)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Netwealth Group
Netwealth Group (NWL) investor relations material
Netwealth Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary15 Apr, 2026
Executive summary
Achieved total FUA of $125.8B as of 31 March 2026, up 20.9% year-over-year, with net flows of $4.0B for the quarter, offsetting $3.7B in market declines.
Managed Account net flows reached $1.2B, up 34.8% on PCP, with record trailing twelve-month net flows of $5.6B.
Number of accounts grew 2.6% sequentially and 13.4% year-over-year to 176,675.
FUM rose to $31.8B, up 28.5% on PCP, driven by Managed Account FUM growth.
Financial highlights
Custodial FUA inflows totaled $7.6B, up 19.4% on PCP; total FUA net flows (ex-pension) were $4.3B.
Non-custodial FUA ended at $1.2B, up 56.6% on PCP.
FUA per account increased 6.5% year-over-year to $712k.
Average cash balances held steady at 5.7% of custodial FUA.
Outlook and guidance
FY26 FUA net flows expected to be similar to FY25.
EBITDA margin guidance of approximately 49%, excluding First Guardian impact.
FY26 dividends to be based on underlying earnings, excluding one-off compensation.
Individual HIN solution's $600B market strategy
Drivers of Managed Account FUA ratio expansion
First Guardian's impact on FY26 EBITDA margin
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Netwealth Group
- FUA and income surged over 23%, with strong margins and a one-off $100.7M compensation expense.NWL
H1 202621 Apr 2026 - Double-digit profit and FUA growth, market share gains, and enhanced data capabilities.NWLH2 20241 Feb 2026
- Record FUA inflows and strong Managed Account growth drove a 23.6% year-over-year FUA increase.NWLQ2 2026 TU22 Jan 2026
- Strong financial growth, tech investment, and board changes marked the FY24 AGM.NWLAGM 202413 Jan 2026
- Record FUA, 47% NPAT growth, and higher dividend highlight strong 1H25 performance.NWLH1 202518 Dec 2025
- Record FUA and profit growth, expanding margins, and strong FY26 outlook with ongoing investment.NWLH2 202523 Nov 2025
- Record FUA and earnings growth, higher dividends, and all AGM resolutions passed decisively.NWLAGM 202515 Nov 2025
- Record FUA and Managed Account growth, with strong outlook and new strategic initiatives.NWLQ1 2026 TU8 Oct 2025
- FUA hit $88B with record inflows and strong growth in managed accounts and FUM.NWLTrading Update15 Aug 2025
Next Netwealth Group earnings date
Q4 2026 TU16 Jul, 2026
Netwealth Group
Next Netwealth Group earnings date
Q4 2026 TU16 Jul, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage