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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 uncertainty5management fee reduction4share buyback program4share buyback programme4equity market volatility4cost inflation pressures4supply chain disruption4

gross margin compression6gross margin improvement4same-store sales growth4store network expansion4digital 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 strengthening3cash burn reduction3Booking.com partnership expansion3cost inflation pressures3

ingredients channel margin improvement4foreign exchange headwinds4global case sales growth3net debt reduction3new product launches3manufacturing capacity expansion3inventory management challenges3return to profitability3debt reduction strategy3manufacturing cost reduction3

international market expansion5balance sheet strengthening4property revaluation gains3aged care occupancy strength3workforce recruitment challenges3gearing reduction progress2gross margin expansion2occupancy rate improvement2financing cost reduction2Medicare reimbursement uncertainty2

development pipeline expansion7rental income growth3capital partnership strategy3net rental income growth2rental growth realization2ARR growth acceleration2occupancy and WALT metrics2property portfolio revaluation2debt management2rural land portfolio diversification2

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

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

recurring revenue growth7airport digital transformation2balance sheet restructuring2reverse takeover search2utilities market expansion25G telecommunications growth2banking covenant breach2Australia market expansion entry1OCR cuts impact on interest income1Recurring revenue growth1

balance sheet strengthening5subscription revenue growth acceleration3portfolio simplification strategy2North America utility market expansion2construction project provisions2supply 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
EBO EBO EBOS Group Limited	H12026	optimistic	+2	+13.0%	+13.6%	5
AIA AIA Auckland International Airport Limited	H12026	optimistic	+3	+4.1%	-5.5%	6
SKT SKT Sky Network Television Limited	H12026	optimistic	+2	+8.1%	+76.8%	7
GNE GNE Genesis Energy Limited	H12026	optimistic	+2	—	+35.7%	5
ERD ERD EROAD	H12026	mixed	+3	+3.3%	-9513.3%	8
MHJ MHJ Michael Hill International Limited	H12026	optimistic	+2	+3.0%	+32.0%	6
SPG SPG Stride Property Limited	H12026	optimistic	+2	—	+131.5%	8
2CC 2CC 2 Cheap Cars Group Limited	H12026	defensive	+2	-5.3%	-39.5%	4
DGL DGL Delegat Group Limited	H12026	optimistic	+1	+1.0%	+82.4%	1
KPG KPG Kiwi Property	H12026	optimistic	+3	+6.5%	-77.3%	8
PYS PYS PaySauce Limited	H12026	optimistic	+2	+5.0%	+104.1%	7
TRA TRA Turners Automotive Group	H12026	optimistic	+2	+5.0%	+13.0%	7
THL THL Tourism Holdings Limited	H12026	mixed	+2	+4.1%	+15.8%	6
OCA OCA Oceania Healthcare Limited	H12026	optimistic	+2	-0.7%	+129.0%	7
