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Earnings Data
Report Date
Sep 01, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a clear operational turnaround and momentum: H1 delivered double-digit revenue growth, a positive underlying EBITDA, strong U.S. retail expansion and encouraging China and ROW progress. Management upgraded FY guidance and put in place leadership, marketing and supply-chain initiatives to sustain growth. Key near-term risks are higher airfreight/tariff costs, an active inventory rebuild that has driven cash outflow and regulatory/quality uncertainties in the industry. On balance, operational wins and upgraded guidance materially outweigh the headwinds, but execution against inventory, cost and regulatory risks will be critical in H2.Company Guidance
Revenue Growth
H1 revenue of $55.5m, up 14% year-on-year; strong U.S. contribution with the U.S. growing ~48% in the half; upgraded FY'26 revenue guidance of $120m–$125m (22%–27% growth).
Profitability Turnaround
Underlying EBITDA positive $4.4m in H1 versus prior corresponding period (~$0.7m); reported EBITDA $3.0m versus $0.6m prior; FY'26 guidance upgraded to underlying EBITDA $9m–$11m and reported EBITDA $4m–$6m.
Strong Gross Margin
Gross profit margin maintained at 48% in H1 (down slightly from ~50% prior but well above prior guidance of 40%–45%); H1 margin achieved despite airfreight and tariff headwinds.
U.S. Retail Expansion
Significant ranging wins and store expansion in the U.S.: current store footprint ~5,500 with guidance to exceed 8,500 by year-end; ranged with Target, Walmart (including Sam's Club), Sprouts and strong Amazon presence; premium natural subcategory up 44% vs total category up 3%, with Bubs representing ~8% of that premium subcategory.
China Channel Momentum
Encouraging performance in China with growth concentrated in 2nd/3rd tier cities; O2O distribution expanded +77% and sell-through in those stores up +50%; maintained #1 position on Tmall CBEC; sell-out now looks stronger after stock rebalancing.
Leadership and Strategic Deployment
Transitioned from strategy development to deployment with five leadership appointments (including new Global CMO and U.S. commercial lead) and standing up a transformation office; digital marketing re-rate into TikTok/Reddit/AI-driven channels.
Supply Chain Efficiency Gains
Operational improvements in warehouse/container packing delivering an estimated $400k p.a. cash saving; domestic manufacturing facility running effectively (40%–60% of nameplate capacity) and networked partners to scale production.
Liquidity and FX Risk Management
NAB working capital facility extended from $10m to $20m to support inventory rebuild; transactional USD exposure hedged through to year-end to manage FX volatility.
AU:BUB 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
AU:BUB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | AU$0.12 | AU$0.12 | 0.00% |
Aug 28, 2025 | AU$0.16 | AU$0.18 | +12.50% |
Feb 27, 2025 | AU$0.14 | AU$0.14 | 0.00% |
Aug 26, 2024 | AU$0.13 | AU$0.13 | 0.00% |
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 Bubs Australia Ltd. (AU:BUB) report earnings?
Bubs Australia Ltd. (AU:BUB) is schdueled to report earning on Sep 01, 2026, TBA (Confirmed).
What is Bubs Australia Ltd. (AU:BUB) earnings time?
Bubs Australia Ltd. (AU:BUB) earnings time is at Sep 01, 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 Bubs Australia Ltd. stock?
The P/E ratio of Bubs Australia Ltd. is N/A.
What is AU:BUB EPS forecast?
Currently, no data Available