The earnings call reflected a significant financial turnaround and successful execution of strategic priorities, particularly in the nonferrous and SLS segments. However, the company faced challenges from global market volatility, particularly in ferrous trading, and had to manage increased working capital and weather-related disruptions. Overall, the company showed resilience and efficiency improvements despite market headwinds.

Company Guidance

During the Sims Limited FY '25 Results Call, the company provided guidance highlighting significant financial improvements and strategic initiatives. In FY '25, Sims achieved a near 50% increase in underlying EBITDA to $430 million and a nearly 200% increase in underlying EBIT to $174.9 million, despite a drop in sales volumes, by prioritizing margin over volume. The Metal division saw increases in unprocessed scrap trading margin percentage and shredder utilization, while the SLS segment benefited from growth in repurposed units, boosting revenue and EBIT margin percentage. The company focused on simplifying operations, enhancing cash generation, and capitalizing on regional opportunities. They emphasized strategic priorities such as reducing days sales outstanding (DSO), managing inventory turns, and optimizing domestic versus export sales. Safety and employee engagement metrics remained strong, with historic lows in lag indicators and high employee engagement scores maintained through challenging market conditions. Looking ahead to FY '26, Sims anticipates continued strong nonferrous demand and benefits from U.S. tariffs protecting domestic scrap markets, while ANZ ferrous margins may remain under pressure due to China's influence on steel prices.

Significant Turnaround in Financial Performance

FY '25 saw a near 50% increase in underlying EBITDA to $430 million and a near 200% increase in underlying EBIT to $174.9 million despite a drop in sales volumes.

Strong Performance in Nonferrous Metals

Nonferrous trading accounted for 34% of group revenue, 7 percentage points higher than last year, driven by strong demand for copper and aluminum.

SLS Division Growth

SLS division reported strong growth driven by the demand from AI and data center expansion, contributing to about 20% of the group's underlying EBIT.

Cost Management and Efficiency Improvements

Achieved cost savings of $35 million in labor through restructuring and rationalization efforts, keeping total costs relatively flat despite inflationary pressures.

Dividend Increase

The Board declared a final dividend of $0.13 per share, taking the full-year dividend to $0.23 per share, reflecting the cash returns from the U.K. sales activities.

Sims (SMUPF) 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 >

SMUPF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 16, 2026	2026 (Q2)	0.21 / -	0.117	―	―	―
Aug 18, 2025	2025 (Q4)	0.20 / 0.16	-0.097	263.33% (+0.26)
Feb 24, 2025	2025 (Q2)	0.13 / 0.12	0.217	-46.27% (-0.10)
Aug 19, 2024	2024 (Q4)	<0.01 / -0.10	0.34	-128.52% (-0.44)
Feb 18, 2024	2024 (Q2)	0.11 / 0.22	0.173	25.00% (+0.04)
Aug 14, 2023	2023 (Q4)	0.35 / 0.34	1.007	-66.17% (-0.67)
Feb 13, 2023	2023 (Q2)	0.14 / 0.17	0.854	-79.70% (-0.68)
Aug 16, 2022	2022 (Q4)	0.94 / 1.01	0.79	27.46% (+0.22)	―	―
Feb 14, 2022	2022 (Q2)	0.76 / 0.85	0.12	613.51% (+0.73)	―	―
Aug 16, 2021	2021 (Q4)	1.09 / 0.79	-0.078	1116.67% (+0.87)	―	―

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

SMUPF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 18, 2025	$9.92	$9.48	-4.44%
Feb 24, 2025	$8.81	$8.82	+0.11%
Aug 19, 2024	$7.24	$7.37	+1.80%
Aug 14, 2023	$9.34	$9.91	+6.10%

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 Sims (SMUPF) report earnings?

Sims (SMUPF) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).

What is Sims (SMUPF) earnings time?

Sims (SMUPF) earnings time is at Feb 16, 2026, After Close (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 SMUPF EPS forecast?

SMUPF EPS forecast for the fiscal quarter 2026 (Q2) is 0.21.

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