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LATAM Airlines Group S.A.SNSE:LTM 株式レポート

時価総額 CL$14.5t
株価
n/a
1Y22.1%
7D1.8%
1D0.8%
ポートフォリオ価値
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LATAM Airlines Group S.A.

SNSE:LTM 株式レポート

時価総額:CL$14.5t

LATAM Airlines Group(LTM)株式概要

ラタム航空グループ(LATAM Airlines Group S.A.)は、その子会社とともに、チリ、アルゼンチン、ペルー、コロンビア、エクアドル、ブラジル、米国、その他のラテンアメリカ諸国、カリブ海諸国、ヨーロッパ、オセアニアで旅客・貨物航空輸送サービスを提供している。 詳細

LTM ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績5/6
財務の健全性3/6
配当金3/6

LTM Community Fair Values

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LATAM Airlines Group S.A. 競合他社

価格と性能

株価の高値、安値、推移の概要LATAM Airlines Group
過去の株価
現在の株価CL$25.45
52週高値CL$30.00
52週安値CL$20.01
ベータ0.89
1ヶ月の変化-1.89%
3ヶ月変化10.17%
1年変化22.06%
3年間の変化199.80%
5年間の変化-98.64%
IPOからの変化-68.19%

最新ニュース

ナラティブ更新 Jul 30

LTM: Higher Passenger Load Factors Will Support Future Earnings Power

Analysts have updated the price target for LATAM Airlines Group to CLP34.092 from CLP32.625, citing refreshed assumptions on revenue growth, profit margins and forward P/E, which are reflected in a slightly lower discount rate. Analyst Commentary Bullish analysts on LATAM Airlines Group are framing the revised CLP34.092 price target as a reflection of updated assumptions on revenue, margins and P/E, rather than a shift in overall stance on the stock.
ナラティブ更新 Jul 16

LTM: Future Returns Will Depend On Margins And Capacity Versus Lower P E Multiple

The analyst price target for LATAM Airlines Group has been raised to CLP28.01 from CLP26.90. Analysts attribute the change to slightly adjusted assumptions on the discount rate, revenue growth, profit margin and a lower future P/E multiple.
ナラティブ更新 Jul 02

LTM: Higher Passenger Load Factors Will Support Improved Earnings Outlook

Analysts have revised their CLP price target for LATAM Airlines Group to CLP32.625, down from CLP36.684, reflecting updated assumptions for higher revenue growth, slightly leaner profit margins, a modestly higher discount rate, and a lower future P/E multiple. Analyst Commentary Bullish analysts covering LATAM Airlines Group tend to highlight valuation upside when they see a clear link between the company’s execution and its long term earnings power.
ナラティブ更新 Jun 18

LTM: Future Traffic And Load Factor Trends Will Support Recovery

Analysts have trimmed their fair value estimate for LATAM Airlines Group stock from CLP 33.474 to CLP 31.508, citing slightly higher discount rate assumptions along with updated expectations for revenue growth, profitability, and future P/E levels. Analyst Commentary Recent valuation work on LATAM Airlines Group reflects a more cautious stance, but analysts still see several elements that could support the investment case alongside clear execution risks.
ナラティブ更新 Jun 03

LTM: Future Upside Will Rely On Sustained Margins And Capacity Discipline

Narrative Update on LATAM Airlines Group The analyst price target for LATAM Airlines Group is now CLP26.90, reflecting updated assumptions around a 12.30% discount rate, 8.48% revenue growth, a 10.86% profit margin, and a forward P/E of 10.62. Analysts cite these refined inputs as the basis for the revised valuation.

