Transat A.T（1TJ）株式概要トランサットA.T.社は、その子会社とともに、アメリカ大陸、ヨーロッパ、大西洋横断のレジャー旅行事業に従事している。 詳細1TJ ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績2/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より89.8%で取引されている 今年は黒字化を達成 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均42.9%減少すると予測されている。 マイナスの株主資本 意味のある時価総額がありません ( €60M )多額の負債を抱えている +1 さらなるリスクすべてのリスクチェックを見る1TJ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,774 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,774 investors already sharing narrativesYour Fair Value€Current Price€1.4042.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-472m4b2016201920222025202620282031Revenue CA$4.1bEarnings CA$331.1mAdvancedSet Fair ValueView all narrativesTransat A.T. Inc. 競合他社BREMER LAGERHAUS-GESELLSCHAFT -Aktiengesellschaft von 1877-Symbol: DB:BLHMarket cap: €40.3mMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €36.4mDeufolSymbol: HMSE:DE10Market cap: €35.7mDeutsche LufthansaSymbol: XTRA:LHAMarket cap: €11.4b価格と性能株価の高値、安値、推移の概要Transat A.T過去の株価現在の株価CA$1.4052週高値CA$1.9752週安値CA$1.26ベータ1.081ヶ月の変化-3.45%3ヶ月変化-14.11%1年変化-20.45%3年間の変化-57.58%5年間の変化-64.82%IPOからの変化-89.03%最新ニュースReported Earnings • Jun 12Second quarter 2026 earnings released: CA$1.94 loss per share (vs CA$0.58 loss in 2Q 2025)Second quarter 2026 results: CA$1.94 loss per share (further deteriorated from CA$0.58 loss in 2Q 2025). Revenue: CA$1.03b (flat on 2Q 2025). Net loss: CA$79.0m (loss widened 245% from 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.お知らせ • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026お知らせ • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026お知らせ • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.お知らせ • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.最新情報をもっと見るRecent updatesReported Earnings • Jun 12Second quarter 2026 earnings released: CA$1.94 loss per share (vs CA$0.58 loss in 2Q 2025)Second quarter 2026 results: CA$1.94 loss per share (further deteriorated from CA$0.58 loss in 2Q 2025). Revenue: CA$1.03b (flat on 2Q 2025). Net loss: CA$79.0m (loss widened 245% from 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.お知らせ • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026お知らせ • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026お知らせ • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.お知らせ • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.お知らせ • Dec 02Pierre Karl Péladeau Provides Information to Shareholders of TransatOn December 1, 2025, Pierre Karl Péladeau announced that he has is demanding a board shakeup, a seat at the table and a strategic overhaul at Transat A.T. Inc. In addition, Pierre Karl stated that the company needs urgent change, and he said the board should be reduced to 6 directors with him among three new members from 11 currently, and asking for Company, which owns Air Transat, to restructure a balance sheet he deems broken and launch a strategic review that puts senior management in its sights.お知らせ • Nov 22Air Transat Adds Ghana to Its Destinations from Toronto in 2026Air Transat announced that its new interline and codeshare agreements with Turkish Airlines are now in effect. This partnership enables travellers to book itineraries combining flights from both airlines, enhancing connectivity between Canada and Turkiye, and key destinations across Europe, Asia, and the Middle East. It allows them to travel on a single ticket for their entire journey and check in their bags only once, through to their final destination. The interline agreement offers access to cities such as Beijing, Delhi, Colombo, and Beirut via Turkish Airlines' global network. Under the codeshare agreement, both carriers will place their airline codes on each other's services, starting with their respective Toronto - Istanbul flights. Additional connecting flights will be added in the coming months. As part of this new cooperation, Air Transat will add a new weekly flight on its year-round Toronto-I Istanbul route, every Thursday starting May 28, 2026, bringing the total to three flights per week.お知らせ • Sep 11Transat A.T. Inc. to Report Q4, 2025 Results on Dec 17, 2025Transat A.T. Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 17, 2025お知らせ • Jun 12Transat A.T. Inc. to Report Q3, 2025 Results on Sep 11, 2025Transat A.T. Inc. announced that they will report Q3, 2025 results on Sep 11, 2025お知らせ • May 02Transat A.T. Inc. Appoints Stéphane Lefebvre as DirectorTransat A.T. Inc. at its AGM held on May 1, 2025 appointed Stéphane Lefebvre as director.お知らせ • Mar 13Transat A.T. Inc. to Report Q2, 2025 Results on Jun 12, 2025Transat A.T. Inc. announced that they will report Q2, 2025 results on Jun 12, 2025お知らせ • Feb 25Transat A.T. Inc., Annual General Meeting, Apr 29, 2025Transat A.T. Inc., Annual General Meeting, Apr 29, 2025.お知らせ • Dec 12Transat A.T. Inc. to Report Q1, 2025 Results on Mar 13, 2025Transat A.T. Inc. announced that they will report Q1, 2025 results on Mar 13, 2025お知らせ • Dec 05Transat A.T. Inc. to Report Q4, 2024 Results on Dec 12, 2024Transat A.T. Inc. announced that they will report Q4, 2024 results on Dec 12, 2024New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$36m net loss in 2 years). Shareholders have been diluted in the past year (6.4% increase in shares outstanding). Market cap is less than US$100m (€48.6m market cap, or US$54.2m).Reported Earnings • Sep 13Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: CA$736.2m (down 1.4% from 3Q 2023). Net loss: CA$39.9m (down 170% from profit in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Sep 10Transat A.T. Inc. to Report Q3, 2024 Results on Sep 12, 2024Transat A.T. Inc. announced that they will report Q3, 2024 results on Sep 12, 2024New Risk • Jul 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.4% 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 Negative equity (-CA$893m). Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$116m net loss next year). Market cap is less than US$100m (€66.5m market cap, or US$72.5m).Reported Earnings • Jun 07Second quarter 2024 earnings released: CA$1.40 loss per share (vs CA$0.76 loss in 2Q 2023)Second quarter 2024 results: CA$1.40 loss per share (further deteriorated from CA$0.76 loss in 2Q 2023). Revenue: CA$973.2m (up 12% from 2Q 2023). Net loss: CA$54.4m (loss widened 86% from 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • May 25Transat A.T. Inc. to Report Q2, 2024 Results on Jun 06, 2024Transat A.T. Inc. announced that they will report Q2, 2024 results on Jun 06, 2024お知らせ • May 15+ 1 more updateAir Transat Unveils Its Winter 2024-2025 Flight Offer from the MaritimesAir Transat announced its offer from the Maritimes for the 2024-2025 winter season. At the height of the season, non-stop flights will be offered from Halifax and Moncton to ten destinations in the Caribbean, Mexico and Florida. At the peak of the season, Air Transat's overall schedule will include nearly 300 