View Future GrowthAmadeus IT Group 過去の業績過去 基準チェック /36Amadeus IT Groupは、平均年間47.1%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間63% 21%収益成長率で 成長しています。 Amadeus IT Groupの自己資本利益率は27.8%であり、純利益率は20.4%です。主要情報47.07%収益成長率47.39%EPS成長率Hospitality 業界の成長-1.85%収益成長率20.97%株主資本利益率27.84%ネット・マージン20.36%次回の業績アップデート31 Jul 2026最近の業績更新Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesナラティブの更新 • May 29AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.ナラティブの更新 • May 12Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech DominanceAmadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.分析記事 • May 12Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearAmadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.ライブニュース • May 08Amadeus Reports Q1 2026 Growth With Ongoing Buyback and IDEMIA Acquisition PlansAmadeus reported Q1 2026 revenue growth of 3.1%, or 7.9% at constant currency, with adjusted EBIT up 6.6% at constant currency. The company continues to execute on its €500m share repurchase program. Amadeus is investing in the planned acquisition of IDEMIA Public Security, a biometrics and identity services provider. For you as an investor, the Q1 2026 update points to steady top-line and profitability progress, particularly once currency effects are stripped out. The 7.9% constant currency revenue growth and 6.6% constant currency adjusted EBIT growth indicate that underlying business activity in Amadeus’s core travel technology operations is holding up, even though reported growth is lower after FX impact. The ongoing €500m share buyback signals that management is allocating capital to reduce share count while also pursuing inorganic growth through the planned IDEMIA Public Security acquisition. That deal would extend Amadeus’s reach into biometrics and identity services, which ties into areas like airport security, passenger identity verification and travel document management. For your watchlist, the key things to track will likely be the pace of the buyback, any updates on regulatory approvals and closing of the IDEMIA transaction, and how integration spending may affect margins over the coming quarters.お知らせ • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spainナラティブの更新 • Apr 25AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.新しいナラティブ • Apr 11Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology ProviderCatalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 09AMS: Solid Q4 And FY26 Guidance Will Support Re Rating PotentialThe updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.ナラティブの更新 • Mar 25AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future UpsideAnalysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.ナラティブの更新 • Mar 10AMS: Rebased P/E And Solid Q4 Execution Will Support Future UpsideNarrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.新しいナラティブ • Mar 03Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology EconomicsCatalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.2% 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: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).お知らせ • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.ナラティブの更新 • Feb 24AMS: Rebased P/E And Margins Will Support Future Upside PotentialAnalysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.新しいナラティブ • Feb 20The "AI Fear" Arbitrage OpportunityAmadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €46.79. The fair value is estimated to be €59.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.ナラティブの更新 • Feb 09AMS: Outperform Upgrade And Earnings Power Will Support Future Upside PotentialAnalysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.ナラティブの更新 • Jan 26AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform UpgradeAnalysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027ナラティブの更新 • Jan 12AMS: Profitability Execution Will Drive Future Upside After Outperform UpgradeAnalysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.Buy Or Sell Opportunity • Jan 08Now 23% overvaluedOver the last 90 days, the stock has fallen 3.3% to €65.28. The fair value is estimated to be €53.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).分析記事 • Jan 04Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...分析記事 • Dec 21With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 24Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026ナラティブの更新 • Oct 03Cloud Migration And Asia Pacific Trends Will Unlock Travel OpportunitiesAnalysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.分析記事 • Sep 01Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E RatioWith a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...分析記事 • Aug 18Returns At Amadeus IT Group (BME:AMS) Are On The Way UpBME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...分析記事 • Aug 03Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 12Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).分析記事 • Jun 17Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spainお知らせ • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality 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 only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.お知らせ • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).Declared Dividend • Dec 20Dividend of €0.41 announcedShareholders will receive a dividend of €0.41. Ex-date: 15th January 2025 Payment date: 17th January 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.新しいナラティブ • Nov 07Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue. お知らせ • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024お知らせ • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €63.12. The fair value is estimated to be €51.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €63.34. The fair value is estimated to be €52.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024Buy Or Sell Opportunity • May 09Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to €62.08. The fair value is estimated to be €51.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.お知らせ • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.お知らせ • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.お知らせ • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of Spanish dividend payers (5.8%). Lower than average of industry peers (2.7%).お知らせ • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.収支内訳Amadeus IT Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BME:AMS 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 266,5671,3370031 Dec 256,5171,3360030 Sep 256,4361,3530030 Jun 256,3491,3320031 Mar 256,2781,2950031 Dec 246,1421,2530030 Sep 245,9551,2640030 Jun 245,8021,2250031 Mar 245,6261,1690031 Dec 235,4411,1180030 Sep 235,2551,0220030 Jun 235,0789250031 Mar 234,8808460031 Dec 224,4866640030 Sep 224,1274630030 Jun 223,6492680031 Mar 223,091340031 Dec 212,670-1420030 Sep 212,334-3900030 Jun 212,014-5590031 Mar 211,649-8380031 Dec 202,174-6250030 Sep 203,041-1300030 Jun 204,0253220031 Mar 205,1869320031 Dec 195,5701,1130030 Sep 195,4811,0550030 Jun 195,2851,0230031 Mar 195,1121,0130031 Dec 184,9361,0020030 Sep 184,7991,0610030 Jun 184,7361,0470031 Mar 184,6751,0200031 Dec 174,6371,0030030 Sep 174,60993235030 Jun 174,57690435031 Mar 174,54587935031 Dec 164,47382635030 Sep 164,3347880030 Jun 164,2117430031 Mar 164,0436990031 Dec 153,9136840030 Sep 153,79767840030 Jun 153,664666400質の高い収益: AMSは 高品質の収益 を持っています。利益率の向上: AMSの現在の純利益率 (20.4%)は、昨年(20.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AMS過去 5 年間で収益を上げており、収益は年間47.1%増加しています。成長の加速: AMSの過去 1 年間の収益成長率 ( 3.3% ) は、5 年間の平均 ( 年間47.1%を下回っています。収益対業界: AMSの過去 1 年間の収益成長率 ( 3.3% ) Hospitality業界16.8%を上回りませんでした。株主資本利益率高いROE: AMSの 自己資本利益率 ( 27.8% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health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2026/05/31 00:40終値2026/05/29 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Amadeus IT Group, S.A. 20 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。34 アナリスト機関Rafael Bonardell TrianesBanco de Sabadell. S.A.Carlos Javier Treviño PeinadorBanco SantanderSven MerktBarclays31 その他のアナリストを表示
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027
Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • May 29AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
ナラティブの更新 • May 12Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech DominanceAmadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.
