What was Goodman Group’s (ASX:GMG) earnings guidance for the 2026 fiscal year?

Goodman Group confirmed it remains on track to deliver approximately 9 per cent operating earnings per share (EPS) growth for the 2026 fiscal year.

How is artificial intelligence reshaping Goodman Group’s (ASX:GMG) development pipeline?

AI-driven hyperscale investment has rapidly shifted Goodman Group's focus toward low-latency metropolitan markets suited for inferencing workloads. Data centre projects have expanded significantly under this strategy, now commanding 73% of the group’s total $14.5 billion work-in-progress portfolio.

What is the scale of Goodman Group’s (ASX:GMG) power pipeline for data centres?

Goodman Group has boosted its global power bank capacity to 6.4 gigawatts to meet accelerating demand from hyperscale tech clients. Securing these sites early allows the company to bypass grid capacity and delivery complexity, which are currently the primary bottlenecks for new data centre supply.

What is management's long-term strategy for the Goodman Group (ASX:GMG) portfolio?

CEO Greg Goodman stated the company is progressively repositioning its portfolio away from traditional industrial spaces toward large, infrastructure-scale industrial assets and data centres.

What are the main supply-side risks facing Goodman Group’s (ASX:GMG) data centre expansion?

The primary headwinds facing Goodman Group's pipeline are severe external constraints on power and water availability, escalating site complexity, and high capital intensity.

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AI demand drives Goodman Group's 9% profit growth

Written by Jon CuthbertPublished May. 26 2026Last Updated May. 26 2026

Goodman Group (ASX:GMG) remains firmly on track to deliver approximately 9% operating earnings per share growth for the 2026 fiscal year, powered by a pivot towards data centres as artificial intelligence reshapes the global development pipeline.

Data centre projects now command 73% of the group’s $14.5 billion work-in-progress portfolio.

To meet accelerating AI-driven hyperscale demand, the industrial property giant has boosted its global power bank to 6.4 gigawatts, targeting key low-latency metropolitan markets for inferencing workloads.

Goodman Group CEO Greg Goodman noted that the company has progressively repositioned its portfolio towards infrastructure-scale assets and urban infill logistics.

Goodman emphasised that the company's strategic partnership and debt capital market programmes have successfully boosted liquidity to navigate the sector's high capital requirements.

At the time of reporting, Goodman Group's share price was $29.65.