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CSL, WiseTech Global and James Hardie are hovering around 52-week lows even as they continue to deliver steady earnings, strengthen balance sheets, invest in growth and also are undervalued relative to their industry peers.
CSL Limited (ASX: CSL)
posted a revenue of about US$15.56 billion in FY2025 which is 5% higher compared to last year. The growth mainly came from CSL Behring, Seqirus and Vifor. Net profit after tax went up 14% to US$3.0 billion and NPATA was US$3.22 billion showing an 11% jump. Operating cash flow also improved strongly by 29% to US$3.56 billion giving the company more room to put money in R&D. Among the key product updates, CSL got approvals for Hemgenix which is a one time gene therapy for haemophilia B and Andembry a new treatment for hereditary angioedema that has now been launched in several markets worldwide. Going forward CSL is looking to grow its influenza and nephrology businesses along with making Seqirus work as a stand alone unit and also bring more than 30 new products from its pipeline. With its global scale and wide portfolio, the company is in a good place for steady growth.
WiseTech Global Limited (ASX: WTC)
posted very strong results for FY2025. The company’s revenue went up by 14% to US$778.7 million mainly because CargoWise revenue jumped 18%. Underlying NPAT increased 30% to US$241.8 million and EBITDA excluding M&A costs rose 26% to US$409.5 million with margins also going up to 53%. Operating cash flow got better by 25% to US$436.5 million which gave free cash flow of US$287.0 million which was 31% higher than FY2024. In August 2025 the company closed the major acquisition of e2open which expands its trade network globally and they are targeting US$50 million in yearly cost savings by FY2027. WiseTech is still putting alot into product innovation with more than 1,200 CargoWise upgrades and also started a new commercial model to boost adoption. For FY2026 the company is expecting revenue between US$1.39–1.44 billion and EBITDA of US$550–585 million backed by global rollouts, AI workflow engines and integrating the new acquisitions.
James Hardie Industries (ASX: JHX)
came out with its Q1 FY26 results. Net sales were about US$900 million and Operating income was US$138.6 million while adjusted EBITDA was US$225.5 million as margins were under pressure from lower sales volume. Net income dropped to US$62.6 million but adjusted net income was stronger at US$126.9 million. By the end of the quarter cash and cash equivalents were US$2.1 billion which got a boost from the financing of the big US$8.4 billion AZEK deal. Integration of AZEK has already started and some early cost savings and synergies are showing up. For FY26 the company guided adjusted EBITDA in the range of US$1.05–1.15 billion and free cash flow of at least US$200 million. It is also expecting contributions from AZEK to pick up further into FY27 and highlighted a long term chance in material conversion as more homeowners shift away from wood and vinyl siding.
(Source: Company Announcements)
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