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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

999

Unique Topics

5528

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 uncertainty5equity market volatility4share buyback programme4management fee reduction4share buyback program4cost inflation pressures4electric vehicle sales growth4

gross margin compression6gross margin improvement4store network expansion4same-store sales growth4digital sales growth4auto retail market share gains3store portfolio optimization3dividend increase3used car market resilience3labour cost inflation3

revenue growth acceleration5international market expansion5gross margin improvement54G hardware upgrade program3container volume growth3cost reduction program3balance sheet strengthening3cost inflation pressures3cash burn reduction3Booking.com partnership expansion3

ingredients channel margin improvement4foreign exchange headwinds4global case sales growth3net debt reduction3new product launches3manufacturing capacity expansion3inventory management challenges3debt reduction strategy3return to profitability3manufacturing cost reduction3

international market expansion5balance sheet strengthening4property revaluation gains3workforce recruitment challenges3aged care occupancy strength3occupancy rate improvement2financing cost reduction2gearing reduction progress2gross margin expansion2development margin improvement2

development pipeline expansion7capital partnership strategy3rental income growth3rental growth realization2net rental income growth2residential land property sales decline2rural land portfolio diversification2occupancy and WALT metrics2cost reduction initiatives2debt reduction strategy2

renewable energy transition4renewable generation expansion3carbon emissions reduction3data centre capacity expansion3hydro generation volatility3renewable generation capacity expansion2Manawa acquisition integration2digital transformation investment2hydro generation decline2renewable energy development pipeline2

recurring revenue growth7ARR growth acceleration3airport digital transformation2balance sheet restructuring2utilities market expansion2reverse takeover search2banking covenant breach25G telecommunications growth2Australia market expansion entry1OCR cuts impact on interest income1

mobile service revenue growth5streaming service growth2economic headwinds impact2operating model transformation2dividend guidance increase2gigabit plan adoption growth2broadband market competition2digital transformation investment25G network rollout2cloud and security revenue growth2

balance sheet strengthening5subscription revenue growth acceleration3portfolio simplification strategy2construction project provisions2North America utility market expansion2supply chain constraints2COVID-19 market disruption recovery2AI-driven product innovation1platform subscription revenue growth1North American utility market expansion1

Earnings Results (999)

