The earnings call reflects a positive financial performance with strong growth in key brands like Penfolds and successful integration of DAOU, complemented by significant sustainability achievements. However, challenges in organic revenue growth, distribution disruptions in California, and pricing issues in China present notable concerns.

Company Guidance

During the Treasury Wine Estates FY '25 Full Year Results Call, the company reported a 7.2% increase in net sales revenue to $2.9 billion and a 17% growth in EBITS to $770.3 million. Operating cash flow surged by 22.9%, reducing leverage to 1.9x. The company announced an on-market share buyback of up to $200 million. Penfolds showed strong growth, with NSR per case increasing by 10% and an EBIT margin of 44.4%. Treasury Americas saw a 33.9% EBITS increase, driven by DAOU's 8.2% NSR growth. The Treasury Premium Brands division faced a 7% NSR decline. Sustainability efforts achieved 100% renewable electricity and 98.4% sustainability certification for eligible vineyards and wineries. For FY '26, the company anticipates continued EBITS growth, led by Penfolds, despite a $50 million NSR impact from transitioning California distribution.

Strong Financial Performance

Net sales revenue grew 7.2% to $2.9 billion, and EBITS grew 17% to $770.3 million. Operating cash flow increased by 22.9%, and leverage reduced to 1.9x.

Penfolds Growth

EBIT grew 13.2% driven by strong growth in Asia, particularly in China, with Penfolds reestablishing its presence in the market.

Sustainability Achievements

Achieved 100% renewable electricity across global operations and increased female representation in senior leadership to 48.8%.

DAOU Integration Success

DAOU delivered an 8.2% NSR growth and realized approximately USD 12 million of synergies, exceeding initial expectations.

Treasury Wine Estates Limited (AU:TWE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:TWE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2026 (Q2)	0.28 / -	0.295	―	―	―
Aug 12, 2025	2025 (Q4)	0.29 / 0.28	0.279	1.79% (<+0.01)
Feb 12, 2025	2025 (Q2)	0.31 / 0.29	0.246	19.92% (+0.05)
Aug 14, 2024	2024 (Q4)	0.28 / 0.28	0.248	12.50% (+0.03)
Feb 14, 2024	2024 (Q2)	0.24 / 0.25	0.265	-7.17% (-0.02)
Aug 14, 2023	2023 (Q4)	0.23 / 0.25	0.217	14.29% (+0.03)
Feb 14, 2023	2023 (Q2)	0.28 / 0.27	0.224	18.30% (+0.04)
Aug 17, 2022	2022 (Q4)	0.21 / 0.22	0.184	17.93% (+0.03)	―	―
Feb 16, 2022	2022 (Q2)	0.22 / 0.22	0.241	-7.05% (-0.02)	―	―
Aug 18, 2021	2021 (Q4)	0.27 / 0.18	0.119	54.62% (+0.07)	―	―

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:TWE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	AU$7.43	AU$7.52	+1.18%
Feb 12, 2025	AU$10.66	AU$10.05	-5.74%
Aug 14, 2024	AU$11.39	AU$11.62	+1.98%
Feb 14, 2024	AU$10.27	AU$10.61	+3.25%

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 Treasury Wine Estates Limited (AU:TWE) report earnings?

Treasury Wine Estates Limited (AU:TWE) is schdueled to report earning on Feb 17, 2026, TBA (Confirmed).

What is Treasury Wine Estates Limited (AU:TWE) earnings time?

Treasury Wine Estates Limited (AU:TWE) earnings time is at Feb 17, 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 Treasury Wine Estates Limited stock?

The P/E ratio of Treasury Wine Estates Limited is N/A.

What is AU:TWE EPS forecast?

AU:TWE EPS forecast for the fiscal quarter 2026 (Q2) is 0.29.

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