View ValuationBird Construction 将来の成長Future 基準チェック /46Bird Constructionは、49.2%と12.1%でそれぞれ年率49.2%で利益と収益が成長すると予測される一方、EPSはgrowで50.1%年率。主要情報49.2%収益成長率50.09%EPS成長率Construction 収益成長15.9%収益成長率12.1%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日02 Jun 2026今後の成長に関する最新情報Price Target Changed • Apr 27Price target increased by 11% to CA$51.55Up from CA$46.30, the current price target is an average from 8 analysts. New target price is 7.0% above last closing price of CA$48.16. Stock is up 129% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.Price Target Changed • Apr 17Price target increased by 9.7% to CA$47.93Up from CA$43.68, the current price target is an average from 8 analysts. New target price is 8.9% above last closing price of CA$44.00. Stock is up 111% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.Price Target Changed • Mar 12Price target increased by 9.7% to CA$37.43Up from CA$34.13, the current price target is an average from 8 analysts. New target price is 14% above last closing price of CA$32.84. Stock is up 61% over the past year. The company is forecast to post earnings per share of CA$2.40 for next year compared to CA$0.86 last year.Major Estimate Revision • Mar 19Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CA$2.74 to CA$2.45 per share. Revenue forecast steady at CA$3.91b. Net income forecast to grow 36% next year vs 45% growth forecast for Construction industry in Canada. Consensus price target down from CA$35.13 to CA$33.38. Share price rose 3.7% to CA$22.02 over the past week.Price Target Changed • Oct 10Price target increased by 18% to CA$34.13Up from CA$29.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$32.55. Stock is up 209% over the past year. The company is forecast to post earnings per share of CA$1.93 for next year compared to CA$1.33 last year.すべての更新を表示Recent updatesライブニュース • Jun 06Bird Construction Issues $250 Million Notes and Expands Credit Facility to Fund GrowthBird Construction priced a $250m Canadian dollar senior notes private placement at 4.397%, with the notes due June 1, 2031. The company plans to use the net proceeds to repay its non-revolving term loan facility and may also repay amounts drawn on revolving credit facilities or fund future acquisitions. Bird amended its credit agreement, increasing its revolving credit facility from $400m to $500m and extending the facility’s maturity. The refinancing and larger revolving credit facility give Bird more room to manage debt, support working capital and pursue project and acquisition opportunities across infrastructure, industrial development and digital infrastructure. Readers should still watch how interest costs, covenant terms and any acquisition activity affect earnings quality and balance sheet strength over time.ナラティブの更新 • Jun 03BDT: Data Center Backlog And Investment Grade Rating Will Shape Future ReturnsBird Construction's analyst price target has moved higher from CA$49.18 to CA$63.38, as analysts point to rising Street targets in the CA$61 to CA$72 range, supported by expectations around backlog strength, multiple verticals and updated P/E assumptions. Analyst Commentary Recent Street research on Bird Construction clusters around higher price targets and generally constructive views on execution, backlog quality and sector positioning, with some caution tied to valuation after a strong share price move.Declared Dividend • May 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th May 2026 Payment date: 19th June 2026 Dividend yield will be 1.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 4.6% to bring the payout ratio under control. EPS is expected to grow by 239% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$58.68, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Construction industry in Canada. Total returns to shareholders of 633% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$45.31 per share.Buy Or Sell Opportunity • May 18Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CA$58.35. The fair value is estimated to be CA$45.07, however this is not to be taken as a sell 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 6.8%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 333% in the next 2 years.Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CA$0.21 (up from CA$0.17 in 1Q 2025). Revenue: CA$783.4m (up 9.2% from 1Q 2025). Net income: CA$11.4m (up 22% from 1Q 2025). Profit margin: 1.5% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 63%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Bird Construction Inc. Declares Dividends for June 2026 and July 2026Bird Construction Inc. Board has declared eligible dividends of CAD 0.07 per common share for each of June 2026 and July 2026.Price Target Changed • Apr 27Price target increased by 11% to CA$51.55Up from CA$46.30, the current price target is an average from 8 analysts. New target price is 7.0% above last closing price of CA$48.16. Stock is up 129% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.ナラティブの更新 • Apr 26BDT: Higher Fair Multiple And Tuck In Deals Will Shape Future ReturnsAnalysts have lifted Bird Construction’s fair value estimate by CA$2.88 to CA$49.18, citing updated assumptions for revenue growth, profit margins and future P/E multiples. These assumptions are consistent with a series of recent CA$37 to CA$55 price target increases across the Street.Declared Dividend • Apr 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th April 2026 Payment date: 20th May 2026 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. EPS is expected to grow by 154% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Price Target Changed • Apr 17Price target increased by 9.7% to CA$47.93Up from CA$43.68, the current price target is an average from 8 analysts. New target price is 8.9% above last closing price of CA$44.00. Stock is up 111% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$48.12, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Construction industry in Canada. Total returns to shareholders of 495% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$51.46 per share.ナラティブの更新 • Apr 10BDT: Higher Fair Multiple And Tuck In Deals Will Shape Future ReturnsAnalysts have lifted the implied fair value estimate for Bird Construction by about CA$3 to CA$46.30, reflecting higher published price targets from several firms and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research has focused on recalibrating price targets for Bird Construction, with several firms updating their views in a relatively short time frame.お知らせ • Apr 08Bird Construction Inc. to Report Q1, 2026 Results on May 13, 2026Bird Construction Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026新しいナラティブ • Mar 28Defense And Data Center Backlog Will Support Stable Long Term Earnings ProfileCatalysts About Bird Construction Bird Construction provides construction, infrastructure and industrial maintenance services across Canada for public and private sector clients. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 27BDT: Higher Fair Multiple And Acquisitions Will Drive Future Share MomentumBird Construction's analyst price target has shifted higher by about CA$6 to CA$43.68, supported by recent Street research that raised targets across several firms as analysts factor in updated assumptions for fair value, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research reflects a clear reset higher in valuation assumptions for Bird Construction, with several firms updating their price targets across a fairly tight range and one at a higher outlier level.Declared Dividend • Mar 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st March 2026 Payment date: 20th April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. EPS is expected to grow by 150% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Recent Insider Transactions • Mar 15CFO & Treasurer recently bought CA$334k worth of stockOn the 13th of March, Wayne Gingrich bought around 10k shares on-market at roughly CA$33.42 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wayne has been a buyer over the last 12 months, purchasing a net total of CA$588k worth in shares.お知らせ • Mar 14+ 1 more updateBird Construction Inc. announces Monthly dividend, payable on April 20, 2026Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on April 20, 2026, ex-date on March 31, 2026 and record date on March 31, 2026.新しいナラティブ • Mar 13Nation Building Backlog And Data Center Demand Will Transform Long Term Earnings QualityCatalysts About Bird Construction Bird Construction is a Canadian construction and infrastructure company focused on large capital projects across industrial, infrastructure, institutional and maintenance markets. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 13BDT: New Industrial Contracts Will Drive Confidence And Future Share MomentumAnalysts have lifted their average price target on Bird Construction to approximately CA$37.43 from CA$36.56, reflecting updated assumptions related to revenue growth, profit margins, and a lower applied P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts are setting price targets in a tight range of C$37 to C$38, which signals confidence in the company’s ability to justify current valuation assumptions through execution on revenue and margins.Reported Earnings • Mar 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.86 (down from CA$1.84 in FY 2024). Revenue: CA$3.40b (flat on FY 2024). Net income: CA$47.4m (down 53% from FY 2024). Profit margin: 1.4% (down from 2.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% 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 16% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 12Price target increased by 9.7% to CA$37.43Up from CA$34.13, the current price target is an average from 8 analysts. New target price is 14% above last closing price of CA$32.84. Stock is up 61% over the past year. The company is forecast to post earnings per share of CA$2.40 for next year compared to CA$0.86 last year.お知らせ • Feb 25Bird Construction Inc., Annual General Meeting, May 13, 2026Bird Construction Inc., Annual General Meeting, May 13, 2026.Upcoming Dividend • Feb 22Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 20 March 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (0.6%).Declared Dividend • Feb 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 27th February 2026 Payment date: 20th March 2026 Dividend yield will be 2.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Bird Construction Inc. to Report Q4, 2025 Results on Mar 11, 2026Bird Construction Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026Declared Dividend • Jan 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th January 2026 Payment date: 20th February 2026 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Dec 21Bird Construction (TSE:BDT) Is Due To Pay A Dividend Of CA$0.07Bird Construction Inc. ( TSE:BDT ) will pay a dividend of CA$0.07 on the 20th of January. This means the annual payment...Declared Dividend • Dec 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st December 2025 Payment date: 20th January 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Nov 21Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (0.7%).お知らせ • Nov 20+ 3 more updatesBird Construction Inc. announces Monthly dividend, payable on December 19, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on December 19, 2025, ex-date on November 28, 2025 and record date on November 28, 2025.Recent Insider Transactions • Nov 20CFO & Treasurer recently bought CA$253k worth of stockOn the 17th of November, Wayne Gingrich bought around 10k shares on-market at roughly CA$25.34 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wayne's only on-market trade for the last 12 months.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: CA$0.57 (down from CA$0.66 in 3Q 2024). Revenue: CA$951.4m (up 5.8% from 3Q 2024). Net income: CA$31.7m (down 12% from 3Q 2024). Profit margin: 3.3% (down from 4.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 11% 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 27% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.ナラティブの更新 • Nov 09BDT: New Ontario Hospital Projects Will Drive Confidence And Share MomentumAnalysts have raised their price target for Bird Construction from C$35.94 to C$36.56. They cite updated forecasts for revenue growth and continued sector optimism, following recent target increases across the Street.ナラティブの更新 • Oct 26Sustained Sector Optimism And Major Project Wins Will Support Long-Term ExpansionAnalysts have raised their price target for Bird Construction from approximately C$34.31 to C$35.94. They cite improved revenue growth estimates and a continued positive outlook on the company's performance.分析記事 • Oct 25Bird Construction Inc.'s (TSE:BDT) Intrinsic Value Is Potentially 86% Above Its Share PriceKey Insights Bird Construction's estimated fair value is CA$56.89 based on 2 Stage Free Cash Flow to Equity Current...Declared Dividend • Oct 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st October 2025 Payment date: 20th November 2025 Dividend yield will be 2.8%, 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 (85% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 137% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 15Bird Construction Inc. (TSX:BDT) completed the acquisition of Fraser River Pile & Dredge (GP) Inc.Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million on September 3, 2025. The purchase price is subject to customary adjustments and will be funded through a new term debt facility and will be acquired on a cash-free, debt-free basis. Following the completion, the transaction is expected to be accretive to Bird’s Adjusted Earnings Per Share by approximately 7% on a full-year basis compared to 2025 consensus estimates. The transaction is subject to approval under the Competition Act (Canada) and satisfaction of other customary closing conditions and is expected to be completed early in the fourth quarter of 2025. Osler, Hoskin & Harcourt LLP acted as legal advisor and Raymond James Ltd. acted as financial advisor for Bird Construction Inc. Bird Construction Inc. (TSX:BDT) completed the acquisition of Fraser River Pile & Dredge (GP) Inc. on October 14, 2025.