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AGL Energy Limited (AGLXY)
OTHER OTC:AGLXY
Earnings Data
Report Date
Aug 19, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.29Last Year’s EPS
0.26Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational progress and strategic execution: stronger fleet availability and flexibility, notable battery performance, customer growth and higher consumer margins supported robust H1 results and enabled a narrowed FY '26 guidance range. However, near-term financial headwinds remain from increased depreciation and finance costs, higher net debt from growth investment, lower H1 volatility that constrained upside, and workforce engagement impacts. The business emphasized disciplined capital allocation, cost reductions (target $50 million p.a.), capital recycling (Tilt divestment) and continued large-scale battery and pipeline development to capture long-term demand tailwinds.Company Guidance
Strong operational and financial momentum
Underlying NPAT of $353 million and EBITDA of $1.09 billion driven by improved generation availability, fleet flexibility and customer margin expansion.
Customer growth and satisfaction
Total services to customers increased by 108,000 (including ~45,000 Ampol services); customer satisfaction score rose to 83.8; strategic NPS positive at +4 and churn spread remained strong at 5.3 percentage points.
Consumer margin improvement
Consumer margin improved by 10% versus the prior half, reflecting a return to more sustainable levels and disciplined customer value management.
Battery performance and returns
Operated battery portfolio delivered $35 million EBITDA for the half, up $10 million (≈+40%) on the prior half; battery fleet achieved an EAF of 99% and Torrens Battery is generating an annualized yield of 24% (annualized EBITDA / $189 million project capex).
Flexible fleet realized premium
Flexible asset fleet delivered a realized premium of 20% to the time-weighted average market price for the half, 7 percentage points above FY '25, underpinned by coal flexibility, hydro, gas and batteries.
Development pipeline expansion
Development pipeline grew to 11.3 GW from 9.6 GW at FY '25, an increase of ~1.7 GW (~17.7%), providing significant optionality for renewables and firming projects.
Progress on large-scale projects and M&A
Construction commenced on 500 MW Tomago Battery; Liddell Battery expected to reach full operations in Q4 FY '26 (first 250 MW in the current quarter); acquisition of South Australia VPP (~$80 million) and signed PPAs for Palmer and Waddi wind farms.
Capital recycling and balance sheet actions
Agreement to divest 19.9% of Tilt Renewables for $750 million (expected Q3 settlement) and announced divestment of telco business to Aussie Broadband for ~ $115 million in shares, with partnership incentives to retain bundled customer benefits.
Cost productivity program and improved cash metrics
Announced a cost and productivity improvement program targeting sustainable net operating cost reductions of $50 million p.a. (full benefit FY '27); cash conversion increased 3 percentage points to 93% and liquidity remains ~ $1.2 billion (cash + undrawn facilities).
Strong capital markets access and credit profile
Successful $500 million AMTN bond issuance (7- and 10-year tenors) more than 10x oversubscribed; maintained Baa2 investment-grade rating with covenant headroom.
Guidance refinement and lower-than-expected operating cost growth
Narrowed FY '26 guidance ranges reflecting strong H1 performance; FY '26 operating cost increase now expected to be just under 2% (versus ~3% indicated in August).
AGLXY 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
AGLXY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $6.14 | $6.88 | +12.08% |
Aug 12, 2025 | $6.34 | $5.54 | -12.63% |
Feb 11, 2025 | $6.88 | $6.88 | -0.06% |
Aug 13, 2024 | $6.55 | $6.71 | +2.51% |
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 Aug 19, 2026, TBA (Confirmed).
What is AGL Energy Limited (AGLXY) earnings time?
AGL Energy Limited (AGLXY) earnings time is at Aug 19, 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 (Q4) is 0.29.