Tracsis plc

AIM:TRCS Lagerbericht

Marktkapitalisierung: UK£102.7m

Tracsis Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Für Tracsis wird ein Gewinn- und Umsatzwachstum von 70.9% bzw. 3.6% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 75.8% pro Jahr steigen soll.

Wichtige Informationen

70.9%

Wachstumsrate der Gewinne

75.79%

EPS-Wachstumsrate

Software Gewinnwachstum14.9%
Wachstumsrate der Einnahmen3.6%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Low

Zuletzt aktualisiert29 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

TRCS: North American Rail Contract Will Support Future Earnings And Rerating Potential

Analysts have lifted their Tracsis price target by £6.18, reflecting updated views on discount rates, profit margins and future P/E assumptions, even though fair value estimates on the core business remain unchanged. What's in the News Tracsis issued new earnings guidance for the first half, with expected revenue of approximately £39 million compared with £36.3 million in H1 fiscal year 2025, framing investor expectations around near term trading (Corporate Guidance).

TRCS: North American Rail Contract Will Underpin Future Recurring Earnings Upside

Analysts have adjusted their Tracsis price target, reflecting updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E of 110.31x. They are framing this as a fine tuning of their previous £6.18 view rather than a wholesale reset.

TRCS: North American Rail Contract Wins Will Support Future Recurring Upside

Analysts have adjusted their price target for Tracsis to reflect updated assumptions on discount rate, revenue growth, profit margins and a lower future P/E. The new target now sits at £6.18.

TRCS: North American Contracts Will Drive Future Recurring Revenue Upside

Analysts have adjusted their price target on Tracsis to £6.18. The change is largely tied to updated assumptions around discount rates, profit margin expectations and a higher future P/E multiple, while keeping fair value estimates stable.

TRCS: New North American Contract Will Support Long-Term Dividend-Supported Upside

Analysts have revised their fair value price target for Tracsis to £7.01. This reflects updated views on the discount rate, revenue growth, profit margin and a higher assumed future P/E, and these revised inputs are being used to reset expectations around the risk and reward profile of the shares.

TRCS: Refined Assumptions Will Support Long-Term Dividend-Supported Upside

Analysts have made only modest adjustments to their Tracsis model, keeping the headline price target around £7.01 while fine tuning assumptions on the discount rate, revenue growth, profit margins and future P/E to reflect updated views on the company’s risk profile and earnings power. Valuation Changes Fair Value: The headline fair value is unchanged at £7.01, indicating no shift in the central price target used in the model.

TRCS: M&A Pipeline And Buybacks Will Support Future Share Upside

Analysts have nudged their price target on Tracsis higher to £6.18, a small adjustment that reflects updated assumptions on the discount rate and future P/E while keeping fair value estimates broadly unchanged. What's in the News Management reiterated that mergers and acquisitions remain a key part of Tracsis's growth plans, with a focus on disciplined bolt on deals that are fully integrated into a single group structure.

Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital

Jan 28
Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital

TRCS: M&A Execution And Buyback Programme Will Drive Future Upside

Narrative Update on Tracsis Analysts have nudged their price target on Tracsis slightly higher to reflect modest tweaks to the discount rate and forward P/E assumptions. This has resulted in a small uplift in estimated equity value, without a material change to the underlying fair value calculation.

TRCS: M&A Pipeline And Progressive Dividend Policy Will Support Future Upside

Analysts have kept their fair value estimate for Tracsis broadly unchanged, with only minor tweaks to inputs such as the discount rate and future P/E. As a result, the latest price target in £ terms is effectively stable compared with the prior figure.

TRCS: Expanded M&A Pipeline Will Drive Long-Term Dividend-Supported Upside

Analysts have trimmed their price target on Tracsis from £9.74 to £7.01, citing a higher implied discount rate and more conservative valuation multiples, even as they modestly increase their long term assumptions for revenue growth and profit margins. What's in the News Tracsis leadership reaffirmed that mergers and acquisitions remain a core pillar of the company’s long term growth strategy, highlighting an active pipeline and a disciplined, bolt on focus after a 3.5 year pause in deal making (Final Results Investor Presentation) Management stated that all future acquisitions will be fully integrated into a single Tracsis operating model, aiming to use M&A to supplement and support organic growth across the business (Final Results Investor Presentation) The Board recommended a final dividend of 1.4 pence per share for the year ended 31 July 2025, bringing the total dividend to 2.6 pence per share, in line with its progressive dividend policy, subject to shareholder approval (Company announcement) Valuation Changes The fair value estimate narrowed from £9.74 to £7.01, falling significantly to reflect a more conservative valuation framework.

TRCS: Future M&A Resumption And Progressive Dividend Policy Are Expected To Support Upside

Analysts have nudged their price target for Tracsis modestly higher to reflect slightly increased discount rate assumptions and a marginally richer future earnings multiple, while maintaining their view that the stock remains fairly valued around £6.18. What's in the News Management reaffirmed that mergers and acquisitions remain a core pillar of Tracsis's growth strategy, with a disciplined, bolt on pipeline intended to supplement organic expansion and be fully integrated into the unified business structure (Key Developments).