お知らせ • Oct 10Bird Construction Inc. to Report Q3, 2025 Results on Nov 12, 2025Bird Construction Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025ナラティブの更新 • Sep 25Canadian Infrastructure Investment And Green Building Demand Will Drive ExpansionAnalysts have raised Bird Construction’s price target to CA$34.31, driven by strong operational execution, robust backlog growth, and confidence in sustained margin expansion, although some caution remains due to valuation concerns and macroeconomic uncertainties. Analyst Commentary Bullish analysts cite continued strong operational performance and robust backlog growth supporting price target increases.Declared Dividend • Sep 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th September 2025 Payment date: 20th October 2025 Dividend yield will be 2.9%, 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 (85% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 142% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$26.24, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Construction industry in Canada. Total returns to shareholders of 341% over the past three years.お知らせ • Sep 04Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million.Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million on September 3, 2025. The purchase price is subject to customary adjustments and will be funded through a new term debt facility and will be acquired on a cash-free, debt-free basis. Following the completion, the transaction is expected to be accretive to Bird’s Adjusted Earnings Per Share by approximately 7% on a full-year basis compared to 2025 consensus estimates. The transaction is subject to approval under the Competition Act (Canada) and satisfaction of other customary closing conditions and is expected to be completed early in the fourth quarter of 2025. Osler, Hoskin & Harcourt LLP acted as legal advisor and Raymond James Ltd. acted as financial advisor for Bird Construction Inc.お知らせ • Aug 28+ 2 more updatesBird Construction Inc. announces Monthly dividend, payable on October 20, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on October 20, 2025, ex-date on September 29, 2025 and record date on September 30, 2025.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CA$23.31, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Construction industry in Canada. Total returns to shareholders of 274% over the past three years.ナラティブの更新 • Aug 19Expansion Into Nuclear And Civil Infrastructure Will Improve Future OutlookAnalysts have modestly reduced their price targets for Bird Construction to CA$32.38, citing valuation concerns after a strong share price rally and more cautious near-term growth expectations, though overall sentiment remains positive given strong operational performance. Analyst Commentary Bullish analysts have reduced price targets marginally following the company's recent strong share price rally, reflecting current valuation concerns.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.37 (down from CA$0.40 in 2Q 2024). Revenue: CA$850.8m (down 2.6% from 2Q 2024). Net income: CA$20.3m (down 5.3% from 2Q 2024). Profit margin: 2.4% (in line with 2Q 2024). Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24Should You Be Adding Bird Construction (TSE:BDT) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Declared Dividend • Jul 20Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st July 2025 Payment date: 20th August 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 04Bird Construction Inc. to Report Q2, 2025 Results on Aug 13, 2025Bird Construction Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025分析記事 • Jul 01Is Bird Construction (TSE:BDT) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Declared Dividend • Jun 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th June 2025 Payment date: 18th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • May 23Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th May 2025 Payment date: 20th June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 2 more updatesBird Construction Inc. announces Monthly dividend, payable on June 20, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on June 20, 2025, ex-date on May 30, 2025 and record date on May 30, 2025.分析記事 • May 22Market Might Still Lack Some Conviction On Bird Construction Inc. (TSE:BDT) Even After 27% Share Price BoostBird Construction Inc. ( TSE:BDT ) shares have had a really impressive month, gaining 27% after a shaky period...Reported Earnings • May 15First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: CA$0.17 (down from CA$0.18 in 1Q 2024). Revenue: CA$717.6m (up 4.3% from 1Q 2024). Net income: CA$9.39m (down 6.0% from 1Q 2024). Profit margin: 1.3% (down from 1.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 11% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 07We Take A Look At Why Bird Construction Inc.'s (TSE:BDT) CEO Has Earned Their Pay PacketKey Insights Bird Construction to hold its Annual General Meeting on 14th of May Salary of CA$759.9k is part of CEO...Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$24.25, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 235% over the past three years.Declared Dividend • Apr 19Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th April 2025 Payment date: 20th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 18Bird Construction Inc. to Report Q1, 2025 Results on May 14, 2025Bird Construction Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$18.38, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Construction industry in Canada. Total returns to shareholders of 131% over the past three years.分析記事 • Apr 04Bird Construction Inc.'s (TSE:BDT) Subdued P/E Might Signal An OpportunityBird Construction Inc.'s ( TSE:BDT ) price-to-earnings (or "P/E") ratio of 11.4x might make it look like a buy right...Declared Dividend • Mar 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st March 2025 Payment date: 17th April 2025 Dividend yield will be 3.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Mar 19Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CA$2.74 to CA$2.45 per share. Revenue forecast steady at CA$3.91b. Net income forecast to grow 36% next year vs 45% growth forecast for Construction industry in Canada. Consensus price target down from CA$35.13 to CA$33.38. Share price rose 3.7% to CA$22.02 over the past week.Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$1.84 (up from CA$1.33 in FY 2023). Revenue: CA$3.40b (up 21% from FY 2023). Net income: CA$100.1m (up 40% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 31% per year.お知らせ • Mar 13Bird Construction Inc. Declares Dividend for March 2025 and April 2025The Board of Bird Construction Inc. has declared eligible dividends of $0.07 per common share for each of March 2025 and April 2025.お知らせ • Feb 27Bird Construction Inc., Annual General Meeting, May 14, 2025Bird Construction Inc., Annual General Meeting, May 14, 2025.分析記事 • Feb 22Bird Construction (TSE:BDT) Has Announced A Dividend Of CA$0.07Bird Construction Inc. ( TSE:BDT ) has announced that it will pay a dividend of CA$0.07 per share on the 20th of March...Declared Dividend • Feb 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 28th February 2025 Payment date: 20th March 2025 Dividend yield will be 3.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% 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.分析記事 • Feb 10Here's Why We Think Bird Construction (TSE:BDT) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...新しいナラティブ • Feb 10Focus On Energy Transition And Infrastructure Will Deliver Long-term Opportunities Strategic focus on high-margin sectors and disciplined project selection is expected to improve net margins and earnings. お知らせ • Feb 05Bird Construction Inc. to Report Q4, 2024 Results on Mar 12, 2025Bird Construction Inc. announced that they will report Q4, 2024 results After-Market on Mar 12, 2025Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$26.13, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Construction industry in Canada. Total returns to shareholders of 211% over the past three years.