These ASX industrials companies rose by 2.45% and 9.6% yesterday respectively following half-year results.

Here's what both companies reported. 

SKS Technologies Group Ltd (ASX: SKS) 

The company develops and distributes technology products. It provides audiovisual products & solutions and electrical and communications cabling for commercial, retail, health, defence and education markets.

For the half year to 31 December 2025, it reported: 

• A 52.5% increase on pcp in net profit after tax (NPAT) to $8.81 million
• EBITDA of $14.02 million, up 42.9% on pcp
• An earnings per share increase of 49.6%
• A 3.5 cents per share fully franked interim dividend.

Investors reacted positively to this result, with the share price climbing 2.45%. 

It is now up 16.6% year to date and 120% over the last 12 months. 

Tasmea Ltd (ASX: TEA)

Tasmea is a skilled services company. 

It provides essential maintenance, engineering, and specialised project services and solutions across the following four service streams to the mining and resources; oil and gas; waste and water; power and renewable energy; and defence and infrastructure industries.

Yesterday, it reported its H1 FY26 Results.

This included: 

• Revenue A$400.5m, increase of 62.4% on A$246.7m in H1 FY25
• Underlying EBIT A$44.3m, increase of 35.8% on A$32.6m in H1 FY25
• Underlying NPAT A$26.5m, increase of 31.8% on A$20.1m in H1 FY25
• Interim fully franked dividend of 6.0 cents per share, up 20% on 5.0 cents in H1 FY25.

Investors gobbled up shares in this ASX industrials stock following this announcement. 

Its share price is now up 31.5% over the last year. 

What did Morgans have to say about these ASX Industrials stocks?

Following these results, Morgans provided updated guidance. 

For SKS Technologies, the broker said NPAT and PBT margins, net cash generation, and the interim dividend all beat expectations. 

We upgrade our FY26-28F EPS forecasts by +19%/+15%/+14% based on SKS' recent FY26 revenue & improved margin guidance. Our blended DCF/P/E-based price target lifts to $5.10/sh (from $4.25). This sees SKS now trading with a TSR of ~15%, we therefore move to an ACCUMULATE rating.

From yesterday's closing price of $4.60, this revised price target indicates a further upside of 10.87%. 

Meanwhile, for ASX industrials stock Tasmea, the team at Morgans said 1H26 was modestly below its expectations. 

Strong performances in Civil (EBIT +92% YoY) and Electrical (+29% YoY) were encouraging, though these gains were more than offset by softer earnings in the seemingly lumpy Mechanical segment (-24% YoY).

The broker lowered its price target to $5.25 (previously $5.40). 

From yesterday's closing price, that indicates an upside of approximately 35%. 

The post How does Morgans view these soaring ASX industrials stocks following earnings results appeared first on The Motley Fool Australia.

There are some large winners that are well-known and grow profit virtually every year. But, small companies and cyclical businesses can also be exciting ideas if we buy them at the right time.

Experts from the funds management business Wilson Asset Management (WAM) have outlined two ASX shares in the WAM Capital Ltd (ASX: WAM) portfolio that could be exciting opportunities.

WAM could be well worth listening to because it has outperformed the S&P/ASX All Ordinaries Accumulation Index (ASX: XAOA) over the past three years, five years, ten years, and since inception in August 1999. Before fees, expenses and taxes, the WAM Capital portfolio has returned an average of 15.3% per year since 1999.

Maas Group Holdings Ltd (ASX: MGH)

WAM describes Maas Group as a diversified Australian construction materials, equipment and services provider with exposure across civil infrastructure, renewables, mining and real estate markets.

The fund manager pointed out that the Maas share price rose in December after the company announced a major project worth approximately $200 million for its electrical infrastructure subsidiary called JLE Group.

This project aims to supply, deliver and install modular electrical infrastructure for an artificial intelligence (AI) factory builder and operator with the delivery expected throughout the 2026 calendar year.

Excitingly, the project has enabled the ASX share to expand its addressable market into the fast-growing digital infrastructure market. WAM said that if the initial contract value awarded is extrapolated across the remaining pipeline, it "implies a substantial runway exists with JLE Group".

Tasmea Ltd (ASX: TEA)

The other ASX share that the fund manager highlighted from the WAM Capital portfolio was Tasmea, which operates a portfolio of trade-skilled services businesses, including electrical, mechanical, civil and water (and fluids) services.

