Abstract: We analyzed the consensus earnings revisions for MSCI Australia index components in September 2026, estimating the index 2026E EPS at A$89.61, a decline of -0.37% month on month from A$89.94 in August. The index fell -3.9% over the month, from 1,782 to 1,713, with 5 stocks revised up and 2 revised down on 2026E EPS. Individual stock EPS revisions contributed A$0.607 to the index EPS change. The top positive contributors by index EPS impact were Woodside Energy (WDS AU, +A$0.21) and Santos (STO AU, +A$0.12), driven by EPS upgrades of +7.7% and +10.5% respectively. Rio Tinto (RIO AU) and Aristocrat Leisure (ALL AU) were the key detractors, with EPS changes of +2.40% and -0.03% respectively, while Qbe Insurance (QBE AU) saw a modest upgrade of +1.62%.
ANZ, Rio Tinto, Aristocrat Leisure, ASX, Qbe Insurance, Commonwealth Bank Of Australia
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