View ValuationMagellan Aerospace 将来の成長Future 基準チェック /46Magellan Aerospaceは、29%と6.6%でそれぞれ年率29%で利益と収益が成長すると予測される一方、EPSはgrowで28.6%年率。主要情報29.0%収益成長率28.64%EPS成長率Aerospace & Defense 収益成長18.0%収益成長率6.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 14% And Analysts Are Revising Their ForecastsShareholders might have noticed that Magellan Aerospace Corporation ( TSE:MAL ) filed its first-quarter result this...Major Estimate Revision • Apr 07Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.14b. EPS estimate increased from CA$1.22 to CA$1.37 per share. Net income forecast to grow 99% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$20.15 to CA$28.17. Share price rose 21% to CA$23.97 over the past week.Major Estimate Revision • Apr 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.16b. EPS estimate increased from CA$1.22 to CA$1.44 per share. Net income forecast to grow 101% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$26.75 unchanged from last update. Share price rose 10% to CA$22.83 over the past week.Price Target Changed • Nov 16Price target increased by 8.0% to CA$20.15Up from CA$18.65, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$18.45. Stock is up 73% over the past year. The company is forecast to post earnings per share of CA$0.81 for next year compared to CA$0.62 last year.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CA$1.05b to CA$1.03b. EPS estimate also fell from CA$0.93 per share to CA$0.805 per share. Net income forecast to grow 49% next year vs 41% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$18.65 unchanged from last update. Share price fell 8.6% to CA$15.50 over the past week.分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 5.0% And Analysts Are Revising Their ForecastsShareholders of Magellan Aerospace Corporation ( TSE:MAL ) will be pleased this week, given that the stock price is up...すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$28.68, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 2x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$37.32 per share.分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 14% And Analysts Are Revising Their ForecastsShareholders might have noticed that Magellan Aerospace Corporation ( TSE:MAL ) filed its first-quarter result this...Declared Dividend • May 13First quarter dividend of CA$0.05 announcedDividend of CA$0.05 is the same as last year. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (19% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 113% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CA$0.29 (up from CA$0.19 in 1Q 2025). Revenue: CA$285.1m (up 9.3% from 1Q 2025). Net income: CA$16.5m (up 52% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.ライブニュース • May 11Magellan Aerospace Announces Dividend as Quarterly Results Improve and Submarine Project AdvancesMagellan Aerospace declared a quarterly cash dividend of $0.05 per common share, payable on June 30, 2026, to shareholders of record on June 16, 2026. The Board reiterated that dividends are reviewed each quarter to balance shareholder returns with financial flexibility and spending on growth initiatives. The company reported first quarter 2026 revenues and net income that were higher than in the same period last year, and announced a teaming agreement with Thyssenkrupp Marine Systems to support the Canadian Patrol Submarine Project and develop industrial capabilities in Canada. The combination of a continuing dividend, higher Q1 2026 financial results versus last year, and a new industrial partnership indicates management is focusing on both shareholder cash returns and long-term program opportunities. You may want to monitor how the submarine project progresses and how consistently the company maintains its dividend policy, as both factors could influence future cash flows and capital needs.お知らせ • May 11Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on June 30, 2026 to stockholders of record at the close of business on June 16, 2026.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.14b. EPS estimate increased from CA$1.22 to CA$1.37 per share. Net income forecast to grow 99% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$20.15 to CA$28.17. Share price rose 21% to CA$23.97 over the past week.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$23.97, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 248% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$37.06 per share.Major Estimate Revision • Apr 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.16b. EPS estimate increased from CA$1.22 to CA$1.44 per share. Net income forecast to grow 101% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$26.75 unchanged from last update. Share price rose 10% to CA$22.83 over the past week.Reported Earnings • Mar 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.69 (up from CA$0.62 in FY 2024). Revenue: CA$1.04b (up 11% from FY 2024). Net income: CA$39.4m (up 11% from FY 2024). Profit margin: 3.8% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Aerospace & Defense 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 39% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 11Third quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 17th March 2026 Payment date: 31st March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 80% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 07Magellan Aerospace Corporation Announces Quarterly Cash Dividend, Payable on March 31, 2026Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on March 31, 2026 to stockholders of record at the close of business on March 17, 2026.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$24.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$45.00 per share.お知らせ • Feb 24Magellan Aerospace Corporation, Annual General Meeting, May 08, 2026Magellan Aerospace Corporation, Annual General Meeting, May 08, 2026. Location: ontario, mississauga Canada分析記事 • Jan 31Do Magellan Aerospace's (TSE:MAL) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Jan 16Why Investors Shouldn't Be Surprised By Magellan Aerospace Corporation's (TSE:MAL) 26% Share Price SurgeDespite an already strong run, Magellan Aerospace Corporation ( TSE:MAL ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$22.48, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 171% over the past three years.Upcoming Dividend • Dec 10Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (5.9%). In line with average of industry peers (1.2%).Price Target Changed • Nov 16Price target increased by 8.0% to CA$20.15Up from CA$18.65, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$18.45. Stock is up 73% over the past year. The company is forecast to post earnings per share of CA$0.81 for next year compared to CA$0.62 last year.Reported Earnings • Nov 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CA$0.22 (up from CA$0.10 in 3Q 2024). Revenue: CA$255.7m (up 14% from 3Q 2024). Net income: CA$12.7m (up 117% from 3Q 2024). Profit margin: 5.0% (up from 2.