Adairs Limited

Informe acción ASX:ADH

Capitalización de mercado: AU$266.1m

Adairs Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Adairs han disminuido a una tasa media anual de -19.6%, mientras que en la industria Specialty Retail los beneficios disminuyeron en un 4% anualmente. Los ingresos han ido creciendo a una tasa media de 5.3% al año. La rentabilidad financiera de Adairs es de 8.3%, y sus márgenes netos son de 3%.

Información clave

-19.64%

Tasa de crecimiento de los beneficios

-20.48%

Tasa de crecimiento del BPA

Crecimiento de la industria Specialty Retail 19.75%
Tasa de crecimiento de los ingresos5.26%
Rentabilidad financiera8.25%
Margen neto3.01%
Próxima actualización de resultados24 Aug 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jul 08

ADH: Higher Margin Outlook Will Support Re-Rated Earnings Multiple

Analysts have reduced their price target for Adairs to A$2.10 from A$2.70, reflecting updated assumptions around slightly lower revenue growth and a lower future P/E multiple, partly offset by modestly higher profit margin expectations and a reduced discount rate. What's in the News for Adairs No recent Adairs specific news items have been identified from the provided sources.
Actualización de narrativa Jun 24

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have modestly adjusted their price target for Adairs to A$1.69 from A$1.76, reflecting updated views on revenue growth, profit margins, the appropriate discount rate, and a slightly different assumed future P/E multiple. What’s in the News for Adairs No recent Adairs specific news items were identified in the provided sources.
Artículo de análisis Jun 19

Should You Investigate Adairs Limited (ASX:ADH) At AU$1.41?

While Adairs Limited ( ASX:ADH ) might not have the largest market cap around , it saw a decent share price growth of...
Actualización de narrativa Jun 05

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their Adairs price target to A$1.76 from A$2.27, reflecting updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, partly offset by a modest reduction in the discount rate. What's in the News No recent Adairs specific news items were identified in the provided sources.
Actualización de narrativa Apr 27

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
Nueva narrativa Apr 25

Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help

Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Apr 10

Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength

Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 09

ADH: Store Rollout Refurbishment And New CFO Will Support Recovery

Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).
Actualización de narrativa Mar 25

ADH: Store Network Changes And New CFO Will Support Earnings Recovery

Analysts have kept their A$ fair value estimate for Adairs essentially unchanged, with a minor adjustment to the discount rate and future P/E assumptions. These changes guide a refreshed price target that remains closely aligned with prior estimates.
Actualización de narrativa Mar 10

ADH: Store Network Reset And New CFO Will Support Earnings Recovery

Analysts have trimmed their price target for Adairs by A$0.05 to A$2.39, reflecting updated assumptions around slightly softer revenue growth, a higher profit margin, a modestly lower discount rate, and a reduced future P/E multiple. What's in the News Adairs plans 3 to 4 new Adairs stores and 6 to 7 closures in 2H FY26, plus 1 to 2 upsizes, and a new Concept Store at Bondi Junction in Fourth Quarter FY26, alongside further growth plans for Focus on Furniture and the first standalone Mocka store in May 2026 (company announcement).
Actualización de narrativa Feb 23

ADH: New Group CFO Appointment Will Support Future Earnings Rebound Narrative

Analysts have trimmed their Adairs price target from A$2.76 to A$2.44, reflecting updated assumptions for slightly softer revenue growth and profit margins, as well as a modestly lower future P/E multiple. What's in the News Adairs Limited has appointed Matt Edmonds as Group Chief Financial Officer, effective February 9, 2026, bringing more than 20 years of international finance and retail experience across Australia, the UK, Asia, and the US (Key Developments).
Artículo de análisis Jan 22

Market Cool On Adairs Limited's (ASX:ADH) Earnings

With a price-to-earnings (or "P/E") ratio of 11.8x Adairs Limited ( ASX:ADH ) may be sending bullish signals at the...
Artículo de análisis Nov 12

Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 30

Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04

Adairs Limited ( ASX:ADH ) has announced that on 7th of October, it will be paying a dividend ofA$0.04, which a...
Actualización de narrativa Aug 28

Omnichannel Investments And Technology Overhaul Will Unlock Future Potential

The upward revision in Adairs’ analyst price target reflects increased optimism, as both the future P/E and consensus revenue growth forecasts have improved, resulting in a higher fair value of A$2.67. Valuation Changes Summary of Valuation Changes for Adairs The Consensus Analyst Price Target has risen from A$2.45 to A$2.67.
Artículo de análisis Aug 27

Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Artículo de análisis May 09

The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Artículo de análisis Feb 26

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
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Nueva narrativa Feb 09

Sustainability Initiatives Will Strengthen Future Brand Reputation

Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.
Artículo de análisis Oct 16

Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

Adairs Limited ( ASX:ADH ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...
Artículo de análisis Sep 03

We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings

Adairs Limited's ( ASX:ADH ) earnings announcement last week didn't impress shareholders. However, our analysis...
Artículo de análisis Aug 30

Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Adairs Limited ( ASX:ADH ) shareholders, with the stock dropping 14% to AU$1.86 in the...
Artículo de análisis Jul 25

Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), is not the largest company out there, but it led the ASX gainers with a relatively large...
Artículo de análisis Apr 08

These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 12

Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

Adairs Limited ( ASX:ADH ) shares have continued their recent momentum with a 34% gain in the last month alone. Looking...
Artículo de análisis Feb 27

AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 21% over the past week following Adairs Limited 's ( ASX:ADH...
Artículo de análisis Jan 19

Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

With a price-to-earnings (or "P/E") ratio of 7.6x Adairs Limited ( ASX:ADH ) may be sending very bullish signals at the...
Artículo de análisis Oct 19

When Should You Buy Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Adairs. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ASX:ADH Ingresos, gastos y beneficios (AUD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
28 Dec 25637191560
28 Sep 25627221530
29 Jun 25618261490
29 Mar 25610291450
29 Dec 24602331410
29 Sep 24598321420
30 Jun 24594311420
31 Mar 24597321430
31 Dec 23600341430
30 Sep 23610361430
25 Jun 23621381430
25 Mar 23634431400
25 Dec 22647491360
25 Sep 22606471310
26 Jun 22564451270
26 Mar 22532411310
26 Dec 21499371360
26 Sep 21499511300
27 Jun 21500641250
27 Mar 21476651150
27 Dec 20452661050
27 Sep 20420511050
28 Jun 20389351060
28 Mar 20375321120
29 Dec 19360281180
29 Sep 19352291240
30 Jun 19344301300
31 Mar 19337311280
30 Dec 18330321260
30 Sep 18322311230
01 Jul 18315311200
01 Apr 18302281160
31 Dec 17289261120
30 Sep 17277241090
02 Jul 17265211060
02 Apr 17262221040
01 Jan 17260221020
01 Oct 16257251000
03 Jul 1625327970
27 Dec 1523212910
27 Sep 152218880

Ingresos de calidad: ADH tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(3%) de ADH son inferiores a los del año pasado (5.4%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de ADH han disminuido en un 19.6% al año en los últimos 5 años.

Acelerando crecimiento: ADH ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: ADH tuvo un crecimiento negativo de los beneficios (-41.6%) durante el año pasado, lo que dificulta la comparación con la media de la industria Specialty Retail (2.8%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de ADH (8.3%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/11 19:59
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2025/12/28
Ingresos anuales2025/06/29

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Adairs Limited está cubierta por 10 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity
Andrea ChongGoldman Sachs