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G8 Education Limited
(Sydney:GEM)
G8 Education Limited (GEM) vs. iShares MSCI Australia ETF (EWA)
G8 Education Limited Business Overview & Revenue Model
G8 Education Limited Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 946.84M | 1.02B | 983.44M | 901.29M | 845.07M |
| Gross Profit | 231.96M | 929.21M | 891.85M | 209.39M | 185.08M |
| EBITDA | 235.86M | 184.54M | 237.81M | 201.33M | 207.48M |
| Net Income | -303.31M | 67.69M | 56.06M | 36.61M | 45.68M |
Balance Sheet | |||||
| Total Assets | 1.70B | 1.91B | 1.90B | 1.91B | 1.98B |
| Cash, Cash Equivalents and Short-Term Investments | 38.09M | 47.68M | 40.25M | 37.83M | 74.13M |
| Total Debt | 1.41B | 783.99M | 778.13M | 713.55M | 728.91M |
| Total Liabilities | 1.17B | 991.07M | 997.29M | 1.02B | 1.07B |
| Stockholders Equity | 525.68M | 916.31M | 905.50M | 883.36M | 914.71M |
Cash Flow | |||||
| Free Cash Flow | 117.08M | 134.54M | 156.99M | 77.16M | 41.59M |
| Operating Cash Flow | 168.04M | 167.06M | 201.51M | 136.76M | 84.27M |
| Investing Cash Flow | -64.35M | -44.34M | -56.75M | -59.30M | -53.28M |
| Financing Cash Flow | -113.28M | -115.28M | -142.34M | -113.77M | -273.84M |
G8 Education Limited Technical Analysis
G8 Education Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
58 Neutral | AU$85.54M | 11.91 | 17.97% | 9.92% | ― | ― | |
56 Neutral | AU$93.08M | 20.92 | 12.24% | 12.92% | 26.16% | ― | |
52 Neutral | AU$81.87M | 119.49 | 0.87% | ― | -1.08% | ― | |
48 Neutral | AU$29.24M | 4.70 | -22.15% | 1.67% | -2.81% | -503.02% | |
43 Neutral | AU$169.74M | -1.76 | -43.21% | 7.86% | -0.89% | 16.45% | |
41 Neutral | AU$13.96M | -2.37 | -111.42% | ― | -14.55% | 70.98% |
G8 Education Limited Corporate Events
Dimensional entities have lodged a notice stating they have ceased to be a substantial holder in G8 Education Limited as of 27 February 2026, ending a prior disclosed substantial shareholding position. The filing, made under Australian Corporations Act disclosure rules, signals a reduction in Dimensional’s voting power in the childcare group, potentially altering G8 Education’s institutional investor mix and the balance of influence among major shareholders.
While the notice does not detail individual transactions, it confirms there are no new or changed associate relationships affecting Dimensional’s interest in G8 Education. The change may have implications for market perception and liquidity in G8 Education shares, as the exit of a substantial holder can affect trading dynamics and highlight shifts in institutional support for the company over time.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$0.40 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education has disclosed that Host-Plus Pty Limited, a superannuation fund manager, has ceased to be a substantial shareholder in the company as of 26 February 2026. The change, lodged under Australia’s substantial holding rules, signals a reduction in Host-Plus’s voting interest, which may alter G8 Education’s institutional investor mix and potentially affect perceptions of its shareholder base.
No new associates were reported in connection with the change, and the notice confirms that Host-Plus’s status as a substantial holder has ended without additional disclosed shifts in related party associations. While the filing provides limited detail on transaction terms, the departure of a large holder is a notable development for governance watchers and investors monitoring ownership concentration in the childcare operator.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$0.40 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has disclosed a change in the shareholding of non-executive director Julie Ann Cogin, who increased her directly held stake in the company through an on-market purchase. Cogin acquired 25,000 fully paid ordinary shares for $9,125, lifting her direct holding to 55,000 shares while her indirect holding remains at 45,000 shares, signalling a modest vote of confidence in the company from within its boardroom.
The transaction, completed on 26 February 2026 and reported to the ASX in line with director disclosure rules, involved no share disposals or changes to contractual interests. The move marginally strengthens insider ownership and may be viewed by investors as a positive alignment of director and shareholder interests, though it does not alter the company’s broader capital structure or governance arrangements.
The most recent analyst rating on (AU:GEM) stock is a Sell with a A$0.34 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education reported a challenging 2025 financial year, with group revenue falling 7.2% to $948.2 million and operating EBIT down 18.9% to $93.3 million as lower occupancy weighed on earnings. The group posted a statutory net loss after tax of $303.3 million, largely driven by $349.1 million in goodwill impairment, and maintained a conservative balance sheet while paying a modest interim dividend but no final dividend.
