Greatland Resources

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Greatland Resources is a major Australian gold and copper producer operating the 100%-owned Telfer gold-copper mine and developing the adjacent Havieron project in Western Australia’s Paterson Province.

Following its transformational acquisition and consolidation of Telfer and Havieron, GGP transitioned into a large-scale, profitable producer with substantial cash generation.

Full-Year FY2026 Financial Results (Ended June 2026)

  • Revenue: A$2.26 billion, surging from A$957 million in FY2025.
  • Net Profit After Tax (NPAT): A$862.3 million, up ~155% from A$337.3 million in FY2025.
  • Earnings Per Share (EPS): ~A$1.26 – A$1.27 per share.
  • Operating Margins: Maintained robust profitability with operating margins near 60% and net margins around 38%.
  • Balance Sheet Strength: Fully eliminated bank debt, ending FY26 with a large net cash position and shareholders’ equity over A$2.22 billion.

Inner Circle

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Honeywell International Inc. – Common

Markets continue to digest Honeywell’s robust Q3 results from 22 October, which demonstrated 7% organic revenue growth and a 34% jump in adjusted EPS to $2.27 (beating the $2.16 consensus). Operating margin widened 640 bps to 14.8%. In its debut report following the separation of its aerospace business, management upgraded full-year 2026 outlook: adjusted EPS was raised to $8.40–$8.45 (from $8.05–$8.35), organic revenue growth lifted to 4%–5%, and free cash flow increased to ~$2.1B.

Bluescope Steel

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BlueScope Steel

Upgraded 1H FY27 underlying EBIT guidance to “approaching $1.1bn” (up from previous guidance of $860–960m). The upgrade is driven by North Star mini-mill spreads expanding to ~US$810/t (vs US$750/t previously assumed), with North America delivering earnings ~67% higher than 2H FY26 and Australian Steel Products earnings approaching double 2H FY26 levels.

Marvell

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NAS: MRVL

Guidance & Full-Year Outlook

  • Q3 FY2027 Guidance:
  • Revenue: Expected at $3.15 billion (±5%), implying >50% YoY top-line growth.
  • Non-GAAP EPS: Guided to $1.05 – $1.15.
  • Data center revenue is projected to accelerate to over 70% YoY growth.
  • Full-Year FY2027 & FY2028 Trajectory:
  • FY2027 revenue outlook was raised to approximately $12.0 billion (up from $11.5 billion previously).
  • At its October 2026 Investor Day, Marvell reaffirmed its preliminary FY2028 target of ~$18 billion, led by doubling custom silicon revenues and broader optical connectivity adoption.

Next Earnings Date

  • Marvell is scheduled to report Q3 FY2027 earnings on December 1, 2026.

Symbotic

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NAS: SYM

For the fourth fiscal quarter of 2026, management provided the following targets:

  • Revenue: Expected between $760 million and $780 million (representing continued sequential and YoY expansion).
  • Adjusted EBITDA: Guided in the range of $100 million to $105 million.
  • Cash Flow: Full-year free cash flow is projected to remain positive.

Next Earnings Date: Symbotic is scheduled to release its Fiscal Q4 and Full-Year 2026 results around late November 2026 (tentatively November 23, 2026).