Ferrovial N.V.

BME:FER Rapport sur les actions

Capitalisation boursière : €40.8b

Ferrovial Résultats passés

Passé contrôle des critères 2/6

Ferrovial a connu une croissance annuelle moyenne de ses bénéfices de 50.6%, tandis que le secteur Construction a vu ses bénéfices augmenter de en hausse à 23.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 8.6% par an. Le rendement des capitaux propres de Ferrovial est 14.7% et ses marges nettes sont de 9%.

Informations clés

50.65%

Taux de croissance des bénéfices

50.93%

Taux de croissance du BPA

Construction Croissance de l'industrie9.30%
Taux de croissance des recettes8.63%
Rendement des fonds propres14.74%
Marge nette9.02%
Dernière mise à jour des bénéfices31 Dec 2025

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 03

FER: High Asset Quality And Toll Pricing Power Will Shape Balanced Outlook

Narrative Update Ferrovial's analyst fair value estimate has been adjusted from €59.83 to €60.95, as analysts weigh recent downgrades that highlight solid asset quality but limited perceived upside on the current asset base at recent share levels. Analyst Commentary Recent research updates on Ferrovial converge around strong asset quality and a fuller valuation at current share levels, with target prices in the $70 to $70.93 range and rating shifts toward more neutral stances.
Mise à jour du récit Apr 25

FER: Toll Pricing Power And U.S. Inflation Pass Through Will Shape Balanced Outlook

Ferrovial's analyst price target edges higher to €70.93, with analysts citing limited upside after the recent rally but still pointing to potential benefits from 407 ETR pricing and U.S. Managed Lanes inflation pass-through, while unawarded summer project wins are kept outside current valuations. Analyst Commentary Bullish Takeaways Bullish analysts see room for earnings support from potential price increases at the 407 ETR highway, which could help underpin cash flow and justify valuations closer to the current price targets.
Mise à jour du récit Apr 09

FER: Toll Pricing Power And Managed Lanes Will Frame Balanced Risk Outlook

Ferrovial's analyst price target has been adjusted to €59.88, a level supported by analysts who point to updated discount rate and growth assumptions, an ongoing debate between more cautious views on near term upside after the recent rally, and constructive opinions around toll road pricing and U.S. managed lanes exposure. Analyst Commentary Recent research covers a spectrum of views on Ferrovial, with some analysts focusing on upside potential from core assets and others highlighting more limited room for further re-rating after the recent share price move.
Mise à jour du récit Mar 25

FER: Toll Pricing Power And New Assets Will Shape Future Risk Balance

Narrative Update Ferrovial's updated analyst price target edges slightly lower as analysts factor in a modestly softer growth outlook and higher discount rate. At the same time, recent target moves to around €70 highlight support from toll road pricing power and potential upside from new assets that is not yet fully reflected in valuations.
Mise à jour du récit Mar 10

FER: Toll Pricing And Buybacks Will Shape Future Risk Reward Balance

The analyst price target for Ferrovial has inched higher to about €60.06 from €59.90, as analysts factor in slightly higher assumed revenue growth, a modestly lower discount rate, and support from recent bullish coverage that highlights potential benefits from toll price initiatives and U.S. managed lanes exposure, even as some see limited further re rating after the recent share rally. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets of around €70 as a signal that they see room for value creation if Ferrovial executes on its current concessions and pipeline.
Mise à jour du récit Feb 24

FER: 407 ETR Pricing And Buybacks Will Guide Future Risk Reward Balance

Ferrovial's analyst fair value estimate has shifted slightly higher to €59.90 from €58.39, reflecting updated assumptions on revenue growth, discount rate and future P/E, along with recent Street price targets of €70 that cite expectations around 407 ETR pricing and the U.S. Managed Lanes business. Analyst Commentary Bullish analysts have been lifting their price targets on Ferrovial to €70, pointing to specific assets and earnings drivers rather than broad market themes.
Article d’analyse Feb 09

Does Ferrovial (BME:FER) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit Feb 08

FER: Rising Morgan Stanley Outlook And Buybacks Will Shape Future Returns

Ferrovial's analyst fair value estimate has edged up from €56.98 to €58.39, as analysts factor in updated assumptions on revenue growth, margins and future P/E multiples, alongside a series of recent price target increases from €56 to €64 and then to €70. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in stages, from €56 to €64 and now to €70.
Mise à jour du récit Jan 24

FER: Higher Morgan Stanley Outlook And Index Inclusion Will Shape Future Returns

Analysts have nudged their price expectations for Ferrovial higher, with the fair value estimate edging up from about €56.52 to €56.98. This move is supported by recent street research in which Morgan Stanley raised its price target in stages from €56 to €64 and then to €70.
Mise à jour du récit Jan 09

FER: Raised Price Outlook And Index Addition Will Shape Future Balanced Returns

Analysts have lifted their fair value estimate for Ferrovial to €56.52 from €55.77, along with a higher Street price target to €64 from €56, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Analysts updating their models on Ferrovial are focusing on how the revised fair value and the higher Street price target line up with their expectations for returns, risk and execution quality.
Article d’analyse Dec 29

Ferrovial (BME:FER) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit Dec 24

