Amdocs Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Amdocs sono diminuiti a un tasso medio annuo di -3.6%, mentre il settore IT ha visto gli utili crescere a un tasso medio annuo di 12.1%. I ricavi sono cresciuti crescere a un tasso medio annuo di 1.6%. Il ritorno sul capitale proprio di Amdocs è 13.8% e ha margini netti di 9.8%.
Informazioni chiave
-3.60%
Tasso di crescita degli utili
0.15%
Tasso di crescita dell'EPS
| IT Crescita del settore | 22.43% |
| Tasso di crescita dei ricavi | 1.55% |
| Rendimento del capitale proprio | 13.75% |
| Margine netto | 9.79% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Sep 03
DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating
Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.Seeking Alpha • Aug 27
Amdocs Offers A Clear Value Case
Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 18
DOX: Early AI Contracts And Buybacks Will Support Future Multiple Rerating
Amdocs' updated analyst fair value estimate has shifted from $81.21 to about $75.94 as analysts factor in a higher discount rate, slightly softer revenue growth assumptions, and a lower future P/E multiple, despite a higher projected profit margin and ongoing confidence in the company's telecom leadership and early stage AI opportunity. What’s in the News for Amdocs Liberty Latin America entered a 10 year engagement with Amdocs to manage its end to end IT ecosystem across Latin America and the Caribbean, using the Amdocs Agentic Operating System to support AI driven operations, cost savings, and continuity of service during the transition.Articolo di analisi • Aug 09
Amdocs Limited Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Amdocs Limited ( NASDAQ:DOX ) had a good week, as its shares rose 5.1% to close at US$58.55 following the...
Nuova narrativa • Jun 23
Why Amdocs is a high conviction Buy for me?
As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach for this - is my thesis Possible?Aggiornamento narrativa • Jun 05
DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating
Analysts have trimmed their price target for Amdocs to about $81 from about $90, citing lower sector P/E multiples, even as projections for profit margin and discount rate assumptions have been adjusted. Analyst Commentary Bullish and bearish analysts are looking at the same set of inputs for Amdocs and reaching very different conclusions, which is why you see both Buy ratings and a Sell rating alongside lower price targets clustered in the low to high US$70s.Aggiornamento narrativa • Apr 26
DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating
Analysts have trimmed their Amdocs fair value estimate by about $0.36 to $90.21, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations following recent price target reductions from major firms. Analyst Commentary Recent research updates have focused less on headline ratings and more on recalibrating what investors might reasonably pay for Amdocs, with both price targets moving lower and feeding into the modest trim to the fair value estimate.Aggiornamento narrativa • Apr 06
DOX: Reset Guidance And Shareholder Returns Will Support Multiple Rerating
Analysts have trimmed their average price target on Amdocs by $19 to $90.57, citing updated assumptions around discount rates, long term growth, margins and future P/E multiples reflected in recent research from major firms. Analyst Commentary Recent research updates suggest that analysts are recalibrating their views on Amdocs, with price targets being reset to reflect revised assumptions around growth, profitability and valuation multiples.
Nuova narrativa • Mar 31
Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support telecom operators in areas such as billing, customer experience, network operations and data driven applications. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 22
DOX: Reset Guidance And Capital Returns Will Support Multiple Rerating
Analysts have trimmed their Amdocs fair value estimate by about $3.25 to $90.57, citing slightly softer revenue growth and profit margin assumptions, partly offset by a higher forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the maintained use of a higher forward P/E multiple in fair value work, which suggests ongoing confidence in Amdocs' earnings quality and pricing power, even with more conservative revenue and margin inputs.
Nuova narrativa • Mar 17
Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support mission critical business and operations systems for telecom and media companies worldwide. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 07
DOX: Reset Guidance And Capital Returns Will Support Future Repricing
Analysts have reduced their Amdocs price targets by roughly $10 to $20, citing updated assumptions around discount rates and future P/E, while maintaining a broadly unchanged view of the stock’s fair value. Analyst Commentary Recent research updates keep the core investment view on Amdocs largely intact, even as price targets are reset to reflect revised discount rates and updated P/E assumptions.Aggiornamento narrativa • Feb 21
DOX: Reset Guidance And Shareholder Returns Will Support Future Earnings Rebound
Analysts have reduced their price targets for Amdocs by $19 and $9, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E as the main reasons for the adjustment. Analyst Commentary Recent target cuts suggest analysts are reassessing how they value Amdocs, focusing on what they see as more conservative assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels.Aggiornamento narrativa • Feb 06
DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound
Narrative Update Analysts have trimmed their price target on Amdocs to about $95.50 from roughly $104, citing constraints on growth, lower FY26 revenue and EPS guidance versus prior Street expectations, and a revised view on margins and future P/E multiples. Analyst Commentary Recent research updates on Amdocs point to a more cautious stance, with multiple firms trimming price targets and highlighting a gap between company guidance and prior Street expectations.Articolo di analisi • Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$130 Amdocs is estimated to be...Seeking Alpha • Apr 25
Amdocs Exits Low-Margin Activities But Growth Remains Uncertain
Summary Amdocs has made recent moves to exit low-margin business activities to improve its focus and profitability. However, the company is still working to improve revenue growth despite macroeconomic uncertainties in international markets as a result of recent tariff policy changes. Given the firm’s low growth rate on higher gross margin and an indication the stock may be overvalued on a DCF basis, my outlook on DOX remains a neutral Hold. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Amdocs: Focused On Improving Margins
Summary Today, we take a look at Amdocs Limited, which posted quarterly earnings this week and boosted its dividend payouts by 10%. The company is focused on phasing out low-margin businesses to continue to boost operating margins. This is resulting in significant free cash flow for the company. An analysis of Amdocs Limited follows in the paragraphs below. Read the full article on Seeking Alpha
Nuova narrativa • Aug 25
Cloud Innovation And AI Partnerships Propel Revenue And Margins Skyward
Strategic focus on cloud migration, AI investments, and partnerships for innovation promises efficiency gains and new revenue streams, enhancing net margins.Seeking Alpha • Aug 23
Amdocs Growth Remains Anemic On Client Buying Scrutiny
Summary Amdocs recently reported its FQ3 2024 results, meeting revenue estimates but beating earnings expectations. The market outlook for customer experience management is positive, with Amdocs active in various business software vertical markets. Financial trends show slow revenue growth, declining earnings per share, and reduced operating margin. I remain Neutral (Hold) on DOX until management can convert its strong backlog into revenue growth. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Amdocs 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 |
|---|---|---|---|---|
| 30 Jun 26 | 4,653 | 456 | 538 | 343 |
| 31 Mar 26 | 4,623 | 546 | 517 | 344 |
| 31 Dec 25 | 4,579 | 571 | 498 | 338 |
| 30 Sep 25 | 4,533 | 565 | 506 | 341 |
| 30 Jun 25 | 4,647 | 549 | 523 | 343 |
| 31 Mar 25 | 4,752 | 535 | 539 | 347 |
| 31 Dec 24 | 4,870 | 496 | 552 | 356 |
| 30 Sep 24 | 5,005 | 493 | 573 | 361 |
| 30 Jun 24 | 4,984 | 509 | 575 | 368 |
| 31 Mar 24 | 4,970 | 528 | 574 | 370 |
| 31 Dec 23 | 4,947 | 556 | 570 | 368 |
| 30 Sep 23 | 4,888 | 541 | 571 | 375 |
| 30 Jun 23 | 4,811 | 568 | 560 | 373 |
| 31 Mar 23 | 4,736 | 537 | 552 | 371 |
| 31 Dec 22 | 4,658 | 546 | 544 | 368 |
| 30 Sep 22 | 4,577 | 550 | 529 | 355 |
| 30 Jun 22 | 4,498 | 544 | 525 | 340 |
| 31 Mar 22 | 4,403 | 562 | 511 | 331 |
| 31 Dec 21 | 4,307 | 522 | 493 | 319 |
| 30 Sep 21 | 4,289 | 688 | 487 | 313 |
| 30 Jun 21 | 4,254 | 699 | 468 | 307 |
| 31 Mar 21 | 4,214 | 674 | 455 | 297 |
| 31 Dec 20 | 4,213 | 682 | 457 | 290 |
| 30 Sep 20 | 4,169 | 498 | 459 | 282 |
| 30 Jun 20 | 4,146 | 485 | 477 | 276 |
| 31 Mar 20 | 4,145 | 496 | 493 | 275 |
| 31 Dec 19 | 4,117 | 494 | 494 | 273 |
| 30 Sep 19 | 4,087 | 479 | 492 | 274 |
| 30 Jun 19 | 4,059 | 402 | 493 | 275 |
| 31 Mar 19 | 4,036 | 362 | 485 | 279 |
| 31 Dec 18 | 4,009 | 339 | 484 | 277 |
| 30 Sep 18 | 3,975 | 354 | 481 | 277 |
| 30 Jun 18 | 3,952 | 417 | 476 | 271 |
| 31 Mar 18 | 3,916 | 445 | 473 | 265 |
| 31 Dec 17 | 3,890 | 456 | 467 | 267 |
| 30 Sep 17 | 3,867 | 437 | 473 | 259 |
| 30 Jun 17 | 3,828 | 425 | 470 | 255 |
| 31 Mar 17 | 3,792 | 411 | 469 | 253 |
| 31 Dec 16 | 3,751 | 406 | 469 | 250 |
| 30 Sep 16 | 3,718 | 409 | 465 | 252 |
| 30 Jun 16 | 3,704 | 405 | 459 | 257 |
| 31 Mar 16 | 3,682 | 407 | 453 | 255 |
| 31 Dec 15 | 3,659 | 416 | 446 | 254 |
| 30 Sep 15 | 3,644 | 446 | 440 | 255 |
Guadagni di qualità: DOX ha un grande una tantum perdita di $201.9M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 30th June, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DOX (9.8%) sono inferiori rispetto allo scorso anno (11.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DOX sono diminuiti del 3.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: DOX ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: DOX ha avuto una crescita negativa degli utili ( -17% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore IT ( 1.5% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 13.8% ) di DOX è considerato basso.
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 | 2026/09/17 12:11 |
| Prezzo dell'azione a fine giornata | 2026/09/16 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/09/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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
Amdocs Limited è coperta da 23 analisti. 5 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 |
|---|---|
| Tal Liani | BofA Global Research |
| Daniel Cummins | B. Riley Securities, Inc. |
| Edward Jackson | Cantor Fitzgerald & Co. |