Qube Holdings Limited — Cyborg Score 6/10

Strategic Profile

The Operating Division comprises Logistics & Infrastructure and Ports & Bulk units, with Logistics & Infrastructure providing import and export services relating mainly to containerized cargo, grain trading, and outsourced industrial logistics. The company completed a Merger/Acquisition with Nexus Logistics on December 1, 2025, demonstrating continued strategic expansion to strengthen its integrated logistics network.

Cyborg Score Rationale

With a market cap of $5.94B and trailing twelve-month revenue of $2.64B, Qube maintains solid financial scale. However, profitability concerns are evident given net income declined significantly in 2025. The company's strategic acquisitions and infrastructure investments support long-term positioning.

Top Insights

• Recent Nexus Logistics acquisition (December 2025) expands supply chain capabilities
• 2025 revenue grew 25.1% year-over-year to $2.7B, though net income declined 77%, signaling margin compression issues
• Coleman business operates specialized infrastructure supporting the Security Sensitive Ammonium Nitrate (SSAN) supply chain in Western Australia
• Significant regional presence across Australia, New Zealand, and Southeast Asia with strategically located facilities

Named Competitors

• Patrick Terminals — Container stevedoring and port logistics (50% joint venture partner)
• K&S Corporation — Regional logistics competitor based in Truganina, Australia
• Toll Holdings — Diversified Australian transport and logistics provider

Recent Developments

• (December 2025) Merger/Acquisition with Nexus Logistics completed
• (August 2025) Released quarterly earnings reporting AU$0.079 EPS
• (2025) Revenue growth of 25.1% to $2.7B with profitability challenges

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