Insights/Earnings Themes

What Are NZX Companies Talking About?

AI-extracted themes from earnings announcements across all NZX-listed companies. Track trending topics by sector and quarter to understand market-wide narratives.

Results Analysed

990

Unique Topics

5474

Avg Topics/Result

6.3

Avg FLS/Result

4.5

forward-looking statements

Management Tone Distribution

Top Themes Across All Companies

Themes by Sector

dividend sustainability6dividend distribution policy6portfolio outperformance5geopolitical uncertainty5share buyback program4management fee reduction4share buyback programme4equity market volatility4cost inflation pressures4supply chain disruption4

gross margin compression6same-store sales growth4gross margin improvement4store network expansion4digital sales growth4auto retail market share gains3dividend increase3store portfolio optimization3used car market resilience3labour cost inflation3

gross margin improvement5revenue growth acceleration44G hardware upgrade program3container volume growth3international market expansion3cost reduction program3balance sheet strengthening3Booking.com partnership expansion3cash burn reduction3cost inflation pressures3

ingredients channel margin improvement4foreign exchange headwinds4global case sales growth3net debt reduction3new product launches3debt reduction strategy3inventory management challenges3manufacturing capacity expansion3return to profitability3premiumisation strategy execution3

international market expansion5balance sheet strengthening4property revaluation gains3aged care occupancy strength3workforce recruitment challenges3occupancy rate improvement2financing cost reduction2gearing reduction progress2gross margin expansion2Medicare reimbursement uncertainty2

development pipeline expansion7rental income growth3capital partnership strategy3rental growth realization2ARR growth acceleration2net rental income growth2debt refinancing2dividend sustainability2debt management2property portfolio revaluation2

renewable energy transition4renewable generation expansion3carbon emissions reduction3data centre capacity expansion3hydro generation volatility3digital transformation investment2renewable generation capacity expansion2Manawa acquisition integration2hydro generation decline2renewable energy development pipeline2

recurring revenue growth7balance sheet restructuring2airport digital transformation2reverse takeover search2revenue growth acceleration2utilities market expansion2EBITDA margin improvement2banking covenant breach25G telecommunications growth2Australia market expansion entry1

balance sheet strengthening5subscription revenue growth acceleration3portfolio simplification strategy2North America utility market expansion2construction project provisions2international market expansion2raw material cost inflation2supply chain constraints2COVID-19 market disruption recovery2AI-driven product innovation1

mobile service revenue growth5operating model transformation2streaming service growth2economic headwinds impact2broadband market competition2digital transformation investment25G network rollout2cloud and security revenue growth2Spark Sport launch2Sky Free acquisition integration1

Earnings Results (990)

