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Fleetwood (FWD) investor relations material
Fleetwood AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary27 Oct, 2025
Opening remarks and agenda
Meeting opened with acknowledgment of traditional land custodians and respect paid to Elders past and present.
Confirmation of quorum and introduction of board members and committee chairs, including Audit, Risk, Remuneration, Sustainability, and Nominations.
AGM held in a hybrid format, welcoming both in-person and online attendees.
Board and executive committee updates
Board chaired by John Klepec, with Jeff Dowling standing for re-election as director and Chair of the Audit Committee, supported by dedicated committee chairs.
Bruce Nicholson serves as Managing Director & CEO, with Samantha Thomas as General Counsel & Company Secretary.
Board remains focused on avoiding past mistakes related to volatile earnings and value-destructive acquisitions.
Financial performance review
Underlying EBIT reached AUD 37.7 million, up AUD 29.5 million from prior year; net profit after tax was AUD 14.6 million, up AUD 10.8 million.
Free cash flow was AUD 27 million, up AUD 29.7 million year-on-year.
Community Solutions delivered an EBIT of AUD 39.2 million with a 51% margin, and Searipple Village occupancy rose to 84% from 34% the previous year.
Building Solutions revenue grew 15.1% to AUD 356.2 million, with EBIT up 400% to AUD 11 million and record results in Queensland, Victoria, and Western Australia.
RV Solutions faced a revenue decline to AUD 70.6 million and an underlying EBIT loss of AUD 2.8 million, impacted by market contraction and restructuring.
RV Solutions: expected EBIT impact from changes?
Building Solutions: path to 20% ROCE target?
Community Solutions: capital allocation for growth?
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Q4 and FY 2025 saw 19% revenue growth, record EPS, and strong AI-driven demand. - ATEN
Record 2025 results and 10–12% growth outlook, led by security and AI demand. - WOLF
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Q4 revenue rose 1% to $555M, with strong cash flow and a $1.4B goodwill impairment. - FMC
Revenue and profit fell sharply in 2025, with further declines expected in 2026.
Next Fleetwood earnings date
H1 202625 Feb, 2026
Fleetwood
Next Fleetwood earnings date
H1 202625 Feb, 2026
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Frequently asked questions
Fleetwood Limited is an Australian company operating across the modular accommodation, recreational vehicles, and community solutions sectors. The company’s businesses include the design, manufacture, and installation of modular buildings, which are used in sectors such as education, government, and mining. Fleetwood also operates in the recreational vehicles industry, providing parts, accessories, and services for caravans and motorhomes. Additionally, the company offers community solutions, managing village accommodations for workforce housing and remote communities. Fleetwood Limited is headquartered in East Perth, Australia, and its shares are listed on the ASX.
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