Latest Strategy Changes News

Ameren has raised its 2026 earnings guidance and set a 2027 target after third-quarter adjusted EPS rose 12% year on year. The US utility also outlined a US$38.1 billion infrastructure programme supporting projected rate-base growth through 2031.

Mettler-Toledo delivered 6% third-quarter sales growth and raised its full-year adjusted EPS outlook after a sharp improvement in Asia and Rest of World demand. The company also issued its first 2027 earnings forecast, though tariff refunds complicate the year-to-date comparison.

Monster Beverage delivered a strong third quarter, with sales rising 16.7% to US$2.56 billion and international revenue climbing 28.1%. The trade-off was narrower margins as aluminium, freight, fuel, marketing and transformation costs increased.

Marlin Global’s portfolio fell 6.3% in FY2026 while its benchmark gained 30.5%, prompting a tighter risk framework and a broader portfolio. The NZX-listed investment company has started FY2027 more strongly, but the recovery remains early.

Macquarie Bank’s half-year profit fell 61% to A$1.42 billion after a prior-period A$2.448 billion asset-transfer gain dropped out of the comparison. Its core banking and markets divisions still grew, but credit charges rose and margins remained under pressure.

Camden Property Trust held its 2026 Core FFO target after a modest third-quarter beat, but lowered its EPS and same-property NOI outlook. The apartment landlord’s reported profit was boosted by a roughly US$1 billion gain from selling its California portfolio.

Macquarie Group delivered a 50% rise in first-half profit to A$2.478 billion, with Commodities and Global Markets providing the standout contribution as market activity accelerated. The result also marks Shemara Wikramanayake’s final day as chief executive, with Greg Ward taking over from 7 November.

AVITA Medical has raised its 2026 revenue guidance for a second time after third-quarter revenue climbed 53% year on year. The company also drew a further US$10 million under its credit facility and removed its going-concern qualification, although it remains loss-making and highly leveraged.

Dotz Nano has secured a five-year ChillerAI services agreement covering six Israeli hotels, with indicative fees of about A$14,500 a month if the full portfolio is deployed. The performance-based contract starts at VERT Jerusalem, leaving revenue dependent on verified savings, approvals and rollout across the remaining sites.

Enero Group delivered stronger FY26 earnings and a $24.5 million net cash position, but its new financial year has opened with group EBITDA down 28% as Hotwire and BMF absorb restructuring and client losses. Orchard’s record quarter and rising AI revenue provide the counterweight, but execution remains the central test.

Pursuit Minerals has increased Rio Grande Sur’s probable ore reserve by about 250% to 438,000 tonnes of lithium carbonate equivalent and outlined a staged path to 17,500 tonnes per year. The headline economics are substantial, but depend on a lithium price assumption almost twice the cited spot market and financing that has not yet been secured.

Axon delivered record third-quarter revenue and a return to GAAP profitability, but committed US$1.2 billion to deepen its Skydio stake as delayed federal drone deployments lowered its 2026 outlook. Software growth remains strong, while inventory investment and higher debt weigh on cash generation.