Company	Period	Tone	Key Topics	Revenue	Profit	FLS
PHL PHL Promisia Healthcare Limited	H12026	optimistic	+2	+47.0%	-95.6%	8
PGW PGW PGG Wrightson Limited	H12026	optimistic	+3	+8.6%	+8.1%	6
PFI PFI Property for Industry Limited	H12026	optimistic	+3	—	+63.2%	6
ERD ERD EROAD	H12026	mixed	+3	+3.3%	-9513.3%	8
KPG KPG Kiwi Property	H12026	optimistic	+3	+6.5%	-77.3%	8
PYS PYS PaySauce Limited	H12026	optimistic	+2	+5.0%	+104.1%	7
TWL TWL TradeWindow Holdings Limited	H12026	optimistic	+2	+24.3%	+45.8%	8
RYM RYM Ryman Healthcare Limited	H12026	optimistic	+3	—	-155.1%	7
AIR AIR Air New Zealand	H12026	defensive	+2	—	—	3
TRA TRA Turners Automotive Group	H12026	optimistic	+2	+5.0%	+13.0%	7
BRW BRW Bremworth Limited	H12026	defensive	+3	+6.1%	-21.4%	3
DGL DGL Delegat Group Limited	H12026	optimistic	+1	+1.0%	+82.4%	1
CNU CNU Chorus Limited	H12026	optimistic	+3	—	—	8
MEE MEE Me Today Limited	H12026	optimistic	+2	+18.6%	+317.6%	8
TAH TAH Third Age Health Services Limited	H12026	optimistic	+3	+13.2%	+31.7%	3
SVR SVR Savor Limited	H12026	cautious	+2	-6.0%	—	2
ENS ENS Enprise Group Limited	H12026	mixed	+2	+3.5%	-460.0%	4
CEN CEN Contact Energy Limited	H12026	optimistic	+3	—	+44.4%	9
MFT MFT Mainfreight Limited	H12026	cautious	+3	+2.1%	-18.5%	6
DOW DOW Downer EDI Limited	H12026	neutral	+2	-7.1%	+29.8%	6
RAD RAD Radius Residential Care Limited	H12026	optimistic	+2	+17.0%	+221.0%	5
ARG ARG Argosy Property Limited	H12026	cautiously optimistic	+2	—	+85.2%	7
AFT AFT AFT Pharmaceuticals Limited	H12026	optimistic	+3	+32.5%	+208.0%	7
SKT SKT Sky Network Television Limited	H12026	optimistic	+2	+8.1%	+76.8%	7
OCA OCA Oceania Healthcare Limited	H12026	optimistic	+2	-0.7%	+129.0%	7
SPG SPG Stride Property Limited	H12026	optimistic	+2	—	+131.5%	8
GNE GNE Genesis Energy Limited	H12026	optimistic	+2	—	+35.7%	5
IKE IKE ikeGPS Group Limited	H12026	optimistic	+2	+5.8%	+39.4%	5
GNZ GNZ Goodman NZ	H12026	optimistic	+3	—	+35.8%	7
IFT IFT Infratil Limited	H12026	optimistic	+2	—	—	9
VSL VSL Vulcan Steel Limited	H12026	cautious	+3	+8.6%	-9.3%	5
VCT VCT Vector Limited	H12026	neutral	+2	—	-4.0%	6
CVT CVT Comvita Limited	H12026	cautious	+3	+18.3%	+170.8%	7
IPL IPL Investore Property Limited	H12026	optimistic	+1	—	+32.0%	1
GXH GXH Green Cross Health Limited	H12026	mixed	+3	+2.0%	+27.0%	6
THL THL Tourism Holdings Limited	H12026	mixed	+2	+4.1%	+15.8%	6
BPG BPG Black Pearl Group Limited	H12026	optimistic	+2	+59.3%	-74.6%	5
SPN SPN South Port New Zealand Limited	H12026	optimistic	+2	+17.6%	+46.8%	5
FBU FBU Fletcher Building	H12026	defensive	+3	—	—	7
MHJ MHJ Michael Hill International Limited	H12026	optimistic	+2	+3.0%	+32.0%	6
SDL SDL Solution Dynamics Limited	H12026	cautious	+2	-34.5%	-90.9%	3
PEB PEB Pacific Edge Limited	H12026	cautious	+2	-43.2%	-24.0%	4
AIA AIA Auckland International Airport Limited	H12026	optimistic	+3	+4.1%	-5.5%	6
2CC 2CC 2 Cheap Cars Group Limited	H12026	defensive	+2	-5.3%	-39.5%	4
EBO EBO EBOS Group Limited	H12026	optimistic	+2	+13.0%	+13.6%	5
CMO CMO The Colonial Motor Company Limited	H12026	mixed	+2	+8.8%	+54.8%	6
FPH FPH Fisher & Paykel Healthcare Corporation Limited	H12026	optimistic	+3	+14.2%	+38.9%	6
CDI CDI CDL Investments New Zealand Limited	FY2025	cautious	+2	-22.3%	-28.1%	0
CHI CHI Channel Infrastructure NZ Limited	FY2025	optimistic	+3	+0.3%	—	8
SCL SCL Scales Corporation Limited	FY2025	optimistic	+2	+53.9%	+137.1%	8
EBO EBO EBOS Group Limited	H12025	optimistic	+2	-9.0%	-19.1%	3
IKE IKE ikeGPS Group Limited	H12025	optimistic	+2	+16.2%	-7.8%	7
SKT SKT Sky Network Television Limited	FY2025	mixed	+2	-1.5%	-3.5%	7