FER: Index Addition And Stock Split Will Support Future Balanced Returns

Analysts have nudged their fair value estimate for Ferrovial higher to €55.77 from €53.86, citing expectations of slightly improved profit margins and a modestly higher future earnings multiple that more than offset softer projected revenue growth. What's in the News Ferrovial SE has been added to the NASDAQ-100 Index, increasing its visibility among global institutional investors (Key Developments).
Mise à jour du récit Dec 09

FER: Margin Gains And Stock Split Will Support Balanced Returns

Narrative Update on Ferrovial Analysts have modestly lifted their price target on Ferrovial, citing improving profit margins and a slightly lower future P E multiple. Their fair value estimate has moved from approximately EUR 53.18 to EUR 53.86 following recent target increases on the Street, including a move to EUR 52.50.
Mise à jour du récit Nov 25

FER: Improved Margins And Stable Outlook Will Support Earnings Into 2025

Ferrovial's analyst price target has been increased slightly, rising from €52.99 to €53.18. Analysts cite improvements in profit margin and a continued positive outlook from recent research updates.
Mise à jour du récit Nov 09

FER: Improved Profit Margins And Solar Projects Will Support Earnings Outlook

Ferrovial's analyst price target has been raised from approximately €50.21 to €52.99. Analysts cite improved profit margins and updated research reports supporting a modest valuation increase.
Mise à jour du récit Oct 26

Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes

Ferrovial's updated analyst price target has increased slightly to €50.21. This change reflects analysts' optimism following recent target hikes based on improved revenue growth expectations, despite minor adjustments to discount and profit margin estimates.
Article d’analyse Oct 16

Ferrovial's (BME:FER) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Mise à jour du récit Oct 12

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.
Mise à jour du récit Sep 28

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.
Article d’analyse Sep 22

We Ran A Stock Scan For Earnings Growth And Ferrovial (BME:FER) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Mise à jour du récit Sep 13

North American Tolls Will Crumble As Regulatory Pressures Intensify

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.
Article d’analyse Sep 08

Is It Time To Consider Buying Ferrovial SE (BME:FER)?

Today we're going to take a look at the well-established Ferrovial SE ( BME:FER ). The company's stock saw its share...
Article d’analyse Aug 27

Ferrovial (BME:FER) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Aug 15

Estimating The Intrinsic Value Of Ferrovial SE (BME:FER)

BME:FER 1 Year Share Price vs Fair Value Explore Ferrovial's Fair Values from the Community and select yours Key...
Article d’analyse Jul 07

There's Been No Shortage Of Growth Recently For Ferrovial's (BME:FER) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Jun 22

Ferrovial SE (BME:FER) Investors Are Less Pessimistic Than Expected

Ferrovial SE's ( BME:FER ) price-to-sales (or "P/S") ratio of 3.4x may look like a poor investment opportunity when you...
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Nouveau récit Nov 07

US Toll Roads And Airport Growth Propel Revenue Amid Construction And Market Challenges

Strong U.S. Toll Roads results and airport passenger growth suggest future revenue increases with infrastructure enhancements in progress.

Ventilation des recettes et des dépenses

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


Historique des gains et des recettes

BME:FER Recettes, dépenses et bénéfices (EUR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 259,6278682,1430
30 Sep 259,4892,1082,1240
30 Jun 259,3493,3472,1050
31 Mar 259,2483,2862,0610
31 Dec 249,1483,2252,0170
30 Sep 248,9961,8621,9720
30 Jun 248,8417361,9260
31 Mar 248,6785881,8880
31 Dec 238,5153201,8500
30 Sep 238,2363021,8080
30 Jun 237,9571641,7640
31 Mar 237,7541391,7330
31 Dec 227,5511131,7030
30 Sep 227,6461,2622,7370
30 Jun 227,3091,2681,6380
31 Mar 227,3129601,8870
31 Dec 216,9108291,5280
30 Sep 216,512-2611,3370
30 Jun 216,730-4841,4800
31 Mar 216,284-4241,3370
31 Dec 206,532-4521,4470
30 Sep 206,4051001,3120
30 Jun 206,3872511,3630
31 Mar 206,2045351,3400
31 Dec 196,0544581,2820
30 Sep 194,097-183,0560
30 Jun 195,6391151,2640
31 Mar 195,8191701,2430
31 Dec 185,7363921,2430
30 Sep 181,838249-6290
30 Jun 181,794265-6970
31 Mar 1812,0272215,1700
31 Dec 175,1523711,1840
30 Sep 1712,2554844,2310
30 Jun 1712,1204275,0330
31 Mar 1711,5602914,2310
31 Dec 1610,7583764,2310
30 Sep 1610,1665162,8050
30 Jun 169,6626422,9710
31 Mar 169,6377592,8050
31 Dec 159,7017202,8050
30 Sep 159,5466152,5750
30 Jun 159,3785012,6920

Des revenus de qualité: FER a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de FER sont inférieures à celles de l'année dernière FER. (9%) sont inférieures à celles de l'année dernière (35.3%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: FER est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 50.6% par an.

Accélération de la croissance: FER a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: FER a enregistré une croissance négative de ses bénéfices ( -73.1% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Construction ( 17.8% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de FER ( 14.7% ) 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'entreprise2026/06/09 07:42
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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

Ferrovial N.V. est couverte par 29 analystes. 19 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
null nullBanco de Sabadell. S.A.
José ArroyasBanco Santander
Nabil AhmedBarclays