Adairs 過去の業績
過去 基準チェック /16
Adairsの収益は年間平均-19.6%の割合で減少していますが、 Specialty Retail業界の収益は年間 減少しています。収益は年間4% 5.3%割合で 増加しています。 Adairsの自己資本利益率は8.3%であり、純利益率は3%です。
主要情報
-19.64%
収益成長率
-20.48%
EPS成長率
| Specialty Retail 業界の成長 | 19.75% |
| 収益成長率 | 5.26% |
| 株主資本利益率 | 8.25% |
| ネット・マージン | 3.01% |
| 次回の業績アップデート | 24 Aug 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 24
ADH: Store And Concept Rollout Will Support Recovery And Future Upside
Analysts have modestly adjusted their price target for Adairs to A$1.69 from A$1.76, reflecting updated views on revenue growth, profit margins, the appropriate discount rate, and a slightly different assumed future P/E multiple. What’s in the News for Adairs No recent Adairs specific news items were identified in the provided sources.分析記事 • Jun 19
Should You Investigate Adairs Limited (ASX:ADH) At AU$1.41?
While Adairs Limited ( ASX:ADH ) might not have the largest market cap around , it saw a decent share price growth of...ナラティブの更新 • Jun 05
ADH: Store And Concept Rollout Will Support Recovery And Future Upside
Analysts have trimmed their Adairs price target to A$1.76 from A$2.27, reflecting updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, partly offset by a modest reduction in the discount rate. What's in the News No recent Adairs specific news items were identified in the provided sources.ナラティブの更新 • Apr 27
ADH: Store And Concept Rollout Will Support Recovery And Future Upside
Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
新しいナラティブ • Apr 25
Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help
Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 10
Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength
Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 09
ADH: Store Rollout Refurbishment And New CFO Will Support Recovery
Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).ナラティブの更新 • Mar 25
ADH: Store Network Changes And New CFO Will Support Earnings Recovery
Analysts have kept their A$ fair value estimate for Adairs essentially unchanged, with a minor adjustment to the discount rate and future P/E assumptions. These changes guide a refreshed price target that remains closely aligned with prior estimates.ナラティブの更新 • Mar 10
ADH: Store Network Reset And New CFO Will Support Earnings Recovery
Analysts have trimmed their price target for Adairs by A$0.05 to A$2.39, reflecting updated assumptions around slightly softer revenue growth, a higher profit margin, a modestly lower discount rate, and a reduced future P/E multiple. What's in the News Adairs plans 3 to 4 new Adairs stores and 6 to 7 closures in 2H FY26, plus 1 to 2 upsizes, and a new Concept Store at Bondi Junction in Fourth Quarter FY26, alongside further growth plans for Focus on Furniture and the first standalone Mocka store in May 2026 (company announcement).ナラティブの更新 • Feb 23
ADH: New Group CFO Appointment Will Support Future Earnings Rebound Narrative
Analysts have trimmed their Adairs price target from A$2.76 to A$2.44, reflecting updated assumptions for slightly softer revenue growth and profit margins, as well as a modestly lower future P/E multiple. What's in the News Adairs Limited has appointed Matt Edmonds as Group Chief Financial Officer, effective February 9, 2026, bringing more than 20 years of international finance and retail experience across Australia, the UK, Asia, and the US (Key Developments).分析記事 • Jan 22
Market Cool On Adairs Limited's (ASX:ADH) Earnings
With a price-to-earnings (or "P/E") ratio of 11.8x Adairs Limited ( ASX:ADH ) may be sending bullish signals at the...分析記事 • Nov 12
Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 30
Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04
Adairs Limited ( ASX:ADH ) has announced that on 7th of October, it will be paying a dividend ofA$0.04, which a...ナラティブの更新 • Aug 28
Omnichannel Investments And Technology Overhaul Will Unlock Future Potential
The upward revision in Adairs’ analyst price target reflects increased optimism, as both the future P/E and consensus revenue growth forecasts have improved, resulting in a higher fair value of A$2.67. Valuation Changes Summary of Valuation Changes for Adairs The Consensus Analyst Price Target has risen from A$2.45 to A$2.67.分析記事 • Aug 27
Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump
Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...分析記事 • May 09
The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More
Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...分析記事 • Feb 26
Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
新しいナラティブ • Feb 09
Sustainability Initiatives Will Strengthen Future Brand Reputation
Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.分析記事 • Oct 16
Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce
Adairs Limited ( ASX:ADH ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...分析記事 • Sep 03
We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings
Adairs Limited's ( ASX:ADH ) earnings announcement last week didn't impress shareholders. However, our analysis...分析記事 • Aug 30
Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Adairs Limited ( ASX:ADH ) shareholders, with the stock dropping 14% to AU$1.86 in the...分析記事 • Jul 25
Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), is not the largest company out there, but it led the ASX gainers with a relatively large...分析記事 • Apr 08
These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 12
Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified
Adairs Limited ( ASX:ADH ) shares have continued their recent momentum with a 34% gain in the last month alone. Looking...分析記事 • Feb 27
AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results
Shareholders will be ecstatic, with their stake up 21% over the past week following Adairs Limited 's ( ASX:ADH...分析記事 • Jan 19
Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel
With a price-to-earnings (or "P/E") ratio of 7.6x Adairs Limited ( ASX:ADH ) may be sending very bullish signals at the...分析記事 • Oct 19
When Should You Buy Adairs Limited (ASX:ADH)?
Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • May 24
Is Adairs Limited (ASX:ADH) Potentially Undervalued?
While Adairs Limited ( ASX:ADH ) might not be the most widely known stock at the moment, it received a lot of attention...収支内訳
収支内訳
Adairs 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 |
|---|---|---|---|---|
| 28 Dec 25 | 637 | 19 | 156 | 0 |
| 28 Sep 25 | 627 | 22 | 153 | 0 |
| 29 Jun 25 | 618 | 26 | 149 | 0 |
| 29 Mar 25 | 610 | 29 | 145 | 0 |
| 29 Dec 24 | 602 | 33 | 141 | 0 |
| 29 Sep 24 | 598 | 32 | 142 | 0 |
| 30 Jun 24 | 594 | 31 | 142 | 0 |
| 31 Mar 24 | 597 | 32 | 143 | 0 |
| 31 Dec 23 | 600 | 34 | 143 | 0 |
| 30 Sep 23 | 610 | 36 | 143 | 0 |
| 25 Jun 23 | 621 | 38 | 143 | 0 |
| 25 Mar 23 | 634 | 43 | 140 | 0 |
| 25 Dec 22 | 647 | 49 | 136 | 0 |
| 25 Sep 22 | 606 | 47 | 131 | 0 |
| 26 Jun 22 | 564 | 45 | 127 | 0 |
| 26 Mar 22 | 532 | 41 | 131 | 0 |
| 26 Dec 21 | 499 | 37 | 136 | 0 |
| 26 Sep 21 | 499 | 51 | 130 | 0 |
| 27 Jun 21 | 500 | 64 | 125 | 0 |
| 27 Mar 21 | 476 | 65 | 115 | 0 |
| 27 Dec 20 | 452 | 66 | 105 | 0 |
| 27 Sep 20 | 420 | 51 | 105 | 0 |
| 28 Jun 20 | 389 | 35 | 106 | 0 |
| 28 Mar 20 | 375 | 32 | 112 | 0 |
| 29 Dec 19 | 360 | 28 | 118 | 0 |
| 29 Sep 19 | 352 | 29 | 124 | 0 |
| 30 Jun 19 | 344 | 30 | 130 | 0 |
| 31 Mar 19 | 337 | 31 | 128 | 0 |
| 30 Dec 18 | 330 | 32 | 126 | 0 |
| 30 Sep 18 | 322 | 31 | 123 | 0 |
| 01 Jul 18 | 315 | 31 | 120 | 0 |
| 01 Apr 18 | 302 | 28 | 116 | 0 |
| 31 Dec 17 | 289 | 26 | 112 | 0 |
| 30 Sep 17 | 277 | 24 | 109 | 0 |
| 02 Jul 17 | 265 | 21 | 106 | 0 |
| 02 Apr 17 | 262 | 22 | 104 | 0 |
| 01 Jan 17 | 260 | 22 | 102 | 0 |
| 01 Oct 16 | 257 | 25 | 100 | 0 |
| 03 Jul 16 | 253 | 27 | 97 | 0 |
| 27 Dec 15 | 232 | 12 | 91 | 0 |
| 27 Sep 15 | 221 | 8 | 88 | 0 |
質の高い収益: ADHは 高品質の収益 を持っています。
利益率の向上: ADHの現在の純利益率 (3%)は、昨年(5.4%)よりも低くなっています。
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: ADHの収益は過去 5 年間で年間19.6%減少しました。
成長の加速: ADHは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: ADHは過去 1 年間で収益成長率がマイナス ( -41.6% ) となったため、 Specialty Retail業界平均 ( 2.8% ) と比較することが困難です。
株主資本利益率
高いROE: ADHの 自己資本利益率 ( 8.3% ) 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 | 2026/07/09 09:52 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2025/12/28 |
| 年間収益 | 2025/06/29 |
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 |
|
|
| 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 |
|
* 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
Adairs Limited 6 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。10
| アナリスト | 機関 |
|---|---|
| Chamithri Ratnapala | Bell Potter |
| Allan Franklin | Canaccord Genuity |
| Andrea Chong | Goldman Sachs |