Mainfreight 1H26 Preview—A Margin Call
We expect a material decline in profits, with margin pressure a key feature and further downgrade risk to FY26 earnings expectations.
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Transport Trends Strait Back Into Action
The susceptibility of the Transport sector to global events has been laid bare over the past three or so months. With the US–Iran conflict...
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Transport Trends - Fuel Costs Have Cracked
Port of Tauranga (POT)’s 1H26 result was strong, with earnings growth supported by pricing increases, while cargo volumes remain constrained by...
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Transport Trends Not Feeling Much Liberation
Uncertainty and volatility have resurfaced following the Liberation Day tariffs, impacting transport markets with varied responses.
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Transport Trends - Green Shoots Yet to Germinate
The depressed economic backdrop at home and stalled recovery of inbound air travel is weighing on the sector’s psyche and financial performance.
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