Recent updates

ナラティブ更新 Jul 30

LTM: Higher Passenger Load Factors Will Support Future Earnings Power

Analysts have updated the price target for LATAM Airlines Group to CLP34.092 from CLP32.625, citing refreshed assumptions on revenue growth, profit margins and forward P/E, which are reflected in a slightly lower discount rate. Analyst Commentary Bullish analysts on LATAM Airlines Group are framing the revised CLP34.092 price target as a reflection of updated assumptions on revenue, margins and P/E, rather than a shift in overall stance on the stock.
ナラティブ更新 Jul 16

LTM: Future Returns Will Depend On Margins And Capacity Versus Lower P E Multiple

The analyst price target for LATAM Airlines Group has been raised to CLP28.01 from CLP26.90. Analysts attribute the change to slightly adjusted assumptions on the discount rate, revenue growth, profit margin and a lower future P/E multiple.
ナラティブ更新 Jul 02

LTM: Higher Passenger Load Factors Will Support Improved Earnings Outlook

Analysts have revised their CLP price target for LATAM Airlines Group to CLP32.625, down from CLP36.684, reflecting updated assumptions for higher revenue growth, slightly leaner profit margins, a modestly higher discount rate, and a lower future P/E multiple. Analyst Commentary Bullish analysts covering LATAM Airlines Group tend to highlight valuation upside when they see a clear link between the company’s execution and its long term earnings power.
ナラティブ更新 Jun 18

LTM: Future Traffic And Load Factor Trends Will Support Recovery

Analysts have trimmed their fair value estimate for LATAM Airlines Group stock from CLP 33.474 to CLP 31.508, citing slightly higher discount rate assumptions along with updated expectations for revenue growth, profitability, and future P/E levels. Analyst Commentary Recent valuation work on LATAM Airlines Group reflects a more cautious stance, but analysts still see several elements that could support the investment case alongside clear execution risks.
ナラティブ更新 Jun 03

LTM: Future Upside Will Rely On Sustained Margins And Capacity Discipline

Narrative Update on LATAM Airlines Group The analyst price target for LATAM Airlines Group is now CLP26.90, reflecting updated assumptions around a 12.30% discount rate, 8.48% revenue growth, a 10.86% profit margin, and a forward P/E of 10.62. Analysts cite these refined inputs as the basis for the revised valuation.
ナラティブ更新 May 17

LTM: Execution On Earnings And Capacity Discipline Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for LATAM Airlines Group to CLP$26.90 from CLP$29.46, reflecting updated assumptions for growth, profitability and future P/E, alongside recent Street research that now views the stock's valuation as more balanced after a strong run. Analyst Commentary Recent Street commentary points to a more balanced view on LATAM Airlines Group, with some bearish analysts flagging that the stock now looks fairly valued after its strong share price performance.
分析記事 May 08

LATAM Airlines Group S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, LATAM Airlines Group S.A. ( SNSE:LTM ) just kicked off its latest quarterly results with some very...
ナラティブ更新 Apr 27

LTM: Execution On Earnings And Capacity Plans Will Drive Future Upside

Analysts now place LATAM Airlines Group's fair value closer to CLP 29.46 from CLP 26.81, reflecting updated views on revenue growth, profit margins, and an adjusted forward P/E. Recent Street research has shifted toward a more balanced risk-reward profile, even with higher CLP price targets.
ナラティブ更新 Apr 13

LTM: Improved Earnings Outlook And Balanced Risk Profile Will Support Upside

Analysts have raised the CLP price target for LATAM Airlines Group to CLP67,000 from CLP56,000. They cite improved earnings expectations, while noting that valuation now appears more balanced after the recent share price move.
ナラティブ更新 Mar 30

LTM: Improved Earnings Execution And Traffic Trends Will Support Recovery

Analysts now see LATAM Airlines Group's fair value price target at CLP 33.474, with modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect research that points to improved earnings expectations, while suggesting a more balanced risk-reward profile after recent share price moves.
ナラティブ更新 Mar 16

LTM: Stronger Revenue Execution And Balanced Risk Reward Will Support Recovery

The analyst price target for LATAM Airlines Group has been raised from CLP$26.74 to CLP$33.47, as analysts factor in stronger revenue growth expectations, a slightly lower discount rate, and updated P/E assumptions. At the same time, recent downgrades highlight a more balanced risk-reward profile following the stock's strong run.
ナラティブ更新 Mar 02

LTM: Mixed Research Views Will Shape Returns As Fairness Concerns Intensify

Analysts have made a small upward revision to their CLP price target for LATAM Airlines Group. This reflects updated assumptions for revenue growth, margins, discount rate, and future P/E, which leave the stock looking closer to fairly valued after recent performance and mixed rating changes from major research houses.
ナラティブ更新 Feb 16