分析記事 • Jan 22Bird Construction's (TSE:BDT) Dividend Will Be CA$0.07Bird Construction Inc. ( TSE:BDT ) will pay a dividend of CA$0.07 on the 20th of February. This takes the dividend...Declared Dividend • Jan 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st January 2025 Payment date: 20th February 2025 Dividend yield will be 2.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jan 06Bird Construction (TSE:BDT) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Dec 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st December 2024 Payment date: 20th January 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 27Bird Construction Inc. Appoints Evelyn Angelle to its Board of DirectorsBird Construction Inc. announced the appointment of Evelyn Angelle to its Board of Directors, effective immediately. Ms. Angelle will fill a vacancy on the Board, bringing the total number of directors to 10. Ms. Angelle, a private investor, philanthropist and director, joins the Board with a distinguished background in public company finance and public accounting, having held senior leadership positions at Halliburton Company after a 15-year career in the audit practice of Ernst & Young LLP. A certified public accountant in Texas and certified management accountant, Ms. Angelle’s expertise will be instrumental as Bird continues to pursue its strategic growth initiatives. Ms. Angelle will immediately join the Board’s Audit Committee and Health, Safety and Environment Committee. Mr. Richard Bird will continue to serve as Audit Committee Chair in an interim capacity. Ms. Angelle is an independent corporate director. She currently serves as a director of Forum Energy Technologies Inc., where she chairs the Audit Committee and is a member of the Nominating, Governance and Sustainability Committee. Ms. Angelle also serves as a member of the Board of Directors, and as a member of the Audit Committee, of STEP Energy Services Ltd. Ms. Angelle serves on the Board of Managers of Amp Americas II Holdings LLC, where she chairs the Audit Committee. Through her career, Ms. Angelle served in numerous executive roles, including as Executive Vice President and Chief Financial Officer of BJ Services Company LLC, and Senior Vice President, Supply Chain, for Halliburton. Prior to that, she served as Senior Vice President and Chief Accounting Officer, and Vice President of Investor Relations, both with Halliburton. Before joining Halliburton, Ms. Angelle worked for 15 years in the audit practice of Ernst & Young LLP. She is a graduate of St. Mary’s College (Notre Dame), where she holds a degree in Accounting. Additionally, she holds a certificate in Cyber Security Oversight from Carnegie Mellon University. Beyond her corporate roles, Ms. Angelle is actively engaged in charitable organizations, serving on the Board of Directors and executive committees of Junior Achievement of Southeast Texas and Junior Achievement USA. Ms. Angelle is a member of the National Association of Corporate Directors, where she was awarded the distinguished Board Leadership Fellow designation.分析記事 • Nov 22Bird Construction's (TSE:BDT) Dividend Will Be Increased To CA$0.07Bird Construction Inc.'s ( TSE:BDT ) dividend will be increasing from last year's payment of the same period to CA$0.07...Declared Dividend • Nov 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th November 2024 Payment date: 20th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CA$0.66 (up from CA$0.54 in 3Q 2023). Revenue: CA$898.9m (up 15% from 3Q 2023). Net income: CA$36.2m (up 26% from 3Q 2023). Profit margin: 4.0% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 12% 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 26% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 01Earnings Tell The Story For Bird Construction Inc. (TSE:BDT) As Its Stock Soars 27%Bird Construction Inc. ( TSE:BDT ) shares have had a really impressive month, gaining 27% after a shaky period...Declared Dividend • Oct 20Dividend of CA$0.047 announcedShareholders will receive a dividend of CA$0.047. Ex-date: 31st October 2024 Payment date: 20th November 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Oct 10Price target increased by 18% to CA$34.13Up from CA$29.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$32.55. Stock is up 209% over the past year. The company is forecast to post earnings per share of CA$1.93 for next year compared to CA$1.33 last year.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CA$29.86, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 240% over the past three years.お知らせ • Oct 09Bird Construction Inc. Increases Monthly Dividend, Payable on December 20, 2024Bird Construction Inc. Board of Directors has approved a $0.0233 increase in its monthly dividend effective for the November 29, 2024 dividend, payable on December 20, 2024. The increased monthly dividend will be $0.07 per share, corresponding to an annual dividend rate of $0.84 per share.業績と収益の成長予測TSX:BDT - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,08823561N/A212/31/20274,719207141264812/31/20263,9251348313083/31/20263,46349128168N/A12/31/20253,3974772113N/A9/30/20253,456942661N/A6/30/20253,404985590N/A3/31/20253,4271006395N/A12/31/20243,39710080114N/A9/30/20243,253915081N/A6/30/20243,13884-286N/A3/31/20242,951765183N/A12/31/20232,799724576N/A9/30/20232,656634977N/A6/30/20232,5404881108N/A3/31/20232,43049-228N/A12/31/20222,369501643N/A9/30/20222,31845-32-5N/A6/30/20222,27142830N/A3/31/20222,251426682N/A12/31/20212,220432436N/A9/30/20212,17753166178N/A6/30/20211,901506375N/A3/31/20211,62742116129N/A12/31/20201,50436115129N/A9/30/20201,37024-26-16N/A6/30/20201,40422-14-2N/A3/31/20201,43617-59-46N/A12/31/20191,3769N/A-38N/A9/30/20191,3428N/A-7N/A6/30/20191,3445N/A98N/A3/31/20191,349-1N/A84N/A12/31/20181,382-1N/A101N/A9/30/20181,361-5N/A48N/A6/30/20181,369-4N/A-41N/A3/31/20181,3995N/A-35N/A12/31/20171,4199N/A-91N/A9/30/20171,48413N/A-71N/A6/30/20171,50313N/A-66N/A3/31/20171,56513N/A-74N/A12/31/20161,59025N/A44N/A9/30/20161,57331N/A30N/A6/30/20161,55519N/A83N/A3/31/20161,47726N/A125N/A12/31/20151,44521N/A75N/A9/30/20151,42223N/A120N/A6/30/20151,40241N/A100N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BDTの予測収益成長率 (年間49.2% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: BDTの収益 ( 49.2% ) はCanadian市場 ( 10.7% ) よりも速いペースで成長すると予測されています。高成長収益: BDTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BDTの収益 ( 12.1% ) Canadian市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: BDTの収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BDTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 06:31終値2026/06/09 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Bird Construction Inc. 8 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Christopher MurrayATB CormarkJohn GibsonBMO Capital Markets Equity ResearchYuri LynkCanaccord Genuity9 その他のアナリストを表示
Price Target Changed • Apr 27Price target increased by 11% to CA$51.55Up from CA$46.30, the current price target is an average from 8 analysts. New target price is 7.0% above last closing price of CA$48.16. Stock is up 129% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.
