South32 過去の業績
この会社の最新の決算報告書はまだ処理中です
過去 基準チェック /16
South32の収益は年間平均-30.1%の割合で減少していますが、 Metals and Mining業界の収益は年間 増加しています。収益は年間15.2% 4.9%割合で 減少しています。 South32の自己資本利益率は4.2%であり、純利益率は6.7%です。
主要情報
-30.06%
収益成長率
-29.61%
EPS成長率
| Metals and Mining 業界の成長 | 22.33% |
| 収益成長率 | -4.94% |
| 株主資本利益率 | 4.22% |
| ネット・マージン | 6.67% |
| 次回の業績アップデート | 20 Jul 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 19
S32: Citi Upgrade And Hermosa Progress Will Shape Future Copper And Aluminium Upside
Analysts have lifted the South32 price target to A$3.20 from A$3.00, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and a revised future P/E multiple. Analyst Commentary Recent Street research on South32 highlights a series of upward price target revisions that give you a clearer view of how external specialists are thinking about the stock's valuation and execution risk.ナラティブの更新 • Jun 02
S32: Citi Upgrade And Hermosa Progress Will Shape Balanced Future Prospects
Analysts have lifted their South32 price target to A$3.00 from A$2.80, reflecting updated assumptions for slightly higher fair value, discount rate, revenue growth, profit margin and a modestly lower future P/E multiple. Analyst Commentary Recent research has focused on how updated assumptions feed into South32's valuation, with the higher price targets pointing to a reassessment of fair value rather than a change in rating stance in some cases.ナラティブの更新 • May 09
S32: Citi Upgrade And Hermosa Progress Will Support Future Upside
Analysts now see South32's fair value at about A$4.63 per share, down from roughly A$4.91. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E, despite recent Street research that has included an upgrade and a higher price target from Citi.ナラティブの更新 • Apr 25
S32: Citi Upgrade And West Musgrave Option Will Drive Future Upside
Analysts have lifted their A$ price target for South32 slightly, reflecting updated assumptions for fair value, revenue growth, discount rate and future P/E after recent supportive research. Analyst Commentary Recent research has focused on how revised assumptions for fair value, revenue trajectories, discount rate and future P/E feed into South32's updated price targets.ナラティブの更新 • Apr 09
S32: Recent Upgrades And West Musgrave Option Will Shape Balanced Outlook
Narrative Update Analysts have lifted their price target for South32 to A$4.84 from A$4.78, citing slightly higher assumed profit margins and a modestly higher future P/E multiple. Together, these factors offset a more cautious revenue growth outlook and an updated discount rate.ナラティブの更新 • Mar 26
S32: UBS Upgrade And West Musgrave Option Will Shape Bullish Outlook
South32's updated analyst price target has moved from A$4.69 to A$4.78, with analysts pointing to refreshed fair value estimates and slightly adjusted discount rate and P/E assumptions following recent target hikes and upgrades from the Street. Analyst Commentary Recent research points to a more refined view of South32, with target changes and an upgrade reflecting how analysts are reassessing valuation, execution risks and growth options rather than reacting to a single catalyst.ナラティブの更新 • Mar 08
S32: UBS Upgrade And Mozal Power Shift Will Guide Balanced Outlook
Analysts have nudged their fair value estimate for South32 slightly higher to A$4.69 from A$4.67, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E following recent price target and rating changes at major brokers. Analyst Commentary Recent Street research highlights a mix of optimism and caution around South32, with valuation adjustments and rating changes reflecting differing views on how the company may execute on its plans and how that might flow through to earnings and cash flow.ナラティブの更新 • Feb 21
S32: UBS Upgrade And Mozal Power Move Will Shape Balanced Outlook
Analysts have lifted their A$ fair value estimate for South32 from about A$4.37 to roughly A$4.67, reflecting updated views on revenue growth, margins and future P/E after recent price target revisions and upgrades from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade and higher price target as support for the revised A$ fair value estimate, suggesting that current pricing assumptions for South32 may be too conservative relative to their outlook.ナラティブの更新 • Feb 05
S32: UBS Upgrade And Mozal Power Transition Will Shape Balanced Outlook
Analysts have lifted their price target on South32 by about A$0.22, citing updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E assumptions following recent research, including the latest UBS upgrade. Analyst Commentary Recent research, including the latest UBS upgrade, highlights a mix of supportive and cautious views on South32's outlook and valuation.ナラティブの更新 • Jan 22
S32: Mozal Power Uncertainty And Improved Margins Will Shape Steady Outlook
Analysts have lifted their price target on South32 to around A$4.15 from about A$3.50, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News South32 plans to place the Mozal Aluminium operation on care and maintenance on or around 15 March 2026 after not securing a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).ナラティブの更新 • Jan 07
S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook
Analysts have nudged their price target for South32 slightly higher to A$3.50 from about A$3.48, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News South32 plans to place the Mozal Aluminium operation in Mozambique on care and maintenance on or around 15 March 2026, as it has not secured a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).ナラティブの更新 • Dec 15
S32: Cannington Sale Prospects Will Shape Outlook Amid Steady Earnings Expectations
Narrative Update on South32 The analyst price target for South32 has been raised from $3.38 to $3.48 as analysts factor in slightly stronger long term revenue growth and higher future valuation multiples. This is partially offset by modestly lower profit margin expectations and a marginally higher discount rate.ナラティブの更新 • Nov 29
S32: Outlook Will Balance Cannington Sale Process And Consistent Earnings Performance
Analysts have slightly increased their price target for South32, raising the estimated fair value from $3.32 to $3.38 per share. This adjustment reflects updated discount rate assumptions.ナラティブの更新 • Nov 15
S32: Outlook Will Reflect Mine Sale Talks And Stable Operations Into 2026
South32’s analyst price target has been modestly raised from $3.30 to $3.32, as analysts cite improved revenue growth forecasts. This increase is partially offset by a slightly higher discount rate and a marginally lower profit margin outlook.ナラティブの更新 • Nov 01
S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns
Analysts have modestly increased their price target for South32, raising the fair value estimate from $3.26 to $3.30. They cite updated views on discount rates as well as the outlook for growth and profitability.ナラティブの更新 • Oct 17
Base Metals Expansion Will Unlock Opportunities In Decarbonization
Analysts have raised their price target for South32 from $3.11 to $3.26. This change reflects improved expectations based on higher forecast revenue growth and profit margins.ナラティブの更新 • Oct 03
Base Metals Expansion Will Unlock Opportunities In Decarbonization
Analysts have modestly raised their price target for South32, increasing it from $3.05 to $3.11 per share. They cited slightly improved revenue growth expectations, along with minor adjustments to forecast discount rates and profit margins.分析記事 • Sep 04
Statutory Profit Doesn't Reflect How Good South32's (ASX:S32) Earnings Are
Even though South32 Limited ( ASX:S32 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...ナラティブの更新 • Aug 27
Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations
A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.
