View ValuationTalgo 将来の成長Future 基準チェック /46Talgo利益と収益がそれぞれ年間127%と13.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.8% 31.7%なると予測されています。主要情報127.0%収益成長率31.67%EPS成長率Machinery 収益成長25.0%収益成長率13.2%将来の株主資本利益率11.75%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Director Antonio Oporto del Olmo is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 07Talgo, S.A. to Report Q1, 2026 Results on May 13, 2026Talgo, S.A. announced that they will report Q1, 2026 results at 5:30 PM, Central European Standard Time on May 13, 2026お知らせ • Apr 29Talgo, S.A., Annual General Meeting, Jun 02, 2026Talgo, S.A., Annual General Meeting, Jun 02, 2026. Location: calle postas 13-15, centro cultural arkabia, vitoria-gasteiz, alava., Spainお知らせ • Feb 27Talgo, S.A. to Report Fiscal Year 2025 Results on Feb 27, 2026Talgo, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026お知らせ • Nov 05Talgo, S.A. to Report Q3, 2025 Results on Nov 13, 2025Talgo, S.A. announced that they will report Q3, 2025 results at 5:30 PM, Central European Standard Time on Nov 13, 2025お知らせ • Jul 26Talgo, S.A. announced that it expects to receive €150 million in fundingTalgo, S.A announced a private placement of convertible bonds for gross proceeds €150,000,000 on July 24, 2025. The transaction includes participation from State-owned Industrial Holdings Company, Ekarpen, the BBK Foundation, the Vital Foundation, and Clerbil. The transaction is subject to approval by the extraordinary shareholders' meetingお知らせ • Jul 08Talgo, S.A. to Report First Half, 2025 Results on Aug 01, 2025Talgo, S.A. announced that they will report first half, 2025 results on Aug 01, 2025お知らせ • Jul 02Talgo, S.A., Annual General Meeting, Aug 01, 2025Talgo, S.A., Annual General Meeting, Aug 01, 2025. Location: paseo del tren talgo 2, las matas., madrid Spainお知らせ • May 07Talgo, S.A. to Report Q1, 2025 Results on May 26, 2025Talgo, S.A. announced that they will report Q1, 2025 results at 5:30 PM, Central European Standard Time on May 26, 2025お知らせ • Jan 31Talgo, S.A. to Report Fiscal Year 2024 Results on Feb 25, 2025Talgo, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 25, 2025お知らせ • Oct 23Talgo, S.A. to Report Q3, 2024 Results on Nov 19, 2024Talgo, S.A. announced that they will report Q3, 2024 results at 5:30 PM, Central European Standard Time on Nov 19, 2024お知らせ • Aug 30Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others.Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag made an offer to acquire Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others for approximately €620 million on March 6, 2024. Ganz-mavag offered to the Talgo's shareholders is €5 per share and will be totally paid in cash. As a consequence, the maximum total amount to be disbursed by the Offeror will be €619.30 million. The Offeror has binding commitment letters from its shareholders (Ganz-Mavag Holding Kft. and Corvinus Zrt.), which in turn have both bank and equity binding financing commitments, to pay the total consideration of the offer. The Board of Directors of Talgo has unanimously confirmed that the Offer is friendly and that the consideration offered is attractive for Talgo 's shareholders, expressing a preliminary favorable view on such price offered. The transaction is subject to relevant anti-trust clearances and Foreign direct investment authorizations in other countries. After completion of the relevant competition law analysis, it is confirmed that, pursuant to the provisions of article 26.1 of Royal Decree 1066/2007, the Offer is conditional upon the economic concentration that will take place as a result of the settlement of the Offer obtaining the following mandatory antitrust authorisations imposing no conditions: The European Commission, The Competition Authority of Albania, The Competition Authority of Kosovo, The Competition Authority of Montenegro, The Competition Authority of Serbia, The Egyptian Competition Authority under the Egyptian Antitrust and The General Authority for Competition in Saudi Arabia. As of April 4, 2024, Ganz-Mavag Europe Requests For Authorisation Of Voluntary Takeover Bid For Shares Of Talgo and The decision to launch the Offer is not subject to the approval by the general shareholders' meeting of the Offeror. As of June 19, 2024, Government extends the deadlines to resolve the Talgo takeover bid. As announced on July 3, 2024, the Government can extend the deadline for the approval of the operation that is due on August 10. Ganz-Mavag have the support of the Hungarian banks to finance the €600 million that the operation costs and also that of the Spanish banks to continue financing Talgo's activity. AS of July 29, 2024, Government has given itself to make a final decision on the veto of the takeover bid that the Hungarian Magyar Vagon launched for Talgo. As of August 27, 2024, The Foreign Investment Board, an agency dependent on the Ministry of Economy, has rejected the purchase. The Government has cited reasons of "national security" to reject the takeover bid. Magyar Vagon is still waiting for an official response. Lazard acted as financial advisor to Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag and J&A Garrigues acted as legal advisors to Offeror. Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others on August 30, 2024. The deal got cancelled as the acquisition was blocked by the Spanish government.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.12 (vs €0.058 in 1H 2023)First half 2024 results: EPS: €0.12 (up from €0.058 in 1H 2023). Revenue: €347.4m (up 20% from 1H 2023). Net income: €15.0m (up 112% from 1H 2023). Profit margin: 4.3% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany.お知らせ • Jul 09Talgo, S.A. to Report First Half, 2024 Results on Jul 30, 2024Talgo, S.A. announced that they will report first half, 2024 results on Jul 30, 2024Reported Earnings • Mar 01Full year 2023 earnings releasedFull year 2023 results: Revenue: €676.5m (up 44% from FY 2022). Net income: €12.2m (up €10.8m from FY 2022). Profit margin: 1.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.お知らせ • Jan 30Talgo, S.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Talgo, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Feb 28, 2024Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Marisa Luisa Garcia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DB:XTG - アナリストの将来予測と過去の財務データ ( )EUR 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12/31/202897326N/AN/A212/31/2027807197398412/31/202672786490312/31/2025635-101-102-102N/A9/30/2025616-143-107-83N/A6/30/2025597-185-111-64N/A3/31/2025634-146-135-87N/A12/31/2024672-106-159-111N/A9/30/2024692-42-169-124N/A6/30/202471222-179-138N/A3/31/202468318-161-127N/A12/31/202365514-142-116N/A9/30/20235988-75-51N/A6/30/20235423-914N/A3/31/20235062-28-6N/A12/31/20224711-48-25N/A9/30/202246310N/AN/AN/A6/30/202248123-90-67N/A3/31/202251524N/AN/AN/A12/31/202155728430N/A9/30/202158011N/AN/AN/A6/30/2021565-2-94-65N/A3/31/2021524-16N/AN/AN/A12/31/2020489-17-110-86N/A9/30/20204736N/AN/AN/A6/30/202045419-617N/A3/31/202043236N/AN/AN/A12/31/2019405382846N/A9/30/201936728N/AN/AN/A6/30/201933222N/A183N/A3/31/201932921N/AN/AN/A12/31/201832718N/A152N/A9/30/201832414N/AN/AN/A6/30/201833418N/A155N/A3/31/201835023N/AN/AN/A12/31/201738634N/A185N/A9/30/201743653N/AN/AN/A6/30/201749853N/A21N/A3/31/201755359N/AN/AN/A12/31/201658262N/A-58N/A9/30/201660953N/AN/AN/A6/30/201661071N/A-32N/A3/31/201658869N/AN/AN/A12/31/201552460N/A-20N/A9/30/201548667N/AN/AN/A6/30/201542347N/A-52N/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: XTG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 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: XTG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: XTG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: XTGの収益 ( 13.2% ) German市場 ( 6.7% ) 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: XTGの収益 ( 13.2% ) 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: XTGの 自己資本利益率 は、3年後には低くなると予測されています ( 11.8 %)。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2026/05/27 04:29終値2026/05/27 00:00収益2025/12/31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Talgo, S.A. 4 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。8 アナリスト機関null nullBanco de Sabadell. S.A.Jaime EscribanoBanco SantanderBruno BessaCaixa Banco BPI5 その他のアナリストを表示
Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Director Antonio Oporto del Olmo is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 07Talgo, S.A. to Report Q1, 2026 Results on May 13, 2026Talgo, S.A. announced that they will report Q1, 2026 results at 5:30 PM, Central European Standard Time on May 13, 2026
お知らせ • Apr 29Talgo, S.A., Annual General Meeting, Jun 02, 2026Talgo, S.A., Annual General Meeting, Jun 02, 2026. Location: calle postas 13-15, centro cultural arkabia, vitoria-gasteiz, alava., Spain
お知らせ • Feb 27Talgo, S.A. to Report Fiscal Year 2025 Results on Feb 27, 2026Talgo, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026
お知らせ • Nov 05Talgo, S.A. to Report Q3, 2025 Results on Nov 13, 2025Talgo, S.A. announced that they will report Q3, 2025 results at 5:30 PM, Central European Standard Time on Nov 13, 2025
お知らせ • Jul 26Talgo, S.A. announced that it expects to receive €150 million in fundingTalgo, S.A announced a private placement of convertible bonds for gross proceeds €150,000,000 on July 24, 2025. The transaction includes participation from State-owned Industrial Holdings Company, Ekarpen, the BBK Foundation, the Vital Foundation, and Clerbil. The transaction is subject to approval by the extraordinary shareholders' meeting