non-stop flights per week from 7 Canadian cities. In addition to Halifax and Moncton, it will also offer flights from Montreal, Quebec City, Toronto, Ottawa and London. Air Transat continues to offer direct flights to selected sun destinations from Halifax and Moncton. From Halifax, the airline is adding an additional frequency to Puerto Plata, strengthening its offer in the Caribbean. Other destinations, such as Cancún, Cayo Coco, Holguín, Montego Bay, Punta Cana, Santa Clara, and Varadero, remain accessible. From Moncton, Air Transat flies to popular destinations including Cancun, Punta Cana, and Varadero, offering a variety of choices for a relaxing vacation in the sun. Air Transat is optimizing its routes to Florida, with an additional frequency from Halifax to Fort Lauderdale. Flights to Orlando from Halifax and Moncton remain, offering attractive options for family vacations or theme park getaways.New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% 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 Negative equity (-CA$840m). Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$72m net loss next year). Market cap is less than US$100m (€86.6m market cap, or US$93.5m).New Risk • May 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$31m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$31m net loss next year). Market cap is less than US$100m (€91.2m market cap, or US$98.2m).New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €92.4m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risk Market cap is less than US$100m (€92.4m market cap, or US$99.1m).お知らせ • Mar 20Transat A.T. Inc. Appoints Sebastian Ponce as Chief Revenue OfficerTransat A.T. Inc. announced the appointment of Sebastian Ponce as chief revenue officer. He is now responsible for the air network strategy, revenue management, and the development of airline alliances. At Transat since 2018, Sebastian most recently held the position of Vice President, Program and Alliances. With his team, he was instrumental in redefining Transat's network and alliance strategy and in setting up the Alliances department, responsible for developing and maintaining airline partnerships. He has also spearheaded numerous inter-carrier partnership agreements, including the recent commercial joint venture with Porter Airlines. Under his leadership, Transat announced two codeshare agreements with Canadian airlines and a dozen interline agreements with carriers in Europe and South America. Sebastian has over 15 years of experience within the airline industry, 10 of which he spent at Air France. Throughout his career, he has led various teams in the Revenue Management, Controlling, Airport Strategy, Network Planning and Alliances departments. Sebastian holds an Executive MBA from McGill and HEC Montréal and a master's degree in industrial engineering from Universidad Tecnica Federico Santa Maria in Chili.New Risk • Mar 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$33m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$33m net loss next year). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).Breakeven Date Change • Mar 17Forecast breakeven date pushed back to 2025The 5 analysts covering Transat A.T previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CA$1.98m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.Reported Earnings • Mar 15First quarter 2024 earnings released: CA$1.58 loss per share (vs CA$1.49 loss in 1Q 2023)First quarter 2024 results: CA$1.58 loss per share (further deteriorated from CA$1.49 loss in 1Q 2023). Revenue: CA$785.5m (up 18% from 1Q 2023). Net loss: CA$61.0m (loss widened 7.7% from 1Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jan 06Transat A.T. Inc., Annual General Meeting, Mar 14, 2024Transat A.T. Inc., Annual General Meeting, Mar 14, 2024.お知らせ • Dec 15Transat A.T. Inc. to Report Q1, 2024 Results on Mar 14, 2024Transat A.T. Inc. announced that they will report Q1, 2024 results on Mar 14, 2024Breakeven Date Change • Dec 15Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CA$2.90m in 2024. Earnings growth of 139% is required to achieve expected profit on schedule.Reported Earnings • Dec 15Full year 2023 earnings released: CA$0.66 loss per share (vs CA$11.77 loss in FY 2022)Full year 2023 results: CA$0.66 loss per share (improved from CA$11.77 loss in FY 2022). Revenue: CA$3.05b (up 86% from FY 2022). Net loss: CA$25.3m (loss narrowed 94% from FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Dec 12Transat A.T. Inc. Appoints Jean-François Pruneau as Chief Financial Officer, Effective January 9, 2024Transat A.T. Inc. announced the appointment of Jean-François Pruneau as Chief Financial Officer. Jean-François will take office on January 9, 2024. Jean-François has over 25 years of experience in executive roles at major Quebec and Canadian companies. He most recently served as Executive Vice President and Chief Financial Officer for Starpax Biopharma. Throughout his career, he held various roles in finance at Canadian National Railway, BCE Media and Quebecor, where he spent close to 17 years and progressed to Senior Vice President and Chief Financial officer, before joining Videotron as President and Chief Executive Officer. He also spent close to a decade as a lecturer at HEC Montréal. Jean-François holds a Master of Science (M.Sc.) in Finance from HEC Montréal and obtained the Chartered Financial Analyst (CFA) designation in 2000. Since 2012, he serves as Chairman of the Board and member of the Executive Committee of the Fondation sablon charity. His honours and distinctions include the award "Financial Executive of a Large Corporation" granted in 2015 by the Québec section of Financial Executives International Canada.お知らせ • Oct 21Transat A.T. Inc. Announces Departure of Patrick Bui as Its Chief Financial Officer, Effective from December 15, 2023Transat A.T. Inc. announced that Patrick Bui, Chief Financial Officer, intends to step down from his position on December 15, 2023, to pursue another career opportunity. He will remain in his role to ensure a smooth transition, including through the announcement of the Company's results for the fiscal year ending October 31, 2023. The Corporation has commenced a formal search process for a new Chief Financial Officer.New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.7m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (€94.7m market cap, or US$99.4m).New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.9% increase in shares outstanding).お知らせ • Sep 15Transat A.T. Inc. to Report Q4, 2023 Results on Dec 14, 2023Transat A.T. Inc. announced that they will report Q4, 2023 results on Dec 14, 2023Reported Earnings • Sep 15Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.New Risk • Jun 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$834m). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).