In December, the company announced that it had completed the acquisition of WorkPac Group, a leading provider of workforce solutions in Australia.

WAM noted the deal adds to the ASX share's earnings in the high single digits, with a number of long-term benefits including revenue and cost synergies that will "support multi-year earnings growth".

Despite that positive, the Tasmea share price fell alongside the broader market – the ASX share declined 12%. WAM believes this drop was because of some concerns that this acquisition was "off strategy".

The fund manager thinks that the market is underestimating emerging pressures within the east coast labour market, with the WorkPac Group acquisition "positioning the company strongly to capitalise on an expected surge in activity associated with the Brisbane Olympics. WAM also said that the broader commodity price backdrop remains "supportive for demand" within its core verticals.

The post 2 ASX shares these experts rate as a buy right now appeared first on The Motley Fool Australia.

That pullback comes after a blistering run earlier in 2025, when the ASX industrials stock surged more than 115% in just six months and firmly put itself on investors' radars.

So has Tasmea flown too close to the sun, or is this the kind of pullback long-term investors tend to watch closely?

What does Tasmea actually do?

Tasmea operates a portfolio of specialist industrial service businesses across Australia and New Zealand. Its operations span asset maintenance, engineering services, infrastructure support, and industrial contracting — work that tends to be recurring, non-discretionary, and closely tied to essential infrastructure.

That positioning has become increasingly attractive as capital spending cycles lift across energy, utilities, transport, and industrial assets. Unlike more cyclical industrials, Tasmea's exposure is spread across maintenance and operational services rather than one-off construction projects.

This has helped underpin steady revenue growth and improve earnings visibility, which has been a major driver behind the share price rally seen through the first half of 2025.

Why the Tasmea share price surged in 2025

Tasmea's strong performance this year has been driven by a combination of operational execution and sector tailwinds.

The company has continued to expand margins, integrate acquisitions effectively, and benefit from ongoing demand for outsourced industrial services. At the same time, broader market interest has shifted toward profitable, cash-generative industrial growth stocks after several ASX stalwarts began to stumble.

As one recent analysis highlighted, investors have increasingly looked beyond traditional blue chips and into businesses offering steady growth without relying on speculative narratives.

Tasmea fitted that brief neatly.

Brokers still see upside

Despite the recent pullback, at least one broker remains constructive on the outlook.

A recent broker note suggested Tasmea still has meaningful upside potential from current levels, pointing to earnings momentum, disciplined capital allocation, and ongoing demand across its end markets.

Importantly, the broker's thesis does not rely on short-term multiple expansion. Instead, it assumes continued growth in revenue and profits as infrastructure owners prioritise maintenance, reliability, and compliance over the coming years.

That distinction matters in a market where sentiment can swing quickly.

Short-term nerves versus long-term fundamentals

None of this guarantees a rising share price in the near term.

Equity markets remain on edge, valuations across many sectors are being reassessed, and even high-quality ASX growth stocks are not immune to bouts of volatility. After such a strong run earlier in the year, some degree of consolidation was always likely.

However, long-term investors tend to focus less on month-to-month share price fluctuations and more on whether a business can sustainably grow its earnings over many years.

If Tasmea continues to execute in 2026 as it has recently — growing revenue, maintaining margins, and deploying capital sensibly — history suggests that the share price should eventually reflect that progress, even if the path is uneven.

Foolish Takeaway 

Tasmea's pullback looks less like a structural break and more like a pause after a rapid ascent.

For investors hunting ASX stocks for growth with exposure to real-world infrastructure and industrial services, Tasmea remains one to watch. The business fundamentals appear intact, sector tailwinds remain supportive, and broker sentiment suggests the long-term growth story is far from over.

Whether the current price proves attractive will ultimately depend on time horizon — and patience.

The post Is this ASX industrials stock a buy after a 20% pullback from all-time highs? appeared first on The Motley Fool Australia.

Tasmea is a skilled services company. 

The company provides essential maintenance, engineering, and specialised project services and solutions across the following four service streams to the mining and resources; oil and gas; waste and water; power and renewable energy; and defence and infrastructure industries.

In the last week it has shed almost 15% which may have created a buy the dip opportunity. 

Following the recent share price drop, the team at Morgans has upgraded its view on this ASX industrials stock. 

Here is the latest from the broker. 

