Charter Hall Group (AU:CHC)
ASX:CHC
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Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.53Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was predominantly positive: management reported strong operating earnings growth (OEPS +21.6%), record equity inflows ($4.8bn), significant FUM and property FUM expansion, a large pre-committed development pipeline, and upgraded FY26 guidance to $1.00 per security (23% growth). Balance sheet metrics remain robust (7.7% gearing, $1bn dry powder) and financing margins have improved. Caveats include higher variable operating costs, timing/recognition nuances in transaction fee revenue, construction and residential execution risks, and exposure to a higher interest rate environment — all manageable but worth monitoring. On balance, the positive operational momentum, fundraising success and upgraded guidance outweigh the near-term cost and timing challenges.Company Guidance
Strong operating earnings and EPS growth
Operating earnings for H1 FY26 were $238.8–$239.0 million and OEPS was $0.505, a 21.6% increase on the prior comparable period; management upgraded FY26 OEPS guidance to ~$1.00 (23% growth vs FY25).
Record equity inflows and funds under management growth
Gross equity inflows of $4.8 billion in the half (record for a 6-month period); group FUM rose pro forma from $84.3 billion to $92.2 billion (~+9.4%), and property FUM increased from $66.8 billion to $73.6 billion (~+10.2%).
Robust transaction activity and deployment capacity
Total transaction volume of $9.8 billion (acquisitions $6.6 billion, divestments $3.2 billion); balance sheet gearing low at 7.7% with ~$1 billion undrawn cash and platform investment capacity of >$7.8 billion.
High returns and dividend track record
Return on contributed equity of 23.1% post-tax (over 28% pre-tax); 15th consecutive year of dividend growth with dividends CAGR of 7.8% over that period and FY26 DPS guidance of ~6% growth vs FY25.
Strong property fundamentals and portfolio metrics
Platform comprises >1,600 assets with 97% occupancy, market-leading 7.5-year WALE, 7.5-year WALE on balance-sheet portfolio 8.2 years; office platform $26 billion with 95% occupancy and strong leasing momentum (124,000 sqm leased across 134 transactions).
Large and accretive development pipeline
Development pipeline of $17.9 billion with $4.8 billion committed (74% of committed office pre-leased, 94% of committed industrial pre-leased); industrial development pipeline $6.5 billion and $1.3 billion of completions in last 12 months.
Sustainability and energy achievements
Installed ~89.7 MW of solar across the platform (sufficient for ~20,000 homes), green loans exceed $8 billion and the platform operates as net zero from July 2025 via on-site solar and renewable contracts.
Improving financing metrics
Raised ~$10 billion of new debt/refinancing across the platform YTD; platform credit margins averaged savings of ~27 bps and head-stock debt margin down ~22 bps, contributing to additional investment capacity.
Funds management earnings momentum
Funds management base fees up 5.3% H1; FM EBITDA of $142.3 million; transaction fees materially higher at $32 million driven by elevated transaction volumes and inflows.
AU:CHC 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:CHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | AU$23.57 | AU$22.48 | -4.62% |
Aug 20, 2025 | AU$22.59 | AU$22.64 | +0.22% |
Feb 19, 2025 | AU$15.87 | AU$16.82 | +6.04% |
Aug 20, 2024 | AU$11.64 | AU$13.48 | +15.79% |
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 Charter Hall Group (AU:CHC) report earnings?
Charter Hall Group (AU:CHC) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is Charter Hall Group (AU:CHC) earnings time?
Charter Hall Group (AU:CHC) earnings time is at Aug 20, 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 Charter Hall Group stock?
The P/E ratio of Charter Hall Group is N/A.
What is AU:CHC EPS forecast?
AU:CHC EPS forecast for the fiscal quarter 2026 (Q4) is 0.53.