Seek Limited (SKLTF)
OTHER OTC:SKLTF
Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.2Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operational and financial results: double-digit revenue growth, material EBITDA and adjusted profit expansion, a record dividend, improved leverage and clear evidence that proprietary data plus AI investments are translating into better matching, higher candidate engagement (1.5x), placement-share gains and durable yield expansion. Key negatives were a large non-cash Zhaopin impairment, some volume softness (particularly paid volumes in parts of APAC), modest private fund performance, and increased investment-related accounting impacts (higher CapEx, D&A and share-based payments). On balance the positive operational momentum, product-driven yield gains, completed freemium rollout in Asia and tightened guidance outweigh the listed challenges, though management flagged execution and measurement risks that they are actively managing.Company Guidance
Revenue Growth and Scale
Reported revenue of $601 million, up 12% year-on-year (11% excluding Sidekicker), driven by product mix and regional growth.
Strong Earnings and Profitability
EBITDA increased 19% and adjusted profit for continuing operations was $104 million, up 35% year-on-year; management highlighted operating leverage with total cost growth (excluding Sidekicker) of 8% vs revenue growth of 11%.
Record Dividend and Improved Balance Sheet
Board declared a record dividend of $0.27 per share (up 13% year-on-year). Net leverage improved from 2.3x to 2.0x and remains well within target (<2.5x), supporting capital returns.
AI and Proprietary Data Driving Commercial Outcomes
Company highlighted ~0.75 billion proprietary data points and ~1 billion daily marketplace decisions powering AI features; candidate relevance increased 1.5x through improved matching and explanations, underpinning placement share gains and yield expansion.
Yield and Product Monetization
Sustained yield momentum: ANZ yield uplift of 17% in the half; depth adoption grew 2.7x over the last 3 years and company reported 15% compound yield growth over the last 3 years, demonstrating monetization of advanced/targeted products.
ANZ Market Leadership and Share Gains
ANZ delivered double-digit revenue growth despite a down market, achieved the highest placement share in recent history and expanded the gap to the nearest competitor (reported ~4.9x lead in placement share).
Asia Freemium Rollout and Early Marketplace Strengthening
Freemium has now been launched in all Asian markets; monthly unique hires in Asia are up ~18% year-on-year and total ads/unique visitors are increasing, indicating flywheel strengthening as freemium scales.
Guidance Tightened with Confident Positioning
Management tightened FY guidance range and expects revenue and EBITDA to be in the top half of the original guidance range, signaling confidence in the outlook.
SKLTF 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
SKLTF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 16, 2026 | $14.81 | $14.81 | 0.00% |
Aug 18, 2025 | $15.49 | $15.49 | 0.00% |
Feb 17, 2025 | $15.11 | $15.21 | +0.67% |
Aug 12, 2024 | $14.05 | $13.15 | -6.41% |
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 Seek Limited (SKLTF) report earnings?
Seek Limited (SKLTF) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is Seek Limited (SKLTF) earnings time?
Seek Limited (SKLTF) earnings time is at Aug 18, 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 SKLTF EPS forecast?
SKLTF EPS forecast for the fiscal quarter 2026 (Q4) is 0.2.