View ValuationMegaport 将来の成長Future 基準チェック /56Megaport利益と収益がそれぞれ年間57.6%と23.3%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12.7% 59.1%なると予測されています。主要情報57.6%収益成長率59.08%EPS成長率IT 収益成長12.8%収益成長率23.3%将来の株主資本利益率12.71%アナリストカバレッジGood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 • Aug 21+ 2 more updatesMegaport Limited Provides Earnings Guidance for the Fiscal Year 2026Megaport Limited provided earnings guidance for the fiscal year 2026. The company expects fiscal year 2026 revenue to be in the range of $260 million to $270 million.すべての更新を表示Recent updatesお知らせ • May 08Megaport Limited Launches Built-In DDoS Protection Enabling On-Demand Network ResilienceMegaport Limited announced the launch of Megaport DDoS Protection. This new, built-in security capability for Megaport Internet allows customers to filter malicious traffic directly within the Megaport network rather than routing it through a separate or external service, for mission-critical uptime without introducing additional latency or routing complexity. Megaport DDoS Protection removes these challenges by integrating fabric-native protection directly into the Megaport network, closing the gap between basic ISP tools and complex enterprise-grade security solutions. By keeping protection inline with the private network path, traffic stays on its intended route without being diverted, maintaining peak performance even while under attack. Key features and benefits of Megaport DDoS Protection include: Fabric-Native Mitigation: Unlike external providers, Megaport filters traffic within its own network, eliminating the need for traffic redirection to external scrubbing centers, reducing latency, and maintaining control. Rapid Deployment: The capability is fully self-service and can be easily added via the Megaport Portal in under 60 seconds. Users get smarter protection almost instantly thereafter. Targeted Protection: Mitigation occurs at the host/IP level. Only malicious traffic is filtered while the rest of the network continues to operate normally. Simplified Pricing: Costs are aligned to connection capacity rather than the size or frequency of attacks, removing the unpredictability of attack-based cost models that are often associated with legacy providers. Operational Simplicity: Pre-configured protection profiles reduce the need for manual tuning while still distinguishing between legitimate traffic surges and attack patterns. The service is designed for environments where downtime has immediate financial and brand impact, whether they are handling high-traffic or highly critical processes. Megaport DDoS Protection offers both passive and active mitigation modes, specifically focusing on Layer 3 and Layer 4 attacks. The launch of DDoS Protection is part of Megaport’s evolution toward owning the full connectivity experience for its customers, providing a platform where performance and protection are managed together as core components of network infrastructure.お知らせ • Dec 19Megaport Limited (ASX:MP1) acquired Extreme Infocom Private Limited.Megaport Limited (ASX:MP1) acquired Extreme Infocom Private Limited on December 17, 2025. The acquisition expands Megaport’s global platform into one of the world’s fastest-growing digital infrastructure markets and supports the Company’s strategy to deliver scalable, high-performance connectivity services across APAC. Megaport Limited (ASX:MP1) completed the acquisition of Extreme Infocom Private Limited on December 17, 2025.お知らせ • Dec 05Megaport Limited Announces Appointment of Lisa Hennessy as Non-Executive Director and Chair of Remuneration & Nomination Committee, Effective December 5, 2025Megaport Limited announced the appointment of Lisa Hennessy as a Non-Executive Director of the Board, effective December 5, 2025. Ms Hennessy will serve as Chair of the Remuneration & Nomination Committee, replacing Jay Adelson who will remain a member of the Committee. Ms Hennessy is an experienced ASX Non-Executive Director with over 30 years of expertise spanning executive and board roles across Technology, MedTech, and Consumer sectors. She has been a professional non-executive Director since 2015. Ms Hennessy currently serves as a Non-Executive Director of ASX-listed Cleanspace Technology Limited and Adore Beauty Group Limited, where she is the Chair of the People and Remuneration Committee. She also serves on the board of the Aikenhead Centre for Medical Discovery. Previously, Ms Hennessy was a Non-Executive Director of ASX-listed Nitro Software Limited, until its successful take-private transaction by Potentia, and Murray River Organics. Prior to her Non-executive career Ms Hennessy held senior leadership positions in Business Development, M&A, and strategy, across a broad range of industries. Ms Hennessy holds a Master of Business Administration from Harvard University and a Bachelor of Electrical Engineering from Purdue University. She is a Graduate of the Australian Institute of Company Directors (GAICD). Ms Hennessy’s appointment completes an extensive Board search. The Board is committed to ongoing renewal and succession planning to ensure that it has the right mix of skills, knowledge, experience and diversity to support the Company’s long-term value creation.お知らせ • Nov 12Megaport Limited has completed a Follow-on Equity Offering in the amount of AUD 200 million.Megaport Limited has completed a Follow-on Equity Offering in the amount of AUD 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,986,014 Price\Range: AUD 14.3 Discount Per Security: AUD 0.286 Transaction Features: Subsequent Direct Listingお知らせ • Nov 11+ 2 more updatesMegaport Limited (ASX:MP1) agreed to acquire Latitude.sh LTDA. for approximately $300 million.Megaport Limited (ASX:MP1) agreed to acquire Latitude.sh LTDA for approximately $300 million on November 10, 2025. The acquisition is done on cash and debt free basis. A cash consideration of $70 million will be paid by Megaport Limited. The consideration consists of 7.8 million common equity of Megaport Limited to be issued for common equity of Latitude.sh LTDA. Megaport Limited will pay an earnout/contingent payment of $150 million cash.on basis of following conditions i.e. CY26 Performance Payment: a base revenue performance payment of US$25 million if CY26 revenue of $51.9 million is achieved with the payment increasing to up to $50 million for outperformance if CY26 revenue of $74.2 million is achieved; and CY27 Performance Payment: a base revenue performance payment of $25 million if CY27 revenue of $80.5 million is achieved with the payment increasing to up to $50 million for outperformance if CY27 revenue of $115.0 million is achieved. Latitude.sh shareholders are eligible for a catch-up payment if CY27 revenue exceeds US$115.0 million and maximum CY26 Performance Payment is not achieved in full. The transaction will be financed through equity investment of $130.4 million. For the period ending June 30, 2025, Latitude.sh LTDA reported total revenue of $35.75 million, EBIT of $12.35 million and EBITDA of $18.2 million. As of June 30, 2025, Latitude.sh LTDA reported total assets of $52.65 million and total common equity of $20.15 million. Acquisition expected to complete on or before 31 December 2025. As part of the Acquisition, Megaport will establish a new ‘Compute Division’ under which Latitude.sh will operate. Latitude.sh’s CEO will be appointed as Head of the Compute Division, reporting directly to Megaport’s CEO. Merrill Lynch Equities Limited acted as financial advisor for Megaport Limited. Cooley LLP acted as legal advisor for Megaport Limited. Pinheiro Neto Advogados acted as legal advisor for Megaport Limited. Gilbert and Tobin acted as legal advisor for Megaport Limited. Citizens JMP Securities, LLC acted as financial advisor for Latitude.sh LTDA. Linklaters LLP acted as legal advisor for Latitude.sh LTDA. Allens acted as legal advisor for Latitude.sh LTDA. Barbosa, Müssnich & Aragão Advogados acted as legal advisor for Latitude.sh LTDA. Bronstein, Zilberberg, Chueiri & Potenza Advogados acted as legal advisor for Latitude.sh LTDA founders.お知らせ • Sep 24Megaport Limited, Annual General Meeting, Nov 20, 2025Megaport Limited, Annual General Meeting, Nov 20, 2025.お知らせ • Aug 21+ 2 more updatesMegaport Limited Provides Earnings Guidance for the Fiscal Year 2026Megaport Limited provided earnings guidance for the fiscal year 2026. The company expects fiscal year 2026 revenue to be in the range of $260 million to $270 million.お知らせ • Jan 28Megaport Appoints Grant Dempsey as Non Executive DirectorMegaport announced that Grant Dempsey has been appointed as a non executive director. Dempsey will serve as chair of the audit risk committee, effective from 21 February 2025. He has more than 35 years' experience in senior executive and finance roles advising global businesses across various sectors, including TMT, financial services, property, industrials, consumer, mining and infrastructure assets. He served as CFO of TPG Telecom and prior to this, CFO of Alumina.Board Change • Oct 23Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Jay Adelson was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 12Megaport Limited, Annual General Meeting, Nov 01, 2024Megaport Limited, Annual General Meeting, Nov 01, 2024.