Daily Roundup

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REA Group delivered a stellar performance in FY26, with revenue climbing 7% to $1,793 million and EBITDA jumping 12% to $1,088 million. The company's net profit surged 15% to $650 million, reflecting strong operational execution across its portfolio. What's particularly impressive is that operating expenses remained flat at $705 million despite the revenue growth, demonstrating disciplined cost management.

The real estate giant is clearly benefiting from its AI investments. The AI Assistant achieved a 21% conversion rate to high-value actions, while realestate.com.au recorded record audience engagement with an average of 36.4 minutes per visitor and 146.4 million monthly visits. Internationally, Realtor.com in North America is capturing 33% of total U.S. real estate portal visits, signaling strong traction in that market.

Shareholders will be pleased with the 20% dividend increase, bringing the total to $2.97 per share, with the final dividend rising 25% to $1.73 per share. The company also executed a $200 million share buyback. Looking ahead, REA expects FY27 revenue to grow at low double-digits, with operating costs rising mid to high single-digits.

Beach Energy also impressed with its FY26 results, achieving production of 19.4 MMboe supported by the Waitsia Gas Plant coming online. The company generated underlying EBITDA of $1.0 billion on sales revenue of $1.8 billion, while the average realized gas price climbed 7% to $11.5/GJ. Underlying net profit reached $355 million, though reported net profit hit $281.4 million.

Safety remains a cornerstone of Beach's operations, with the company recording an impressive 18-month injury-free period across all assets. The company also made meaningful progress on its environmental commitments, capturing and storing approximately 1.3 million tonnes of CO2e through its Moomba CCS facility. Beach declared a fully franked final dividend of 2.0 cents per share and maintained strong liquidity of $983 million. For FY27, the company is guiding for production between 19.5 and 23.0 MMboe with capital expenditure of $600 to $700 million.

Aerometrex is firing on all cylinders with a dramatic earnings upgrade. The company expects FY26 EBITDA to surge 117% to 132% to between $7.5 million and $8.0 million, representing record annual results. MetroMap, the company's subscription revenue driver, is particularly strong, with annual contract value jumping 37.8% to $14.55 million. Group revenue is expected to land between $26.5 and $27.0 million. The company's cash position remains stable, suggesting it's approaching net profitability—a significant milestone for the geospatial technology firm.

Kinatico is executing well on its dual go-to-market strategy. The compliance software company reported a 78% surge in normalized profit after tax to $2.0 million, while free cash flow nearly doubled to $2.5 million. The shift toward recurring revenue is evident, with SaaS now accounting for 58.4% of total revenue. Kinatico secured a major enterprise customer in Civeo and is in advanced talks with other large organizations. The company also maintains strong staff engagement with an employee engagement score of 74. Revenue grew 9% to $35.2 million, and net tangible assets per share increased from 1.9 cents to 2.5 cents.

Aura Consolidated Group is making solid progress following its Qoria acquisition, which commenced trading on the ASX as AXQ on July 20. The company reported 27% year-over-year growth in pro forma revenue and ARR for Q2'26, while pro forma Adjusted EBITDA improved 51% year over year. Cost savings are tracking ahead of schedule at $9.0 million annualized, putting the company on track to achieve its $55 million total cost savings target for 2026. Aura is reaffirming its 2026 outlook for 20%+ ARR growth and positive free cash flow of $15.3 million, demonstrating the integration is proceeding smoothly.