Webinar: Australian Equity Reporting Season - February 2026

Recent shifts in interest rates and renewed inflation pressures have sharpened the market’s focus on the durability of company earnings. Against this backdrop, wide valuation dispersion across Australian Equities continues to create an attractive environment for active stock selection, particularly where earnings moats are being tested or reinforced. Australian Reporting Season offers a timely window into how companies are navigating these challenges. 

Through results, guidance and direct engagement with management teams, the ClearBridge Australian Equities Team has been assessing the resilience of earnings moats, including how emerging technologies such as AI may strengthen competitive advantages for asset-heavy or process-driven companies, while exposing vulnerabilities in more service-oriented business models.

Join Reece Birtles, Head of Australian Equities at ClearBridge Investments, as he shares key reporting season insights, earnings signals from company results and meetings, and where the team sees the most compelling valuation opportunities as we look toward 2026.

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