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Endeavour Group Ltd (AU:EDV)
ASX:EDV
Earnings Data
Report Date
Aug 28, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.07Last Year’s EPS
0.07Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call illustrated a mixed but constructive picture: Hotels momentum, strong cash generation, meaningful cost program delivery and clear retail re-pricing/market-share gains are positive. Offsetting these are notable retail margin compression, an 11.6% decline in Retail EBIT, one-off charges (~$45m), lower free cash flow and elevated reinvestment needs (higher CapEx). Management presented a decisive strategy reset and concrete early wins but acknowledged near-term pressure from competition and macro factors.Company Guidance
Underlying EBIT Delivered at Upper End of Guidance
Group delivered underlying EBIT of $563 million (upper end of January trading update range) demonstrating execution against guidance despite a challenging market.
Hotels: Strong Sales and Earnings Growth
Hotels sales grew 4.4% to $1.2 billion; underlying EBIT grew 5% to $275 million, with EBIT margin expanding 13 basis points to 23.5%. Over 800 new electronic gaming machines (EGMs) installed in H1 and 21 hotel renewals completed; FY24 renewal cohort delivering >20% ROI in year 2 (ahead of 15% target).
Retail: Market Share Gains and Customer Response to Price Reset
Retail sales increased 0.2% to $5.5 billion; combined Dan Murphy's and BWS (ex-specialty) grew 0.7% in H1 and delivered six consecutive months of sales growth to end-February. Dan Murphy's achieved record purchase intent/value-for-money scores and a record sales month in December following a deliberate shelf-price reset.
Fast Online Growth and Omnichannel Momentum
Online sales for Dan Murphy's and BWS grew 35.1% and now represent 11.3% of combined sales (with a strong Q2 uplift noted by management); BWS app reached ~850,000 monthly active users (over 50% millennial/Gen Z).
Material Cost Savings and Strong Cash Generation
endeavourGO delivered $24 million of savings in the half and cumulative program benefits of ~$289–290 million over 4.5 years. Net operating cash flow was $997 million with a cash realization ratio of 165%; net debt decreased by $34 million year-on-year and the group had $1 billion of undrawn debt facilities at balance date.
Capital Allocation and Shareholder Return
Board approved a fully franked interim dividend of $0.108 per share (70% payout ratio of underlying NPAT). Management increased FY26 CapEx guidance to $460–500 million to accelerate hotel renewals and EGM investment, showing active reinvestment into the business.
Customer and Loyalty Engagement Strength
pub+ loyalty now has >600,000 active users accounting for 29% of F&B transactions; Hotels voice-of-customer score 9.1/10; BWS delivered its highest ever e-commerce month in December.
AU:EDV 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:EDV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | AU$3.98 | AU$3.84 | -3.52% |
Feb 27, 2025 | AU$4.29 | AU$3.98 | -7.14% |
Aug 15, 2023 | AU$5.42 | AU$5.20 | -4.15% |
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 Endeavour Group Ltd (AU:EDV) report earnings?
Endeavour Group Ltd (AU:EDV) is schdueled to report earning on Aug 28, 2026, After Close (Confirmed).
What is Endeavour Group Ltd (AU:EDV) earnings time?
Endeavour Group Ltd (AU:EDV) earnings time is at Aug 28, 2026, After Close (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 Endeavour Group Ltd stock?
The P/E ratio of Endeavour Group Ltd is N/A.
What is AU:EDV EPS forecast?
AU:EDV EPS forecast for the fiscal quarter 2026 (Q4) is 0.07.