Daily Roundup

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REA Group delivered a standout performance for FY26, with revenue climbing 7% to $1,793 million and EBITDA jumping 12% to $1,088 million. The real estate giant's net profit surged 15% to $650 million, translating to earnings per share of $2.97. The board rewarded shareholders with a 20% dividend increase, bringing the total dividend to $2.97 per share. What's particularly impressive is how the company kept operating expenses flat at $705 million while driving growth. On the operational front, realestate.com.au continues to dominate with 146.4 million monthly visits and an average of 36.4 minutes spent per visitor. The company's AI Assistant is proving its worth too, converting to high-value actions in 21% of cases. Internationally, REA is making serious headway, with Realtor.com capturing a 33% share of total U.S. real estate portal visits. Looking ahead, the company expects low double-digit revenue growth in FY27, though operating costs will tick up mid to high single digits.

Aerometrex is riding high on a massive earnings upgrade, projecting FY26 EBITDA to balloon 117% to 132% to between $7.5 million and $8.0 million. The geospatial technology company is posting record annual revenue and EBITDA, with MetroMap's Annual Contract Value climbing 37.8% to $14.55 million. Cash remains stable, signaling the business has hit an inflection point toward sustained profitability. These preliminary results bode well for FY27, with the company well-positioned to build on this momentum.

Aura Consolidated Group wrapped up its first earnings report as AXQ following the Qoria acquisition, which commenced trading on July 20. The company reported 27% year-over-year pro forma revenue growth in Q2, while cost savings are running ahead of schedule at $9 million annualized—putting it on track for the $55 million full-year target. Adjusted EBITDA losses narrowed by $12.9 million year over year. The company remains on track to hit its 2026 ARR growth target and free cash flow guidance of $15.3 million.

Kinatico is firing on all cylinders, with net profit after tax jumping 78% to $2.0 million for FY26. The compliance software company is successfully pivoting toward recurring revenue, with SaaS now accounting for 58.4% of total revenue. Free cash flow more than doubled, climbing 84.9% to $2.5 million. The company's dual go-to-market strategy is working, with 75 SME signups and a strong enterprise pipeline—including a major win with Civeo. Staff engagement sits at a healthy 74, and the company is focused on expanding AI capabilities to meet evolving regulatory demands.

Beach Energy demonstrated disciplined execution with FY26 production of 19.4 MMboe, supported by the Waitsia Gas Plant coming online. The energy company posted underlying EBITDA of $1.0 billion and underlying net profit of $355 million, with the average realized gas price climbing 7% to $11.5 per gigajoule. The company maintained an impressive 18-month recordable injury-free period and captured and stored approximately 1.3 million tonnes of CO2 equivalent through its Moomba CCS facility. Beach Energy also sold its VIC/L35 asset for an implied $130 million, freeing up over $500 million in near-term capital for redeployment. A fully franked final dividend of 2.0 cents per share was declared. For FY27, the company is guiding for production between 19.5 and 23.0 MMboe with capital expenditure of $600 to $700 million.