Reporting activity remained thin this week, with just five actual earnings results lodged against 170 total announcements on the ASX, though 14 trading updates and guidance statements added to the picture. The standout was CKF, which delivered record revenue and profit growth in its FY26 result, while most of the remaining "results" were procedural notices confirming reporting dates rather than actual numbers. Sentiment across the week's substantive announcements skewed positive, with no negative results recorded, and gold and uranium-linked names among the more active guidance updates.
Earnings Results
CKF — Collins Foods
Collins Foods delivered a solid FY26 result, with revenue rising 8.6% to $1,592.6 million and underlying NPAT from continuing operations up 13.0% to $61.4 million — both records for the KFC and Taco Bell franchisee. Earnings per share came in at 37.4 cents, and the board lifted the fully franked dividend to 28.0 cents per share, from 26.0 cents a year earlier. The company also reduced net debt by $18.3 million to $119.6 million, improving its leverage ratio to 0.77x, and generated operating cash flow of $150.1 million at a 93.6% conversion rate. Growth was underpinned by strong digital uptake, with digital channels now accounting for 43.2% of KFC Australia sales, up 9.0 percentage points, and a turnaround in the German business, which posted positive same-store sales of 3.7% after a prior-year decline. The company is continuing its European expansion with the acquisition of eight KFC restaurants in Germany. Despite the record result, shares slipped 1.3% over the week to $8.21, and one report noted the stock fell despite profit "nearly quadrupling" — a reference that reflects prior-year comparatives affected by discontinued operations rather than the underlying continuing-operations growth reported here.
NEM — Newmont Corporation
Newmont's announcement this week was procedural only, confirming that its second-quarter 2026 results will be released on 23 July, alongside a conference call for analysts and investors. No financial metrics were disclosed. Shares eased 1.1% over the week to $134.84. Coverage in the interim has focused on valuation, with one commentary suggesting the ASX-listed gold miner looks overvalued despite stronger gold prices, while the company separately confirmed major regulatory approvals for its Red Chris Block Cave project.
BRG — Breville Group
Breville confirmed its FY26 full-year results will be released on 19 August, with CEO Jim Clayton and CFO Martin Nicholas to present. No financial detail was included in this week's notice. Shares rose 4.3% over the week to $32.77, with recent coverage noting the stock "edging higher" as investors weigh whether the kitchen appliance maker can regain momentum, following an earlier half-year result in which the company lifted its dividend on the back of stronger coffee machine sales.
29M — 29Metals
29Metals issued only a scheduling notice, confirming its June 2026 quarterly report conference call for 15 July, led by CEO James Palmer. No production or financial figures were included. Shares were broadly flat, up 1.0% over the week to $0.2575. Recent commentary has referenced a swing to a $35 million profit in an earlier period as part of a broader turnaround narrative for the copper producer, though this week's release itself contained no new numbers.
IGL — Ive Group
IVE Group similarly confirmed timing only, with its FY26 results due on 26 August, to be presented by managing director Matt Aitken and CFO Darren Dunkley. Shares fell 2.4% over the week to $2.81. The marketing and print services group has attracted attention as a potential "undiscovered gem" in recent small-cap coverage, though no new financial detail accompanied this week's announcement.
Trading Updates & Guidance
SUN — Suncorp Group
Suncorp confirmed it has placed its FY27 reinsurance program, including a new five-year $2.4 billion aggregate cover arrangement, with improved market pricing partly offsetting higher overall reinsurance costs. On the FY26 outlook, the insurer flagged natural hazard costs running around $250 million above its $1,770 million allowance, reflecting 18 significant weather events during the year. Shares were little changed, up 1.0% over the week to $19.12.
VAU — Vault Minerals
Vault Minerals confirmed it met its FY26 gold production guidance of 336,540 ounces, with fourth-quarter output of 89,338 ounces. The company has begun underground development at Sugar Zone and holds $842 million in cash with no debt. Shares rose 5.7% over the week to $4.81, with recent reports also referencing Vault's proposed merger with Genesis Minerals to create an approximately $12.6 billion Australian gold producer.
