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© 2026 Annolyse.

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GNZ · NZX

Goodman Property Trust (GNZ)

Property / Property trust•Covered: HY24 - HY26•5 published briefings

Goodman Property Trust is an NZX-listed property / property trust company with HY24 - HY26 of published result briefings.

Latest briefing

HY26 · Released 20 November 2025

Gross borrowings fell 53% as PBT rose 17.1% on issuer transition

Cash rose to $531.8m and total assets fell $663.1m, signalling a material balance sheet reshape that complicates the like-for-like read.

Market data

As at close
Close price
NZD 2.09
Market cap
$3.2b
Dividend yield
3.3%

as at close, 18 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 20 November 2025

← Swipe to view more
GNZ latest metrics
MetricValueChange
Revenue$148.8m↑ +10.4%
Operating profit$83.2m↑ +10.5%
NPAT$61.8m↑ +35.8%
Operating cash flow$75.9m↑ +8.6%
OCF / Operating profit %91.2%↓ -1.6pp
Net debt$167m↓ -88.6%
Net debt / Operating profit2.01x↓ -89.7%
ROE %2.0%↑ +0.5pp
DPS1.7c↑ +5.0%
Payout ratio vs NPAT %42.4%↓ -12.5pp

Source: latest published briefing (HY26, released 20 November 2025). Change compares against the prior equivalent period: HY25, released 13 November 2024.

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, 18 June 2026

Price and market cap

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

Market cap

$3.2b

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

25.41x

i

Recent market cap compared with trailing earnings.

EPS

0.08

i

Recent filing-derived earnings per share.

PEG

0.71x

i

P/E compared with recent earnings growth.

EV/EBITDA

20.75x

i

Enterprise value compared with recent EBITDA.

P/FCF

27.74x

i

Market cap compared with recent free cash flow.

P/B

1.02x

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

3.3%

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 GNZ

Ask follow-up questions about Goodman Property Trust's latest result and company history.

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

Ask about GNZ

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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GNZ metric history
MetricHY266 MONTHS20 November 2025FY2512 MONTHS29 May 2025HY256 MONTHS13 November 2024FY2412 MONTHS28 May 2024HY246 MONTHS23 November 2023Trend
Revenue$148.8m$277.9m$134.8m$244.1m$100.1m
Chart
Revenue growth %10.4%13.8%34.7%14.2%-4.3%
Chart
Operating profit$83.2m$154.3m$75.3m——
Chart
Operating profit margin %55.9%55.5%55.9%——
Chart
PBT$62.2m$130.9m$53.1m-$626.5m-$156.4m
Chart
PBT growth %17.1%————
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NPAT$61.8m$109.6m$45.5m-$564.9m-$163.2m
Chart
NPAT growth %35.8%————
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Operating cash flow$75.9m$161.3m$69.9m$112.1m$50.1m
Chart
OCF / Operating profit %91.2%104.5%92.8%——
Chart
FCF pre-lease$47.9m$81.2m$13.8m-$78.9m-$49.1m
Chart
DPS1.7c1.6c1.6c1.6c3.1c
Chart
Payout ratio vs NPAT %42.4%45.6%54.9%——
Chart
Annual payout ratio vs EPS %—45.6%———
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ROE %2.0%3.5%1.5%-18.2%-5.0%
Chart
Net debt$167m$1.4b$1.5b$1.4b$1.4b
Chart
Net debt / Operating profit2.01x9.39x19.48x——
Chart
Total assets$4.1b$4.8b$4.7b$4.7b$4.8b
Chart

Reference: annolyse.ai/companies/gnz

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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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 20 November 2025

Gross borrowings fell 53% as PBT rose 17.1% on issuer transition

Cash rose to $531.8m and total assets fell $663.1m, signalling a material balance sheet reshape that complicates the like-for-like read.

Read latest briefing→

Historical setup

What FY25 said to watch

From GMT swings from $564.9m loss to $109.6m profit on valuation reversal

No FY26 quantitative targets are provided in this release. The interim disclosure reaffirmed full-year cash earnings guidance of 7.5 cents per unit, and the result was second-half weighted: HY25 delivered $45.5m of NPAT versus $64.1m implied for 2H25, and 48.5% of full-year revenue versus 51.5%. That shape is consistent with progressive completion of development-led rent contribution.

What this release does not support is a forward read on rent reversion trajectory, occupancy by sub-market, or weighted average lease term — the kind of property-specific shape signals that determine whether FY25's rental momentum carries into FY26.

Open questions

Open questions from FY25

  • What share of the swing to profit is property revaluation versus underlying rental-income growth, and how should investors think about sustainable earnings power?
  • How will FY26 capex normalise as the development pipeline reloads, and what is the expected drag on free cash flow conversion?
  • What are current portfolio occupancy, weighted average lease term, and like-for-like rent reversion rates by sub-market?
  • Where does gearing sit against the trust's policy band, and what is the debt headroom after the recent refinancing activity?
  • What FY26 cash earnings and distribution guidance can management commit to given the moderated customer demand noted in the release?

This briefing cannot assess the underlying cap-rate assumptions or development-yield expectations that determine whether the valuation reversal seen this year is the start of a multi-period uplift or a single-period stabilisation.

Archive

Briefing archive

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

HY26 · Released 20 November 2025

Gross borrowings fell 53% as PBT rose 17.1% on issuer transition

Cash rose to $531.8m and total assets fell $663.1m, signalling a material balance sheet reshape that complicates the like-for-like read.

Read briefing→

FY25 · Released 29 May 2025

GMT swings from $564.9m loss to $109.6m profit on valuation reversal

Underlying property income rose 13.8% and operating cash flow lifted 43.9%, but NTA per unit barely moved as the revaluation cycle turned.

Read briefing→

HY25 · Released 13 November 2024

GMT operating earnings up 10.6% as valuation drag reverses to $45.5m profit

Underlying rental growth of 7.3% and new completions drove revenue 34.7% higher, but NTA per unit fell 12.7% and borrowings rose $108.6m, tightening

Read briefing→

FY24 · Released 28 May 2024

Rental revenue up 14.2% but revaluations widened the loss to $564.9m

Cash earnings and a 22.9% lift in operating cash flow sit underneath a statutory result dominated by property devaluations and rising gearing.

Read briefing→

HY24 · Released 23 November 2023

Property revaluations drive $163m loss despite 5.9% operating earnings lift

Underlying rental performance strengthened, but a 15.5% borrowings increase and 11.6% equity decline reset the leverage picture.

Read briefing→

Related insights

Compare this company

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

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 18.7pp, with a distortion flag in the result.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus NPAT is 42.4%.

Open insight→

Insight

Revenue growth context

Revenue growth was 10.4% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was 2.0%, +0.5pp versus the prior comparable period.

Open insight→

Get notified when GNZ publishes

Get the next Goodman Property Trust result briefing and five-year history updates by email.