お知らせ • Jun 09Transat A.T. Inc. to Report Q3, 2023 Results on Sep 07, 2023Transat A.T. Inc. announced that they will report Q3, 2023 results on Sep 07, 2023Breakeven Date Change • Jun 09Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 82% to 2023. The company is expected to make a profit of CA$3.78m in 2024. Average annual earnings growth of 114% is required to achieve expected profit on schedule.Reported Earnings • Jun 08Second quarter 2023 earnings released: CA$0.76 loss per share (vs CA$2.60 loss in 2Q 2022)Second quarter 2023 results: CA$0.76 loss per share (improved from CA$2.60 loss in 2Q 2022). Revenue: CA$870.1m (up 143% from 2Q 2022). Net loss: CA$29.2m (loss narrowed 70% from 2Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Mar 11First quarter 2023 earnings released: CA$1.49 loss per share (vs CA$3.03 loss in 1Q 2022)First quarter 2023 results: CA$1.49 loss per share (improved from CA$3.03 loss in 1Q 2022). Revenue: CA$667.5m (up 230% from 1Q 2022). Net loss: CA$56.6m (loss narrowed 51% from 1Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 16Transat A.T. Inc. Appoints Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat, Effective from March 13, 2023Transat A.T. inc. announced the appointment of Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat. She will be responsible for developing and deploying initiatives in corporate culture, labour relations and talent attraction, retention, and mobilization. She will also oversee corporate responsibility programs as well as internal and external communications. She will begin her new role on March 13. Julie Lamontagne has over 20 years of experience as a human resource professional, including 12 years in executive roles on management committees. Since 2019, she has held the position of Vice President, Talent and Culture at Enerkem and previously served as Vice President at Lumenpulse and EXFO. Julie Lamontagne holds a Bachelor's degree in Industrial Relations from the University of Montreal and is a member of the Ordre des conseillers en ressources humaines agréés du Québec.Breakeven Date Change • Jan 31Forecast to breakeven in 2025The 5 analysts covering Transat A.T expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of CA$20.0m in 2025. Average annual earnings growth of 101% is required to achieve expected profit on schedule.お知らせ • Dec 31Transat A.T. Inc., Annual General Meeting, Mar 09, 2023Transat A.T. Inc., Annual General Meeting, Mar 09, 2023.Reported Earnings • Dec 18Full year 2022 earnings released: CA$11.77 loss per share (vs CA$10.32 loss in FY 2021)Full year 2022 results: CA$11.77 loss per share (further deteriorated from CA$10.32 loss in FY 2021). Revenue: CA$1.64b (up CA$1.52b from FY 2021). Net loss: CA$445.3m (loss widened 14% from FY 2021). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 43% per year.お知らせ • Dec 16Transat A.T. Inc. to Report Q1, 2023 Results on Mar 09, 2023Transat A.T. Inc. announced that they will report Q1, 2023 results on Mar 09, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 09Third quarter 2022 earnings released: CA$2.82 loss per share (vs CA$3.66 loss in 3Q 2021)Third quarter 2022 results: CA$2.82 loss per share (improved from CA$3.66 loss in 3Q 2021). Revenue: CA$508.3m (up CA$495.8m from 3Q 2021). Net loss: CA$106.5m (loss narrowed 23% from 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 10Second quarter 2022 earnings released: CA$2.60 loss per share (vs CA$1.84 loss in 2Q 2021)Second quarter 2022 results: CA$2.60 loss per share (down from CA$1.84 loss in 2Q 2021). Revenue: CA$358.2m (up CA$350.6m from 2Q 2021). Net loss: CA$98.3m (loss widened 41% from 2Q 2021). Over the next year, revenue is forecast to grow 248%, compared to a 132% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 11First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: CA$3.03 loss per share (down from CA$1.60 loss in 1Q 2021). Revenue: CA$202.4m (up 383% from 1Q 2021). Net loss: CA$114.3m (loss widened 89% from 1Q 2021). Revenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 585%, compared to a 155% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 09Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: CA$124.8m (down 90% from FY 2020). Net loss: CA$389.6m (loss narrowed 22% from FY 2020). Revenue missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1,126%, compared to a 23% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. President, CEO & Director Annick Guerard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12+ 1 more updateTransat A.T. Inc. Announces Not to Provide Outlook for the Second Quarter or Summer 2021Transat A.T. Inc. announced that in the current situation, it is impossible for the moment to predict the impact of the COVID-19 pandemic on future bookings, the partial resumption of flight operations and financial results. Consequently, the company is not providing an outlook for the second quarter or summer 2021.お知らせ • Feb 18Transat A.T. Inc. Provides Status Update on Arrangement with Air CanadaTransat A.T. Inc. communicated a status update regarding its contemplated arrangement with Air Canada under the revised arrangement agreement between Transat and Air Canada dated October 9, 2020. As announced on February 11, 2021, although the Canadian government has approved the Arrangement, the Arrangement must still receive the approval of the European Commission (the "Commission"). The Commission has requested additional information from the parties and its decision is now expected to be rendered only in the first half of 2021. As indicated previously, the outside date for the consummation of the Arrangement under the Arrangement Agreement (the "Outside Date") was set at February 15, 2021 and has now passed. As a result of the occurrence of the Outside Date without the prior receipt of required approval from the Commission, each of Air Canada and Transat are currently entitled, at any time, to terminate the Arrangement Agreement upon notice to the other party. Until terminated or amended by the parties, the Arrangement Agreement remains in effect in accordance with all of its terms. Transat and Air Canada are continuing their discussions regarding potential amendments to the Arrangement Agreement that may be required. In the context of such discussions, Transat has been informed by Air Canada that Air Canada will not agree to an extension of the current Outside Date. In such case, even if the Arrangement Agreement is amended, Air Canada and Transat would retain the ability to terminate the agreement at any time. There can be no assurance that an agreement on any such amendments will be reached, or that Air Canada or Transat will not terminate the Arrangement Agreement if the relevant circumstances so warrant.