Qube Holdings holds AGM after hitting record earnings in FY25

Qube Holdings delivered strong FY25 results, with record revenue and a higher dividend despite industry challenges.

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Key points

  • Qube Holdings reported record FY25 revenue of $4.46 billion, up 27.3%, with a fully franked dividend increase to 9.8 cents per share and solid growth in underlying earnings.
  • Despite challenges like weather and industrial action, Qube's diversified model and strategic acquisitions bolstered its market position, supported by significant divestment proceeds.
  • Looking forward, Qube aims to sustain growth in FY26 through continued investments and new contracts, focusing on technology, infrastructure, and decarbonisation.

The Qube Holdings Ltd (ASX: QUB) share price is in focus today as the company holds its annual general meeting (AGM). In FY25, the company reported record underlying revenue of $4.46 billion, up 27.3% year-on-year, and lifted its fully franked full-year dividend by 7.1% to 9.8 cents per share.

What did Qube Holdings report in FY25?

  • Underlying revenue of $4,461.4 million, up 27.3% from FY24
  • Underlying EBITDA of $616.2 million, up 15.4% year-on-year
  • Underlying EBITA of $377.2 million, up 18.5% over FY24
  • Underlying NPATA of $288.0 million, 6.2% higher than FY24
  • Underlying EPSA grew 6.0% to 16.25 cents
  • Full-year fully franked dividend of 9.8 cents per share, up 7.1% on FY24

What else do investors need to know?

Qube's diversified business model continued to deliver earnings growth across multiple sectors, despite headwinds like severe weather and industrial action. Recent acquisitions including Webb Dock West, Coleman, and enhancements to Qube's NSW agrigrain network have strengthened its position in key markets.

The company also completed divestments generating $248 million in proceeds, notably from the sale of a freehold property at Minto. Safety is an ongoing focus—while the Total Recordable Injury Frequency Rate showed improvement, there remains work to do following a tragic workplace fatality at the Narromine Agri facility.

What's next for Qube Holdings?

Qube expects to maintain its growth momentum in FY26, with management confirming financial performance in the first quarter was in line with expectations. The business continues to pursue both organic and inorganic opportunities across its markets and foresees solid underlying NPATA and EPSA growth.

Ongoing investment in technology, infrastructure, and decarbonisation efforts, along with new contracts secured, are expected to support Qube's strategy into the new financial year.

Qube Holdings share price snapshot

Over the past 12 months, Qube Holdings has increased 6%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 1% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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