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NZX earnings quality comparison

PBT versus NPAT divergence across covered NZX companies, highlighting tax, fair-value, and non-operating distortions.

Last updated 21 April 2026

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CompanyTickerPeriodPBT growthNPAT growthDivergenceEffective tax rateFlag
EROADERDHY26n/mn/m-127156.6pp5.6%Tax distortion
Precinct PropertiesPCTHY26181.8%-68.5%+250.3pp61.1%Tax distortion
Me TodayMEEHY2662.9%232.4%+169.5pp0.0%Tax distortion
The a2 Milk CompanyATMHY2627.7%-88.1%+115.8pp31.0%Tax distortion
Heartland Group HoldingsHGHHY26n/mn/m-77.1pp28.3%Growth divergence
NZMENZMFY25249.1%181.6%+67.5pp29.8%Growth divergence
Fletcher BuildingFBUHY26152.8%91.8%+61.0pp-26.2%Tax distortion
Spark New ZealandSPKHY2649.2%82.9%+33.7pp38.6%Tax distortion
InfratilIFTHY26354.9%385.4%+30.5pp-7.2%Tax distortion
Ryman HealthcareRYMHY26-123.0%-147.9%+24.9pp12.4%Tax distortion
Oceania HealthcareOCAHY26105.2%129.0%-23.8ppn/mTax distortion
Kiwi Property GroupKPGHY26-56.7%-77.3%+20.6pp58.6%Tax distortion
Goodman Property TrustGMTHY2617.1%35.8%+18.7pp0.6%Tax distortion
Scott TechnologySCTHY2618.5%4.1%+14.4pp23.4%Tax distortion
Briscoe GroupBGPFY26-12.8%-2.3%-10.5pp28.6%Tax distortion
Genesis EnergyGNEHY2644.3%35.3%+9.0pp29.7%Tax distortion
Summerset Group HoldingsSUMFY25-32.2%-23.6%-8.6pp-7.7%Tax distortion
EBOS GroupEBOHY264.4%13.0%+8.5pp22.2%Tax distortion
KMD BrandsKMDHY2643.5%35.4%+8.2pp11.8%Tax distortion
Restaurant Brands New ZealandRBDHY250.1%-5.3%+5.4pp27.4%Tax distortion
PGG WrightsonPGWHY2611.6%8.0%+3.6pp28.7%Tax distortion
TowerTWRFY2514.7%12.6%+2.1pp28.9%Tax distortion
Arvida GroupARVHY26-114.8%-112.8%-2.0pp-1.7%Tax distortion
Skellerup HoldingsSKLHY2617.9%19.6%-1.8pp25.9%Clean read
Mercury NZMCYHY26128.1%129.9%-1.7pp25.9%Clean read
Fisher & Paykel HealthcareFPHHY2637.5%39.0%-1.5pp25.0%Clean read
Hallenstein GlassonHLGHY2632.9%32.1%+0.8pp29.6%Clean read
Air New ZealandAIRHY26-138.1%-137.7%-0.3pp32.2%Tax distortion
Contact EnergyCENHY2643.8%43.7%+0.1pp29.1%Clean read
ComvitaCVTHY2618.3%170.8%0.0pp-7.4%Tax distortion

Editorial view

The biggest earnings-quality flags are not always the weakest companies. Property and infrastructure names often show large PBT-to-NPAT divergence because fair-value movements and tax effects dominate statutory profit, while operating companies with cleaner PBT and NPAT movement are easier to read. This page ranks the companies where headline NPAT needs the most context.