お知らせ • Feb 17Canadian Businessman Seeks Talks with Transat After Deal with Air Canada Left in LimboCanadian businessman Pierre Karl Péladeau said on February 16, 2021 night he wants to start talks to acquire Transat A.T. Inc. (TSX:TRZ), after Air Canada’s planned CAD 188.7 million ($148.7 million) takeover of the Montreal-based tour operator was left in limbo. Air Canada will not extend deadline of February 15, 2021 for its acquisition of the company, after European regulators failed to give their approval, Transat said earlier on February 16, 2021. Air Canada and Transat are still discussing potential amendments, and the agreement remains until either party ends it. Noting that the operator of Air Transat could start negotiations with a new buyer, Péladeau said in a statement he would “like to start discussions” with management to allow the business to escape its “grave state of uncertainty”. “I have certain concerns,” Quebec Premier Francois Legault, who co-founded Transat in 1986, told reporters on Tuesday night, adding that the province was looking at different scenarios for Transat, with or without Air Canada, the country’s largest carrier. The Canadian government has already approved the deal, subject to conditions. But the European Commission, which has requested additional information from the companies, is expected to arrive at a decision only in the first half of 2021, Transat said. “We anticipate that other interested parties will step up and show their interest in Transat,” Desjardins analyst Benoit Poirier said in a note to clients. Onex Corp, which acquired Canada’s WestJet in 2019, “could be another suitable contender,” Poirier said. Air Canada said earlier in the day it had no update to provide, while Onex was not available. Transat shares closed down almost 8%, while Air Canada shares rose almost 5% in Toronto trading.お知らせ • Feb 13Transat Announces Approval of Its Arrangement with Air Canada by Canadian AuthoritiesTransat A.T. Inc. announced that the Canadian government has approved the arrangement with Air Canada (the "Arrangement") contemplated under the revised arrangement agreement between Transat and Air Canada dated October 9, 2020 (the "Arrangement Agreement"). This authorization is subject to the implementation of significant undertakings agreed to by Air Canada, the object of which is firstly to ensure effective competition, and secondly to ensure public interest benefits (including maintaining a Transat head office in Québec, the preservation of jobs and the Transat brand, and the launch of new routes). With the approval of Canadian authorities now in hand, the other significant regulatory approval remaining to allow the parties to consummate the Arrangement is the approval of the European Commission (the "Commission"). Given the time required for the Commission to review the last additional information requested, the review period has been extended and a decision of the Commission is now expected to be rendered in the first half of 2021. Transat will discuss with Air Canada the appropriateness of extending the outside date for the consummation of the Arrangement under the Arrangement Agreement, which is currently set at February 15, 2021. After this date, if it is not extended, the Arrangement Agreement will remain in effect, unless terminated by one of the parties.お知らせ • Jan 31Transat Temporarily Suspends All Its Scheduled Flights and Launches an Operation to Repatriate Its CustomersFollowing the Canadian government's request not to travel to Mexico and the Caribbean and the imposition of new quarantine and COVID-19 screening measures, Transat A.T. Inc. announced the complete suspension of all scheduled Air Transat flights until April 30 and the repatriation of its customers to Canada. This operation is expected to take place over the next two weeks.Is New 90 Day High Low • Jan 29New 90-day low: €2.82The company is down 6.0% from its price of €3.00 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.74 per share.お知らせ • Jan 13Gestion MTRHP Inc. made a proposal to acquire Transat A.T. Inc. (TSX : TRZ) for approximately CAD 190 million.Gestion MTRHP Inc. made a proposal to acquire Transat A.T. Inc. (TSX : TRZ) for approximately CAD 190 million on December 15, 2020. Gestion MTRHP made proposal for CAD 5.00 per share. Consistent with its fiduciary duties, the Board of Directors diligently investigated and considered such proposal and engaged in discussions with MTRHP in order to determine if such acquisition proposal constituted a "superior proposal" as contemplated in the arrangement agreement with Air Canada. However, MTRHP failed to provide the requested evidence of fully committed financing or sufficient cash on hand, as is required for these types of transactions, necessary to complete its proposed acquisition, and to support Transat's ongoing operations post-transaction. The indication of financial backing from a financial institution submitted by MTRHP did not establish fully committed financing documentation of the type normally provided for these types of transactions and introduced requirements that entailed significant risks concerning the availability of the funds at closing of the proposed acquisition, including requirements for guarantees and assets-backing to support the availability of credit as described in the conditional financing documents provided to Transat. The proposal lacks financing to support Transat's 2021 working capital requirements of approximately $500 million.Analyst Estimate Surprise Post Earnings • Dec 13Revenue misses expectationsRevenue missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 26%, compared to a 23% growth forecast for the Hospitality industry in Germany.お知らせ • Dec 12Transat A.T. Inc. to Report Q1, 2021 Results on Mar 11, 2021Transat A.T. Inc. announced that they will report Q1, 2021 results on Mar 11, 2021お知らせ • Dec 05Transat A.T. Inc. to Report Q4, 2020 Results on Dec 10, 2020Transat A.T. Inc. announced that they will report Q4, 2020 results at 11:00 AM, GMT Standard Time on Dec 10, 2020Is New 90 Day High Low • Nov 19New 90-day high: €3.56The company is up 10.0% from its price of €3.24 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €123 per share.お知らせ • Oct 06Transat A.T. Inc. to Report Q1, 2019 Results on Mar 14, 2019Transat A.T. Inc. announced that they will report Q1, 2019 results at 10:00 AM, US Eastern Standard Time on Mar 14, 2019お知らせ • Sep 11Transat A.T. Inc. to Report Q4, 2020 Results on Dec 10, 2020Transat A.T. Inc. announced that they will report Q4, 2020 results on Dec 10, 2020お知らせ • Jul 24Air Transat Is Making Its First Commercial Flights on July 23Transat is making its first commercial flights on July 23, 2020, the day it is resuming air operations after four months of inactivity. There will be three international flights (Montreal-Toulouse, Montreal-Paris and Toronto-London) and three domestic flights (Montreal-Toronto, Toronto-Montreal and Toronto-Vancouver). Transat's entire reduced summer schedule of 24 routes to some 20 destinations will be up and running by August 2. To put things in perspective, September 11, 2001, was the most significant and transformative event in the travel and tourism industry in the last two decades. But as astonishing as it may seem on July 23, by September 13, just two days later, Transat announced the gradual resumption of its flights.