tiprankstipranks
Trending News
More News >
Fleetwood Limited (AU:FWD)
ASX:FWD
Advertisement

Fleetwood Limited (FWD) AI Stock Analysis

Compare
8 Followers

Top Page

AU:FWD

Fleetwood Limited

(Sydney:FWD)

Select Model
Select Model
Select Model
Neutral 68 (OpenAI - 4o)
Rating:68Neutral
Price Target:
AU$2.50
▼(-3.10% Downside)
Fleetwood Limited's strong financial performance and attractive valuation are offset by weak technical indicators. The company's robust dividend yield and reasonable P/E ratio suggest it is undervalued, but bearish momentum indicates caution. Improving profitability and cash flow sustainability are key areas for future growth.
Positive Factors
Revenue Growth
Consistent revenue growth indicates strong market demand and effective sales strategies, enhancing long-term business prospects.
Cash Generation
Improved cash generation enhances financial flexibility, supporting investments in growth and innovation, and ensuring operational stability.
Market Position
Strong market position in both OEM and aftermarket sectors provides a competitive edge, ensuring sustained demand and revenue stability.
Negative Factors
Free Cash Flow Challenges
Negative free cash flow growth may limit the company's ability to invest in new opportunities and manage financial obligations effectively.
Profitability Concerns
Low net profit margins can hinder the company's ability to generate sufficient returns, affecting long-term financial health and shareholder value.
Profitability and Cash Flow Sustainability
Sustainability issues in profitability and cash flow may impact future growth and operational resilience, requiring strategic focus to address.

Fleetwood Limited (FWD) vs. iShares MSCI Australia ETF (EWA)

Fleetwood Limited Business Overview & Revenue Model

Company DescriptionFleetwood Limited engages in the design, manufacture, and sale of modular accommodation units in Australia and New Zealand. It operates through three segments: RV Solutions, Building Solutions, and Community Solutions. The company also engages in the operation of accommodation villages; develops and commercialize keyless locks and energy management systems; and manufacture, installation, and distribution of recreational vehicle parts and accessories. It offers accommodation solutions for resources, education, affordable housing, mining, and corrections sectors; and provides caravan plumbing and electrical services, as well as supplies related parts. The company was formerly known as Fleetwood Corporation Limited and changed its name to Fleetwood Limited in November 2020. Fleetwood Limited was founded in 1964 and is headquartered in Subiaco, Australia.
How the Company Makes MoneyFleetwood Limited generates revenue through multiple channels, primarily by selling automotive parts directly to OEMs and through a network of wholesale and retail partners in the aftermarket sector. The company benefits from economies of scale in production, allowing it to offer competitive pricing while maintaining healthy profit margins. Key revenue streams include bulk sales contracts with major automotive manufacturers, retail sales through auto parts stores, and online sales through e-commerce platforms. Additionally, FWD has formed strategic partnerships with automotive industry leaders, enhancing its market presence and driving sales growth. The company also invests in research and development to innovate new products, thereby creating additional revenue opportunities through enhanced offerings.

Fleetwood Limited Financial Statement Overview

Summary
Fleetwood Limited shows strong revenue growth and improved operational efficiency. The balance sheet is stable with low leverage, but there are challenges in enhancing profitability and sustaining free cash flow growth.
Income Statement
75
Positive
Fleetwood Limited has demonstrated a strong revenue growth rate of 8.74% in the most recent year, indicating positive momentum. The gross profit margin remains robust, reflecting efficient cost management. However, the net profit margin is relatively low, suggesting room for improvement in profitability. The EBIT and EBITDA margins have improved significantly, showcasing better operational efficiency.
Balance Sheet
70
Positive
The company's debt-to-equity ratio is low, indicating a conservative leverage position, which is favorable for financial stability. The return on equity has improved but remains modest, suggesting potential for enhanced shareholder returns. The equity ratio is healthy, reflecting a strong capital structure.
Cash Flow
65
Positive
Operating cash flow has increased significantly, indicating improved cash generation capabilities. However, the free cash flow growth rate is negative, highlighting potential challenges in sustaining cash flow. The operating cash flow to net income ratio is strong, but the free cash flow to net income ratio suggests room for improvement in converting profits into cash.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue503.88M503.08M416.36M409.33M445.14M353.60M
Gross Profit136.01M373.60M286.50M269.82M290.99M214.75M
EBITDA45.03M43.94M23.91M20.23M-35.56M41.95M
Net Income14.56M14.56M3.79M2.05M-47.46M13.34M
Balance Sheet
Total Assets257.43M257.43M250.59M276.19M310.19M335.47M
Cash, Cash Equivalents and Short-Term Investments51.02M51.02M39.33M46.58M55.27M57.57M
Total Debt17.26M17.26M18.65M25.34M27.18M31.38M
Total Liabilities91.67M91.67M85.34M110.55M146.68M113.00M
Stockholders Equity165.76M165.76M165.24M165.63M163.52M222.47M
Cash Flow
Free Cash Flow36.53M35.62M5.06M-2.33M5.30M20.02M
Operating Cash Flow42.55M42.55M17.84M5.48M15.25M26.70M
Investing Cash Flow-6.36M-6.36M-12.17M-6.73M-7.00M-1.31M
Financing Cash Flow-24.49M-24.49M-12.92M-7.44M-10.55M-33.55M

