Telesat（ZE2）株式概要衛星通信事業者であるテレサット・コーポレーションは、カナダ、米国、アジア、オーストラリア、中南米、カリブ海諸国、ヨーロッパ、中東、アフリカの衛星ユーザーの要求をサポートするミッションクリティカルな通信ソリューションを提供している。 詳細ZE2 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績0/6財務の健全性0/6配当金0/6報酬収益は年間34.66%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 過去1年間で株主の希薄化は大幅に進んだ German市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るZE2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€44.80161.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-263m2b2016201920222025202620282031Revenue CA$1.7bEarnings CA$180.2mAdvancedSet Fair ValueView all narrativesTelesat Corporation 競合他社NFONSymbol: XTRA:NFNMarket cap: €53.8mUnited InternetSymbol: XTRA:UTDIMarket cap: €4.6bTelefónica Deutschland HoldingSymbol: HMSE:O2DMarket cap: €6.1bfreenetSymbol: XTRA:FNTNMarket cap: €3.1b価格と性能株価の高値、安値、推移の概要Telesat過去の株価現在の株価US$44.8052週高値US$45.2052週安値US$13.40ベータ21ヶ月の変化20.43%3ヶ月変化96.49%1年変化202.70%3年間の変化n/a5年間の変化n/aIPOからの変化476.87%最新ニュースお知らせ • Apr 21Telesat Corporation to Report Q1, 2026 Results on May 05, 2026Telesat Corporation announced that they will report Q1, 2026 results on May 05, 2026お知らせ • Mar 17+ 2 more updatesTelesat Corporation Provides Earnings Guidance for the Full Year 2026Telesat Corporation provided earnings guidance for the full year 2026. For the year, the company expects GEO revenue to be between $300 million and $320 million.お知らせ • Mar 11Telesat Corporation to Report Q4, 2025 Results on Mar 17, 2026Telesat Corporation announced that they will report Q4, 2025 results on Mar 17, 2026お知らせ • Jan 22Telesat Announces Update on Creditor LitigationTelesat confirmed that certain creditors holding portions of the company's legacy GEO (Geostationary Earth Orbit) debt have filed lawsuits in both New York and Ontario regarding the equity distribution in September 2025 of the Telesat Lightspeed business. The lawsuits, filed at the direction of a group of distressed debt hedge funds, are without merit. The equity distribution at issue followed a robust governance process and was accomplished in strict accordance with relevant debt agreements and applicable law. Telesat intends to defend itself vigorously. Telesat and its stakeholders are firmly committed to supporting the company's customers, advancing the Telesat Lightspeed program, and creating long-term value.お知らせ • Oct 27Telesat Corporation to Report Q3, 2025 Results on Nov 04, 2025Telesat Corporation announced that they will report Q3, 2025 results on Nov 04, 2025お知らせ • Aug 27Telesat Appoints Donald Tremblay as Chief Financial Officer, Effective October 20, 2025Telesat on August 27, 2025 announced the appointment of Donald Tremblay as its new Chief Financial Officer (CFO), effective October 20, 2025. A highly experienced CFO, Mr. Tremblay brings over 35 years of financial expertise and leadership, including at publicly listed companies in high-growth, capital intensive industries. He has deep experience in equity and debt capital market transactions, mergers and acquisitions, compliance, and risk management. Mr. Tremblay will be succeeding Andrew Browne, who announced in March of this year that he would be retiring after serving as Telesat’s CFO since 2019. Most recently, Mr. Tremblay served as CFO of Champion Iron, where he was responsible for managing the company’s finances and treasury, playing an important role in positioning the company to successfully execute its operating and growth strategies. During his tenure as CFO of Transalta, he restructured the company’s balance sheet to strengthen its financial position and enhanced its capital management discipline. As CFO of Brookfield Renewable, Mr. Tremblay played an instrumental role in growing the organization’s market capitalization from $300 million to over $2.5 billion.最新情報をもっと見るRecent updatesお知らせ • Apr 21Telesat Corporation to Report Q1, 2026 Results on May 05, 2026Telesat Corporation announced that they will report Q1, 2026 results on May 05, 2026お知らせ • Mar 17+ 2 more updatesTelesat Corporation Provides Earnings Guidance for the Full Year 2026Telesat Corporation provided earnings guidance for the full year 2026. For the year, the company expects GEO revenue to be between $300 million and $320 million.