株主還元1TJDE AirlinesDE 市場7D0%0.3%-2.5%1Y-20.5%17.5%-0.6%株主還元を見る業界別リターン: 1TJ過去 1 年間で17.5 % の収益を上げたGerman Airlines業界を下回りました。リターン対市場: 1TJは、過去 1 年間で-0.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 1TJ's price volatile compared to industry and market?1TJ volatility1TJ Average Weekly Movement4.3%Airlines Industry Average Movement6.5%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: 1TJ 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1TJの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19875,000Annick Guerardwww.transat.comトランサットA T.社は、その子会社とともに、アメリカ大陸、ヨーロッパ、大西洋横断地域でレジャー旅行事業を展開している。同社はトランサットおよびエア・トランサットのブランドでバケーションパッケージ、ホテル滞在、航空旅行サービスを提供している。また、エア・トランサット・ブランドでの旅客航空輸送サービス、往路ツアー、ホスピタリティや代理店業務、旅客送迎、エクスカーション、ツアー、スポーツ、その他のアクティビティなどのデスティネーション・サービス、デスティネーション・ウェディングやチームビルディングなどの特殊サービスも提供している。また、旅行者へのアドバイスなどを行うリテール流通事業も行っている。2024年10月31日現在、16機のエアバスA330、19機のエアバスA321LR、8機のエアバスA321ceosを保有。トランサットA.T.社は1987年に設立され、カナダのモントリオールに本社を置いている。もっと見るTransat A.T. Inc. 基礎のまとめTransat A.T の収益と売上を時価総額と比較するとどうか。1TJ 基礎統計学時価総額€60.43m収益（TTM）€172.57m売上高(TTM)€2.13b0.4xPER（株価収益率0.0xP/Sレシオ1TJ 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1TJ 損益計算書（TTM）収益CA$3.44b売上原価CA$2.86b売上総利益CA$578.26mその他の費用CA$299.42m収益CA$278.84m直近の収益報告Apr 30, 2026次回決算日該当なし一株当たり利益（EPS）6.83グロス・マージン16.83%純利益率8.11%有利子負債／自己資本比率-20.9%1TJ 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2026/07/12 13:01終値2026/07/10 00:00収益2026/04/30年間収益2025/10/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Transat A.T. Inc. 5 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。16 アナリスト機関David TyermanATB Cormark Historical (Cormark Securities)Ahmad ShaathBeacon Securities LimitedClaude ProulxBMO Capital Markets Equity Research13 その他のアナリストを表示
Reported Earnings • Jun 12Second quarter 2026 earnings released: CA$1.94 loss per share (vs CA$0.58 loss in 2Q 2025)Second quarter 2026 results: CA$1.94 loss per share (further deteriorated from CA$0.58 loss in 2Q 2025). Revenue: CA$1.03b (flat on 2Q 2025). Net loss: CA$79.0m (loss widened 245% from 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.
お知らせ • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026
お知らせ • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026
お知らせ • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.
お知らせ • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.
Reported Earnings • Jun 12Second quarter 2026 earnings released: CA$1.94 loss per share (vs CA$0.58 loss in 2Q 2025)Second quarter 2026 results: CA$1.94 loss per share (further deteriorated from CA$0.58 loss in 2Q 2025). Revenue: CA$1.03b (flat on 2Q 2025). Net loss: CA$79.0m (loss widened 245% from 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.
お知らせ • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026
お知らせ • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026
お知らせ • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.
お知らせ • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.
お知らせ • Dec 02Pierre Karl Péladeau Provides Information to Shareholders of TransatOn December 1, 2025, Pierre Karl Péladeau announced that he has is demanding a board shakeup, a seat at the table and a strategic overhaul at Transat A.T. Inc. In addition, Pierre Karl stated that the company needs urgent change, and he said the board should be reduced to 6 directors with him among three new members from 11 currently, and asking for Company, which owns Air Transat, to restructure a balance sheet he deems broken and launch a strategic review that puts senior management in its sights.
お知らせ • Nov 22Air Transat Adds Ghana to Its Destinations from Toronto in 2026Air Transat announced that its new interline and codeshare agreements with Turkish Airlines are now in effect. This partnership enables travellers to book itineraries combining flights from both airlines, enhancing connectivity between Canada and Turkiye, and key destinations across Europe, Asia, and the Middle East. It allows them to travel on a single ticket for their entire journey and check in their bags only once, through to their final destination. The interline agreement offers access to cities such as Beijing, Delhi, Colombo, and Beirut via Turkish Airlines' global network. Under the codeshare agreement, both carriers will place their airline codes on each other's services, starting with their respective Toronto - Istanbul flights. Additional connecting flights will be added in the coming months. As part of this new cooperation, Air Transat will add a new weekly flight on its year-round Toronto-I Istanbul route, every Thursday starting May 28, 2026, bringing the total to three flights per week.
お知らせ • Sep 11Transat A.T. Inc. to Report Q4, 2025 Results on Dec 17, 2025Transat A.T. Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 17, 2025
お知らせ • Jun 12Transat A.T. Inc. to Report Q3, 2025 Results on Sep 11, 2025Transat A.T. Inc. announced that they will report Q3, 2025 results on Sep 11, 2025
お知らせ • May 02Transat A.T. Inc. Appoints Stéphane Lefebvre as DirectorTransat A.T. Inc. at its AGM held on May 1, 2025 appointed Stéphane Lefebvre as director.
お知らせ • Mar 13Transat A.T. Inc. to Report Q2, 2025 Results on Jun 12, 2025Transat A.T. Inc. announced that they will report Q2, 2025 results on Jun 12, 2025
お知らせ • Feb 25Transat A.T. Inc., Annual General Meeting, Apr 29, 2025Transat A.T. Inc., Annual General Meeting, Apr 29, 2025.
お知らせ • Dec 12Transat A.T. Inc. to Report Q1, 2025 Results on Mar 13, 2025Transat A.T. Inc. announced that they will report Q1, 2025 results on Mar 13, 2025
お知らせ • Dec 05Transat A.T. Inc. to Report Q4, 2024 Results on Dec 12, 2024Transat A.T. Inc. announced that they will report Q4, 2024 results on Dec 12, 2024
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$36m net loss in 2 years). Shareholders have been diluted in the past year (6.4% increase in shares outstanding). Market cap is less than US$100m (€48.6m market cap, or US$54.2m).
Reported Earnings • Sep 13Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: CA$736.2m (down 1.4% from 3Q 2023). Net loss: CA$39.9m (down 170% from profit in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10Transat A.T. Inc. to Report Q3, 2024 Results on Sep 12, 2024Transat A.T. Inc. announced that they will report Q3, 2024 results on Sep 12, 2024
New Risk • Jul 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.4% 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 Negative equity (-CA$893m). Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$116m net loss next year). Market cap is less than US$100m (€66.5m market cap, or US$72.5m).
