The earnings call highlighted significant revenue growth, successful cost management, and strong performance in North America. However, challenges such as construction impacts in Sydney, litigation, and issues with the West Gate Tunnel project were also noted. The overall sentiment is slightly positive due to the strong financial metrics and future growth prospects outweighing the challenges.

Company Guidance

During the Transurban Group FY '25 Results Call, CEO Michelle Jablko and CFO Henry Byrne shared a comprehensive overview of the company's performance and future outlook. Key financial metrics included a 5.6% increase in revenue, a 7.4% growth in EBITDA, and a 5% rise in distributions, outperforming cost guidance. Traffic growth was noted across all markets, with North America showing a 6.4% increase. The company plans a 6% distribution increase next year, supported by successful cost management, with proportional operating costs remaining flat at $947 million. Transurban's strong liquidity, with $3.7 billion in corporate liquidity and $1.7 billion in balance sheet capacity, positions it well for future growth opportunities, including $13 billion worth of projects slated to open in the next year. Additionally, the company is exploring toll reform in New South Wales and potential new opportunities in North America and New Zealand, emphasizing its strategic focus on delivering long-term value to stakeholders.

Revenue and Distribution Growth

Revenue increased by 5.6% and distributions grew by around 5%, with a plan to increase distributions by 6% next year.

EBITDA and Cost Management

Achieved 7.4% EBITDA growth while keeping costs flat, outperforming cost guidance.

Traffic Growth

Traffic grew across all markets with North America up 6.4% and large vehicle traffic in Brisbane up 4.1%.

Strong Performance in North America

North America delivered nearly 25% of overall revenue growth, contributing more revenue than it did 5 years ago with 50% less ownership.

Project Pipeline

Nearly $13 billion worth of projects opening next year with more than $10 billion in new project discussions.

Efficient Funding and Debt Management

Weighted average cost of debt remained flat at 4.5% with 92.5% of the debt book hedged.

Transurban Group (TRAUF) 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 >

TRAUF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2026 (Q2)	0.05 / -	-0.01	―	―	―
Aug 19, 2025	2025 (Q4)	0.03 / 0.02	0.032	-40.00% (-0.01)
Feb 19, 2025	2025 (Q2)	0.06 / >-0.01	0.043	-122.73% (-0.05)
Aug 07, 2024	2024 (Q4)	0.02 / 0.03	0	―
Feb 07, 2024	2024 (Q2)	0.04 / 0.04	0.008	407.69% (+0.03)
Aug 15, 2023	2023 (Q4)	0.02 / 0.00	0.036	―
Feb 06, 2023	2023 (Q2)	0.04 / <0.01	-0.023	137.14% (+0.03)
Aug 17, 2022	2022 (Q4)	0.02 / 0.04	0.006	450.00% (+0.03)	―	―
Feb 17, 2022	2022 (Q2)	-0.02 / -0.02	-0.098	76.97% (+0.08)	―	―
Aug 08, 2021	2021 (Q4)	0.06 / <0.01	-0.064	110.10% (+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

TRAUF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 19, 2025	$9.07	$9.56	+5.40%
Feb 19, 2025	$8.19	$8.62	+5.25%
Aug 07, 2024	$7.99	$8.07	+1.00%
Feb 07, 2024	$7.93	$7.95	+0.25%

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 Transurban Group Ltd. (TRAUF) report earnings?

Transurban Group Ltd. (TRAUF) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).

What is Transurban Group Ltd. (TRAUF) earnings time?

Transurban Group Ltd. (TRAUF) earnings time is at Feb 11, 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 TRAUF EPS forecast?

TRAUF EPS forecast for the fiscal quarter 2026 (Q2) is 0.05.

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