分析記事 • May 12Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearAmadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
ライブニュース • May 08Amadeus Reports Q1 2026 Growth With Ongoing Buyback and IDEMIA Acquisition PlansAmadeus reported Q1 2026 revenue growth of 3.1%, or 7.9% at constant currency, with adjusted EBIT up 6.6% at constant currency. The company continues to execute on its €500m share repurchase program. Amadeus is investing in the planned acquisition of IDEMIA Public Security, a biometrics and identity services provider. For you as an investor, the Q1 2026 update points to steady top-line and profitability progress, particularly once currency effects are stripped out. The 7.9% constant currency revenue growth and 6.6% constant currency adjusted EBIT growth indicate that underlying business activity in Amadeus’s core travel technology operations is holding up, even though reported growth is lower after FX impact. The ongoing €500m share buyback signals that management is allocating capital to reduce share count while also pursuing inorganic growth through the planned IDEMIA Public Security acquisition. That deal would extend Amadeus’s reach into biometrics and identity services, which ties into areas like airport security, passenger identity verification and travel document management. For your watchlist, the key things to track will likely be the pace of the buyback, any updates on regulatory approvals and closing of the IDEMIA transaction, and how integration spending may affect margins over the coming quarters.
お知らせ • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.
Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spain
ナラティブの更新 • Apr 25AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
新しいナラティブ • Apr 11Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology ProviderCatalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 09AMS: Solid Q4 And FY26 Guidance Will Support Re Rating PotentialThe updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.
ナラティブの更新 • Mar 25AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future UpsideAnalysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.
ナラティブの更新 • Mar 10AMS: Rebased P/E And Solid Q4 Execution Will Support Future UpsideNarrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
新しいナラティブ • Mar 03Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology EconomicsCatalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.2% 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: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).
お知らせ • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.
ナラティブの更新 • Feb 24AMS: Rebased P/E And Margins Will Support Future Upside PotentialAnalysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
新しいナラティブ • Feb 20The "AI Fear" Arbitrage OpportunityAmadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.
Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €46.79. The fair value is estimated to be €59.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
ナラティブの更新 • Feb 09AMS: Outperform Upgrade And Earnings Power Will Support Future Upside PotentialAnalysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.
ナラティブの更新 • Jan 26AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform UpgradeAnalysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.
お知らせ • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027
ナラティブの更新 • Jan 12AMS: Profitability Execution Will Drive Future Upside After Outperform UpgradeAnalysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.
Buy Or Sell Opportunity • Jan 08Now 23% overvaluedOver the last 90 days, the stock has fallen 3.3% to €65.28. The fair value is estimated to be €53.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).
分析記事 • Jan 04Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
分析記事 • Dec 21With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 24Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026
ナラティブの更新 • Oct 03Cloud Migration And Asia Pacific Trends Will Unlock Travel OpportunitiesAnalysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.
分析記事 • Sep 01Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E RatioWith a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...
分析記事 • Aug 18Returns At Amadeus IT Group (BME:AMS) Are On The Way UpBME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...
分析記事 • Aug 03Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 12Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).
分析記事 • Jun 17Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.
Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spain
お知らせ • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026
Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality 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 only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.
お知らせ • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025
Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).
Declared Dividend • Dec 20Dividend of €0.41 announcedShareholders will receive a dividend of €0.41. Ex-date: 15th January 2025 Payment date: 17th January 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
新しいナラティブ • Nov 07Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.
お知らせ • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024
お知らせ • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €63.12. The fair value is estimated to be €51.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €63.34. The fair value is estimated to be €52.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024
Buy Or Sell Opportunity • May 09Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to €62.08. The fair value is estimated to be €51.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.
お知らせ • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.
お知らせ • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.
Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.
お知らせ • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024
Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of Spanish dividend payers (5.8%). Lower than average of industry peers (2.7%).
お知らせ • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.
