Breville Group

For fiscal 2026 Breville reported record revenue of A$1.81bn (+6.7% reported, +9.7% constant currency), while EBIT rose only 1.2% to A$207m and net profit after tax rose 1.7% to A$138.1m. Gross margin fell to 36.0% for the year, but showed a slight recovery in H2 to 36.8%. Management warnings of ongoing pressure from tariffs and costs through 2027, and the absence of an official forecast, weighed on investors and pushed the share price down 4.2% to A$31.70. » Więcej na de.investing.com

The Breville share fell 2.51% and traded intraday as low as A$28.03. No company-specific triggers were identified for the decline; it was driven mainly by marketwide factors such as continued losses in the ASX 200, uncertainty around the federal budget, higher US inflation (partly driven by rising oil prices and geopolitical tensions) and a weaker consumer environment. Analysts see growth opportunities for Breville in new markets like Japan, India and Brazil, with AI potentially accelerating market entry. As long as uncertainty over tariffs, consumer spending and the interest-rate outlook persists, the sector is likely to remain under selling pressure. » Więcej na de.investing.com

Breville reported record revenue of AUD 1,098.7m for the first half of 2026, up 10.1%, with a slightly lower gross margin due to US tariffs. EBIT remained almost stable at AUD 145.8m, net profit rose marginally to AUD 98.2m, and the interim dividend was increased by 5.6%. More than 80% of US gross profit now comes from manufacturing localized outside China; the company is also advancing AI initiatives and new product launches. For fiscal 2026 Breville expects slight EBIT growth, provided there are no major macroeconomic or tariff-related deteriorations. » Więcej na de.investing.com