FirstGroup plc

Report azionario LSE:FGP

Capitalizzazione di mercato: UK£1.0b

FirstGroup Performance degli utili passati

Criteri Il passato verificati 3/6

FirstGroup ha registrato una crescita degli utili a un tasso medio annuo di 44.3%, mentre il settore Transportation ha registrato utili in crescita a un tasso medio annuo di 24.8%. I ricavi sono stati in crescita a un tasso medio annuo di 2.5%. Il ritorno sul capitale proprio di FirstGroup è 16.6% e ha margini netti di 2.4%.

Informazioni chiave

44.30%

Tasso di crescita degli utili

52.28%

Tasso di crescita dell'EPS

Transportation Crescita del settore9.17%
Tasso di crescita dei ricavi2.51%
Rendimento del capitale proprio16.59%
Margine netto2.45%
Ultimo aggiornamento sugli utili28 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 18

FGP: Lower Discount Rate Will Support Future Share Price Upside

Analysts have maintained their fair value estimate for FirstGroup at £2.50 per share and made only marginal adjustments to inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a change in their overall view.
Aggiornamento della narrazione Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
Aggiornamento della narrazione May 10

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have adjusted their price target on FirstGroup, with the latest fair value estimate holding at £2.50. Updated assumptions on the discount rate and future P/E have contributed to a more refined view of the stock.
Aggiornamento della narrazione Apr 24

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
Aggiornamento della narrazione Apr 10

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
Aggiornamento della narrazione Mar 26

FGP: Higher Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on FirstGroup by £0.01, reflecting slightly lower fair value and profit margin assumptions, alongside a modestly higher discount rate and future P/E multiple in their models. Valuation Changes Fair value has been reduced slightly from £2.51 to £2.50 per share.
Aggiornamento della narrazione Mar 12

FGP: Stable Assumptions And Earnings Multiple Will Support Future Upside

Analysts have nudged their price target on FirstGroup to £2.51, with the small adjustment reflecting steady assumptions on fair value, discount rate, revenue trends, profit margins and future P/E. Together, these factors support a broadly unchanged view of the shares.
Aggiornamento della narrazione Feb 26

FGP: New Overground Contract Will Drive Future Returns

Analysts have kept their £2.51 price target for FirstGroup broadly steady, citing only minor tweaks to assumptions such as a slightly higher discount rate and modestly adjusted revenue growth, profit margin and forward P/E inputs. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17 million.
Aggiornamento della narrazione Feb 11

FGP: New Overground Contract And Dividend Policy Will Support Future Returns

Analysts have kept their fair value view broadly unchanged for FirstGroup, with only small adjustments to inputs such as the discount rate, revenue expectations, profit margin and future P/E. This has led to a marginal tweak in their £ price target rather than a significant reset of their outlook.
Aggiornamento della narrazione Jan 27

FGP: New Overground Win And Dividend Policy Will Support Future Returns

Analysts have nudged their price target on FirstGroup slightly higher to £2.51 per share, reflecting updated assumptions around discount rates, revenue trends and profit margins, while keeping the long term P/E outlook broadly unchanged. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17m, adding 63 buses across London and Bath, two depots and around 190 employees to the First Bus business (Key Developments).
Aggiornamento della narrazione Jan 09

FGP: Higher Interim Dividend Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target for FirstGroup slightly higher to around £2.51. This reflects small adjustments to fair value estimates, discount rate assumptions and expectations for revenue contraction, profit margins and future P/E multiples.
Articolo di analisi Dec 15

We Think FirstGroup (LON:FGP) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Dec 14

FGP: Dividend And Buyback Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target on FirstGroup higher, lifting fair value from £2.39 to £2.50 as they factor in slightly improved revenue expectations despite a modestly softer margin and higher discount rate. What's in the News Board proposes an interim dividend of 2.2 pence per share for H1 2026, up from 1.7 pence in H1 2025.
Articolo di analisi Nov 21

FirstGroup (LON:FGP) Will Pay A Dividend Of £0.022

The board of FirstGroup plc ( LON:FGP ) has announced that it will pay a dividend on the 30th of December, with...
Articolo di analisi Oct 22

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Sep 03

Investors Don't See Light At End Of FirstGroup plc's (LON:FGP) Tunnel

When you see that almost half of the companies in the Transportation industry in the United Kingdom have price-to-sales...
Articolo di analisi Jun 15

Analysts Are Betting On FirstGroup plc (LON:FGP) With A Big Upgrade This Week

FirstGroup plc ( LON:FGP ) shareholders will have a reason to smile today, with the analysts making substantial...
Articolo di analisi May 08

FirstGroup plc's (LON:FGP) Price Is Right But Growth Is Lacking After Shares Rocket 26%

FirstGroup plc ( LON:FGP ) shareholders would be excited to see that the share price has had a great month, posting a...
Articolo di analisi Apr 21

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw a double-digit share price rise of over...
Articolo di analisi Mar 25

Is FirstGroup (LON:FGP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nuova narrazione Feb 08

Bus Electrification And London-Stirling Rail Route Will Improve Future Operations

Electrification of the bus fleet, supported by partnerships and CapEx, aims to improve efficiency and margins long-term.
Articolo di analisi Nov 21

Shareholders Will Be Pleased With The Quality of FirstGroup's (LON:FGP) Earnings

When companies post strong earnings, the stock generally performs well, just like FirstGroup plc's ( LON:FGP ) stock...
Articolo di analisi Oct 04

Calculating The Intrinsic Value Of FirstGroup plc (LON:FGP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, FirstGroup fair value estimate is UK£1.36 Current share price...
Articolo di analisi Sep 12

What FirstGroup plc's (LON:FGP) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Transportation industry in the United Kingdom...
Articolo di analisi Aug 06

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw significant share price movement during...
Articolo di analisi Jul 02

Estimating The Fair Value Of FirstGroup plc (LON:FGP)

Key Insights The projected fair value for FirstGroup is UK£1.51 based on 2 Stage Free Cash Flow to Equity Current share...

Ripartizione dei ricavi e delle spese

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


Storico di utili e ricavi

LSE:FGP Ricavi, spese e utili (GBP Millions )
DataRicaviUtiliSpese G+ASpese di R&S
28 Mar 264,75211600
28 Dec 254,85612220
27 Sep 254,99012940
27 Jun 255,02812640
29 Mar 255,06612340
29 Dec 244,98910940
28 Sep 244,8829530
28 Jun 244,7984230
30 Mar 244,715-1030
30 Dec 234,732-830
30 Sep 234,750-730
30 Jun 234,7523630
25 Mar 234,7557930
25 Dec 224,7106940
24 Sep 224,6645950
24 Jun 224,6282450
26 Mar 224,591-1150
26 Dec 214,498250
25 Sep 214,4051550
25 Jun 214,3621250
27 Mar 214,3191050
26 Sep 203,164-20940
26 Jun 203,903-27340
28 Mar 204,643-33740
31 Dec 197,555-280-10
30 Sep 197,356-233-10
30 Jun 197,241-15010
31 Mar 197,127-6730
31 Dec 187,029-18620
30 Sep 186,930-30510
30 Jun 186,664-30120
31 Mar 186,398-29620
31 Dec 176,129-9520
30 Sep 175,86010520
30 Jun 175,75710920
31 Mar 175,65311220
31 Dec 165,49810820
30 Sep 165,34210520
30 Jun 165,2809720
31 Mar 165,2189020
31 Dec 155,3847910
30 Sep 155,5516710
30 Jun 155,8017110

Guadagni di qualità: FGP ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di FGP (2.4%) FGP sono più alti rispetto allo scorso anno (2.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: FGP è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 44.3% all'anno.

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

Guadagni vs Settore: FGP ha avuto una crescita negativa degli utili ( -5.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Transportation ( 20.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 16.6% ) di FGP 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'azienda2026/06/23 03:00
Prezzo dell'azione a fine giornata2026/06/23 00:00
Utili2026/03/28
Utili annuali2026/03/28

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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

FirstGroup plc è coperta da 20 analisti. 3 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
David FintzenBarclays
Jack CummingsBerenberg
James Edward HollinsBNP Paribas