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MTU Aero Engines AGXTRA:MTX 株式レポート

時価総額 €20.2b
株価
n/a
1Y-3.6%
7D2.5%
1D-0.8%
ポートフォリオ価値
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MTU Aero Engines AG

XTRA:MTX 株式レポート

時価総額:€20.2b

MTU Aero Engines(MTX)株式概要

MTU航空エンジンAGは、その子会社とともに、ドイツ、その他の欧州諸国、北米、アジア、および国際的な民間および軍用航空機エンジン、航空派生産業用ガスタービンの開発、製造、マーケティング、メンテナンスに従事している。 詳細

MTX 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2/6
過去の実績3/6
財務の健全性6/6
配当金3/6

MTX Community Fair Values

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MTU Aero Engines AG 競合他社

価格と性能

株価の高値、安値、推移の概要MTU Aero Engines
過去の株価
現在の株価€375.70
52週高値€404.80
52週安値€265.20
ベータ0.90
1ヶ月の変化3.76%
3ヶ月変化29.55%
1年変化-0.74%
3年間の変化80.19%
5年間の変化84.08%
IPOからの変化1,679.73%

最新ニュース

ナラティブ更新 Aug 05

MTX: Fair Outlook As Defence Alliance And Execution Risks Will Shape Returns

Analysts have raised their fair value estimate for MTU Aero Engines from €386.10 to €402.40, reflecting updated assumptions on discount rates, growth and profitability, even as recent Street research includes a downgrade and more cautious views on the stock. What’s in the News for MTU Aero Engines Airbus is leading a group of eight aerospace and defense companies, including MTU Aero Engines, in a proposed collaboration to develop a German led European alternative to the previously planned Franco German fighter jet program.
分析記事 Aug 02

MTU Aero Engines AG Just Beat EPS By 16%: Here's What Analysts Think Will Happen Next

MTU Aero Engines AG ( ETR:MTX ) just released its latest quarterly results and things are looking bullish. MTU Aero...
ナラティブ更新 Jul 22

MTX: Fair Outlook Balances Fighter Jet Opportunity And Execution Risks After Downgrades

Analysts have raised the fair value estimate for MTU Aero Engines to €310 from €275, citing updated assumptions on revenue growth, discount rate, profit margins, and future P/E multiples reflected in recent research. Analyst Commentary Recent Street research on MTU Aero Engines reflects a more cautious tone, with several pieces highlighting valuation questions and execution risks despite the revised fair value estimate of €310.
ナラティブ更新 Jul 08

MTX: Execution Risks And Defence Alliance Prospects Will Shape Future Returns

The analyst price target for MTU Aero Engines has been reduced from about €419 to roughly €386, as analysts factor in a higher discount rate, slightly softer revenue growth and profit margin assumptions, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on MTU Aero Engines reflects a mixed view, with some analysts adjusting price targets and ratings while others initiate coverage with a more positive stance.
ナラティブ更新 Jun 24

MTX: Future Returns Will Be Pressured By Execution Risks After Recent Downgrades

The analyst price target for MTU Aero Engines has been reduced from €290.82 to €275.00, as analysts factor in recent downgrades and target cuts alongside some more positive initiation and upgrade commentary. Analyst Commentary Recent Street research on MTU Aero Engines points to a mixed backdrop, with several bearish analysts trimming price targets and downgrading the stock, alongside a smaller group taking a more constructive stance.

Recent updates

ナラティブ更新 Aug 05

MTX: Fair Outlook As Defence Alliance And Execution Risks Will Shape Returns

Analysts have raised their fair value estimate for MTU Aero Engines from €386.10 to €402.40, reflecting updated assumptions on discount rates, growth and profitability, even as recent Street research includes a downgrade and more cautious views on the stock. What’s in the News for MTU Aero Engines Airbus is leading a group of eight aerospace and defense companies, including MTU Aero Engines, in a proposed collaboration to develop a German led European alternative to the previously planned Franco German fighter jet program.
分析記事 Aug 02

MTU Aero Engines AG Just Beat EPS By 16%: Here's What Analysts Think Will Happen Next

MTU Aero Engines AG ( ETR:MTX ) just released its latest quarterly results and things are looking bullish. MTU Aero...
ナラティブ更新 Jul 22

MTX: Fair Outlook Balances Fighter Jet Opportunity And Execution Risks After Downgrades

