BWP Trust (BWP) Earnings Dates, Call Summary & Reports

Q: When does BWP Trust (AU:BWP) report earnings?

BWP Trust (AU:BWP) is schdueled to report earning on Aug 10, 2026, TBA (Confirmed).

Q: What is BWP Trust (AU:BWP) earnings time?

BWP Trust (AU:BWP) earnings time is at Aug 10, 2026, TBA (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is the P/E ratio of BWP Trust stock?

The P/E ratio of {name} is N/A.

Q: What is AU:BWP EPS forecast?

AU:BWP EPS forecast for the fiscal quarter 2026 (Q4) is 0.09.

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Earnings Data

Report Date

Aug 10, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.09

Last Year’s EPS

0.09

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 12, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Overall the call presents a positive operational and financial update: strong statutory profit (+41.2%), valuation uplift (+$155.9M) and FFO growth (+6%), an extended WALE (7.5 years), affirmed distribution guidance (+4.1% year-on-year) and an upgraded credit rating underpin a constructive view. These positives outweigh near-term challenges from repurposing-driven vacancy/headwinds, a small number of negative market rent reviews (-4.4% for affected leases), one-off internalization costs, and some timing uncertainty on development income recognition.

Company Guidance

Management reaffirmed FY26 guidance of total distributions of $0.1941 per security (up 4.1% on FY25’s $0.1865) and declared an interim distribution of $0.0958 payable 27 Feb 2026; half‑year FFO was $70.4m (up 6% YoY) with distributions at 98.6% of FFO and a target payout range of 90–110% of FFO. They expect FY26 capital expenditure of $60–70m (with stay‑in‑business CapEx ~ $10–15m), repurposing yield‑on‑costs of 10%+, 93 leases due for CPI/fixed increases in H2 (additive to 73 in H1) and three Bunnings market rent reviews to be completed in H2. Key balance‑sheet and portfolio metrics supporting the guidance: gearing 24.7% (board preferred 20–30%), WALE 7.5 years (up 3.1 years pcp), occupancy 96.7%, weighted average cap rate 5.27% (‑13bps) and a $155.9m valuation uplift; they completed a $300m 5‑year MTN, report a 4.4% weighted average cost of debt, Moody’s A3 (stable) rating, and have sufficient liquidity to cover a $150m bond maturing April 2026 — guidance remains subject to no major disruption to the Australian economy or market conditions.

Strong Profit and Valuation Uplift

Statutory profit after fair value movements and tax of $221.8 million vs $157.1 million in the prior period (up 41.2%); net fair value gains of $155.9 million driven by improved rental income and cap rate compression of 13 basis points to a weighted average cap rate of 5.27%.

Improved Lease Duration and Leasing Outcomes

Portfolio weighted average lease expiry (WALE) extended to 7.5 years, an increase of 3.1 years year-on-year; occupancy at 96.7% despite repurposing activity; large format retail (LFR) leasing spreads averaged +7.6% across 8 tenancies; like-for-like rental growth of 2.6% for the 12 months to 31 December 2025.

FFO Growth and Distribution Progression

Funds from operations increased to $70.4 million, up 6% year-on-year; interim distribution declared of $0.0958 per security; full-year distribution guidance reaffirmed at $0.1941 per security, a 4.1% increase on prior year; half distributions represented ~98.6% of FFO with a target payout range of 90%–110% of FFO.

Accretive Acquisition and LFR Portfolio Expansion

Completed acquisition of HomeCentre Morayfield in Queensland for $48 million at a market cap rate of 5.75%; fully leased and earnings accretive from settlement. Since 2020 BWP's LFR portfolio has grown to approx. $1.2 billion and BWP cites a ~ $100 million tenant-led expansion/repurposing pipeline.

Stronger Capital Position and Credit Upgrade

Completed a $300 million 5-year Australian medium-term note issuance, diversifying funding; Moody's upgraded credit rating to A3 (stable); gearing at 24.7% (within Board preferred 20%–30% range); weighted average cost of debt stable at 4.4%.

Active Portfolio Renewal and Capital Recycling

Divestments of non-core assets (Morley $19.5 million, Port Kennedy $14.3 million) both at premiums to book; unconditional contract to sell Chadstone Homeplus for $86.0 million with settlement expected June 2026 and a realized IRR of 15.2% since acquisition; proceeds earmarked to reduce drawn debt.

Progress on Repurposing and Development Pipeline

Construction commenced at Fountain Gate and Noarlunga and progress at Broadmeadows; capex guidance for FY2026 of $60 million–$70 million to support repurposing and tenant-led expansions; management expects repurposing yield-on-cost of 10%+ for priority projects.

BWP Trust (AU:BWP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:BWP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 10, 2026	2026 (Q4)	0.09 / -	0.09	―	―	―
Feb 12, 2026	2026 (Q2)	0.10 / 0.31	0.092	233.70% (+0.21)	―	―
Aug 05, 2025	2025 (Q4)	0.09 / 0.09	0.09	0.00% (0.00)	―	―
Feb 05, 2025	2025 (Q2)	0.09 / 0.09	0.09	2.22% (<+0.01)	―	―
Aug 13, 2024	2024 (Q4)	0.09 / 0.09	0.093	-3.23% (>-0.01)	―	―
Feb 06, 2024	2024 (Q2)	0.09 / 0.09	0.089	1.12% (<+0.01)	―	―
Aug 01, 2023	2023 (Q4)	0.09 / 0.09	0.093	0.00% (0.00)	―	―
Feb 07, 2023	2023 (Q2)	0.09 / 0.09	0.09	-1.11% (>-0.01)	―	―
Aug 02, 2022	2022 (Q4)	0.09 / 0.09	0.09	3.33% (<+0.01)	―	―
Feb 08, 2022	2022 (Q2)	0.13 / 0.09	0.089	1.12% (<+0.01)	―	―

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:BWP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 12, 2026	AU$3.70	AU$3.70	0.00%
Aug 05, 2025	AU$3.54	AU$3.55	+0.28%
Feb 05, 2025	AU$3.13	AU$3.28	+4.86%
Aug 13, 2024	AU$3.27	AU$3.34	+2.27%

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 BWP Trust (AU:BWP) report earnings?

BWP Trust (AU:BWP) is schdueled to report earning on Aug 10, 2026, TBA (Confirmed).

What is BWP Trust (AU:BWP) earnings time?

BWP Trust (AU:BWP) earnings time is at Aug 10, 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 BWP Trust stock?

The P/E ratio of BWP Trust is N/A.

What is AU:BWP EPS forecast?

AU:BWP EPS forecast for the fiscal quarter 2026 (Q4) is 0.09.