TRCS: Active Mergers And Dividend Momentum Are Expected To Drive Future Upside

Analysts have lowered their fair value estimate for Tracsis from £6.95 to £6.18. They cited revised assumptions around growth and profitability as the reason for this adjustment.

Is There An Opportunity With Tracsis plc's (LON:TRCS) 32% Undervaluation?

Nov 22
Is There An Opportunity With Tracsis plc's (LON:TRCS) 32% Undervaluation?

Tracsis plc's (LON:TRCS) Prospects Need A Boost To Lift Shares

Oct 10
Tracsis plc's (LON:TRCS) Prospects Need A Boost To Lift Shares

An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 42% Undervalued

Aug 02
An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 42% Undervalued

Tracsis plc (LON:TRCS) Shares Fly 27% But Investors Aren't Buying For Growth

May 18
Tracsis plc (LON:TRCS) Shares Fly 27% But Investors Aren't Buying For Growth

Tracsis plc (LON:TRCS) Shares Could Be 40% Below Their Intrinsic Value Estimate

Apr 26
Tracsis plc (LON:TRCS) Shares Could Be 40% Below Their Intrinsic Value Estimate

Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital

Apr 04
Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital
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North American Expansion Will Open New Market Opportunities

Expansion into North America and focus on recurring revenue aims to boost revenue and market presence, mitigating single-market risk.

Tracsis plc (LON:TRCS) Not Doing Enough For Some Investors As Its Shares Slump 28%

Jan 30
Tracsis plc (LON:TRCS) Not Doing Enough For Some Investors As Its Shares Slump 28%

A Look At The Fair Value Of Tracsis plc (LON:TRCS)

Jun 14
A Look At The Fair Value Of Tracsis plc (LON:TRCS)

This Is Why Tracsis plc's (LON:TRCS) CEO Compensation Looks Appropriate

Jan 11
This Is Why Tracsis plc's (LON:TRCS) CEO Compensation Looks Appropriate

Earnings Miss: Tracsis plc Missed EPS By 60% And Analysts Are Revising Their Forecasts

Nov 12
Earnings Miss: Tracsis plc Missed EPS By 60% And Analysts Are Revising Their Forecasts

An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 21% Undervalued

Nov 03
An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 21% Undervalued

Here's What's Concerning About Tracsis' (LON:TRCS) Returns On Capital

Nov 16
Here's What's Concerning About Tracsis' (LON:TRCS) Returns On Capital

There Are Reasons To Feel Uneasy About Tracsis' (LON:TRCS) Returns On Capital

May 12
There Are Reasons To Feel Uneasy About Tracsis' (LON:TRCS) Returns On Capital

Gewinn- und Umsatzwachstumsprognosen

AIM:TRCS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (GBP Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
7/31/20288949132
7/31/20278749134
7/31/2026840694
1/31/2026851911N/A
10/31/2025831911N/A
7/31/2025821911N/A
4/30/2025811810N/A
1/31/202581189N/A
10/31/202481179N/A
7/31/202481079N/A
4/30/2024803710N/A
1/31/2024795811N/A
10/31/2023816810N/A
7/31/2023827810N/A
4/30/202380578N/A
1/31/202379267N/A
10/31/202274268N/A
7/31/202269278N/A
4/30/202263288N/A
1/31/202257289N/A
10/31/202154289N/A
7/31/202150299N/A
4/30/20214721010N/A
1/31/20214421111N/A
10/31/20204621111N/A
7/31/20204831011N/A
4/30/20205241112N/A
1/31/20205751213N/A
10/31/2019535N/A13N/A
7/31/2019495N/A12N/A
4/30/2019456N/A11N/A
1/31/2019417N/A9N/A
10/31/2018407N/A10N/A
7/31/2018407N/A11N/A
4/30/2018386N/A9N/A
1/31/2018374N/A8N/A
10/31/2017364N/A7N/A
7/31/2017344N/A6N/A
4/30/2017344N/A6N/A
1/31/2017344N/A6N/A
10/31/2016334N/A6N/A
7/31/2016314N/A6N/A
4/30/2016283N/A6N/A
1/31/2016253N/A6N/A
10/31/2015243N/A6N/A
7/31/2015234N/A5N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: TRCSDas prognostizierte Gewinnwachstum (70.9% pro Jahr) liegt über der Sparquote (3.4%).

Ertrag vs. Markt: TRCSDie Erträge des Unternehmens (70.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt UK (11.8% pro Jahr).

Hohe Wachstumserträge: TRCSEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: TRCSDie Einnahmen des Unternehmens (3.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt UK (4.1% pro Jahr).

Hohe Wachstumseinnahmen: TRCSDie Einnahmen des Unternehmens (3.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von TRCS in 3 Jahren voraussichtlich hoch sein wird

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/05 09:41
Aktienkurs zum Tagesende2026/05/05 00:00
Gewinne2026/01/31
Jährliche Einnahmen2025/07/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Tracsis plc wird von 5 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Robert ChantryBerenberg
Ciaran DonnellyBerenberg
Alexander James ShortBerenberg