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 15Investors Met With Slowing Returns on Capital At Magellan Aerospace (TSE:MAL)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Declared Dividend • Nov 12Second quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 148% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 08Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on December 31, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 31, 2025 to stockholders of record at the close of business on December 17, 2025.Upcoming Dividend • Sep 09Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Canadian dividend payers (5.9%). Lower than average of industry peers (1.2%).Major Estimate Revision • Aug 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CA$1.05b to CA$1.03b. EPS estimate also fell from CA$0.93 per share to CA$0.805 per share. Net income forecast to grow 49% next year vs 41% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$18.65 unchanged from last update. Share price fell 8.6% to CA$15.50 over the past week.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.094 (down from CA$0.13 in 2Q 2024). Revenue: CA$249.8m (up 2.8% from 2Q 2024). Net income: CA$5.37m (down 28% from 2Q 2024). Profit margin: 2.1% (down from 3.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 13First quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 16th September 2025 Payment date: 29th September 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 9%.Upcoming Dividend • Jun 09Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (1.3%).分析記事 • May 23Market Participants Recognise Magellan Aerospace Corporation's (TSE:MAL) Earnings Pushing Shares 29% HigherMagellan Aerospace Corporation ( TSE:MAL ) shares have continued their recent momentum with a 29% gain in the last...分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 5.0% And Analysts Are Revising Their ForecastsShareholders of Magellan Aerospace Corporation ( TSE:MAL ) will be pleased this week, given that the stock price is up...Price Target Changed • May 13Price target increased by 17% to CA$18.15Up from CA$15.50, the current price target is an average from 2 analysts. New target price is 14% above last closing price of CA$15.99. Stock is up 102% over the past year. The company is forecast to post earnings per share of CA$0.97 for next year compared to CA$0.62 last year.Reported Earnings • May 12First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: CA$0.19 (up from CA$0.11 in 1Q 2024). Revenue: CA$260.9m (up 11% from 1Q 2024). Net income: CA$10.8m (up 72% from 1Q 2024). Profit margin: 4.1% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Aerospace & Defense industry in North America. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Declared Dividend • May 09Fourth quarter dividend increased to CA$0.05Dividend of CA$0.05 is 100% higher than last year. Ex-date: 16th June 2025 Payment date: 30th June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 9%.お知らせ • May 07Magellan Aerospace Announces Quarterly Dividend, Payable on June 30, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares, an increase of $0.025 (two and one-half cents) from the Corporation’s quarterly dividend paid in the first quarter of 2025. The increase in the dividend rate is reflective of the Corporation’s improving balance sheet and financial results. The dividend is payable on June 30, 2025 to stockholders of record at the close of business on June 16, 2025.分析記事 • May 03Does Magellan Aerospace (TSE:MAL) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$13.29, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 41% over the past three years.分析記事 • Mar 26Earnings Tell The Story For Magellan Aerospace Corporation (TSE:MAL) As Its Stock Soars 34%The Magellan Aerospace Corporation ( TSE:MAL ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CA$12.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 31% over the past three years.Major Estimate Revision • Mar 20Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CA$0.775 to CA$0.91. Revenue forecast steady at CA$1.01b. Net income forecast to grow 47% next year vs 26% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$15.00 to CA$15.50. Share price rose 12% to CA$11.15 over the past week.Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: CA$0.62 (up from CA$0.16 in FY 2023). Revenue: CA$942.4m (up 7.1% from FY 2023). Net income: CA$35.5m (up 284% from FY 2023). Profit margin: 3.8% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 12Third quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 19th March 2025 Payment date: 31st March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 08Magellan Aerospace Announces Quarterly Dividend, Payable on March 31, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on March 31, 2025 to stockholders of record at the close of business on March 19, 2025.お知らせ • Feb 26Magellan Aerospace Corporation, Annual General Meeting, May 06, 2025Magellan Aerospace Corporation, Annual General Meeting, May 06, 2025. Location: ontario, mississauga Canada分析記事 • Dec 20Magellan Aerospace (TSE:MAL) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Dec 10Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 17 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (1.5%).Major Estimate Revision • Nov 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CA$974.9m to CA$935.6m. EPS estimate also fell from CA$0.595 per share to CA$0.53 per share. Net income forecast to grow 111% next year vs 27% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$14.50 to CA$15.00. Share price rose 4.5% to CA$10.82 over the past week.Price Target Changed • Nov 07Price target increased by 7.1% to CA$15.00Up from CA$14.00, the current price target is an average from 2 analysts. New target price is 47% above last closing price of CA$10.22. Stock is up 28% over the past year. The company is forecast to post earnings per share of CA$0.53 for next year compared to CA$0.16 last year.Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CA$0.10 (up from CA$0.064 in 3Q 2023). Revenue: CA$223.5m (up 4.9% from 3Q 2023). Net income: CA$5.85m (up 59% from 3Q 2023). Profit margin: 2.6% (up from 1.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 02Magellan Aerospace Corporation Announces Quarterly Cash Dividend, Payable on December 31, 2024Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 31, 2024 to stockholders of record at the close of business on December 17, 2024.Upcoming Dividend • Sep 09Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (6.1%). Lower than average of industry peers (1.5%).分析記事 • Aug 08We Think Magellan Aerospace (TSE:MAL) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: CA$0.13 (up from CA$0.034 in 2Q 2023). Revenue: CA$242.9m (up 11% from 2Q 2023). Net income: CA$7.45m (up 276% from 2Q 2023). Profit margin: 3.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (1.6%).Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director JP Veitch was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • May 08Price target increased by 9.8% to CA$14.00Up from CA$12.75, the current price target is an average from 2 analysts. New target price is 76% above last closing price of CA$7.96. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of CA$0.66 for next year compared to CA$0.16 last year.Declared Dividend • May 05First quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (37% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: CA$0.11 (up from CA$0.067 in 1Q 2023). Revenue: CA$235.2m (up 5.3% from 1Q 2023). Net income: CA$6.31m (up 64% from 1Q 2023). Profit margin: 2.7% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 01Magellan Aerospace Corporation Declares Quarterly Dividend, Payable on June 28, 2024Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the company’s common shares. The dividend is payable on June 28, 2024, to stockholders of record at the close of business on June 14, 2024.お知らせ • Mar 12Magellan Aerospace Corporation Announces Impairment Charges for the Three Months Ended December 31, 2023Magellan Aerospace Corporation announced impairment charges for the three months ended December 31, 2023. For the quarter, the company announced impairment of property, plant and equipment was CAD 600,000 compared to CAD 1,772,000 a year ago. The company also reported Impairment of intangibles of CAD 555,000 against CAD 711,000 a year ago.分析記事 • Mar 07Magellan Aerospace (TSE:MAL) Has Announced A Dividend Of CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) will pay a dividend of CA$0.025 on the 29th of March. The dividend yield is...Upcoming Dividend • Mar 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (6.5%). Lower than average of industry peers (1.9%).Declared Dividend • Mar 06Third quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Feb 17Magellan Aerospace Corporation, Annual General Meeting, Apr 30, 2024Magellan Aerospace Corporation, Annual General Meeting, Apr 30, 2024.Upcoming Dividend • Dec 07Upcoming dividend of CA$0.025 per share at 1.3% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.6%). Lower than average of industry peers (2.1%).Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CA$0.06 (up from CA$0.01 in 3Q 2022). Revenue: CA$213.0m (up 12% from 3Q 2022). Net income: CA$3.67m (up CA$3.11m from 3Q 2022). Profit margin: 1.7% (up from 0.3% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Nov 09Magellan Aerospace (TSE:MAL) Will Pay A Dividend Of CA$0.025The board of Magellan Aerospace Corporation ( TSE:MAL ) has announced that it will pay a dividend on the 29th of...お知らせ • Nov 04Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on December 29, 2023Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 29, 2023, to stockholders of record at the close of business on December 15, 2023.Upcoming Dividend • Sep 07Upcoming dividend of CA$0.025 per share at 1.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.1%).Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CA$0.03 (up from CA$0.009 in 2Q 2022). Revenue: CA$219.7m (up 14% from 2Q 2022). Net income: CA$1.98m (up 267% from 2Q 2022). Profit margin: 0.9% (up from 0.3% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 70%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Aug 05Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on September 29, 2023Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on September 29, 2023, to stockholders of record at the close of business on September 15, 2023.Upcoming Dividend • Jun 08Upcoming dividend of CA$0.025 per share at 1.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 30 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.1%).分析記事 • May 26Magellan Aerospace's (TSE:MAL) Dividend Will Be Reduced To CA$0.025Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...Price Target Changed • May 10Price target increased by 30% to CA$12.00Up from CA$9.25, the current price target is an average from 2 analysts. New target price is 58% above last closing price of CA$7.60. Stock is down 10% over the past year. The company posted a net loss per share of CA$0.38 last year.分析記事 • May 06Magellan Aerospace's (TSE:MAL) Shareholders Will Receive A Smaller Dividend Than Last YearMagellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: CA$0.07 (up from CA$0.035 loss in 1Q 2022). Revenue: CA$223.4m (up 19% from 1Q 2022). Net income: CA$3.86m (up CA$5.89m from 1Q 2022). Profit margin: 1.7% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 12Price target decreased by 8.3% to CA$10.00Down from CA$10.90, the current price target is an average from 2 analysts. New target price is 23% above last closing price of CA$8.11. Stock is down 18% over the past year. The company is forecast to post earnings per share of CA$0.31 next year compared to a net loss per share of CA$0.38 last year.分析記事 • Mar 09Magellan Aerospace (TSE:MAL) Is Reducing Its Dividend To CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 31st of March, it will be paying a dividend...お知らせ • Feb 18Magellan Aerospace Corporation, Annual General Meeting, May 02, 2023Magellan Aerospace Corporation, Annual General Meeting, May 02, 2023.分析記事 • Jan 03Is Magellan Aerospace Corporation (TSE:MAL) Trading At A 46% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Magellan Aerospace...