View Future GrowthBadger Infrastructure Solutions 過去の業績過去 基準チェック /36Badger Infrastructure Solutionsは、平均年間46.9%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間21.4% 14.3%収益成長率で 成長しています。 Badger Infrastructure Solutionsの自己資本利益率は19.5%であり、純利益率は6.6%です。主要情報46.94%収益成長率47.24%EPS成長率Construction 業界の成長9.49%収益成長率14.30%株主資本利益率19.53%ネット・マージン6.59%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.026 (vs US$0.096 in 1Q 2025)First quarter 2026 results: EPS: US$0.026 (down from US$0.096 in 1Q 2025). Revenue: US$203.2m (up 18% from 1Q 2025). Net income: US$862.0k (down 74% from 1Q 2025). Profit margin: 0.4% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 02Badger Infrastructure Solutions Ltd. to Report Q1, 2026 Results on Apr 30, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.75 (up from US$1.39 in FY 2024). Revenue: US$831.7m (up 12% from FY 2024). Net income: US$59.2m (up 24% from FY 2024). Profit margin: 7.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 30% per year.お知らせ • Feb 09Badger Infrastructure Solutions Ltd. to Report Q4, 2025 Results on Mar 05, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2025 results After-Market on Mar 05, 2026Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.86 (vs US$0.68 in 3Q 2024)Third quarter 2025 results: EPS: US$0.86 (up from US$0.68 in 3Q 2024). Revenue: US$237.3m (up 13% from 3Q 2024). Net income: US$29.0m (up 25% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.お知らせ • Oct 09Badger Infrastructure Solutions Ltd. to Report Q3, 2025 Results on Nov 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025すべての更新を表示Recent updatesライブニュース • May 15Badger Infrastructure Solutions Names New COO and Closes C$300 Million Note OfferingBadger Infrastructure Solutions has appointed Logan Mellott as Chief Operating Officer, expanding his responsibilities from senior leadership of operations, strategic initiatives, and fleet management to overseeing day-to-day operations and execution of long-term plans. The company recently completed a private placement of C$300 million senior unsecured notes due 2031, with a 5.375% annual interest rate, led by CIBC World Markets and TD Securities. Badger plans to use the note proceeds to repay indebtedness under its credit facilities, including its term facility, in line with its stated focus on maintaining a strong balance sheet while pursuing growth objectives. Taken together, the new COO appointment and the refinancing move indicate management attention on operational execution and capital structure at the same time as the company reports record revenue and strong organic growth. You may want to monitor how interest costs on the new notes compare with those on the retired credit facilities and how effectively the new COO translates recent operating momentum into consistent performance over the next few reporting periods.お知らせ • May 12Badger Infrastructure Solutions Ltd. Announces Appointment of Logan Mellott as Chief Operating Officer, Effective May 11, 2026Badger Infrastructure Solutions Ltd. announced the appointment of Logan Mellott as Chief Operating Officer, effective May 11, 2026. Prior to this appointment, Mr. Mellott served as Senior Vice President, Operations, Strategic Initiatives and Fleet. Mr. Mellott is a revenue-driven executive known for scaling high-performing teams, aligning sales and operations, and delivering measurable results across complex, asset-heavy industries. Since joining Badger in 2021, Mr. Mellott has played a pivotal role in enhancing organizational performance, supporting growth, and fostering a results-driven culture, including recruiting top talent that has meaningfully strengthened the Company's field leadership teams. Market assessments conducted under his leadership have helped lay the foundation for the Company's next phase of strategic growth. Prior to Badger, Mr. Mellott held roles of increasing responsibility at Ritchie Bros. over a 15-year tenure, leading multinational teams in support of the construction, rental, and transportation industries. He contributed to key strategic initiatives, including mergers and acquisitions, international expansion, and the development of customer-facing technology solutions.ナラティブの更新 • May 11BDGI: Dividend And Margin Resilience Will Underpin Future Earnings With Balanced Upside RiskBadger Infrastructure Solutions' fair value estimate has moved from CA$76.78 to CA$83.17 as analysts factor in revised revenue growth assumptions, updated long term P/E expectations, and a series of recent price target increases and rating upgrades across the Street. Analyst Commentary Recent Street research on Badger Infrastructure Solutions has been active, with several firms updating price targets and ratings in a relatively short window.お知らせ • May 08Badger Infrastructure Solutions Ltd. announced that it expects to receive CAD 300 million in fundingBadger Infrastructure Solutions Ltd. announced a private placement offering for gross proceeds of CAD 300,000,000 on May 7, 2026. The company will issue senior unsecured notes due 2031, at a price of CAD 1,000 per CAD 1,000 principal amount of Notes, with an interest rate of 5.375% per annum. The offering is expected to close on or about May 14, 2026, subject to customary closing conditions.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CA$83.08, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 214% over the past three years.Declared Dividend • May 06First quarter dividend of CA$0.20 announcedShareholders will receive a dividend of CA$0.20. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • May 04Price target increased by 8.3% to CA$83.17Up from CA$76.78, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CA$80.22. Stock is up 99% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$1.75 last year.お知らせ • May 03Badger Infrastructure Solutions Ltd Approves A Quarterly Cash Dividend on Common Share for the Second Fiscal Quarter of 2026, Payable on or After July 15, 2026Badger Infrastructure Solutions Ltd. board of directors has approved a quarterly cash dividend of CAD 0.195 per common share for the second fiscal quarter of 2026, to all shareholders of record at the close of business on June 30, 2026, with payment to be made on or after July 15, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.026 (vs US$0.096 in 1Q 2025)First quarter 2026 results: EPS: US$0.026 (down from US$0.096 in 1Q 2025). Revenue: US$203.2m (up 18% from 1Q 2025). Net income: US$862.0k (down 74% from 1Q 2025). Profit margin: 0.4% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.ナラティブの更新 • Apr 23BDGI: Dividend And Margin Resilience Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for Badger Infrastructure Solutions slightly lower to about CA$76.78 from roughly CA$77.56, reflecting a mix of trimmed Street price targets, such as BMO Capital's move to CA$80, and more cautious views on growth and margins alongside a higher assumed future P/E multiple. Analyst Commentary Recent research views on Badger Infrastructure Solutions have been mixed, with some analysts adjusting targets modestly while others are taking a more cautious stance on valuation and execution risk.ナラティブの更新 • Apr 09BDGI: Dividend Growth And Margin Strength Will Support Future Earnings PowerNarrative Update on Badger Infrastructure Solutions The analyst price target for Badger Infrastructure Solutions has been reduced by CA$5 to CA$80. Analysts cite more tempered revenue growth expectations, along with slightly stronger projected profit margins and a similar forward P/E profile, as the key factors behind this revision.