Reported Earnings • Jun 07Second quarter 2024 earnings released: CA$1.40 loss per share (vs CA$0.76 loss in 2Q 2023)Second quarter 2024 results: CA$1.40 loss per share (further deteriorated from CA$0.76 loss in 2Q 2023). Revenue: CA$973.2m (up 12% from 2Q 2023). Net loss: CA$54.4m (loss widened 86% from 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • May 25Transat A.T. Inc. to Report Q2, 2024 Results on Jun 06, 2024Transat A.T. Inc. announced that they will report Q2, 2024 results on Jun 06, 2024
お知らせ • May 15+ 1 more updateAir Transat Unveils Its Winter 2024-2025 Flight Offer from the MaritimesAir Transat announced its offer from the Maritimes for the 2024-2025 winter season. At the height of the season, non-stop flights will be offered from Halifax and Moncton to ten destinations in the Caribbean, Mexico and Florida. At the peak of the season, Air Transat's overall schedule will include nearly 300 non-stop flights per week from 7 Canadian cities. In addition to Halifax and Moncton, it will also offer flights from Montreal, Quebec City, Toronto, Ottawa and London. Air Transat continues to offer direct flights to selected sun destinations from Halifax and Moncton. From Halifax, the airline is adding an additional frequency to Puerto Plata, strengthening its offer in the Caribbean. Other destinations, such as Cancún, Cayo Coco, Holguín, Montego Bay, Punta Cana, Santa Clara, and Varadero, remain accessible. From Moncton, Air Transat flies to popular destinations including Cancun, Punta Cana, and Varadero, offering a variety of choices for a relaxing vacation in the sun. Air Transat is optimizing its routes to Florida, with an additional frequency from Halifax to Fort Lauderdale. Flights to Orlando from Halifax and Moncton remain, offering attractive options for family vacations or theme park getaways.
New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% 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 Negative equity (-CA$840m). Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$72m net loss next year). Market cap is less than US$100m (€86.6m market cap, or US$93.5m).
New Risk • May 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$31m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$31m net loss next year). Market cap is less than US$100m (€91.2m market cap, or US$98.2m).
New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €92.4m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risk Market cap is less than US$100m (€92.4m market cap, or US$99.1m).
お知らせ • Mar 20Transat A.T. Inc. Appoints Sebastian Ponce as Chief Revenue OfficerTransat A.T. Inc. announced the appointment of Sebastian Ponce as chief revenue officer. He is now responsible for the air network strategy, revenue management, and the development of airline alliances. At Transat since 2018, Sebastian most recently held the position of Vice President, Program and Alliances. With his team, he was instrumental in redefining Transat's network and alliance strategy and in setting up the Alliances department, responsible for developing and maintaining airline partnerships. He has also spearheaded numerous inter-carrier partnership agreements, including the recent commercial joint venture with Porter Airlines. Under his leadership, Transat announced two codeshare agreements with Canadian airlines and a dozen interline agreements with carriers in Europe and South America. Sebastian has over 15 years of experience within the airline industry, 10 of which he spent at Air France. Throughout his career, he has led various teams in the Revenue Management, Controlling, Airport Strategy, Network Planning and Alliances departments. Sebastian holds an Executive MBA from McGill and HEC Montréal and a master's degree in industrial engineering from Universidad Tecnica Federico Santa Maria in Chili.
New Risk • Mar 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$33m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$33m net loss next year). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
Breakeven Date Change • Mar 17Forecast breakeven date pushed back to 2025The 5 analysts covering Transat A.T previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CA$1.98m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
Reported Earnings • Mar 15First quarter 2024 earnings released: CA$1.58 loss per share (vs CA$1.49 loss in 1Q 2023)First quarter 2024 results: CA$1.58 loss per share (further deteriorated from CA$1.49 loss in 1Q 2023). Revenue: CA$785.5m (up 18% from 1Q 2023). Net loss: CA$61.0m (loss widened 7.7% from 1Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jan 06Transat A.T. Inc., Annual General Meeting, Mar 14, 2024Transat A.T. Inc., Annual General Meeting, Mar 14, 2024.
お知らせ • Dec 15Transat A.T. Inc. to Report Q1, 2024 Results on Mar 14, 2024Transat A.T. Inc. announced that they will report Q1, 2024 results on Mar 14, 2024
Breakeven Date Change • Dec 15Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CA$2.90m in 2024. Earnings growth of 139% is required to achieve expected profit on schedule.
Reported Earnings • Dec 15Full year 2023 earnings released: CA$0.66 loss per share (vs CA$11.77 loss in FY 2022)Full year 2023 results: CA$0.66 loss per share (improved from CA$11.77 loss in FY 2022). Revenue: CA$3.05b (up 86% from FY 2022). Net loss: CA$25.3m (loss narrowed 94% from FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Dec 12Transat A.T. Inc. Appoints Jean-François Pruneau as Chief Financial Officer, Effective January 9, 2024Transat A.T. Inc. announced the appointment of Jean-François Pruneau as Chief Financial Officer. Jean-François will take office on January 9, 2024. Jean-François has over 25 years of experience in executive roles at major Quebec and Canadian companies. He most recently served as Executive Vice President and Chief Financial Officer for Starpax Biopharma. Throughout his career, he held various roles in finance at Canadian National Railway, BCE Media and Quebecor, where he spent close to 17 years and progressed to Senior Vice President and Chief Financial officer, before joining Videotron as President and Chief Executive Officer. He also spent close to a decade as a lecturer at HEC Montréal. Jean-François holds a Master of Science (M.Sc.) in Finance from HEC Montréal and obtained the Chartered Financial Analyst (CFA) designation in 2000. Since 2012, he serves as Chairman of the Board and member of the Executive Committee of the Fondation sablon charity. His honours and distinctions include the award "Financial Executive of a Large Corporation" granted in 2015 by the Québec section of Financial Executives International Canada.
お知らせ • Oct 21Transat A.T. Inc. Announces Departure of Patrick Bui as Its Chief Financial Officer, Effective from December 15, 2023Transat A.T. Inc. announced that Patrick Bui, Chief Financial Officer, intends to step down from his position on December 15, 2023, to pursue another career opportunity. He will remain in his role to ensure a smooth transition, including through the announcement of the Company's results for the fiscal year ending October 31, 2023. The Corporation has commenced a formal search process for a new Chief Financial Officer.
New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.7m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (€94.7m market cap, or US$99.4m).
