administration grew 20.3% to $138.8 billion.

The company captured 78% of new flows from its primary users, demonstrating its competitive strength in the market. Funds under management also performed well, climbing 27.9% to $34.6 billion, with managed accounts growing 29.9% to $30.5 billion.

Netwealth launched new managed account infrastructure to support scale and expanded its investment offerings for high-net-worth clients, including offshore funds, structured products, and a new bond trading solution. The Board declared a fully franked final dividend of 21.0 cents per share, bringing total dividends to 42.0 cents per share, up 9.1%. The company sees significant opportunity ahead, with plans to double funds under administration over the next four years.

Centrepoint Alliance bolsters advice business with SEQ acquisition

Financial services group Centrepoint Alliance has acquired a 51% controlling stake in South East Queensland Advice Group for $0.5 million upfront. The Queensland-based financial advice business is expected to contribute approximately $0.6 million in EBITDA initially, with a clear pathway to $1.9 million by FY31.

The deal includes an option for Centrepoint to increase its ownership to 75% through a second tranche acquisition, subject to performance and succession milestones. The valuation is based on 7.2x agreed maintainable EBITDA, while approximately 25% ownership remains with continuing advisers and key personnel, ensuring retention and long-term alignment. The acquisition fits squarely within Centrepoint's strategy to expand its direct participation in high-margin, recurring advice earnings.