Peak earnings season is upon us. Keep reading to see our analyst's thoughts on some of the weeks big winners and losers. You can view our entire catalogue of results articles here.

WiseTech Global (WTC)

WiseTech shares soared after the company announced 28% revenue growth and better than expected guidance for FY 2025. Our analyst Roy Van Keulen raised his Fair Value estimate and saw further evidence that his “Kingmaker” thesis is playing out.

Healius (HLS)

Australia’s second biggest pathology firm impressed with improved profits and signs that its cost-cutting measures are bearing fruit. Shane Ponraj, who earlier this year said that markets had become too pessimistic on pathology shares, sees further upside.

ARB Corporation (ARB)

ARB returned to yearly revenue and profit growth, almost beating its record 2022 results as strength in its Australian business made up for weaker export sales. Angus Hewitt thinks the market overestimates a key aspect of the firm’s growth plans.

See our latest thoughts on WiseTech, Healius and ARB here.

Judo Capital (JDO)

Judo’s loan book has quickly grown to over $10 billion as it tries to wrestle business lending share from the big four banks. The shares have had an incredible year but our banking analyst Nathan Zaia thinks investors – and management – might be being a bit too optimistic. Read more here.

a2 Milk (A2M)

a2 reported a solid 8% increase in underlying profits for fiscal 2024 but the shares fell as supply constraints at key partner Synlait appear likely to to weigh on results in 2025. a2's infant formula business in China performed well again and a2's future growth relies heavily on this continuing. Read this article featuring Angus Hewitt's thoughts here.

Westpac (WBC)

Westpac’s third-quarter earnings were solid. The company’s profits for the period were slightly higher than Nathan Zaia’s forecast, helped by lower than expected operating costs and bad debt expenses.

But with shares already up 40% this year, do they still offer value? Read Nathan Zaia’s thoughts on Westpac after earnings here.

Bapcor (BAP)

Investors have been concerned about a cyclical slowdown in Bapcor’s retail business for a while, and these fears were realised in the company’s 2024 results. Poor trading led Bapcor to write down the value of its retail business and pushed the overall group to a large statutory loss for the year, with underlying profits also weakening.

Angus Hewitt thinks Bapcor’s long-term earnings growth potential remains solid. Especially in its core trade parts business, which delivers 80% of group sales.

Domino’s Pizza Enterprises (DMP)

Domino’s reported 2024 results that were in line with expectations, however, the shares fell as management reported a soft start to trading in the new financial year. Johannes Faul lowered his profit forecast slightly but held his Fair Value estimate steady. At current prices, Domino’s continues to trade at a large discount to his estimate of value.

Read our analysts’ latest thoughts on Bapcor and Domino’s here

Charter Hall (CHC)

Charter Hall’s dividend and guidance for 2025 came in ahead of expectations. The shares surged higher in response, but Brian Han thinks there is still plenty of value left on the table. Read Brian’s thoughts on Charter Hall's earnings and valuation here.

GPT Group (GPT)

Speaking of real estate, GPT Group’s results were largely in line with our expectations. Tough conditions in the office world led to a slight fall in funds from operations in a key part of GPT's business, but Jon Mills thinks the company’s high quality portfolio can weather the storm. Read his report on GPT Group’s earnings here.

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