Monadelphous (MND) is held by 26 ASX ETFs. Over the last 3 months it rose 9.4%: on $10,000, +$936. We explain 2 big moves in that time.
About MND
- SectorIndustrials
- IndustryCapital Goods
- Size$3.1b
- Held by26 ETFs
- Big moves2 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +5.2%18 Sep 2026· Sector Flow
Monadelphous rose sharply on renewed investor interest in mining services stocks, driven by positive sector sentiment and media coverage highlighting strong resources work demand.
- −11.3%25 Aug 2026· Earnings Beat
Monadelphous shares fell sharply after its FY26 results — despite record revenue of $2.98 billion and a 52% jump in net profit — as investors sold into the news, likely disappointed by margin concerns or guidance not meeting elevated expectations.
Held by 26 ETFs
Of every $10,000 in each fund, how much is in MND today.
- AQLTBetaShares Australian Quality ETF$1761.76%
- ALFAVanEck Australian Long Short Complex ETF$1131.13%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$1061.06%
- ISOiShares S&P/ASX Small Ordinaries ETF$1041.04%
- MVRVanEck Australian Resources ETF$920.92%
- AUMFiShares Edge MSCI Australia Multifactor ETF$560.56%
- MTUMBetaShares Australian Momentum ETF$550.55%
- VSOVanguard MSCI Australian Small Companies Index ETF$480.48%
- SYISTATE STREET SPDR MSCI AUS SELECT HIGH DIVIDEND YIELD ETF$400.40%
- OZXXGlobal X Australia ex Financials & Resources ETF$390.39%
Why did MND fall 11.3% on 25 Aug 2026?
Monadelphous
Monadelphous shares fell sharply after its FY26 results — despite record revenue of $2.98 billion and a 52% jump in net profit — as investors sold into the news, likely disappointed by margin concerns or guidance not meeting elevated expectations.
The FY26 results headline (published at 00:33 UTC on 25 Aug, roughly 70 minutes before detection) is the clear catalyst — it is the only company-specific event within the detection window, and the timing aligns precisely with the sell-off. Despite the headline numbers being strong (record revenue, +52% net profit), the stock fell 11.28% on 1.6x normal volume, a classic 'sell the news' reaction, possibly compounded by a concurrent Kalkine article questioning a 'services squeeze' and concerns about margin pressure. The sector index (AXMJ) was actually up 0.84% on the day, ruling out sector-wide selling and reinforcing that this is stock-specific and results-driven.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
Sector / macro signals
What it did to the 26 ETFs holding MND
On $10,000 in each fund, at the weight it holds today
- AQLT1.76% of the fund−$20
- ALFA1.13% of the fund−$13
- SSO1.06% of the fund−$12
- ISO1.04% of the fund−$12
- MVR0.92% of the fund−$10
- AUMF0.56% of the fund−$6
- MTUM0.55% of the fund−$6
- VSO0.48% of the fund−$5
- SYI0.40% of the fund−$5
- OZXX0.39% of the fund−$4
The 10 that hold it most. All 26 are listed on the page under Held by.