Can SRG Global (ASX: SRG) Sustain Its Breakout After Securing $1.85bn of Contracts?
SRG Global (ASX: SRG) surged after securing $1.85 billion of new contracts, upgrading FY26 EBITDA guidance, and initiating FY27 EBITDA guidance of $190m-$200m. Future performance depends on delivering sustained earnings growth across its diversified infrastructure portfolio.
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Fleetwood (ASX: FWD): Chart Breakout Meets a Cleaner Business Story
Fleetwood is simplifying its business through modular buildings and worker accommodation. The Red Dog Village purchase, Camec sale, and factory changes aim to improve focus, reduce complexity, and strengthen long-term earnings visibility.
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Brambles (ASX: BXB) : Buybacks, Cash Flow and Breakout Potential
Brambles (ASX: BXB) compounds cash flow and margins through operational excellence, asset efficiency and disciplined capital allocation, supported by buy‑backs and a strengthening customer value proposition.
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Austal (ASX: ABS): Breaks Downtrend with Defence Contracts in Focus
Austal (ASX: ASB) gains investor attention after Hanwha’s proposal for Austal USA, alongside major defence contracts and a technical breakout. The company faces both strategic opportunities and execution risks as its shipbuilding plans evolve.
These ASX stocks give you exposure to the rising interest in defence spending
Rising geopolitical tensions and military modernisation are driving a surge in global defence spending, which exceeded US$2.6 trillion in 2025. Australia is also increasing defence investment, with spending expected to approach A$100 billion by 2034. As a result, ASX-listed companies involved in defence technology, shipbuilding and security systems are gaining investor attention as part of a long-term growth trend.
Transurban Group (ASX: TCL)- Infrastructure Quality at Scale: Cash Flow Compounding Through Cycles
Transurban is a high-quality global infrastructure franchise with long-duration, inflation-protected cash flows, strong pricing power and irreplaceable assets. The market remains overly focused on macro headwinds, overlooking the durability of its concessions, recovering mobility and improving cash-flow conversion. As operational risk declines and cost pressures fade, Transurban is well positioned to deliver asymmetric upside through FY26–FY28 via compounding distributions and operating leverage.