Fleetwood Limited

FWD.ASX

Consumer Discretionary

Manufacture (including design and installation) of modular buildings; Development and management of community accommodation villages; and sale of recreational vehicles parts and accessories

Market Data

Price

$1.815

+0.1%
Market Cap

$156.9M

P/E Ratio

9.6x

EPS

$0.189

Div. Yield

12.67%

52-Week Change

-0.2%

Latest Earnings

Appendix 4D and Half Year FY26 Accounts

25 February 2026

Revenue
$227.50
-16.0% YoY
NPAT
$8.60
+84.0% YoY
EPS
$0.09
Dividend
$0.10

Fleetwood Limited delivered a strong rebound in H1FY26 with NPAT surging 84% to $8.6M despite revenue declining 16% to $227.5M. Community Solutions drove performance with 95% occupancy at Searipple Village, while Building Solutions struggled with reduced NSW activity and RV Solutions completed profitable restructuring with closure of local manufacturing. Key points: Community Solutions EBIT up 39% to $23.4M with Searipple Village occupancy reaching 95%; Building Solutions order book increased to $157M from $137M in December 2024; RV Solutions successfully restructured with closure of local manufacturing, achieving underlying EBIT of $0.7M

Recent Announcements

29 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Dimensional Entities ceased to be a substantial holder (20%).

25 Feb 2026 Actual Results Positive

Appendix 4D and Half Year FY26 Accounts

Fleetwood Limited delivered a strong rebound in H1FY26 with NPAT surging 84% to $8.6M despite revenue declining 16% to $227.5M. Community Solutions drove performance with 95% occupancy at Searipple Village, while Building Solutions struggled with reduced NSW activity and RV Solutions completed profitable restructuring with closure of local manufacturing. Key points: Community Solutions EBIT up 39% to $23.4M with Searipple Village occupancy reaching 95%; Building Solutions order book increased to $157M from $137M in December 2024; RV Solutions successfully restructured with closure of local manufacturing, achieving underlying EBIT of $0.7M

12 Feb 2026 Sph Neutral

Ceasing to be a substantial holder

A substantial holder ceased to be a substantial holder.

11 Feb 2026 Sph Neutral

Ceasing to be a substantial holder

Ellerston Capital Limited has ceased to be a substantial holder in Fleetwood Limited as of February 11, 2026, after selling shares through multiple transactions between June 2025 and February 2026.

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