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FRW · NZX

Freightways Group (FRW)

Transport & Infrastructure / Freight and logistics•Covered: HY25 - HY26•3 published briefings

Freightways Group is an NZX-listed transport & infrastructure / freight and logistics company with HY25 - HY26 of published result briefings.

Latest briefing

HY26 · Released 16 February 2026

VT Freight Express acquisition adds perspective to Freightways Group's operating read

The NZ$77m acquisition price from the VT Freight Express acquisition sits behind the period; operating metrics remain the main read.

Market data

As at close
Close price
NZD 13.60
Market cap
$2.4b
Dividend yield
3.1%

as at close, 12 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

HY26, released 16 February 2026

← Swipe to view more
FRW latest metrics
MetricValueChange
Revenue$718.2m↑ +8.5%
EBITDA$143.4m↑ +9.9%
NPAT$52.3m↑ +17.3%
Operating cash flow$94.9m↑ +24.4%
OCF / EBITDA %66.2%↑ +7.7pp
Net debt$211m↓ -11.1%
Net debt / EBITDA1.47x↓ -19.2%
ROE %9.8%↑ +1.0pp
DPS21.0c↑ +10.5%
Payout ratio vs NPAT %71.7%↓ -4.3pp

Source: latest published briefing (HY26, released 16 February 2026). Change compares against the prior equivalent period: HY25, released 17 February 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 12 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$2.4b

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

27.79x

i

Recent market cap compared with trailing earnings.

EPS

0.49

i

Recent filing-derived earnings per share.

PEG

1.61x

i

P/E compared with recent earnings growth.

EV/EBITDA

16.63x

i

Enterprise value compared with recent EBITDA.

P/FCF

15.03x

i

Market cap compared with recent free cash flow.

P/B

4.54x

i

Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

3.1%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about FRW

Ask follow-up questions about Freightways Group's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about FRW

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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FRW metric history
MetricHY266 MONTHS16 February 2026FY2512 MONTHS18 August 2025HY256 MONTHS17 February 2025Trend
Revenue$718.2m$1.3b$662.1m
Chart
Revenue growth %8.5%6.6%6.7%
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EBITDA$143.4m$146.1m$130.5m
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EBITDA margin %20.0%11.3%19.7%
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PBT$74.5m$112m$62.7m
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PBT growth %18.8%10.6%9.6%
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NPAT$52.3m$79.9m$44.6m
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NPAT growth %17.3%12.9%9.0%
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Operating cash flow$94.9m$173.6m$76.3m
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OCF / EBITDA %66.2%118.9%58.5%
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FCF pre-lease$79.8m$144.1m$62m
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DPS21.0c29.2c19.0c
Chart
Payout ratio vs NPAT %71.7%107.8%76.0%
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Annual payout ratio vs EPS %—107.8%—
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ROE %9.8%16.0%8.8%
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Net debt$211m$215.2m$237.5m
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Net debt / EBITDA1.47x1.47x1.82x
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Debtor days10201
Chart
Inventory days743
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Total assets$1.4b$1.4b$1.4b
Chart

Reference: annolyse.ai/companies/frw

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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ROE

Return on equity.

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Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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Inventory days

Inventory days where the working-capital inputs are source-backed.

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Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 16 February 2026

VT Freight Express acquisition adds perspective to Freightways Group's operating read

The NZ$77m acquisition price from the VT Freight Express acquisition sits behind the period; operating metrics remain the main read.

Read latest briefing→

Historical setup

What FY25 said to watch

From NPAT up 12.9% but dividend lifts to 107.8% of earnings

Management states it expects to grow revenue and earnings in FY26, but no quantitative target is supplied and the release provides no forward-work or pipeline figures, so the gap between aspiration and quantification cannot be closed from this document.

On phasing, NPAT was 55.9% first-half weighted and revenue was 51.3% first-half weighted, so the second half was the softer profit half. That matters because the FY26 growth expectation is anchored to a year whose run-rate has been decelerating, and the implied annualised revenue of $1.3b is only modestly above reported FY25.

Open questions

Open questions from FY25

  • Why did the board set a full-year dividend more than 30% above the prior year while NPAT grew 12.9%, and is the 107.8% payout against NPAT a one-off or a new policy level?
  • What drove the Information Management & Waste Renewal margin from 15.1% to 13.4% despite revenue growth, and is the pressure cost-side or pricing-side?
  • What is the current group EBITDA and net debt to EBITDA, given EBITDA is not visible in the current-period summary?
  • How should investors interpret the trade receivables line, and is the change a balance-sheet reclassification rather than a real working-capital movement?
  • What level of revenue and earnings growth does management consider consistent with its FY26 expectation, and what underpins it?

This briefing cannot assess management's qualitative outlook detail, divisional pipeline, or any forward dividend policy framing beyond what is present in the supplied extraction.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 16 February 2026

VT Freight Express acquisition adds perspective to Freightways Group's operating read

The NZ$77m acquisition price from the VT Freight Express acquisition sits behind the period; operating metrics remain the main read.

Read briefing→

FY25 · Released 18 August 2025

NPAT up 12.9% but dividend lifts to 107.8% of earnings

Cash generation funds the step-up at 59.7% of pre-lease FCF, but a payout above NPAT shifts how the capital return reads.

Read briefing→

HY25 · Released 17 February 2025

Interim dividend cut 24% as payout reset from 108.7% to 76% of NPAT

Operating cash flow rose 30.8% and net debt fell, signalling a deliberate payout reset rather than a weak underlying result.

Read briefing→

Related insights

Compare this company

The latest FRW metrics also appear in these cross-company views.

Insight

Cash conversion quality

This result converted 66.2% of EBITDA to operating cash flow, +7.7pp versus the prior comparable period.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus NPAT is 71.7%.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 1.47x, -0.35x versus the prior comparable period.

Open insight→

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 1.5pp.

Open insight→

Get notified when FRW publishes

Get the next Freightways Group result briefing and five-year history updates by email.