Tracsis plc

Informe acción AIM:TRCS

Capitalización de mercado: UK£105.7m

Tracsis Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Tracsis de 70.9% y 3.6% respectivamente, mientras que el BPA crecerá en un 72.9% al año.

Información clave

70.9%

Tasa de crecimiento de los beneficios

72.88%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software14.9%
Tasa de crecimiento de los ingresos3.6%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización29 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

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

Previsiones de crecimiento de beneficios e ingresos

AIM:TRCS - Estimaciones futuras de los analistas y datos financieros pasados (GBP Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (70.9% al año) de TRCS es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (70.9% al año) de TRCS crezcan más rápidamente que el mercado UK (11.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de TRCS crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (3.6% al año) de TRCS crezcan más despacio que el mercado de UK (4.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.6% al año) de TRCS crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de TRCS se prevé que sea elevada dentro de 3 años.

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 01:55
Precio de las acciones al final del día2026/05/06 00:00
Beneficios2026/01/31
Ingresos anuales2025/07/31

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 tenemos 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

Tracsis plc está cubierta por 5 analistas. 4 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
Robert ChantryBerenberg
Ciaran DonnellyBerenberg
Alexander James ShortBerenberg