お知らせ • Apr 04Badger Infrastructure Solutions Ltd., Annual General Meeting, May 01, 2026Badger Infrastructure Solutions Ltd., Annual General Meeting, May 01, 2026. Location: lumi experience studio, 1400, 225 - 6th avenue sw, ab t2p 1n2 ., calgary Canadaお知らせ • Apr 02Badger Infrastructure Solutions Ltd. to Report Q1, 2026 Results on Apr 30, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026ナラティブの更新 • Mar 26BDGI: Hold Revisions Will Highlight Dividend Support And Future Earnings PowerNarrative Update Analysts have reduced their blended price target on Badger Infrastructure Solutions by CA$5 to CA$80. This change reflects updated assumptions, including a slightly lower forward P/E multiple and recent price target and rating changes from the Street.Recent Insider Transactions • Mar 20CEO, President & Director recently bought CA$254k worth of stockOn the 13th of March, Robert Blackadar bought around 4k shares on-market at roughly CA$63.48 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of CA$386k worth in shares.Recent Insider Transactions • Mar 16CEO, President & Director recently bought CA$254k worth of stockOn the 13th of March, Robert Blackadar bought around 4k shares on-market at roughly CA$63.48 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of CA$297k worth in shares.Declared Dividend • Mar 15Fourth quarter dividend of CA$0.20 announcedShareholders will receive a dividend of CA$0.20. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Mar 13Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$915.6m to US$933.8m. EPS estimate fell from US$2.54 to US$2.19 per share. Net income forecast to grow 26% next year vs 28% growth forecast for Construction industry in Canada. Consensus price target down from CA$82.47 to CA$77.56. Share price fell 12% to CA$62.27 over the past week.ナラティブの更新 • Mar 11BDGI: Hold Revisions Will Highlight Undervalued Setup And Future Earnings PowerNarrative Update The updated analyst price target for Badger Infrastructure Solutions moves to CA$80 from CA$85 as analysts factor in revised assumptions around fair value, margins and a higher future P/E multiple following recent rating changes and target cuts. Analyst Commentary Recent Street research around Badger Infrastructure Solutions reflects a more cautious tone, centered on valuation and how much future execution is already priced into the shares.Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.75 (up from US$1.39 in FY 2024). Revenue: US$831.7m (up 12% from FY 2024). Net income: US$59.2m (up 24% from FY 2024). Profit margin: 7.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 30% per year.お知らせ • Mar 06Badger Infrastructure Solutions Ltd. Approves Cash Dividend for the First Fiscal Quarter of 2026, Payable on or after April 15, 2026The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4% increase to the quarterly cash dividend from CAD 0.1875 per common share to CAD 0.195 per common share for the first fiscal quarter of 2026, to all shareholders of record at the close of business on March 31, 2026, with payment to be made on or after April 15, 2026.ナラティブの更新 • Feb 25BDGI: Hold Shift Will Highlight Undervalued Setup And Earnings ResilienceAnalysts have inched their fair value estimate for Badger Infrastructure Solutions higher from about CA$81.94 to roughly CA$82.47, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. These factors now point to a richer valuation backdrop and help explain the recent shift to Hold ratings.ナラティブの更新 • Feb 10BDGI: Hold Rerating Will Highlight Earnings Resilience And Fine Tuning Of AssumptionsBadger Infrastructure Solutions’ analyst price target has been adjusted slightly higher to reflect updated fair value assumptions around $81.94. Analysts cite modest tweaks in the discount rate, revenue growth, profit margin and future P/E expectations following recent rating changes to Hold.お知らせ • Feb 09Badger Infrastructure Solutions Ltd. to Report Q4, 2025 Results on Mar 05, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2025 results After-Market on Mar 05, 2026Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to CA$69.04. The fair value is estimated to be CA$86.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.ナラティブの更新 • Jan 26BDGI: Fair Outlook Will Highlight Margin Shift And Ongoing Pause In BuybacksAnalysts have raised their price target for Badger Infrastructure Solutions from about $80.06 to roughly $81.83, citing updated assumptions for revenue growth, profit margins and future P/E levels as part of a fair value adjustment. What's in the News From July 1, 2025 to August 25, 2025, the company reported no share repurchases.ナラティブの更新 • Jan 11BDGI: Fair Outlook Will Emphasize Margin Drift And Pause In BuybacksAnalysts have trimmed their price target for Badger Infrastructure Solutions to about $80.06 from $80.50, reflecting updated assumptions for slightly higher discount rates and revenue growth, paired with modestly lower profit margin and future P/E expectations. What's in the News From July 1, 2025 to August 25, 2025, Badger Infrastructure Solutions reported no share repurchases.分析記事 • Jan 11With EPS Growth And More, Badger Infrastructure Solutions (TSE:BDGI) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Upcoming Dividend • Dec 24Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (0.6%).ナラティブの更新 • Dec 19BDGI: Raised Price Outlook Will Highlight Margin Pressures And Prudent Buyback DisciplineAnalysts have raised their price target for Badger Infrastructure Solutions from C$63 to C$70, reflecting slightly faster expected revenue growth, a modestly lower discount rate, and a higher future earnings multiple, even as profit margin forecasts edge down. Analyst Commentary Bullish analysts interpret the higher price target as confirmation that Badger Infrastructure Solutions is executing well against its growth strategy, with improving visibility into future revenue streams.ナラティブの更新 • Dec 05BDGI: Future Margin Stability And Buyback Discipline Will Guide Balanced OutlookAnalysts have raised their price target on Badger Infrastructure Solutions, citing slightly stronger long term growth assumptions and modestly higher valuation multiples, which increases the fair value estimate from approximately C$77.69 to about C$78.39 per share. Analyst Commentary Bullish analysts view the higher price target as a reflection of improving confidence in Badger Infrastructure Solutions execution capabilities and long term growth trajectory, particularly as end market demand for infrastructure services remains resilient.ナラティブの更新 • Nov 21BDGI: Share Buybacks And Improved Margins Will Guide Measured Long-Term OutlookThe analyst price target for Badger Infrastructure Solutions has increased from C$63 to C$70. Analysts cite expectations of stronger revenue growth, improved profit margins, and a higher fair value for the company.Declared Dividend • Nov 09Third quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Badger Infrastructure Solutions Ltd. Approves Quarterly Cash Dividend for the Fourth Fiscal Quarter of 2025, Payable on or After January 15, 2026Badger Infrastructure Solutions Ltd. board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the fourth fiscal quarter of 2025, to all shareholders of record at the close of business on December 31, 2025, with payment to be made on or after January 15, 2026.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.86 (vs US$0.68 in 3Q 2024)Third quarter 2025 results: EPS: US$0.86 (up from US$0.68 in 3Q 2024). Revenue: US$237.3m (up 13% from 3Q 2024). Net income: US$29.0m (up 25% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.ナラティブの更新 • Nov 05BDGI: Share Repurchase Plan And Steady Execution Will Shape Future PerformanceAnalysts have raised their price target for Badger Infrastructure Solutions from C$66.19 to C$70.03. They cite higher anticipated revenue growth, improved profit margins, and a modest adjustment to the discount rate in their updated outlook.Price Target Changed • Oct 29Price target increased by 8.3% to CA$70.03Up from CA$64.69, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$72.71. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$2.02 for next year compared to US$1.39 last year.Price Target Changed • Oct 27Price target increased by 7.3% to CA$68.19Up from CA$63.56, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$70.74. Stock is up 74% over the past year. The company is forecast to post earnings per share of US$2.00 for next year compared to US$1.39 last year.