KAR — Karoon Energy
Karoon Energy confirmed the restart of its SPS-92 well at the Baúna project in Brazil following a pump replacement, restoring output to 8,600 bopd and lifting total Baúna production to around 20,500 bopd. The company revised 2026 capital expenditure guidance upward to US$178–202 million, from US$150–183 million, reflecting higher-than-expected intervention costs, while flagging materially lower sustaining capital needs going forward. Shares jumped 37.3% over the week to $1.73, among the largest weekly moves of any company in this review, with reports noting quarterly revenue of around US$116 million even as the stock remains down for the year.
BOE — Boss Energy
Boss Energy confirmed it met its revised FY26 production guidance of 1.41 million pounds of U₃O₈ at its Honeymoon uranium operation, and brought forward its new feasibility study release to end-August, from September. Shares rose 19.8% over the week to $1.21, though this followed recent commentary noting the stock had slid on Q3 production costs nearly doubling to A$93/lb amid weather disruption — a reminder that this week's guidance confirmation follows a difficult operational stretch.
AGI — Ainsworth Game Technology
Ainsworth Game Technology issued revised H1 CY26 guidance of approximately $116 million in revenue, $5 million in underlying pre-tax profit and $17 million EBITDA, with net debt reduced to about $8 million. The update followed a US$2.7 million (A$3.8 million) tariff refund to its US subsidiary after a Supreme Court ruling found certain IEEPA tariffs unlawful. Despite the refund, shares fell 7.0% over the week to $1.20, continuing recent weakness that has seen the stock described as having "plunged" in prior sessions, against a backdrop of a reported partial takeover approach from a family-related party.
ASG — Autosports Group
Autosports Group flagged record order write-up of 22% in the second half of FY26, driven by battery electric vehicle demand rising from 15% to more than 40% of orders. FY26 normalised net profit before tax is expected between $51 million and $54 million, ahead of FY25's $47.1 million. Despite the improved outlook, shares fell 9.8% over the week to $1.605, reflecting investor concern over temporary delivery imbalances as BEV inventory lags behind the surge in customer orders.
FWD — Fleetwood
Fleetwood reported a closing cash position of $61.5 million as at 30 June, ahead of its prior guidance range of $44.0–46.0 million, due to large customer payments landing before year-end rather than after. Shares rose sharply, up 35.9% over the week to $2.365, though this comes after the stock had reportedly fallen close to 20% following an earlier dividend cut and buyback announcement — this week's cash update appears to have partly reversed that move.
KKC — KKR Credit Income Fund
KKR Credit Income Fund confirmed FY2027 distribution guidance of 1.67 cents per unit monthly, or 20.04 cents annually, unchanged from FY2026 and equating to an 8.62% yield on NTA. Shares rose 4.7% over the week to $2.115.
KIT — Kapstream Investment Trust
Kapstream Investment Trust completed a quarterly off-market buyback of 5,125,000 units (5% of issued capital) at net asset value, settling 29 July. For FY2027, the Trust expects distributions of approximately the RBA Cash Rate plus 3.50%, supported by a yield to maturity that improved to 7.98% as at 31 May. Shares were little changed, up 0.8% over the week to $1.89.
BRI — Big River Industries
Big River Industries guided to approximately 8% EBITDA growth in FY26, broadly in line with consensus despite wet-weather disruption in the fourth quarter, and flagged double-digit EBITDA growth for FY27. The board has engaged Greenstone Partners to review strategic options, stating the current share price does not reflect long-term value, though it stressed no decisions have been made on any transaction. Shares rose 6.8% over the week to $1.42.
Top Movers
Weekly Price Movers
Notable Shareholder Movements
UBS Group was the most active substantial shareholder this week, crossing the 5% threshold across four separate names: Judo Capital Holdings (5.76%), Boss Energy (5.30%), Pantoro Gold (6.10%) and Eden Innovations (5.04%). Separately, Citigroup Global Markets Australia became a substantial holder in pathology group Healius, with a 5.24% stake. Macquarie Group was also active across several small and mid-cap names, including Tabcorp, Australian Bulk Buy, Nick Scali and Credit Corp, reflecting the usual mix of index and trading-related disclosures rather than any single strategic move.
With most large-cap companies yet to report, the coming weeks should bring a heavier flow of substantive results, including Sigma Healthcare's FY26 numbers due in late August alongside Breville and IVE Group. Investors will also be watching for the outcome of Big River Industries' strategic review and further detail from Karoon Energy and Boss Energy as their respective projects move through this year's guidance commitments.