Fleetwood Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.58
Price Trends
50DMA
2.91
Negative
100DMA
2.81
Negative
200DMA
2.61
Negative
Market Momentum
MACD
-0.11
Positive
RSI
35.40
Neutral
STOCH
36.98
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:FWD, the sentiment is Negative. The current price of 2.58 is below the 20-day moving average (MA) of 2.72, below the 50-day MA of 2.91, and below the 200-day MA of 2.61, indicating a bearish trend. The MACD of -0.11 indicates Positive momentum. The RSI at 35.40 is Neutral, neither overbought nor oversold. The STOCH value of 36.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:FWD.

Fleetwood Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
€347.98M14.8016.13%5.39%25.14%-14.54%
68
Neutral
€275.89M19.188.79%9.96%20.83%290.55%
66
Neutral
€33.60M8.9117.38%0.69%-8.28%89.71%
64
Neutral
AU$108.06M47.094.01%2.74%-0.72%-78.03%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
AU$520.86M22.2034.21%2.48%3.10%5.08%
54
Neutral
AU$40.09M-2.57-32.52%-300.55%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:FWD
Fleetwood Limited
2.58
0.73
39.61%
AU:ACF
Acrow Formwork and Construction Services Limited
1.08
0.07
6.54%
AU:VBC
Verbrec Ltd
0.15
<0.01
5.07%
AU:SND
Saunders International Limited
0.82
0.07
9.33%
AU:BWE
Dynamic Group Holdings Limited
0.28
0.00
0.00%
AU:DUR
Duratec Limited
1.78
0.38
27.14%

Fleetwood Limited Corporate Events

Fleetwood Limited Announces Director Departure
Nov 25, 2025

Fleetwood Limited announced that Bruce Nicholson has ceased to be a director as of November 25, 2025. This change in leadership could impact the company’s strategic direction, as Nicholson held significant interests in the company, including 186,370 fully paid ordinary shares and 534,056 unquoted and unvested performance rights.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces CEO Departure and Interim Leadership
Nov 24, 2025

Fleetwood Limited has announced the immediate departure of its Managing Director and CEO, Mr. Bruce Nicholson, as part of a strategic realignment to ensure long-term success. The Board has initiated a search for a new CEO, with Chair John Klepec temporarily assuming the role of Executive Chairman, affirming that the company’s strategic initiatives and commitment to stakeholders remain unchanged.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Updates Director’s Securities Holdings
Nov 11, 2025

Fleetwood Limited has announced a change in the director’s interest, specifically regarding Bruce Nicholson’s holdings. The change involves the acquisition of 128,614 unquoted performance rights under Fleetwood’s Long Term Incentive Plan, increasing his total to 534,056 unquoted and unvested performance rights. This adjustment reflects the company’s ongoing commitment to aligning executive incentives with long-term company performance, potentially impacting stakeholder perceptions of Fleetwood’s strategic direction.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited 2025 AGM Resolutions Passed
Oct 27, 2025

Fleetwood Limited has announced the results of its 2025 Annual General Meeting, where all resolutions were passed as ordinary resolutions. These included the adoption of the remuneration report, the re-election of Mr. Jeff Dowling as a director, the issuance of performance rights to the Managing Director & CEO, and the approval to increase the director fee pool. The successful passing of these resolutions indicates strong shareholder support and positions the company for continued governance and operational effectiveness.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Reports Strong FY25 Performance and Dividend Payout
Oct 27, 2025

Fleetwood Limited’s 2025 Annual General Meeting highlighted a strong financial performance for FY25, resulting in a total dividend payment of 25 cents per share. The company’s Community Solutions business unit experienced significant earnings growth due to increased activity in the Karratha region and high demand at Searipple Village. Building Solutions also saw an earnings uplift, driven by diversified revenue streams and operational improvements, particularly from the education sector. These results reflect effective management and favorable market conditions, positioning Fleetwood well in its industry.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces Director’s Interest Change
Oct 23, 2025