分析記事 • Oct 25Is Now The Time To Look At Buying Badger Infrastructure Solutions Ltd. (TSE:BDGI)?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), is not the largest company out there, but it received a lot of...ナラティブの更新 • Oct 22Analysts Raise Badger Infrastructure Solutions Price Target Amid Optimism and Cautious OutlookAnalysts have revised their price target for Badger Infrastructure Solutions upwards from C$63 to C$70. This change is based on improved revenue growth expectations and a slight reduction in the company’s discount rate.お知らせ • Oct 09Badger Infrastructure Solutions Ltd. to Report Q3, 2025 Results on Nov 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025分析記事 • Oct 08Estimating The Fair Value Of Badger Infrastructure Solutions Ltd. (TSE:BDGI)Key Insights The projected fair value for Badger Infrastructure Solutions is CA$78.01 based on 2 Stage Free Cash Flow...ナラティブの更新 • Oct 08North American Infrastructure Expansion Will Sustain Excavation DemandThe analyst price target for Badger Infrastructure Solutions has increased from C$63 to C$70. Analysts cite improved growth outlook and profitability in their updated forecasts.Upcoming Dividend • Sep 22Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (0.6%).分析記事 • Aug 22Badger Infrastructure Solutions (TSE:BDGI) Has Announced A Dividend Of $0.1875Badger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) investors are due to receive a payment of $0.1875 per share on 15th...Price Target Changed • Aug 05Price target increased by 7.6% to CA$58.81Up from CA$54.66, the current price target is an average from 8 analysts. New target price is 12% above last closing price of CA$52.61. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$1.92 for next year compared to US$1.39 last year.分析記事 • Aug 03Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be $0.1875The board of Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.1875 per...Declared Dividend • Aug 03Second quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 29th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.55 (up from US$0.34 in 2Q 2024). Revenue: US$208.2m (up 11% from 2Q 2024). Net income: US$18.5m (up 55% from 2Q 2024). Profit margin: 8.9% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31Badger Infrastructure Solutions Ltd. Approves Cash Dividend for the Third Fiscal Quarter of 2025, Payable on or After October 15, 2025Badger Infrastructure Solutions Ltd. announced that board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the third fiscal quarter of 2025, with payment to be made on or after October 15, 2025, to all shareholders of record on September 30, 2025.Price Target Changed • Jul 17Price target increased by 10% to CA$54.16Up from CA$49.22, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$54.52. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$1.91 for next year compared to US$1.39 last year.お知らせ • Jul 17Badger Infrastructure Solutions Ltd. to Report Q2, 2025 Results on Jul 30, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Upcoming Dividend • Jun 23Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (0.6%).分析記事 • May 03Badger Infrastructure Solutions (TSE:BDGI) Has Announced A Dividend Of $0.1875Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.1875 per share on the...Declared Dividend • May 02First quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.096 (up from US$0.052 in 1Q 2024). Revenue: US$172.6m (up 6.9% from 1Q 2024). Net income: US$3.26m (up 83% from 1Q 2024). Profit margin: 1.9% (up from 1.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.分析記事 • May 01Investor Optimism Abounds Badger Infrastructure Solutions Ltd. (TSE:BDGI) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 20.2x Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) may be sending...お知らせ • Apr 30Badger Infrastructure Solutions Ltd. Approves Quarterly Cash Dividend for the Second Fiscal Quarter of 2025, Payable Made on or After July 15, 2025Badger Infrastructure Solutions Ltd. announced that the board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the second fiscal quarter of 2025, with payment to be made on or after July 15, 2025, to all shareholders of record on June 30, 2025.お知らせ • Apr 10Badger Infrastructure Solutions Ltd. to Report Q1, 2025 Results on Apr 29, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025Upcoming Dividend • Mar 27Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (0.7%).分析記事 • Mar 14Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be Increased To $0.1875Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will be increasing its dividend from last...Declared Dividend • Mar 13Fourth quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st March 2025 Payment date: 15th April 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 10Badger Infrastructure Solutions Ltd., Annual General Meeting, Apr 30, 2025Badger Infrastructure Solutions Ltd., Annual General Meeting, Apr 30, 2025.Reported Earnings • Mar 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.39 (up from US$1.21 in FY 2023). Revenue: US$745.0m (up 8.9% from FY 2023). Net income: US$47.9m (up 15% from FY 2023). Profit margin: 6.4% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06Badger Infrastructure Solutions Ltd. Declares Quarterly Cash Dividend for the First Fiscal Quarter of 2025, Payable on or About April 15, 2025The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4.2% increase to the quarterly cash dividend from CAD 0.18 per common share to CAD 0.1875 per common share effective the first fiscal quarter of 2025, with payment to be made on or about April 15, 2025, to all shareholders of record at the close of business on March 31, 2025.お知らせ • Feb 21Badger Infrastructure Solutions Ltd. to Report Q4, 2024 Results on Mar 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025新しいナラティブ • Feb 06New Infrastructure Projects In Canada And US Will Strengthen Future Market Position Anticipated recovery in Canadian markets and U.S. elections clarity could drive future revenue growth from delayed projects. Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director George Williams was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$42.02, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Construction industry in Canada. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$63.88 per share.分析記事 • Dec 20Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be $0.18Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.18 per share on the...Declared Dividend • Dec 19Third quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 19Badger Infrastructure Solutions Ltd. Announces Appointment of George Williams to Board of Directors, Effective January 1, 2025Badger Infrastructure Solutions Ltd. announced the appointment of George Williams to the Company’s Board of Directors, effective January 1, 2025. George is the former chair and Chief Executive Officer of PMI Energy Solutions. He has 40+ years in the utility industry and hands-on operations experience from executive and senior leadership roles at El Paso Electric Company, Exelon Corporation, Entergy Corporation, PPL Corporation and Progress Energy. George has a history of nonprofit, private and public company board service. In 2024, George began serving on the Board of Directors for Capital Power Corporation, a TSX-listed, multi-billion-dollar independent power producer, where he is a member of the People, Culture and Governance Committee and the Health, Safety and Environmental Committee. Additionally, in 2023, George returned to the Board of Directors for UL Solutions Inc., a NYSE-listed, multi-billion-dollar international testing, inspection and certification company, where he is a member of the Nominating and Corporate Governance Committee and the Human Capital and Compensation Committee, and formerly served on the Auditing, Public Safety and External Affairs, and Finance committees. George currently serves as the Chairman of the Board of Trustees for the UL Research Institutes, and formerly served as the chair of its Governance and Compensation Committee. George also served on the Board of Directors for the American Association of Blacks in Energy (AABE), including as Chairman, as well as the Illinois Black Chamber of Commerce, Quad County Urban League, Black Creativity Advisory Board for the Chicago Museum of Science & Industry, Middle States Electrical Contractors Association, and Tuskegee Next Board of Directors. George, who resides in Naperville, Illinois, holds a Master of Business Administration from Saint Joseph’s University and a Bachelor of Science in Electrical Engineering from Widener University.