Price Target Changed • Apr 17Price target increased by 9.7% to CA$47.93Up from CA$43.68, the current price target is an average from 8 analysts. New target price is 8.9% above last closing price of CA$44.00. Stock is up 111% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.
Price Target Changed • Mar 12Price target increased by 9.7% to CA$37.43Up from CA$34.13, the current price target is an average from 8 analysts. New target price is 14% above last closing price of CA$32.84. Stock is up 61% over the past year. The company is forecast to post earnings per share of CA$2.40 for next year compared to CA$0.86 last year.
Major Estimate Revision • Mar 19Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CA$2.74 to CA$2.45 per share. Revenue forecast steady at CA$3.91b. Net income forecast to grow 36% next year vs 45% growth forecast for Construction industry in Canada. Consensus price target down from CA$35.13 to CA$33.38. Share price rose 3.7% to CA$22.02 over the past week.
Price Target Changed • Oct 10Price target increased by 18% to CA$34.13Up from CA$29.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$32.55. Stock is up 209% over the past year. The company is forecast to post earnings per share of CA$1.93 for next year compared to CA$1.33 last year.
ライブニュース • Jun 06Bird Construction Issues $250 Million Notes and Expands Credit Facility to Fund GrowthBird Construction priced a $250m Canadian dollar senior notes private placement at 4.397%, with the notes due June 1, 2031. The company plans to use the net proceeds to repay its non-revolving term loan facility and may also repay amounts drawn on revolving credit facilities or fund future acquisitions. Bird amended its credit agreement, increasing its revolving credit facility from $400m to $500m and extending the facility’s maturity. The refinancing and larger revolving credit facility give Bird more room to manage debt, support working capital and pursue project and acquisition opportunities across infrastructure, industrial development and digital infrastructure. Readers should still watch how interest costs, covenant terms and any acquisition activity affect earnings quality and balance sheet strength over time.
ナラティブの更新 • Jun 03BDT: Data Center Backlog And Investment Grade Rating Will Shape Future ReturnsBird Construction's analyst price target has moved higher from CA$49.18 to CA$63.38, as analysts point to rising Street targets in the CA$61 to CA$72 range, supported by expectations around backlog strength, multiple verticals and updated P/E assumptions. Analyst Commentary Recent Street research on Bird Construction clusters around higher price targets and generally constructive views on execution, backlog quality and sector positioning, with some caution tied to valuation after a strong share price move.
Declared Dividend • May 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th May 2026 Payment date: 19th June 2026 Dividend yield will be 1.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 4.6% to bring the payout ratio under control. EPS is expected to grow by 239% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$58.68, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Construction industry in Canada. Total returns to shareholders of 633% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$45.31 per share.
Buy Or Sell Opportunity • May 18Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 90% to CA$58.35. The fair value is estimated to be CA$45.07, however this is not to be taken as a sell 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 6.8%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 333% in the next 2 years.
Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: CA$0.21 (up from CA$0.17 in 1Q 2025). Revenue: CA$783.4m (up 9.2% from 1Q 2025). Net income: CA$11.4m (up 22% from 1Q 2025). Profit margin: 1.5% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 63%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Bird Construction Inc. Declares Dividends for June 2026 and July 2026Bird Construction Inc. Board has declared eligible dividends of CAD 0.07 per common share for each of June 2026 and July 2026.
Price Target Changed • Apr 27Price target increased by 11% to CA$51.55Up from CA$46.30, the current price target is an average from 8 analysts. New target price is 7.0% above last closing price of CA$48.16. Stock is up 129% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.
ナラティブの更新 • Apr 26BDT: Higher Fair Multiple And Tuck In Deals Will Shape Future ReturnsAnalysts have lifted Bird Construction’s fair value estimate by CA$2.88 to CA$49.18, citing updated assumptions for revenue growth, profit margins and future P/E multiples. These assumptions are consistent with a series of recent CA$37 to CA$55 price target increases across the Street.
Declared Dividend • Apr 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th April 2026 Payment date: 20th May 2026 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. EPS is expected to grow by 154% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Price Target Changed • Apr 17Price target increased by 9.7% to CA$47.93Up from CA$43.68, the current price target is an average from 8 analysts. New target price is 8.9% above last closing price of CA$44.00. Stock is up 111% over the past year. The company is forecast to post earnings per share of CA$2.41 for next year compared to CA$0.86 last year.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$48.12, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Construction industry in Canada. Total returns to shareholders of 495% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$51.46 per share.
ナラティブの更新 • Apr 10BDT: Higher Fair Multiple And Tuck In Deals Will Shape Future ReturnsAnalysts have lifted the implied fair value estimate for Bird Construction by about CA$3 to CA$46.30, reflecting higher published price targets from several firms and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research has focused on recalibrating price targets for Bird Construction, with several firms updating their views in a relatively short time frame.
