NFI Group Inc.

TSX:NFI 株式レポート

時価総額:CA$3.0b

NFI Group 将来の成長

Future 基準チェック /46

NFI Groupは、86.7%と9%でそれぞれ年率86.7%で利益と収益が成長すると予測される一方、EPSはgrowで73.3%年率。

主要情報

86.7%

収益成長率

73.29%

EPS成長率

Machinery 収益成長53.5%
収益成長率9.0%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日28 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 Jul 21

NFI: Turnaround And Deleveraging Plans Will Shape Profitability Outlook

The analyst price target for NFI Group has been revised from CA$17.00 to CA$25.64, with analysts citing an operational turnaround, improving profitability assumptions, and a higher forward P/E outlook as key reasons for the change. Analyst Commentary Recent Street research on NFI Group points to a shift in sentiment that highlights both the progress of the operational turnaround and the risks that still matter for shareholders.
ナラティブ更新 Jul 07

NFI: Turnaround Momentum Will Support Improving Margins And Earnings Quality

Analysts have lifted their CA$-denominated price target for NFI Group by roughly CA$2.45 to CA$29, reflecting updated views that factor in a higher fair value estimate, a lower discount rate, and revised assumptions for growth, margins, and future P/E levels following a series of recent target hikes across the Street. Analyst Commentary Recent research on NFI Group points to a clear shift in tone, with multiple bullish analysts revisiting their models and adjusting price targets as they reassess the company’s fair value and execution track record.
ナラティブ更新 Jun 23

NFI: Operational Turnaround Will Drive Further Profitability Improvements And Margin Expansion

Analysts have nudged their average price target on NFI Group higher by CA$0.50 to CA$29.00, citing the company’s operational turnaround and expectations for further profitability improvements. Analyst Commentary Recent research on NFI Group points to a reassessment of the company’s positioning as it moves through its operational turnaround, with several firms updating coverage and price targets aligned with a CA$29.00 level.
ナラティブ更新 Jun 05

NFI: Operational Turnaround And Bus Orders Will Support Future Margin Expansion

Narrative Update The analyst price target for NFI Group has been revised from CA$21.94 to CA$27.00. Analysts highlight an operational turnaround, improving profitability and a series of recent target increases across several firms as the key drivers behind this change.
ナラティブ更新 Jan 27

NFI: New Leadership And Guidance Reset Will Support Future Margin Expansion

Analysts have adjusted their price target for NFI Group from $20.84 to $21.94, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News NFI Group’s Board appointed John Sapp as Chief Executive Officer, effective January 1, 2026, following a global search led by the Board’s Human Resources, Compensation and Governance committee (Key Developments).
分析記事 Jan 13

Further Upside For NFI Group Inc. (TSE:NFI) Shares Could Introduce Price Risks After 25% Bounce

NFI Group Inc. ( TSE:NFI ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブ更新 Jan 09

NFI: Leadership Transition And Supply Chain Securing Will Support Future Margin Expansion

Analysts have made a small upward adjustment to their price target for NFI Group to approximately $20.84 from about $20.79. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples.
ナラティブ更新 Dec 23

NFI: Transit Demand Tailwinds Will Drive Margin Expansion And Zero Emission Recovery

Analysts have trimmed their average price target on NFI Group to about C$21 from roughly C$23, reflecting modestly lower growth expectations but still supportive views on improving margins and the company’s long term earnings power. Analyst Commentary Analysts remain broadly constructive on NFI Group despite the modest reset in price targets, with consensus still anchored in the view that the company can execute on its margin expansion and backlog conversion plans.
ナラティブ更新 Dec 09

NFI: Transit Demand Tailwinds Will Support Future Recovery In Zero Emission Deliveries

NFI Group's analyst price target has been trimmed slightly to about C$20.40 from C$20.76, as analysts modestly adjust fair value assumptions while maintaining a generally constructive outlook on the company. Analyst Commentary Recent Street research reflects modestly reduced price targets for NFI Group, clustering in the C$20 to C$22 range, while ratings remain skewed toward Outperform.
ナラティブ更新 Nov 25

NFI: Recovery in Transit Demand Will Drive Revenue Upside Ahead

The average analyst price target for NFI Group has been revised downward from approximately C$21.54 to C$20.76. This reflects recent adjustments as analysts cite lower profit margin estimates and moderated fair value projections, despite continued revenue growth expectations.
ナラティブ更新 Nov 10

NFI: Order Backlog and Transit Market Recovery Will Drive Upside

Analysts have lowered their average price target for NFI Group from approximately C$22.35 to C$21.54. They cited more cautious forecasts for revenue growth and profitability.
ナラティブ更新 Oct 27

Record Backlog And Industry Partnerships Will Drive Long-Term Market Expansion

The average analyst price target for NFI Group has been revised slightly lower from approximately $22.42 to $22.35. This change reflects recent analyst adjustments in response to updated company forecasts and market conditions.
ナラティブ更新 Oct 13

Record Backlog And Government Funding Will Expand Bus Market

NFI Group's average analyst price target has decreased from C$23 to a range between C$20 and C$22. Analysts cite tempered expectations for revenue growth and profit margins in their latest updates.
ナラティブ更新 Sep 29

