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

Management upgraded FY26 guidance to revenue of A$120–125m (growth c.22–27% on pcp) after H1 revenue of A$55.5m (+14%); FY gross profit is now guided to 40–45% (H1 was 48%); reported EBITDA is guided to A$4–6m and underlying EBITDA A$9–11m (H1 underlying A$4.4m vs prior ~A$0.7m; FY25 underlying A$0.6m). Management expects total airfreight and penalty tariffs of ~A$5.8m for FY26 (H1 airfreight A$1.8m, penalty tariff A$0.4m), received a one‑off A$0.8m legal payment, and flagged inventory rising from A$28.1m (up from A$20.1m) by a further ~A$8–10m to ~A$36–38m by year end; net working capital at H1 was A$33.4m (vs A$23.2m prior), operating cash outflow H1 was A$5.7m, and the NAB working‑capital facility was increased from A$10m to A$20m.

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.

Bubs Australia Ltd. (AU:BUB) Earnings, Revenues Date & History

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AU:BUB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 01, 2026	2026 (Q4)	- / -	0.002	―	―	―
Feb 26, 2026	2026 (Q2)	- / <0.01	0.004	-50.00% (>-0.01)	―	―
Aug 28, 2025	2025 (Q4)	- / <0.01	-0.015	113.33% (+0.02)	―	―
Feb 27, 2025	2025 (Q2)	- / <0.01	-0.01	140.00% (+0.01)	―	―
Aug 26, 2024	2024 (Q4)	- / -0.01	-0.085	82.35% (+0.07)	―	―
Feb 25, 2024	2024 (Q2)	- / -0.01	-0.06	83.33% (+0.05)	―	―
Aug 31, 2023	2023 (Q4)	0.00 / -0.09	-0.003	-2733.33% (-0.08)	―	―
Feb 27, 2023	2023 (Q2)	>-0.01 / -0.06	0	―	―	―
Aug 30, 2022	2022 (Q4)	<0.01 / >-0.01	-0.013	76.92% (<+0.01)	―	―
Feb 23, 2022	2022 (Q2)	-0.01 / 0.00	-0.02	―	―	―

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).

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What companies are reporting earnings today?

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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