お知らせ • Dec 13Badger Infrastructure Solutions Ltd. Announces Fourth Quarter 2024 Cash Dividend, Payable on or About January 15, 2025Badger Infrastructure Solutions Ltd. announced that the Board of Directors of Badger approved a quarterly cash dividend for the fourth quarter of 2024 of $0.18 per common share, which equates to $0.72 per common share on an annualized basis. Payment will be made on or about January 15, 2025, to shareholders of record on December 31, 2024.分析記事 • Nov 06Is Badger Infrastructure Solutions Ltd. (TSE:BDGI) Potentially Undervalued?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), is not the largest company out there, but it received a lot of...Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: US$0.68 (up from US$0.68 in 3Q 2023). Revenue: US$209.4m (up 7.1% from 3Q 2023). Net income: US$23.3m (flat on 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (0.7%).Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.59 to US$1.42 per share. Revenue forecast steady at US$749.2m. Net income forecast to grow 54% next year vs 41% growth forecast for Construction industry in Canada. Consensus price target down from CA$51.16 to CA$49.31. Share price fell 2.4% to CA$37.66 over the past week.分析記事 • Aug 06Badger Infrastructure Solutions (TSE:BDGI) Is Paying Out A Dividend Of $0.18Badger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) investors are due to receive a payment of $0.18 per share on 15th...Declared Dividend • Aug 05Second quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: US$0.34 (up from US$0.32 in 2Q 2023). Revenue: US$186.8m (up 8.7% from 2Q 2023). Net income: US$11.9m (up 8.1% from 2Q 2023). Profit margin: 6.4% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Badger Infrastructure Solutions Ltd. to Report Q2, 2024 Results on Aug 01, 2024Badger Infrastructure Solutions Ltd. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024分析記事 • Jul 05Shareholders Should Be Pleased With Badger Infrastructure Solutions Ltd.'s (TSE:BDGI) PriceBadger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like...Upcoming Dividend • Jun 21Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 28 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Canadian dividend payers (6.5%). Higher than average of industry peers (0.8%).分析記事 • Jun 15Badger Infrastructure Solutions (TSE:BDGI) Is Due To Pay A Dividend Of $0.18The board of Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend on the 15th of...分析記事 • Jun 06Should You Think About Buying Badger Infrastructure Solutions Ltd. (TSE:BDGI) Now?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), might not be a large cap stock, but it received a lot of attention...分析記事 • May 07Badger Infrastructure Solutions (TSE:BDGI) Will Pay A Dividend Of $0.18Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) will pay a dividend of $0.18 on the 15th of July. The dividend yield...Declared Dividend • May 06First quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 02First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.052 (down from US$0.08 in 1Q 2023). Revenue: US$161.6m (up 13% from 1Q 2023). Net income: US$1.78m (down 36% from 1Q 2023). Profit margin: 1.1% (down from 1.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • May 02Badger Infrastructure Solutions Ltd. Announces Quarterly Cash Dividend for the Second Fiscal Quarter of 2024, Payable on or After July 15, 2024The Board of Directors of Badger Infrastructure Solutions Ltd. has approved the quarterly cash dividend of CAD 0.18 per common share for the second fiscal quarter of 2024, with payment to be made on or after July 15, 2024, to all shareholders of record on June 30, 2024.分析記事 • Apr 19Some Investors May Be Worried About Badger Infrastructure Solutions' (TSE:BDGI) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...お知らせ • Apr 03Badger Infrastructure Solutions Ltd. to Report Q1, 2024 Results on May 01, 2024Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2024 results After-Market on May 01, 2024分析記事 • Mar 22Getting In Cheap On Badger Infrastructure Solutions Ltd. (TSE:BDGI) Might Be DifficultWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 13x, you may consider...Upcoming Dividend • Mar 20Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 43% and the cash payout ratio is 89%. Trailing yield: 1.5%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (0.7%).Declared Dividend • Mar 04Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$1.21 (up from US$0.53 in FY 2022). Revenue: US$683.8m (up 20% from FY 2022). Net income: US$41.8m (up 128% from FY 2022). Profit margin: 6.1% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 01+ 2 more updatesBadger Infrastructure Solutions Ltd. Increases Quarterly Cash Dividend, Payable on or About April 15, 2024The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4.3% increase to the quarterly cash dividend of CAD 0.1725 per common share to CAD 0.18 per common share effective with the dividend for the first fiscal quarter of 2024, with payment to be made on or about April 15, 2024, to all shareholders of record at the close of business on March 31, 2024.収支内訳Badger Infrastructure Solutions 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TSX:BDGI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 268625780031 Dec 258325985030 Sep 258056273030 Jun 257775659031 Mar 257564947031 Dec 247454853030 Sep 247314257030 Jun 247174265031 Mar 247024167031 Dec 236844259030 Sep 236604154030 Jun 236283347031 Mar 236002649031 Dec 225711845030 Sep 22543942030 Jun 22516540031 Mar 22482-237031 Dec 21454-939030 Sep 21436-338030 Jun 21428143031 Mar 21421449031 Dec 204391938030 Sep 204442936030 Jun 204553629031 Mar 204584228031 Dec 195044641030 Sep 195065142030 Jun 195005143031 Mar 194804938031 Dec 184515029030 Sep 184405927030 Jun 184125027031 Mar 184015418031 Dec 173955218030 Sep 173813417030 Jun 173452916031 Mar 173132218031 Dec 163012216030 Sep 163013216030 Jun 163023612031 Mar 163022412031 Dec 152922811030 Sep 153072610030 Jun 1533127100質の高い収益: BDGIは 高品質の収益 を持っています。利益率の向上: BDGIの現在の純利益率 (6.6%)は、昨年(6.5%)よりも高くなっています。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: BDGIの収益は過去 5 年間で年間46.9%増加しました。成長の加速: BDGIの過去 1 年間の収益成長率 ( 15.2% ) は、5 年間の平均 ( 年間46.9%を下回っています。収益対業界: BDGIの過去 1 年間の収益成長率 ( 15.2% ) Construction業界27.5%を上回りませんでした。株主資本利益率高いROE: BDGIの 自己資本利益率 ( 19.5% ) 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7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/05/21 16:28終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Badger Infrastructure Solutions Ltd. 9 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。12 アナリスト機関Trevor ReynoldsAcumen Capital Finance Partners LimitedBrent WatsonATB Cormark Historical (Cormark Securities)John GibsonBMO Capital Markets Equity Research9 その他のアナリストを表示
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.026 (vs US$0.096 in 1Q 2025)First quarter 2026 results: EPS: US$0.026 (down from US$0.096 in 1Q 2025). Revenue: US$203.2m (up 18% from 1Q 2025). Net income: US$862.0k (down 74% from 1Q 2025). Profit margin: 0.4% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 02Badger Infrastructure Solutions Ltd. to Report Q1, 2026 Results on Apr 30, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.75 (up from US$1.39 in FY 2024). Revenue: US$831.7m (up 12% from FY 2024). Net income: US$59.2m (up 24% from FY 2024). Profit margin: 7.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 30% per year.
