ARC Resources Ltd.

Report azionario TSX:ARX

Capitalizzazione di mercato: CA$17.8b

ARC Resources Performance degli utili passati

Criteri Il passato verificati 3/6

ARC Resources ha registrato una crescita degli utili a un tasso medio annuo di 11.2%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 9.7%. I ricavi sono stati in crescita a un tasso medio annuo di 4.8%. Il ritorno sul capitale proprio di ARC Resources è 16.9% e ha margini netti di 22.7%.

Informazioni chiave

11.15%

Tasso di crescita degli utili

12.89%

Tasso di crescita dell'EPS

Oil and Gas Crescita del settore42.11%
Tasso di crescita dei ricavi4.83%
Rendimento del capitale proprio16.89%
Margine netto22.74%
Prossimo aggiornamento sugli utili30 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Apr 25

ARX: Future Cash Returns Will Rely On Execution And Capital Returns

Narrative Update on ARC Resources The updated analyst model lifts the fair value estimate for ARC Resources by about CA$1 to roughly CA$31.21. This reflects analyst expectations for slightly higher revenue growth, a stronger profit margin profile, and a lower future P/E multiple.
Aggiornamento della narrazione Apr 10

ARX: Future Cash Returns Will Depend On Steady Execution And Buybacks

ARC Resources' analyst price target has shifted modestly higher to CA$30.29 from CA$29.71 as analysts factor in updated fair value assumptions alongside recent mixed target changes and ratings moves across the Street. Analyst Commentary Recent Street research around ARC Resources shows a mix of optimism and caution, which feeds into the modest upward move in the consensus price target.
Nuova narrazione Apr 09

Global LNG Exposure And Attachie Uncertainty Will Shape Future Cash Flow Concentration

Catalysts About ARC Resources ARC Resources is a Canadian energy producer focused on natural gas and condensate development in the Montney resource play. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Mar 26

ARX: Future Cash Returns Will Rely On Steady Execution And Balanced Capital Returns

ARC Resources' updated fair value estimate has shifted to CA$29.71 from CA$28.68, as analysts factor in recent price target cuts and downgrades while maintaining broadly similar assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on ARC Resources has leaned more cautious, with several firms adjusting price targets and ratings.
Nuova narrazione Mar 25

Long LNG Demand And Montney Reserves Will Support Stronger Future Cash Flows

Catalysts About ARC Resources ARC Resources is a Canadian energy producer focused on natural gas and condensate development in the Montney resource play. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Mar 09

ARX: Future Cash Returns Will Depend On Execution Amid Cautious Bank Downgrades

Analysts have trimmed their average price target on ARC Resources by a few Canadian dollars to reflect a slightly lower fair value estimate of about CA$28.68, citing a series of recent downgrades and target cuts from major Canadian banks. Analyst Commentary Recent research on ARC Resources has shifted toward a more cautious stance, with several firms trimming price targets and some moving to more neutral or bearish ratings.
Aggiornamento della narrazione Feb 23

ARX: Future Cash Returns Will Rely On Higher Margins Despite Softer Outlook

Analysts have trimmed their fair value estimate for ARC Resources to CA$28.63 from CA$29.33, reflecting recent cuts to Street price targets and updated views on slightly softer revenue growth, a higher profit margin profile, and a lower future P/E multiple. Analyst Commentary Recent Street research on ARC Resources has tilted more cautious, with several firms trimming price targets and some moving to more conservative ratings.
Aggiornamento della narrazione Feb 09

ARX: Future Cash Returns Will Rely On Higher Payouts Despite Cautious Ratings

Analysts have trimmed their price targets on ARC Resources by about C$1, reflecting updated assumptions for slightly lower revenue and profit margins, as well as a modestly higher discount rate and future P/E. Analyst Commentary Recent Street research on ARC Resources has tilted more cautious, with several bearish analysts lowering ratings and price targets while still recognizing some supportive elements in the valuation and earnings setup.
Aggiornamento della narrazione Jan 25

ARX: Higher Dividend And Buybacks Will Support Future Cash Return Potential

Analysts have trimmed their average price target on ARC Resources by about C$1 to C$2 to reflect slightly lower fair value estimates and modestly reduced future P/E assumptions, while still incorporating relatively stable views on growth, margins and discount rates. Analyst Commentary Recent Street research on ARC Resources points to a slightly more cautious tone on valuation, with price targets trimmed by C$1 to C$2 while ratings remain supportive.
Aggiornamento della narrazione Jan 09

ARX: Higher Dividend And Buybacks Will Support Stronger Future Shareholder Returns

Narrative Update Analysts have trimmed their price target on ARC Resources to C$30 from C$32 as they reset expectations around revenue growth, profit margins, and future P/E assumptions. They still see support for a fair value estimate near $31.05.
Articolo di analisi Dec 19

ARC Resources' (TSE:ARX) Dividend Will Be Increased To CA$0.21

ARC Resources Ltd. ( TSE:ARX ) will increase its dividend from last year's comparable payment on the 15th of January to...
Aggiornamento della narrazione Dec 14

ARX: Dividend Hike And Buybacks Will Drive Stronger Future Shareholder Returns

Analysts have trimmed their price targets on ARC Resources, with recent revisions including cuts from C$35 to C$33 and from C$32 to C$30. They cited modestly softer growth assumptions, which are partly offset by slightly stronger margin expectations.
Aggiornamento della narrazione Nov 28

