Amotiv (ASX:AOV) Swings To A$139.3 Million H1 Loss Testing Bullish Margin Narratives

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Amotiv (ASX:AOV) has reported H1 2026 figures that keep the spotlight firmly on profitability, with trailing twelve month revenue of A$1.0 billion and a loss of A$93.3 million translating to basic EPS...

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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\">\nAmotiv (ASX:AOV) Swings To A$139.3 Million H1 Loss Testing Bullish Margin Narratives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 02:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/automobiles/asx-aov/amotiv-shares/news/amotiv-asxaov-swings-to-a1393-million-h1-loss-testing-bullis><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amotiv (ASX:AOV) has reported H1 2026 figures that keep the spotlight firmly on profitability, with trailing twelve month revenue of A$1.0 billion and a loss of A$93.3 million translating to basic EPS...</p>\n\n<a href=\"https://simplywall.st/stocks/au/automobiles/asx-aov/amotiv-shares/news/amotiv-asxaov-swings-to-a1393-million-h1-loss-testing-bullis\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BLSG","symbol_name":"2倍做多BLSH ETF-Leverage Shares","start_time":0,"source_url":"https://simplywall.st/stocks/au/automobiles/asx-aov/amotiv-shares/news/amotiv-asxaov-swings-to-a1393-million-h1-loss-testing-bullis","article_id":"2610003608","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4012000-choice2-main-header/1585186808051"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/automobiles/asx-aov/amotiv-shares/news/amotiv-asxaov-swings-to-a1393-million-h1-loss-testing-bullis","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610003608","pubTimestamp":1770747397,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Amotiv (ASX:AOV) has reported H1 2026 figures that keep the spotlight firmly on profitability, with trailing twelve month revenue of A$1.0 billion and a loss of A$93.3 million translating to basic EPS of A$0.68 loss. The company has seen revenue move from A$987.2 million in the second half of 2024 to A$1.0 billion over the latest twelve month period, while basic EPS shifted from A$0.71 to A$0.68 loss as margins came under pressure.\nSee our full analysis for Amotiv.\nWith the headline numbers...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BLSG":"2倍做多BLSH ETF-Leverage Shares","AOV.AU":"Amotiv","BK7051":"机动车零配件与设备","BK4112":"金融交易所和数据","BLSX":"Tradr 2X Long BLSH Daily ETF"},"translate_title":"Amotiv(ASX：AOV)上半年亏损达1.393亿澳元，考验看涨的利润率叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AOV.AU":1.98,"BLSG":0.6,"BLSX":0.6},"content_text":"Amotiv (ASX:AOV) has reported H1 2026 figures that keep the spotlight firmly on profitability, with trailing twelve month revenue of A$1.0 billion and a loss of A$93.3 million translating to basic EPS of A$0.68 loss. The company has seen revenue move from A$987.2 million in the second half of 2024 to A$1.0 billion over the latest twelve month period, while basic EPS shifted from A$0.71 to A$0.68 loss as margins came under pressure. See our full analysis for Amotiv. With the headline numbers on the table, the next step is to set these results against the widely held narratives about Amotiv to see which stories still hold up and which ones the latest margins call into question. See what the community is saying about Amotiv ASX:AOV Earnings & Revenue History as at Feb 2026 AdvertisementH1 swing from profit to A$139.3 million loss  In H2 2025 Amotiv moved from A$33.0 million net income in H1 2025 to a net loss of A$139.3 million, with basic EPS shifting from a profit of A$0.23 to a loss of A$1.01 over those halves. Bulls point to cost programs like the Amotiv Unified initiatives as a path to better margins, yet the recent loss-making halves set a high bar for that view:\n     Consensus narrative talks about A$10 million in annualised cost savings already targeted for FY26 and expectations for margins to reach 11.3% in a few years. Trailing twelve month net income is a loss of A$93.3 million, so the current earnings base is still firmly negative. Optimistic forecasts also look for earnings of around A$125.5 million in a few years. The step up from the latest profitable half in the data, at A$51.4 million in H1 2024, to those levels would require sustained execution beyond what the recent loss of A$139.3 million suggests.    Forecast fans argue that this messy H1 2026 print could be the turning point that sets up a very different earnings story over the next few years, and the full bull case lays out how that might happen in more detail. 🐂 Amotiv Bull Case TTM loss of A$93.3 million against bullish growth forecasts  Over the last twelve months Amotiv generated A$1.0 billion of revenue and recorded a net loss of A$93.3 million, while analysts in the inputs expect earnings to grow about 48.87% per year and turn positive within three years. What stands out is how the bearish narrative about legacy exposure and margin pressure lines up with the recent numbers even as forecasts remain upbeat:\n     Bears worry that reliance on traditional auto components and higher costs will keep squeezing profitability, and the shift from TTM profits of A$99.8 million in H2 2024 to a TTM loss of A$93.3 million supports that concern about pressure on the core business. The same cautious view assumes earnings could still reach roughly A$119.9 million in a few years, yet the fact that TTM EPS is a loss of A$0.68 today shows that any path back to those kinds of profits depends on reversing the current loss trend first.    If you are wondering how far the cautious case goes in stress testing these H1 2026 figures, the fuller bear-side breakdown of Amotiv sets out those risks in one place. 🐻 Amotiv Bear Case DCF fair value A$17.62 vs A$8.12 price  Amotiv shares trade at A$8.12 while the provided DCF fair value is A$17.62 and a single allowed analyst price target in the inputs sits at A$11.56, with the stock on a P/S of 1.1x compared with 2.8x for peers and 1.0x for the Global Auto Components industry. Consensus narrative leans on this valuation gap, but the recent loss-making stretch and balance sheet flags frame the other side of the story:\n     Rewards data highlight that the share price is about 53.9% below the DCF fair value and that analysts in the sample see upside of about 42.4%. This supports the idea that current pricing could be conservative relative to the provided models. At the same time, the company is unprofitable on a trailing twelve month basis, carries high debt, and the 4.99% dividend yield is not well covered by earnings, so any attraction in the P/S and fair value gap has to be weighed against these financial pressures.     Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Amotiv on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. See the numbers in a different light. If you think the story should read another way, shape your own view in minutes, Do it your way A great starting point for your Amotiv research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Explore Alternatives Amotiv is working through a loss making stretch, high debt and an uncovered dividend, so the recent results highlight meaningful financial pressure and balance sheet risk. If that mix of losses, leverage and dividend strain feels uncomfortable, you might prefer companies screened for stronger foundations using our solid balance sheet and fundamentals stocks screener (20 results).  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}