Telstra Corporation Limited (AU:TLS)
ASX:TLS
Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.11Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a number of clear financial and operational positives: healthy reported and underlying earnings growth, strong cash earnings and EPS expansion, an increased interim dividend and enlarged buyback, meaningful progress on the strategic Aura fibre build, tangible tech and AI efficiency gains, and recognition for network quality. Offsetting these strengths were pockets of product and regional weakness (nbn SIO losses, Fixed Enterprise/DAC pressure), International one‑offs and expected H2 headwinds, ongoing cost items in Mobile (remediation, satellite and redundancy impacts), spectrum renewal uncertainty, and some service/resilience issues tied to device/LEO dynamics. Overall, the positives (strong earnings, cash flow, capital returns, strategic infrastructure progress and technology-driven efficiencies) outweigh the operational and regulatory risks called out in the call.Company Guidance
Strong reported and underlying earnings growth
Reported EBITDAaL up 4.9% to $4.2B; EBIT up 9.2% to $2.0B; NPAT up 8.1% to $1.2B; EPS up 11% to $0.099. Underlying EBITDAaL up 5.5% to $4.2B; cash EBIT up 14% to $2.5B; cash EPS up 20% to $0.14; underlying ROIC up 0.9 ppts to 8.9%.
Capital management: dividend uplift and larger buyback
Interim dividend increased to $0.105 per share (up 10.5% on a cash basis), 90.5% franked. On‑market buyback increased from up to $1.0B to up to $1.25B; $637M completed in H1 (1.1% of shares at avg $4.90), contributing to 2.6% of shares retired in 2025.
Mobile business momentum
Mobile service revenue grew 5.6%; postpaid handheld ARPU +4.8%; prepaid ARPU +14.7% (noting lower unique user basis); wholesale ARPU +7%. Handheld mobile base grew by ~135k; Mobile EBITDA grew ~4% to $2.7B, driven by ARPU and customer growth.
Progress on strategic InfraCo / Aura (Intercity fibre)
Reached halfway mark with ~7,000 km of fibre in ground (of ~14,000 km). Aura expected to cost ~$1.6B above BAU CapEx, largely by end FY27 (some FY28), target mid‑teens IRR and strong revenue growth from FY28 as routes come online.
Operating leverage and cost discipline
Delivered positive operating leverage of 3.1 percentage points. Underlying operating expenses reduced by $179M (‑2.4%), enabling earnings growth despite low income growth.
Technology, digitization and AI adoption delivering efficiencies
Consolidated software partners from ~400 to 2; software development efficiency >20% and release cycles 15–20% faster. 99.9% of 7.7M consumer customers migrated to new digital stack; 86% of consumer service interactions now digital self‑service; first AI assistant tripled self-resolution; >75% of staff with access use AI weekly.
Network quality and resilience recognition
Awarded 2025 Best in Test Mobile Network from umlaut for 8th consecutive year with highest score ever; network experience index expected to improve by ~1 point from optimisation and 5G advanced investment; infrastructure investments improved resilience versus power interruptions.
Strong cash generation and balance sheet metrics
Cash earnings grew 17% to $1.6B; net debt stable at 1.9x despite buybacks; average cost of debt reduced to 4.8%; maintained target A‑band credit rating and reaffirmed guidance (tightened underlying EBITDAaL to $8.2–8.4B).
AU:TLS 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:TLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | AU$4.86 | AU$5.04 | +3.64% |
Aug 13, 2025 | AU$4.79 | AU$4.66 | -2.61% |
Feb 19, 2025 | AU$3.68 | AU$3.89 | +5.59% |
Aug 14, 2024 | AU$3.55 | AU$3.63 | +2.05% |
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 Telstra Corporation Limited (AU:TLS) report earnings?
Telstra Corporation Limited (AU:TLS) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Telstra Corporation Limited (AU:TLS) earnings time?
Telstra Corporation Limited (AU:TLS) earnings time is at Aug 13, 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 Telstra Corporation Limited stock?
The P/E ratio of Telstra Corporation Limited is N/A.
What is AU:TLS EPS forecast?
AU:TLS EPS forecast for the fiscal quarter 2026 (Q4) is 0.11.