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Ampol Earnings Calls
| Release date | Feb 22, 2026 |
| EPS estimate | $1.43 |
| EPS actual | $1.48 |
| EPS Surprise | 3.50% |
| Revenue estimate | 10.065B |
| Revenue actual | 11.347B |
| Revenue Surprise | 12.73% |
| Release date | Feb 22, 2026 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Aug 17, 2025 |
| EPS estimate | $0.89 |
| EPS actual | -$0.139 |
| EPS Surprise | -115.67% |
| Revenue estimate | 10.469B |
| Revenue actual | 10.021B |
| Revenue Surprise | -4.28% |
| Release date | May 08, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Ampol
Below you can see how CTXAY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | May 08, 2025 |
| Price on release | $32.64 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 02, 2025 | $31.95 |
| May 05, 2025 | $32.98 |
| May 06, 2025 | $32.37 |
| May 07, 2025 | $32.64 |
| May 08, 2025 | $32.64 |
| May 09, 2025 | $33.08 |
| May 12, 2025 | $32.25 |
| May 13, 2025 | $34.00 |
| May 14, 2025 | $34.23 |
| 4 days before | 2.16% |
| 4 days after | 4.87% |
| On release day | 1.35% |
| Change in period | 7.14% |
| Release date | Aug 17, 2025 |
| Price on release | $38.16 |
| EPS estimate | $0.89 |
| EPS actual | -$0.139 |
| EPS surprise | -115.67% |
| Date | Price |
|---|---|
| Aug 11, 2025 | $35.19 |
| Aug 12, 2025 | $35.45 |
| Aug 13, 2025 | $35.44 |
| Aug 14, 2025 | $35.51 |
| Aug 15, 2025 | $38.16 |
| Aug 18, 2025 | $38.65 |
| Aug 19, 2025 | $37.59 |
| Aug 20, 2025 | $38.29 |
| Aug 21, 2025 | $38.55 |
| 4 days before | 8.44% |
| 4 days after | 1.03% |
| On release day | 1.28% |
| Change in period | 9.56% |
| Release date | Feb 22, 2026 |
| Price on release | $40.92 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Feb 13, 2026 | $41.25 |
| Feb 17, 2026 | $42.23 |
| Feb 18, 2026 | $40.88 |
| Feb 19, 2026 | $41.12 |
| Feb 20, 2026 | $40.92 |
| Feb 23, 2026 | $38.75 |
| Feb 24, 2026 | $40.51 |
| Feb 25, 2026 | $39.56 |
| Feb 26, 2026 | $39.38 |
| 4 days before | -0.800% |
| 4 days after | -3.76% |
| On release day | -5.29% |
| Change in period | -4.53% |
| Release date | Feb 22, 2026 |
| Price on release | $40.92 |
| EPS estimate | $1.43 |
| EPS actual | $1.48 |
| EPS surprise | 3.50% |
| Date | Price |
|---|---|
| Feb 13, 2026 | $41.25 |
| Feb 17, 2026 | $42.23 |
| Feb 18, 2026 | $40.88 |
| Feb 19, 2026 | $41.12 |
| Feb 20, 2026 | $40.92 |
| Feb 23, 2026 | $38.75 |
| Feb 24, 2026 | $40.51 |
| Feb 25, 2026 | $39.56 |
| Feb 26, 2026 | $39.38 |
| 4 days before | -0.800% |
| 4 days after | -3.76% |
| On release day | -5.29% |
| Change in period | -4.53% |
Ampol Earnings Call Transcript Summary of Q4 2025
Ampol reported strong FY2025 RCOP results: EBITDA A$1.44bn (+20% YoY), RCOP EBIT A$947m (+32%), and RCOP NPAT A$429m (+83%) (before significant items). Convenience Retail continues steady, multi-year EBIT growth (FY25 EBIT A$374m) driven by premium fuels (now 56.5% mix), higher shop margins (40% post waste/shrink) and non-tobacco sales; U-GO conversions are delivering >50% fuel volume uplifts and ~A$350k average annual EBITDA per converted site. Fuels & Infrastructure (F&I) more than doubled EBIT to A$406m as Lytton returned to profitability after reliability improvements; the Lytton ultra-low sulfur fuels project is due to commission in H1 2026. New Zealand (Z) delivered resilient EBIT (A$234m) with Q4 recovery. Group leverage is back in target at 2.3x adjusted net debt / EBITDA, enabling a final fully franked dividend of A$0.60 (total FY25 A$1.00) and positioning Ampol to pursue the proposed EG Australia acquisition (ACCC Phase 2 review underway). Net CapEx guidance for 2026 is ~A$600m (reflecting refinery turnaround and retail growth); management expects normalized annual CapEx to trend toward ~A$450m after current projects complete. Key risks/near-term drivers: ACCC outcome on EG, global refining margin volatility (seasonal gasoline softness noted), ongoing commissioning of ULSD project, and execution of integration/synergies if EG completes.
