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Reporting Season August 2025 – Week 3

Bell Direct
August 20, 2025

This week’s reporting season results show just how much investor reactions hinge on outlook. Despite earnings misses from major names, markets rewarded stronger forward guidance while punishing weakness. Emerging themes include cost management pressures, regional slowdowns, and the value of diversified earnings heading into FY26.

In this weeks video, Grady covers:

  • BHP Group (ASX:BHP): rose 0.68% despite a 26% drop in profit to US$10.2bn, with investors backing improved cost guidance and copper strength
  • CSL (ASX:CSL): fell 17% despite solid profit and revenue results, after announcing major restructures including cutting 3000 jobs
  • James Hardie Industries (ASX:JHX): slumped nearly 30% after Q1 net income plunged 60% to US$62.6m and sales fell 9% to US$900m
  • Key takeaways from week three of reporting season across the market.

October review

Bell Direct
October 27, 2017

Corporate bonds and low rate environment

Bell Direct
October 27, 2017

Weely Wrap 6 October

Bell Direct
October 6, 2017

The PEAD impact on the market in September

Bell Direct
September 28, 2017

Weekly Wrap 8 September

Bell Direct
September 8, 2017

What we saw this reporting season

Bell Direct
August 29, 2017

Weekly Wrap 25 August

Bell Direct
August 25, 2017

Weekly Wrap 18 August

Bell Direct
August 18, 2017

Market Update

Bell Direct
August 16, 2017

Weekly Wrap 11 August

Bell Direct
August 11, 2017

Weekly Wrap 4 August

Bell Direct
August 8, 2017