お知らせ • Dec 10Magellan Aerospace Signs Agreement with Bae Systems for F-35 Aircraft AssembliesMagellan Aerospace Corporation announced that it will continue producing F-35 Lightning II ("F-35") horizontal tail assemblies under an agreement with BAE Systems. This significant, multi-year agreement is the continuation of contract awards made to Magellan by BAE Systems and will further Magellan's participation on the global program. Lockheed Martin Magellan and BAE Systems have been working together to produce horizontal tails for the global F-35 program for more than a decade, signing the original Letter of Intent for this agreement in 2006. Both companies have since made significant investment in facilities, technologies and training to ensure the successful delivery of these flight-critical assemblies to F-35 prime contractor Lockheed Martin. The horizontal tail assemblies produced at Magellan's facility in Winnipeg, MB, will be used on the Conventional Takeoff and Landing variant of the F-35. Magellan is targeting to produce more than 1,000 ship sets of horizontal tail assemblies over the life of the F-35 program.Upcoming Dividend • Dec 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 December 2022. Payment date: 30 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.7%). Lower than average of industry peers (1.8%).分析記事 • Dec 01Magellan Aerospace (TSE:MAL) Has Announced That Its Dividend Will Be Reduced To CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 30th of December, it will be paying a dividend...分析記事 • Nov 17Magellan Aerospace (TSE:MAL) Is Paying Out Less In Dividends Than Last YearMagellan Aerospace Corporation ( TSE:MAL ) is reducing its dividend from last year's comparable payment to CA$0.025 on...Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: CA$0.01 (vs CA$0.008 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.01 (up from CA$0.008 in 3Q 2021). Revenue: CA$191.1m (up 15% from 3Q 2021). Net income: CA$563.0k (up 23% from 3Q 2021). Profit margin: 0.3% (in line with 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.分析記事 • Nov 10Would Magellan Aerospace (TSE:MAL) Be Better Off With Less Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 05Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on December 30, 2022Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares, a decrease of $0.025 (two and one-half cents) from the quarterly dividend paid in the third quarter of 2022. The dividend is payable on December 30, 2022, to stockholders of record at the close of business on December 15, 2022.Upcoming Dividend • Sep 07Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 29 September 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.6%. Lower than top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (2.0%).分析記事 • Aug 26Magellan Aerospace (TSE:MAL) Is Reducing Its Dividend To CA$0.05Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 29th of September, it will be paying a dividend...Reported Earnings • Aug 11Second quarter 2022 earnings: Revenues miss analyst expectationsSecond quarter 2022 results: Revenue: CA$192.7m (up 15% from 2Q 2021). Net income: CA$540.0k (down 49% from 2Q 2021). Profit margin: 0.3% (down from 0.6% in 2Q 2021). Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 16%, compared to a 51% growth forecast for the industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.分析記事 • Aug 11Magellan Aerospace's (TSE:MAL) Dividend Will Be Reduced To CA$0.05Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...お知らせ • Aug 06Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on September 29, 2022Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares, a decrease of $0.03 (three cents) from the quarterly dividend paid in the first quarter of 2022. The dividend is payable on September 29, 2022, to stockholders of record at the close of business on September 15, 2022.Upcoming Dividend • Jun 08Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.2%. Lower than top quartile of Canadian dividend payers (4.8%). Higher than average of industry peers (1.8%).分析記事 • May 26Magellan Aerospace's (TSE:MAL) Dividend Is Being Reduced To CA$0.08Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced to CA$0.08 on the 30th of June. The yield is...分析記事 • May 12Magellan Aerospace's (TSE:MAL) Dividend Is Being Reduced To CA$0.08Magellan Aerospace Corporation ( TSE:MAL ) is reducing its dividend to CA$0.08 on the 30th of June. However, the...Buying Opportunity • May 10Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CA$11.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Meanwhile, the company became loss making.業績と収益の成長予測TSX:MAL - 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12/31/20281,28711077113212/31/20271,2189564104312/31/20261,141774410633/31/20261,06945-255N/A12/31/20251,045392379N/A9/30/20251,007455398N/A6/30/20259753871112N/A3/31/20259684060101N/A12/31/2024942356499N/A9/30/2024925193772N/A6/30/2024915172154N/A3/31/202489112-721N/A12/31/20238809-42-17N/A9/30/2023849-11-39-17N/A6/30/2023827-14-516N/A3/31/2023800-161740N/A12/31/2022765-223459N/A9/30/2022749-73157N/A6/30/2022725-7026N/A3/31/2022700-6933N/A12/31/2021688-1-1013N/A9/30/2021690-18728N/A6/30/2021687-195170N/A3/31/2021682-1380104N/A12/31/2020744380106N/A9/30/20208113684116N/A6/30/2020883515598N/A3/31/2020985673077N/A12/31/20191,01667N/A104N/A9/30/20191,02488N/A122N/A6/30/20191,01590N/A125N/A3/31/201999292N/A117N/A12/31/201896789N/A100N/A9/30/201894591N/A107N/A6/30/201894191N/A118N/A3/31/201895287N/A132N/A12/31/2017955109N/A130N/A9/30/2017970102N/A144N/A6/30/2017985102N/A128N/A3/31/2017986105N/A119N/A12/31/20161,00489N/A155N/A9/30/20161,00990N/A102N/A6/30/20161,00889N/A99N/A3/31/201698984N/A113N/A12/31/201595179N/A94N/A9/30/201590872N/A100N/A6/30/201587467N/A98N/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: MALの予測収益成長率 (年間29% ) は 貯蓄率 ( 3% ) を上回っています。収益対市場: MALの収益 ( 29% ) はCanadian市場 ( 10.6% ) 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: MAL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: MALの収益 ( 6.6% ) Canadian市場 ( 4.5% ) 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: MALの収益 ( 6.6% ) 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: MAL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2026/05/22 14:30終値2026/05/22 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Magellan Aerospace Corporation 3 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。9 アナリスト機関David McFadgenATB CormarkClaude ProulxBMO Capital Markets Equity ResearchDouglas TaylorCanaccord Genuity6 その他のアナリストを表示
分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 14% And Analysts Are Revising Their ForecastsShareholders might have noticed that Magellan Aerospace Corporation ( TSE:MAL ) filed its first-quarter result this...
