View ValuationTracsis 将来の成長Future 基準チェック /36Tracsisは、74.5%と3.6%でそれぞれ年率74.5%で利益と収益が成長すると予測される一方、EPSはgrowで74.4%年率。主要情報74.5%収益成長率74.38%EPS成長率Software 収益成長16.0%収益成長率3.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日29 Apr 2026今後の成長に関する最新情報お知らせ • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.お知らせ • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.すべての更新を表示Recent updatesお知らせ • Apr 04Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million.Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million on April 2, 2026. Gross initial consideration of €5.8 million includes net cash of €0.8 million, funded from Tracsis' existing cash resources. Additional contingent consideration of up to €2.4 million is payable subject to certain performance criteria for the period to 31 December 2027. A maximum of €0.5 million of this additional consideration will be settled in newly issued Tracsis shares, with the balance payable in cash. Any Share Consideration will be issued at a price of 307p per share being the 30-day volume weighted average share price for the period to 30 March 2026. Miles Cox, Edward Lowe, Caoimhe Williams, Mark Whitmore, Richard Andrews, Ryan Mahnke, James Thompson of Joh. Berenberg, Gossler & Co. KG, London Branch acted as financial advisors to Tracsis plc. Tracsis plc (AIM:TRCS) completed the acquisition of Vesputi GmbH on April 2, 2026.お知らせ • Mar 27Tracsis plc to Report First Half, 2026 Results on Apr 28, 2026Tracsis plc announced that they will report first half, 2026 results on Apr 28, 2026お知らせ • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.お知らせ • Nov 22Tracsis plc Proposes Final Dividend for the Year Ended July 31, 2025, Payable on 12 February 2026The Board of Tracsis plc remains committed to a progressive dividend policy. The Board has recommended a final dividend of 1.4 pence per share for the year ended July 31, 2025. The final dividend, subject to shareholder approval at the forthcoming Annual General Meeting, will be paid on 12 February 2026 to shareholders on the register at the close of business on 30 January 2026. This will bring the total dividend for the year to 2.6 pence per share.お知らせ • Nov 20Tracsis plc, Annual General Meeting, Jan 14, 2026Tracsis plc, Annual General Meeting, Jan 14, 2026. Location: nexus, discovery way, ls2 3aa, leeds United Kingdomお知らせ • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.お知らせ • Aug 27Tracsis plc to Report Fiscal Year 2025 Results on Nov 20, 2025Tracsis plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Nov 20, 2025お知らせ • Jul 09+ 1 more updateTracsis plc Announces CEO ChangesTracsis announced that Chris Barnes will step down as Chief Executive Officer and from the Board on 31 July 2025, following six years in the role. The Board is pleased to confirm that David Frost will be appointed as CEO. David will join the Group on 9 July 2025 before assuming the role of CEO and joining the Board on 1 August 2025. Chris will remain with the business for a period of time thereafter to ensure an orderly handover. David is an accomplished CEO in the industrial technology sector with a proven track record of driving organic growth, executing high-quality M&A and delivering advanced analytical software solutions across critical infrastructure end markets, together with extensive US experience. He most recently served as Chief Executive Officer of Ovarro Ltd. (Ovarro), an IoT technology leader in the monitoring and control of remote critical assets in national and critical infrastructure markets, where he delivered revenue and profit growth of 2.5x and 3x respectively. Prior to Ovarro, David previously served in a senior capacity at Eaton Corporation, General Electric and Honeywell. David Frost (aged 58) holds or has held the following directorships or partnerships in the past five years: Previous directorships or partnerships: Ovarro Ltd; Ovarro DA Ltd; Ovarro DA Holdings Ltd; Ovarro Holdings Ltd; Ovarro TS Ltd; Ovarro LD Ltd; Ovarro Group Ltd; Controlpoint Ltd; Frost Home Rental Ltd; Ovarro SA; Ovarro PTY Ltd; Ovarro INC; Ovarro SDN.BHD; Ovarro SAS; Ovarro BV.