Company	Period	Tone	Key Topics	Revenue	Profit	FLS
CVT CVT Comvita Limited	H12026	cautious	+3	+18.3%	+170.8%	7
CMO CMO The Colonial Motor Company Limited	H12026	mixed	+2	+8.8%	+54.8%	6
BRW BRW Bremworth Limited	H12026	defensive	+3	+6.1%	-21.4%	3
SKT SKT Sky Network Television Limited	H12026	optimistic	+2	+8.1%	+76.8%	7
VCT VCT Vector Limited	H12026	neutral	+2	—	-4.0%	6
PYS PYS PaySauce Limited	H12026	optimistic	+2	+5.0%	+104.1%	7
PHL PHL Promisia Healthcare Limited	H12026	optimistic	+2	+47.0%	-95.6%	8
PEB PEB Pacific Edge Limited	H12026	cautious	+2	-43.2%	-24.0%	4
2CC 2CC 2 Cheap Cars Group Limited	H12026	defensive	+2	-5.3%	-39.5%	4
AFT AFT AFT Pharmaceuticals Limited	H12026	optimistic	+3	+32.5%	+208.0%	7
ARG ARG Argosy Property Limited	H12026	cautiously optimistic	+2	—	+85.2%	7
SVR SVR Savor Limited	H12026	cautious	+2	-6.0%	—	2
TAH TAH Third Age Health Services Limited	H12026	optimistic	+3	+13.2%	+31.7%	3
IKE IKE ikeGPS Group Limited	H12026	optimistic	+2	+5.8%	+39.4%	5
RAD RAD Radius Residential Care Limited	H12026	optimistic	+2	+17.0%	+221.0%	5
OCA OCA Oceania Healthcare Limited	H12026	optimistic	+2	-0.7%	+129.0%	7
SPG SPG Stride Property Limited	H12026	optimistic	+2	—	+131.5%	8
FPH FPH Fisher & Paykel Healthcare Corporation Limited	H12026	optimistic	+3	+14.2%	+38.9%	6
IFT IFT Infratil Limited	H12026	optimistic	+2	—	—	9
MHJ MHJ Michael Hill International Limited	H12026	optimistic	+2	+3.0%	+32.0%	6
GMT GMT Goodman Property Trust	H12026	optimistic	+3	—	+35.8%	7
ERD ERD EROAD	H12026	mixed	+3	+3.3%	-9513.3%	8
TRA TRA Turners Automotive Group	H12026	optimistic	+2	+5.0%	+13.0%	7
PFI PFI Property for Industry Limited	H12026	optimistic	+3	—	+63.2%	6
EBO EBO EBOS Group Limited	H12026	optimistic	+2	+13.0%	+13.6%	5
BPG BPG Black Pearl Group Limited	H12026	optimistic	+2	+59.3%	-74.6%	5
AIR AIR Air New Zealand	H12026	defensive	+2	—	—	3
THL THL Tourism Holdings Limited	H12026	mixed	+2	+4.1%	+15.8%	6
VSL VSL Vulcan Steel Limited	H12026	cautious	+3	+8.6%	-9.7%	5
GNE GNE Genesis Energy Limited	H12026	optimistic	+2	—	+35.7%	5
IPL IPL Investore Property Limited	H12026	optimistic	+1	—	+32.0%	1
DGL DGL Delegat Group Limited	H12026	optimistic	+1	+1.0%	+82.4%	1
PGW PGW PGG Wrightson Limited	H12026	optimistic	+3	+8.6%	+8.1%	6
CEN CEN Contact Energy Limited	H12026	optimistic	+3	—	+44.4%	9
MEE MEE Me Today Limited	H12026	optimistic	+2	+18.6%	+317.6%	8
SPN SPN South Port New Zealand Limited	H12026	optimistic	+2	+17.6%	+46.8%	5
KPG KPG Kiwi Property	H12026	optimistic	+3	+6.5%	-77.3%	8
SDL SDL Solution Dynamics Limited	H12026	cautious	+2	-34.5%	-90.9%	3
RYM RYM Ryman Healthcare Limited	H12026	optimistic	+3	—	-155.1%	7
AIA AIA Auckland International Airport Limited	H12026	optimistic	+3	+4.1%	-5.5%	6
ENS ENS Enprise Group Limited	H12026	mixed	+2	+3.5%	-460.0%	4
DOW DOW Downer EDI Limited	H12026	neutral	+2	-7.1%	+29.8%	6
TWL TWL TradeWindow Holdings Limited	H12026	optimistic	+2	+24.3%	+45.8%	8
FBU FBU Fletcher Building	H12026	defensive	+3	—	—	7
GXH GXH Green Cross Health Limited	H12026	mixed	+3	+2.0%	+27.0%	6
MFT MFT Mainfreight Limited	H12026	cautious	+3	+2.1%	-18.5%	6
HGH HGH Heartland Group Holdings Limited	H12025	mixed	+2	—	-9.7%	6
HGH HGH Heartland Group Holdings Limited	FY2025	optimistic	+2	—	—	7
HLG HLG Hallenstein Glasson Holdings Limited	H12025	mixed	+2	+7.7%	+0.3%	3
IFT IFT Infratil Limited	FY2025	optimistic	+2	—	—	14
IKE IKE ikeGPS Group Limited	FY2025	optimistic	+2	+18.1%	+8.6%	4
IPL IPL Investore Property Limited	FY2025	optimistic	+3	—	+157.2%	6
IPR IPR Iperion Limited	FY2025	cautious	+2	—	+46.0%	3
