thyssenkrupp AG

XTRA:TKA 株式レポート

時価総額：€9.5b

thyssenkrupp 将来の成長

Future 基準チェック /36

thyssenkrupp利益と収益がそれぞれ年間48.5%と1.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.2% 47.9%なると予測されています。

主要情報

48.5%

収益成長率

47.90%

EPS成長率

Metals and Mining 収益成長14.4%
収益成長率1.9%
将来の株主資本利益率8.22%
アナリストカバレッジ

Good

最終更新日03 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 08

TKA: Higher P/E Expectations Will Shape Balanced Risk Reward Outlook

The analyst fair value estimate for thyssenkrupp has been raised from €13.75 to €16.38. This reflects higher Street price targets from multiple firms and updated assumptions on profit margins and future P/E levels.
ナラティブ更新 • Aug 25

TKA: Margin Execution And Higher Earnings Multiple Will Drive Future Re Rating

The analyst fair value estimate for thyssenkrupp has been lifted from €16.00 to €22.00, reflecting a series of recent price target increases from several banks that cite updated assumptions around discount rates, profit margins and future P/E multiples. Analyst Commentary Recent research updates on thyssenkrupp show a series of higher price targets that point to a more constructive view on the stock.
ナラティブ更新 • Aug 11

TKA: Higher Future P E Assumptions Will Drive Bullish Repricing

Analysts have lifted the thyssenkrupp fair value estimate from €13.19 to €13.75, reflecting updated assumptions on the discount rate, modest revenue growth and profit margin, and a slightly higher future P/E in line with recent price target increases from €11.80 to €16 across several banks. Analyst Commentary Recent research on thyssenkrupp shows a series of higher price targets from large banks.
ナラティブ更新 • Jul 28

TKA: Execution Risks And Earnings Volatility Will Restrain Upside Despite Higher Expectations

Thyssenkrupp's analyst fair value estimate has shifted from €9.00 to €9.50, reflecting updated views from analysts who have raised their price targets on the stock in recent months based on their latest research. Analyst Commentary Recent analyst commentary on thyssenkrupp offers a mixed picture for investors.
ナラティブ更新 • Jul 14

TKA: Submarine Contract Win And Margin Execution Will Drive Future Re Rating

The analyst fair value estimate for thyssenkrupp has been raised from €15.00 to €16.00. This change reflects recent increases in Street price targets and updated assumptions for revenue growth, profit margin, and future P/E multiples cited by analysts.
ナラティブ更新 • Jun 30

TKA: Higher Margin Outlook And Upgraded Street Views Will Drive Bullish Repricing

Analysts have nudged the fair value estimate for thyssenkrupp higher from about €11.41 to roughly €13.19. This reflects recent price target increases toward €11.80 to €15 and a view that slightly lower expected revenue growth may be offset by firmer profit margins and a modestly higher future P/E assumption.
ナラティブ更新 • Jun 16

TKA: Materials Services Outcome And Earnings Volatility Will Constrain Future Upside

Analysts have lifted their price targets on thyssenkrupp, with recent moves to a range of approximately €11.80 to €15 supporting a higher fair value estimate and reflecting updated views on the company’s earnings potential and valuation multiples. Analyst Commentary Recent research on thyssenkrupp points to a wider range of views on where the stock should trade, even as some major firms such as Citi and JPMorgan have set higher price targets of up to €15 and €11.80 respectively.
ナラティブ更新 • Jun 01

TKA: Margin Execution And Earnings Stability Will Drive Future Re Rating

Analysts have lifted their price expectations for thyssenkrupp, with recent targets clustering between about €11.80 and €15, supported by views that the company’s margin outlook and earnings profile can justify a P/E closer to 8x. Analyst Commentary Recent research points to a more supportive tone around thyssenkrupp, with several bullish analysts shifting their views in favour of higher valuation levels.
ナラティブ更新 • May 01

TKA: Steel Policy Support And Execution Momentum Will Drive Future Re Rating

Analysts have nudged their blended price target for thyssenkrupp slightly higher to €9.50, reflecting updated views on steel earnings potential, policy support and execution momentum, even as opinions on the stock remain mixed across recent upgrades and target changes. Analyst Commentary Recent research shows a clear split in views, but there is a cluster of bullish analysts highlighting upside optionality in thyssenkrupp, especially around steel earnings, policy support and execution on the current plan.
ナラティブ更新 • Apr 16