WorkPac Acquisition reason for optimism

Earlier this week, Tasmea acquired 100% of the issued capital in WorkPac Group Pty Ltd. 

WorkPac is a workforce solutions business. It specialises in tailored, end-to-end solutions in workforce management, recruitment, skills and career development across diverse sectors including Mining, Industrial, Construction, Engineering, Healthcare, Social Care and more.

Commenting on the acquisition, Tasmea's Managing Director, Stephen Young said:

This transaction reflects our disciplined approach to growth and our commitment to building a diversified, scalable platform across Australia.

It seems the team at Morgans saw this as a positive move for the ASX industrials stock. 

In a note out of the broker on Thursday, it said WorkPac gives Tasmea a deeper labour pool which will be helpful in a tight market as it endeavours to self-perform all its services. This has the capacity to positively impact margins.

The WorkPac acquisition is +10% EPS accretive or +5-6% including the dilution from the recent equity raise. This transaction is a step-out from the company's strategy to acquire more specialised services businesses, though it sends a clear signal about TEA's visibility over demand in its key end-markets.

The broker also believes Tasmea should benefit from improved speed of mobilisation, which is critical given the fast-paced nature of some of its responsive services. 

Target price increase from Morgans

The team at Morgans has maintained its buy recommendation on this ASX industrials stock. 

The broker also increased its price target to $5.40 (previously $5.00). 

Based on this new price target, Morgans sees an upside of 20% for Tasmea shares. 

The post Broker tips 20% upside for this ASX industrials stock appeared first on The Motley Fool Australia.

Among the payers this week were BHP Group Ltd (ASX: BHP), which paid a fully franked dividend of 91.9 cents per share yesterday.

Telstra Group Ltd (ASX: TLS) also paid out a fully franked final dividend of 9.5 cents per share yesterday.

Some companies that reported their financial results late in the August earnings season are yet to go ex-dividend.

That means you still have time to strategise how to make their ex-div dates work for you.

Make the ex-dividend date work for you!

Ex-dividend dates provide two opportunities for investors.

After a company announces its next dividend, investors have a small window of opportunity to buy the ASX share with the payment attached.

If you do this, you can generate a quick return via short-term income.

Alternatively, you might like to wait until the ex-dividend date to buy, because the price will likely fall, creating a buy-the-dip opportunity.

Share prices typically fall on ex-dividend dates because the stocks are fundamentally less valuable without the next dividend attached.

As usual, there have been many examples of ASX shares falling on their ex-dividend dates this year.

On Monday, New Hope Corporation Ltd (ASX: NHC) shares fell 7.35% after the coal mining stock went ex-dividend.

Next week, a slew of real estate investment trusts (REITs) and other ASX shares will go ex-dividend.

19 ASX shares with ex-dividend dates next week

Here is a sample of the ASX shares with ex-dividend dates next week.

The post 19 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

For those looking beyond the banks and blue-chip healthcare giants, industrials and infrastructure are emerging as compelling alternatives. These sectors offer exposure to essential services, government-backed projects, and structural tailwinds like population growth, the energy transition, and the digital economy. 

Four industrial stocks showing strong momentum

Duratec (ASX: DUR)
Duratec specialises in asset remediation and protective coatings. Its work helps extend the life of critical infrastructure, from bridges and ports to defence facilities. With governments and corporations alike focusing on maximising the use of existing assets rather than building from scratch, Duratec has seen growing demand. Its recent results highlighted a robust project pipeline and a steady lift in revenue, supporting share price gains in 2025.

Tasmea (ASX: TEA)
Tasmea is an integrated engineering and services group working across mining, utilities, and industrial clients. It generates a large share of revenue from recurring maintenance contracts, which provide visibility and resilience in uncertain times. The company has reported strong order book growth and is building a reputation as a reliable partner for essential industries. Investors have begun to notice, with Tasmea's shares steadily trending higher this year.

GenusPlus (ASX: GNP)
As Australia's energy grid shifts toward renewables, GenusPlus stands to benefit. The company provides design, construction, and maintenance services for electrical infrastructure, including transmission lines and substations. With major investment planned in renewable projects and interconnectors, GenusPlus is positioned squarely in the middle of the energy transition. The company recently posted rising earnings and a solid pipeline of contracted work, helping its shares outperform the broader market.