お知らせ • Feb 26Tracsis plc to Report First Half, 2025 Results on Apr 24, 2025Tracsis plc announced that they will report first half, 2025 results on Apr 24, 2025お知らせ • Nov 21Tracsis plc, Annual General Meeting, Jan 22, 2025Tracsis plc, Annual General Meeting, Jan 22, 2025. Location: nexus, discovery way, ls2 3aa, leeds United KingdomValuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.20, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.44 per share.お知らせ • Aug 29Tracsis plc to Report Fiscal Year 2024 Results on Nov 20, 2024Tracsis plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Nov 20, 2024Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.91 per share.Buy Or Sell Opportunity • Jun 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.10. The fair value is estimated to be €12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.Reported Earnings • Apr 26First half 2024 earnings released: UK£0.016 loss per share (vs UK£0.055 profit in 1H 2023)First half 2024 results: UK£0.016 loss per share (down from UK£0.055 profit in 1H 2023). Revenue: UK£36.6m (down 6.7% from 1H 2023). Net loss: UK£488.0k (down 130% from profit in 1H 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.Buy Or Sell Opportunity • Apr 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.35. The fair value is estimated to be €11.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Buy Or Sell Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.90. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.業績と収益の成長予測DB:4T2 - アナリストの将来予測と過去の財務データ ( )GBP 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7/31/202889591327/31/202787491347/31/20268406941/31/2026851911N/A10/31/2025831911N/A7/31/2025821911N/A4/30/2025811810N/A1/31/202581189N/A10/31/202481179N/A7/31/202481079N/A4/30/2024803710N/A1/31/2024795811N/A10/31/2023816810N/A7/31/2023827810N/A4/30/202380578N/A1/31/202379267N/A10/31/202274268N/A7/31/202269278N/A4/30/202263288N/A1/31/202257289N/A10/31/202154289N/A7/31/202150299N/A4/30/20214721010N/A1/31/20214421111N/A10/31/20204621111N/A7/31/20204831011N/A4/30/20205241112N/A1/31/20205751213N/A10/31/2019535N/A13N/A7/31/2019495N/A12N/A4/30/2019456N/A11N/A1/31/2019417N/A9N/A10/31/2018407N/A10N/A7/31/2018407N/A11N/A4/30/2018386N/A9N/A1/31/2018374N/A8N/A10/31/2017364N/A7N/A7/31/2017344N/A6N/A4/30/2017344N/A6N/A1/31/2017344N/A6N/A10/31/2016334N/A6N/A7/31/2016314N/A6N/A4/30/2016283N/A6N/A1/31/2016253N/A6N/A10/31/2015243N/A6N/A7/31/2015234N/A5N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4T2の予測収益成長率 (年間74.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 4T2の収益 ( 74.5% ) はGerman市場 ( 17.1% ) 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: 4T2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: 4T2の収益 ( 3.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 4T2の収益 ( 3.6% ) 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: 4T2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 18:39終値2026/05/22 00:00収益2026/01/31年間収益2025/07/31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Tracsis plc 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Robert ChantryBerenbergCiaran DonnellyBerenbergAlexander James ShortBerenberg2 その他のアナリストを表示
お知らせ • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.
お知らせ • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.
お知らせ • Apr 04Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million.Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million on April 2, 2026. Gross initial consideration of €5.8 million includes net cash of €0.8 million, funded from Tracsis' existing cash resources. Additional contingent consideration of up to €2.4 million is payable subject to certain performance criteria for the period to 31 December 2027. A maximum of €0.5 million of this additional consideration will be settled in newly issued Tracsis shares, with the balance payable in cash. Any Share Consideration will be issued at a price of 307p per share being the 30-day volume weighted average share price for the period to 30 March 2026. Miles Cox, Edward Lowe, Caoimhe Williams, Mark Whitmore, Richard Andrews, Ryan Mahnke, James Thompson of Joh. Berenberg, Gossler & Co. KG, London Branch acted as financial advisors to Tracsis plc. Tracsis plc (AIM:TRCS) completed the acquisition of Vesputi GmbH on April 2, 2026.