TKA: Portfolio Reshaping And EU Steel Policy Support Will Shape Execution Outcomes

Analysts have set a new price target for thyssenkrupp at €9.50, citing updated views on policy support for EU steel, execution momentum and revised medium term earnings assumptions across recent research. Analyst Commentary Recent research on thyssenkrupp shows a split view, with some firms lifting ratings and targets while others adjust expectations more cautiously.
ナラティブ更新 • Apr 02

TKA: Portfolio Reshaping And Steel And Materials Deals Will Shape Execution Risk

The analyst price target for thyssenkrupp has been adjusted to €8.30 from €8.70, with analysts citing updated expectations for revenue growth, profit margins, and P/E assumptions following recent mixed target moves and rating changes across the Street. Analyst Commentary Recent research on thyssenkrupp shows a mix of optimism and restraint, with some firms lifting ratings and targets while others trim expectations or keep cautious stances.
ナラティブ更新 • Mar 19

TKA: Steel And Materials Divestments Will Support Future Share Re Rating

Analyst price targets for thyssenkrupp have edged higher, with recent changes to around €8.70, €9.50 and €13 reflecting updated views on EU steel earnings potential and execution, even as opinions on the stock remain mixed across firms. Analyst Commentary Recent research shows a clear split in views, but there are some distinctly bullish threads that focus on potential earnings support and execution at thyssenkrupp, particularly around its EU steel exposure.
ナラティブ更新 • Mar 04

TKA: Portfolio Reshaping And Steel Deal Prospects Will Define Execution Risk

Analysts have raised their average price target for thyssenkrupp from around €6.30 to about €8.70. This change reflects updated views that take into account revised fair value assumptions, changes in discount rates, and new Street research on steel earnings potential and capital execution.
分析記事 • Feb 19

thyssenkrupp (ETR:TKA) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with thyssenkrupp AG's ( ETR:TKA ) recent earnings, despite the decent statutory profit...
ナラティブ更新 • Feb 17

TKA: Steel Unit Sale Talks Will Support Future Share Re Rating

Analysts have raised their fair value estimate for thyssenkrupp from €14.00 to €15.00, citing updated assumptions on revenue growth, profit margins, and future P/E multiples, in line with recent Street price target increases to €8.70 per share. Analyst Commentary Bullish analysts have been nudging their views higher, with multiple price target adjustments clustering around €8.70 per share.
ナラティブ更新 • Feb 03

TKA: Raised Street Views And Asset Sales Will Shape Balanced Risk Profile

The analyst price target for thyssenkrupp has been raised from €10.30 to €11.41, reflecting recent Street research in which firms lifted their targets into the €7.70 to €8.70 range and cited updated views on discount rates, revenue growth, margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €7.70 to €8.70 range, which points to a reworked view of what they see as fair value for the equity based on their updated models.
ナラティブ更新 • Jan 20

TKA: Steel Unit Sale And Workforce Cuts Will Support Future Re Rating

Analysts have lifted their price targets for thyssenkrupp to as high as €8.70, up from prior levels around €6.30 to €8.30, reflecting updated views on the group’s risk profile, revenue trajectory, profitability and future P/E assumptions. Analyst Commentary Recent research points to a more constructive tone around thyssenkrupp, even where ratings remain cautious.
ナラティブ更新 • Jan 06

TKA: Workforce Cuts And Neutral Rating Will Shape Balanced Risk Profile

Analysts have raised their price target for thyssenkrupp to €7.70 from €6.30, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key factors behind the revision. Analyst Commentary Recent commentary around the revised €7.70 price target suggests a more balanced view of thyssenkrupp, with analysts updating their models but keeping expectations in check through a Neutral rating.
ナラティブ更新 • Dec 20

TKA: Revenue Resilience And Workforce Cuts Will Support Share Re-Rating

Analysts have raised their fair value estimate for thyssenkrupp from EUR 13.00 to EUR 14.00, reflecting a higher Street price target of EUR 7.70 versus EUR 6.30 previously as they factor in stronger top line growth despite lower margin expectations. Analyst Commentary Bullish analysts highlight that the recent increase in the Street price target signals growing confidence in thyssenkrupp's ability to execute on its strategic initiatives, even in a more challenging margin environment.
ナラティブ更新 • Dec 06