CMO CMO The Colonial Motor Company Limited	H12026	mixed	+2	+8.8%	+54.8%	6
PFI PFI Property for Industry Limited	H12026	optimistic	+3	—	+63.2%	6
TWL TWL TradeWindow Holdings Limited	H12026	optimistic	+2	+24.3%	+45.8%	8
GXH GXH Green Cross Health Limited	H12026	mixed	+3	+2.0%	+27.0%	6
VCT VCT Vector Limited	H12026	neutral	+2	—	-4.0%	6
AIR AIR Air New Zealand	H12026	defensive	+2	—	—	3
FPH FPH Fisher & Paykel Healthcare Corporation Limited	H12026	optimistic	+3	+14.2%	+38.9%	6
PEB PEB Pacific Edge Limited	H12026	cautious	+2	-43.2%	-24.0%	4
RYM RYM Ryman Healthcare Limited	H12026	optimistic	+3	—	-155.1%	7
CNU CNU Chorus Limited	H12026	optimistic	+3	—	—	8
MEE MEE Me Today Limited	H12026	optimistic	+2	+18.6%	+317.6%	8
IKE IKE ikeGPS Group Limited	H12026	optimistic	+2	+5.8%	+39.4%	5
IFT IFT Infratil Limited	H12026	optimistic	+2	—	—	9
SPN SPN South Port New Zealand Limited	H12026	optimistic	+2	+17.6%	+46.8%	5
CVT CVT Comvita Limited	H12026	cautious	+3	+18.3%	+170.8%	7
DOW DOW Downer EDI Limited	H12026	neutral	+2	-7.1%	+29.8%	6
VSL VSL Vulcan Steel Limited	H12026	cautious	+3	+8.6%	-9.3%	5
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
TAH TAH Third Age Health Services Limited	H12026	optimistic	+3	+13.2%	+31.7%	3
GMT GMT Goodman Property Trust	H12026	optimistic	+3	—	+35.8%	7
SVR SVR Savor Limited	H12026	cautious	+2	-6.0%	—	2
RAD RAD Radius Residential Care Limited	H12026	optimistic	+2	+17.0%	+221.0%	5
PHL PHL Promisia Healthcare Limited	H12026	optimistic	+2	+47.0%	-95.6%	8
IPL IPL Investore Property Limited	H12026	optimistic	+1	—	+32.0%	1
BPG BPG Black Pearl Group Limited	H12026	optimistic	+2	+59.3%	-74.6%	5
FBU FBU Fletcher Building	H12026	defensive	+3	—	—	7
CEN CEN Contact Energy Limited	H12026	optimistic	+3	—	+44.4%	9
SDL SDL Solution Dynamics Limited	H12026	cautious	+2	-34.5%	-90.9%	3
BRW BRW Bremworth Limited	H12026	defensive	+3	+6.1%	-21.4%	3
MFT MFT Mainfreight Limited	H12026	cautious	+3	+2.1%	-18.5%	6
PGW PGW PGG Wrightson Limited	H12026	optimistic	+3	+8.6%	+8.1%	6
ENS ENS Enprise Group Limited	H12026	mixed	+2	+3.5%	-460.0%	4
HFL HFL Henderson Far East Income Limited	FY2025	optimistic	+2	—	+14.6%	9
AIA AIA Auckland International Airport Limited	FY2025	mixed	+2	+11.9%	+12.2%	2
IPL IPL Investore Property Limited	H12025	neutral	+2	+2.6%	+114.6%	2
CMO CMO The Colonial Motor Company Limited	H12025	cautious	+3	+2.6%	-25.3%	3
STU STU Steel & Tube Holdings Limited	FY2025	cautious	+4	-19.6%	-1038.5%	3
WHS WHS The Warehouse Group Limited	FY2025	cautious	+2	+1.6%	+94.8%	5
ARG ARG Argosy Property Limited	H12025	cautious	+3	—	+271.0%	6
TRU TRU TRUSCREEN GROUP LIMITED	H12025	mixed	+3	-20.0%	-20.0%	7
AOF AOF AoFrio Limited	H12025	cautious	+2	+12.2%	—	6
FSF FSF Fonterra Shareholders' Fund	H12025	optimistic	+4	+14.0%	+8.0%	7
DOW DOW Downer EDI Limited	H12025	neutral		-7.1%	+34.8%	0
