Air Canada

TSX:AC 株式レポート

時価総額:CA$6.2b

Air Canada 過去の業績

過去 基準チェック /26

Air Canadaは、平均年間61.3%の収益成長を遂げていますが、 Airlines業界の収益は、年間 成長しています。収益は、平均年間42.6% 25.5%収益成長率で 成長しています。 Air Canadaの自己資本利益率は29.2%であり、純利益率は3.5%です。

主要情報

61.30%

収益成長率

62.95%

EPS成長率

Airlines 業界の成長0.48%
収益成長率25.47%
株主資本利益率29.19%
ネット・マージン3.46%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 Aug 04

Air Canada's (TSE:AC) Problems Go Beyond Weak Profit

Investors were disappointed by Air Canada's ( TSE:AC ) latest earnings release. We did some analysis, and found that...

Recent updates

新しいナラティブ May 25

(AC:TSX): Record Q1 EBITDA Despite Fuel Volatility, Fleet Modernization Underway, Guidance Pulled on Geopolitical Risk

Air Canada (AC:TSX) Just Proved It Can Still Deliver on Operational Excellence Look, let's be real about what happened with Air Canada (TSX:AC) on April 30, 2026. The airline reported earnings that should have made investors feel genuinely optimistic, and then immediately did something that feels uniquely airline-industry—suspended full-year guidance because jet fuel prices turned into a geopolitical lottery ticket.
ナラティブの更新 May 24

AC: Higher Fuel Costs And Fleet Investments Will Shape Future Pricing Power

Analysts have reduced the Air Canada fair value estimate from CA$23.48 to about CA$22.39 as recent price target cuts reflect higher jet fuel costs and more cautious revenue and margin expectations, even though modeled profit margins and P/E assumptions have been slightly adjusted. Analyst Commentary Recent research updates on Air Canada point to a more cautious stance as analysts reassess fuel assumptions, earnings power and valuation multiples.
ナラティブの更新 Apr 28

AC: Higher Fuel Costs Will Eventually Support Stronger Pricing Power

Analysts have trimmed the Air Canada target by CA$0.50 to CA$23.48, reflecting updated assumptions for fuel costs and slightly softer margin expectations, even as revenue growth estimates and P/E assumptions are adjusted. Analyst Commentary Recent research updates cluster around two themes for Air Canada, your upside case tied to execution on growth and pricing, and your risk case centered on fuel costs and capacity plans.
ナラティブの更新 Apr 14

AC: Fuel Cost Headwinds Will Present Opportunity For Future Margin Upside

Analysts have nudged the Air Canada fair value estimate slightly lower to CA$23.98 from CA$24.11, reflecting a series of recent price target cuts and rating downgrades that cite higher jet fuel costs and tighter margin expectations, even as revenue growth and profit margin assumptions in the model are adjusted upward and the future P/E assumption is marked lower. Analyst Commentary Recent research updates on Air Canada highlight a mixed setup, with some analysts trimming targets and ratings while others still see room for upside at current levels.
ナラティブの更新 Mar 31

AC: Fuel Headwinds Will Present Opportunity For Future Upside Potential

Analysts have trimmed the Air Canada price target by about CA$0.25 as higher jet fuel costs and more cautious long term estimates, including lower assumed revenue growth and a slightly higher discount rate, weigh against modestly better profit margin assumptions and a lower future P/E. Analyst Commentary Recent Street research on Air Canada clusters around two clear themes, with some analysts leaning constructive on execution and valuation, while others focus on fuel costs and capacity risk.
ナラティブの更新 Mar 16

AC: Higher Fuel Costs And Capacity Plans Will Shape Future Risk Reward

The updated fair value estimate for Air Canada shifts to CA$17.0 from CA$20.1. This reflects analysts' focus on higher discount rates, softer profit margin assumptions, and a higher future P/E multiple after a series of price target cuts tied to rising jet fuel costs and more cautious earnings estimates. Analyst Commentary Recent Street research on Air Canada tilts more cautious, with several bearish analysts revising ratings and price targets alongside higher fuel cost assumptions and more conservative margin outlooks.
ナラティブの更新 Mar 02

