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Kogan.com Ltd. (AU:KGN)
ASX:KGN
Earnings Data
Report Date
Aug 24, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.5Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong, broad‑based performance at Kogan.com: double‑digit sales growth, expanding margins, record marketplace and subscription traction, robust cash generation and a healthy balance sheet. These positives were offset by a deliberate but steep reset at Mighty Ape (revenue down 25%, adjusted EBITDA loss of $3.2M) that depressed group EBITDA slightly and requires working capital to rebuild inventory. Management presented a clear remediation plan (One Group strategy) and month‑by‑month margin improvement in New Zealand, signalling recovery potential. On balance the operational and financial strengths of Kogan.com, strong cash flows, and a defined plan to fix Mighty Ape outweigh the short‑term drag and execution risk.Company Guidance
Kogan.com Revenue and Sales Growth
Kogan.com drove gross sales past $0.5 billion (up 21% YoY) and revenue grew ~17% YoY, demonstrating the platform is the primary growth engine for the group.
Improved Profitability and Operating Leverage
Kogan.com gross profit climbed ~16% to nearly $100.0M and adjusted EBITDA rose 18% to $27.6M, with adjusted EBITDA margin expanding to 11.9% and adjusted EBIT margin to 9.7% — evidence of operating leverage converting revenue growth into earnings.
Strong Cash Generation and Balance Sheet
Group operating cash flow was $46.9M and free cash flow was $45.1M (free cash flow up 2% YoY). The group finished the half debt-free with $71.8M total cash (up >$4M YoY).
Platform & Exclusive Product Mix Driving High‑Quality Earnings
72% of gross profit came from exclusive products and services (own IP/supply chain, loyalty and marketplace). Platform-based sales grew 16.6% to $68.9M, and platform margins expanded to ~52% this half.
Marketplace and Subscription Momentum
Kogan Marketplace delivered a record half with revenue up 31.6% to $19.5M. Kogan FIRST subscription revenue grew 7.6% to $30.3M and deferred income increased 13.7% to $11.2M, highlighting recurring revenue strength (~50% of product gross sales from FIRST members).
Kogan Verticals and Products Performance
Kogan Verticals revenue climbed 8.8% to $12.3M (Kogan Mobile +13%, Kogan Internet +40%). Kogan Products revenue rose 19% to $167.9M while gross profit increased 26.4% to $35.1M and gross margin improved by 1.2 percentage points to 20.9%; avg. price per item sold up 11% to $179 and >70% of product revenue from own brands.
Working Capital & Inventory Improvements
Inventory optimization released $7.1M YoY, and Mighty Ape inventory was reduced by 32%, improving working capital efficiency.
Shareholder Returns
Returned capital during the half: $5.8M in dividends (net of DRP) plus $4.8M in on‑market buybacks; Board declared an interim fully franked dividend of $0.080 per share with a 2.5% DRP discount.
AU:KGN 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:KGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 25, 2025 | AU$3.96 | AU$4.09 | +3.49% |
Aug 21, 2023 | AU$5.38 | AU$4.78 | -11.21% |
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 Kogan.com Ltd. (AU:KGN) report earnings?
Kogan.com Ltd. (AU:KGN) is schdueled to report earning on Aug 24, 2026, TBA (Confirmed).
What is Kogan.com Ltd. (AU:KGN) earnings time?
Kogan.com Ltd. (AU:KGN) earnings time is at Aug 24, 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 Kogan.com Ltd. stock?
The P/E ratio of Kogan.com is N/A.
What is AU:KGN EPS forecast?
Currently, no data Available