お知らせ • Mar 11Telesat Corporation to Report Q4, 2025 Results on Mar 17, 2026Telesat Corporation announced that they will report Q4, 2025 results on Mar 17, 2026お知らせ • Jan 22Telesat Announces Update on Creditor LitigationTelesat confirmed that certain creditors holding portions of the company's legacy GEO (Geostationary Earth Orbit) debt have filed lawsuits in both New York and Ontario regarding the equity distribution in September 2025 of the Telesat Lightspeed business. The lawsuits, filed at the direction of a group of distressed debt hedge funds, are without merit. The equity distribution at issue followed a robust governance process and was accomplished in strict accordance with relevant debt agreements and applicable law. Telesat intends to defend itself vigorously. Telesat and its stakeholders are firmly committed to supporting the company's customers, advancing the Telesat Lightspeed program, and creating long-term value.お知らせ • Oct 27Telesat Corporation to Report Q3, 2025 Results on Nov 04, 2025Telesat Corporation announced that they will report Q3, 2025 results on Nov 04, 2025お知らせ • Aug 27Telesat Appoints Donald Tremblay as Chief Financial Officer, Effective October 20, 2025Telesat on August 27, 2025 announced the appointment of Donald Tremblay as its new Chief Financial Officer (CFO), effective October 20, 2025. A highly experienced CFO, Mr. Tremblay brings over 35 years of financial expertise and leadership, including at publicly listed companies in high-growth, capital intensive industries. He has deep experience in equity and debt capital market transactions, mergers and acquisitions, compliance, and risk management. Mr. Tremblay will be succeeding Andrew Browne, who announced in March of this year that he would be retiring after serving as Telesat’s CFO since 2019. Most recently, Mr. Tremblay served as CFO of Champion Iron, where he was responsible for managing the company’s finances and treasury, playing an important role in positioning the company to successfully execute its operating and growth strategies. During his tenure as CFO of Transalta, he restructured the company’s balance sheet to strengthen its financial position and enhanced its capital management discipline. As CFO of Brookfield Renewable, Mr. Tremblay played an instrumental role in growing the organization’s market capitalization from $300 million to over $2.5 billion.お知らせ • Aug 06Telesat Corporation Announces Earnings Guidance for the Full Year 2025Telesat Corporation announced earnings guidance for the full year 2025. For the full year, the company expects revenues to be between $405 million and $425 million.お知らせ • Jul 30Telesat Corporation to Report Q2, 2025 Results on Aug 06, 2025Telesat Corporation announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • Apr 30Telesat Corporation to Report Q1, 2025 Results on May 06, 2025Telesat Corporation announced that they will report Q1, 2025 results on May 06, 2025お知らせ • Apr 01Telesat Corporation, Annual General Meeting, Jun 17, 2025Telesat Corporation, Annual General Meeting, Jun 17, 2025.お知らせ • Mar 27+ 1 more updateTelesat Announces Retirement of Andrew Browne as CFOTelesat CFO Andrew Browne has announced plans to retire later this year. Telesat is initiating a search process to identify its next Chief Financial Officer. Mr. Browne will continue as Chief Financial Officer until a successor is appointed and will assist with the process to allow for a seamless transition.お知らせ • Mar 22Telesat Corporation to Report Q4, 2024 Results on Mar 27, 2025Telesat Corporation announced that they will report Q4, 2024 results on Mar 27, 2025お知らせ • Jan 14Telesat Corporation Announces Executive ChangesTelesat announced that Michel Forest will be its new Chief Technology Officer following the retirement of David Wendling at the end of February 2025. In this role, Mr. Forest will report to Dan Goldberg, Telesat’s President and CEO, and oversee Telesat’s satellite operations, satellite and systems engineering, launch activities and program management. Serving most recently as Telesat’s Vice President of LEO System Engineering, Mr. Forest has been leading the end-to-end architecture and system performance of the advanced Telesat Lightspeed constellation. Prior to his decade-long career at Telesat, he held leadership positions in satellite systems and antenna engineering at MDA Space. Also announced today, Asit Tandon is joining Telesat in the role of Chief Network and Information Officer, reporting to Goldberg. In this role, Mr. Tandon will be responsible for the terrestrial elements of the Telesat Lightspeed network, including Network Operations systems, the Network Operations Center, facilities, program management and customer fulfillment, and network and corporate IT systems. Mr. Tandon brings deep expertise from a distinguished career in planning, deploying and operating telecom networks. He was most recently the Vice President of Network Technology at Rogers Communications, where he was responsible for the technology development, design, engineering and operations of wireline access and core networks. Previously, Mr. Tandon held leadership roles in Network Operations at Hutchison-3 Indonesia, Bharti Airtel and Siemens Ltd. He earned his Bachelor of Engineering degree from Delhi college of Engineering.