Analysts have raised the fair value estimate for MTU Aero Engines to €310 from €275, citing updated assumptions on revenue growth, discount rate, profit margins, and future P/E multiples reflected in recent research. Analyst Commentary Recent Street research on MTU Aero Engines reflects a more cautious tone, with several pieces highlighting valuation questions and execution risks despite the revised fair value estimate of €310.
ナラティブ更新 Jul 08

MTX: Execution Risks And Defence Alliance Prospects Will Shape Future Returns

The analyst price target for MTU Aero Engines has been reduced from about €419 to roughly €386, as analysts factor in a higher discount rate, slightly softer revenue growth and profit margin assumptions, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on MTU Aero Engines reflects a mixed view, with some analysts adjusting price targets and ratings while others initiate coverage with a more positive stance.
ナラティブ更新 Jun 24

MTX: Future Returns Will Be Pressured By Execution Risks After Recent Downgrades

The analyst price target for MTU Aero Engines has been reduced from €290.82 to €275.00, as analysts factor in recent downgrades and target cuts alongside some more positive initiation and upgrade commentary. Analyst Commentary Recent Street research on MTU Aero Engines points to a mixed backdrop, with several bearish analysts trimming price targets and downgrading the stock, alongside a smaller group taking a more constructive stance.
ナラティブ更新 Jun 05

MTX: Future Re Rating Will Hinge On Dividend Support And Execution

The analyst price target for MTU Aero Engines has been trimmed by about €2 to €499, as analysts factor in higher required returns and a higher future P/E, partly reflecting recent downgrades and target cuts, along with one new bullish initiation. Analyst Commentary Recent research on MTU Aero Engines has been mixed, but there is a clear group of bullish analysts who see scope for upside if execution stays on track and key risks are managed effectively.
ナラティブ更新 May 02

MTX: Future Returns Will Balance Mixed Rating Shifts And Execution Risks

Analysts have trimmed the price target on MTU Aero Engines to about €291 from €334, reflecting updated views around slightly higher discount rates, more measured revenue growth and profit margins, and a modestly higher future P/E, in line with a recent mix of target cuts, downgrades and new coverage on the stock. Analyst Commentary Recent Street research shows a mix of views on MTU Aero Engines, with several bearish analysts taking a more guarded stance on valuation, growth and the timing of any re rating.
ナラティブ更新 Apr 18

MTX: Future Re Rating Will Rely On Execution And Margin Delivery

Analyst price targets for MTU Aero Engines have been trimmed by about €4 to reflect a mix of reduced target levels from several banks, along with updated assumptions for discount rates, profitability and future P/E multiples, even as analysts acknowledge slightly firmer revenue growth and margin expectations. Analyst Commentary Recent research updates on MTU Aero Engines show a mix of lowered price targets and more constructive views on the company, with opinions split on how quickly the shares might reflect improved fundamentals and valuation assumptions.
ナラティブ更新 Apr 04

MTX: Future Returns Will Balance Execution Risks With Limited Re Rating Triggers

Narrative Update: MTU Aero Engines The analyst price target for MTU Aero Engines is now set at €334, with recent research showing mixed views as some analysts cut targets or downgrade ratings while others lift targets. This reflects different opinions on catalysts and valuation assumptions.
ナラティブ更新 Mar 21

MTX: Long Term Earnings Power Will Support Future Re Rating Potential

Analysts have trimmed the fair value estimate for MTU Aero Engines to €505 from €515, reflecting slightly higher discount rate assumptions, marginally lower revenue growth and profit margin expectations, a modestly lower future P/E, and recent Street research that includes a downgrade to Hold and a mixed set of price target revisions. Analyst Commentary Recent Street research on MTU Aero Engines offers a split picture, with cautious stances on the rating side but some constructive signals for valuation.
ナラティブ更新 Mar 07

MTX: Cautious Outlook Will Balance Execution Risk With Limited Re Rating Potential

Analysts have raised their price target on MTU Aero Engines to €334 from €296, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, even as some see limited near term re rating catalysts. Analyst Commentary Recent research points to a more cautious tone around MTU Aero Engines, even where price targets have been adjusted.
ナラティブ更新 Feb 21

MTX: Higher Long Term Revenue Assumptions Will Support Future Rerating Potential

Analysts have kept their price target for MTU Aero Engines steady at €515.00, citing slightly higher assumed revenue growth, a stable profit margin outlook, and a lower future P/E multiple as the key inputs behind the unchanged view. Valuation Changes Fair Value: Maintained at €515.00, indicating no change in the central valuation outcome.
分析記事 Feb 16