LTM: Mixed Research Views Will Shape Returns As Margins And P E Rebalance

The updated analyst price target for LATAM Airlines Group now points to CLP26.61 from CLP27.62, as analysts weigh higher assumed revenue growth and a richer future P/E of 14.31x against more conservative profit margin assumptions and mixed recent research calls. Analyst Commentary Recent Street research on LATAM Airlines Group shows a split view, with some Bearish analysts highlighting risks even as others adjust price targets upward.
分析記事 Feb 06

Earnings Beat: LATAM Airlines Group S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The yearly results for LATAM Airlines Group S.A. ( SNSE:LTM ) were released last week, making it a good time to revisit...
ナラティブ更新 Feb 02

LTM: Stronger Quarter And Updated Guidance Will Support Higher Earnings Multiple

Analysts have raised their price target on LATAM Airlines Group to US$60 from US$55, citing a stronger than expected quarter as the key driver of the revised view. Analyst Commentary Bullish analysts are pointing to the recent price target increase to US$60 from US$55 as a sign of growing confidence in LATAM Airlines Group following what they describe as a stronger than expected quarter.
分析記事 Jan 24

LATAM Airlines Group (SNSE:LTM) Could Become A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
ナラティブ更新 Jan 19

LTM: Strong Quarter And Higher Margins Will Support Rerated Earnings Multiple

Analysts have raised their price target on LATAM Airlines Group. One firm lifted its target to $60 from $55 after a stronger than expected quarter, aligning with updated assumptions that include a fair value of 32.23 and a projected P/E of 13.08x supported by higher expected profit margins and a slightly lower discount rate.
ナラティブ更新 Jan 04

LTM: Earnings Momentum And Dividend Will Drive Further Upside

Analysts have raised their price target on LATAM Airlines Group to $60 from $55, citing stronger than expected quarterly performance and a modest improvement in long-term profitability assumptions, despite slightly lower projected revenue growth. Analyst Commentary While the latest price target increase underscores growing confidence in LATAM Airlines Group's earnings trajectory, not all market commentary is uniformly optimistic.
分析記事 Dec 24

Is There An Opportunity With LATAM Airlines Group S.A.'s (SNSE:LTM) 27% Undervaluation?

Key Insights LATAM Airlines Group's estimated fair value is CL$33.83 based on 2 Stage Free Cash Flow to Equity LATAM...
ナラティブ更新 Dec 16

LTM: Dividend And Fleet Expansion Will Support Bullish Earnings Outlook

Analysts have raised their price target for LATAM Airlines Group significantly, from approximately $19.33 to about $27.62, citing stronger than expected recent results and modest improvements in projected revenue growth, profit margins, and valuation multiples. Analyst Commentary Recent research updates underline a widening gap between bullish expectations on LATAM Airlines Group and a more cautious undertone emerging across parts of the market.
ナラティブ更新 Dec 02

LTM: Stronger Quarterly Execution Will Support Recovery Amid Industry Challenges

LATAM Airlines Group's analyst price target has increased from $55 to $60. This change reflects a positive outlook, as analysts cite the company's stronger than expected quarterly performance in their revised estimate.
分析記事 Nov 24

LATAM Airlines Group's (SNSE:LTM) Solid Earnings Are Supported By Other Strong Factors

Even though LATAM Airlines Group S.A.'s ( SNSE:LTM ) recent earnings release was robust, the market didn't seem to...
ナラティブ更新 Nov 18

LTM: Profit Margins And Cost Control Will Drive Resilience Amid Uncertainty

Analysts have lowered their price target for LATAM Airlines Group from $26.30 to $25.57 per share. They cited updated discount rates and modestly improved profit margin expectations as key factors in the revision.
分析記事 Nov 18

When Should You Buy LATAM Airlines Group S.A. (SNSE:LTM)?