Record Backlog And Government Funding Will Expand Bus Market

Analysts modestly lowered NFI Group’s price target to CA$22.58, reflecting near-term supply chain challenges despite expectations for earnings inflection in H2 2025 and positive demand and defense trends. Analyst Commentary Bullish analysts see an inflection point in earnings in H2 2025 as seat supplier issues are expected to ease.
分析記事 Sep 15

NFI Group Inc. (TSE:NFI) Screens Well But There Might Be A Catch

NFI Group Inc.'s ( TSE:NFI ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
分析記事 Jun 21

Here's Why NFI Group (TSE:NFI) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 May 10

A Piece Of The Puzzle Missing From NFI Group Inc.'s (TSE:NFI) 28% Share Price Climb

Despite an already strong run, NFI Group Inc. ( TSE:NFI ) shares have been powering on, with a gain of 28% in the last...
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新しいナラティブ Apr 27

Record Backlog And Diverse Bus Models Will Drive Production Efficiency

Strong order backlog and propulsion-agnostic strategy position the company for revenue growth and market share capture across changing demand types.
分析記事 Mar 15

Investors Still Aren't Entirely Convinced By NFI Group Inc.'s (TSE:NFI) Revenues Despite 35% Price Jump

Those holding NFI Group Inc. ( TSE:NFI ) shares would be relieved that the share price has rebounded 35% in the last...
分析記事 Mar 11

NFI Group (TSE:NFI) Could Be At Risk Of Shrinking As A Company

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 Jan 28

Sentiment Still Eluding NFI Group Inc. (TSE:NFI)

NFI Group Inc.'s ( TSE:NFI ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
分析記事 Dec 07

NFI Group Inc.'s (TSE:NFI) Intrinsic Value Is Potentially 77% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, NFI Group fair value estimate is CA$24.66 NFI Group's CA$13.94...
分析記事 Oct 07

Investors Continue Waiting On Sidelines For NFI Group Inc. (TSE:NFI)

NFI Group Inc.'s ( TSE:NFI ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
分析記事 Jun 18

Does NFI Group (TSE:NFI) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 23

A Piece Of The Puzzle Missing From NFI Group Inc.'s (TSE:NFI) 41% Share Price Climb

NFI Group Inc. ( TSE:NFI ) shares have had a really impressive month, gaining 41% after a shaky period beforehand. The...
分析記事 Mar 28

Investors Holding Back On NFI Group Inc. (TSE:NFI)

With a price-to-sales (or "P/S") ratio of 0.4x NFI Group Inc. ( TSE:NFI ) may be sending bullish signals at the moment...
分析記事 Jan 19

Health Check: How Prudently Does NFI Group (TSE:NFI) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Dec 22

NFI Group Inc. (TSE:NFI) Screens Well But There Might Be A Catch

NFI Group Inc.'s ( TSE:NFI ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
分析記事 Sep 29

Is NFI Group (TSE:NFI) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

業績と収益の成長予測

TSX:NFI - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/20284,5472032032363
12/31/20274,3861711541858
12/31/20263,9811131111618
3/29/20263,615-1242479N/A
12/28/20253,615-142128174N/A
9/28/20253,426-2902273N/A
6/29/20253,258-164-101-57N/A
3/30/20253,2410-243N/A
12/29/20243,122-3-3315N/A
9/29/20243,082-24853N/A
6/30/20243,081-491359N/A
3/31/20242,890-100-2816N/A
12/31/20232,692-136-101-64N/A
10/1/20232,585-286-150-117N/A
7/2/20232,389-287-227-198N/A
4/2/20232,126-295-204-175N/A
1/1/20232,061-276-273-242N/A
10/2/20222,066-133-131-93N/A
7/3/20222,044-108-47-13N/A
4/3/20222,229-493270N/A
1/2/20222,344-1479115N/A
9/26/20212,36032455N/A
6/27/20212,532-75989N/A
3/28/20212,283-83-29-5N/A
12/27/20202,419-1584066N/A
9/27/20202,625-132117140N/A
6/28/20202,687-10884116N/A
3/29/20203,037-265189N/A
12/29/20192,89358N/A99N/A
9/29/20192,63866N/A2N/A
6/30/20192,518105N/A72N/A
3/31/20192,507146N/A151N/A
12/30/20182,519160N/A175N/A
9/30/20182,512193N/A115N/A
7/1/20182,448191N/A90N/A
4/1/20182,388184N/A99N/A
12/31/20172,382191N/A172N/A
10/1/20172,350157N/A199N/A
7/2/20172,320148N/A212N/A
4/2/20172,293140N/A212N/A
1/1/20172,274125N/A150N/A
10/2/20162,07197N/A140N/A
7/3/20161,92488N/A122N/A
4/3/20161,71266N/A41N/A
12/27/20151,53954N/A43N/A
9/27/20151,54047N/A44N/A

アナリストによる今後の成長予測

収入対貯蓄率: NFIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3% ) よりも高い成長率であると考えられます。

収益対市場: NFI今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: NFI今後 3 年以内に収益を上げることが予想されます。

収益対市場: NFIの収益 ( 9% ) Canadian市場 ( 4.4% ) 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: NFIの収益 ( 9% ) 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: NFI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

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/31 13:07
終値2026/07/31 00:00
収益2026/03/29
年間収益2025/12/28

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NFI Group Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Christopher MurrayATB Cormark
Sarah HughesATB Cormark Historical (Cormark Securities)
John GibsonBMO Capital Markets Equity Research