KFL KFL Kingfish Limited	FY2025	optimistic	+2	+180.0%	+205.0%	2
KMD KMD KMD Brands Limited	H12025	defensive	+4	+0.5%	-114.2%	3
LIC LIC Livestock Improvement Corporation Limited	FY2025	optimistic	+3	+10.4%	+297.4%	4
MEE MEE Me Today Limited	FY2025	mixed	+2	—	+46.6%	8
MEL MEL Meridian Energy Limited	FY2025	defensive	+2	—	-205.4%	9
MFB MFB My Food Bag Group Limited	FY2025	optimistic	+2	—	+5.0%	7
MHJ MHJ Michael Hill International Limited	H12025	defensive	+3	-0.7%	+9.5%	2
MHJ MHJ Michael Hill International Limited	FY2025	neutral	+3	-0.2%	+538.2%	0
MLN MLN Marlin Global Limited	FY2025	cautious	+1	-86.3%	-99.1%	0
NZK NZK New Zealand King Salmon Investments Limited	H12025	defensive	+2	-7.1%	-446.7%	7
NZK NZK New Zealand King Salmon Investments Limited	FY2025	mixed	+2	+12.8%	-53.0%	6
NZX NZX NZX Limited	H12025	neutral	+3	+6.0%	-46.4%	4
PCT PCT Precinct Properties New Zealand Limited	H12025	optimistic	+3	—	-75.2%	8
PEB PEB Pacific Edge Limited	H12025	cautious	+3	-4.3%	-1.4%	7
PEB PEB Pacific Edge Limited	FY2025	mixed	+3	-16.3%	-1.4%	9
PFI PFI Property for Industry Limited	H12025	optimistic	+3	—	+35.8%	6
PGW PGW PGG Wrightson Limited	FY2025	optimistic	+4	+6.5%	+245.2%	6
RUA RUA Rua Bioscience Limited	FY2025	optimistic	+4	+490.4%	+74.8%	5
PHL PHL Promisia Healthcare Limited	H12025	optimistic	+4	+18.0%	+2900.0%	6
PHL PHL Promisia Healthcare Limited	FY2025	optimistic	+4	+37.0%	+318.8%	4
PYS PYS PaySauce Limited	FY2025	optimistic	+3	+16.9%	+142.1%	6
SAN SAN Sanford Limited	H12025	cautious	+2	+3.6%	+110.0%	6
SCL SCL Scales Corporation Limited	H12025	optimistic	+2	—	+51.2%	7
SDL SDL Solution Dynamics Limited	H12025	defensive	+2	+14.6%	-5.2%	5
SEK SEK Seeka Limited	H12025	optimistic	+2	+8.4%	+121.1%	5
SPG SPG Stride Property Limited	H12025	mixed	+2	—	+136.6%	2
SPK SPK Spark New Zealand Limited	H12025	defensive	+3	-1.8%	-77.4%	6
SPK SPK Spark New Zealand Limited	FY2025	cautious	+3	-2.5%	-17.5%	7
THL THL Tourism Holdings Limited	H12025	cautious	+3	+2.0%	-36.4%	8
TRA TRA Turners Automotive Group	FY2025	optimistic	+3	-1.0%	+17.0%	10
TRU TRU TRUSCREEN GROUP LIMITED	H12025	mixed	+3	-20.0%	-20.0%	7
TRU TRU TRUSCREEN GROUP LIMITED	FY2025	cautious	+2	-19.0%	-9.0%	5
VCT VCT Vector Limited	FY2025	neutral	+2	+9.0%	—	6
WCO WCO WasteCo Group Limited	H12025	optimistic	+3	+42.7%	-9.7%	8
WHS WHS The Warehouse Group Limited	H12025	cautious	+3	-5.8%	-63.0%	4
MCK MCK Millennium & Copthorne Hotels New Zealand Limited	FY2025	optimistic	+3	+6.0%	+632.0%	6
FRW FRW Freightways Group Limited	H12025	optimistic	+2	+8.5%	+17.2%	5
ENS ENS Enprise Group Limited	H12025	optimistic	+3	+21.2%	+114.7%	4
AIA AIA Auckland International Airport Limited	H12025	optimistic	+2	+3.3%	+57.8%	2
2CC 2CC 2 Cheap Cars Group Limited	FY2025	cautious	+3	-6.0%	-46.8%	5
BFG BFG Burger Fuel Group Limited	H12025	mixed	+2	-0.6%	+93.6%	6
FBU FBU Fletcher Building	FY2025	cautious	+2	-9.0%	-84.6%	5
PGW PGW PGG Wrightson Limited	H12025	optimistic	+3	+1.7%	+25.0%	6
FWL FWL Foley Wines Limited	H12025	cautious	+2	+2.5%	+112.0%	4
LOC LOC Locate Technologies Limited	H12025	defensive	+2	-0.1%	-114.1%	4
IPL IPL Investore Property Limited	H12025	neutral	+2	+2.6%	+114.6%	2
FSF FSF Fonterra Shareholders' Fund	H12025	optimistic	+4	+14.0%	+8.0%	7

Showing first 100 of 990 results. Use filters to narrow down.

Data sourced from publicly available records. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

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Data sourced from NZX annual reports and public disclosures. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz.

For informational purposes only. Not investment advice.