お知らせ • Jan 06Telesat Appoints Charles “Chuck” Cynamon as Its New President of Telesat Government SolutionsTelesat announced the appointment of Charles “Chuck” Cynamon as its new President of Telesat Government Solutions, a wholly-owned subsidiary of Telesat that provides resilient and secure satellite solutions to the U.S. Government civil, military and intelligence sectors. Mr. Cynamon brings deep knowledge, expertise and leadership acumen from over 24 years of service in the U.S. Air Force and a subsequent decade working with leading space and satellite enterprises. Most recently he was Senior Vice President at LinQuest Corporation, where he led the company’s largest division and the development of Allied Space partnerships that serve the National Security Space community and U.S. Government agencies.Previously he served as Vice President, Business Development and Strategy for MacDonald Dettwiler & Associates Information Systems, leading the company’s growth in the emerging space market; and earlier as Senior Director for Hughes Network Systems’ Defense & Intelligence Systems Division.Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €12.10, the stock trades at a trailing P/E ratio of 7.9x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 16% over the past year.お知らせ • Nov 15Telesat Corporation Updates Earnings Guidance for the Year 2024Telesat Corporation updated earnings guidance for the year 2024. For 2024, the company expected revenues to be toward the upper end of the guidance range of between CAD 545 million and CAD 565 million.お知らせ • Nov 07Telesat Corporation to Report Q3, 2024 Results on Nov 14, 2024Telesat Corporation announced that they will report Q3, 2024 results on Nov 14, 2024Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €12.90, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 12x in the Telecom industry in Germany. Total returns to shareholders of 7.5% over the past year.お知らせ • Sep 18Telesat Names Michael Adamson as New Senior Director of Defence Strategy and Business DevelopmentTelesat announced the appointment of recently retired Brigadier-General G. Michael Adamson as the company’s new Senior Director of Defence Strategy and Business Development. In this role, BGen (Ret’d) Adamson will work to expand and execute the government go-to-market and business development strategy for the Telesat Lightspeed low earth orbit (LEO) network, with an emphasis on Canada, the U.S. and other allied nations. Coming from a decorated career in the Canadian Department of National Defence (DND), Adamson will help lead several aspects of Telesat’s Government market strategy. This includes cultivating relationships with both government and industry partners and evolving the strategy and service offerings for Telesat Lightspeed to address key government SATCOM demands of the Canadian government and key allied nations. Most recently, BGen (Ret’d) Adamson was the inaugural Commander of the Canadian Armed Forces (CAF) 3 Canadian Space Division and the Joint Force Space Component Commander, where he worked with Canadian and Allied Partner stakeholders to operationalize the Space Domain and determine CAF space operations requirements. Prior to that he served as Commander 14 Wing Greenwood, where he was responsible for operations and administrations at Canada’s largest east coast airbase.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.60, the stock trades at a trailing P/E ratio of 6.5x. Average forward P/E is 12x in the Telecom industry in Germany. Total loss to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €9.40, the stock trades at a trailing P/E ratio of 6.6x. Average forward P/E is 12x in the Telecom industry in Germany. Total loss to shareholders of 45% over the past year.New Risk • Aug 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 100% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CA$2.55 (vs CA$10.41 in 2Q 2023)Second quarter 2024 results: EPS: CA$2.55 (down from CA$10.41 in 2Q 2023). Revenue: CA$152.4m (down 15% from 2Q 2023). Net income: CA$35.5m (down 75% from 2Q 2023). Profit margin: 23% (down from 78% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.