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Austal Limited (AUTLF)
OTHER OTC:AUTLF
Earnings Data
Report Date
Aug 25, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The half-year call presented a broadly positive operational and strategic picture: record order book ($17.7bn), strong revenue growth (+34.4%), and material EBIT improvement (+41%) driven by significant uplift in Australasia and solid U.S. program contributions. These positives are tempered by a small number of onerous U.S. contracts causing margin pressure, an auditor qualification on specific program judgments, a prior forecasting error that required guidance revision, and working capital/cash flow headwinds (negative operating cash flow of $63m and trade receivables up 43%). Management highlights that major CapEx projects are on budget and on schedule, late milestone payments have been collected, and controls are being strengthened. On balance the business shows strong growth and long-term visibility despite discrete execution and program/accounting challenges that management is addressing.Company Guidance
Record Order Book and Program Visibility
Order book at a record $17.7 billion, representing ~76 ships under construction or scheduled and providing revenue/job visibility for about a decade. Recent contracts include Landing Craft Medium and Landing Craft Heavy totalling about $5 billion and 22 ships ordered this year (2 delivered).
Strong Group Revenue Growth
Group revenue increased by 34.4% year-on-year as new programs moved from design into construction and legacy programs wound down.
Material Earnings Improvement
Group EBIT of $60 million for the half, representing earnings growth of 41% year-on-year; NPAT and other key earnings metrics also in double-digit growth.
Outstanding Australasia Performance
Australasia shipbuilding revenue increased 83% and reported EBIT growth of over 600%, driven by the Commonwealth strategic shipbuilding agreement and the Landing Craft contracts; Australasia support revenue up 27%.
U.S. Shipbuilding and Support Momentum
U.S. shipbuilding revenue increased 29% (OPC, T-ATS, submarine contracts offsetting LCS/EPF wind-down). U.S. support revenue grew 11%, with strong contributions from additive/advanced manufacturing.
Support Segment Profitability
Support segment delivered a strong EBIT margin of 17.9%, contributing the majority of group earnings ($41.1 million for the half).
Healthy Balance Sheet & Cash Position (Despite Investment)
Net assets over $1.3 billion and cash balance of $371.6 million at period close. Significant untapped debt lines available to support growth capital requirements.
Strategic CapEx Projects On Track
More than $1 billion of U.S. infrastructure CapEx (MMF3 and FA2), both fully funded and in construction. MMF3 is ahead of schedule with Phase 1 targeted to open in Q4 of the financial year; these projects are on budget and designed to increase capacity.
Strong Strategic Positioning in Defense and Technology
Business is ~96% defense weighted; geographic mix moving toward ~70% U.S./30% Australasia. Growth opportunities noted in submarine module production, AUKUS-related work, additive manufacturing and low-emission commercial technologies.
AUTLF 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
AUTLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 28, 2025 | $4.61 | $5.05 | +9.54% |
Feb 20, 2025 | $2.30 | $2.52 | +9.57% |
Aug 29, 2024 | $1.60 | $1.50 | -6.54% |
Feb 22, 2024 | $1.48 | $1.35 | -8.78% |
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 Austal Limited (AUTLF) report earnings?
Austal Limited (AUTLF) is schdueled to report earning on Aug 25, 2026, Before Open (Confirmed).
What is Austal Limited (AUTLF) earnings time?
Austal Limited (AUTLF) earnings time is at Aug 25, 2026, Before Open (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 AUTLF EPS forecast?
AUTLF EPS forecast for the fiscal quarter 2026 (Q4) is 0.06.