Car Group leads earnings growth

Key financial results 

Car Group (ASX:CAR)

Car Group reported a net profit after tax of $275 million for the financial year, driven by revenue climbing to $1.18 billion. The company announced a pro-forma earnings before interest, taxes, depreciation, and amortisation (EBITDA) of $641 million, reflecting a 56% increase in its EBITDA margin from the previous year.

Shareholders will receive a final dividend of $0.415 per share, franked at 40%, marking an 8% increase from the previous year. Management anticipates continued double-digit growth in revenue and earnings across all regions in financial year (FY) 2026.

JB Hi-Fi (ASX:JBH)

Retailer JB Hi-Fi is preparing for a leadership change, as Chief Executive Officer (CEO) Terry Smart will retire on 3 October, with current Group CEO Nick Wells set to succeed him. Despite this transition, the company reported a 5.4% growth in input to $462.4 million, offset by a one-off payment related to a case against The Good Guys in 2024.

Sales rose 10% to $10.6 billion, and EBITDA increased 7.3% to $694 million. JB Hi-Fi declared a fully-franked special dividend of $1 per share, bringing the total return to shareholders to $224 million. Anticipated momentum continues in FY26, with JB sales up 6.1%, supported by new product launches.

Dexus Convenience REIT (ASX:DXC)

Dexus Convenience Retail Real Estate Investment Trust (REIT) achieved full year 2025 guidance with funds from operations and distributions of $0.207 per security. Income growth was 2.9%, supported by rent hikes and occupancy increasing to 99.9%. After-tax profit rose to $39.4 million, up from $3.4 million the previous year, due to property valuation gains.

The REIT projects FY26 full-year distributions of $0.209 per security. Analysts are optimistic about its low-risk profile, with 99.9% occupancy and long-term leases.