EarningsQ4 2026 Earnings Report
AUSTF Q4 2026 EPS Results
Actual EPS<$0.01
Consensus EPS<$0.01
Beat/MissBeat by +<$0.01
One Year Ago EPS$0.03
AUSTF Q4 2026 Revenue Results
Actual Revenue$114.18M
Expected Revenue$111.48M
Beat/MissBeat by +$2.69M
YoY Revenue Growth-23.20%
Earnings Announcement Details
QuarterQ4 2026
Date08/24/2026
TimeAfter Close
Conference CallMonday, August 24, 2026
AUSTF Upcoming Earnings
Austin Engineering 's next earnings date is estimated for February 24, 2027, based on past reporting schedules.
Q4 2026 Earnings Call Audio
AUSTF Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a balanced outcome: FY'26 delivered disappointing earnings with a steep decline in revenue, EBITDA and net profit driven largely by operational failures (notably a loss-making OEM contract in Chile) and softer tray volumes across regions. Offsetting these negatives were strong cash generation, major inventory and net debt reductions, clear operational fixes already implemented (productivity gains in North America, contract renegotiation in Chile), and visible product/customer diversification and order intake. Management presented an actionable recovery plan and provided FY'27 EBITDA guidance ($17M–$21M), but material execution risk remains as the business converts operational improvements into sustainable earnings.Company Guidance
Strong Operating Cash Flow and Free Cash Flow Recovery
Operating cash flow increased to $26.7M, up $24.1M from prior year; free cash flow after interest, tax and capex was $19.9M versus -$5.7M prior year, an improvement of $25.6M; EBITDA to free cash flow conversion improved to 99%.
Material Inventory and Net Debt Reduction
Inventory reduced by $32.2M (down 37%) to $55.7M; net debt reduced to $5.8M from $12.8M and net debt-to-equity fell to 4.1% from 8.2%, improving financial flexibility.
Order Book and New Orders
Closed FY'26 with an order book of $132.9M and secured a further $32M of orders since 1 July 2026, providing near-term revenue visibility.
North America Operational Improvements
Productivity improved from 62% (July 2025) to ~80% in Q4; outsourced full tray builds fell from 33 units (FY'25) to 3 in H2 FY'26; North America margins improved to 9.5% in H2 from 5.8% in H1, supporting margin recovery.
APAC Resilience and Bucket Growth
APAC remained the largest region (44.7% of group revenue); APAC revenue $147M (down 15%) but APAC EBITDA was $24.9M at a 16.9% margin; Australian bucket revenue uplift of $17.4M and bucket share of APAC product revenue rose from 10% to 26%.
Commercial Reset and Actions in Chile
Loss-making OEM contract (generated $21M revenue in FY'26) was renegotiated in March 2026 with improved pricing/payment terms and deliveries under new terms commenced in late June; new management and tighter production controls in place.
Product and Customer Diversification
Buckets increased group product share (buckets 10% vs 6% prior); new customers across Africa, Middle East, India and North America contributed $12M in sales and established a $40M sales pipeline; commodity mix diversification also improved.
Conservative Capital Allocation and Balance Sheet Strength
Capex reduced to $6.8M (from $9.9M); cash balance $17.1M at year-end; Board conserved capital by not declaring a final dividend to support operational reset.
AUSTF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed