Monadelphous's Revenue Guidance Appears Conservative -- Market Talk

Dow Jones

Jan 22

0206 GMT - Engineering contractor Monadelphous's annual revenue guidance looks conservative to Macquarie, given recent contract wins have been strong. Macquarie now forecasts revenue to rise 30% in FY 2026. That compares with Monadelphous's 20-25% guidance. Macquarie says Monadelphous's outlook implies 2H revenue growth of 9%, well below the 45% achieved in 1H. "The stock has had a strong run and there is now relatively high expectation built into the share price," says Macquarie, which retains an outperform call. "We think stock should be supported by consensus EPS upgrades." Macquarie's EPS forecast is 17% and 19% above consensus expectations for FY 2026 and FY 2027, respectively. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 21, 2026 21:06 ET (02:06 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2605045840"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2605045840\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2605045840?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-22 10:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2605045840","market":"fut","top_or_hot":-1,"title":"Monadelphous's Revenue Guidance Appears Conservative -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0206 GMT - Engineering contractor Monadelphous's annual revenue guidance looks conservative to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, given recent contract wins have been strong. Macquarie now forecasts revenue to rise 30% in FY 2026. That compares with Monadelphous's 20-25% guidance. Macquarie says Monadelphous's outlook implies 2H revenue growth of 9%, well below the 45% achieved in 1H. \"The stock has had a strong run and there is now relatively high expectation built into the share price,\" says Macquarie, which retains an outperform call. \"We think stock should be supported by consensus EPS upgrades.\" Macquarie's EPS forecast is 17% and 19% above consensus expectations for FY 2026 and FY 2027, respectively. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 21, 2026 21:06 ET (02:06 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Monadelphous's Revenue Guidance Appears Conservative -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMonadelphous's Revenue Guidance Appears Conservative -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-22 10:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0206 GMT - Engineering contractor Monadelphous's annual revenue guidance looks conservative to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, given recent contract wins have been strong. Macquarie now forecasts revenue to rise 30% in FY 2026. That compares with Monadelphous's 20-25% guidance. Macquarie says Monadelphous's outlook implies 2H revenue growth of 9%, well below the 45% achieved in 1H. \"The stock has had a strong run and there is now relatively high expectation built into the share price,\" says Macquarie, which retains an outperform call. \"We think stock should be supported by consensus EPS upgrades.\" Macquarie's EPS forecast is 17% and 19% above consensus expectations for FY 2026 and FY 2027, respectively. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 21, 2026 21:06 ET (02:06 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7055","symbol_name":"建筑与工程","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2605045840","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605045840","pubTimestamp":1769047560,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0206 GMT - Engineering contractor Monadelphous's annual revenue guidance looks conservative to Macquarie, given recent contract wins have been strong. Macquarie now forecasts revenue to rise 30% in FY 2026. That compares with Monadelphous's 20-25% guidance. Macquarie says Monadelphous's outlook implies 2H revenue growth of 9%, well below the 45% achieved in 1H. \"The stock has had a strong run and there is now relatively high expectation built into the share price,\" says Macquarie, which retains an outperform call. \"We think stock should be supported by consensus EPS upgrades.\" Macquarie's EPS forecast is 17% and 19% above consensus expectations for FY 2026 and FY 2027, respectively. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7055":"建筑与工程","MND.AU":"MONADELPHOUS GROUP LTD"},"translate_title":"Monadelphous的收入指引显得保守——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MND.AU":0.9},"content_text":"0206 GMT - Engineering contractor Monadelphous's annual revenue guidance looks conservative to Macquarie, given recent contract wins have been strong. Macquarie now forecasts revenue to rise 30% in FY 2026. That compares with Monadelphous's 20-25% guidance. Macquarie says Monadelphous's outlook implies 2H revenue growth of 9%, well below the 45% achieved in 1H. \"The stock has had a strong run and there is now relatively high expectation built into the share price,\" says Macquarie, which retains an outperform call. \"We think stock should be supported by consensus EPS upgrades.\" Macquarie's EPS forecast is 17% and 19% above consensus expectations for FY 2026 and FY 2027, respectively. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 21, 2026 21:06 ET (02:06 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}