お知らせ • Feb 09Badger Infrastructure Solutions Ltd. to Report Q4, 2025 Results on Mar 05, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2025 results After-Market on Mar 05, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.86 (vs US$0.68 in 3Q 2024)Third quarter 2025 results: EPS: US$0.86 (up from US$0.68 in 3Q 2024). Revenue: US$237.3m (up 13% from 3Q 2024). Net income: US$29.0m (up 25% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Oct 09Badger Infrastructure Solutions Ltd. to Report Q3, 2025 Results on Nov 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
ライブニュース • May 15Badger Infrastructure Solutions Names New COO and Closes C$300 Million Note OfferingBadger Infrastructure Solutions has appointed Logan Mellott as Chief Operating Officer, expanding his responsibilities from senior leadership of operations, strategic initiatives, and fleet management to overseeing day-to-day operations and execution of long-term plans. The company recently completed a private placement of C$300 million senior unsecured notes due 2031, with a 5.375% annual interest rate, led by CIBC World Markets and TD Securities. Badger plans to use the note proceeds to repay indebtedness under its credit facilities, including its term facility, in line with its stated focus on maintaining a strong balance sheet while pursuing growth objectives. Taken together, the new COO appointment and the refinancing move indicate management attention on operational execution and capital structure at the same time as the company reports record revenue and strong organic growth. You may want to monitor how interest costs on the new notes compare with those on the retired credit facilities and how effectively the new COO translates recent operating momentum into consistent performance over the next few reporting periods.
お知らせ • May 12Badger Infrastructure Solutions Ltd. Announces Appointment of Logan Mellott as Chief Operating Officer, Effective May 11, 2026Badger Infrastructure Solutions Ltd. announced the appointment of Logan Mellott as Chief Operating Officer, effective May 11, 2026. Prior to this appointment, Mr. Mellott served as Senior Vice President, Operations, Strategic Initiatives and Fleet. Mr. Mellott is a revenue-driven executive known for scaling high-performing teams, aligning sales and operations, and delivering measurable results across complex, asset-heavy industries. Since joining Badger in 2021, Mr. Mellott has played a pivotal role in enhancing organizational performance, supporting growth, and fostering a results-driven culture, including recruiting top talent that has meaningfully strengthened the Company's field leadership teams. Market assessments conducted under his leadership have helped lay the foundation for the Company's next phase of strategic growth. Prior to Badger, Mr. Mellott held roles of increasing responsibility at Ritchie Bros. over a 15-year tenure, leading multinational teams in support of the construction, rental, and transportation industries. He contributed to key strategic initiatives, including mergers and acquisitions, international expansion, and the development of customer-facing technology solutions.
ナラティブの更新 • May 11BDGI: Dividend And Margin Resilience Will Underpin Future Earnings With Balanced Upside RiskBadger Infrastructure Solutions' fair value estimate has moved from CA$76.78 to CA$83.17 as analysts factor in revised revenue growth assumptions, updated long term P/E expectations, and a series of recent price target increases and rating upgrades across the Street. Analyst Commentary Recent Street research on Badger Infrastructure Solutions has been active, with several firms updating price targets and ratings in a relatively short window.
お知らせ • May 08Badger Infrastructure Solutions Ltd. announced that it expects to receive CAD 300 million in fundingBadger Infrastructure Solutions Ltd. announced a private placement offering for gross proceeds of CAD 300,000,000 on May 7, 2026. The company will issue senior unsecured notes due 2031, at a price of CAD 1,000 per CAD 1,000 principal amount of Notes, with an interest rate of 5.375% per annum. The offering is expected to close on or about May 14, 2026, subject to customary closing conditions.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CA$83.08, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 214% over the past three years.
Declared Dividend • May 06First quarter dividend of CA$0.20 announcedShareholders will receive a dividend of CA$0.20. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 04Price target increased by 8.3% to CA$83.17Up from CA$76.78, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CA$80.22. Stock is up 99% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$1.75 last year.
お知らせ • May 03Badger Infrastructure Solutions Ltd Approves A Quarterly Cash Dividend on Common Share for the Second Fiscal Quarter of 2026, Payable on or After July 15, 2026Badger Infrastructure Solutions Ltd. board of directors has approved a quarterly cash dividend of CAD 0.195 per common share for the second fiscal quarter of 2026, to all shareholders of record at the close of business on June 30, 2026, with payment to be made on or after July 15, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.026 (vs US$0.096 in 1Q 2025)First quarter 2026 results: EPS: US$0.026 (down from US$0.096 in 1Q 2025). Revenue: US$203.2m (up 18% from 1Q 2025). Net income: US$862.0k (down 74% from 1Q 2025). Profit margin: 0.4% (down from 1.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブの更新 • Apr 23BDGI: Dividend And Margin Resilience Will Support Future Earnings PowerAnalysts have nudged their fair value estimate for Badger Infrastructure Solutions slightly lower to about CA$76.78 from roughly CA$77.56, reflecting a mix of trimmed Street price targets, such as BMO Capital's move to CA$80, and more cautious views on growth and margins alongside a higher assumed future P/E multiple. Analyst Commentary Recent research views on Badger Infrastructure Solutions have been mixed, with some analysts adjusting targets modestly while others are taking a more cautious stance on valuation and execution risk.
ナラティブの更新 • Apr 09BDGI: Dividend Growth And Margin Strength Will Support Future Earnings PowerNarrative Update on Badger Infrastructure Solutions The analyst price target for Badger Infrastructure Solutions has been reduced by CA$5 to CA$80. Analysts cite more tempered revenue growth expectations, along with slightly stronger projected profit margins and a similar forward P/E profile, as the key factors behind this revision.
お知らせ • Apr 04Badger Infrastructure Solutions Ltd., Annual General Meeting, May 01, 2026Badger Infrastructure Solutions Ltd., Annual General Meeting, May 01, 2026. Location: lumi experience studio, 1400, 225 - 6th avenue sw, ab t2p 1n2 ., calgary Canada
お知らせ • Apr 02Badger Infrastructure Solutions Ltd. to Report Q1, 2026 Results on Apr 30, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
ナラティブの更新 • Mar 26BDGI: Hold Revisions Will Highlight Dividend Support And Future Earnings PowerNarrative Update Analysts have reduced their blended price target on Badger Infrastructure Solutions by CA$5 to CA$80. This change reflects updated assumptions, including a slightly lower forward P/E multiple and recent price target and rating changes from the Street.
Recent Insider Transactions • Mar 20CEO, President & Director recently bought CA$254k worth of stockOn the 13th of March, Robert Blackadar bought around 4k shares on-market at roughly CA$63.48 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of CA$386k worth in shares.
Recent Insider Transactions • Mar 16CEO, President & Director recently bought CA$254k worth of stockOn the 13th of March, Robert Blackadar bought around 4k shares on-market at roughly CA$63.48 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of CA$297k worth in shares.
Declared Dividend • Mar 15Fourth quarter dividend of CA$0.20 announcedShareholders will receive a dividend of CA$0.20. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 1.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 7.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Mar 13Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$915.6m to US$933.8m. EPS estimate fell from US$2.54 to US$2.19 per share. Net income forecast to grow 26% next year vs 28% growth forecast for Construction industry in Canada. Consensus price target down from CA$82.47 to CA$77.56. Share price fell 12% to CA$62.27 over the past week.
ナラティブの更新 • Mar 11BDGI: Hold Revisions Will Highlight Undervalued Setup And Future Earnings PowerNarrative Update The updated analyst price target for Badger Infrastructure Solutions moves to CA$80 from CA$85 as analysts factor in revised assumptions around fair value, margins and a higher future P/E multiple following recent rating changes and target cuts. Analyst Commentary Recent Street research around Badger Infrastructure Solutions reflects a more cautious tone, centered on valuation and how much future execution is already priced into the shares.
Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.75 (up from US$1.39 in FY 2024). Revenue: US$831.7m (up 12% from FY 2024). Net income: US$59.2m (up 24% from FY 2024). Profit margin: 7.1% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 30% per year.
お知らせ • Mar 06Badger Infrastructure Solutions Ltd. Approves Cash Dividend for the First Fiscal Quarter of 2026, Payable on or after April 15, 2026The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4% increase to the quarterly cash dividend from CAD 0.1875 per common share to CAD 0.195 per common share for the first fiscal quarter of 2026, to all shareholders of record at the close of business on March 31, 2026, with payment to be made on or after April 15, 2026.
ナラティブの更新 • Feb 25BDGI: Hold Shift Will Highlight Undervalued Setup And Earnings ResilienceAnalysts have inched their fair value estimate for Badger Infrastructure Solutions higher from about CA$81.94 to roughly CA$82.47, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. These factors now point to a richer valuation backdrop and help explain the recent shift to Hold ratings.
ナラティブの更新 • Feb 10BDGI: Hold Rerating Will Highlight Earnings Resilience And Fine Tuning Of AssumptionsBadger Infrastructure Solutions’ analyst price target has been adjusted slightly higher to reflect updated fair value assumptions around $81.94. Analysts cite modest tweaks in the discount rate, revenue growth, profit margin and future P/E expectations following recent rating changes to Hold.
お知らせ • Feb 09Badger Infrastructure Solutions Ltd. to Report Q4, 2025 Results on Mar 05, 2026Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2025 results After-Market on Mar 05, 2026
Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to CA$69.04. The fair value is estimated to be CA$86.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
ナラティブの更新 • Jan 26BDGI: Fair Outlook Will Highlight Margin Shift And Ongoing Pause In BuybacksAnalysts have raised their price target for Badger Infrastructure Solutions from about $80.06 to roughly $81.83, citing updated assumptions for revenue growth, profit margins and future P/E levels as part of a fair value adjustment. What's in the News From July 1, 2025 to August 25, 2025, the company reported no share repurchases.
ナラティブの更新 • Jan 11BDGI: Fair Outlook Will Emphasize Margin Drift And Pause In BuybacksAnalysts have trimmed their price target for Badger Infrastructure Solutions to about $80.06 from $80.50, reflecting updated assumptions for slightly higher discount rates and revenue growth, paired with modestly lower profit margin and future P/E expectations. What's in the News From July 1, 2025 to August 25, 2025, Badger Infrastructure Solutions reported no share repurchases.
分析記事 • Jan 11With EPS Growth And More, Badger Infrastructure Solutions (TSE:BDGI) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Upcoming Dividend • Dec 24Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (0.6%).
ナラティブの更新 • Dec 19BDGI: Raised Price Outlook Will Highlight Margin Pressures And Prudent Buyback DisciplineAnalysts have raised their price target for Badger Infrastructure Solutions from C$63 to C$70, reflecting slightly faster expected revenue growth, a modestly lower discount rate, and a higher future earnings multiple, even as profit margin forecasts edge down. Analyst Commentary Bullish analysts interpret the higher price target as confirmation that Badger Infrastructure Solutions is executing well against its growth strategy, with improving visibility into future revenue streams.
ナラティブの更新 • Dec 05BDGI: Future Margin Stability And Buyback Discipline Will Guide Balanced OutlookAnalysts have raised their price target on Badger Infrastructure Solutions, citing slightly stronger long term growth assumptions and modestly higher valuation multiples, which increases the fair value estimate from approximately C$77.69 to about C$78.39 per share. Analyst Commentary Bullish analysts view the higher price target as a reflection of improving confidence in Badger Infrastructure Solutions execution capabilities and long term growth trajectory, particularly as end market demand for infrastructure services remains resilient.
ナラティブの更新 • Nov 21BDGI: Share Buybacks And Improved Margins Will Guide Measured Long-Term OutlookThe analyst price target for Badger Infrastructure Solutions has increased from C$63 to C$70. Analysts cite expectations of stronger revenue growth, improved profit margins, and a higher fair value for the company.
Declared Dividend • Nov 09Third quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 5.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Badger Infrastructure Solutions Ltd. Approves Quarterly Cash Dividend for the Fourth Fiscal Quarter of 2025, Payable on or After January 15, 2026Badger Infrastructure Solutions Ltd. board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the fourth fiscal quarter of 2025, to all shareholders of record at the close of business on December 31, 2025, with payment to be made on or after January 15, 2026.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.86 (vs US$0.68 in 3Q 2024)Third quarter 2025 results: EPS: US$0.86 (up from US$0.68 in 3Q 2024). Revenue: US$237.3m (up 13% from 3Q 2024). Net income: US$29.0m (up 25% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 33% per year.
