Management at Downer EDI’s Investor Day set targets above consensus forecasts

Rising demand for commodities testing, supported by the soaring gold price, provided a strong first half for ALS Ltd, and it appears there’s more to come

Developer & contractor Ventia Services has re-rated significantly this year, and recent contract wins support valuation. Is there room for more upside?

Mandatory compliance and ageing infrastructure are driving a structural boom in Australia’s water sector, validating companies pivoting to high-margin, recurring revenue models

Australia has a dry climate, making it the second driest continent in the world, prompting the country to rethink how it sources its most essential resource: water

Diversified construction contractor Symal Group’s self-performance model differentiates the company from peers. A shift towards services and recurring revenues provide upside in a growing addressable market

Duratec’s FY25 results highlight competitive advantages relative to peers in the contracting space, supporting higher earnings and margins

Service stream shares jump as analysts anticipate rising margins on the back of a new contract win with the Australian government

New research on ALS Ltd highlights the benefits of its hub & spoke model, along with rising testing from regulatory requirements and a recovery in mining exploration

New research illustrates Tasmea’s high margins derive from a unique operating model, small acquisitions and cross-selling between subsidiaries