ALF ALF Allied Farmers Limited	FY2025	cautious	+2	—	-44.5%	3
FRW FRW Freightways Group Limited	H12025	optimistic	+2	+8.5%	+17.2%	5
VSL VSL Vulcan Steel Limited	FY2025	cautious	+2	—	—	4
FCG FCG Fonterra Co-operative Group Limited	H12025	optimistic	+3	+14.0%	+8.0%	8
AOF AOF AoFrio Limited	H12025	cautious	+2	+12.2%	—	6
WHS WHS The Warehouse Group Limited	FY2025	cautious	+2	+1.6%	+94.8%	5
WCO WCO WasteCo Group Limited	H12025	optimistic	+3	+42.7%	-9.7%	8
SUM SUM Summerset Group Holdings Limited	FY2025	optimistic	+3	+13.0%	-22.0%	6
FWL FWL Foley Wines Limited	H12025	cautious	+2	+2.5%	+112.0%	4
VSL VSL Vulcan Steel Limited	H12025	mixed	+2	—	-64.8%	4
IPR IPR Iperion Limited	H12025	cautious	+1	—	+44.0%	1
VNT VNT Ventia Services Group Limited	H12025	optimistic	+2	-1.5%	+32.6%	3
VGL VGL Vista Group International Limited	H12025	optimistic	+3	+10.6%	+55.6%	7
WHS WHS The Warehouse Group Limited	H12025	cautious	+3	-5.8%	-63.0%	4
VCT VCT Vector Limited	FY2025	neutral	+2	+9.0%	—	6
VCT VCT Vector Limited	H12025	optimistic	+1	—	—	4
TWL TWL TradeWindow Holdings Limited	FY2025	optimistic	+3	+29.0%	+56.3%	6
TWL TWL TradeWindow Holdings Limited	H12025	optimistic	+3	+22.4%	+49.7%	5
2CC 2CC 2 Cheap Cars Group Limited	H12025	cautious	+3	—	-47.8%	4
TRU TRU TRUSCREEN GROUP LIMITED	FY2025	cautious	+2	-19.0%	-9.0%	5
APL APL Asset Plus	FY2025	cautious	+2	—	-7.5%	3
PHL PHL Promisia Healthcare Limited	H12025	optimistic	+4	+18.0%	+2900.0%	6
TRA TRA Turners Automotive Group	FY2025	optimistic	+3	-1.0%	+17.0%	10
SPN SPN South Port New Zealand Limited	FY2025	optimistic	+2	+12.8%	+80.8%	4
SPK SPK Spark New Zealand Limited	H12025	defensive	+3	-1.8%	-77.4%	6
NZL NZL New Zealand Rural Land Company Limited	H12025	optimistic	+3	—	—	6
NZK NZK New Zealand King Salmon Investments Limited	FY2025	mixed	+2	+12.8%	-53.0%	6
MLN MLN Marlin Global Limited	FY2025	cautious	+1	-86.3%	-99.1%	0
PEB PEB Pacific Edge Limited	H12025	cautious	+3	-4.3%	-1.4%	7
NZK NZK New Zealand King Salmon Investments Limited	H12025	defensive	+2	-7.1%	-446.7%	7
NTL NTL New Talisman Gold Mines Ltd	H12025	defensive	+2	-17.0%	+15.0%	3
SEK SEK Seeka Limited	H12025	optimistic	+2	+8.4%	+121.1%	5
MFT MFT Mainfreight Limited	FY2025	mixed	+2	+11.0%	+31.2%	5
MFB MFB My Food Bag Group Limited	FY2025	optimistic	+2	—	+5.0%	7
SAN SAN Sanford Limited	H12025	cautious	+2	+3.6%	+110.0%	6
MCY MCY Mercury NZ Limited	FY2025	mixed	+2	+2.0%	-100.0%	6
KFL KFL Kingfish Limited	FY2025	optimistic	+2	+180.0%	+205.0%	2
BRM BRM Barramundi Limited	FY2025	defensive		-62.4%	-71.9%	2
FPH FPH Fisher & Paykel Healthcare Corporation Limited	H12025	optimistic	+3	+17.9%	+42.9%	5
AFT AFT AFT Pharmaceuticals Limited	FY2025	mixed	+2	+6.5%	-23.1%	5
AIR AIR Air New Zealand	H12025	mixed	+3	—	—	6
ENS ENS Enprise Group Limited	FY2025	cautious	+1	+14.2%	+313.0%	3
AIA AIA Auckland International Airport Limited	H12025	optimistic	+2	+3.3%	+57.8%	2
CEN CEN Contact Energy Limited	H12025	optimistic	+3	—	-7.2%	6
FPH FPH Fisher & Paykel Healthcare Corporation Limited	FY2025	optimistic	+2	+16.0%	+43.0%	6
2CC 2CC 2 Cheap Cars Group Limited	FY2025	cautious	+3	-6.0%	-46.8%	5
BLT BLT BLIS Technologies Limited	FY2025	cautious	+1	+10.0%	+33.3%	3

Showing first 100 of 999 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.

See also: Consensus Estimates — unified analyst consensus combining broker ratings, guidance, and earnings expectations. · Earnings Surprise Predictor — 9-factor beat/miss probability model (backtest-calibrated).

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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.