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.14b. EPS estimate increased from CA$1.22 to CA$1.37 per share. Net income forecast to grow 99% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$20.15 to CA$28.17. Share price rose 21% to CA$23.97 over the past week.
Major Estimate Revision • Apr 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.16b. EPS estimate increased from CA$1.22 to CA$1.44 per share. Net income forecast to grow 101% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$26.75 unchanged from last update. Share price rose 10% to CA$22.83 over the past week.
Price Target Changed • Nov 16Price target increased by 8.0% to CA$20.15Up from CA$18.65, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$18.45. Stock is up 73% over the past year. The company is forecast to post earnings per share of CA$0.81 for next year compared to CA$0.62 last year.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CA$1.05b to CA$1.03b. EPS estimate also fell from CA$0.93 per share to CA$0.805 per share. Net income forecast to grow 49% next year vs 41% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$18.65 unchanged from last update. Share price fell 8.6% to CA$15.50 over the past week.
分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 5.0% And Analysts Are Revising Their ForecastsShareholders of Magellan Aerospace Corporation ( TSE:MAL ) will be pleased this week, given that the stock price is up...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$28.68, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 2x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$37.32 per share.
分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 14% And Analysts Are Revising Their ForecastsShareholders might have noticed that Magellan Aerospace Corporation ( TSE:MAL ) filed its first-quarter result this...
Declared Dividend • May 13First quarter dividend of CA$0.05 announcedDividend of CA$0.05 is the same as last year. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (19% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 113% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CA$0.29 (up from CA$0.19 in 1Q 2025). Revenue: CA$285.1m (up 9.3% from 1Q 2025). Net income: CA$16.5m (up 52% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
ライブニュース • May 11Magellan Aerospace Announces Dividend as Quarterly Results Improve and Submarine Project AdvancesMagellan Aerospace declared a quarterly cash dividend of $0.05 per common share, payable on June 30, 2026, to shareholders of record on June 16, 2026. The Board reiterated that dividends are reviewed each quarter to balance shareholder returns with financial flexibility and spending on growth initiatives. The company reported first quarter 2026 revenues and net income that were higher than in the same period last year, and announced a teaming agreement with Thyssenkrupp Marine Systems to support the Canadian Patrol Submarine Project and develop industrial capabilities in Canada. The combination of a continuing dividend, higher Q1 2026 financial results versus last year, and a new industrial partnership indicates management is focusing on both shareholder cash returns and long-term program opportunities. You may want to monitor how the submarine project progresses and how consistently the company maintains its dividend policy, as both factors could influence future cash flows and capital needs.
お知らせ • May 11Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on June 30, 2026Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on June 30, 2026 to stockholders of record at the close of business on June 16, 2026.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.14b. EPS estimate increased from CA$1.22 to CA$1.37 per share. Net income forecast to grow 99% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$20.15 to CA$28.17. Share price rose 21% to CA$23.97 over the past week.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$23.97, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 248% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$37.06 per share.
Major Estimate Revision • Apr 03Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$1.10b to CA$1.16b. EPS estimate increased from CA$1.22 to CA$1.44 per share. Net income forecast to grow 101% next year vs 24% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$26.75 unchanged from last update. Share price rose 10% to CA$22.83 over the past week.
Reported Earnings • Mar 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$0.69 (up from CA$0.62 in FY 2024). Revenue: CA$1.04b (up 11% from FY 2024). Net income: CA$39.4m (up 11% from FY 2024). Profit margin: 3.8% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Aerospace & Defense 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 39% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 11Third quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 17th March 2026 Payment date: 31st March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 80% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 07Magellan Aerospace Corporation Announces Quarterly Cash Dividend, Payable on March 31, 2026Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on March 31, 2026 to stockholders of record at the close of business on March 17, 2026.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$24.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 171% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$45.00 per share.
お知らせ • Feb 24Magellan Aerospace Corporation, Annual General Meeting, May 08, 2026Magellan Aerospace Corporation, Annual General Meeting, May 08, 2026. Location: ontario, mississauga Canada
分析記事 • Jan 31Do Magellan Aerospace's (TSE:MAL) Earnings Warrant Your Attention?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jan 16Why Investors Shouldn't Be Surprised By Magellan Aerospace Corporation's (TSE:MAL) 26% Share Price SurgeDespite an already strong run, Magellan Aerospace Corporation ( TSE:MAL ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$22.48, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 171% over the past three years.
Upcoming Dividend • Dec 10Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (5.9%). In line with average of industry peers (1.2%).
Price Target Changed • Nov 16Price target increased by 8.0% to CA$20.15Up from CA$18.65, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$18.45. Stock is up 73% over the past year. The company is forecast to post earnings per share of CA$0.81 for next year compared to CA$0.62 last year.
