The earnings call presented a mix of strong performances in asset management and banking services, offset by challenges in the commodities market and impairments in green assets. While there was growth in key areas, increased operating expenses and falling return on equity tempered the overall positive outlook.

Company Guidance

In the first half of the fiscal year 2026 results call, Macquarie provided comprehensive guidance detailing several key metrics. The group's net profit was up 3% from the previous comparable period, reaching $1.655 billion, although the return on equity decreased slightly to 9.6% due to a growing capital position. Macquarie Asset Management saw its earnings rise by 43% to $1.175 billion, driven by performance fees, with assets under management standing at $959.1 billion. Banking and Financial Services reported a 22% increase in earnings to $793 million, supported by a 13% growth in the home loan portfolio to over $160 billion and a 12% increase in deposits to over $190 billion. Commodities and Global Markets experienced a 15% decline in net profit contribution to $1.113 billion, despite stable operating income, due to increased operating expenses. Macquarie Capital's net profit surged by 92% to $711 million, thanks to a strong fee income, particularly in Australia and the Americas, and a $3.9 billion rise in its private credit book. The group's funded balance sheet remained robust, with a capital surplus of $7.6 billion over Basel III minimums, while the Board declared a half-year dividend of $2.80 per share, representing a 64% payout ratio.

Macquarie Asset Management Performance

Macquarie Asset Management reported a 43% increase in net profit contribution, due to an increase in performance fees. Assets under management reached $959.1 billion, with significant contributions from private markets and digital assets.

Banking and Financial Services Growth

Net profit contribution increased by 22% to $793 million, driven by a 21% increase in average loan mortgage balance and a 27% increase in deposit balances.

Macquarie Capital's Strong Performance

Net profit contribution increased by 92% to $711 million, supported by advisory income in Australia and the U.S., and net income from the private credit portfolio which saw a $4 billion increase in average balance.

Record Fundraising in Macquarie Asset Management

Macquarie Asset Management raised about $11 billion and invested just over $12 billion, leaving $23.5 billion of dry powder in private markets.

Macquarie Group Limited (AU:MQG) 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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AU:MQG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q2)	4.99 / 4.37	4.23	3.31% (+0.14)
May 09, 2025	2025 (Q4)	5.66 / 5.55	5.47	1.46% (+0.08)
Oct 31, 2024	2025 (Q2)	4.28 / 4.23	3.662	15.51% (+0.57)
Jul 24, 2024	2025 (Q1)	- / -	7.46	―	―	―
May 02, 2024	2024 (Q4)	5.68 / 5.47	7.46	-26.68% (-1.99)
Nov 03, 2023	2024 (Q2)	4.43 / 3.66	5.851	-37.41% (-2.19)
May 04, 2023	2023 (Q4)	7.14 / 7.46	6.807	9.59% (+0.65)
Oct 27, 2022	2023 (Q2)	5.62 / 5.85	5.454	7.28% (+0.40)
May 05, 2022	2022 (Q4)	6.59 / 6.81	5.65	20.48% (+1.16)	―	―
Oct 28, 2021	2022 (Q2)	8.08 / 5.45	2.729	99.85% (+2.72)	―	―

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:MQG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	AU$217.25	AU$204.77	-5.74%
May 09, 2025	AU$199.56	AU$203.78	+2.12%
Oct 31, 2024	AU$224.65	AU$216.59	-3.59%
Jul 24, 2024	AU$202.54	AU$195.64	-3.41%

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 Macquarie Group Limited (AU:MQG) report earnings?

Macquarie Group Limited (AU:MQG) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Macquarie Group Limited (AU:MQG) earnings time?

Macquarie Group Limited (AU:MQG) earnings time is at Nov 07, 2025, 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 Macquarie Group Limited stock?

The P/E ratio of Macquarie Group Limited is N/A.

What is AU:MQG EPS forecast?

AU:MQG EPS forecast for the fiscal quarter 2026 (Q2) is 4.99.

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