Qube Holdings Limited

Report azionario ASX:QUB

Capitalizzazione di mercato: AU$9.1b

Qube Holdings Crescita futura

Criteri Future verificati 3/6

Qube Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 11.5% e 5.8% all'anno. Si prevede che l'EPS crescerà di 10.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.4% in 3 anni.

Informazioni chiave

11.5%

Tasso di crescita degli utili

10.16%

Tasso di crescita dell'EPS

Infrastructure crescita degli utili13.8%
Tasso di crescita dei ricavi5.8%
Rendimento futuro del capitale proprio10.38%
Copertura analitica

Good

Ultimo aggiornamento14 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa Jun 17

QUB: Takeover Proposal And Special Dividend Will Shape Balanced Future Returns

Analysts have nudged their fair value estimate for Qube Holdings slightly higher from A$5.02 to A$5.10. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, even though recent Street research has not added new public commentary.
Aggiornamento narrativa Jun 02

QUB: Lower Risk Assumptions And Upcoming Meeting Will Support Balanced Future Returns

Analysts have nudged their price target for Qube Holdings slightly higher to A$5.02 from A$4.99, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the main drivers of the adjustment. What's in the News Qube Holdings has scheduled a Special/Extraordinary Shareholders Meeting for Jun 16, 2026, giving you a set date to watch for company updates.
Aggiornamento narrativa Apr 23

QUB: Higher Fully Franked Dividend And EPSA Guidance Will Support Balanced Future Returns

Analysts have slightly adjusted their view on Qube Holdings, trimming the fair value estimate from A$5.02 to A$4.99 as they refine assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News Directors declared a fully franked interim dividend of A$0.0535 per share for the six months ended 31 December 2025, payable on 9 April 2026, with a record date of 4 March 2026 and an ex date of 3 March 2026 (company announcement).
Aggiornamento narrativa Apr 06

QUB: Higher Fully Franked Dividend And EPSA Outlook Will Support Balanced Future Returns

Qube Holdings' analyst price target has been restated at A$5.02, with analysts pointing to steady assumptions for fair value, revenue growth, profit margins and P/E expectations, along with a slightly adjusted discount rate, as the key drivers of their unchanged view. What's in the News Directors declared a fully franked interim dividend of A$0.0535 per share for the six months ended 31 December 2025, payable on 9 April 2026, with a record date of 4 March 2026 and an ex date of 3 March 2026 (company announcement).
Aggiornamento narrativa Mar 23

QUB: Higher Fully Franked Dividend And EPSA Guidance Will Support Balanced Future Returns

Analysts have made a small upward adjustment to their A$ price target for Qube Holdings, reflecting slightly higher assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples in their updated models. What's in the News Directors declared a fully franked interim dividend of A$0.0535 per share for the six months ended 31 December 2025, payable on 9 April 2026, with a record date of 4 March 2026 and ex date of 3 March 2026 (company announcement).
Aggiornamento narrativa Mar 09

QUB: Dividend Increase And Earnings Guidance Will Support Balanced Future Returns

Analysts have modestly adjusted their price target for Qube Holdings, with a slightly lower A$ fair value and P/E assumption now paired with marginally higher revenue growth and profit margin expectations. This reflects a fine tuning of forecasts rather than a major shift in view.
Aggiornamento narrativa Feb 22

QUB: Scheme Proposal And Fair Value View Will Likely Support Balanced Returns

Analysts have adjusted their price target on Qube Holdings slightly higher to A$5.00. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E, while their overall view remains broadly consistent.
Aggiornamento narrativa Feb 07

QUB: Takeover Proposal And Stable Outlook Will Likely Support Balanced Returns

Analysts have slightly increased their price target for Qube Holdings to about A$5.00 from roughly A$4.99, citing modest adjustments in fair value, discount rate, revenue growth, profit margin and future P/E assumptions as the main factors behind this change. What's in the News Macquarie Asset Management Pty Limited entered into a process deed to acquire Qube Holdings Limited (ASX:QUB) for about A$9.2b, offering cash consideration of A$5.20 per share (Key Developments).
Aggiornamento narrativa Jan 23

QUB: Takeover Proposal And Slight Forecast Shifts Will Likely Support Balanced Returns

Narrative Update on Qube Holdings Analysts have nudged their price target for Qube Holdings slightly higher, reflecting small adjustments to the discount rate, revenue growth expectations and future P/E assumptions. Together, these factors point to a modest uplift in assessed value per share expressed in A$ terms.
Aggiornamento narrativa Jan 07

QUB: Takeover Proposal And Steady Outlook Will Likely Support Balanced Future Returns

Analysts have kept their price target for Qube Holdings broadly steady around A$4.99, citing marginal adjustments in the discount rate and long term P/E assumptions as they refine their views on the company’s risk profile and earnings potential. What's in the News Macquarie Asset Management Pty Limited entered into a process deed to acquire Qube Holdings Limited for A$9.2b in cash on November 23, 2025, at A$5.20 per share, signalling a potential change of ownership if conditions are satisfied (Key Developments).
Aggiornamento narrativa Dec 24

QUB: Takeover Offer And Stable Outlook Will Likely Support Balanced Future Returns

