Whitefield Industrials (WHF) Q1 2026 TU earnings summary

Executive summary

• Generated a 20.3% return over the last 12 months, outperforming the benchmark by 1.2%.

• Net profit after tax for Q1 FY2026 was $3.9m, with EPS of 3.3 cents.

• Portfolio delivered 12.1% return for the quarter and 16.3% p.a. over three years.

Financial highlights

• Revenue for the quarter ended 30 June 2025 was $5.08m, down 9% year-over-year.

• Profit before tax was $4.33m, down 9% year-over-year.

• Net asset backing per share (pre-tax) was $6.64, with a share price at $5.60 (15.7% discount to NAB).

• Earnings per share decreased to 3.3 cents from 3.6 cents year-over-year.

Outlook and guidance

• Next half-year dividend expected to be at least 10.5 cents fully franked, subject to final results.

• Australian economic outlook remains positive with firm employment and low inflation, but global trade tensions may increase volatility.