AC: Capacity Plans And Fleet Refresh Will Shape Balanced Risk Reward

Our updated Air Canada narrative reflects a higher fair value estimate of CA$20.10 from CA$18.69, in line with recent analyst price target increases into the CA$22 to CA$27 range, supported by refreshed earnings models and mixed views on the company’s longer term capacity growth plans. Analyst Commentary Street research on Air Canada has been active, with several firms updating their models and price targets following recent earnings.
ナラティブの更新 Feb 16

AC: Fleet Expansion And Partnerships Will Shape Balanced Risk Reward Outlook

Narrative Update The analyst price target for Air Canada has been raised by CA$4 to CA$22, with analysts pointing to updated post earnings models and revised assumptions on revenue growth, margins and future P/E to support the new level. Analyst Commentary Recent research updates around Air Canada have been cautious, even as published price targets move higher.
ナラティブの更新 Jan 21

AC: Share Repurchases Will Support Future Upside Despite Cautious Earnings Expectations

Air Canada's updated analyst price target edges up to about C$24.36 from roughly C$24.24, as analysts factor in slightly adjusted revenue growth, profit margin, and future P/E assumptions, alongside recent target revisions clustered in the C$21 to C$26 range. Analyst Commentary Recent research points to a mixed but fairly contained range of views on Air Canada, with price targets clustered around the low to mid C$20s.
分析記事 Jan 09

Air Canada (TSE:AC) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 Jan 07

AC: Expanded Routes And Partnerships Will Support Constructive Long Term Upside

Analysts have modestly reduced their implied fair value for Air Canada from about C$31.59 to C$31.16. This reflects a series of slightly lower Street price targets and a view that near term upside to estimates may be limited, even as revenue growth assumptions and the future P/E expectation have been adjusted.
ナラティブの更新 Dec 19

AC: Share Repurchases Will Drive Future Upside Amid Near-Term Operational Headwinds

Analysts have modestly reduced their Air Canada price target by C$1. This reflects a series of lowered Street targets and a cautious outlook on near term upside amid operational headwinds and limited positive catalysts.
ナラティブの更新 Dec 05

AC: Share Repurchases Will Drive Future Upside Despite Near-Term Labor Headwinds

Air Canada’s analyst price target has been revised modestly lower, by roughly C$1 to C$2 per share, as analysts factor in softer near term upside, lingering labor and yield headwinds, and a lack of immediate positive catalysts despite largely unchanged long term fundamentals. Analyst Commentary Recent Street research reflects a more balanced stance on Air Canada, with analysts broadly trimming price targets while maintaining a mix of positive and cautious views on the company’s execution and valuation.
ナラティブの更新 Nov 21

AC: Summer Route Expansion And Share Buyback Will Drive Bullish Outlook

Analysts have modestly lowered their price target for Air Canada, with the fair value decreasing from C$24.36 to approximately C$24.24. They cite ongoing headwinds and a cautious near-term outlook for the airline sector as reasons for this adjustment.
ナラティブの更新 Oct 29

Labor Uncertainty And New Routes Will Shape Upcoming Performance

Analysts have lowered Air Canada's average price target in recent weeks, with cuts ranging from C$1 to C$2 per report. They cited headwinds such as weaker recent results, persistent labor risks, and a lack of near-term positive catalysts.
ナラティブの更新 Oct 14

International Travel Expansion And Rising Costs Will Define Future Prospects

Air Canada's fair value estimate has been revised downward to $24.36 from $24.89 as analysts cite recent price target reductions, concerns about operational headwinds, and a weaker near-term outlook. Analyst Commentary Recent Street research demonstrates a shift in sentiment surrounding Air Canada's outlook, with several firms adjusting their price targets and ratings in response to operational and market conditions.
ナラティブの更新 Sep 26

International Travel Expansion And Rising Costs Will Define Future Prospects

Air Canada’s consensus price target was slightly reduced to CA$24.89, reflecting analyst caution amid weak Q3 results, strike disruptions, ongoing labor risks, and few near-term catalysts. Analyst Commentary Recent downgrade driven by weak Q3 results due to strike disruptions, ongoing labor risks, and anticipated yield pressure.
分析記事 Aug 04