ナラティブの更新 • Nov 05BDGI: Share Repurchase Plan And Steady Execution Will Shape Future PerformanceAnalysts have raised their price target for Badger Infrastructure Solutions from C$66.19 to C$70.03. They cite higher anticipated revenue growth, improved profit margins, and a modest adjustment to the discount rate in their updated outlook.
Price Target Changed • Oct 29Price target increased by 8.3% to CA$70.03Up from CA$64.69, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$72.71. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$2.02 for next year compared to US$1.39 last year.
Price Target Changed • Oct 27Price target increased by 7.3% to CA$68.19Up from CA$63.56, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$70.74. Stock is up 74% over the past year. The company is forecast to post earnings per share of US$2.00 for next year compared to US$1.39 last year.
分析記事 • Oct 25Is Now The Time To Look At Buying Badger Infrastructure Solutions Ltd. (TSE:BDGI)?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), is not the largest company out there, but it received a lot of...
ナラティブの更新 • Oct 22Analysts Raise Badger Infrastructure Solutions Price Target Amid Optimism and Cautious OutlookAnalysts have revised their price target for Badger Infrastructure Solutions upwards from C$63 to C$70. This change is based on improved revenue growth expectations and a slight reduction in the company’s discount rate.
お知らせ • Oct 09Badger Infrastructure Solutions Ltd. to Report Q3, 2025 Results on Nov 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
分析記事 • Oct 08Estimating The Fair Value Of Badger Infrastructure Solutions Ltd. (TSE:BDGI)Key Insights The projected fair value for Badger Infrastructure Solutions is CA$78.01 based on 2 Stage Free Cash Flow...
ナラティブの更新 • Oct 08North American Infrastructure Expansion Will Sustain Excavation DemandThe analyst price target for Badger Infrastructure Solutions has increased from C$63 to C$70. Analysts cite improved growth outlook and profitability in their updated forecasts.
Upcoming Dividend • Sep 22Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (0.6%).
分析記事 • Aug 22Badger Infrastructure Solutions (TSE:BDGI) Has Announced A Dividend Of $0.1875Badger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) investors are due to receive a payment of $0.1875 per share on 15th...
Price Target Changed • Aug 05Price target increased by 7.6% to CA$58.81Up from CA$54.66, the current price target is an average from 8 analysts. New target price is 12% above last closing price of CA$52.61. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$1.92 for next year compared to US$1.39 last year.
分析記事 • Aug 03Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be $0.1875The board of Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.1875 per...
Declared Dividend • Aug 03Second quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 29th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.55 (up from US$0.34 in 2Q 2024). Revenue: US$208.2m (up 11% from 2Q 2024). Net income: US$18.5m (up 55% from 2Q 2024). Profit margin: 8.9% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31Badger Infrastructure Solutions Ltd. Approves Cash Dividend for the Third Fiscal Quarter of 2025, Payable on or After October 15, 2025Badger Infrastructure Solutions Ltd. announced that board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the third fiscal quarter of 2025, with payment to be made on or after October 15, 2025, to all shareholders of record on September 30, 2025.
Price Target Changed • Jul 17Price target increased by 10% to CA$54.16Up from CA$49.22, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$54.52. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$1.91 for next year compared to US$1.39 last year.
お知らせ • Jul 17Badger Infrastructure Solutions Ltd. to Report Q2, 2025 Results on Jul 30, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Upcoming Dividend • Jun 23Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (0.6%).
分析記事 • May 03Badger Infrastructure Solutions (TSE:BDGI) Has Announced A Dividend Of $0.1875Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.1875 per share on the...
Declared Dividend • May 02First quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.096 (up from US$0.052 in 1Q 2024). Revenue: US$172.6m (up 6.9% from 1Q 2024). Net income: US$3.26m (up 83% from 1Q 2024). Profit margin: 1.9% (up from 1.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
分析記事 • May 01Investor Optimism Abounds Badger Infrastructure Solutions Ltd. (TSE:BDGI) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 20.2x Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) may be sending...
お知らせ • Apr 30Badger Infrastructure Solutions Ltd. Approves Quarterly Cash Dividend for the Second Fiscal Quarter of 2025, Payable Made on or After July 15, 2025Badger Infrastructure Solutions Ltd. announced that the board of directors has approved a quarterly cash dividend of CAD 0.1875 per common share for the second fiscal quarter of 2025, with payment to be made on or after July 15, 2025, to all shareholders of record on June 30, 2025.
お知らせ • Apr 10Badger Infrastructure Solutions Ltd. to Report Q1, 2025 Results on Apr 29, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
Upcoming Dividend • Mar 27Upcoming dividend of CA$0.19 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (0.7%).
分析記事 • Mar 14Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be Increased To $0.1875Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will be increasing its dividend from last...
Declared Dividend • Mar 13Fourth quarter dividend of CA$0.19 announcedShareholders will receive a dividend of CA$0.19. Ex-date: 31st March 2025 Payment date: 15th April 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 10Badger Infrastructure Solutions Ltd., Annual General Meeting, Apr 30, 2025Badger Infrastructure Solutions Ltd., Annual General Meeting, Apr 30, 2025.
Reported Earnings • Mar 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.39 (up from US$1.21 in FY 2023). Revenue: US$745.0m (up 8.9% from FY 2023). Net income: US$47.9m (up 15% from FY 2023). Profit margin: 6.4% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06Badger Infrastructure Solutions Ltd. Declares Quarterly Cash Dividend for the First Fiscal Quarter of 2025, Payable on or About April 15, 2025The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4.2% increase to the quarterly cash dividend from CAD 0.18 per common share to CAD 0.1875 per common share effective the first fiscal quarter of 2025, with payment to be made on or about April 15, 2025, to all shareholders of record at the close of business on March 31, 2025.
お知らせ • Feb 21Badger Infrastructure Solutions Ltd. to Report Q4, 2024 Results on Mar 05, 2025Badger Infrastructure Solutions Ltd. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025
新しいナラティブ • Feb 06New Infrastructure Projects In Canada And US Will Strengthen Future Market Position Anticipated recovery in Canadian markets and U.S. elections clarity could drive future revenue growth from delayed projects.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director George Williams was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$42.02, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 27x in the Construction industry in Canada. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$63.88 per share.
分析記事 • Dec 20Badger Infrastructure Solutions' (TSE:BDGI) Dividend Will Be $0.18Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend of $0.18 per share on the...
