Abstract: We analyzed earnings revisions for the 8 component stocks of MSCI Australia in October 2026. The index's 2026E EPS rose 0.025% month on month to A$90.45, with 4 stocks revised up and 4 revised down, while the index itself gained 2.5% to 1,772. Individual stock EPS revisions contributed A$0.0793 to the index EPS change, a smaller driver than weighting and price effects. Santos led EPS upgrades, up 11.3% to A$0.772, contributing +A$0.228 to index EPS, while Rio Tinto led downgrades, down 5.5% to A$11.5, contributing -A$0.199. Other notable movers included Woodside Energy (EPS +1.6% to A$2.59, contributing +A$0.079), ANZ (contributing -A$0.080 on weight drift despite a 0.1% EPS gain), and Westpac (EPS -0.2% to A$2.04, contributing -A$0.060).
Aristocrat Leisure, ANZ, National Australia Bank, Qbe Insurance, Woodside Energy, Coles
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