TKA: Future Workforce Cuts And Mixed Rating Shifts Will Shape Risk Profile

Analysts have nudged their price target on thyssenkrupp slightly lower, from about EUR 10.20 to roughly EUR 10.09. This reflects modestly higher perceived risk and only incremental adjustments to growth and margin expectations, despite recent target increases and rating upgrades from the Street.
ナラティブ更新 • Oct 17

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp’s analyst price target has increased modestly, rising from €7.10 to €7.60, as analysts cited improvements in company outlook and supportive recent upgrades to justify the change. Analyst Commentary Recent analyst activity on Thyssenkrupp reflects a mixture of cautious optimism and ongoing concerns about the company's valuation and longer-term prospects.
ナラティブ更新 • Oct 03

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Thyssenkrupp's analyst price target has been raised from €9.73 to €10.20, as analysts cite recent upgrades and revised industry outlooks, which support a moderately improved valuation. Analyst Commentary Recent analyst research presents a mixed picture for Thyssenkrupp, reflecting both cautious optimism and lingering concerns regarding the company's valuation, growth prospects, and execution risks.
ナラティブ更新 • Sep 18

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds. Analyst Commentary Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
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新しいナラティブ • Jul 16

Green Decarbonization Will Face Setbacks While Marine Systems Rebound

Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow.

業績と収益の成長予測

XTRA:TKA - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202833,9749713612,1326
9/30/202733,547791-2201,7458
9/30/202632,422-508-5918369
6/30/202632,630286-1,093356N/A
3/31/202631,9939-980486N/A
12/31/202532,192163-1,297146N/A
9/30/202532,837465351,684N/A
6/30/202533,370-1,234-1031,455N/A
3/31/202534,206-1,010-1341,657N/A
12/31/202434,691-1,2433232,083N/A
9/30/202435,041-1,506-2431,353N/A
6/30/202435,044-2,454-5971,335N/A
3/31/202435,656-2,317-101,684N/A
12/31/202336,699-2,461-561,777N/A
9/30/202337,536-2,0723072,064N/A
6/30/202339,2923261,1442,552N/A
3/31/202340,6433183801,768N/A
12/31/202241,1351,096-1951,079N/A
9/30/202241,1401,127-679617N/A
6/30/202240,011842-2,373-953N/A
3/31/202237,738893-2,209-778N/A
12/31/202135,717138-2,229-772N/A
9/30/202134,015-109-1,35592N/A
6/30/202131,834-3,794-2,364-1,084N/A
3/31/202128,922-4,749-2,819-1,557N/A
12/31/202028,591-5,240-2,181-930N/A
9/30/202028,899-5,549-4,635-3,326N/A
6/30/202030,357-2,539-1,929-683N/A
3/31/202033,331-1,940N/A18N/A
12/31/201933,852-1,533N/A187N/A
9/30/201934,036-1,155N/A72N/A
6/30/201936,098-836N/A272N/A
3/31/201938,131-737N/A114N/A
12/31/201841,622-98N/A214N/A
9/30/201841,534-62N/A1,184N/A
6/30/201839,53012N/A1,151N/A
3/31/201837,263253N/A1,092N/A
12/31/201732,000-69N/A784N/A
9/30/201733,993-46N/A610N/A
6/30/201734,788219N/A207N/A
3/31/201735,887205N/A751N/A
12/31/201638,479296N/A535N/A
9/30/201638,000392N/A1,387N/A
6/30/201638,991321N/A866N/A
3/31/201640,566424N/A771N/A
12/31/201541,973349N/A1,088N/A
9/30/201542,778320N/A1,300N/A

アナリストによる今後の成長予測

収入対貯蓄率: TKAの予測収益成長率 (年間48.5% ) は 貯蓄率 ( 2.1% ) を上回っています。

収益対市場: TKAの収益 ( 48.5% ) はGerman市場 ( 15.1% ) よりも速いペースで成長すると予測されています。

高成長収益: TKAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TKAの収益 ( 1.9% ) German市場 ( 6.7% ) よりも低い成長が予測されています。

高い収益成長: TKAの収益 ( 1.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TKAの 自己資本利益率 は、3年後には低くなると予測されています ( 8.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/20 21:27
終値2026/09/18 00:00
収益2026/06/30
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した 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

thyssenkrupp AG 9 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。24

アナリスト機関
Christian ObstBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Vincent LepineBNP Paribas