ASX EARNINGS WEEK 2 FEBRUARY
Week 2 of ASX Reporting Season: Key Companies to Watch
The second week of the February 2025 ASX earnings season (10–14 February) features a mix of industrial heavyweights and consumer-focused giants. Here’s what investors should keep an eye on:
Monday, 10 February: Healthcare and Retail in Focus
Ansell (ASX: ANN)
The safety equipment supplier will report amid declining medical sector earnings (-6.3% annualized). Investors will scrutinize cost-saving efforts and integration progress of its $639M KBU acquisition. FY25 adjusted EPS guidance ($1.07–$1.27) suggests cautious optimism.JB Hi-Fi (ASX: JBH)
The electronics retailer’s HY25 results follow a resilient FY24, where its Industrial segment saw 3.3% sales growth. Investors will focus on consumer spending trends and margins at The Good Guys division, which posted 8% sales growth in FY24.
Tuesday, 11 February: Biotech and Media Updates
CSL (ASX: CSL)
The biotech giant’s half-year results will highlight plasma collection recovery and immunoglobulin demand. Analysts forecast 11% revenue growth (US$8.66B) and a 20% EBIT margin improvement. FY25 EPS guidance will be key to investor sentiment.Seven West Media (ASX: SWM)
Investors will watch for digital revenue growth, with its 7plus platform surging 83% in 2025. Cost management remains crucial amid weak ad markets. HY24 revenue stood at $1.41B, with net margins at 3.2%.
Wednesday, 12 February: Energy and Banking Heavyweights
AGL Energy (ASX: AGL)
Following its demerger, focus shifts to renewable investments and FY25 EBITDA guidance ($1.9–$2.3B). HY24 earnings rebounded to $711M, though net margins remain slim at 5.2%.Commonwealth Bank of Australia (ASX: CBA)
Australia’s largest bank faces scrutiny over net interest margins (down 11bps in Q1) and loan defaults. Analysts expect a $4.95 interim dividend (+6.5% YoY), with HY25 cash profit forecasts at $5.1B.Computershare (ASX: CPU)
Interest-rate-sensitive earnings (60% of revenue) may benefit from sustained rate hikes. HY25 results will test its 38.6% annual share price rally.
Later in the Week
Thursday and Friday feature key reports from insurers (IAG), miners (Northern Star), and utilities (Origin Energy). Additionally, Domain Holdings (ASX: DHG) may offer insights into property market trends.
Why This Week Matters
From healthcare margins to consumer resilience and energy transitions, these reports will gauge Australia’s economic health. CSL and CBA’s performances could set the tone for ASX 200 sectors, while AGL’s renewable pivot and JB Hi-Fi’s retail data may signal broader market trends. Investors should monitor guidance revisions closely amid fluctuating inflation and rate expectations.