Abstract: We analyzed the 2026E EPS and revenue revisions of MSCI Australia index components for June 2026. The index rose 0.90% over the month from 1,714 to 1,729, while the estimated index 2026E EPS increased 0.52% month-on-month from 92.13 to 92.60, with 17 stocks revised up versus 25 revised down, and individual stock EPS revisions contributing A$1.02 to the index EPS change. On a stock-impact basis, BHP contributed the most at +A$0.70 to index EPS, followed by Pilbara Minerals at +A$0.45, while Woodside Energy (-A$0.20) and ANZ (-A$0.14) were the largest detractors. Among individual EPS revisions, Santos led gainers with +7.86% and Rio Tinto rose +5.86%, while Pro Medicus saw the steepest cut at -8.33% and Northern Star Resources fell -3.31%. On the revenue side, QBE Insurance posted the largest upgrade at +5.86% and Rio Tinto gained +4.07%, while Lottery Corporation saw the sharpest revenue cut at -2.32%.
Lottery, Pilbara Minerals, Northern Star Resources, Santos, Suncorp, Brambles
A monthly review of consensus earnings revisions for MSCI Australia constituents. Each issue estimates how the index's forward EPS changed over the month, and tabulates the stocks with the largest impact on index EPS alongside their EPS and revenue revisions. All issues of Index Earnings Revision Monthly →
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