ARX: Dividend Boost And Share Buybacks Will Drive Upside Momentum

Analysts have lowered their price target for ARC Resources from approximately C$31.58 to C$30.94. This change reflects recent downward adjustments due to expectations of lower profit margins and moderated revenue growth.
Aggiornamento della narrazione Nov 14

ARX: Dividend Increase And Index Inclusion Will Drive Further Upside

ARC Resources' analyst price target has been reduced slightly from C$32.33 to C$31.58, as analysts cite more modest revenue growth expectations, partially offset by an improved profit margin outlook. Analyst Commentary Recent Street research on ARC Resources reflects a mix of optimism and caution regarding the company's valuation and growth prospects.
Aggiornamento della narrazione Oct 31

ARX: Buyback Plan And Index Addition Will Drive Shareholder Returns

Analysts have slightly lowered their price target for ARC Resources to C$33 from C$35. They cite modest revisions to fair value and profitability expectations following a recent update to their financial models.
Articolo di analisi Oct 20

ARC Resources Ltd.'s (TSE:ARX) Shares Not Telling The Full Story

ARC Resources Ltd.'s ( TSE:ARX ) price-to-earnings (or "P/E") ratio of 9.6x might make it look like a buy right now...
Aggiornamento della narrazione Oct 17

Kakwa Integration And LNG Canada Will Fuel Future Upside

ARC Resources’ analyst price target has been lowered slightly from C$35 to C$33. Analysts cite a more cautious outlook driven by modest declines in forecast fair value, revenue growth, and profit margins.
Aggiornamento della narrazione Oct 03

Kakwa Integration And LNG Canada Will Fuel Future Upside

Analysts have lowered their price target for ARC Resources from C$35 to C$33. They cited modest shifts in revenue growth assumptions and an updated profit margin outlook as key factors for the revision.
Aggiornamento della narrazione Sep 16

Kakwa Integration And LNG Canada Will Fuel Future Upside

Consensus analyst targets for ARC Resources were marginally revised lower, primarily reflecting updated commodity price assumptions and sector outlooks despite ongoing confidence in the company’s strong operational performance and capital returns, resulting in a minimal price target reduction from CA$33.94 to CA$33.82. Analyst Commentary Bullish analysts cited consistent operational performance and reaffirmed positive outlooks, reflected in maintained Outperform/Buy ratings despite minor target reductions or increases.
Articolo di analisi Jun 22

Is ARC Resources (TSE:ARX) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi May 31

ARC Resources Ltd.'s (TSE:ARX) Shares Not Telling The Full Story

With a price-to-earnings (or "P/E") ratio of 12.5x ARC Resources Ltd. ( TSE:ARX ) may be sending bullish signals at the...
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Nuova narrazione Nov 25

Attachie's Growth Surge Powers Strong Revenue And Margin Expansion With Rising Profitability

Strategic initiatives like Attachie Phase 1 and U.S. market redirection boost margins and positively impact future earnings.

Ripartizione dei ricavi e delle spese

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


Storico di utili e ricavi

TSX:ARX Ricavi, spese e utili (CAD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 266,3961,4551700
31 Dec 256,0761,2751760
30 Sep 255,8541,3861940
30 Jun 255,6871,5002150
31 Mar 255,4251,3432240
31 Dec 245,0991,1242480
30 Sep 245,0641,2602350
30 Jun 245,2531,1682570
31 Mar 245,3081,2072590
31 Dec 235,6551,5972120
30 Sep 236,4121,8312160
30 Jun 237,1412,4631970
31 Mar 238,2992,9471770
31 Dec 228,6412,3022130
30 Sep 228,2572,2392030
30 Jun 227,7091,4251940
31 Mar 226,5835392140
31 Dec 215,1117871670
30 Sep 213,7062291510
30 Jun 212,4131101420
31 Mar 211,3891891080
31 Dec 201,134-547990
30 Sep 201,098-6781010
30 Jun 201,085-669880
31 Mar 201,161-531760
31 Dec 191,222-28840
30 Sep 191,215142670
30 Jun 191,332245790
31 Mar 191,384104870
31 Dec 181,396214850
30 Sep 181,412128880
30 Jun 181,288131770
31 Mar 181,242301790
31 Dec 171,209389700
30 Sep 171,186482680
30 Jun 171,156462730
31 Mar 171,072280790
31 Dec 16975201990
30 Sep 16933-21980
30 Jun 16944-284940
31 Mar 161,027-277900
31 Dec 151,090-343690
30 Sep 151,218-174810
30 Jun 151,425151790

Guadagni di qualità: ARX ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ARX (22.7%) sono inferiori rispetto allo scorso anno (24.8%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di ARX sono cresciuti del 11.2% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di ARX nell'ultimo anno ( 8.3% ) è inferiore alla media quinquennale ( 11.2% all'anno).

Guadagni vs Settore: La crescita degli utili ARX nell'ultimo anno ( 8.3% ) ha superato la percentuale del settore Oil and Gas -12.9%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 16.9% ) di ARX 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'azienda2026/05/21 23:37
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

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

ARC Resources Ltd. è coperta da 33 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
Harshit GuptaAccountability Research Corporation
Patrick O'RourkeATB Cormark
Grant HoferBarclays