Education
About Us
Working with TipRanks
Follow Us
Aurizon Holdings Ltd. (AU:AZJ)
ASX:AZJ
Earnings Data
Report Date
Aug 17, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.11Last Year’s EPS
0.09Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive financial and strategic update: underlying EBITDA, free cash flow and EPS showed strong growth, record Bulk results and meaningful cost savings were delivered, and the company increased shareholder returns via a higher dividend payout and a buyback extension. Strategic progress includes the UT5+ submission, major BHP contract commencement and progress on containerised freight mitigations. Offsetting factors include continued safety focus following a deterioration in total recordable injuries, ongoing containerised freight profitability challenges from third‑party disruptions, ERP implementation costs, and Coal yield/headwinds and contractual uncertainty in the Hunter Valley. Overall, the positives around earnings, cash generation, cost discipline and capital management outweigh the highlighted challenges.Company Guidance
Underlying EBITDA Growth
Underlying EBITDA increased by 9%, driven by solid contributions from Network, Bulk and Coal and supported by regulatory revenue and higher volumes.
Strong EPS and Free Cash Flow
Earnings per share rose ~20% (with share cancellation contributing a 7.4% boost) and underlying free cash flow was $335 million, up 41% on the prior corresponding period.
Record Bulk Performance
Bulk delivered a record first half EBITDA of $117 million, up 39% year-on-year; Bulk revenue rose 6% to $595 million driven by base metals, new iron ore customers and increased grain haulage.
Network Earnings and Regulatory Progress
Network EBITDA increased 4% to $516 million, with volumes flat at 109.8 million tonnes and access revenue up ~$26 million. A customer-supported draft 10-year UT5+ undertaking was lodged, expected to deliver an average annual $45 million EBIT uplift.
Coal Volume and Cost Improvements
Coal volumes increased 1% to 101 million tonnes, revenue rose 3% and unit costs reduced (operating costs down ~4%), contributing to a 13% uplift in Coal earnings in the half; TrainGuard rollout and maintenance scheduling supported cost improvements.
Delivered Cost Savings
Completed $60 million of annualized cost savings (exceeding original $50 million target), contributing to flat operating costs despite 4% revenue growth and a high inflationary environment.
Capital Management and Shareholder Returns
Completed ~$425 million of on-market buybacks over 18 months (average price $3.36) and announced a $100 million extension; dividend payout ratio increased to 90% (H1 dividend $0.125 per share; FY guidance $0.22–$0.23).
CapEx and Balance Sheet Metrics
Half-year CapEx was $327 million (down 5%); non-growth CapEx $247 million (down 17%). Group gearing improved to 55.5% (from 56.2%) and group net debt/EBITDA stands at 3.1x with diversified funding and undrawn facilities.
Strategic Contract Wins and Asset Deployment
Commencement of the integrated BHP South Australia copper contract (1.3Mtpa, ~$1.5 billion revenue over 10 years) — highlighted as the largest known road‑to‑rail conversion in Australia; redeployment of WA Yilgarn assets replaced prior volumes.
Containerised Freight Volume Momentum and Mitigations
National interstate TEU volumes rose by almost 30% with capacity utilisation ~69%; mitigation steps include a 3-year SCT Logistics agreement to manage Cross River Rail disruptions and Kewdale terminal due H1 FY27 to improve efficiency.
AU:AZJ 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
FAQ
When does Aurizon Holdings Ltd. (AU:AZJ) report earnings?
Aurizon Holdings Ltd. (AU:AZJ) is schdueled to report earning on Aug 17, 2026, TBA (Confirmed).
What is Aurizon Holdings Ltd. (AU:AZJ) earnings time?
Aurizon Holdings Ltd. (AU:AZJ) earnings time is at Aug 17, 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 Aurizon Holdings Ltd. stock?
The P/E ratio of Aurizon Holdings is N/A.
What is AU:AZJ EPS forecast?
AU:AZJ EPS forecast for the fiscal quarter 2026 (Q4) is 0.11.