Air Canada's (TSE:AC) Problems Go Beyond Weak Profit

Investors were disappointed by Air Canada's ( TSE:AC ) latest earnings release. We did some analysis, and found that...
分析記事 Jul 21

Is Air Canada (TSE:AC) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 May 11

There's No Escaping Air Canada's (TSE:AC) Muted Earnings Despite A 28% Share Price Rise

Air Canada ( TSE:AC ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last month...
分析記事 May 02

The Returns At Air Canada (TSE:AC) Aren't Growing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 Apr 04

Does Air Canada (TSE:AC) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Mar 14

Air Canada's (TSE:AC) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 2.9x Air Canada ( TSE:AC ) may be sending very bullish signals at the...
分析記事 Jan 30

Return Trends At Air Canada (TSE:AC) Aren't Appealing

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Dec 19

Is Air Canada (TSE:AC) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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新しいナラティブ Dec 03

Capacity Expansion Amid Rising Costs Will Erode Profits And Limit Earnings Growth

Planned capacity expansion may undermine revenue growth if demand doesn't meet supply increases amid cost pressures.
分析記事 Nov 28

Does Air Canada (TSE:AC) Deserve A Spot On Your Watchlist?

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 Nov 02

Air Canada (TSE:AC) Held Back By Insufficient Growth Even After Shares Climb 32%

Despite an already strong run, Air Canada ( TSE:AC ) shares have been powering on, with a gain of 32% in the last...

収支内訳

Air Canada の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:AC 収益、費用、利益 ( )CAD Millions
日付収益収益G+A経費研究開発費
31 Mar 2622,9617941,1780
31 Dec 2522,3726441,1510
30 Sep 2522,006-2961,1510
30 Jun 2522,3381,4751,1730
31 Mar 2522,2251,6991,1660
31 Dec 2422,2551,7201,1660
30 Sep 2422,0262,5481,1550
30 Jun 2422,2641,7631,1710
31 Mar 2422,1722,1911,1650
31 Dec 2321,8332,2761,1650
30 Sep 2321,3382,2601,1390
30 Jun 2320,3165021,0750
31 Mar 2318,870-7221,0040
31 Dec 2216,556-1,7008530
30 Sep 2214,607-2,3617670
30 Jun 2211,388-2,4935860
31 Mar 228,244-3,2724230
31 Dec 216,400-3,6023230
30 Sep 214,496-4,2702350
30 Jun 213,150-4,3151940
31 Mar 212,840-4,9021710
31 Dec 205,833-4,6473460
30 Sep 209,435-3,3344940
30 Jun 2014,208-2,0137470
31 Mar 2018,419829670
31 Dec 1919,1311,4769880
30 Sep 1918,8869649720
30 Jun 1918,7711,0309330
31 Mar 1918,3665859010
31 Dec 1818,003378720
30 Sep 1817,6394058400
30 Jun 1817,1041,4268160
31 Mar 1816,6811,8397910
31 Dec 1716,2522,0297700
30 Sep 1715,8571,8427730
30 Jun 1715,4288877140
31 Mar 1714,9767626970
31 Dec 1614,6778767030
30 Sep 1614,4349386710
30 Jun 1614,0066056690
31 Mar 1613,9627146450
31 Dec 1513,8683036080
30 Sep 1513,7903195670
30 Jun 1513,5652055490

質の高い収益: ACは 高品質の収益 を持っています。

利益率の向上: ACの現在の純利益率 (3.5%)は、昨年(7.6%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: AC過去 5 年間で収益を上げており、収益は年間61.3%増加しています。

成長の加速: ACは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ACは過去 1 年間で収益成長率がマイナス ( -53.3% ) となったため、 Airlines業界平均 ( 17.2% ) と比較することが困難です。


株主資本利益率

高いROE: ACの 自己資本利益率 ( 29.19% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/28 21:27
終値2026/05/28 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
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

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

Air Canada 13 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。31

アナリスト機関
Christopher MurrayATB Cormark
David OcampoATB Cormark Historical (Cormark Securities)
Ahmad ShaathBeacon Securities Limited