FY26 Financials: Strong. Dividend3%/10% beat vs. MSe/ Cons. EPS in-line with MS, but ~5% beat vs. Cons. OW-20260818
摩根士丹利·2026-08-18 09:06
August 18, 2026 12:03 AM GMT BHP Group Ltd | Asia Pacific FY26 Financials: Strong. Dividend 3%/10% beat vs. MSe/ Cons. EPS in-line with MS, but ~5% beat vs. Cons. OW AlphaSignals Earnings Reaction Unchanged Meaningful upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Balance sheet/dividend significantly better: Net debt US$8.7bn, 5.1%/2.7% below MSe/Cons; gearing 13.4%, below US$10-20bn ...