お知らせ • Aug 15Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For 2024, Telesat continues to expect full year: revenues to be between $545 million and $565 million.お知らせ • Aug 08Telesat Corporation to Report Q2, 2024 Results on Aug 14, 2024Telesat Corporation announced that they will report Q2, 2024 results on Aug 14, 2024お知らせ • May 11Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For 2024, Telesat continues to expect full year: revenues to be between $545 million and $565 million.Reported Earnings • May 10First quarter 2024 earnings released: CA$1.08 loss per share (vs CA$0.62 profit in 1Q 2023)First quarter 2024 results: CA$1.08 loss per share (down from CA$0.62 profit in 1Q 2023). Revenue: CA$152.2m (down 17% from 1Q 2023). Net loss: CA$14.8m (down 283% from profit in 1Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany.New Risk • Apr 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 124% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Earnings are forecast to decline by an average of 124% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.お知らせ • Mar 29Telesat Corporation, Annual General Meeting, Jun 18, 2024Telesat Corporation, Annual General Meeting, Jun 18, 2024.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: CA$11.55 (vs CA$1.90 loss in FY 2022)Full year 2023 results: EPS: CA$11.55 (up from CA$1.90 loss in FY 2022). Revenue: CA$704.2m (down 7.2% from FY 2022). Net income: CA$157.1m (up CA$180.5m from FY 2022). Profit margin: 22% (up from net loss in FY 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.お知らせ • Mar 28Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For the year, the company expects revenues to be between $545 million and $565 million.お知らせ • Mar 22Telesat Corporation to Report Q4, 2023 Results on Mar 28, 2024Telesat Corporation announced that they will report Q4, 2023 results on Mar 28, 2024New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 137% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Earnings are forecast to decline by an average of 137% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.お知らせ • Nov 08Telesat Corporation Provides Earnings Guidance for the Full Year 2023Telesat Corporation provided earnings guidance for the full year 2023. For the year, the company continues to expect revenues (assuming a foreign exchange rate of USD 1 = CAD 1.35) to be between $690 million and $710 million.Reported Earnings • Nov 07Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CA$175.1m (down 2.8% from 3Q 2022). Net loss: CA$1.02m (loss narrowed 98% from 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.お知らせ • Oct 31Telesat Corporation to Report Q3, 2023 Results on Nov 06, 2023Telesat Corporation announced that they will report Q3, 2023 results on Nov 06, 2023お知らせ • Sep 18Telesat Corporation(NasdaqGS:TSAT) dropped from S&P Global BMI IndexTelesat Corporation(NasdaqGS:TSAT) dropped from S&P Global BMI IndexValuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €16.40, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 21x in the Telecom industry in Germany.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: CA$10.41 (vs CA$0.16 loss in 2Q 2022)Second quarter 2023 results: EPS: CA$10.41 (up from CA$0.16 loss in 2Q 2022). Revenue: CA$179.8m (down 3.7% from 2Q 2022). Net income: CA$140.0m (up CA$141.9m from 2Q 2022). Profit margin: 78% (up from net loss in 2Q 2022).お知らせ • Aug 12Telesat Corporation Provides Preliminary Earnings Guidance for the Full Year 2023Telesat Corporation provided Preliminary earnings guidance for the full year 2023. For the year, the company continues to expects revenues to be between $690 million and $710 million.Board Change • Aug 11High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Hank Intven is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元ZE2DE TelecomDE 市場7D3.2%0.7%-0.9%1Y202.7%-13.6%-1.6%株主還元を見る業界別リターン: ZE2過去 1 年間で-13.6 % の収益を上げたGerman Telecom業界を上回りました。リターン対市場: ZE2過去 1 年間で-1.6 % の収益を上げたGerman市場を上回りました。