August 2025 reporting season calendar
Australia’s reporting season is now underway, shifting investor attention from Trump’s tariffs and cheating on the golf course to company earnings, as well as their 2026 outlook statements.
The goal? Pinpointing sectors and businesses with the potential for genuine earnings growth. Even if Trump’s actions cause vibrations in the market, it will be the companies that can grow that will ultimately deliver the most attractive returns.
At Montgomery, our teams are eager to dive into the results, reassess portfolio positions, and uncover fresh investment opportunities. We’ll be sharing our insights and updates here on the blog and across our social channels.
This is an excellent opportunity to enhance your understanding of the companies in your portfolio and those on your watchlist. With a high volume of companies reporting over a short period, staying on top of key announcements requires preparation.
To help you navigate this busy period, we’ve included a reporting season calendar below.
Click here to download the August 2025 reporting season calendar
What are professional investors looking out for?
Australian investors are prioritising earnings quality, credible financial year 2026 guidance, and disciplined capital management amid a backdrop of tepid economic growth and fading rate cut hopes. Companies will be judged not just on their financial year 2025 performance, but on the realism of their outlooks – particularly around margins, revenue visibility, and cost control. Sector-specific concerns are prominent, from inventory and demand trends in the retail sector to loan quality in banks and cost discipline in mining. Investors are especially focused on balance sheet strength, dividend sustainability, and strategic clarity, with a low tolerance for weak guidance, vague outlooks, or capital missteps.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
