Transcontinental Inc.

TSX:TCL.A Rapport sur les actions

Capitalisation boursière : CA$454.3m

Transcontinental Résultats passés

Passé contrôle des critères 4/6

Les bénéfices de Transcontinental ont diminué à un taux annuel moyen de -0.9%, tandis que le secteur Packaging a vu ses bénéfices augmenter de en baisse à 0.6% par an. Les revenus ont augmenté de en baisse à un taux moyen de 0.1% par an. Le rendement des capitaux propres de Transcontinental est 8.7% et ses marges nettes sont de 6%.

Informations clés

-0.89%

Taux de croissance des bénéfices

-0.045%

Taux de croissance du BPA

Packaging Croissance de l'industrie6.09%
Taux de croissance des recettes-0.14%
Rendement des fonds propres8.75%
Marge nette6.03%
Prochaine mise à jour des résultats03 Jun 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit May 11

TCL.A: Special Dividend And New CEO Will Shape Future Returns

Analysts have cut their average 12 month price target for Transcontinental by about CA$20, citing revised expectations for the business that are reflected in updated discount rate, revenue and margin assumptions. Analyst Commentary Recent research reports broadly align around lower 12 month price targets for Transcontinental, with cuts clustered around CA$20 to CA$20.75.
Mise à jour du récit Apr 21

TCL.A: Special Dividend And New CEO Will Support Future Returns

Analysts have trimmed their average 12 month price target on Transcontinental by CA$0.14 to CA$7.71, citing updated fair value estimates, a slightly higher discount rate, and a modestly lower future P/E assumption. Analyst Commentary Recent Street research has focused on resetting price targets for Transcontinental, with several firms cutting their 12 month views while keeping the discussion anchored on valuation assumptions and execution risks.
Mise à jour du récit Apr 06

TCL.A: Special Dividend Will Support Higher Future Returns Despite Lower P E Expectations

Analysts have cut their 12 month price target for Transcontinental from about CA$27.50 to roughly CA$7.85. They point to higher required returns, a lower assumed future P/E multiple and only modest improvements in profitability as key drivers of the reset.
Mise à jour du récit Mar 23

TCL.A: Special Dividend And Leadership Transition Will Support Future Capital Returns

Analysts now set their price target for Transcontinental at about CA$27.50, a small adjustment from roughly CA$27.67. This reflects updated views on revenue pressure, margin expectations and future P/E assumptions.
Mise à jour du récit Mar 08

TCL.A: Printing Contract Renewal And Sector Sale Will Support Future Capital Returns

Analysts have trimmed their CA$ price target on Transcontinental, pointing to slightly softer revenue growth and profit margin assumptions, along with a marginally higher forward P/E outlook to justify the updated valuation. What's in the News Transcontinental has called a special shareholders meeting on February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of entities that operate the Packaging Sector to ProAmpac Holdings Inc., under a stock purchase agreement dated December 7, 2025 (management proxy circular Schedule A).
Mise à jour du récit Feb 22

TCL.A: Long-Term Printing Contracts Will Support Future Capital Returns

Analysts have nudged their average price target for Transcontinental slightly higher to CA$27.67. This reflects updated assumptions around discount rates, revenue trends, profit margins and forward P/E that remain broadly in line with prior estimates.
Mise à jour du récit Feb 06

TCL.A: Long-Term Printing Contracts Will Support Future Capital Return Changes

Analysts have nudged their price target for Transcontinental slightly higher to about CA$27.67 from roughly CA$27.14, citing updated fair value estimates and modest adjustments to the discount rate and future P/E assumptions. What's in the News Transcontinental has called a special meeting of shareholders for February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of the entities that operate the Packaging Sector under a stock purchase agreement with ProAmpac Holdings Inc.
Mise à jour du récit Jan 22

TCL.A: Long-Term Printing Contracts Will Support Future Acquisition Opportunities

Analysts have slightly lowered their price target on Transcontinental to account for minor revisions to the discount rate, revenue growth expectations and profit margin assumptions, while keeping fair value steady at about $27.14 and the implied future P/E close to 41x. What's in the News Transcontinental extended its agreement with METRO for three years to provide multiple marketing services, including continued participation in the raddar print and digital flyer in Quebec and other potential Canadian markets, along with printing, in store marketing and content solutions (company client announcement).
Mise à jour du récit Jan 08

TCL.A: Long-Term Printing Deals Will Support Future M&A Upside

Analysts have slightly adjusted their price expectations for Transcontinental. The updated target is now aligned to a fair value of about $27.14 per share, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions, without a change to the core valuation view.
Mise à jour du récit Dec 24

TCL.A: Future Printing Agreements Will Drive M&A And Shareholder Upside

Analysts have modestly raised their price target on Transcontinental to approximately $27.14 from about $26.86 per share, citing a higher long term valuation multiple despite weaker near term revenue growth expectations and a slightly softer profit margin outlook. What's in the News TC Transcontinental and The Globe and Mail renewed their long standing partnership with a new 10 year printing agreement, extending a 40 year relationship that is the longest in Canadian newspaper printing history (company announcement).
Article d’analyse Dec 16