新しいナラティブ • Apr 25
Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations
The Worsley Mine Project and GEMCO restart promise future revenue growth and improved operating margins, backed by recent approvals and phased mining activities.収支内訳
収支内訳
South32 の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 5,906 | 394 | 1,648 | 0 |
| 30 Sep 25 | 5,944 | 356 | 1,648 | 0 |
| 30 Jun 25 | 5,982 | 318 | 1,648 | 0 |
| 31 Mar 25 | 5,572 | 119 | 1,550 | 0 |
| 31 Dec 24 | 5,403 | -63 | 1,454 | 0 |
| 30 Sep 24 | 5,212 | -254 | 1,455 | 0 |
| 30 Jun 24 | 5,020 | -446 | 1,455 | 0 |
| 31 Dec 23 | 4,564 | -1,329 | 1,553 | 0 |
| 30 Sep 23 | 5,158 | -973 | 1,554 | 0 |
| 30 Jun 23 | 5,752 | -618 | 1,554 | 0 |
| 31 Mar 23 | 8,310 | 1,075 | 2,003 | 0 |
| 31 Dec 22 | 9,082 | 2,322 | 1,945 | 0 |
| 30 Sep 22 | 9,229 | 2,496 | 1,945 | 0 |
| 30 Jun 22 | 9,375 | 2,669 | 1,945 | 0 |
| 31 Mar 22 | 8,228 | 1,842 | 1,824 | 0 |
| 31 Dec 21 | 7,081 | 1,014 | 1,702 | 0 |
| 30 Sep 21 | 6,330 | 578 | 1,708 | 0 |
| 30 Jun 21 | 5,578 | 142 | 1,713 | 0 |
| 31 Dec 20 | 4,326 | 219 | 1,597 | 0 |
| 30 Sep 20 | 4,730 | 189 | 1,601 | 0 |
| 30 Jun 20 | 5,133 | 158 | 1,605 | 0 |
| 31 Mar 20 | 6,587 | -106 | 2,281 | 0 |
| 31 Dec 19 | 6,928 | -147 | 2,399 | 0 |
| 30 Sep 19 | 7,224 | 121 | 2,399 | 0 |
| 30 Jun 19 | 7,519 | 389 | 2,398 | 0 |
| 31 Mar 19 | 7,788 | 907 | 2,319 | 0 |
| 31 Dec 18 | 8,057 | 1,424 | 2,239 | 0 |
| 30 Sep 18 | 7,901 | 1,378 | 2,242 | 0 |
| 30 Jun 18 | 7,744 | 1,332 | 2,244 | 0 |
| 31 Mar 18 | 7,600 | 1,243 | 2,120 | 0 |
| 31 Dec 17 | 7,456 | 1,154 | 1,995 | 0 |
| 30 Sep 17 | 7,326 | 1,193 | 1,985 | 0 |
| 30 Jun 17 | 7,195 | 1,231 | 1,975 | 0 |
| 31 Mar 17 | 6,765 | 993 | 1,975 | 0 |
| 31 Dec 16 | 6,334 | 754 | 1,975 | 0 |
| 30 Sep 16 | 6,227 | -430 | 1,975 | 0 |
| 30 Jun 16 | 6,119 | -1,615 | 1,974 | 0 |
| 31 Mar 16 | 6,288 | -2,100 | 1,603 | 0 |
| 31 Dec 15 | 6,457 | -2,585 | 1,232 | 0 |
| 30 Sep 15 | 5,265 | -1,755 | 1,230 | 0 |
| 30 Jun 15 | 4,072 | -926 | 1,228 | 0 |
質の高い収益: S32には$373.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。
利益率の向上: S32過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: S32の収益は過去 5 年間で年間30.1%減少しました。
成長の加速: S32は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: S32昨年収益を上げたため、昨年の収益成長をMetals and Mining業界 ( 59.9% ) と比較することは困難です。
株主資本利益率
高いROE: S32の 自己資本利益率 ( 4.2% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/20 21:46 |
| 終値 | 2026/06/19 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
South32 Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Ayan Ghosh | Avior Capital Markets |
| Izak Rossouw | Barclays |
| Amos Fletcher | Barclays |