価格変動Is ZE2's price volatile compared to industry and market?ZE2 volatilityZE2 Average Weekly Movement16.3%Telecom Industry Average Movement4.2%Market Average Movement6.0%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: ZE2の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ZE2の weekly volatility ( 16% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1969711Dan Goldbergwww.telesat.com衛星通信事業者であるテレサット・コーポレーションは、カナダ、米国、アジア、オーストラリア、中南米、カリブ海諸国、ヨーロッパ、中東、アフリカの衛星ユーザーの要求をサポートするミッションクリティカルな通信ソリューションを提供している。静止軌道（GEO）および低軌道（LEO）セグメントを通じて事業を展開している。家庭向けテレビ、ビデオ配信・投稿、臨時利用サービスからなる放送サービス、電気通信事業者・統合事業者、政府機関、消費者向けブロードバンド、資源、海事・航空、小売・衛星事業者サービスからなる企業向けサービス、宇宙・地球セグメント、政府調査、衛星管制サービス、研究開発に関するコンサルティングサービスを提供している。また、付加価値サービスとして、衛星容量、ビデオチャンネルのデジタルエンコーディング、アップリンキング・ダウンリンキングサービス、電気通信事業者やインテグレーターへのデータ・音声伝送のための衛星容量とエンド・ツー・エンドサービス、企業接続のための宇宙セグメントサービスと地上設備、電気通信事業者やネットワークサービスインテグレーターへのルーラルテレフォニーを含むインターネットと携帯電話のバックホールとサービスを提供している。さらに、消費者向けブロードバンド・サービス、オフショア、石油・ガス、鉱業向け通信サービスも提供している。さらに、企業や小売業をサポートする衛星・地上波ネットワークも運営している。直販部隊を通じてサービスを提供している。テレサット・コーポレーションは1969年に設立され、カナダのオタワに本社を置いている。もっと見るTelesat Corporation 基礎のまとめTelesat の収益と売上を時価総額と比較するとどうか。ZE2 基礎統計学時価総額€3.09b収益（TTM）-€115.94m売上高(TTM)€242.92m2.8xP/Sレシオ-5.9xPER（株価収益率ZE2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ZE2 損益計算書（TTM）収益CA$388.27m売上原価CA$210.39m売上総利益CA$177.88mその他の費用CA$363.19m収益-CA$185.31m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-12.18グロス・マージン45.81%純利益率-47.73%有利子負債／自己資本比率219.0%ZE2 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/15 08:25終値2026/05/15 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Telesat Corporation 3 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David McFadgenATB CormarkDavid McFadgenATB Cormark Historical (Cormark Securities)Xin YuDeutsche Bank2 その他のアナリストを表示
お知らせ • Apr 21Telesat Corporation to Report Q1, 2026 Results on May 05, 2026Telesat Corporation announced that they will report Q1, 2026 results on May 05, 2026
お知らせ • Mar 17+ 2 more updatesTelesat Corporation Provides Earnings Guidance for the Full Year 2026Telesat Corporation provided earnings guidance for the full year 2026. For the year, the company expects GEO revenue to be between $300 million and $320 million.
お知らせ • Mar 11Telesat Corporation to Report Q4, 2025 Results on Mar 17, 2026Telesat Corporation announced that they will report Q4, 2025 results on Mar 17, 2026
お知らせ • Jan 22Telesat Announces Update on Creditor LitigationTelesat confirmed that certain creditors holding portions of the company's legacy GEO (Geostationary Earth Orbit) debt have filed lawsuits in both New York and Ontario regarding the equity distribution in September 2025 of the Telesat Lightspeed business. The lawsuits, filed at the direction of a group of distressed debt hedge funds, are without merit. The equity distribution at issue followed a robust governance process and was accomplished in strict accordance with relevant debt agreements and applicable law. Telesat intends to defend itself vigorously. Telesat and its stakeholders are firmly committed to supporting the company's customers, advancing the Telesat Lightspeed program, and creating long-term value.
お知らせ • Oct 27Telesat Corporation to Report Q3, 2025 Results on Nov 04, 2025Telesat Corporation announced that they will report Q3, 2025 results on Nov 04, 2025
お知らせ • Aug 27Telesat Appoints Donald Tremblay as Chief Financial Officer, Effective October 20, 2025Telesat on August 27, 2025 announced the appointment of Donald Tremblay as its new Chief Financial Officer (CFO), effective October 20, 2025. A highly experienced CFO, Mr. Tremblay brings over 35 years of financial expertise and leadership, including at publicly listed companies in high-growth, capital intensive industries. He has deep experience in equity and debt capital market transactions, mergers and acquisitions, compliance, and risk management. Mr. Tremblay will be succeeding Andrew Browne, who announced in March of this year that he would be retiring after serving as Telesat’s CFO since 2019. Most recently, Mr. Tremblay served as CFO of Champion Iron, where he was responsible for managing the company’s finances and treasury, playing an important role in positioning the company to successfully execute its operating and growth strategies. During his tenure as CFO of Transalta, he restructured the company’s balance sheet to strengthen its financial position and enhanced its capital management discipline. As CFO of Brookfield Renewable, Mr. Tremblay played an instrumental role in growing the organization’s market capitalization from $300 million to over $2.5 billion.
