McMillan Shakespeare
MMS.ASXIndustrials
Salary packaging, novated leasing, disability plan management, support coordination, asset management and related financial products and services.
Market Data
$18.260
-0.0%$1.3B
12.8x
$1.430
7.61%
+0.1%
Latest Earnings
Appendix 4D and Interim Financial Report
23 February 2026
McMillan Shakespeare delivered solid HY26 results with revenue up 7.4% to $297.4M and NPAT from continuing operations rising 9.7% to $49.6M, though total NPAT was slightly lower at $49.4M due to discontinued operations. The company grew across all key metrics including salary packages (+1.7%), novated leases (+7.0%), and PSS customers (+16.1%), while declaring a 62 cent fully franked interim dividend and announcing a $10M share buyback program. Key points: Strong customer growth across all segments: salary packages +1.7% to 387.5k, novated leases +7.0% to 82.1k, PSS customers +16.1% to 43k; Productivity gains with 'Customers per FTE' rising 14.1% and cost to income ratio improving to 59.7%; Declared 62 cent fully franked interim dividend (~85% of UNPATA) with 7.2% yield (10.3% including franking)
Recent Announcements
Ceasing to be a substantial holder
State Street Corporation ceased to be a substantial holder.
Becoming a substantial holder
State Street Corporation became a substantial holder (5.20%).
Ceasing to be a substantial holder
State Street Corporation ceased to be a substantial holder.
Becoming a substantial holder
State Street Corporation became a substantial holder (5.35%).
Appendix 4D and Interim Financial Report
McMillan Shakespeare delivered solid HY26 results with revenue up 7.4% to $297.4M and NPAT from continuing operations rising 9.7% to $49.6M, though total NPAT was slightly lower at $49.4M due to discontinued operations. The company grew across all key metrics including salary packages (+1.7%), novated leases (+7.0%), and PSS customers (+16.1%), while declaring a 62 cent fully franked interim dividend and announcing a $10M share buyback program. Key points: Strong customer growth across all segments: salary packages +1.7% to 387.5k, novated leases +7.0% to 82.1k, PSS customers +16.1% to 43k; Productivity gains with 'Customers per FTE' rising 14.1% and cost to income ratio improving to 59.7%; Declared 62 cent fully franked interim dividend (~85% of UNPATA) with 7.2% yield (10.3% including franking)
Earnings Release - 26 February 2026
Upcoming earnings release expected 26 February 2026 (from Yahoo Finance (estimated))
Appendix 4E and Annual Report to Shareholders
McMillan Shakespeare delivered normalised revenue growth of 3.0% to $541.6m and normalised UNPATA of $103.2m (down 4.1%), with statutory NPAT of $95.3m reflecting 6.4% growth from continuing operations. The company declared a fully franked dividend of 148 cents per share (100% payout ratio) and maintains a strong balance sheet with 63.4% ROCE, though growth moderation was offset by strategic investments and the completion of the multi-year Simply Stronger digital transformation program. Key points: Normalised revenue growth of 3.0% across all three segments (GRS, AMS, PSS) demonstrating diversified growth; Strong return on capital employed at 63.4% with robust dividend policy of 100% normalised earnings payout (148 cents fully franked); Successful completion of multi-year Simply Stronger digital transformation program with new digital solutions (MyMaxxia, MyRemServ apps) achieving high adoption and app store ratings
Get real-time alerts for MMS
Receive AI-powered earnings summaries and instant notifications when McMillan Shakespeare releases results.
Register Free