お知らせ • Apr 08Bird Construction Inc. to Report Q1, 2026 Results on May 13, 2026Bird Construction Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026
新しいナラティブ • Mar 28Defense And Data Center Backlog Will Support Stable Long Term Earnings ProfileCatalysts About Bird Construction Bird Construction provides construction, infrastructure and industrial maintenance services across Canada for public and private sector clients. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 27BDT: Higher Fair Multiple And Acquisitions Will Drive Future Share MomentumBird Construction's analyst price target has shifted higher by about CA$6 to CA$43.68, supported by recent Street research that raised targets across several firms as analysts factor in updated assumptions for fair value, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research reflects a clear reset higher in valuation assumptions for Bird Construction, with several firms updating their price targets across a fairly tight range and one at a higher outlier level.
Declared Dividend • Mar 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st March 2026 Payment date: 20th April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (65% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. EPS is expected to grow by 150% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Recent Insider Transactions • Mar 15CFO & Treasurer recently bought CA$334k worth of stockOn the 13th of March, Wayne Gingrich bought around 10k shares on-market at roughly CA$33.42 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Wayne has been a buyer over the last 12 months, purchasing a net total of CA$588k worth in shares.
お知らせ • Mar 14+ 1 more updateBird Construction Inc. announces Monthly dividend, payable on April 20, 2026Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on April 20, 2026, ex-date on March 31, 2026 and record date on March 31, 2026.
新しいナラティブ • Mar 13Nation Building Backlog And Data Center Demand Will Transform Long Term Earnings QualityCatalysts About Bird Construction Bird Construction is a Canadian construction and infrastructure company focused on large capital projects across industrial, infrastructure, institutional and maintenance markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 13BDT: New Industrial Contracts Will Drive Confidence And Future Share MomentumAnalysts have lifted their average price target on Bird Construction to approximately CA$37.43 from CA$36.56, reflecting updated assumptions related to revenue growth, profit margins, and a lower applied P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts are setting price targets in a tight range of C$37 to C$38, which signals confidence in the company’s ability to justify current valuation assumptions through execution on revenue and margins.
Reported Earnings • Mar 12Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.86 (down from CA$1.84 in FY 2024). Revenue: CA$3.40b (flat on FY 2024). Net income: CA$47.4m (down 53% from FY 2024). Profit margin: 1.4% (down from 2.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 12% 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 16% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 12Price target increased by 9.7% to CA$37.43Up from CA$34.13, the current price target is an average from 8 analysts. New target price is 14% above last closing price of CA$32.84. Stock is up 61% over the past year. The company is forecast to post earnings per share of CA$2.40 for next year compared to CA$0.86 last year.
お知らせ • Feb 25Bird Construction Inc., Annual General Meeting, May 13, 2026Bird Construction Inc., Annual General Meeting, May 13, 2026.
Upcoming Dividend • Feb 22Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 20 March 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Canadian dividend payers (5.5%). Higher than average of industry peers (0.6%).
Declared Dividend • Feb 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 27th February 2026 Payment date: 20th March 2026 Dividend yield will be 2.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Bird Construction Inc. to Report Q4, 2025 Results on Mar 11, 2026Bird Construction Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026
Declared Dividend • Jan 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th January 2026 Payment date: 20th February 2026 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Dec 21Bird Construction (TSE:BDT) Is Due To Pay A Dividend Of CA$0.07Bird Construction Inc. ( TSE:BDT ) will pay a dividend of CA$0.07 on the 20th of January. This means the annual payment...
Declared Dividend • Dec 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st December 2025 Payment date: 20th January 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but not covered by cash flows (181% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Nov 21Upcoming dividend of CA$0.07 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Canadian dividend payers (6.1%). Higher than average of industry peers (0.7%).
お知らせ • Nov 20+ 3 more updatesBird Construction Inc. announces Monthly dividend, payable on December 19, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on December 19, 2025, ex-date on November 28, 2025 and record date on November 28, 2025.
Recent Insider Transactions • Nov 20CFO & Treasurer recently bought CA$253k worth of stockOn the 17th of November, Wayne Gingrich bought around 10k shares on-market at roughly CA$25.34 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wayne's only on-market trade for the last 12 months.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: CA$0.57 (down from CA$0.66 in 3Q 2024). Revenue: CA$951.4m (up 5.8% from 3Q 2024). Net income: CA$31.7m (down 12% from 3Q 2024). Profit margin: 3.3% (down from 4.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 11% 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 27% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブの更新 • Nov 09BDT: New Ontario Hospital Projects Will Drive Confidence And Share MomentumAnalysts have raised their price target for Bird Construction from C$35.94 to C$36.56. They cite updated forecasts for revenue growth and continued sector optimism, following recent target increases across the Street.
ナラティブの更新 • Oct 26Sustained Sector Optimism And Major Project Wins Will Support Long-Term ExpansionAnalysts have raised their price target for Bird Construction from approximately C$34.31 to C$35.94. They cite improved revenue growth estimates and a continued positive outlook on the company's performance.
分析記事 • Oct 25Bird Construction Inc.'s (TSE:BDT) Intrinsic Value Is Potentially 86% Above Its Share PriceKey Insights Bird Construction's estimated fair value is CA$56.89 based on 2 Stage Free Cash Flow to Equity Current...
Declared Dividend • Oct 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st October 2025 Payment date: 20th November 2025 Dividend yield will be 2.8%, 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 (85% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 137% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 15Bird Construction Inc. (TSX:BDT) completed the acquisition of Fraser River Pile & Dredge (GP) Inc.Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million on September 3, 2025. The purchase price is subject to customary adjustments and will be funded through a new term debt facility and will be acquired on a cash-free, debt-free basis. Following the completion, the transaction is expected to be accretive to Bird’s Adjusted Earnings Per Share by approximately 7% on a full-year basis compared to 2025 consensus estimates. The transaction is subject to approval under the Competition Act (Canada) and satisfaction of other customary closing conditions and is expected to be completed early in the fourth quarter of 2025. Osler, Hoskin & Harcourt LLP acted as legal advisor and Raymond James Ltd. acted as financial advisor for Bird Construction Inc. Bird Construction Inc. (TSX:BDT) completed the acquisition of Fraser River Pile & Dredge (GP) Inc. on October 14, 2025.
