Amotiv Limited (AU:AOV)
ASX:AOV
Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.4Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a cautious but constructive picture: core financials are stable with organic revenue growth (+3.3%), strong cash conversion (~92%), disciplined capital returns (~$48m) and material transformation benefits from the Amotiv Unified program. Powertrain and LP&E showed margin and revenue strength, offshore diversification and FX hedging improved resilience, and guidance for FY‑26 was reiterated (underlying EBITA ~ $195m). Key negatives include pronounced margin and EBITA weakness in the 4‑wheel drive division (EBITA down >15%, margins -290bps), soft ANZ reseller demand for some LP&E categories, near‑term volume softness in January pickups, inventory build and ongoing restructuring costs. On balance the positives (profitability resilience, cash generation, strategic cost benefits and offshore momentum) outweigh the negatives, which management expects to mitigate through pricing, Unified savings and offshore growth.Company Guidance
Group Revenue Growth (Organic)
Group revenue grew 3.3% year‑on‑year, fully organic, driven by new business wins and higher offshore contributions (offshore revenue +14% outside ANZ).
Underlying EBITA and Profitability
Underlying EBITA was $98.3 million, marginally ahead of the prior comparable period (up ~1.3%), keeping the business on track to meet unchanged FY‑26 guidance (underlying EBITA ~ $195 million).
Powertrain & Undercar Outperformance
Powertrain & Undercar revenue grew ~4.9% and underlying EBIT grew ~6.7%, supported by pricing annualization, broadened product portfolio and New Zealand revenue growth of ~12%.
LP&E Margin Expansion
Lighting, Power & Electrical underlying EBITA increased ~9.5% with margin expansion of ~210 basis points; segment operating costs reduced ~12% vs PCP through Amotiv Unified actions and offshore growth (U.S./EU).
Strong Cash Generation and Capital Return
Cash conversion was strong at just under 92%; the business returned ~ $48 million to shareholders in the period (≈ $18 million buyback completion and ≈ $30 million dividends). Interim dividend $0.20/share (+ ~8%).
Balance Sheet and Leverage
Gearing at 1.95x (within target 1.5x–2.25x); two‑thirds of debt fixed; cost of funds fell ~11 basis points. Management expects deleveraging through H2.
Amotiv Unified Transformation Benefits
Amotiv Unified delivered $15 million gross annualized benefits exiting FY‑25 (net $10 million after $5m reinvestment) included in FY‑26 guidance, and management announced an incremental $10 million annualized gross benefits on exit FY‑26 (net ~$1m EBITA benefit in FY‑26).
Offshore and FX Progress
U.S. dollar earnings grew ~41% vs PCP; combined U.S. dollar and non‑AM earnings represented ~32% of post‑tax earnings, providing natural FX hedging. Company is effectively fully hedged for the remainder of FY‑26 and has locked coverage into H1 FY‑27.
Operational & ESG Improvements
Commissioning of a third Thailand plant underway to add low‑cost capacity; first European towbar contract secured (to be supplied from Thailand); ~850 kW solar commissioned at Keysborough; TRIFR improved to ~9.7.
AU:AOV Earnings History
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
AU:AOV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | AU$8.23 | AU$7.91 | -3.79% |
Aug 13, 2025 | AU$8.94 | AU$8.91 | -0.32% |
Feb 11, 2025 | AU$9.93 | AU$9.23 | -7.07% |
Aug 13, 2024 | AU$9.31 | AU$9.70 | +4.13% |
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 Amotiv Limited (AU:AOV) report earnings?
Amotiv Limited (AU:AOV) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is Amotiv Limited (AU:AOV) earnings time?
Amotiv Limited (AU:AOV) earnings time is at Aug 18, 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 the P/E ratio of Amotiv Limited stock?
The P/E ratio of Amotiv is N/A.
What is AU:AOV EPS forecast?
AU:AOV EPS forecast for the fiscal quarter 2026 (Q4) is 0.4.