James Hardie Industries reported a 64% year-on-year increase in first-quarter FY27 sales to US$1.47 billion, while adjusted EBITDA rose 79% to US$422 million. Management also upgraded its full-year guidance, forecasting proforma adjusted EBITDA growth of 7.4% to 13.7%. Morgan Stanley expects the company’s earnings in 2029 could be about 19% above current market expectations.

BHP, Woolworths and Coles, all members of the ASX 200, raised dividends during this reporting season. BHP’s final dividend increased by about 51.5% year on year to US$0.99 per share, taking its full-year payout to a four-year high. The company said FY26 revenue rose 15% to US$58.8 billion and underlying profit jumped 30% to US$13.2 billion, supported by higher prices for copper, iron ore and metallurgical coal.

Web Travel Group raised its 1H FY27 outlook, guiding for revenue growth of 14% to 16% versus a prior 11% to 15% range. It also said margins are expected to be at least 6.7%, up from 6.5%. The company lifted its underlying EBITDA forecast to $85 to $89 million from $80 to $86 million. UBS analysts remain bullish on the stock and set an upbeat price target.

BHP Group has declared an FY26 final dividend of 99 US cents per share (equivalent to A$1.38), up 65% from a year earlier and its highest in four years. The FY26 full-year dividend totals US$1.72 per share, up 56% and also the largest in four years. The final dividend implies a 72% payout ratio, while total cash returns announced for the year were US$8.7 bn, the highest since the capital allocation framework was introduced in 2016.

BHP reported FY27 revenue up 15% to US$58.8 billion, with underlying EBITDA rising 27% to US$32.9 billion and underlying attributable net profit gaining 30% to US$13.2 billion. Copper led the growth as the average realised price climbed to US$5.74 per pound, pushing copper EBITDA up 48%. The company raised its full-year dividend per share to US$1.72.

Northern Star shares have extended their recent gains, rising about 21% since the end of July to $24.61. Over the same period, gold has climbed nearly 13% to US$4,583 an ounce, providing support for gold miners. In its latest results, the company posted a 19% rise in revenue to $7.62 billion even as gold sold fell 6%, helped by a 26% jump in the average realised gold price to $4,925 an ounce. Underlying EBITDA rose 22% and statutory net profit increased 24%.

PEXA Group reported FY26 revenue of $406.9 million, up 7%, and EBITDA of $151.7 million, up 12%, with margins rising 1.7 percentage points to 37.3%. NPATA increased 35% to $65.3 million, while statutory NPAT from continuing operations swung to a $19.2 million profit from a $65.6 million loss. Free cashflow rose 39% to $93.5 million. Management guided to FY27 group revenue of $385 million to $415 million and NPAT of $5–20 million.

Smart Parking reported FY26 results with revenue up 63% to $126 million and adjusted operating earnings rising 50% to $30.8 million. Adjusted free cash flow increased 56% to a record $20 million, and the company ended the period with $17.4 million in cash. After the period, Smart Parking acquired U.S.-based American Parking and announced an on-market share buyback of up to $5 million. Management said 72% of the revenue increase was organic and reiterated a longer-term target of reaching 3,000 sites by December 2028.

NEXTDC reported FY26 net revenue of $405 million, up 16%, and underlying EBITDA of $248.8 million, up 15%, both above the top end of its guidance. Statutory NPAT swung to a profit of $82.1 million from a $60.5 million loss. Contracted utilisation surged 202% to 740.1MW. Capital expenditure hit a record $3,397 million, $397 million above the top end of guidance, driven by land acquisitions and accelerated construction to meet customer delivery dates.