MTU Aero Engines (ETR:MTX) Shareholders Will Want The ROCE Trajectory To Continue

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
ナラティブ更新 Feb 06

MTX: Cash Flow Execution Will Drive Potential Rerating From Current Levels

Narrative Update on MTU Aero Engines Analysts have lifted their fair value estimate for MTU Aero Engines from €470 to €515, citing updated assumptions for revenue growth, profit margins and future P/E, while also acknowledging recent Street research that highlights both the potential for improved cash flow and the current lack of clarity compared with some peers. Analyst Commentary Recent coverage of MTU Aero Engines has been measured, but still points to areas that bullish analysts see as constructive for the equity story.
ナラティブ更新 Jan 23

MTX: Spare Parts Strength And Cash Flow Clarity Will Shape Future Returns

Analysts have modestly lifted their price target for MTU Aero Engines to about €419 from €413, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, alongside recent Street views that highlight both incremental price target moves and mixed confidence in the clarity of the company’s cash flow profile. Analyst Commentary Street research on MTU Aero Engines currently points to a mixed but fairly balanced view, with analysts fine tuning price targets and focusing closely on cash flow visibility and valuation risk.
ナラティブ更新 Jan 09

MTX: Spare Parts Strength And Cash Flow Uncertainty Will Shape Future Returns

Analysts have nudged their price targets on MTU Aero Engines higher, with recent moves such as Morgan Stanley shifting from €407 to €409, JPMorgan from €430 to €465, and Jefferies from €470 to €500. They cite solid recent performance and expectations for strong spare parts contribution, while some still flag less clarity around cash flow than at peers.
ナラティブ更新 Dec 26

MTX: Spare Parts Strength Will Support Future Cash Flows Despite Ongoing Visibility Concerns

Analysts have nudged their blended price target for MTU Aero Engines slightly higher to about EUR 414 from roughly EUR 411. This reflects incremental optimism on sustained spare parts driven profitability, even as they apply a marginally higher discount rate and forward earnings multiple.
分析記事 Dec 17

Here's Why MTU Aero Engines (ETR:MTX) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 Dec 11

MTX: Aftermarket Cash Flows Will Drive Future Upside Despite Visibility Concerns

The analyst-derived fair value estimate for MTU Aero Engines has edged up by about EUR 1 to roughly EUR 411, as analysts factor in a series of recent price target increases and ongoing confidence in the durability of cash flow and aftermarket-driven earnings, despite some lingering caution around visibility versus peers. Analyst Commentary Analysts remain divided on the risk reward profile for MTU Aero Engines, with a clear tilt toward higher valuation targets but ongoing debate around the durability and visibility of cash flow improvement.
分析記事 Dec 04

Why MTU Aero Engines AG (ETR:MTX) Could Be Worth Watching

Today we're going to take a look at the well-established MTU Aero Engines AG ( ETR:MTX ). The company's stock saw...
ナラティブ更新 Nov 27

MTX: Ongoing Spare Parts Strength Will Sustain Earnings Upside This Year

The analyst price target for MTU Aero Engines has been revised slightly downward to €410.56 from €412.35. This change reflects analysts' cautious outlook amid modest adjustments in fair value assumptions and sector comparisons.
ナラティブ更新 Nov 10

MTX: Strong Aftermarket Momentum Will Drive Continued Revenue Momentum This Year

MTU Aero Engines' analyst price target saw a modest increase to €412.35. Analysts cited steady revenue growth and robust aftermarket performance as key drivers behind the upward revision.
分析記事 Nov 10

Subdued Growth No Barrier To MTU Aero Engines AG's (ETR:MTX) Price

With a price-to-earnings (or "P/E") ratio of 21.6x MTU Aero Engines AG ( ETR:MTX ) may be sending bearish signals at...
ナラティブ更新 Oct 27

Rising Air Travel Demand Will Drive Sustained Momentum In Civil Aviation

Analysts have increased their fair value estimate for MTU Aero Engines from €393.41 to €410.88, citing stronger revenue growth and improving profit margins as key factors for the upward revision. Analyst Commentary Recent analyst research on MTU Aero Engines highlights a mix of optimistic outlooks and more cautious perspectives following the company's latest results and price target revisions.
ナラティブ更新 Oct 13