Reported Earnings • Nov 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CA$0.22 (up from CA$0.10 in 3Q 2024). Revenue: CA$255.7m (up 14% from 3Q 2024). Net income: CA$12.7m (up 117% from 3Q 2024). Profit margin: 5.0% (up from 2.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 15Investors Met With Slowing Returns on Capital At Magellan Aerospace (TSE:MAL)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Declared Dividend • Nov 12Second quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 148% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 08Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on December 31, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 31, 2025 to stockholders of record at the close of business on December 17, 2025.
Upcoming Dividend • Sep 09Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 29 September 2025. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Canadian dividend payers (5.9%). Lower than average of industry peers (1.2%).
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CA$1.05b to CA$1.03b. EPS estimate also fell from CA$0.93 per share to CA$0.805 per share. Net income forecast to grow 49% next year vs 41% growth forecast for Aerospace & Defense industry in Canada. Consensus price target of CA$18.65 unchanged from last update. Share price fell 8.6% to CA$15.50 over the past week.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$0.094 (down from CA$0.13 in 2Q 2024). Revenue: CA$249.8m (up 2.8% from 2Q 2024). Net income: CA$5.37m (down 28% from 2Q 2024). Profit margin: 2.1% (down from 3.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 13First quarter dividend of CA$0.05 announcedShareholders will receive a dividend of CA$0.05. Ex-date: 16th September 2025 Payment date: 29th September 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 9%.
Upcoming Dividend • Jun 09Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (1.3%).
分析記事 • May 23Market Participants Recognise Magellan Aerospace Corporation's (TSE:MAL) Earnings Pushing Shares 29% HigherMagellan Aerospace Corporation ( TSE:MAL ) shares have continued their recent momentum with a 29% gain in the last...
分析記事 • May 14Earnings Miss: Magellan Aerospace Corporation Missed EPS By 5.0% And Analysts Are Revising Their ForecastsShareholders of Magellan Aerospace Corporation ( TSE:MAL ) will be pleased this week, given that the stock price is up...
Price Target Changed • May 13Price target increased by 17% to CA$18.15Up from CA$15.50, the current price target is an average from 2 analysts. New target price is 14% above last closing price of CA$15.99. Stock is up 102% over the past year. The company is forecast to post earnings per share of CA$0.97 for next year compared to CA$0.62 last year.
Reported Earnings • May 12First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: CA$0.19 (up from CA$0.11 in 1Q 2024). Revenue: CA$260.9m (up 11% from 1Q 2024). Net income: CA$10.8m (up 72% from 1Q 2024). Profit margin: 4.1% (up from 2.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Aerospace & Defense industry in North America. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Declared Dividend • May 09Fourth quarter dividend increased to CA$0.05Dividend of CA$0.05 is 100% higher than last year. Ex-date: 16th June 2025 Payment date: 30th June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 9%.
お知らせ • May 07Magellan Aerospace Announces Quarterly Dividend, Payable on June 30, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares, an increase of $0.025 (two and one-half cents) from the Corporation’s quarterly dividend paid in the first quarter of 2025. The increase in the dividend rate is reflective of the Corporation’s improving balance sheet and financial results. The dividend is payable on June 30, 2025 to stockholders of record at the close of business on June 16, 2025.
分析記事 • May 03Does Magellan Aerospace (TSE:MAL) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CA$13.29, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 41% over the past three years.
分析記事 • Mar 26Earnings Tell The Story For Magellan Aerospace Corporation (TSE:MAL) As Its Stock Soars 34%The Magellan Aerospace Corporation ( TSE:MAL ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CA$12.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Aerospace & Defense industry in Canada. Total returns to shareholders of 31% over the past three years.
Major Estimate Revision • Mar 20Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CA$0.775 to CA$0.91. Revenue forecast steady at CA$1.01b. Net income forecast to grow 47% next year vs 26% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$15.00 to CA$15.50. Share price rose 12% to CA$11.15 over the past week.
Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: CA$0.62 (up from CA$0.16 in FY 2023). Revenue: CA$942.4m (up 7.1% from FY 2023). Net income: CA$35.5m (up 284% from FY 2023). Profit margin: 3.8% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 12Third quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 19th March 2025 Payment date: 31st March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 08Magellan Aerospace Announces Quarterly Dividend, Payable on March 31, 2025Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on March 31, 2025 to stockholders of record at the close of business on March 19, 2025.
お知らせ • Feb 26Magellan Aerospace Corporation, Annual General Meeting, May 06, 2025Magellan Aerospace Corporation, Annual General Meeting, May 06, 2025. Location: ontario, mississauga Canada
分析記事 • Dec 20Magellan Aerospace (TSE:MAL) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Dec 10Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 17 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (1.5%).
Major Estimate Revision • Nov 12Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CA$974.9m to CA$935.6m. EPS estimate also fell from CA$0.595 per share to CA$0.53 per share. Net income forecast to grow 111% next year vs 27% growth forecast for Aerospace & Defense industry in Canada. Consensus price target up from CA$14.50 to CA$15.00. Share price rose 4.5% to CA$10.82 over the past week.
