Goodman Group Stapled Securities (GMGSF) Q2 2026 Earnings Call Transcript

SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Goodman Group Stapled Securities (GMGSF) Q2 2026 Earnings Call February 18, 2026 5:00 PM EST Company Participants Gregory Goodman - Group Chief Executive OfficerNick Vrondas - Group Chief Financial Officer Conference Call Participants Simon Chan - Morgan Stanley, Research DivisionCody Shield - UBS Investment Bank, Research DivisionJames Druce - CLSA Limited, Research DivisionAdam Calvetti - BofA Securities, Research DivisionBenjamin Brayshaw - Barrenjoey Markets Pty Limited, Research DivisionRichard Jones - JPMorgan Chase & Co, Research DivisionCallum Bramah - Macquarie ResearchTom Bodor - Jarden Limited, Research DivisionDavid GraceAndrew MacFarlane - Bell Potter Securities Limited, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Goodman Group FY '26 Half Year Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded [Operator Instructions] Joining us today is CFO, Mr. Nick Vrondas. I would now like to hand the conference over to your speaker today, CEO, Greg Goodman. Gregory GoodmanGroup Chief Executive Officer Thank you very much, and good morning, everybody. Goodman Group has delivered operating profit of $1.2 billion for the first half of FY '26 as we continue to provide essential infrastructure in supply-constrained markets around the world. We're building into strong demand for city locations across both logistics and data centers. Large scale logistics customers are targeting productivity and efficiency gains through increased automation and consolidation. And data center customers require low-latency, high connectivity, which they are committing to with unprecedented levels of CapEx spending forecast across the sector. Goodman is set to benefit from these structural shifts given the quality and location of our sites, our power capacity and our track record of developing complex infrastructure. Power, sites and capital are critical to being able to build into demand and provide delivery certainty for our customers. Our power