お知らせ • Apr 21Telesat Corporation to Report Q1, 2026 Results on May 05, 2026Telesat Corporation announced that they will report Q1, 2026 results on May 05, 2026
お知らせ • Mar 17+ 2 more updatesTelesat Corporation Provides Earnings Guidance for the Full Year 2026Telesat Corporation provided earnings guidance for the full year 2026. For the year, the company expects GEO revenue to be between $300 million and $320 million.
お知らせ • Mar 11Telesat Corporation to Report Q4, 2025 Results on Mar 17, 2026Telesat Corporation announced that they will report Q4, 2025 results on Mar 17, 2026
お知らせ • Jan 22Telesat Announces Update on Creditor LitigationTelesat confirmed that certain creditors holding portions of the company's legacy GEO (Geostationary Earth Orbit) debt have filed lawsuits in both New York and Ontario regarding the equity distribution in September 2025 of the Telesat Lightspeed business. The lawsuits, filed at the direction of a group of distressed debt hedge funds, are without merit. The equity distribution at issue followed a robust governance process and was accomplished in strict accordance with relevant debt agreements and applicable law. Telesat intends to defend itself vigorously. Telesat and its stakeholders are firmly committed to supporting the company's customers, advancing the Telesat Lightspeed program, and creating long-term value.
お知らせ • Oct 27Telesat Corporation to Report Q3, 2025 Results on Nov 04, 2025Telesat Corporation announced that they will report Q3, 2025 results on Nov 04, 2025
お知らせ • Aug 27Telesat Appoints Donald Tremblay as Chief Financial Officer, Effective October 20, 2025Telesat on August 27, 2025 announced the appointment of Donald Tremblay as its new Chief Financial Officer (CFO), effective October 20, 2025. A highly experienced CFO, Mr. Tremblay brings over 35 years of financial expertise and leadership, including at publicly listed companies in high-growth, capital intensive industries. He has deep experience in equity and debt capital market transactions, mergers and acquisitions, compliance, and risk management. Mr. Tremblay will be succeeding Andrew Browne, who announced in March of this year that he would be retiring after serving as Telesat’s CFO since 2019. Most recently, Mr. Tremblay served as CFO of Champion Iron, where he was responsible for managing the company’s finances and treasury, playing an important role in positioning the company to successfully execute its operating and growth strategies. During his tenure as CFO of Transalta, he restructured the company’s balance sheet to strengthen its financial position and enhanced its capital management discipline. As CFO of Brookfield Renewable, Mr. Tremblay played an instrumental role in growing the organization’s market capitalization from $300 million to over $2.5 billion.
お知らせ • Aug 06Telesat Corporation Announces Earnings Guidance for the Full Year 2025Telesat Corporation announced earnings guidance for the full year 2025. For the full year, the company expects revenues to be between $405 million and $425 million.
お知らせ • Jul 30Telesat Corporation to Report Q2, 2025 Results on Aug 06, 2025Telesat Corporation announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • Apr 30Telesat Corporation to Report Q1, 2025 Results on May 06, 2025Telesat Corporation announced that they will report Q1, 2025 results on May 06, 2025
お知らせ • Apr 01Telesat Corporation, Annual General Meeting, Jun 17, 2025Telesat Corporation, Annual General Meeting, Jun 17, 2025.
お知らせ • Mar 27+ 1 more updateTelesat Announces Retirement of Andrew Browne as CFOTelesat CFO Andrew Browne has announced plans to retire later this year. Telesat is initiating a search process to identify its next Chief Financial Officer. Mr. Browne will continue as Chief Financial Officer until a successor is appointed and will assist with the process to allow for a seamless transition.
