Brokers map ASX 200 reporting-season winners and losers as first-half results widen the gap
AI Market Summary
Mid-season ASX 200 earnings show a widening dispersion: Zip delivered a clear guidance beat and raised FY27 cash EBTDA expectations, while Northern Star reported record profit but signaled materially higher FY27 costs and weaker free cash flow; Brambles' resilient result still disappointed amid repair constraints. The set-up implies continued stock-level volatility as investors prioritize guidance clarity over headline profit, with major reporters still ahead.
Impact level
● Medium
Affected assets
NCSKASX2USD/USDT+0.46%
AI Insight · NCSKASX2USD/USDTAI Insight
● Neutral
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Brokers have singled out early winners and laggards among S&P/ASX 200 companies as the first half of the reporting season wraps up. Zip Co’s FY26 result showed total transaction volume of A$16.7 billion, revenue of A$1.35 billion and cash EBTDA of A$268.9 million, ahead of its A$260 million guidance, alongside net profit of A$116.4 million. U.S. market transaction volume rose 42.5%, and management guided to FY27 cash EBTDA of A$340 million. Despite the update, Zip shares are still down about 23% year to date.
