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お知らせ • Oct 07+ 1 more updateAmadeus 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, 2025Reported 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. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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すべての更新を表示Recent updatesDeclared Dividend • May 21Dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.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お知らせ • Oct 07+ 1 more updateAmadeus 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.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, 2025Reported 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. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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 01Second 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. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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, 2024Buy Or Sell Opportunity • Jun 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €65.00. The fair value is estimated to be €53.74, 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 09First 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. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.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 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €64.10. The fair value is estimated to be €53.13, 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. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: €0.62 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.62 (up from €0.53 in 2Q 2022). Revenue: €1.38b (up 17% from 2Q 2022). Net income: €278.3m (up 17% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Board Change • Jul 05High 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.Upcoming Dividend • Jul 04Upcoming dividend of €0.60 per share at 1.1% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).お知らせ • Jun 16Amadeus IT Group, S.A. (BME:AMS) commences an Equity Buyback plan for 10% of its issued share capital, under the authorization approved on June 23, 2022.Amadeus IT Holding SA (CATS:AMS) commences share repurchases on June 6, 2023 under the program mandated by the shareholders in the Annual General Meeting held on June 23, 2022. As per the mandate, the company is authorized to repurchase own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The minimum acquisition price of the shares will be equivalent to 80% of the trading value of the share in the Stock Market in the acquisition date, and the maximum acquisition price will be equivalent to 120% of the trading value of the share in the Stock Market on the same date. The purchase can be made as a sale and purchase, exchange (permuta), payment in kind (dación en pago) or by any other means permitted by law, on one or more occasions. The program will run for a period of five years. On June 5, 2023, the company announced a share repurchase program. Under the program, the company will repurchase up to 6,120,000 shares, representing 1.36% for €433.33 million. Under the program, 4,930,000 shares for €350.03 million, €71 per share will be used for early redemption of convertible bonds and 1,190,000 shares for €83.3 will be used for share allocation programs for employees, officers and Executive Director of the company. The shares will be purchased at the market price in accordance with the price and volume conditions set out in Article 3 of the Regulation. In particular, with respect to price, Amadeus will not buy the shares at a price that is above the higher of the price of the last independent trade and the highest current independent bid in those trading venues where the purchase is made. The company reserves the right to terminate the buyback program if, prior to its expiry, the company has acquired the shares for a purchase price that reached the maximum investment price or has acquired the maximum number of shares under the program. The program shall remain in force until December 6, 2023.お知らせ • May 17Amadeus IT Group, S.A., Annual General Meeting, Jun 21, 2023Amadeus IT Group, S.A., Annual General Meeting, Jun 21, 2023, at 11:00 Central European Standard Time.Reported Earnings • May 10First quarter 2023 earnings released: EPS: €0.58 (vs €0.18 in 1Q 2022)First quarter 2023 results: EPS: €0.58 (up from €0.18 in 1Q 2022). Revenue: €1.31b (up 43% from 1Q 2022). Net income: €262.4m (up 223% from 1Q 2022). Profit margin: 20% (up from 8.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Amadeus IT Group, S.A. (BME:AMS) announces an Equity Buyback for 125,500 shares, representing 0.03% for €8.79 million.Amadeus IT Group, S.A. (BME:AMS) announces a share repurchase program. Under the program, the company will repurchase up to 125,500 shares, representing 0.03% of the share capital of the company for €8.79 million. The objective of repurchase of shares is to comply with the share allocation programs for employees and managers of the subsidiary corresponding to the current course. The program will expire on May 19, 2023.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €1.48 (vs €0.32 loss in FY 2021)Full year 2022 results: EPS: €1.48 (up from €0.32 loss in FY 2021). Revenue: €4.49b (up 68% from FY 2021). Net income: €664.7m (up €807.1m from FY 2021). Profit margin: 15% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Jan 28Amadeus IT Group, S.A. to Report Q4, 2022 Results on Feb 24, 2023Amadeus IT Group, S.A. announced that they will report Q4, 2022 results Pre-Market on Feb 24, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director David Figueras was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.45 (vs €0.02 in 3Q 2021)Third quarter 2022 results: EPS: €0.45 (up from €0.02 in 3Q 2021). Revenue: €1.22b (up 65% from 3Q 2021). Net income: €202.7m (up €193.7m from 3Q 2021). Profit margin: 17% (up from 1.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.53 (vs €0.078 loss in 2Q 2021)Second quarter 2022 results: EPS: €0.53 (up from €0.078 loss in 2Q 2021). Revenue: €1.18b (up 89% from 2Q 2021). Net income: €237.3m (up €272.3m from 2Q 2021). Profit margin: 20% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 37%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Board Change • Jul 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director David Figueras was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €64.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: €0.32 loss per share (up from €1.41 loss in FY 2020). Revenue: €2.67b (up 23% from FY 2020). Net loss: €142.4m (loss narrowed 77% from FY 2020). Revenue missed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 64%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.02 (vs €0.35 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €739.1m (up 77% from 3Q 2020). Net income: €9.00m (up €168.5m from 3Q 2020). Profit margin: 1.