EarningsQ4 2026 Earnings Report
PGWFF Q4 2026 EPS Results
Actual EPS-$0.01
Consensus EPS―
Beat/Miss―
One Year Ago EPS-$0.04
PGWFF Q4 2026 Revenue Results
Actual Revenue$268.61M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth+12.32%
Earnings Announcement Details
QuarterQ4 2026
Date08/10/2026
TimeAfter Close
Conference CallMonday, August 10, 2026
PGWFF Upcoming Earnings
PGG Wrightson's next earnings date is estimated for March 2, 2027, based on past reporting schedules.
Q4 2026 Earnings Call Audio
PGWFF Q4 2026 Earnings Call
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Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a broadly positive operational and financial story: double-digit revenue growth, sizable EBITDA and NPAT increases, stronger operating cash flow, successful strategic acquisition (Nexan) and digital/product traction (platform bids ~30%, Blue ag adoption). These positives are balanced by a missed return-on-capital target, a small rise in net debt, margin pressure in Retail & Water partly due to an impairment, and sector/external risks (El Niño, supply chains, input costs). While some reported figures in the transcript are inconsistent and need reconciliation, management describes confidence in underlying cash generation and a constructive outlook, with caution over near-term risks.Company Guidance
Revenue Growth Exceeds $1 Billion
Operating revenue of $1.1 billion, up $99 million or 10% year-on-year — the first time PGW exceeded $1 billion revenue since the 2019 divestment of PGG Seeds.
EBITDA and Net Profit Improvement
Operating EBITDA of $64.3 million, up $8.2 million or 15% year-on-year. Net profit after tax of $15.6 million, up $4.9 million or 46% year-on-year.
Strong Operating Cash Flow
Reported operating cash flow of $52.6 million, materially higher than the prior year (transcript references increases of $40.2m / $42.2m in different places), attributed to improved trading performance and favorable working capital movements.
Successful Strategic Acquisition — Nexan
Acquisition of Nexan (Vetmed/Centramax animal health brands) strategically expands animal health offering. Management reports the business has traded ahead of expectations; Nexan disclosed revenue of $8.1 million and net profit after tax of $1 million (per CFO).
Business Unit Wins — Livestock, Agencies and Rural Supplies
Agency business operating EBITDA of $29.0 million, up $5.5 million or 23% year-on-year. Rural supplies operating EBITDA of $44.5 million, up $2.3 million or 6%. Elevated livestock prices and strong export demand drove outstanding livestock results.
Real Estate and Sales Volume Gains
Dairy real estate sales volumes increased 30% and another real estate sales volume (indiscernible label) increased 60% year-on-year, contributing to a significant uplift in the real estate business performance.
Digital and Product Initiatives Driving Adoption
Digital bidder platform penetration: ~30% of bids placed through the platform, showing growing digital participation in livestock markets. Blue ag private-label products and GO-STOCK financing showing strong customer adoption and strategic traction.
Safety, Customer Experience and Emissions Progress
Total recordable injury frequency rate (TRIFR) decreased 3.5% year-on-year. Independent research noted a year-on-year increase in Net Promoter Score (customer experience). Reported 2% reduction in operating greenhouse gas emissions from FY21 baseline (subject to assurance).
Strategic Funding and Facilities Capacity
Bank facilities expanded (transcript: upper limit increased to $265 million from $185 million) and disclosed GO funding facilities around $115 million (to fund ~90% of GO stock), enabling growth of GO-STOCK receivables and strategic investments.
PGWFF 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