The earnings call presented a mixed picture with significant investments in growth and customer satisfaction improvements, but also highlighted challenges such as decreased earnings and lower thermal fleet availability. The company's strategic focus on flexible assets and decarbonization is promising, yet financial pressures from lower profits and increased costs weigh heavily.

Company Guidance

During the AGL Energy Full Year Results Briefing Conference Call for fiscal year 2025, key guidance and metrics were discussed. AGL deployed approximately $900 million towards battery developments and strategic investments, including grid-scale battery projects like the 500-megawatt Tomago and Liddell batteries. Customer satisfaction remained high at 81.6, with a strategic NPS doubling to a score of plus 8 and a market churn spread of 4.3 percentage points. The company's total injury frequency rate improved to 2 per million hours worked. Financial results were in line with guidance, with earnings impacted by lower wholesale electricity prices, consumer margin compression, and increased depreciation and amortization. A final ordinary dividend of $0.25 per share was declared, totaling $0.48 per share for the year, equating to a 50% payout ratio. AGL also outlined plans to add 12 gigawatts of new renewable and firming capacity by 2035, with interim targets of 6 gigawatts by FY '30. The guidance for FY '26 includes higher underlying EBITDA due to improved plant availability and customer market margins, offset by higher depreciation and finance costs.

Investment in Flexible Assets

Approximately $900 million deployed towards battery developments and strategic investments, including the final investment decision on the 500-megawatt Tomago battery and progress on grid-scale battery developments.

Customer Satisfaction and Growth

Customer satisfaction remains strong at 81.6, with Strategic NPS doubling to a score of plus 8. The Customer Markets business recorded growth in overall customer services, primarily led by telecommunications and Netflix services.

Safety and Employee Engagement

Total injury frequency rate improved to 2 per million hours worked, and employee engagement score increased to 73%.

Decarbonization Strategy

AGL aims to add 12 gigawatts of new renewable and firming capacity by 2035, increasing the interim target from 5 to 6 gigawatts by FY '30, with at least 3 gigawatts of grid-scale batteries.

AGL Energy (AGLXY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AGLXY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2026 (Q2)	0.27 / -	0.348	―	―	―
Aug 12, 2025	2025 (Q4)	0.24 / 0.26	0.405	-35.56% (-0.14)
Feb 11, 2025	2025 (Q2)	0.30 / 0.35	0.385	-9.61% (-0.04)
Aug 13, 2024	2024 (Q4)	0.40 / 0.41	0.181	123.76% (+0.22)
Feb 07, 2024	2024 (Q2)	0.26 / 0.39	0.09	327.78% (+0.30)
Aug 10, 2023	2023 (Q4)	0.18 / 0.18	0.324	-44.14% (-0.14)
Feb 08, 2023	2023 (Q2)	0.17 / 0.09	0.219	-58.90% (-0.13)
Aug 18, 2022	2022 (Q4)	0.05 / 0.32	0.284	14.08% (+0.04)	―	―
Feb 09, 2022	2022 (Q2)	0.18 / 0.22	0.395	-44.56% (-0.18)	―	―
Aug 11, 2021	2021 (Q4)	0.24 / 0.28	0.43	-33.95% (-0.15)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AGLXY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$6.48	$5.66	-12.65%
Feb 11, 2025	$7.03	$7.02	-0.14%
Aug 13, 2024	$6.69	$6.85	+2.39%
Feb 07, 2024	$4.79	$5.25	+9.60%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AGL Energy Limited (AGLXY) report earnings?

AGL Energy Limited (AGLXY) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).

What is AGL Energy Limited (AGLXY) earnings time?

AGL Energy Limited (AGLXY) earnings time is at Feb 11, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AGLXY EPS forecast?

AGLXY EPS forecast for the fiscal quarter 2026 (Q2) is 0.27.

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