業績と収益の成長予測DB:92J - アナリストの将来予測と過去の財務データ ( )AUD 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6/30/20285413937155136/30/202743216-1113156/30/2026312-16-43621412/31/2025255-202173N/A9/30/2025241-102870N/A6/30/202522703468N/A3/31/202521733363N/A12/31/202420763258N/A9/30/202420183255N/A6/30/2024195103252N/A3/31/202418692143N/A12/31/20231778935N/A9/30/2023165-1-722N/A6/30/2023153-10-2310N/A3/31/2023142-26-306N/A12/31/2022125-40-342N/A9/30/2022116-44-40-3N/A6/30/2022110-48-48-8N/A3/31/2022101-42-45-10N/A12/31/202194-37-43-12N/A9/30/202186-46-37-10N/A6/30/202178-55-31-9N/A3/31/202173-62-38-12N/A12/31/202068-68-44-15N/A9/30/202063-58-47-18N/A6/30/202058-49-50-22N/A3/31/202052-42-50-25N/A12/31/201946-36-50-28N/A9/30/201940-35N/A-28N/A6/30/201935-34N/A-28N/A3/31/201931-31N/A-27N/A12/31/201826-28N/A-25N/A9/30/201823-26N/A-24N/A6/30/201820-24N/A-24N/A3/31/201817-27N/A-23N/A12/31/201715-29N/A-22N/A9/30/201713-30N/A-23N/A6/30/201711-30N/A-25N/A12/31/20166-27N/A-24N/A6/30/20163-23N/A-17N/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: 92Jは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: 92J今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 92J今後 3 年以内に収益を上げることが予想されます。収益対市場: 92Jの収益 ( 23.3% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 92Jの収益 ( 23.3% ) 20%よりも速いペースで成長すると予測されています。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: 92J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 ( 12.7 %)。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2026/05/07 15:28終値2026/05/07 00:00収益2025/12/31年間収益2025/06/30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Megaport Limited 15 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。23 アナリスト機関April LowisBarrenjoey Markets Pty LimitedEric ChoiBarrenjoey Markets Pty LimitedAryan NoroziBarrenjoey Markets Pty Limited20 その他のアナリストを表示
お知らせ • Aug 21+ 2 more updatesMegaport Limited Provides Earnings Guidance for the Fiscal Year 2026Megaport Limited provided earnings guidance for the fiscal year 2026. The company expects fiscal year 2026 revenue to be in the range of $260 million to $270 million.
お知らせ • May 08Megaport Limited Launches Built-In DDoS Protection Enabling On-Demand Network ResilienceMegaport Limited announced the launch of Megaport DDoS Protection. This new, built-in security capability for Megaport Internet allows customers to filter malicious traffic directly within the Megaport network rather than routing it through a separate or external service, for mission-critical uptime without introducing additional latency or routing complexity. Megaport DDoS Protection removes these challenges by integrating fabric-native protection directly into the Megaport network, closing the gap between basic ISP tools and complex enterprise-grade security solutions. By keeping protection inline with the private network path, traffic stays on its intended route without being diverted, maintaining peak performance even while under attack. Key features and benefits of Megaport DDoS Protection include: Fabric-Native Mitigation: Unlike external providers, Megaport filters traffic within its own network, eliminating the need for traffic redirection to external scrubbing centers, reducing latency, and maintaining control. Rapid Deployment: The capability is fully self-service and can be easily added via the Megaport Portal in under 60 seconds. Users get smarter protection almost instantly thereafter. Targeted Protection: Mitigation occurs at the host/IP level. Only malicious traffic is filtered while the rest of the network continues to operate normally. Simplified Pricing: Costs are aligned to connection capacity rather than the size or frequency of attacks, removing the unpredictability of attack-based cost models that are often associated with legacy providers. Operational Simplicity: Pre-configured protection profiles reduce the need for manual tuning while still distinguishing between legitimate traffic surges and attack patterns. The service is designed for environments where downtime has immediate financial and brand impact, whether they are handling high-traffic or highly critical processes. Megaport DDoS Protection offers both passive and active mitigation modes, specifically focusing on Layer 3 and Layer 4 attacks. The launch of DDoS Protection is part of Megaport’s evolution toward owning the full connectivity experience for its customers, providing a platform where performance and protection are managed together as core components of network infrastructure.
お知らせ • Dec 19Megaport Limited (ASX:MP1) acquired Extreme Infocom Private Limited.Megaport Limited (ASX:MP1) acquired Extreme Infocom Private Limited on December 17, 2025. The acquisition expands Megaport’s global platform into one of the world’s fastest-growing digital infrastructure markets and supports the Company’s strategy to deliver scalable, high-performance connectivity services across APAC. Megaport Limited (ASX:MP1) completed the acquisition of Extreme Infocom Private Limited on December 17, 2025.
