Highlights:

• 4DMedical rallied after reporting strong commercial and operational progress in its 31 July 2026 quarterly update.
• Electro Optic Systems surged following a record order book and upgraded FY26 revenue guidance announced on 27 July 2026.
• Megaport gained ahead of its FY26 results webinar, scheduled following its 28 July 2026 market update.

The Australian share market witnessed strong buying interest on Thursday, with 4DMedical Limited, Megaport Limited and Electro Optic Systems Holdings Limited emerging among the session’s top performers. Stocks in Focus:

• 4DMedical Limited (ASX: 4DX) was up 12.15% to AU$3.60,
• Megaport Limited (ASX: MP1) had gained 11.28% to AU$18.06
• Electro Optic Systems Holdings Limited climbed (ASX: EOS) 10.00% to AU$6.71

4DMedical reports commercial momentum

On 31 July 2026, 4DMedical released its Quarterly Activity Report, highlighting continued commercial execution and expanding global adoption of its respiratory imaging technology. The company reported FY26 operating revenue of AU$7.2 million, up 23% year-on-year, while its software platform expanded to 540 sites globally and processed a record 105,970 scans during the June quarter. The update also outlined a new three-year commercial agreement with SimonMed Imaging, regulatory milestones, and a strong cash balance of AU$278 million, reinforcing its growth strategy.

EOS strengthens outlook with record order book

Electro Optic Systems released its Quarterly Activity Report on 27 July 2026, showcasing significant growth across its defence business. The company reported an 84% increase in its order book to a record AU$846 million, available cash of AU$256 million, and upgraded FY26 revenue guidance for its core business to AU$280 million–AU$300 million. Management also expects positive underlying EBITDA for the first half of 2026, supported by strong global demand for its defence and counter-drone technologies.

Megaport prepares for FY26 results

Megaport's latest announcement, released on 28 July 2026, informed investors that its FY26 Appendix 4E and Annual Report will be released on 20 August 2026, alongside an investor webinar hosted by the company's Chief Executive Officer and Chief Financial Officer. While the update did not include financial results, investors may be positioning ahead of the upcoming earnings release, contributing to renewed interest in the stock.Overall, the trio attracted investor attention for different reasons, ranging from operational milestones and improving financial outlooks to anticipation surrounding upcoming earnings announcements.Note- All data presented is based on information available at the time of writing.Disclaimer for Kapitales ResearchThe materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise. 

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