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Fleetwood (FWD) investor relations material
Fleetwood AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary27 Oct, 2025
Opening remarks and agenda
Meeting opened with acknowledgment of traditional land custodians and respect paid to Elders past and present, with confirmation of quorum.
Introduction of board members and committee chairs, including John Klepec as Chair and Jeff Dowling standing for re-election.
Board and executive committee updates
Board chaired by John Klepec, with dedicated committee chairs and Bruce Nicholson as Managing Director & CEO.
Samantha Thomas serves as General Counsel & Company Secretary.
Board remains focused on avoiding past mistakes related to volatile earnings and unproductive acquisitions.
Jeff Dowling was nominated for re-election as director and Chair of the Audit Committee, with unanimous board support.
Financial performance review
Underlying EBIT reached AUD 37.7 million, up AUD 29.5 million from FY24, with net profit after tax at AUD 14.6 million and free cash flow at AUD 27 million, all significantly up from the prior year.
Community Solutions delivered a material uplift in earnings, with Searipple Village occupancy rising to 84% and contracted FY 2026 occupancy at 86%.
Community Solutions EBIT margin reached 51% on AUD 39.2 million EBIT, driven by higher occupancy and contract wins.
Building Solutions revenue grew by 15.1% to AUD 356.2 million, with EBIT up 400% to AUD 11 million and record results in Queensland, Victoria, and Western Australia.
RV Solutions faced a revenue decline to AUD 70.6 million and an underlying EBIT loss of AUD 2.8 million, impacted by an 18% OEM market decline and restructuring.
RV Solutions: expected EBIT impact from changes?
Building Solutions: path to 20% ROCE target?
Community Solutions: capital allocation for growth?
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H1 202627 Feb, 2026
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Frequently asked questions
Fleetwood Limited is an Australian company operating across the modular accommodation, recreational vehicles, and community solutions sectors. The company’s businesses include the design, manufacture, and installation of modular buildings, which are used in sectors such as education, government, and mining. Fleetwood also operates in the recreational vehicles industry, providing parts, accessories, and services for caravans and motorhomes. Additionally, the company offers community solutions, managing village accommodations for workforce housing and remote communities. Fleetwood Limited is headquartered in East Perth, Australia, and its shares are listed on the ASX.
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