Robust Global Air Travel Demand Will Expand Engine Programs

The analyst consensus price target for MTU Aero Engines has edged higher to approximately €393 from €389. Analysts cite a slightly stronger outlook for revenue growth and profit margins, although there are mixed views on risk and valuation in recent research updates.
ナラティブ更新 Sep 19

Robust Global Air Travel Demand Will Expand Engine Programs

Analyst sentiment on MTU Aero Engines has turned more balanced as optimism regarding aftermarket demand and operational performance is tempered by valuation and macroeconomic caution, resulting in a slight reduction in the consensus price target from €394.75 to €389.44. Analyst Commentary Bullish analysts have raised price targets citing improved earnings visibility and stronger than expected operational performance.
分析記事 Sep 10

MTU Aero Engines (ETR:MTX) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブ更新 Sep 04

Robust Global Air Travel Demand Will Expand Engine Programs

Analysts remain split on MTU Aero Engines, with bulls encouraged by stronger 2030 guidance and aftermarket momentum, while bears flag increased cyclical risks and valuation concerns—resulting in the consensus price target effectively unchanged at €394.75. Analyst Commentary Bullish analysts cite MTU’s stronger-than-expected 2030 guidance, attributing this to airlines planning to extend the lifespan of existing fleets, driving higher demand for engine and spare parts.
分析記事 Aug 26

MTU Aero Engines (ETR:MTX) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
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新しいナラティブ Nov 08

Tactical Strength In MRO And Asset Management Drives Future Growth Potential

Strong demand in MRO services and leasing boosts MTU's margins and EBIT, indicating sustained profitability in these sectors.

株主還元

MTXDE Aerospace & DefenseDE 市場
7D1.7%-0.4%0.7%
1Y-0.7%-14.0%3.7%

業界別リターン: MTX過去 1 年間で-14 % の収益を上げたGerman Aerospace & Defense業界を上回りました。

リターン対市場: MTXは、過去 1 年間で3.7 % のリターンを上げたGerman市場を下回りました。

価格変動

Is MTX's price volatile compared to industry and market?
MTX volatility
MTX Average Weekly Movement4.9%
Aerospace & Defense Industry Average Movement7.8%
Market Average Movement5.3%
10% most volatile stocks in DE Market12.8%
10% least volatile stocks in DE Market2.7%

安定した株価: MTX 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: MTXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
191314,085Johannes Bussmannwww.mtu.de

MTU Aero Engines AGは、その子会社とともに、ドイツ、その他の欧州諸国、北米、アジア、および国際的な民間および軍用航空機エンジン、航空派生産業用ガスタービンの開発、製造、マーケティング、メンテナンスに従事している。同社は2つのセグメントを通じて事業を展開している:事業は、相手先商標製品製造事業とメンテナンス・修理・オーバーホール事業の2つのセグメントで構成されている。同社は、ワイドボディ、ナローボディ、リージョナルジェット、ビジネスジェット、ターボプロップ用の民間航空機エンジン、戦闘機、ヘリコプター、輸送機用の軍用航空機エンジン、産業用ガスタービンを提供している。また、商用および軍用エンジンのメンテナンス、修理、オーバーホール、各種スペアパーツの製造・販売も行っている。以前はMTU Aero Engines Holding AGとして知られ、2013年5月にMTU Aero Engines AGに社名を変更した。MTU Aero Engines AGは1913年に設立され、ドイツのミュンヘンに本社を置いている。

MTU Aero Engines AG 基礎のまとめ

MTU Aero Engines の収益と売上を時価総額と比較するとどうか。
MTX 基礎統計学
時価総額€20.24b
収益(TTM)€942.00m
売上高(TTM)€9.23b
21.5x
PER(株価収益率
2.2x
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
MTX 損益計算書(TTM)
収益€9.23b
売上原価€7.56b
売上総利益€1.67b
その他の費用€732.00m
収益€942.00m

直近の収益報告

Jun 30, 2026

次回決算日

Oct 29, 2026

一株当たり利益(EPS)17.49
グロス・マージン18.13%
純利益率10.20%
有利子負債/自己資本比率45.5%

MTX 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

1.0%
現在の配当利回り
21%
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2026/08/10 14:14
終値2026/08/10 00:00
収益2026/06/30
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

MTU Aero Engines AG 19 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
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Milene KernerBarclays
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