Occupancy dropped to 65.8% from 70.7%, reflecting sector headwinds including falling birth rates, increased supply, affordability pressures and negative media coverage affecting trust in the sector. Despite the weaker trading environment, G8 preserved EBIT margin stability through prudent cost control, continued to optimise its centre network, and strengthened quality metrics, with 95% of centres rated Meeting or Exceeding the National Quality Standard and improved staff retention supported by government-funded wage uplifts.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$0.80 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education has released its investor presentation detailing the full year results for the 12 months ended 31 December 2025. The materials, authorised by the board and lodged with the ASX, mark the formal communication of the company’s 2025 financial and operational performance to investors and other stakeholders.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$0.80 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education expects to recognise a non-cash goodwill impairment of about $350 million in its full-year results, driven by lower projected occupancy, cost of living pressures, rising wages and operating costs, and anticipated regulatory and compliance burdens. The write-down does not affect its FY25 EBIT (lease-adjusted) guidance of $91 million to $98 million or breach lending covenants, but it underscores the headwinds facing its childcare operations.
In light of the impairment factors, current trading conditions and capital management needs, the board has decided not to pay a final dividend for the year to 31 December 2025 and to pause its on-market share buyback until there is greater clarity on occupancy and sector conditions. Management maintains confidence in the group’s strategic direction and core operations, but remains focused on navigating the difficult environment and prioritising safety, compliance, family experience, quality education, occupancy growth and financial sustainability, with further detail due at the full-year results on 23 February 2026.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education has announced that it will release its 2025 full-year financial results and Annual Report on Monday, 23 February 2026, providing investors and stakeholders with an updated view of the company’s performance. The company will host a results briefing at 9:00 AEDT on the same day, with access available via a pre-registered conference call and live webcast, underscoring its commitment to transparent communication with the market.
The scheduled release and briefing signal an upcoming information event that may influence market perceptions of G8 Education’s operational progress and financial health. Investors and analysts will be watching the disclosures closely for indications about trading conditions in the childcare sector, the company’s strategic execution, and any implications for future returns and capital allocation.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
State Street Corporation and several of its asset management subsidiaries, including State Street Bank and Trust Company and State Street Global Advisors entities, have lodged a notice that they have ceased to be substantial shareholders in G8 Education Limited as of 27 January 2026. The change indicates that a major institutional investor has reduced its holding below the substantial shareholder threshold, potentially altering G8 Education’s share register composition and signalling a shift in institutional ownership dynamics that existing shareholders and market participants may monitor for implications on liquidity and market perception.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has provided an updated notification to the ASX on its ongoing on-market share buy-back program for its ordinary fully paid shares (GEM), originally announced in August 2025. As part of the program, the company reported that it had repurchased a cumulative total of 14,790,258 shares before the most recent trading day and a further 150,304 shares on the previous day, signalling continued execution of its capital management strategy and potential efforts to enhance shareholder value through reducing the number of shares on issue.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. As of 15 January 2026, the company reported that it has repurchased a total of 14,347,614 shares prior to the previous trading day and a further 150,237 shares on the previous day, reflecting continued execution of the buy-back first notified in August 2025. The continued buy-back activity signals ongoing capital management by G8 Education and may support earnings per share and shareholder value, while indicating management’s confidence in the company’s financial position and future prospects.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. As of 15 January 2026, the company reports that it has repurchased a cumulative total of 14,282,668 shares prior to the previous day, with an additional 64,946 shares bought back on the previous trading day, signaling continued execution of its capital management strategy and potential implications for shareholder value and the company’s capital structure.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has provided an updated notification to the ASX on its ongoing on‑market share buy-back program for its ordinary fully paid shares. As of 14 January 2026, the company reported that it had repurchased a cumulative total of 14,162,076 shares prior to the previous trading day, with an additional 120,592 shares bought back on the previous day, reflecting continued execution of the buy-back first announced in August 2025. The daily disclosure underscores G8 Education’s active capital management strategy, with the ongoing reduction in shares on issue potentially enhancing earnings per share and signalling management’s confidence in the company’s valuation to investors.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$1.00 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.
G8 Education Limited has provided an updated notification to the ASX on its ongoing on-market share buy-back program for its ordinary fully paid shares (GEM). As of 22 December 2025, the company reported that it had repurchased a total of 13,891,294 shares prior to the previous trading day and bought back a further 141,299 shares on the previous day, continuing a buy-back that was initially notified in August 2025. The daily update underscores the company’s active capital management strategy, signalling to investors that G8 Education is using surplus capital to reduce its share base, which may support earnings per share and reflects management’s confidence in the company’s valuation.
The most recent analyst rating on (AU:GEM) stock is a Hold with a A$0.80 price target. To see the full list of analyst forecasts on G8 Education Limited stock, see the AU:GEM Stock Forecast page.