View Future GrowthAmadeus IT Group 過去の業績過去 基準チェック /36Amadeus IT Groupは、平均年間47.1%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間7.5% 21%収益成長率で 成長しています。 Amadeus IT Groupの自己資本利益率は27.8%であり、純利益率は20.4%です。主要情報47.07%収益成長率47.39%EPS成長率Hospitality 業界の成長-11.79%収益成長率20.97%株主資本利益率27.84%ネット・マージン20.36%次回の業績アップデート31 Jul 2026最近の業績更新Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.83 (vs €0.80 in 1Q 2025)First quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €3.04 (vs €2.87 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.82 (vs €0.79 in 3Q 2024)Third quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.84 (vs €0.77 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €48.06. The fair value is estimated to be €60.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.83 (vs €0.80 in 1Q 2025)First quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.お知らせ • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., SpainReported Earnings • Mar 02Full year 2025 earnings released: EPS: €3.04 (vs €2.87 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €48.50. The fair value is estimated to be €60.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Dec 15Now 21% overvaluedOver the last 90 days, the stock has fallen 7.2% to €62.86. The fair value is estimated to be €52.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.82 (vs €0.79 in 3Q 2024)Third quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.84 (vs €0.77 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.9%).お知らせ • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.Buy Or Sell Opportunity • May 13Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €72.60. The fair value is estimated to be €58.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Reported Earnings • May 10First quarter 2025 earnings released: EPS: €0.80 (vs €0.70 in 1Q 2024)First quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spainお知らせ • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €2.87 (vs €2.50 in FY 2023)Full year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.お知らせ • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.78 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany.お知らせ • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024お知らせ • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.79 (vs €0.62 in 2Q 2023)Second quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany.お知らせ • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024Upcoming Dividend • Jun 25Upcoming dividend of €0.65 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).Buy Or Sell Opportunity • May 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to €65.66. The fair value is estimated to be €53.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany.お知らせ • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.お知らせ • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.お知らせ • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: €2.50 (vs €1.48 in FY 2022)Full year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Germany.お知らせ • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.お知らせ • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024Buy Or Sell Opportunity • Jan 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €64.60. The fair value is estimated to be €53.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.7%).お知らせ • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: €0.67 (vs €0.45 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (up from €0.45 in 3Q 2022). Revenue: €1.39b (up 14% from 3Q 2022). Net income: €301.2m (up 49% from 3Q 2022). Profit margin: 22% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany.Board Change • Oct 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Frits van Paasschen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.収支内訳Amadeus IT Group 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XTRA:AI3A 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 266,5671,3370031 Dec 256,5171,3360030 Sep 256,4361,3530030 Jun 256,3491,3320031 Mar 256,2781,2950031 Dec 246,1421,2530030 Sep 245,9551,2640030 Jun 245,8021,2250031 Mar 245,6261,1690031 Dec 235,4411,1180030 Sep 235,2551,0220030 Jun 235,0789250031 Mar 234,8808460031 Dec 224,4866640030 Sep 224,1274630030 Jun 223,6492680031 Mar 223,091340031 Dec 212,670-1420030 Sep 212,334-3900030 Jun 212,014-5590031 Mar 211,649-8380031 Dec 202,174-6250030 Sep 203,041-1300030 Jun 204,0253220031 Mar 205,1869320031 Dec 195,5701,1130030 Sep 195,4811,0550030 Jun 195,2851,0230031 Mar 195,1121,0130031 Dec 184,9361,0020030 Sep 184,7991,0610030 Jun 184,7361,0470031 Mar 184,6751,0200031 Dec 174,6371,0030030 Sep 174,60993235030 Jun 174,57690435031 Mar 174,54587935031 Dec 164,47382635030 Sep 164,3347880030 Jun 164,2117430031 Mar 164,0436990031 Dec 153,9136840030 Sep 153,79767840030 Jun 153,664666400質の高い収益: AI3Aは 高品質の収益 を持っています。利益率の向上: AI3Aの現在の純利益率 (20.4%)は、昨年(20.6%)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: AI3A過去 5 年間で収益を上げており、収益は年間47.1%増加しています。成長の加速: AI3Aの過去 1 年間の収益成長率 ( 3.3% ) は、5 年間の平均 ( 年間47.1%を下回っています。収益対業界: AI3Aの過去 1 年間の収益成長率 ( 3.3% ) Hospitality業界112%を上回りませんでした。株主資本利益率高いROE: AI3Aの 自己資本利益率 ( 27.8% ) は 高い とみなされます。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7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health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2026/05/21 13:45終値2026/05/21 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Amadeus IT Group, S.A. 20 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。34 アナリスト機関Rafael Bonardell TrianesBanco de Sabadell. S.A.Carlos Javier Treviño PeinadorBanco SantanderSven MerktBarclays31 その他のアナリストを表示
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.83 (vs €0.80 in 1Q 2025)First quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €3.04 (vs €2.87 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.82 (vs €0.79 in 3Q 2024)Third quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.84 (vs €0.77 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €48.06. The fair value is estimated to be €60.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.83 (vs €0.80 in 1Q 2025)First quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.
お知らせ • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spain
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €3.04 (vs €2.87 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.
Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €48.50. The fair value is estimated to be €60.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027
Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Dec 15Now 21% overvaluedOver the last 90 days, the stock has fallen 7.2% to €62.86. The fair value is estimated to be €52.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €0.82 (vs €0.79 in 3Q 2024)Third quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.84 (vs €0.77 in 2Q 2024)Second quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.9%).
お知らせ • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.
Buy Or Sell Opportunity • May 13Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €72.60. The fair value is estimated to be €58.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: €0.80 (vs €0.70 in 1Q 2024)First quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spain
お知らせ • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €2.87 (vs €2.50 in FY 2023)Full year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.
お知らせ • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025
Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.78 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany.
お知らせ • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024
お知らせ • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.79 (vs €0.62 in 2Q 2023)Second quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany.
お知らせ • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024
Upcoming Dividend • Jun 25Upcoming dividend of €0.65 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).
Buy Or Sell Opportunity • May 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.5% to €65.66. The fair value is estimated to be €53.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany.
お知らせ • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.
お知らせ • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.
お知らせ • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: €2.50 (vs €1.48 in FY 2022)Full year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Germany.
お知らせ • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.
お知らせ • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024
Buy Or Sell Opportunity • Jan 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €64.60. The fair value is estimated to be €53.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.7%).
お知らせ • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: €0.67 (vs €0.45 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (up from €0.45 in 3Q 2022). Revenue: €1.39b (up 14% from 3Q 2022). Net income: €301.2m (up 49% from 3Q 2022). Profit margin: 22% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany.
Board Change • Oct 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Frits van Paasschen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.