お知らせ • Oct 10Bird Construction Inc. to Report Q3, 2025 Results on Nov 12, 2025Bird Construction Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
ナラティブの更新 • Sep 25Canadian Infrastructure Investment And Green Building Demand Will Drive ExpansionAnalysts have raised Bird Construction’s price target to CA$34.31, driven by strong operational execution, robust backlog growth, and confidence in sustained margin expansion, although some caution remains due to valuation concerns and macroeconomic uncertainties. Analyst Commentary Bullish analysts cite continued strong operational performance and robust backlog growth supporting price target increases.
Declared Dividend • Sep 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th September 2025 Payment date: 20th October 2025 Dividend yield will be 2.9%, 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 (85% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 142% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$26.24, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Construction industry in Canada. Total returns to shareholders of 341% over the past three years.
お知らせ • Sep 04Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million.Bird Construction Inc. (TSX:BDT) entered into a definitive share purchase agreement to acquire Fraser River Pile & Dredge (GP) Inc. for CAD 82.3 million on September 3, 2025. The purchase price is subject to customary adjustments and will be funded through a new term debt facility and will be acquired on a cash-free, debt-free basis. Following the completion, the transaction is expected to be accretive to Bird’s Adjusted Earnings Per Share by approximately 7% on a full-year basis compared to 2025 consensus estimates. The transaction is subject to approval under the Competition Act (Canada) and satisfaction of other customary closing conditions and is expected to be completed early in the fourth quarter of 2025. Osler, Hoskin & Harcourt LLP acted as legal advisor and Raymond James Ltd. acted as financial advisor for Bird Construction Inc.
お知らせ • Aug 28+ 2 more updatesBird Construction Inc. announces Monthly dividend, payable on October 20, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on October 20, 2025, ex-date on September 29, 2025 and record date on September 30, 2025.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CA$23.31, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Construction industry in Canada. Total returns to shareholders of 274% over the past three years.
ナラティブの更新 • Aug 19Expansion Into Nuclear And Civil Infrastructure Will Improve Future OutlookAnalysts have modestly reduced their price targets for Bird Construction to CA$32.38, citing valuation concerns after a strong share price rally and more cautious near-term growth expectations, though overall sentiment remains positive given strong operational performance. Analyst Commentary Bullish analysts have reduced price targets marginally following the company's recent strong share price rally, reflecting current valuation concerns.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.37 (down from CA$0.40 in 2Q 2024). Revenue: CA$850.8m (down 2.6% from 2Q 2024). Net income: CA$20.3m (down 5.3% from 2Q 2024). Profit margin: 2.4% (in line with 2Q 2024). Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24Should You Be Adding Bird Construction (TSE:BDT) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Declared Dividend • Jul 20Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st July 2025 Payment date: 20th August 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 103% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 04Bird Construction Inc. to Report Q2, 2025 Results on Aug 13, 2025Bird Construction Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
分析記事 • Jul 01Is Bird Construction (TSE:BDT) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Declared Dividend • Jun 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th June 2025 Payment date: 18th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • May 23Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th May 2025 Payment date: 20th June 2025 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 2 more updatesBird Construction Inc. announces Monthly dividend, payable on June 20, 2025Bird Construction Inc. announced Monthly dividend of CAD 0.0700 per share payable on June 20, 2025, ex-date on May 30, 2025 and record date on May 30, 2025.
分析記事 • May 22Market Might Still Lack Some Conviction On Bird Construction Inc. (TSE:BDT) Even After 27% Share Price BoostBird Construction Inc. ( TSE:BDT ) shares have had a really impressive month, gaining 27% after a shaky period...
Reported Earnings • May 15First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: CA$0.17 (down from CA$0.18 in 1Q 2024). Revenue: CA$717.6m (up 4.3% from 1Q 2024). Net income: CA$9.39m (down 6.0% from 1Q 2024). Profit margin: 1.3% (down from 1.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 15%. Revenue is forecast to grow 11% 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 32% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 07We Take A Look At Why Bird Construction Inc.'s (TSE:BDT) CEO Has Earned Their Pay PacketKey Insights Bird Construction to hold its Annual General Meeting on 14th of May Salary of CA$759.9k is part of CEO...
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$24.25, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 235% over the past three years.
Declared Dividend • Apr 19Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 30th April 2025 Payment date: 20th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 18Bird Construction Inc. to Report Q1, 2025 Results on May 14, 2025Bird Construction Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$18.38, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Construction industry in Canada. Total returns to shareholders of 131% over the past three years.
分析記事 • Apr 04Bird Construction Inc.'s (TSE:BDT) Subdued P/E Might Signal An OpportunityBird Construction Inc.'s ( TSE:BDT ) price-to-earnings (or "P/E") ratio of 11.4x might make it look like a buy right...
Declared Dividend • Mar 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st March 2025 Payment date: 17th April 2025 Dividend yield will be 3.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Mar 19Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CA$2.74 to CA$2.45 per share. Revenue forecast steady at CA$3.91b. Net income forecast to grow 36% next year vs 45% growth forecast for Construction industry in Canada. Consensus price target down from CA$35.13 to CA$33.38. Share price rose 3.7% to CA$22.02 over the past week.
Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CA$1.84 (up from CA$1.33 in FY 2023). Revenue: CA$3.40b (up 21% from FY 2023). Net income: CA$100.1m (up 40% from FY 2023). Profit margin: 2.9% (up from 2.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Canada. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Mar 13Bird Construction Inc. Declares Dividend for March 2025 and April 2025The Board of Bird Construction Inc. has declared eligible dividends of $0.07 per common share for each of March 2025 and April 2025.
お知らせ • Feb 27Bird Construction Inc., Annual General Meeting, May 14, 2025Bird Construction Inc., Annual General Meeting, May 14, 2025.
分析記事 • Feb 22Bird Construction (TSE:BDT) Has Announced A Dividend Of CA$0.07Bird Construction Inc. ( TSE:BDT ) has announced that it will pay a dividend of CA$0.07 per share on the 20th of March...
Declared Dividend • Feb 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 28th February 2025 Payment date: 20th March 2025 Dividend yield will be 3.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% 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.
分析記事 • Feb 10Here's Why We Think Bird Construction (TSE:BDT) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
新しいナラティブ • Feb 10Focus On Energy Transition And Infrastructure Will Deliver Long-term Opportunities Strategic focus on high-margin sectors and disciplined project selection is expected to improve net margins and earnings.
お知らせ • Feb 05Bird Construction Inc. to Report Q4, 2024 Results on Mar 12, 2025Bird Construction Inc. announced that they will report Q4, 2024 results After-Market on Mar 12, 2025
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$26.13, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Construction industry in Canada. Total returns to shareholders of 211% over the past three years.
分析記事 • Jan 22Bird Construction's (TSE:BDT) Dividend Will Be CA$0.07Bird Construction Inc. ( TSE:BDT ) will pay a dividend of CA$0.07 on the 20th of February. This takes the dividend...
Declared Dividend • Jan 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st January 2025 Payment date: 20th February 2025 Dividend yield will be 2.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 77% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jan 06Bird Construction (TSE:BDT) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Dec 22Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 31st December 2024 Payment date: 20th January 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 27Bird Construction Inc. Appoints Evelyn Angelle to its Board of DirectorsBird Construction Inc. announced the appointment of Evelyn Angelle to its Board of Directors, effective immediately. Ms. Angelle will fill a vacancy on the Board, bringing the total number of directors to 10. Ms. Angelle, a private investor, philanthropist and director, joins the Board with a distinguished background in public company finance and public accounting, having held senior leadership positions at Halliburton Company after a 15-year career in the audit practice of Ernst & Young LLP. A certified public accountant in Texas and certified management accountant, Ms. Angelle’s expertise will be instrumental as Bird continues to pursue its strategic growth initiatives. Ms. Angelle will immediately join the Board’s Audit Committee and Health, Safety and Environment Committee. Mr. Richard Bird will continue to serve as Audit Committee Chair in an interim capacity. Ms. Angelle is an independent corporate director. She currently serves as a director of Forum Energy Technologies Inc., where she chairs the Audit Committee and is a member of the Nominating, Governance and Sustainability Committee. Ms. Angelle also serves as a member of the Board of Directors, and as a member of the Audit Committee, of STEP Energy Services Ltd. Ms. Angelle serves on the Board of Managers of Amp Americas II Holdings LLC, where she chairs the Audit Committee. Through her career, Ms. Angelle served in numerous executive roles, including as Executive Vice President and Chief Financial Officer of BJ Services Company LLC, and Senior Vice President, Supply Chain, for Halliburton. Prior to that, she served as Senior Vice President and Chief Accounting Officer, and Vice President of Investor Relations, both with Halliburton. Before joining Halliburton, Ms. Angelle worked for 15 years in the audit practice of Ernst & Young LLP. She is a graduate of St. Mary’s College (Notre Dame), where she holds a degree in Accounting. Additionally, she holds a certificate in Cyber Security Oversight from Carnegie Mellon University. Beyond her corporate roles, Ms. Angelle is actively engaged in charitable organizations, serving on the Board of Directors and executive committees of Junior Achievement of Southeast Texas and Junior Achievement USA. Ms. Angelle is a member of the National Association of Corporate Directors, where she was awarded the distinguished Board Leadership Fellow designation.
分析記事 • Nov 22Bird Construction's (TSE:BDT) Dividend Will Be Increased To CA$0.07Bird Construction Inc.'s ( TSE:BDT ) dividend will be increasing from last year's payment of the same period to CA$0.07...
Declared Dividend • Nov 21Dividend of CA$0.07 announcedShareholders will receive a dividend of CA$0.07. Ex-date: 29th November 2024 Payment date: 20th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CA$0.66 (up from CA$0.54 in 3Q 2023). Revenue: CA$898.9m (up 15% from 3Q 2023). Net income: CA$36.2m (up 26% from 3Q 2023). Profit margin: 4.0% (up from 3.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 12% 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 26% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 01Earnings Tell The Story For Bird Construction Inc. (TSE:BDT) As Its Stock Soars 27%Bird Construction Inc. ( TSE:BDT ) shares have had a really impressive month, gaining 27% after a shaky period...
Declared Dividend • Oct 20Dividend of CA$0.047 announcedShareholders will receive a dividend of CA$0.047. Ex-date: 31st October 2024 Payment date: 20th November 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 104% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Oct 10Price target increased by 18% to CA$34.13Up from CA$29.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of CA$32.55. Stock is up 209% over the past year. The company is forecast to post earnings per share of CA$1.93 for next year compared to CA$1.33 last year.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CA$29.86, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Construction industry in Canada. Total returns to shareholders of 240% over the past three years.
お知らせ • Oct 09Bird Construction Inc. Increases Monthly Dividend, Payable on December 20, 2024Bird Construction Inc. Board of Directors has approved a $0.0233 increase in its monthly dividend effective for the November 29, 2024 dividend, payable on December 20, 2024. The increased monthly dividend will be $0.07 per share, corresponding to an annual dividend rate of $0.84 per share.
