Education
About Us
Working with TipRanks
Follow Us
Tabcorp Holdings Limited (TABCF)
OTHER OTC:TABCF
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
<0.01Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed materially positive financial progress and strategic execution: revenue and earnings grew, margins expanded, leverage fell to a conservative 1.5x and product/retail initiatives advanced (EBTs, TAB Live clearance, national tote work). Headwinds include below-average wagering yields that reduced revenue (~15 bps / ~$10m), ongoing technology inflation, timing-related cash items and regulatory execution risk for national rollouts. On balance, achievements and improvements in earnings, cost discipline, balance sheet flexibility and product momentum outweigh the challenges.Company Guidance
Revenue and Earnings Growth
Group revenue grew 1% to $1.34 billion; variable contribution increased 4.3%; EBITDA rose 14.3% to $217.4 million; EBIT increased 18.9% to $110.2 million; NPAT before significant items grew 61.5%.
Margin Expansion and Cost Discipline
EBITDA margin improved by 190 basis points to 16.2%; OpEx adjusted for the reform Victorian license decreased 3.7%; underlying cost improvement of $13.5 million and identified cost reductions of $13.9 million contributed to operating leverage.
Balance Sheet Strength and Capital Management
Net debt to EBITDA leverage reduced to 1.5x (well below target <2.5x); CapEx for H1 reduced 11% to $51 million with FY26 guidance maintained at $120–$140 million; underlying cash conversion in H1 was 86% with FY guidance of 90%–100%.
Successful Funding and Improved ROIC
Issued $300 million under a new AMTN at a fixed coupon of 5.99% (5.5 year tenor) which extended average maturity to 5.4 years; return on invested capital improved ~360 basis points versus PCP.
Victorian Wagering Reform Benefit
Reform of the Victorian wagering license delivered an estimated incremental $12.2 million of EBITDA in H1 (benefit recognized for full 6 months vs 4.5 months in PCP).
Digital, Venue and Demographic Growth
Management reported digital and venue turnover up 12% in the half; sport turnover up 26%; management highlighted growth among younger customers—18–24 cohort cited as up 14.2% (management also referenced 42% on a slide, indicating strong focus on younger cohorts).
Product and Operational Wins
Successful rollouts and features included AFL Miss-By-One, Mega Pot, TAB Time (weekly sellouts, record sellout in 3 minutes), TAB Takeover; renewed Integrity Services (MAX) partnerships and growth opportunities; ACMA clearance for TAB Live (cleared for NSW rollout).
Retail Modernization Progress
Modernized betting terminals (EBTs) in production with rollout commencing first week of July; new retail commercial model progressing with planned investments to support omnichannel and venue partners.
TABCF 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
TABCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $0.59 | $0.73 | +23.14% |
Aug 26, 2025 | $0.41 | $0.54 | +33.33% |
Feb 19, 2025 | $0.38 | $0.38 | 0.00% |
Aug 27, 2024 | $0.36 | $0.33 | -9.89% |
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 Tabcorp Holdings Limited (TABCF) report earnings?
Tabcorp Holdings Limited (TABCF) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Tabcorp Holdings Limited (TABCF) earnings time?
Tabcorp Holdings Limited (TABCF) earnings time is at Aug 25, 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 TABCF EPS forecast?
TABCF EPS forecast for the fiscal quarter 2026 (Q4) is <0.01.