Amadeus IT Group Performance degli utili passati
Criteri Il passato verificati 3/6
Amadeus IT Group ha registrato una crescita degli utili a un tasso medio annuo di 47.1%, mentre il settore Hospitality ha registrato utili in crescita a un tasso medio annuo di 63%. I ricavi sono stati in crescita a un tasso medio annuo di 21%. Il ritorno sul capitale proprio di Amadeus IT Group è 27.8% e ha margini netti di 20.4%.
Informazioni chiave
47.07%
Tasso di crescita degli utili
47.39%
Tasso di crescita dell'EPS
| Hospitality Crescita del settore | -1.85% |
| Tasso di crescita dei ricavi | 20.97% |
| Rendimento del capitale proprio | 27.84% |
| Margine netto | 20.36% |
| Prossimo aggiornamento sugli utili | 31 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
Aggiornamento della narrazione • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.Articolo di analisi • May 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Aggiornamento della narrazione • Apr 25
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
Nuova narrazione • Apr 11
Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider
Catalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Apr 09
AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential
The updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.Aggiornamento della narrazione • Mar 25
AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside
Analysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.Aggiornamento della narrazione • Mar 10
AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside
Narrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
Nuova narrazione • Mar 03
Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics
Catalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 24
AMS: Rebased P/E And Margins Will Support Future Upside Potential
Analysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
Nuova narrazione • Feb 20
The "AI Fear" Arbitrage Opportunity
Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Aggiornamento della narrazione • Feb 09
AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.Aggiornamento della narrazione • Jan 26
AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade
Analysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.Aggiornamento della narrazione • Jan 12
AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade
Analysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.Articolo di analisi • Jan 04
Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Articolo di analisi • Dec 21
With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Nov 24
Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Aggiornamento della narrazione • Oct 03
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Analysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.Articolo di analisi • Sep 01
Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...Articolo di analisi • Aug 18
Returns At Amadeus IT Group (BME:AMS) Are On The Way Up
BME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...Articolo di analisi • Aug 03
Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...Articolo di analisi • Jul 12
Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?
Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...Articolo di analisi • Jun 17
Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Nuova narrazione • Nov 07
Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors
Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Amadeus IT Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 6,567 | 1,337 | 0 | 0 |
| 31 Dec 25 | 6,517 | 1,336 | 0 | 0 |
| 30 Sep 25 | 6,436 | 1,353 | 0 | 0 |
| 30 Jun 25 | 6,349 | 1,332 | 0 | 0 |
| 31 Mar 25 | 6,278 | 1,295 | 0 | 0 |
| 31 Dec 24 | 6,142 | 1,253 | 0 | 0 |
| 30 Sep 24 | 5,955 | 1,264 | 0 | 0 |
| 30 Jun 24 | 5,802 | 1,225 | 0 | 0 |
| 31 Mar 24 | 5,626 | 1,169 | 0 | 0 |
| 31 Dec 23 | 5,441 | 1,118 | 0 | 0 |
| 30 Sep 23 | 5,255 | 1,022 | 0 | 0 |
| 30 Jun 23 | 5,078 | 925 | 0 | 0 |
| 31 Mar 23 | 4,880 | 846 | 0 | 0 |
| 31 Dec 22 | 4,486 | 664 | 0 | 0 |
| 30 Sep 22 | 4,127 | 463 | 0 | 0 |
| 30 Jun 22 | 3,649 | 268 | 0 | 0 |
| 31 Mar 22 | 3,091 | 34 | 0 | 0 |
| 31 Dec 21 | 2,670 | -142 | 0 | 0 |
| 30 Sep 21 | 2,334 | -390 | 0 | 0 |
| 30 Jun 21 | 2,014 | -559 | 0 | 0 |
| 31 Mar 21 | 1,649 | -838 | 0 | 0 |
| 31 Dec 20 | 2,174 | -625 | 0 | 0 |
| 30 Sep 20 | 3,041 | -130 | 0 | 0 |
| 30 Jun 20 | 4,025 | 322 | 0 | 0 |
| 31 Mar 20 | 5,186 | 932 | 0 | 0 |
| 31 Dec 19 | 5,570 | 1,113 | 0 | 0 |
| 30 Sep 19 | 5,481 | 1,055 | 0 | 0 |
| 30 Jun 19 | 5,285 | 1,023 | 0 | 0 |
| 31 Mar 19 | 5,112 | 1,013 | 0 | 0 |
| 31 Dec 18 | 4,936 | 1,002 | 0 | 0 |
| 30 Sep 18 | 4,799 | 1,061 | 0 | 0 |
| 30 Jun 18 | 4,736 | 1,047 | 0 | 0 |
| 31 Mar 18 | 4,675 | 1,020 | 0 | 0 |
| 31 Dec 17 | 4,637 | 1,003 | 0 | 0 |
| 30 Sep 17 | 4,609 | 932 | 35 | 0 |
| 30 Jun 17 | 4,576 | 904 | 35 | 0 |
| 31 Mar 17 | 4,545 | 879 | 35 | 0 |
| 31 Dec 16 | 4,473 | 826 | 35 | 0 |
| 30 Sep 16 | 4,334 | 788 | 0 | 0 |
| 30 Jun 16 | 4,211 | 743 | 0 | 0 |
| 31 Mar 16 | 4,043 | 699 | 0 | 0 |
| 31 Dec 15 | 3,913 | 684 | 0 | 0 |
| 30 Sep 15 | 3,797 | 678 | 40 | 0 |
| 30 Jun 15 | 3,664 | 666 | 40 | 0 |
Guadagni di qualità: AMS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di AMS (20.4%) sono inferiori rispetto allo scorso anno (20.6%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: AMS è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 47.1% all'anno.
Accelerare la crescita: La crescita degli utili di AMS nell'ultimo anno ( 3.3% ) è inferiore alla media quinquennale ( 47.1% all'anno).
Guadagni vs Settore: La crescita degli utili AMS nell'ultimo anno ( 3.3% ) non ha superato quella del settore Hospitality 16.8%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 27.8% ) di AMS è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 20:09 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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
Amadeus IT Group, S.A. è coperta da 34 analisti. 20 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.
| Analista | Istituzione |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |
| Sven Merkt | Barclays |