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Fleetwood (FWD) investor relations material
Fleetwood H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary27 Aug, 2025
Executive summary
Underlying EBIT rose to $37.7M, up over $29M year-over-year, driven by strong earnings momentum and disciplined working capital management.
Net profit after tax reached $14.6M, a 284% increase year-over-year, with revenue up 20.3% to $505.2M, supported by high occupancy at Searipple Village and diversified Building Solutions revenue.
Free cash flow improved by $29.7M to $27M, reflecting robust operational performance.
Final fully franked dividend of 13.5 cps, full-year 25.0 cps, a 400% increase, enabled by strong cash and profit growth.
Community Solutions and Building Solutions segments drove growth, with Community Solutions emerging as a flagship and momentum expected to continue.
Financial highlights
Revenue increased by $85.3M to $505.2M, a 20.3% year-over-year rise, with 84% occupancy at Searipple Village.
EBIT increased to $26.7M from $8.2M last year; underlying EBITDA was $56.0M, up $31.3M from FY24.
Underlying NPAT was $25.0M, up $21.2M year-over-year.
Free cash flow was $27M, a $29.7M improvement from FY24.
Cash position at year-end was $51M, up $11.7M from the prior year.
Outlook and guidance
Board reconfirmed policy to pay 100% of net profit after tax as dividends in FY26.
Community Solutions/Searipple Village has 82% contracted occupancy for FY26, with further upside possible.
Building Solutions targets up to 10% revenue growth in FY26, supported by a $115M order bank and strong tender pipeline.
RV Solutions expected to return to profitability in FY26, focusing on aftermarket, product rationalisation, and cost optimization.
Stable demand for Searipple Village expected through at least 2031, underpinned by regional infrastructure projects.
RV Solutions ROCE target feasibility?
Searipple demand outlook beyond 2027 visibility?
Building Solutions $200M tender conversion?
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AGM 202527 Oct, 2025
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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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