Wesfarmers Limited (WFAFF)
OTHER OTC:WFAFF
Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.76Last Year’s EPS
0.72Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The results show material progress across multiple fronts: solid NPAT growth (+9.3%), dividend increase, strong performances at Bunnings, Kmart Group, WesCEF (including first positive lithium contribution) and Health (Priceline sales +14.4%). Cash generation was strong and sustainability metrics improved meaningfully. Near‑term challenges include Officeworks' transformation costs and earnings decline, Covalent refinery ramp‑up and odor remediation delaying full lithium upside, some commodity and regional trading headwinds (Target apparel, Kleenheat), and higher net debt following capital returns. Management emphasizes productivity and AI/digital investments to offset price investment and support long‑term growth. Overall, positive operational momentum and disciplined capital management outweigh the identifiable near‑term execution and ramp‑up risks.Company Guidance
Net Profit After Tax Growth
Group NPAT increased 9.3% to $1.6 billion for the half, driven by strong earnings from Bunnings, Kmart Group and growth platforms Lithium and Health.
Dividend and Capital Return
Board declared a fully franked interim dividend of $1.02 per share, a 7.4% increase year‑on‑year; a $1.50 per share capital management distribution was paid in December.
Divisional Earnings Growth
Divisional earnings rose 6.8% for the half, with broad-based earnings growth across the portfolio (all divisions except Officeworks grew earnings).
Bunnings Strong Performance
Bunnings sales grew 4% across product categories and segments; earnings (ex-property) increased 5% to $1.39 billion, supported by new warehouse tool shop rollout (283 stores) and $120m+ of price investment.
Kmart Group Momentum
Kmart Group earnings increased 6.1% to $683 million, driven by Anko product innovation, growth in customer numbers and continued value positioning (one-up and two-up price tiers).
WesCEF / Lithium Progress
WesCEF earnings rose 18.1% to $209 million; lithium delivered a positive EBIT contribution of $6 million for the first time, mine and concentrator operating above nameplate towards period end, and first high‑quality hydroxide product produced at Covalent.
Health Division Growth
Wesfarmers Health reported headline Priceline network sales up 14.4%; adjusted earnings (ex-amortization and prior restructuring) up 9.8%, supported by network expansion, promotions, private label and wholesale momentum.
Sustainability & Safety Improvements
Group TRIFR improved from 9.9 to 9.6; Scope 1 and 2 market‑based emissions fell by more than 27% half‑on‑half following retail businesses achieving 100% renewable energy in 2025.
Cash Generation & Asset Realisations
Free cash flow increased 35.6% to $2.75 billion (benefitting from proceeds from asset sales including Coregas and BWP Management); divisional cash realisation remained strong at 103%.
Balance Sheet & Funding Headroom
Net financial debt increased to $4.9 billion after shareholder distributions but the group maintained strong investment‑grade ratings; average cost of funds reduced from 3.8% to 3.6% and committed unused bank facilities of ~ $1.3 billion remained available.
Technology & Productivity Initiatives
Group accelerating AI and digital productivity investments (OneDigital/OnePass/retail media), with practical deployments at Bunnings (team chatbot ~100k answers, AI markdown tool saved ~100k hours) expected to deliver ongoing productivity and customer benefits.
WFAFF 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
WFAFF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $62.08 | $57.86 | -6.81% |
Aug 27, 2025 | $57.24 | $57.43 | +0.33% |
Feb 19, 2025 | $45.87 | $47.12 | +2.71% |
Aug 28, 2024 | $48.59 | $47.15 | -2.97% |
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 Wesfarmers Limited (WFAFF) report earnings?
Wesfarmers Limited (WFAFF) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is Wesfarmers Limited (WFAFF) earnings time?
Wesfarmers Limited (WFAFF) earnings time is at Aug 20, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is WFAFF EPS forecast?
WFAFF EPS forecast for the fiscal quarter 2026 (Q4) is 0.76.