お知らせ • Dec 05Megaport Limited Announces Appointment of Lisa Hennessy as Non-Executive Director and Chair of Remuneration & Nomination Committee, Effective December 5, 2025Megaport Limited announced the appointment of Lisa Hennessy as a Non-Executive Director of the Board, effective December 5, 2025. Ms Hennessy will serve as Chair of the Remuneration & Nomination Committee, replacing Jay Adelson who will remain a member of the Committee. Ms Hennessy is an experienced ASX Non-Executive Director with over 30 years of expertise spanning executive and board roles across Technology, MedTech, and Consumer sectors. She has been a professional non-executive Director since 2015. Ms Hennessy currently serves as a Non-Executive Director of ASX-listed Cleanspace Technology Limited and Adore Beauty Group Limited, where she is the Chair of the People and Remuneration Committee. She also serves on the board of the Aikenhead Centre for Medical Discovery. Previously, Ms Hennessy was a Non-Executive Director of ASX-listed Nitro Software Limited, until its successful take-private transaction by Potentia, and Murray River Organics. Prior to her Non-executive career Ms Hennessy held senior leadership positions in Business Development, M&A, and strategy, across a broad range of industries. Ms Hennessy holds a Master of Business Administration from Harvard University and a Bachelor of Electrical Engineering from Purdue University. She is a Graduate of the Australian Institute of Company Directors (GAICD). Ms Hennessy’s appointment completes an extensive Board search. The Board is committed to ongoing renewal and succession planning to ensure that it has the right mix of skills, knowledge, experience and diversity to support the Company’s long-term value creation.
お知らせ • Nov 12Megaport Limited has completed a Follow-on Equity Offering in the amount of AUD 200 million.Megaport Limited has completed a Follow-on Equity Offering in the amount of AUD 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,986,014 Price\Range: AUD 14.3 Discount Per Security: AUD 0.286 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 11+ 2 more updatesMegaport Limited (ASX:MP1) agreed to acquire Latitude.sh LTDA. for approximately $300 million.Megaport Limited (ASX:MP1) agreed to acquire Latitude.sh LTDA for approximately $300 million on November 10, 2025. The acquisition is done on cash and debt free basis. A cash consideration of $70 million will be paid by Megaport Limited. The consideration consists of 7.8 million common equity of Megaport Limited to be issued for common equity of Latitude.sh LTDA. Megaport Limited will pay an earnout/contingent payment of $150 million cash.on basis of following conditions i.e. CY26 Performance Payment: a base revenue performance payment of US$25 million if CY26 revenue of $51.9 million is achieved with the payment increasing to up to $50 million for outperformance if CY26 revenue of $74.2 million is achieved; and CY27 Performance Payment: a base revenue performance payment of $25 million if CY27 revenue of $80.5 million is achieved with the payment increasing to up to $50 million for outperformance if CY27 revenue of $115.0 million is achieved. Latitude.sh shareholders are eligible for a catch-up payment if CY27 revenue exceeds US$115.0 million and maximum CY26 Performance Payment is not achieved in full. The transaction will be financed through equity investment of $130.4 million. For the period ending June 30, 2025, Latitude.sh LTDA reported total revenue of $35.75 million, EBIT of $12.35 million and EBITDA of $18.2 million. As of June 30, 2025, Latitude.sh LTDA reported total assets of $52.65 million and total common equity of $20.15 million. Acquisition expected to complete on or before 31 December 2025. As part of the Acquisition, Megaport will establish a new ‘Compute Division’ under which Latitude.sh will operate. Latitude.sh’s CEO will be appointed as Head of the Compute Division, reporting directly to Megaport’s CEO. Merrill Lynch Equities Limited acted as financial advisor for Megaport Limited. Cooley LLP acted as legal advisor for Megaport Limited. Pinheiro Neto Advogados acted as legal advisor for Megaport Limited. Gilbert and Tobin acted as legal advisor for Megaport Limited. Citizens JMP Securities, LLC acted as financial advisor for Latitude.sh LTDA. Linklaters LLP acted as legal advisor for Latitude.sh LTDA. Allens acted as legal advisor for Latitude.sh LTDA. Barbosa, Müssnich & Aragão Advogados acted as legal advisor for Latitude.sh LTDA. Bronstein, Zilberberg, Chueiri & Potenza Advogados acted as legal advisor for Latitude.sh LTDA founders.
お知らせ • Sep 24Megaport Limited, Annual General Meeting, Nov 20, 2025Megaport Limited, Annual General Meeting, Nov 20, 2025.
お知らせ • Aug 21+ 2 more updatesMegaport Limited Provides Earnings Guidance for the Fiscal Year 2026Megaport Limited provided earnings guidance for the fiscal year 2026. The company expects fiscal year 2026 revenue to be in the range of $260 million to $270 million.
お知らせ • Jan 28Megaport Appoints Grant Dempsey as Non Executive DirectorMegaport announced that Grant Dempsey has been appointed as a non executive director. Dempsey will serve as chair of the audit risk committee, effective from 21 February 2025. He has more than 35 years' experience in senior executive and finance roles advising global businesses across various sectors, including TMT, financial services, property, industrials, consumer, mining and infrastructure assets. He served as CFO of TPG Telecom and prior to this, CFO of Alumina.
Board Change • Oct 23Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Jay Adelson was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 12Megaport Limited, Annual General Meeting, Nov 01, 2024Megaport Limited, Annual General Meeting, Nov 01, 2024.