お知らせ • Mar 22Telesat Corporation to Report Q4, 2024 Results on Mar 27, 2025Telesat Corporation announced that they will report Q4, 2024 results on Mar 27, 2025
お知らせ • Jan 14Telesat Corporation Announces Executive ChangesTelesat announced that Michel Forest will be its new Chief Technology Officer following the retirement of David Wendling at the end of February 2025. In this role, Mr. Forest will report to Dan Goldberg, Telesat’s President and CEO, and oversee Telesat’s satellite operations, satellite and systems engineering, launch activities and program management. Serving most recently as Telesat’s Vice President of LEO System Engineering, Mr. Forest has been leading the end-to-end architecture and system performance of the advanced Telesat Lightspeed constellation. Prior to his decade-long career at Telesat, he held leadership positions in satellite systems and antenna engineering at MDA Space. Also announced today, Asit Tandon is joining Telesat in the role of Chief Network and Information Officer, reporting to Goldberg. In this role, Mr. Tandon will be responsible for the terrestrial elements of the Telesat Lightspeed network, including Network Operations systems, the Network Operations Center, facilities, program management and customer fulfillment, and network and corporate IT systems. Mr. Tandon brings deep expertise from a distinguished career in planning, deploying and operating telecom networks. He was most recently the Vice President of Network Technology at Rogers Communications, where he was responsible for the technology development, design, engineering and operations of wireline access and core networks. Previously, Mr. Tandon held leadership roles in Network Operations at Hutchison-3 Indonesia, Bharti Airtel and Siemens Ltd. He earned his Bachelor of Engineering degree from Delhi college of Engineering.
お知らせ • Jan 06Telesat Appoints Charles “Chuck” Cynamon as Its New President of Telesat Government SolutionsTelesat announced the appointment of Charles “Chuck” Cynamon as its new President of Telesat Government Solutions, a wholly-owned subsidiary of Telesat that provides resilient and secure satellite solutions to the U.S. Government civil, military and intelligence sectors. Mr. Cynamon brings deep knowledge, expertise and leadership acumen from over 24 years of service in the U.S. Air Force and a subsequent decade working with leading space and satellite enterprises. Most recently he was Senior Vice President at LinQuest Corporation, where he led the company’s largest division and the development of Allied Space partnerships that serve the National Security Space community and U.S. Government agencies.Previously he served as Vice President, Business Development and Strategy for MacDonald Dettwiler & Associates Information Systems, leading the company’s growth in the emerging space market; and earlier as Senior Director for Hughes Network Systems’ Defense & Intelligence Systems Division.
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €12.10, the stock trades at a trailing P/E ratio of 7.9x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 16% over the past year.
お知らせ • Nov 15Telesat Corporation Updates Earnings Guidance for the Year 2024Telesat Corporation updated earnings guidance for the year 2024. For 2024, the company expected revenues to be toward the upper end of the guidance range of between CAD 545 million and CAD 565 million.
お知らせ • Nov 07Telesat Corporation to Report Q3, 2024 Results on Nov 14, 2024Telesat Corporation announced that they will report Q3, 2024 results on Nov 14, 2024
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €12.90, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 12x in the Telecom industry in Germany. Total returns to shareholders of 7.5% over the past year.
お知らせ • Sep 18Telesat Names Michael Adamson as New Senior Director of Defence Strategy and Business DevelopmentTelesat announced the appointment of recently retired Brigadier-General G. Michael Adamson as the company’s new Senior Director of Defence Strategy and Business Development. In this role, BGen (Ret’d) Adamson will work to expand and execute the government go-to-market and business development strategy for the Telesat Lightspeed low earth orbit (LEO) network, with an emphasis on Canada, the U.S. and other allied nations. Coming from a decorated career in the Canadian Department of National Defence (DND), Adamson will help lead several aspects of Telesat’s Government market strategy. This includes cultivating relationships with both government and industry partners and evolving the strategy and service offerings for Telesat Lightspeed to address key government SATCOM demands of the Canadian government and key allied nations. Most recently, BGen (Ret’d) Adamson was the inaugural Commander of the Canadian Armed Forces (CAF) 3 Canadian Space Division and the Joint Force Space Component Commander, where he worked with Canadian and Allied Partner stakeholders to operationalize the Space Domain and determine CAF space operations requirements. Prior to that he served as Commander 14 Wing Greenwood, where he was responsible for operations and administrations at Canada’s largest east coast airbase.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €10.60, the stock trades at a trailing P/E ratio of 6.5x. Average forward P/E is 12x in the Telecom industry in Germany. Total loss to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €9.40, the stock trades at a trailing P/E ratio of 6.6x. Average forward P/E is 12x in the Telecom industry in Germany. Total loss to shareholders of 45% over the past year.