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 31Second quarter 2021 earnings released: €0.11 loss per share (vs €0.70 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: €624.3m (up 141% from 2Q 2020). Net loss: €48.6m (loss narrowed 85% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • May 10First quarter 2021 earnings released: €0.21 loss per share (vs €0.27 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €496.7m (down 51% from 1Q 2020). Net loss: €95.3m (down 181% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 12New 90-day high: €63.18The company is up 5.0% from its price of €60.16 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.10 per share.Reported Earnings • Mar 02Full year 2020 earnings released: €1.40 loss per share (vs €2.58 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €2.17b (down 61% from FY 2019). Net loss: €625.4m (down 156% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 46%, compared to a 12% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Dec 04New 90-day high: €62.42The company is up 23% from its price of €50.64 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.Reported Earnings • Nov 11Third quarter 2020 earnings released: €0.35 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €418.6m (down 70% from 3Q 2019). Net loss: €159.5m (down 152% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.08%. Over the next year, revenue is forecast to grow 9.6%, compared to a 9.2% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Nov 07Market bids up stock over the past weekAfter last week's 17% share price gain to €47.35, the stock is trading at a trailing P/E ratio of 64.1x, up from the previous P/E ratio of 54.9x. This compares to an average P/E of 26x in the IT industry in Germany. Total return to shareholders over the past three years is a loss of 18%.Is New 90 Day High Low • Nov 02New 90-day low: €39.50The company is down 6.0% from its price of €42.18 on 04 August 2020. The German market is also down 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.28 per share.Is New 90 Day High Low • Sep 19New 90-day high: €51.16The company is up 2.0% from its price of €50.20 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.34 per share.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DB: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2026/05/24 12:02終値2026/05/22 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
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
お知らせ • Oct 07+ 1 more updateAmadeus 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
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
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
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. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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
Declared Dividend • May 21Dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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
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.
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
お知らせ • Oct 07+ 1 more updateAmadeus 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
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.
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
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
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. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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 01Second 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. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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
Buy Or Sell Opportunity • Jun 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €65.00. The fair value is estimated to be €53.74, 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 09First 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. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
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 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €64.10. The fair value is estimated to be €53.13, 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. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: €0.62 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.62 (up from €0.53 in 2Q 2022). Revenue: €1.38b (up 17% from 2Q 2022). Net income: €278.3m (up 17% from 2Q 2022). Profit margin: 20% (in line with 2Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 05High 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.
Upcoming Dividend • Jul 04Upcoming dividend of €0.60 per share at 1.1% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
お知らせ • Jun 16Amadeus IT Group, S.A. (BME:AMS) commences an Equity Buyback plan for 10% of its issued share capital, under the authorization approved on June 23, 2022.Amadeus IT Holding SA (CATS:AMS) commences share repurchases on June 6, 2023 under the program mandated by the shareholders in the Annual General Meeting held on June 23, 2022. As per the mandate, the company is authorized to repurchase own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The minimum acquisition price of the shares will be equivalent to 80% of the trading value of the share in the Stock Market in the acquisition date, and the maximum acquisition price will be equivalent to 120% of the trading value of the share in the Stock Market on the same date. The purchase can be made as a sale and purchase, exchange (permuta), payment in kind (dación en pago) or by any other means permitted by law, on one or more occasions. The program will run for a period of five years. On June 5, 2023, the company announced a share repurchase program. Under the program, the company will repurchase up to 6,120,000 shares, representing 1.36% for €433.33 million. Under the program, 4,930,000 shares for €350.03 million, €71 per share will be used for early redemption of convertible bonds and 1,190,000 shares for €83.3 will be used for share allocation programs for employees, officers and Executive Director of the company. The shares will be purchased at the market price in accordance with the price and volume conditions set out in Article 3 of the Regulation. In particular, with respect to price, Amadeus will not buy the shares at a price that is above the higher of the price of the last independent trade and the highest current independent bid in those trading venues where the purchase is made. The company reserves the right to terminate the buyback program if, prior to its expiry, the company has acquired the shares for a purchase price that reached the maximum investment price or has acquired the maximum number of shares under the program. The program shall remain in force until December 6, 2023.