Price Target Changed • Nov 07Price target increased by 7.1% to CA$15.00Up from CA$14.00, the current price target is an average from 2 analysts. New target price is 47% above last closing price of CA$10.22. Stock is up 28% over the past year. The company is forecast to post earnings per share of CA$0.53 for next year compared to CA$0.16 last year.
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: CA$0.10 (up from CA$0.064 in 3Q 2023). Revenue: CA$223.5m (up 4.9% from 3Q 2023). Net income: CA$5.85m (up 59% from 3Q 2023). Profit margin: 2.6% (up from 1.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.3%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 02Magellan Aerospace Corporation Announces Quarterly Cash Dividend, Payable on December 31, 2024Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 31, 2024 to stockholders of record at the close of business on December 17, 2024.
Upcoming Dividend • Sep 09Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (6.1%). Lower than average of industry peers (1.5%).
分析記事 • Aug 08We Think Magellan Aerospace (TSE:MAL) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: CA$0.13 (up from CA$0.034 in 2Q 2023). Revenue: CA$242.9m (up 11% from 2Q 2023). Net income: CA$7.45m (up 276% from 2Q 2023). Profit margin: 3.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (1.6%).
Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director JP Veitch was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • May 08Price target increased by 9.8% to CA$14.00Up from CA$12.75, the current price target is an average from 2 analysts. New target price is 76% above last closing price of CA$7.96. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of CA$0.66 for next year compared to CA$0.16 last year.
Declared Dividend • May 05First quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (37% 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 decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 68% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: CA$0.11 (up from CA$0.067 in 1Q 2023). Revenue: CA$235.2m (up 5.3% from 1Q 2023). Net income: CA$6.31m (up 64% from 1Q 2023). Profit margin: 2.7% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 01Magellan Aerospace Corporation Declares Quarterly Dividend, Payable on June 28, 2024Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the company’s common shares. The dividend is payable on June 28, 2024, to stockholders of record at the close of business on June 14, 2024.
お知らせ • Mar 12Magellan Aerospace Corporation Announces Impairment Charges for the Three Months Ended December 31, 2023Magellan Aerospace Corporation announced impairment charges for the three months ended December 31, 2023. For the quarter, the company announced impairment of property, plant and equipment was CAD 600,000 compared to CAD 1,772,000 a year ago. The company also reported Impairment of intangibles of CAD 555,000 against CAD 711,000 a year ago.
分析記事 • Mar 07Magellan Aerospace (TSE:MAL) Has Announced A Dividend Of CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) will pay a dividend of CA$0.025 on the 29th of March. The dividend yield is...
Upcoming Dividend • Mar 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Canadian dividend payers (6.5%). Lower than average of industry peers (1.9%).
Declared Dividend • Mar 06Third quarter dividend of CA$0.025 announcedDividend of CA$0.025 is the same as last year. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Feb 17Magellan Aerospace Corporation, Annual General Meeting, Apr 30, 2024Magellan Aerospace Corporation, Annual General Meeting, Apr 30, 2024.
Upcoming Dividend • Dec 07Upcoming dividend of CA$0.025 per share at 1.3% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CA$0.06 (up from CA$0.01 in 3Q 2022). Revenue: CA$213.0m (up 12% from 3Q 2022). Net income: CA$3.67m (up CA$3.11m from 3Q 2022). Profit margin: 1.7% (up from 0.3% in 3Q 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Nov 09Magellan Aerospace (TSE:MAL) Will Pay A Dividend Of CA$0.025The board of Magellan Aerospace Corporation ( TSE:MAL ) has announced that it will pay a dividend on the 29th of...
お知らせ • Nov 04Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on December 29, 2023Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on December 29, 2023, to stockholders of record at the close of business on December 15, 2023.
Upcoming Dividend • Sep 07Upcoming dividend of CA$0.025 per share at 1.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.1%).
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: CA$0.03 (up from CA$0.009 in 2Q 2022). Revenue: CA$219.7m (up 14% from 2Q 2022). Net income: CA$1.98m (up 267% from 2Q 2022). Profit margin: 0.9% (up from 0.3% in 2Q 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 70%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 05Magellan Aerospace Corporation Declares Quarterly Cash Dividend, Payable on September 29, 2023Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 per share on the Corporation’s common shares. The Board of Directors of the Corporation continues to review its dividends on a quarterly basis for more visibility of recovery, and ensure that the dividend declared balances the return of capital to shareholders while maintaining adequate financial flexibility and investment in growth initiatives. The dividend is payable on September 29, 2023, to stockholders of record at the close of business on September 15, 2023.
Upcoming Dividend • Jun 08Upcoming dividend of CA$0.025 per share at 1.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 30 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.1%).
分析記事 • May 26Magellan Aerospace's (TSE:MAL) Dividend Will Be Reduced To CA$0.025Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...
Price Target Changed • May 10Price target increased by 30% to CA$12.00Up from CA$9.25, the current price target is an average from 2 analysts. New target price is 58% above last closing price of CA$7.60. Stock is down 10% over the past year. The company posted a net loss per share of CA$0.38 last year.
分析記事 • May 06Magellan Aerospace's (TSE:MAL) Shareholders Will Receive A Smaller Dividend Than Last YearMagellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...
Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: CA$0.07 (up from CA$0.035 loss in 1Q 2022). Revenue: CA$223.4m (up 19% from 1Q 2022). Net income: CA$3.86m (up CA$5.89m from 1Q 2022). Profit margin: 1.7% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 12Price target decreased by 8.3% to CA$10.00Down from CA$10.90, the current price target is an average from 2 analysts. New target price is 23% above last closing price of CA$8.11. Stock is down 18% over the past year. The company is forecast to post earnings per share of CA$0.31 next year compared to a net loss per share of CA$0.38 last year.
分析記事 • Mar 09Magellan Aerospace (TSE:MAL) Is Reducing Its Dividend To CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 31st of March, it will be paying a dividend...
お知らせ • Feb 18Magellan Aerospace Corporation, Annual General Meeting, May 02, 2023Magellan Aerospace Corporation, Annual General Meeting, May 02, 2023.
分析記事 • Jan 03Is Magellan Aerospace Corporation (TSE:MAL) Trading At A 46% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Magellan Aerospace...
お知らせ • Dec 10Magellan Aerospace Signs Agreement with Bae Systems for F-35 Aircraft AssembliesMagellan Aerospace Corporation announced that it will continue producing F-35 Lightning II ("F-35") horizontal tail assemblies under an agreement with BAE Systems. This significant, multi-year agreement is the continuation of contract awards made to Magellan by BAE Systems and will further Magellan's participation on the global program. Lockheed Martin Magellan and BAE Systems have been working together to produce horizontal tails for the global F-35 program for more than a decade, signing the original Letter of Intent for this agreement in 2006. Both companies have since made significant investment in facilities, technologies and training to ensure the successful delivery of these flight-critical assemblies to F-35 prime contractor Lockheed Martin. The horizontal tail assemblies produced at Magellan's facility in Winnipeg, MB, will be used on the Conventional Takeoff and Landing variant of the F-35. Magellan is targeting to produce more than 1,000 ship sets of horizontal tail assemblies over the life of the F-35 program.
Upcoming Dividend • Dec 07Upcoming dividend of CA$0.025 per shareEligible shareholders must have bought the stock before 14 December 2022. Payment date: 30 December 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.7%). Lower than average of industry peers (1.8%).
分析記事 • Dec 01Magellan Aerospace (TSE:MAL) Has Announced That Its Dividend Will Be Reduced To CA$0.025Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 30th of December, it will be paying a dividend...
分析記事 • Nov 17Magellan Aerospace (TSE:MAL) Is Paying Out Less In Dividends Than Last YearMagellan Aerospace Corporation ( TSE:MAL ) is reducing its dividend from last year's comparable payment to CA$0.025 on...
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: CA$0.01 (vs CA$0.008 in 3Q 2021)Third quarter 2022 results: EPS: CA$0.01 (up from CA$0.008 in 3Q 2021). Revenue: CA$191.1m (up 15% from 3Q 2021). Net income: CA$563.0k (up 23% from 3Q 2021). Profit margin: 0.3% (in line with 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 10Would Magellan Aerospace (TSE:MAL) Be Better Off With Less Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 05Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on December 30, 2022Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.025 (two and one-half cents) per share on the Corporation’s common shares, a decrease of $0.025 (two and one-half cents) from the quarterly dividend paid in the third quarter of 2022. The dividend is payable on December 30, 2022, to stockholders of record at the close of business on December 15, 2022.
Upcoming Dividend • Sep 07Upcoming dividend of CA$0.05 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 29 September 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.6%. Lower than top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (2.0%).
分析記事 • Aug 26Magellan Aerospace (TSE:MAL) Is Reducing Its Dividend To CA$0.05Magellan Aerospace Corporation ( TSE:MAL ) has announced that on 29th of September, it will be paying a dividend...
Reported Earnings • Aug 11Second quarter 2022 earnings: Revenues miss analyst expectationsSecond quarter 2022 results: Revenue: CA$192.7m (up 15% from 2Q 2021). Net income: CA$540.0k (down 49% from 2Q 2021). Profit margin: 0.3% (down from 0.6% in 2Q 2021). Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 16%, compared to a 51% growth forecast for the industry in Canada. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 11Magellan Aerospace's (TSE:MAL) Dividend Will Be Reduced To CA$0.05Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced from last year's payment covering the same...
お知らせ • Aug 06Magellan Aerospace Corporation Announces Quarterly Dividend, Payable on September 29, 2022Magellan Aerospace Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.05 (five cents) per share on the Corporation’s common shares, a decrease of $0.03 (three cents) from the quarterly dividend paid in the first quarter of 2022. The dividend is payable on September 29, 2022, to stockholders of record at the close of business on September 15, 2022.
Upcoming Dividend • Jun 08Upcoming dividend of CA$0.08 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.2%. Lower than top quartile of Canadian dividend payers (4.8%). Higher than average of industry peers (1.8%).
分析記事 • May 26Magellan Aerospace's (TSE:MAL) Dividend Is Being Reduced To CA$0.08Magellan Aerospace Corporation's ( TSE:MAL ) dividend is being reduced to CA$0.08 on the 30th of June. The yield is...
分析記事 • May 12Magellan Aerospace's (TSE:MAL) Dividend Is Being Reduced To CA$0.08Magellan Aerospace Corporation ( TSE:MAL ) is reducing its dividend to CA$0.08 on the 30th of June. However, the...
Buying Opportunity • May 10Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CA$11.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Meanwhile, the company became loss making.