Monadelphous (MND) Jumps 15%; Life360 (360), Superloop (SLC) Slide

Highlights

• Monadelphous (ASX: MND): 1H NPAT guidance AU$80–85 million; about 15.0% higher at AU$32.54 in delayed trade, 10 November 2026.

• Life360 (ASX: 360): Q3 revenue US$174.1 million; about 8.5% lower at AU$20.44.

• Superloop (ASX: SLC): FY27 underlying EBITDA guidance AU$148–156 million; about 5.1% lower at AU$2.61.

Introduction

Three ASX updates shaped 10 November 2026 trading: Monadelphous half-year guidance, Life360 third-quarter results and Superloop FY27 guidance. Monadelphous was at AU$32.54, up 15.0%. Life360 was at AU$20.44, down 8.5%. Superloop was at AU$2.61, down 5.1%.

Monadelphous Group Limited Half-Year Guidance

ASX business update dated 10 November 2026: conditions were strong through the first four months of FY27, with AU$830 million of new contracts secured since 1 July 2026. Engineering construction demand remained strong and was a larger share of revenue than the prior first half. Most of that lift came from integrated build jobs, plus six full months of contribution from the Kerman Contracting business.

Monadelphous is forecasting revenue of about AU$1.7 billion for the half to 31 December 2026 and NPAT of AU$80 million to AU$85 million. The company flagged slower work in the back half, as its existing projects wind down. The guidance is a forecast, not a reported result.

Life360 Inc. Third-Quarter Update

Life360’s ASX release listed Q3 revenue of US$174.1 million, up 40% YoY, and subscription revenue of US$124.2 million, up 29%. Adjusted EBITDA was US$34.6 million, up 41% from Q3 2025. MAU reached about 107.7 million, up 17%, after 5.3 million net adds. Paying Circles rose 26% to 3.4 million on 188,000 net adds.

For FY26, Life360 left MAU growth guidance at 17% to 20%, raised revenue guidance to US$665–681 million, and narrowed adjusted EBITDA to US$132–138 million. Advertising guidance was narrowed to US$98–102 million.

Superloop Limited Trading Update and FY27 Guidance

Superloop’s ASX update dated 10 November 2026 said group customers rose by 18,500 to 954,000 in the four months to 31 October 2026. Consumer added 23,000 to 524,400; Business rose by 2,300; wholesale fell by 6,800 on Q1 seasonality. Smart Communities contracted 10,000 new lots in Q1.

Superloop guided to FY27 underlying EBITDA of AU$148 million to AU$156 million, or 21% to 27% growth on FY26 underlying EBITDA of AU$122.7 million. Guidance includes about AU$11.0 million from Lynham and an AU$3.8 million AGL-related reduction. FY27 capex is AU$58 million to AU$62 million, up from AU$37.9 million in FY26.

What Investors Should Watch

• Monadelphous half-year accounts for the period ending 31 December 2026.

• Life360’s next quarterly update against narrowed FY26 ranges.

• Superloop progress on FY27 EBITDA and capex bands.

Conclusion

Monadelphous guided to first-half NPAT of AU$80–85 million and traded about 15.0% higher at AU$32.54 in delayed data on 10 November 2026. Life360 reported Q3 revenue of US$174.1 million yet was about 8.5% lower at AU$20.44; Superloop guided to FY27 underlying EBITDA of AU$148–156 million, about 5.1% lower at AU$2.61.

Note- All data presented is based on information available at the time of writing.

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