New Risk • Aug 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 100% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: CA$2.55 (vs CA$10.41 in 2Q 2023)Second quarter 2024 results: EPS: CA$2.55 (down from CA$10.41 in 2Q 2023). Revenue: CA$152.4m (down 15% from 2Q 2023). Net income: CA$35.5m (down 75% from 2Q 2023). Profit margin: 23% (down from 78% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.
お知らせ • Aug 15Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For 2024, Telesat continues to expect full year: revenues to be between $545 million and $565 million.
お知らせ • Aug 08Telesat Corporation to Report Q2, 2024 Results on Aug 14, 2024Telesat Corporation announced that they will report Q2, 2024 results on Aug 14, 2024
お知らせ • May 11Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For 2024, Telesat continues to expect full year: revenues to be between $545 million and $565 million.
Reported Earnings • May 10First quarter 2024 earnings released: CA$1.08 loss per share (vs CA$0.62 profit in 1Q 2023)First quarter 2024 results: CA$1.08 loss per share (down from CA$0.62 profit in 1Q 2023). Revenue: CA$152.2m (down 17% from 1Q 2023). Net loss: CA$14.8m (down 283% from profit in 1Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany.
New Risk • Apr 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 124% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Earnings are forecast to decline by an average of 124% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
お知らせ • Mar 29Telesat Corporation, Annual General Meeting, Jun 18, 2024Telesat Corporation, Annual General Meeting, Jun 18, 2024.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: CA$11.55 (vs CA$1.90 loss in FY 2022)Full year 2023 results: EPS: CA$11.55 (up from CA$1.90 loss in FY 2022). Revenue: CA$704.2m (down 7.2% from FY 2022). Net income: CA$157.1m (up CA$180.5m from FY 2022). Profit margin: 22% (up from net loss in FY 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany.
お知らせ • Mar 28Telesat Corporation Provides Earnings Guidance for the Year 2024Telesat Corporation provided earnings guidance for the year 2024. For the year, the company expects revenues to be between $545 million and $565 million.
お知らせ • Mar 22Telesat Corporation to Report Q4, 2023 Results on Mar 28, 2024Telesat Corporation announced that they will report Q4, 2023 results on Mar 28, 2024
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 137% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Earnings are forecast to decline by an average of 137% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.
お知らせ • Nov 08Telesat Corporation Provides Earnings Guidance for the Full Year 2023Telesat Corporation provided earnings guidance for the full year 2023. For the year, the company continues to expect revenues (assuming a foreign exchange rate of USD 1 = CAD 1.35) to be between $690 million and $710 million.
Reported Earnings • Nov 07Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CA$175.1m (down 2.8% from 3Q 2022). Net loss: CA$1.02m (loss narrowed 98% from 3Q 2022). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.
お知らせ • Oct 31Telesat Corporation to Report Q3, 2023 Results on Nov 06, 2023Telesat Corporation announced that they will report Q3, 2023 results on Nov 06, 2023
お知らせ • Sep 18Telesat Corporation(NasdaqGS:TSAT) dropped from S&P Global BMI IndexTelesat Corporation(NasdaqGS:TSAT) dropped from S&P Global BMI Index
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €16.40, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 21x in the Telecom industry in Germany.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: CA$10.41 (vs CA$0.16 loss in 2Q 2022)Second quarter 2023 results: EPS: CA$10.41 (up from CA$0.16 loss in 2Q 2022). Revenue: CA$179.8m (down 3.7% from 2Q 2022). Net income: CA$140.0m (up CA$141.9m from 2Q 2022). Profit margin: 78% (up from net loss in 2Q 2022).
お知らせ • Aug 12Telesat Corporation Provides Preliminary Earnings Guidance for the Full Year 2023Telesat Corporation provided Preliminary earnings guidance for the full year 2023. For the year, the company continues to expects revenues to be between $690 million and $710 million.
Board Change • Aug 11High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Hank Intven is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
