Education
About Us
Working with TipRanks
Follow Us
Zip Co Ltd. (AU:ZIP)
ASX:ZIP
Earnings Data
Report Date
Aug 22, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: 3.36%
|Next Earnings Date:Aug 22, 2025
Earnings Call Sentiment|Positive
The earnings call conveyed a strong positive sentiment with record transaction volumes, significant revenue growth, improved credit performance, and strategic advancements in both the US and ANZ markets. Despite some challenges such as a reduction in statutory net profit due to prior period adjustments and an increase in provisions in Australia, the strategic initiatives and financial performance suggest a robust outlook.Company Guidance
During the HY 2025 results briefing, Zip Co Limited reported significant metrics indicating strong financial performance. The company achieved a record transaction volume of AUD 6.2 billion, marking a 24% year-on-year increase from over 45 million transactions. Total income rose nearly 20% to AUD 514 million, supported by a revenue margin of 8.2%. The US operations contributed significantly, representing 70% of the total transaction volume, with TTV growth of 40.3%. The group also reported an active customer base of 6.3 million, with the US seeing customer growth in both Q1 and Q2. Additionally, Zip Co added nearly 82,000 merchants to its platform. The group cash EBTDA reached AUD 67 million, a 117% increase, while credit losses improved by 22 basis points to 1.6% of TTV. The ANZ business returned to growth, with December TTV up 10% year-on-year. Zip Co reaffirmed its FY 2025 targets, projecting cash EBTDA of at least AUD 147 million for the year, and noted the continued momentum and significant growth opportunities in both the US and ANZ markets.Record Transaction Volumes
Zip Co Limited achieved AUD 6.2 billion in transaction volumes, up 24% year-on-year from over 45 million transactions, with significant contributions from the US market.
Strong Revenue Growth
Total income increased nearly 20% to AUD 514 million, driven by strong US volume and increased customer engagement.
Improved Credit Performance
Credit losses improved by 22 basis points from 1.6% of TTV, reflecting strong credit performance in both markets.
Significant US Growth
The US business saw TTV growth of 40.3% and cash earnings growth of 80%, with active customer growth up 6.2% year-on-year.
ANZ Business Recovery
ANZ business returned to growth with TTV returning to year-on-year growth in the second quarter, and Australian TTV for December up 10% year-on-year.
Operating Margin Improvement
Operating margin increased by 584 basis points to 13%, supported by disciplined investment in the cost base.
Carbon Neutral Status Achieved
Zip achieved carbon neutral status for the fourth consecutive year.
---
AU:ZIP 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:ZIP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 24, 2025 | AU$2.38 | AU$2.71 | +13.87% |
| Oct 28, 2024 | AU$2.79 | AU$3.12 | +11.83% |
| Aug 26, 2024 | AU$2.27 | AU$2.09 | -7.93% |
| Feb 26, 2024 | AU$0.94 | AU$0.80 | -14.89% |
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 Zip Co Ltd. (AU:ZIP) report earnings?
Zip Co Ltd. (AU:ZIP) is schdueled to report earning on Aug 22, 2025, TBA Not Confirmed.
What is Zip Co Ltd. (AU:ZIP) earnings time?
Zip Co Ltd. (AU:ZIP) earnings time is at Aug 22, 2025, TBA Not 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 Zip Co Ltd. stock?
The P/E ratio of Zip Co Ltd. is N/A.
What is AU:ZIP EPS forecast?
AU:ZIP EPS forecast for the fiscal quarter 2025 (Q4) is 0.06.
---