Fleetwood Limited has announced a change in the director’s interest, specifically concerning Bruce Nicholson. The change involves the acquisition of 86,370 fully paid ordinary shares and the lapse of 136,233 unquoted performance rights, which were part of Fleetwood’s Long Term Incentive Plan. This adjustment reflects the company’s ongoing commitment to aligning director incentives with company performance, potentially impacting shareholder value and director engagement.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces Cessation of Performance Rights
Oct 22, 2025

Fleetwood Limited has announced the cessation of 555,246 performance rights due to the lapse of conditional rights that have not been met or have become incapable of being satisfied. This development may impact the company’s financial strategies and stakeholder interests as it reflects on the company’s ability to meet certain performance conditions.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces Quotation of New Securities on ASX
Oct 21, 2025

Fleetwood Limited has announced the quotation of 246,866 ordinary fully paid securities on the Australian Securities Exchange (ASX) under the code FWD. This move follows the cessation of transfer restrictions on securities previously issued under an employee incentive scheme, potentially impacting the company’s market liquidity and providing more flexibility for stakeholders.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces Hybrid Format for 2025 AGM
Sep 24, 2025

Fleetwood Limited has announced its 2025 Annual General Meeting (AGM), scheduled for October 27, 2025, to be conducted as a hybrid meeting. This approach allows shareholders and proxyholders to participate either in person or online, reflecting the company’s commitment to accessibility and engagement with its stakeholders.

The most recent analyst rating on (AU:FWD) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Releases 2025 Corporate Governance Statement
Aug 26, 2025

Fleetwood Limited has released its Corporate Governance Statement for the financial year ending June 30, 2025, which has been approved by the Board and is included in their 2025 Annual Report. This statement outlines the extent to which Fleetwood has adhered to the ASX Corporate Governance Council’s recommendations, highlighting their commitment to transparency and accountability in their corporate governance practices. The release of this statement serves as a key tool for stakeholders to assess Fleetwood’s governance standards and compliance with ASX requirements, potentially impacting investor confidence and the company’s market positioning.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Releases FY25 Annual Report, Emphasizing Sustainability and Innovation
Aug 26, 2025

Fleetwood Limited has released its annual report for the fiscal year ending June 30, 2025, highlighting its continued evolution as a leader in the modular building and RV sectors. The report underscores the company’s commitment to sustainability and quality, which has solidified its position as a household name in Australia. The announcement reflects Fleetwood’s strategic focus on innovation and sustainability, which are key to maintaining its competitive edge and delivering value to its stakeholders.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Reports Robust Financial Growth and Strategic Positioning
Aug 26, 2025

Fleetwood Limited reported a significant financial performance improvement for the fiscal year ending June 30, 2025, with a 284% increase in net profit after tax and a 400% rise in full-year dividends. The company’s Community Solutions segment, particularly Searipple Village, demonstrated strong results, while Building Solutions saw revenue growth due to strategic diversification. Despite challenges in the RV Solutions segment, the aftermarket sector showed resilience. Fleetwood’s capital management included substantial free cash flow generation and share buy-backs, with a focus on maximizing shareholder returns. The outlook remains positive, especially for Community and Building Solutions, with strong pipelines and strategic positioning in key sectors.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Announces Dividend Distribution
Aug 26, 2025

Fleetwood Limited has announced a new dividend distribution for its ordinary fully paid securities. The dividend amount is set at AUD 0.135 per share, with an ex-date of September 15, 2025, a record date of September 16, 2025, and a payment date of October 3, 2025. This announcement reflects the company’s financial performance for the six-month period ending June 30, 2025, and is an indication of its commitment to returning value to shareholders.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Fleetwood Limited Reports Strong Financial Growth for FY2025
Aug 26, 2025

Fleetwood Limited reported a significant financial performance improvement for the year ended June 30, 2025. The company experienced a 20.8% increase in revenue from ordinary activities, reaching $503.1 million, and a substantial 226% rise in EBIT to $26.7 million. Net profit from continuing operations after tax soared by 284% to $14.6 million. The company announced a final dividend of 13.5 cents per security, fully franked, marking a significant increase from the previous year’s 2.5 cents. Fleetwood Limited’s net tangible assets per security also improved to $1.21 from $1.06. The deregistration of dormant subsidiaries was completed during the year.

The most recent analyst rating on (AU:FWD) stock is a Hold with a A$3.00 price target. To see the full list of analyst forecasts on Fleetwood Limited stock, see the AU:FWD Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 26, 2025