Daily Roundup

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REA Group delivered a stellar performance in FY26, with the real estate giant posting a 7% revenue increase to $1,793 million. The company's bottom line was even more impressive, with net profit jumping 15% to $650 million. EBITDA climbed 12% to $1,088 million, demonstrating strong operational efficiency across the business. Shareholders are being rewarded handsomely too—the board approved a 20% dividend increase, bringing the total payout to $2.97 per share.

The standout achievement was record audience engagement on realestate.com.au, which attracted 146.4 million monthly visits and 12.7 million average monthly visitors. The company's AI Assistant is proving its worth, converting to high-value actions in 21% of cases. Internationally, North America has emerged as a growth engine, with Realtor.com commanding a 33% share of total U.S. real estate portal visits. Looking ahead, REA expects low double-digit revenue growth in FY27, though operating costs will rise mid to high single-digits.

Aerometrex is firing on all cylinders, with the geospatial data company delivering a stunning earnings upgrade. FY26 EBITDA is expected to surge 117% to 132%, reaching $7.5 million to $8.0 million. The company's MetroMap subscription service has been the driving force, with annual contract value jumping 37.8% to $14.55 million. Revenue is projected to land between $26.5 million and $27.0 million. With cash remaining stable and the business approaching profitability, Aerometrex is well-positioned to build momentum in FY27.

Kinatico has emerged as a high-growth SaaS success story, reporting a 78% surge in normalized profit after tax to $2.0 million. The compliance platform company has successfully shifted its business model, with SaaS revenue now representing 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 paying dividends, with 75 SME signups and a major enterprise win in Civeo. Staff engagement remains strong at 74, signaling a healthy workplace culture.

Aura Consolidated Group is executing its integration strategy flawlessly following the Qoria acquisition, which commenced trading on the ASX as AXQ on July 20. Q2 pro forma revenue grew 27% year-over-year, while adjusted EBITDA loss narrowed by $12.9 million. Cost savings are tracking ahead of plan at $9.0 million annualized, putting the company on track to hit its $55 million total cost savings target for 2026. The company remains confident in achieving its 20%+ ARR growth target and free cash flow guidance.

Beach Energy delivered solid operational results despite revenue headwinds, reporting production of 19.4 MMboe supported by the Waitsia Gas Plant startup. The company achieved underlying EBITDA of $1.0 billion and underlying net profit after tax of $355 million. Average realized gas prices climbed 7% to $11.5 per gigajoule, reflecting disciplined commercial execution. Safety performance was exemplary, with an 18-month recordable injury-free record across all assets. The company also made meaningful progress on its carbon capture and storage initiative, sequestering approximately 1.3 million tonnes of CO2 equivalent through Moomba CCS. A fully franked final dividend of 2.0 cents per share was declared. For FY27, Beach Energy is guiding for production between 19.5 and 23.0 MMboe, with capital expenditure of $600 million to $700 million.