NRW Holdings (ASX: NWH)
NRW Holdings has become one of the most diversified contractors on the ASX, with exposure to mining, civil, and urban infrastructure projects. The company recently acquired Fredon, a specialist electrical services business, boosting its exposure to energy and resources. Its share price has surged over 75% in the past 6 months, prompting Macquarie to upgrade the stock to outperform with a higher price target. 

Classic ASX infrastructure plays

Vanguard Global Infrastructure ETF (ASX: VBLD)
For those seeking a broad approach, VBLD offers exposure to more than 130 infrastructure companies worldwide. Its largest weighting is to the United States, but it also holds assets across transport, energy, and telecommunications. Infrastructure spending is expected to exceed $80 trillion globally by 2040, and this fund gives investors a simple, diversified way to ride that megatrend.

Transurban (ASX: TCL)
Toll roads may not be glamorous, but they're some of the most dependable infrastructure assets around. Transurban operates major road networks in Sydney, Melbourne, Brisbane, and North America. Its revenues are often inflation-linked, while traffic volumes continue to climb with population growth. The company recently reported steady increases in toll revenue, reinforcing its reputation as a reliable income generator.

APA Group (ASX: APA)
APA owns and operates Australia's largest network of gas pipelines. While traditional energy assets face transition risks, APA has been diversifying into renewables and storage. Its regulated asset base provides steady cash flow, supporting dividends that appeal to income-focused investors. Management has flagged new growth opportunities as the energy system evolves, positioning APA as a defensive yet forward-looking infrastructure play.

NextDC (ASX: NXT)
Data centres have become critical infrastructure in the digital age. NextDC provides secure, high-capacity facilities for cloud providers, enterprises, and government clients. The company is expanding across Australia and Asia, with more than 100MW of capacity in development. Demand for cloud and artificial intelligence workloads is surging, and fund managers like WAM Leaders are bullish on its long-term growth prospects. NextDC has delivered solid earnings and guided to further revenue and operating earnings growth in FY26, making it a standout in digital infrastructure.

Foolish Takeaway

With some ASX blue chips stumbling, investors are increasingly searching for fresh growth and reliable income elsewhere. Industrials and infrastructure stocks combine defensive characteristics with exposure to megatrends such as energy transition, transport demand, and the rise of digital connectivity.

The post Where money is moving after ASX stalwarts stumble appeared first on The Motley Fool Australia.

While tech stocks often dominate the headlines, these industrials are proving that smart execution, strong sector tailwinds, and disciplined management can deliver exceptional results. From asset maintenance to infrastructure upgrades and defence tech, here are three industrials shares to watch closely this earnings season.

1. Duratec Ltd (ASX: DUR)

At the time of writing, the Duratec share price has rallied more than 22% over the past 12 months — and there's reason for the optimism.

Duratec specialises in the remediation, protection, and life extension of critical infrastructure in sectors such as mining, energy, marine, defence, and transport. The company provides full asset lifecycle solutions, from condition assessments to maintenance and decommissioning.

Last week, Duratec expanded its national footprint with the acquisition of EIG Australia, an electrical infrastructure provider with expertise in fuel and fluid transfer systems. This strategic move strengthens Duratec's position in high-barrier, high-value sectors such as defence and mining.

With a healthy order book and growing capabilities in critical infrastructure, Duratec appears well-positioned heading into FY25 results.

2. Tasmea Ltd (ASX: TEA)

To date, the Tasmea share price has risen more than 150% in a year. The company has delivered outsized returns while quietly executing its industrial services and acquisition strategy.

Tasmea operates a national network of over 20 integrated businesses, offering maintenance, shutdown, and engineering services to sectors such as mining, renewables, defence, and water infrastructure. Many of its blue-chip clients are secured through long-term service agreements, providing a solid base of recurring revenue.

The company reported a 76.6% jump in first-half profit for FY25, reaffirmed full-year guidance of $52 million of NPAT, and rewarded shareholders with a fully franked special dividend. A recently upgraded FY26 forecast — now targeting $70 million in profit — signals management's confidence in ongoing growth.

Much of that momentum has come from smart acquisitions, including Future Engineering Group, which elevated its high-margin electrical division. 

3. GenusPlus Group Ltd (ASX: GNP)

As of today, GenusPlus shares have climbed over 100% over the past 12 months, fuelled by consistent contract wins and strong execution across power and telecom infrastructure.

Founded in 2017, the company operates across three core divisions — infrastructure, communications, and industrial services — offering end-to-end solutions from design and construction to maintenance and decommissioning.