お知らせ • May 17Amadeus IT Group, S.A., Annual General Meeting, Jun 21, 2023Amadeus IT Group, S.A., Annual General Meeting, Jun 21, 2023, at 11:00 Central European Standard Time.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: €0.58 (vs €0.18 in 1Q 2022)First quarter 2023 results: EPS: €0.58 (up from €0.18 in 1Q 2022). Revenue: €1.31b (up 43% from 1Q 2022). Net income: €262.4m (up 223% from 1Q 2022). Profit margin: 20% (up from 8.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Amadeus IT Group, S.A. (BME:AMS) announces an Equity Buyback for 125,500 shares, representing 0.03% for €8.79 million.Amadeus IT Group, S.A. (BME:AMS) announces a share repurchase program. Under the program, the company will repurchase up to 125,500 shares, representing 0.03% of the share capital of the company for €8.79 million. The objective of repurchase of shares is to comply with the share allocation programs for employees and managers of the subsidiary corresponding to the current course. The program will expire on May 19, 2023.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €1.48 (vs €0.32 loss in FY 2021)Full year 2022 results: EPS: €1.48 (up from €0.32 loss in FY 2021). Revenue: €4.49b (up 68% from FY 2021). Net income: €664.7m (up €807.1m from FY 2021). Profit margin: 15% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 28Amadeus IT Group, S.A. to Report Q4, 2022 Results on Feb 24, 2023Amadeus IT Group, S.A. announced that they will report Q4, 2022 results Pre-Market on Feb 24, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director David Figueras was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.45 (vs €0.02 in 3Q 2021)Third quarter 2022 results: EPS: €0.45 (up from €0.02 in 3Q 2021). Revenue: €1.22b (up 65% from 3Q 2021). Net income: €202.7m (up €193.7m from 3Q 2021). Profit margin: 17% (up from 1.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €0.53 (vs €0.078 loss in 2Q 2021)Second quarter 2022 results: EPS: €0.53 (up from €0.078 loss in 2Q 2021). Revenue: €1.18b (up 89% from 2Q 2021). Net income: €237.3m (up €272.3m from 2Q 2021). Profit margin: 20% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 37%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Board Change • Jul 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director David Figueras was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €64.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: €0.32 loss per share (up from €1.41 loss in FY 2020). Revenue: €2.67b (up 23% from FY 2020). Net loss: €142.4m (loss narrowed 77% from FY 2020). Revenue missed analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 64%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.02 (vs €0.35 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €739.1m (up 77% from 3Q 2020). Net income: €9.00m (up €168.5m from 3Q 2020). Profit margin: 1.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 31Second quarter 2021 earnings released: €0.11 loss per share (vs €0.70 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: €624.3m (up 141% from 2Q 2020). Net loss: €48.6m (loss narrowed 85% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 10First quarter 2021 earnings released: €0.21 loss per share (vs €0.27 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €496.7m (down 51% from 1Q 2020). Net loss: €95.3m (down 181% from profit in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 12New 90-day high: €63.18The company is up 5.0% from its price of €60.16 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.10 per share.
Reported Earnings • Mar 02Full year 2020 earnings released: €1.40 loss per share (vs €2.58 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €2.17b (down 61% from FY 2019). Net loss: €625.4m (down 156% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 46%, compared to a 12% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Dec 04New 90-day high: €62.42The company is up 23% from its price of €50.64 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.55 per share.
Reported Earnings • Nov 11Third quarter 2020 earnings released: €0.35 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €418.6m (down 70% from 3Q 2019). Net loss: €159.5m (down 152% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 0.08%. Over the next year, revenue is forecast to grow 9.6%, compared to a 9.2% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Nov 07Market bids up stock over the past weekAfter last week's 17% share price gain to €47.35, the stock is trading at a trailing P/E ratio of 64.1x, up from the previous P/E ratio of 54.9x. This compares to an average P/E of 26x in the IT industry in Germany. Total return to shareholders over the past three years is a loss of 18%.
Is New 90 Day High Low • Nov 02New 90-day low: €39.50The company is down 6.0% from its price of €42.18 on 04 August 2020. The German market is also down 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.28 per share.
Is New 90 Day High Low • Sep 19New 90-day high: €51.16The company is up 2.0% from its price of €50.20 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.34 per share.