Analysts have nudged their price target on Qube Holdings slightly higher to approximately $5.00 per share, citing marginal improvements in discount rate assumptions and stable long term growth and profitability expectations. What's in the News Macquarie Asset Management has entered into a process deed to acquire Qube Holdings in an all cash transaction valuing the company at AUD 9.2 billion, or AUD 5.20 per share (Key Developments) The proposed acquisition is contingent on satisfactory completion of due diligence on Qube and its operations by Macquarie Asset Management (Key Developments) Completion also requires a Scheme Implementation Agreement on customary terms, unanimous recommendation from the Qube Board, and final approvals from both Qube and Macquarie Asset Management (Key Developments) Regulatory clearances from the Foreign Investment Review Board and the Australian Competition and Consumer Commission are required before the deal can proceed (Key Developments) UBS is acting as financial advisor and Allens as legal advisor to Qube Holdings for the proposed transaction (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately A$4.99 per share, reflecting stable long term assumptions.
Aggiornamento narrativa Dec 10

QUB: Takeover Proposal Will Likely Shape A Steady, Balanced Forward Outlook

Narrative Update The analyst price target for Qube Holdings has inched higher from A$4.97 to A$4.99, as analysts marginally lift fair value estimates on slightly higher long term growth assumptions and a modestly richer future earnings multiple. What's in the News Macquarie Asset Management has entered into a process deed to acquire Qube Holdings for approximately AUD 9.2 billion, offering AUD 5.20 per share in cash.
Aggiornamento narrativa Nov 26

QUB: Acquisition Proposal And Lower Risk Will Likely Drive Balanced Outlook

Analysts have raised their price target for Qube Holdings from $4.49 to $4.97. They cite modest improvements in revenue growth outlook and a lower discount rate as key factors supporting this upward revision.
Articolo di analisi Nov 21

Qube Holdings (ASX:QUB) Use Of Debt Could Be Considered Risky

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 Nov 03

Getting In Cheap On Qube Holdings Limited (ASX:QUB) Might Be Difficult

With a price-to-earnings (or "P/E") ratio of 67.8x Qube Holdings Limited ( ASX:QUB ) may be sending very bearish...
Articolo di analisi Sep 19

Estimating The Intrinsic Value Of Qube Holdings Limited (ASX:QUB)

Key Insights The projected fair value for Qube Holdings is AU$4.99 based on 2 Stage Free Cash Flow to Equity Current...
Aggiornamento narrativa Aug 27

Moorebank TEU Volume Rise And Diversification Will Strengthen Future Performance

Despite modest declines in both net profit margin and consensus revenue growth forecasts, Qube Holdings’ consensus analyst price target has increased from A$4.32 to A$4.49. What's in the News Qube Holdings announced an ordinary fully franked dividend of AUD 0.057 per share for the six months ended June 30, 2025.
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Nuova narrativa Feb 09

Integration Of MIRRAT And Colemans Will Solidify Standing In Logistics And Agri Sectors

Continued growth in the container logistics sector and agri sector rebound are expected to positively impact Qube Holdings' revenue and earnings.

Previsioni di crescita degli utili e dei ricavi

ASX:QUB - Stime future degli analisti e dati finanziari passati (AUD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20295,583387N/A7883
6/30/20285,3003592786237
6/30/20275,0693232436147
6/30/20264,818327894757
12/31/20254,368218165517N/A
9/30/20254,26716626421N/A
6/30/20254,167113-113325N/A
12/31/20243,746223-130395N/A
9/30/20243,539225-110419N/A
6/30/20243,331227-91443N/A
12/31/20232,985184-77427N/A
9/30/20232,924180-63410N/A
6/30/20232,863176-48392N/A
12/31/20222,753168-215223N/A
9/30/20222,618151-235261N/A
6/30/20222,483135-256299N/A
3/31/20222,34558-254328N/A
12/31/20212,206-19-138357N/A
9/30/20212,079-31-71358N/A
6/30/20211,952-44-3359N/A
12/31/20201,79581-6341N/A
9/30/20201,80982-9318N/A
6/30/20201,82384-11295N/A
3/31/20201,808137-42273N/A
12/31/20191,783187-74251N/A
9/30/20191,725192N/A255N/A
6/30/20191,667197N/A259N/A
3/31/20191,653206N/A246N/A
12/31/20181,640216N/A232N/A
9/30/20181,620207N/A219N/A
6/30/20181,600199N/A206N/A
3/31/20181,561137N/A191N/A
12/31/20171,52175N/A176N/A
9/30/20171,47776N/A190N/A
6/30/20171,43377N/A205N/A
3/31/20171,37779N/A193N/A
12/31/20161,32181N/A181N/A
9/30/20161,30481N/A182N/A
6/30/20161,28782N/A182N/A
3/31/20161,33381N/A193N/A
12/31/20151,37980N/A205N/A
9/30/20151,40483N/A187N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di QUB ( 11.5% all'anno) è superiore al tasso di risparmio ( 3.6% ).

Guadagni vs Mercato: Si prevede che gli utili di QUB ( 11.5% all'anno) cresceranno più rapidamente del mercato Australian ( 11.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di QUB cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di QUB ( 5.8% all'anno) crescerà più rapidamente del mercato Australian ( 5.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di QUB ( 5.8% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di QUB sarà basso tra 3 anni ( 10.4 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/05 04:43
Prezzo dell'azione a fine giornata2026/07/08 00:00
Utili2025/12/31
Utili annuali2025/06/30

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 delle guide su come utilizzare i nostri report e dei 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

Qube Holdings Limited è coperta da 23 analisti. 7 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
Matthew RyanBarrenjoey Markets Pty Limited
Sam ByrnesBell Potter
Mark WilliamsCGS International