お知らせ • Jul 08Talgo, S.A. to Report First Half, 2025 Results on Aug 01, 2025Talgo, S.A. announced that they will report first half, 2025 results on Aug 01, 2025
お知らせ • Jul 02Talgo, S.A., Annual General Meeting, Aug 01, 2025Talgo, S.A., Annual General Meeting, Aug 01, 2025. Location: paseo del tren talgo 2, las matas., madrid Spain
お知らせ • May 07Talgo, S.A. to Report Q1, 2025 Results on May 26, 2025Talgo, S.A. announced that they will report Q1, 2025 results at 5:30 PM, Central European Standard Time on May 26, 2025
お知らせ • Jan 31Talgo, S.A. to Report Fiscal Year 2024 Results on Feb 25, 2025Talgo, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 25, 2025
お知らせ • Oct 23Talgo, S.A. to Report Q3, 2024 Results on Nov 19, 2024Talgo, S.A. announced that they will report Q3, 2024 results at 5:30 PM, Central European Standard Time on Nov 19, 2024
お知らせ • Aug 30Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others.Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag made an offer to acquire Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others for approximately €620 million on March 6, 2024. Ganz-mavag offered to the Talgo's shareholders is €5 per share and will be totally paid in cash. As a consequence, the maximum total amount to be disbursed by the Offeror will be €619.30 million. The Offeror has binding commitment letters from its shareholders (Ganz-Mavag Holding Kft. and Corvinus Zrt.), which in turn have both bank and equity binding financing commitments, to pay the total consideration of the offer. The Board of Directors of Talgo has unanimously confirmed that the Offer is friendly and that the consideration offered is attractive for Talgo 's shareholders, expressing a preliminary favorable view on such price offered. The transaction is subject to relevant anti-trust clearances and Foreign direct investment authorizations in other countries. After completion of the relevant competition law analysis, it is confirmed that, pursuant to the provisions of article 26.1 of Royal Decree 1066/2007, the Offer is conditional upon the economic concentration that will take place as a result of the settlement of the Offer obtaining the following mandatory antitrust authorisations imposing no conditions: The European Commission, The Competition Authority of Albania, The Competition Authority of Kosovo, The Competition Authority of Montenegro, The Competition Authority of Serbia, The Egyptian Competition Authority under the Egyptian Antitrust and The General Authority for Competition in Saudi Arabia. As of April 4, 2024, Ganz-Mavag Europe Requests For Authorisation Of Voluntary Takeover Bid For Shares Of Talgo and The decision to launch the Offer is not subject to the approval by the general shareholders' meeting of the Offeror. As of June 19, 2024, Government extends the deadlines to resolve the Talgo takeover bid. As announced on July 3, 2024, the Government can extend the deadline for the approval of the operation that is due on August 10. Ganz-Mavag have the support of the Hungarian banks to finance the €600 million that the operation costs and also that of the Spanish banks to continue financing Talgo's activity. AS of July 29, 2024, Government has given itself to make a final decision on the veto of the takeover bid that the Hungarian Magyar Vagon launched for Talgo. As of August 27, 2024, The Foreign Investment Board, an agency dependent on the Ministry of Economy, has rejected the purchase. The Government has cited reasons of "national security" to reject the takeover bid. Magyar Vagon is still waiting for an official response. Lazard acted as financial advisor to Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag and J&A Garrigues acted as legal advisors to Offeror. Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others on August 30, 2024. The deal got cancelled as the acquisition was blocked by the Spanish government.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.12 (vs €0.058 in 1H 2023)First half 2024 results: EPS: €0.12 (up from €0.058 in 1H 2023). Revenue: €347.4m (up 20% from 1H 2023). Net income: €15.0m (up 112% from 1H 2023). Profit margin: 4.3% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany.
お知らせ • Jul 09Talgo, S.A. to Report First Half, 2024 Results on Jul 30, 2024Talgo, S.A. announced that they will report first half, 2024 results on Jul 30, 2024
Reported Earnings • Mar 01Full year 2023 earnings releasedFull year 2023 results: Revenue: €676.5m (up 44% from FY 2022). Net income: €12.2m (up €10.8m from FY 2022). Profit margin: 1.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.
お知らせ • Jan 30Talgo, S.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Talgo, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Feb 28, 2024
Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Marisa Luisa Garcia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.