Third Age Health Services (TAH) Q3 2026 TU earnings summary

Executive summary

• Underlying NPATA for Q3 FY26 reached $979k, up 22.1% year-over-year and down 1.1% sequentially from Q2 FY26.

• Services expanded to 119 Aged Residential Care (ARC) facilities, a 35.2% increase year-over-year.

• Enrolled patient population grew 3.6% year-over-year to 27,191, including acquisitions; excluding acquisitions, patient numbers declined 1.1%.

Financial highlights

• Group revenue for Q3 FY26 was $5,977k, up 23.3% year-over-year and 6.3% over Q2 FY26.

• Revenue from ARC-related business rose 34.1% year-over-year to $4,060k and 10.7% over Q2 FY26.

• Underlying EBIT for Q3 FY26 was $1,405k, up 19.6% year-over-year and down 3.5% sequentially.

• Statutory NPAT increased 16.7% year-over-year to $818k and declined 6.0% from Q2 FY26.

• Diluted EPS was 7.30 cents, up 11.6% year-over-year and down 11.6% sequentially.

Outlook and guidance

• A fully imputed dividend of 4.00 cents per share declared for Q3 FY26, totaling 12.00 cents per share year-to-date.