Adairs Limited

Report azionario ASX:ADH

Capitalizzazione di mercato: AU$224.2m

Adairs Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di Adairs sono diminuiti a un tasso medio annuo di -19.6%, mentre il settore Specialty Retail ha visto gli utili diminuire a un tasso medio annuo di 4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 5.3%. Il ritorno sul capitale proprio di Adairs è 8.3% e ha margini netti di 3%.

Informazioni chiave

-19.64%

Tasso di crescita degli utili

-20.48%

Tasso di crescita dell'EPS

Specialty Retail Crescita del settore19.75%
Tasso di crescita dei ricavi5.26%
Rendimento del capitale proprio8.25%
Margine netto3.01%
Ultimo aggiornamento sugli utili28 Dec 2025

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione 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.
Nuova narrazione 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?
Nuova narrazione 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?
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi May 24

Is Adairs Limited (ASX:ADH) Potentially Undervalued?

While Adairs Limited ( ASX:ADH ) might not be the most widely known stock at the moment, it received a lot of attention...
Articolo di analisi Feb 22

Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

Adairs Limited's ( ASX:ADH ) investors are due to receive a payment of A$0.08 per share on 6th of April. Based on this...
Articolo di analisi Feb 08

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

Adairs Limited ( ASX:ADH ), is not the largest company out there, but it saw a decent share price growth in the teens...

Ripartizione dei ricavi e delle spese

Come Adairs guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

ASX:ADH Ricavi, spese e utili (AUD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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
28 Jun 152113850

Guadagni di qualità: ADH ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ADH (3%) sono inferiori rispetto allo scorso anno (5.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di ADH sono diminuiti del 19.6% all'anno negli ultimi 5 anni.

Accelerare la crescita: ADH ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: ADH ha avuto una crescita negativa degli utili ( -41.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialty Retail ( 2.8% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 8.3% ) di ADH è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 17:54
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/28
Utili annuali2025/06/29

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Adairs Limited è coperta da 11 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Aryan NoroziBarrenjoey Markets Pty Limited
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity