The call presented a constructive operational and financial trajectory: revenue and EBITDA grew materially, margins expanded, operating cash flow improved, and several underperforming segments (AMA Collision, ACM Parts) have shown clear recoveries. Management maintained FY'26 guidance and outlined a credible medium-term 10% EBITDA margin target while continuing to invest in network capacity and capability. Headwinds were present but contained: Capital SMART saw a modest EBITDA decline, Wales experienced softer heavy-repair volumes, weekly repairs averaged below the 5,000 target, corporate non-cash costs increased, and lease costs/taxes rose. Overall, the positive momentum across core businesses and clear execution plans outweigh the manageable near-term challenges.

Company Guidance

Management maintained FY26 guidance of normalized pre‑AASB16 EBITDA of $70–$75 million, reiterated a medium‑term goal to lift pre‑AASB16 EBITDA margin in the core collision repair businesses to 10% within 3–4 years, and set an operational target of averaging 5,000 repairs per week (H1 average: 4,772/week). For H1 FY26 they reported revenue of $524.1m (up $29.6m, +6%), normalized pre‑AASB16 EBITDA of $30.5m (up $5.5m, +21.9%) with an EBITDA margin of 5.8% (core collision margin 5.9%), operating cash flow after lease payments of $12.2m (up 16.2%), net debt of $20.7m, and FY26 CapEx guidance of ~$40m (H1 CapEx $15.3m). Division results included Capital SMART EBITDA $24.0m, AMA Collision EBITDA $6.1m (up $8.1m YoY), Wales EBITDA $3.8m, and ACM Parts positive EBITDA $0.7m; other notable metrics: LTIFR 3.1, finance costs down $1.5m, and the group expects to remain within financial covenants for the next 12 months.

Group Revenue Growth

Group revenue of $524.1 million, up $29.6 million or 6.0% on 1H FY'25; core vehicle collision repair revenue increased 6.6% to $503.5 million.

Strong EBITDA Improvement

Normalized pre-AASB 16 EBITDA of $30.5 million, up $5.5 million or 21.9% versus 1H FY'25; EBITDA margin improved from 5.0% to 5.8% (core collision margin up from 5.4% to 5.9%).

Operating Cash Flow and Balance Sheet

Operating cash flow after lease payments was positive $12.2 million, up $1.7 million or 16.2% year-on-year. Net debt remained modest at $20.7 million (30 Jun '25: $17.7 million) and the group continues to meet financial covenants.

AMA Collision Turnaround

AMA Collision delivered revenue of $194.1 million (up $18.4 million or 10.5%) and a normalized pre-AASB 16 EBITDA of $6.1 million, an improvement of $8.1 million versus 1H FY'25 driven by operational optimization and capability improvements.

Capital SMART Network Scale & Revenue

Capital SMART revenue increased 3.3% to $245.9 million; normalized 1H EBITDA of $24.0 million (slightly down versus prior year but in line with expectations). Three new sites opened in 1H and two further expansions planned.

ACM Parts Turnaround

ACM Parts achieved positive normalized pre-AASB 16 EBITDA of $0.7 million, up $1.4 million year-on-year, driven by reclaim/genuine parts initiatives, consumables growth and strong uplift in external revenues.

Safety and People Metrics

LTIFR improved to 3.1 from 4.2 year-on-year; headcount increased by 37 with voluntary turnover maintained at favorable levels and ongoing investment in upskilling and retention.

Maintained FY'26 Guidance and Medium-term Target

Management maintained FY'26 normalized pre-AASB 16 EBITDA guidance of $70–$75 million and reiterated a target for core collision EBITDA margin of 10% within 3–4 years (management believes it may be achieved sooner).

Ama Group Limited (AU:AMA) Earnings, Revenues Date & History

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AU:AMA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 24, 2026	2026 (Q4)	<0.01 / -	0.01	―	―	―
Feb 23, 2026	2026 (Q2)	- / >-0.01	-0.01	80.00% (<+0.01)	―	―
Aug 21, 2025	2025 (Q4)	0.02 / 0.01	0.06	-83.33% (-0.05)	―	―
Feb 20, 2025	2025 (Q2)	-0.01 / -0.01	-0.062	83.87% (+0.05)	―	―
Aug 22, 2024	2024 (Q4)	0.03 / 0.06	0.009	566.67% (+0.05)	―	―
Feb 22, 2024	2024 (Q2)	-0.03 / -0.06	-0.189	67.20% (+0.13)	―	―
Sep 06, 2023	2023 (Q4)	0.00 / <0.01	-0.177	105.08% (+0.19)	―	―
Feb 20, 2023	2023 (Q2)	-0.10 / -0.19	-0.408	53.68% (+0.22)	―	―
Aug 22, 2022	2022 (Q4)	-0.17 / -0.18	-1.124	84.25% (+0.95)	―	―
Feb 21, 2022	2022 (Q2)	-0.33 / -0.41	-0.088	-363.64% (-0.32)	―	―

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:AMA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 23, 2026	AU$0.70	AU$0.71	+1.43%
Aug 21, 2025	AU$0.94	AU$0.94	0.00%
Feb 20, 2025	AU$0.53	AU$0.54	+1.89%
Aug 22, 2024	AU$0.48	AU$0.49	+1.88%

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 Ama Group Limited (AU:AMA) report earnings?

Ama Group Limited (AU:AMA) is schdueled to report earning on Aug 24, 2026, TBA (Confirmed).

What is Ama Group Limited (AU:AMA) earnings time?

Ama Group Limited (AU:AMA) earnings time is at Aug 24, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is the P/E ratio of Ama Group Limited stock?

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

What is AU:AMA EPS forecast?

AU:AMA EPS forecast for the fiscal quarter 2026 (Q4) is <0.01.