September 2026 Stock Picks: 3 Top ASX Shares to Buy Now

These three ASX companies are showing different growth trends with stronger areas in earnings, production, customer demand and future business opportunities.

CSL Ltd (ASX: CSL)

On 1 September 2026 announced agreements with the U.S. Administration to lower medicine prices and expand manufacturing. CSL will give U.S. Medicaid access to its medicines at prices similar to other developed countries. New therapies will also be priced similarly for all U.S. payers. The company also entered into an agreement associated with its expansion project in Kankakee, Illinois.

On 18 August 2026, CSL announced FY26 underlying NPATA of US$3.1 billion, which was a decline of 2%. However, after making adjustments for restructuring and impairments, it had a net loss of US$2.6 billion. The transformation strategy resulted in cost savings of $176 million.

For FY27, CSL expects revenue to stay around the previous year’s level, with underlying NPAT growth of about 5%. Behring expects mid single digit growth, Seqirus low single digit growth, while Vifor revenue may fall about 25%. CSL also announced another A$1.1b share buy-back.

BHP Group Limited (ASX: BHP)

Shared its FY26 results for the year ended 30 June 2026 on 18 August 2026. The Underlying EBITDA rose to about US$33 billion. Net debt fell below US$9 billion. Copper production reached about 2 Mt for the second year and WAIO achieved record iron ore production and shipments.

Capital and exploration spending were US$10.3 billion, up 5% from US$9.8 billion in FY25. Copper contributed more than half of Underlying EBITDA for the first time. BHP expects attributable copper equivalent production to grow at 3–4% CAGR between FY27 and FY35. Vicuña remains on track for a potential Stage 1 FID by end-CY26.

BHP declared a US$0.99 fully franked final dividend per share, with a 72% payout ratio. Total FY26 cash returns reached US$8.7 billion. Underlying ROCE was 26.1%. Global progress is anticipated around 3% in CY26, while China targets 4.5–5% growth and India remains the fastest growing major economy.

Temple & Webster Group Ltd (ASX: TPW)

On 19 August 2026, announced its FY26 results for the year ended 30 June 2026. Revenue reached a record $665m, increased 11% from FY25. EBITDA rose 17% to $21.9m with a 3.3% margin. Underlying EBITDA excluding FX increased 28% to $25.9m. Market share moved from 2.7% to 2.9%, active customers reached about 1.3 million and revenue per active customer rose 8% to $494. Repeat customers accounted for 62% of orders.

During FY26, exclusive products contributed about 51% of revenue, up from 45%. Adjacent businesses generated $117m, rising 30%. Home improvement revenue increased 39% to $59m, while Trade & Commercial revenue rose 16% to $56m. New Zealand generated $3m from 7,400+ orders.

Operating cash flow was $24m with $123m cash at 30 June 2026 after $30m of share buy-backs. FY27 revenue is currently down 13% year-to-date, while contribution margin dollars are up 10%. EBITDA guidance is $33–40m.

(Source: Company Report)