New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (8.9% increase in shares outstanding).
お知らせ • Sep 15Transat A.T. Inc. to Report Q4, 2023 Results on Dec 14, 2023Transat A.T. Inc. announced that they will report Q4, 2023 results on Dec 14, 2023
Reported Earnings • Sep 15Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
New Risk • Jun 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$834m). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
お知らせ • Jun 09Transat A.T. Inc. to Report Q3, 2023 Results on Sep 07, 2023Transat A.T. Inc. announced that they will report Q3, 2023 results on Sep 07, 2023
Breakeven Date Change • Jun 09Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 82% to 2023. The company is expected to make a profit of CA$3.78m in 2024. Average annual earnings growth of 114% is required to achieve expected profit on schedule.
Reported Earnings • Jun 08Second quarter 2023 earnings released: CA$0.76 loss per share (vs CA$2.60 loss in 2Q 2022)Second quarter 2023 results: CA$0.76 loss per share (improved from CA$2.60 loss in 2Q 2022). Revenue: CA$870.1m (up 143% from 2Q 2022). Net loss: CA$29.2m (loss narrowed 70% from 2Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Mar 11First quarter 2023 earnings released: CA$1.49 loss per share (vs CA$3.03 loss in 1Q 2022)First quarter 2023 results: CA$1.49 loss per share (improved from CA$3.03 loss in 1Q 2022). Revenue: CA$667.5m (up 230% from 1Q 2022). Net loss: CA$56.6m (loss narrowed 51% from 1Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 16Transat A.T. Inc. Appoints Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat, Effective from March 13, 2023Transat A.T. inc. announced the appointment of Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat. She will be responsible for developing and deploying initiatives in corporate culture, labour relations and talent attraction, retention, and mobilization. She will also oversee corporate responsibility programs as well as internal and external communications. She will begin her new role on March 13. Julie Lamontagne has over 20 years of experience as a human resource professional, including 12 years in executive roles on management committees. Since 2019, she has held the position of Vice President, Talent and Culture at Enerkem and previously served as Vice President at Lumenpulse and EXFO. Julie Lamontagne holds a Bachelor's degree in Industrial Relations from the University of Montreal and is a member of the Ordre des conseillers en ressources humaines agréés du Québec.
Breakeven Date Change • Jan 31Forecast to breakeven in 2025The 5 analysts covering Transat A.T expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of CA$20.0m in 2025. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
お知らせ • Dec 31Transat A.T. Inc., Annual General Meeting, Mar 09, 2023Transat A.T. Inc., Annual General Meeting, Mar 09, 2023.
Reported Earnings • Dec 18Full year 2022 earnings released: CA$11.77 loss per share (vs CA$10.32 loss in FY 2021)Full year 2022 results: CA$11.77 loss per share (further deteriorated from CA$10.32 loss in FY 2021). Revenue: CA$1.64b (up CA$1.52b from FY 2021). Net loss: CA$445.3m (loss widened 14% from FY 2021). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 43% per year.
お知らせ • Dec 16Transat A.T. Inc. to Report Q1, 2023 Results on Mar 09, 2023Transat A.T. Inc. announced that they will report Q1, 2023 results on Mar 09, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 09Third quarter 2022 earnings released: CA$2.82 loss per share (vs CA$3.66 loss in 3Q 2021)Third quarter 2022 results: CA$2.82 loss per share (improved from CA$3.66 loss in 3Q 2021). Revenue: CA$508.3m (up CA$495.8m from 3Q 2021). Net loss: CA$106.5m (loss narrowed 23% from 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Airlines industry in Europe. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 10Second quarter 2022 earnings released: CA$2.60 loss per share (vs CA$1.84 loss in 2Q 2021)Second quarter 2022 results: CA$2.60 loss per share (down from CA$1.84 loss in 2Q 2021). Revenue: CA$358.2m (up CA$350.6m from 2Q 2021). Net loss: CA$98.3m (loss widened 41% from 2Q 2021). Over the next year, revenue is forecast to grow 248%, compared to a 132% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 11First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: CA$3.03 loss per share (down from CA$1.60 loss in 1Q 2021). Revenue: CA$202.4m (up 383% from 1Q 2021). Net loss: CA$114.3m (loss widened 89% from 1Q 2021). Revenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 585%, compared to a 155% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 09Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: CA$124.8m (down 90% from FY 2020). Net loss: CA$389.6m (loss narrowed 22% from FY 2020). Revenue missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 1,126%, compared to a 23% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. President, CEO & Director Annick Guerard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12+ 1 more updateTransat A.T. Inc. Announces Not to Provide Outlook for the Second Quarter or Summer 2021Transat A.T. Inc. announced that in the current situation, it is impossible for the moment to predict the impact of the COVID-19 pandemic on future bookings, the partial resumption of flight operations and financial results. Consequently, the company is not providing an outlook for the second quarter or summer 2021.
お知らせ • Feb 18Transat A.T. Inc. Provides Status Update on Arrangement with Air CanadaTransat A.T. Inc. communicated a status update regarding its contemplated arrangement with Air Canada under the revised arrangement agreement between Transat and Air Canada dated October 9, 2020. As announced on February 11, 2021, although the Canadian government has approved the Arrangement, the Arrangement must still receive the approval of the European Commission (the "Commission"). The Commission has requested additional information from the parties and its decision is now expected to be rendered only in the first half of 2021. As indicated previously, the outside date for the consummation of the Arrangement under the Arrangement Agreement (the "Outside Date") was set at February 15, 2021 and has now passed. As a result of the occurrence of the Outside Date without the prior receipt of required approval from the Commission, each of Air Canada and Transat are currently entitled, at any time, to terminate the Arrangement Agreement upon notice to the other party. Until terminated or amended by the parties, the Arrangement Agreement remains in effect in accordance with all of its terms. Transat and Air Canada are continuing their discussions regarding potential amendments to the Arrangement Agreement that may be required. In the context of such discussions, Transat has been informed by Air Canada that Air Canada will not agree to an extension of the current Outside Date. In such case, even if the Arrangement Agreement is amended, Air Canada and Transat would retain the ability to terminate the agreement at any time. There can be no assurance that an agreement on any such amendments will be reached, or that Air Canada or Transat will not terminate the Arrangement Agreement if the relevant circumstances so warrant.