Declared Dividend • Dec 19Third quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 76% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 19Badger Infrastructure Solutions Ltd. Announces Appointment of George Williams to Board of Directors, Effective January 1, 2025Badger Infrastructure Solutions Ltd. announced the appointment of George Williams to the Company’s Board of Directors, effective January 1, 2025. George is the former chair and Chief Executive Officer of PMI Energy Solutions. He has 40+ years in the utility industry and hands-on operations experience from executive and senior leadership roles at El Paso Electric Company, Exelon Corporation, Entergy Corporation, PPL Corporation and Progress Energy. George has a history of nonprofit, private and public company board service. In 2024, George began serving on the Board of Directors for Capital Power Corporation, a TSX-listed, multi-billion-dollar independent power producer, where he is a member of the People, Culture and Governance Committee and the Health, Safety and Environmental Committee. Additionally, in 2023, George returned to the Board of Directors for UL Solutions Inc., a NYSE-listed, multi-billion-dollar international testing, inspection and certification company, where he is a member of the Nominating and Corporate Governance Committee and the Human Capital and Compensation Committee, and formerly served on the Auditing, Public Safety and External Affairs, and Finance committees. George currently serves as the Chairman of the Board of Trustees for the UL Research Institutes, and formerly served as the chair of its Governance and Compensation Committee. George also served on the Board of Directors for the American Association of Blacks in Energy (AABE), including as Chairman, as well as the Illinois Black Chamber of Commerce, Quad County Urban League, Black Creativity Advisory Board for the Chicago Museum of Science & Industry, Middle States Electrical Contractors Association, and Tuskegee Next Board of Directors. George, who resides in Naperville, Illinois, holds a Master of Business Administration from Saint Joseph’s University and a Bachelor of Science in Electrical Engineering from Widener University.
お知らせ • Dec 13Badger Infrastructure Solutions Ltd. Announces Fourth Quarter 2024 Cash Dividend, Payable on or About January 15, 2025Badger Infrastructure Solutions Ltd. announced that the Board of Directors of Badger approved a quarterly cash dividend for the fourth quarter of 2024 of $0.18 per common share, which equates to $0.72 per common share on an annualized basis. Payment will be made on or about January 15, 2025, to shareholders of record on December 31, 2024.
分析記事 • Nov 06Is Badger Infrastructure Solutions Ltd. (TSE:BDGI) Potentially Undervalued?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), is not the largest company out there, but it received a lot of...
Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: US$0.68 (up from US$0.68 in 3Q 2023). Revenue: US$209.4m (up 7.1% from 3Q 2023). Net income: US$23.3m (flat on 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (0.7%).
Major Estimate Revision • Aug 08Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.59 to US$1.42 per share. Revenue forecast steady at US$749.2m. Net income forecast to grow 54% next year vs 41% growth forecast for Construction industry in Canada. Consensus price target down from CA$51.16 to CA$49.31. Share price fell 2.4% to CA$37.66 over the past week.
分析記事 • Aug 06Badger Infrastructure Solutions (TSE:BDGI) Is Paying Out A Dividend Of $0.18Badger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) investors are due to receive a payment of $0.18 per share on 15th...
Declared Dividend • Aug 05Second quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: US$0.34 (up from US$0.32 in 2Q 2023). Revenue: US$186.8m (up 8.7% from 2Q 2023). Net income: US$11.9m (up 8.1% from 2Q 2023). Profit margin: 6.4% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Badger Infrastructure Solutions Ltd. to Report Q2, 2024 Results on Aug 01, 2024Badger Infrastructure Solutions Ltd. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
分析記事 • Jul 05Shareholders Should Be Pleased With Badger Infrastructure Solutions Ltd.'s (TSE:BDGI) PriceBadger Infrastructure Solutions Ltd.'s ( TSE:BDGI ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like...
Upcoming Dividend • Jun 21Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 28 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Canadian dividend payers (6.5%). Higher than average of industry peers (0.8%).
分析記事 • Jun 15Badger Infrastructure Solutions (TSE:BDGI) Is Due To Pay A Dividend Of $0.18The board of Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) has announced that it will pay a dividend on the 15th of...
分析記事 • Jun 06Should You Think About Buying Badger Infrastructure Solutions Ltd. (TSE:BDGI) Now?Badger Infrastructure Solutions Ltd. ( TSE:BDGI ), might not be a large cap stock, but it received a lot of attention...
分析記事 • May 07Badger Infrastructure Solutions (TSE:BDGI) Will Pay A Dividend Of $0.18Badger Infrastructure Solutions Ltd. ( TSE:BDGI ) will pay a dividend of $0.18 on the 15th of July. The dividend yield...
Declared Dividend • May 06First quarter dividend of CA$0.18 announcedShareholders will receive a dividend of CA$0.18. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 02First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.052 (down from US$0.08 in 1Q 2023). Revenue: US$161.6m (up 13% from 1Q 2023). Net income: US$1.78m (down 36% from 1Q 2023). Profit margin: 1.1% (down from 1.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • May 02Badger Infrastructure Solutions Ltd. Announces Quarterly Cash Dividend for the Second Fiscal Quarter of 2024, Payable on or After July 15, 2024The Board of Directors of Badger Infrastructure Solutions Ltd. has approved the quarterly cash dividend of CAD 0.18 per common share for the second fiscal quarter of 2024, with payment to be made on or after July 15, 2024, to all shareholders of record on June 30, 2024.
分析記事 • Apr 19Some Investors May Be Worried About Badger Infrastructure Solutions' (TSE:BDGI) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
お知らせ • Apr 03Badger Infrastructure Solutions Ltd. to Report Q1, 2024 Results on May 01, 2024Badger Infrastructure Solutions Ltd. announced that they will report Q1, 2024 results After-Market on May 01, 2024
分析記事 • Mar 22Getting In Cheap On Badger Infrastructure Solutions Ltd. (TSE:BDGI) Might Be DifficultWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Upcoming Dividend • Mar 20Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 43% and the cash payout ratio is 89%. Trailing yield: 1.5%. Lower than top quartile of Canadian dividend payers (6.4%). Higher than average of industry peers (0.7%).
Declared Dividend • Mar 04Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 68% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$1.21 (up from US$0.53 in FY 2022). Revenue: US$683.8m (up 20% from FY 2022). Net income: US$41.8m (up 128% from FY 2022). Profit margin: 6.1% (up from 3.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 01+ 2 more updatesBadger Infrastructure Solutions Ltd. Increases Quarterly Cash Dividend, Payable on or About April 15, 2024The board of directors of Badger Infrastructure Solutions Ltd. has approved a 4.3% increase to the quarterly cash dividend of CAD 0.1725 per common share to CAD 0.18 per common share effective with the dividend for the first fiscal quarter of 2024, with payment to be made on or about April 15, 2024, to all shareholders of record at the close of business on March 31, 2024.