FCG FCG Fonterra Co-operative Group Limited	H12025	optimistic	+3	+14.0%	+8.0%	8
NTL NTL New Talisman Gold Mines Ltd	FY2025	cautious	+2	-54.0%	+324.0%	2
NTL NTL New Talisman Gold Mines Ltd	H12025	defensive	+2	-17.0%	+15.0%	3
VSL VSL Vulcan Steel Limited	FY2025	cautious	+2	—	—	4
CVT CVT Comvita Limited	H12025	defensive	+3	-5.3%	-160.0%	6
AIA AIA Auckland International Airport Limited	H12025	optimistic	+2	+3.3%	+57.8%	2
SKT SKT Sky Network Television Limited	FY2025	mixed	+2	-1.5%	-3.5%	7
IKE IKE ikeGPS Group Limited	H12025	optimistic	+2	+16.2%	-7.8%	7
RYM RYM Ryman Healthcare Limited	FY2025	cautious	+3	+10.0%	-157.3%	8
EBO EBO EBOS Group Limited	H12025	optimistic	+2	-9.0%	-19.1%	3
NZX NZX NZX Limited	H12025	neutral	+3	+6.0%	-46.4%	4
IFT IFT Infratil Limited	FY2025	optimistic	+2	—	—	14
LOC LOC Locate Technologies Limited	H12025	defensive	+2	-0.1%	-114.1%	4
IKE IKE ikeGPS Group Limited	FY2025	optimistic	+2	+18.1%	+8.6%	4
FWL FWL Foley Wines Limited	H12025	cautious	+2	+2.5%	+112.0%	4
PEB PEB Pacific Edge Limited	H12025	cautious	+3	-4.3%	-1.4%	7
MPG MPG Metro Performance Glass	H12025	cautious	+2	-5.3%	—	4
NZK NZK New Zealand King Salmon Investments Limited	H12025	defensive	+2	-7.1%	-446.7%	7
TGG TGG T&G Global Limited	H12025	optimistic	+3	+12.3%	+109.1%	12
SDL SDL Solution Dynamics Limited	H12025	defensive	+2	+14.6%	-5.2%	5
SCL SCL Scales Corporation Limited	FY2025	optimistic	+2	+53.9%	+137.1%	8
GMT GMT Goodman Property Trust	H12025	optimistic	+2	+11.3%	+127.9%	5
2CC 2CC 2 Cheap Cars Group Limited	H12025	cautious	+3	—	-47.8%	4
RAD RAD Radius Residential Care Limited	H12025	optimistic	+3	+7.0%	+39.0%	4
RAD RAD Radius Residential Care Limited	FY2025	optimistic	+3	—	+186.5%	5
APL APL Asset Plus	FY2025	cautious	+2	—	-7.5%	3
ARB ARB ArborGen Holdings Limited	H12025	cautious	+3	-3.0%	-2000.0%	6
NZK NZK New Zealand King Salmon Investments Limited	FY2025	mixed	+2	+12.8%	-53.0%	6
TRA TRA Turners Automotive Group	FY2025	optimistic	+3	-1.0%	+17.0%	10
CHI CHI Channel Infrastructure NZ Limited	FY2025	optimistic	+3	+0.3%	—	8
SUM SUM Summerset Group Holdings Limited	FY2025	optimistic	+3	+13.0%	-22.0%	6
TWL TWL TradeWindow Holdings Limited	FY2025	optimistic	+3	+29.0%	+56.3%	6
CHI CHI Channel Infrastructure NZ Limited	H12025	optimistic	+3	+0.6%	—	7
MLN MLN Marlin Global Limited	FY2025	cautious	+1	-86.3%	-99.1%	0
PCT PCT Precinct Properties New Zealand Limited	H12025	optimistic	+3	—	-75.2%	8
SCT SCT Scott Technology Limited	H12025	mixed	+1	-13.5%	—	4
PCT PCT Precinct Properties New Zealand Limited	FY2025	optimistic	+2	—	+149.8%	5
GMT GMT Goodman Property Trust	FY2025	optimistic	+2	+13.5%	+119.4%	6
CEN CEN Contact Energy Limited	FY2025	optimistic	+3	—	+43.9%	4
ERD ERD EROAD	FY2025	optimistic	+3	+6.8%	+275.0%	6
WHS WHS The Warehouse Group Limited	H12025	cautious	+3	-5.8%	-63.0%	4
WCO WCO WasteCo Group Limited	H12025	optimistic	+3	+42.7%	-9.7%	8

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.