Transcontinental (TSE:TCL.A) Will Pay A Dividend Of CA$0.225

Transcontinental Inc. ( TSE:TCL.A ) will pay a dividend of CA$0.225 on the 20th of January. The dividend yield will be...
Mise à jour du récit Dec 10

TCL.A: Future M&A Expansion Will Drive Shareholder Value Upside

Analysts have raised their price target for Transcontinental from approximately $24.46 to $26.86 per share. This reflects slightly higher discount rate and future P/E assumptions, despite tempered expectations for revenue growth and profit margins.
Article d’analyse Nov 28

The Returns At Transcontinental (TSE:TCL.A) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Article d’analyse Jul 31

Do Transcontinental's (TSE:TCL.A) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse May 01

Transcontinental (TSE:TCL.A) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Apr 04

Here's Why We Think Transcontinental (TSE:TCL.A) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Article d’analyse Mar 14

Transcontinental Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Shareholders of Transcontinental Inc. ( TSE:TCL.A ) will be pleased this week, given that the stock price is up 11% to...
Article d’analyse Feb 12

Many Still Looking Away From Transcontinental Inc. (TSE:TCL.A)

With a price-to-earnings (or "P/E") ratio of 12.1x Transcontinental Inc. ( TSE:TCL.A ) may be sending bullish signals...
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Nouveau récit Jan 27

Cost Optimization And Sustainable Packaging Will Drive Future Success

Focus on cost structure improvement and strategic divestments enhances profitability and streamlines operations toward higher-margin growth opportunities.
Article d’analyse Jan 11

Is Now An Opportune Moment To Examine Transcontinental Inc. (TSE:TCL.A)?

While Transcontinental Inc. ( TSE:TCL.A ) might not have the largest market cap around , it received a lot of attention...
Article d’analyse Dec 15

Transcontinental (TSE:TCL.A) Is Due To Pay A Dividend Of CA$0.225

The board of Transcontinental Inc. ( TSE:TCL.A ) has announced that it will pay a dividend on the 20th of January, with...
Article d’analyse Oct 01

Here's Why Transcontinental (TSE:TCL.A) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jun 13

There May Be Reason For Hope In Transcontinental's (TSE:TCL.A) Disappointing Earnings

Transcontinental Inc.'s ( TSE:TCL.A ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Article d’analyse Jun 07

Some Shareholders Feeling Restless Over Transcontinental Inc.'s (TSE:TCL.A) P/E Ratio

With a median price-to-earnings (or "P/E") ratio of close to 14x in Canada, you could be forgiven for feeling...
Article d’analyse Nov 18

At CA$11.10, Is Transcontinental Inc. (TSE:TCL.A) Worth Looking At Closely?

Transcontinental Inc. ( TSE:TCL.A ), might not be a large cap stock, but it received a lot of attention from a...

Ventilation des recettes et des dépenses

Comment Transcontinental gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

TSX:TCL.A Recettes, dépenses et bénéfices (CAD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
25 Jan 262,750166150
26 Oct 252,744171150
27 Jul 252,376125150
27 Apr 252,391130150
26 Jan 252,390112150
27 Oct 242,813121150
28 Jul 242,843115140
28 Apr 242,85092140
28 Jan 242,91499140
29 Oct 232,94186140
30 Jul 232,963105130
30 Apr 233,004118120
29 Jan 232,973124120
30 Oct 222,956141110
31 Jul 222,93012070
01 May 222,80411480
30 Jan 222,71112180
31 Oct 212,64313180
25 Jul 212,523143110
25 Apr 212,489163110
24 Jan 212,491153110
25 Oct 202,574132110
26 Jul 202,709193340
26 Apr 202,851148340
26 Jan 202,993144340
27 Oct 193,039166340
28 Jul 193,077121290
28 Apr 193,106137290
27 Jan 192,873183280
28 Oct 182,624213280
29 Jul 182,322220250
29 Apr 182,041250250
28 Jan 182,005227250
29 Oct 172,007212250
30 Jul 172,036196250
30 Apr 172,026193250
29 Jan 172,024152240
31 Oct 162,020146240
31 Jul 162,004192220
30 Apr 162,018189220
31 Jan 162,011234220
31 Oct 152,002237220
31 Jul 152,010140250

Des revenus de qualité: TCL.A a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TCL.A sont plus élevées que l'année dernière TCL.A. (6%) sont plus élevées que l'année dernière (4.7%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de TCL.A ont diminué de 0.9% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de TCL.A au cours de l'année écoulée ( 47.9% ) dépasse sa moyenne sur 5 ans ( -0.9% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TCL.A au cours de l'année écoulée ( 47.9% ) a dépassé celle du secteur Packaging -3.4%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de TCL.A ( 8.7% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 15:53
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/01/25
Revenus annuels2025/10/26

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Transcontinental Inc. est couverte par 12 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David McFadgenATB Cormark
David McFadgenATB Cormark Historical (Cormark Securities)
Stephen MacLeodBMO Capital Markets Equity Research