GenusPlus posted a 33% increase in 1H FY25 revenue, with about 90% of its FY25–FY27 revenue already under contract, according to Bell Potter. Analysts see upside potential driven by structural demand in renewables, transmission upgrades, and telecom rollouts, especially as recent acquisitions expand its reach.

A strong balance sheet and upgraded earnings guidance round out what's been a breakout year for this small cap.

Foolish Takeaway

While market attention often shifts toward high-growth tech or dividend-heavy blue chips, these ASX industrial shares have been quietly delivering and may continue to do so this earnings season.

With sector tailwinds, strong order books, and smart strategic execution, Duratec, Tasmea, and GenusPlus are all worth watching as results roll in. Investors looking for exposure to infrastructure, energy, and asset services might find compelling opportunities hiding in plain sight.

The post These 3 industrial shares are quietly outperforming on the ASX appeared first on The Motley Fool Australia.

One standout? Tasmea Ltd (ASX: TEA). This "boring" but brilliant industrial services company has quietly surged over 115% in the past 12 months — and paid dividends along the way.

What does Tasmea do?

Tasmea isn't a flashy growth stock burning through cash. Tasmea operates a national network of over 20 integrated businesses delivering essential maintenance, engineering, and shutdown services to some of Australia's most important industries. These include mining, oil and gas, renewable energy, infrastructure, defence, and water management — sectors where equipment uptime and operational safety are non-negotiable.

The company is structured across four key service streams: industrial electrical, mechanical, civil engineering, and fluid systems. This means Tasmea's teams might be maintaining high-voltage electrical assets at a remote mining site, delivering mechanical shutdown services for a gas plant, or installing geomembranes and fluid drainage systems for water infrastructure.

Each subsidiary brings niche trade skills, but operates under a cohesive model, allowing the group to deliver turnkey solutions to blue-chip clients like BHP Group Ltd (ASX: BHP), Rio Tinto Ltd (ASX: RIO), and Santos Ltd (ASX: STO). These relationships are locked in through long-term Master Service Agreements, ensuring high levels of recurring revenue.

In an economy undergoing an energy and infrastructure transformation, Tasmea is strategically positioned to thrive and keep Australia's industrial engines running smoothly.

An IPO that's delivered

Tasmea listed on the ASX in April 2024 and closed its first day at $1.85 — a 19% gain for IPO investors. The share price then traded sideways for several months before starting its current trajectory following earnings results in August 2024. Tasmea achieved annual revenue of $400 million, representing a 25% increase from the previous year, pro forma operating earnings (EBIT) of $54.8 million, and net profit after tax (NPAT) of $36.9 million, 10% above guidance.

Growth accelerating in FY25

The momentum continued in the first half of FY25. 1H revenue jumped 27.6% to $246.6 million, while net profit after tax (NPAT) surged 76.6% to $27.9 million.

The company capped off the financial year 2025 by surprising investors with a fully franked special dividend of 12 cents per share, citing "strong financial performance" and confidence in its business model. Investors will be eager to read the full-year results, which will be released soon, although the company recently reaffirmed FY25 NPAT guidance of $52 million.

A key driver for FY25 was the acquisition of Future Engineering Group, which transformed Tasmea's Electrical division into its highest-margin unit. Management has smartly positioned this division to capture tailwinds from Australia's energy transition and renewables push.

Updated guidance shows confidence

On 25 June 2025, Tasmea upgraded its FY26 guidance, now expecting earnings growth to achieve an operating profit of $110 million and NPAT of $70 million

These revised figures imply further earnings growth and demonstrate management's conviction in both organic and acquisition-led expansion.

Founders still have skin in the game

As of the time of writing, founders Stephen Young and Mark Vartuli still hold a significant share ownership and work within the business. This kind of insider ownership provides alignment with shareholders and signals long-term confidence in the company's trajectory.

Foolish thoughts

Of course, no company is without risks. Tasmea's growth relies on successfully integrating acquisitions — a strategy that can come unstuck if execution falters. But so far, the company has delivered operationally and financially, building a resilient business with strong recurring revenue and industry relevance.

In a market often captivated by hype, Tasmea's performance is a reminder that consistent execution and essential services can still win the day.

The post This ASX share is up 115% in a year — and flying under the radar appeared first on The Motley Fool Australia.