LATAM Airlines Group S.A. ( SNSE:LTM ) received a lot of attention from a substantial price movement on the SNSE over...
ナラティブ更新 Oct 31

LTM: Expanding Fleet Will Drive Recovery In Regional Air Connectivity

The analyst price target for LATAM Airlines Group was raised modestly from $25.85 to $26.30. Analysts cite slightly improved projections for revenue growth, profit margin, and discount rate in their updated outlook.
分析記事 Oct 27

Investors Holding Back On LATAM Airlines Group S.A. (SNSE:LTM)

It's not a stretch to say that LATAM Airlines Group S.A.'s ( SNSE:LTM ) price-to-earnings (or "P/E") ratio of 11.4x...
ナラティブ更新 Oct 17

Digitalization And Fleet Modernization Will Support Latin America Air Travel

Narrative Update: LATAM Airlines Group Sees Slight Reduction in Analyst Price Target Analysts have modestly lowered their price target for LATAM Airlines Group, adjusting it from $26.27 to $25.85. They cited a slightly increased discount rate and updated financial projections as reasons for the change.
ナラティブ更新 Oct 03

Digitalization And Fleet Modernization Will Support Latin America Air Travel

LATAM Airlines Group's analyst price target has increased from $24.86 to $26.27 as analysts cite adjustments in fair value modeling and refined discount rates to reflect evolving market conditions. What's in the News LATAM Airlines Group and its affiliates announced a major fleet expansion, ordering up to 74 Embraer E195-E2 aircraft.
分析記事 Sep 14

LATAM Airlines Group S.A. (SNSE:LTM) Shares Could Be 30% Below Their Intrinsic Value Estimate

Key Insights LATAM Airlines Group's estimated fair value is CL$32.89 based on 2 Stage Free Cash Flow to Equity Current...
User avatar
新しいナラティブ Jan 24

Cost Efficiency And Debt Refinancing Will Unlock Future Potential In The Airline Industry

Strategic focus on financial discipline and cost efficiency suggests potential improvements in net margins and stable earnings growth.

株主還元

LTMCL AirlinesCL 市場
7D1.8%2.5%1.2%
1Y22.1%10.8%23.5%

業界別リターン: LTM過去 1 年間で10.7 % の収益を上げたCL Airlines業界を上回りました。

リターン対市場: LTMは、過去 1 年間で24.1 % のリターンを上げたCL市場を下回りました。

価格変動

Is LTM's price volatile compared to industry and market?
LTM volatility
LTM Average Weekly Movement6.3%
Airlines Industry Average Movement5.5%
Market Average Movement2.9%
10% most volatile stocks in CL Market4.8%
10% least volatile stocks in CL Market1.2%

安定した株価: LTMの株価は、 CL市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: LTMの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてCLの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
192942,082Roberto Alvo Milosawlewitschwww.ir.latam.com

ラタム航空グループ(LATAM Airlines Group S.A.)は、その子会社とともに、チリ、アルゼンチン、ペルー、コロンビア、エクアドル、ブラジル、米国、その他のラテンアメリカ諸国、カリブ海諸国、ヨーロッパ、オセアニアで旅客・貨物航空輸送サービスを提供している。2024年12月31日現在、同社は27カ国151都市に旅客輸送サービスを提供し、347機の航空機を運航している。同社は以前はラン航空(LAN Airlines S.A.)として知られていたが、2012年6月にラタム航空グループ(LATAM Airlines Group S.A.)に社名を変更した。ラタム航空グループは1929年に設立され、チリのサンティアゴに本社を置いている。

LATAM Airlines Group S.A. 基礎のまとめ

LATAM Airlines Group の収益と売上を時価総額と比較するとどうか。
LTM 基礎統計学
時価総額CL$14.50t
収益(TTM)CL$1.53t
売上高(TTM)CL$13.67t
9.5x
PER(株価収益率
1.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
LTM 損益計算書(TTM)
収益US$15.00b
売上原価US$10.51b
売上総利益US$4.49b
その他の費用US$2.81b
収益US$1.68b

直近の収益報告

Mar 31, 2026

次回決算日

Aug 05, 2026

一株当たり利益(EPS)0.0029
グロス・マージン29.93%
純利益率11.21%
有利子負債/自己資本比率192.4%

LTM の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.5%
現在の配当利回り
57%
配当性向

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2026/08/04 02:42
終値2026/08/04 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

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

LATAM Airlines Group S.A. 12 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。25

アナリスト機関
Murilo FreibergerBofA Global Research
Andre FerreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários
Murilo RicciniBradesco S.A. Corretora de Títulos e Valores Mobiliários