Five companies delivered actual earnings results this week with sentiment broadly positive, led by SOL, TUA, and ORE reporting strong revenue growth. Additionally, three companies provided trading updates, with CAT highlighting record growth in annual contract value.
Earnings Results
WH Soul Pattinson (SOL)
Soul Pattinson delivered strong 1H26 results following its transformational merger with Brickworks in September 2025. Revenue grew 66% to $818 million, while underlying NPAT increased 7% to $304 million. The company declared a fully-franked interim dividend of 48 cents per share, representing its 28th consecutive year of dividend increases. Shares traded at $40.17, up 4.3% for the week.
The merger created a diversified investment house with $13.8 billion in pre-tax NAV, delivering a 9.7% return in 1H26 and outperforming the ASX200 Total Return Index by 6.6%. Net cash flow from investments increased 15.4% to $334 million, supporting the dividend growth streak.
Myer Holdings (MYR)
The retailer reported total sales up 28.2% to $1.88 billion with underlying NPAT growing 21.7% to $51.7 million. The company declared a 1.5 cent fully-franked interim dividend and generated strong operating cash flow of $270.9 million, up 26.8% year-on-year. Gross profit increased 35.1% to $886 million, demonstrating improved merchandise mix and operational leverage.
This follows recent media coverage highlighting the Just Jeans revamp as a bright spot in the result, with shares trading at 32.75 cents.
Orezone Gold Corporation (ORE)
The gold producer reported FY2025 revenue of $376.6 million, up 33% year-on-year despite 7% lower production volume, driven by 45% higher realised gold prices. NPAT increased 56% to $71.6 million, while EPS reached $0.12. The company successfully completed its Stage 1 hard rock expansion with first gold poured in December 2025.
FY2026 guidance projects 160,000-180,000 ounces production, representing a 45-64% increase from full-year hard rock operations. Recent coverage noted the company's $593 million Canada expansion following the acquisition of Casa Berardi mine. Shares gained 8.4% for the week to close at $2.20.
Tuas Limited (TUA)
The Singapore-based telecommunications company reported H1 FY2026 revenue of S$91.9 million, up 26% year-on-year, with NPAT surging to S$8.2 million from S$3 million in the prior period. The company added 158,000 mobile subscribers to reach 1.412 million, plus 46,000 new fibre broadband subscribers.
Tuas raised S$364.5 million in capital for the pending M1 acquisition, which management considers transformative. The company maintained positive operating cash flow of S$50.1 million despite elevated pre-acquisition costs. Shares declined 1.4% for the week to $6.07, with recent analyst coverage questioning whether now is the time to add the stock to watchlists.
KMD Brands (KMD)
The outdoor lifestyle company delayed its half-year results release by 1-2 days from the originally announced 25 March date, with results now expected on 26 or 27 March. An investor briefing is scheduled for the day of release.
This comes amid reports of a trading halt extension ahead of the results, with former Billabong executives reportedly targeting Rip Curl and pitching a KMD Brands carve-up. Shares declined 3.1% for the week to 15.5 cents.
Trading Updates & Guidance
Catapult Sports (CAT)
The sports technology company provided a strong FY26 trading update showing record annual contract value (ACV) growth of 27-28% to US$133-134 million. Management EBITDA is expected to grow approximately 50% year-on-year, with free cash flow of US$5-6 million and a closing cash balance of around US$50 million with no debt.
Recent coverage noted the company was dropped from the S&P/ASX 200 Index, despite strong profit performance. Shares gained 1.9% for the week to $3.45.
OMG Group (OMG)
The food and beverage company reported Q3 FY26 net sales of $896,723 for January-February 2026, up 53% year-on-year. Ecommerce moving annual total sales reached $2.23 million, up 104% year-on-year. The company expects continued momentum into March and will introduce refreshed Blue Dinosaur packaging next quarter.
This follows the company's recent move into matcha products alongside new Oat Milk launches. Shares were unchanged for the week at 0.8 cents.
Orbital Corporation (OEC)
The UAV propulsion specialist announced three business developments: a 150HFE engine order from Freespace Operations for heavy-lift drone integration with expected FY27 revenue, a 10-unit FlexDT diagnostic system order from Textron Systems, and a memorandum of understanding with Norwegian company Bertel O. Steen Defence & Security for potential NATO procurement collaboration.
Recent coverage highlighted the stock's 35% jump on 17 March amid volume surge. Shares closed the week at 15 cents.
*ACV growth for CAT
Weekly Price Movers
Notable Shareholder Movements
The week saw significant institutional activity, with Dimensional Entities establishing a substantial 20% position in WHC Whitehaven Coal. Meanwhile, Macquarie Group was active across multiple positions, ceasing substantial holdings in several companies including DOW, SFR, and EDU while taking new stakes in PNR (5.18%) and VNT (5.00%).
Other notable movements included UBS Group becoming a substantial holder in Australian Strategic Materials (ASM) at 5.02%, and Citigroup taking positions above 5% in both Weebit Nano (WBT) at 5.50% and Mayne Pharma (MYX) at 5.08%.
With the March reporting season now well underway, investors will be watching for further earnings results and trading updates as companies work through their half-year and full-year announcements. The positive sentiment from this week's results, particularly in the retail and resources sectors, provides encouraging early signals for the broader market.