お知らせ • Feb 17Canadian Businessman Seeks Talks with Transat After Deal with Air Canada Left in LimboCanadian businessman Pierre Karl Péladeau said on February 16, 2021 night he wants to start talks to acquire Transat A.T. Inc. (TSX:TRZ), after Air Canada’s planned CAD 188.7 million ($148.7 million) takeover of the Montreal-based tour operator was left in limbo. Air Canada will not extend deadline of February 15, 2021 for its acquisition of the company, after European regulators failed to give their approval, Transat said earlier on February 16, 2021. Air Canada and Transat are still discussing potential amendments, and the agreement remains until either party ends it. Noting that the operator of Air Transat could start negotiations with a new buyer, Péladeau said in a statement he would “like to start discussions” with management to allow the business to escape its “grave state of uncertainty”. “I have certain concerns,” Quebec Premier Francois Legault, who co-founded Transat in 1986, told reporters on Tuesday night, adding that the province was looking at different scenarios for Transat, with or without Air Canada, the country’s largest carrier. The Canadian government has already approved the deal, subject to conditions. But the European Commission, which has requested additional information from the companies, is expected to arrive at a decision only in the first half of 2021, Transat said. “We anticipate that other interested parties will step up and show their interest in Transat,” Desjardins analyst Benoit Poirier said in a note to clients. Onex Corp, which acquired Canada’s WestJet in 2019, “could be another suitable contender,” Poirier said. Air Canada said earlier in the day it had no update to provide, while Onex was not available. Transat shares closed down almost 8%, while Air Canada shares rose almost 5% in Toronto trading.
お知らせ • Feb 13Transat Announces Approval of Its Arrangement with Air Canada by Canadian AuthoritiesTransat A.T. Inc. announced that the Canadian government has approved the arrangement with Air Canada (the "Arrangement") contemplated under the revised arrangement agreement between Transat and Air Canada dated October 9, 2020 (the "Arrangement Agreement"). This authorization is subject to the implementation of significant undertakings agreed to by Air Canada, the object of which is firstly to ensure effective competition, and secondly to ensure public interest benefits (including maintaining a Transat head office in Québec, the preservation of jobs and the Transat brand, and the launch of new routes). With the approval of Canadian authorities now in hand, the other significant regulatory approval remaining to allow the parties to consummate the Arrangement is the approval of the European Commission (the "Commission"). Given the time required for the Commission to review the last additional information requested, the review period has been extended and a decision of the Commission is now expected to be rendered in the first half of 2021. Transat will discuss with Air Canada the appropriateness of extending the outside date for the consummation of the Arrangement under the Arrangement Agreement, which is currently set at February 15, 2021. After this date, if it is not extended, the Arrangement Agreement will remain in effect, unless terminated by one of the parties.
お知らせ • Jan 31Transat Temporarily Suspends All Its Scheduled Flights and Launches an Operation to Repatriate Its CustomersFollowing the Canadian government's request not to travel to Mexico and the Caribbean and the imposition of new quarantine and COVID-19 screening measures, Transat A.T. Inc. announced the complete suspension of all scheduled Air Transat flights until April 30 and the repatriation of its customers to Canada. This operation is expected to take place over the next two weeks.
Is New 90 Day High Low • Jan 29New 90-day low: €2.82The company is down 6.0% from its price of €3.00 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.74 per share.
お知らせ • Jan 13Gestion MTRHP Inc. made a proposal to acquire Transat A.T. Inc. (TSX : TRZ) for approximately CAD 190 million.Gestion MTRHP Inc. made a proposal to acquire Transat A.T. Inc. (TSX : TRZ) for approximately CAD 190 million on December 15, 2020. Gestion MTRHP made proposal for CAD 5.00 per share. Consistent with its fiduciary duties, the Board of Directors diligently investigated and considered such proposal and engaged in discussions with MTRHP in order to determine if such acquisition proposal constituted a "superior proposal" as contemplated in the arrangement agreement with Air Canada. However, MTRHP failed to provide the requested evidence of fully committed financing or sufficient cash on hand, as is required for these types of transactions, necessary to complete its proposed acquisition, and to support Transat's ongoing operations post-transaction. The indication of financial backing from a financial institution submitted by MTRHP did not establish fully committed financing documentation of the type normally provided for these types of transactions and introduced requirements that entailed significant risks concerning the availability of the funds at closing of the proposed acquisition, including requirements for guarantees and assets-backing to support the availability of credit as described in the conditional financing documents provided to Transat. The proposal lacks financing to support Transat's 2021 working capital requirements of approximately $500 million.
Analyst Estimate Surprise Post Earnings • Dec 13Revenue misses expectationsRevenue missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 26%, compared to a 23% growth forecast for the Hospitality industry in Germany.
お知らせ • Dec 12Transat A.T. Inc. to Report Q1, 2021 Results on Mar 11, 2021Transat A.T. Inc. announced that they will report Q1, 2021 results on Mar 11, 2021
お知らせ • Dec 05Transat A.T. Inc. to Report Q4, 2020 Results on Dec 10, 2020Transat A.T. Inc. announced that they will report Q4, 2020 results at 11:00 AM, GMT Standard Time on Dec 10, 2020
Is New 90 Day High Low • Nov 19New 90-day high: €3.56The company is up 10.0% from its price of €3.24 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €123 per share.
お知らせ • Oct 06Transat A.T. Inc. to Report Q1, 2019 Results on Mar 14, 2019Transat A.T. Inc. announced that they will report Q1, 2019 results at 10:00 AM, US Eastern Standard Time on Mar 14, 2019
お知らせ • Sep 11Transat A.T. Inc. to Report Q4, 2020 Results on Dec 10, 2020Transat A.T. Inc. announced that they will report Q4, 2020 results on Dec 10, 2020
お知らせ • Jul 24Air Transat Is Making Its First Commercial Flights on July 23Transat is making its first commercial flights on July 23, 2020, the day it is resuming air operations after four months of inactivity. There will be three international flights (Montreal-Toulouse, Montreal-Paris and Toronto-London) and three domestic flights (Montreal-Toronto, Toronto-Montreal and Toronto-Vancouver). Transat's entire reduced summer schedule of 24 routes to some 20 destinations will be up and running by August 2. To put things in perspective, September 11, 2001, was the most significant and transformative event in the travel and tourism industry in the last two decades. But as astonishing as it may seem on July 23, by September 13, just two days later, Transat announced the gradual resumption of its flights.