お知らせ • Mar 27Tracsis plc to Report First Half, 2026 Results on Apr 28, 2026Tracsis plc announced that they will report first half, 2026 results on Apr 28, 2026
お知らせ • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.
お知らせ • Nov 22Tracsis plc Proposes Final Dividend for the Year Ended July 31, 2025, Payable on 12 February 2026The Board of Tracsis plc remains committed to a progressive dividend policy. The Board has recommended a final dividend of 1.4 pence per share for the year ended July 31, 2025. The final dividend, subject to shareholder approval at the forthcoming Annual General Meeting, will be paid on 12 February 2026 to shareholders on the register at the close of business on 30 January 2026. This will bring the total dividend for the year to 2.6 pence per share.
お知らせ • Nov 20Tracsis plc, Annual General Meeting, Jan 14, 2026Tracsis plc, Annual General Meeting, Jan 14, 2026. Location: nexus, discovery way, ls2 3aa, leeds United Kingdom
お知らせ • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.
お知らせ • Aug 27Tracsis plc to Report Fiscal Year 2025 Results on Nov 20, 2025Tracsis plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Nov 20, 2025
お知らせ • Jul 09+ 1 more updateTracsis plc Announces CEO ChangesTracsis announced that Chris Barnes will step down as Chief Executive Officer and from the Board on 31 July 2025, following six years in the role. The Board is pleased to confirm that David Frost will be appointed as CEO. David will join the Group on 9 July 2025 before assuming the role of CEO and joining the Board on 1 August 2025. Chris will remain with the business for a period of time thereafter to ensure an orderly handover. David is an accomplished CEO in the industrial technology sector with a proven track record of driving organic growth, executing high-quality M&A and delivering advanced analytical software solutions across critical infrastructure end markets, together with extensive US experience. He most recently served as Chief Executive Officer of Ovarro Ltd. (Ovarro), an IoT technology leader in the monitoring and control of remote critical assets in national and critical infrastructure markets, where he delivered revenue and profit growth of 2.5x and 3x respectively. Prior to Ovarro, David previously served in a senior capacity at Eaton Corporation, General Electric and Honeywell. David Frost (aged 58) holds or has held the following directorships or partnerships in the past five years: Previous directorships or partnerships: Ovarro Ltd; Ovarro DA Ltd; Ovarro DA Holdings Ltd; Ovarro Holdings Ltd; Ovarro TS Ltd; Ovarro LD Ltd; Ovarro Group Ltd; Controlpoint Ltd; Frost Home Rental Ltd; Ovarro SA; Ovarro PTY Ltd; Ovarro INC; Ovarro SDN.BHD; Ovarro SAS; Ovarro BV.
お知らせ • Feb 26Tracsis plc to Report First Half, 2025 Results on Apr 24, 2025Tracsis plc announced that they will report first half, 2025 results on Apr 24, 2025
お知らせ • Nov 21Tracsis plc, Annual General Meeting, Jan 22, 2025Tracsis plc, Annual General Meeting, Jan 22, 2025. Location: nexus, discovery way, ls2 3aa, leeds United Kingdom
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.20, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.44 per share.
お知らせ • Aug 29Tracsis plc to Report Fiscal Year 2024 Results on Nov 20, 2024Tracsis plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Nov 20, 2024
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.91 per share.
Buy Or Sell Opportunity • Jun 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.10. The fair value is estimated to be €12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.
Reported Earnings • Apr 26First half 2024 earnings released: UK£0.016 loss per share (vs UK£0.055 profit in 1H 2023)First half 2024 results: UK£0.016 loss per share (down from UK£0.055 profit in 1H 2023). Revenue: UK£36.6m (down 6.7% from 1H 2023). Net loss: UK£488.0k (down 130% from profit in 1H 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.
Buy Or Sell Opportunity • Apr 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.35. The fair value is estimated to be €11.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Buy Or Sell Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.90. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.