Amadeus IT Group 過去の業績
過去 基準チェック /36
Amadeus IT Groupは、平均年間39.7%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54.5% 18.3%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28.5%であり、純利益率は19.9%です。
主要情報
39.66%
収益成長率
40.13%
EPS成長率
| Hospitality 業界の成長 | -1.85% |
| 収益成長率 | 18.31% |
| 株主資本利益率 | 28.53% |
| ネット・マージン | 19.86% |
| 次回の業績アップデート | 06 Nov 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 11
AMS: Mixed Broker Views And Fair Value Signal Balanced Future Prospects
The analyst fair value estimate for Amadeus IT Group has been revised from €53.00 to €50.00 as analysts factor in updated sector views, including a downgrade to Reduce with a €50 price target and mixed price target adjustments from other firms. Analyst Commentary Recent Street research on Amadeus IT Group shows a split in opinion, with some bearish analysts turning more cautious while others, such as JPMorgan, maintain a more constructive stance alongside adjusted price targets.
ナラティブ更新 • Jun 26
AMS: Higher Growth Expectations Will Support Future Upside Case
Amadeus IT Group's updated analyst price target has shifted to €80.00 from €87.00, as analysts factor in slightly higher assumed revenue growth and a lower future P/E, along with a modestly higher discount rate and reduced profit margin expectations, with recent Street research showing a small cut in one target to €61 and incremental increases at others. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of cautious adjustments and more positive revisions to price targets.
ナラティブ更新 • Jun 12
AMS: AGM Cash Strength And Tech Investments Will Support Earnings Re Rating Potential
Analysts have raised their price target on Amadeus IT Group by a few euros, with recent moves such as a €1 increase from Morgan Stanley and a €5 increase from Jefferies. These changes are supported by updated assumptions on discount rates, revenue growth, profit margins, and forward P/E expectations.ナラティブ更新 • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts 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.
ナラティブ更新 • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: 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 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...ナラティブ更新 • Apr 25
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts 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 11
Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider
Catalysts 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?ナラティブ更新 • Apr 09
AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential
The 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.ナラティブ更新 • Mar 25
AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside
Analysts 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.ナラティブ更新 • Mar 10
AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside
Narrative 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 03
Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics
Catalysts 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?ナラティブ更新 • Feb 24
AMS: Rebased P/E And Margins Will Support Future Upside Potential
Analysts 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 20
The "AI Fear" Arbitrage Opportunity
Amadeus 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.ナラティブ更新 • Feb 09
AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential
Analysts 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.ナラティブ更新 • Jan 26
AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade
Analysts 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.ナラティブ更新 • Jan 12
AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade
Analysts 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.分析記事 • Jan 04
Earnings 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 21
With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 24
Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...ナラティブ更新 • Oct 03
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Analysts 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.
新しいナラティブ • Nov 07
Tactical 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.収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 6,592 | 1,309 | 0 | 0 |
| 31 Mar 26 | 6,567 | 1,337 | 0 | 0 |
| 31 Dec 25 | 6,517 | 1,336 | 0 | 0 |
| 30 Sep 25 | 6,436 | 1,353 | 0 | 0 |
| 30 Jun 25 | 6,349 | 1,332 | 0 | 0 |
| 31 Mar 25 | 6,278 | 1,295 | 0 | 0 |
| 31 Dec 24 | 6,142 | 1,253 | 0 | 0 |
| 30 Sep 24 | 5,955 | 1,264 | 0 | 0 |
| 30 Jun 24 | 5,802 | 1,225 | 0 | 0 |
| 31 Mar 24 | 5,626 | 1,169 | 0 | 0 |
| 31 Dec 23 | 5,441 | 1,118 | 0 | 0 |
| 30 Sep 23 | 5,255 | 1,022 | 0 | 0 |
| 30 Jun 23 | 5,078 | 925 | 0 | 0 |
| 31 Mar 23 | 4,880 | 846 | 0 | 0 |
| 31 Dec 22 | 4,486 | 664 | 0 | 0 |
| 30 Sep 22 | 4,127 | 463 | 0 | 0 |
| 30 Jun 22 | 3,649 | 268 | 0 | 0 |
| 31 Mar 22 | 3,091 | 34 | 0 | 0 |
| 31 Dec 21 | 2,670 | -142 | 0 | 0 |
| 30 Sep 21 | 2,334 | -390 | 0 | 0 |
| 30 Jun 21 | 2,014 | -559 | 0 | 0 |
| 31 Mar 21 | 1,649 | -838 | 0 | 0 |
| 31 Dec 20 | 2,174 | -625 | 0 | 0 |
| 30 Sep 20 | 3,041 | -130 | 0 | 0 |
| 30 Jun 20 | 4,025 | 322 | 0 | 0 |
| 31 Mar 20 | 5,186 | 932 | 0 | 0 |
| 31 Dec 19 | 5,570 | 1,113 | 0 | 0 |
| 30 Sep 19 | 5,481 | 1,055 | 0 | 0 |
| 30 Jun 19 | 5,285 | 1,023 | 0 | 0 |
| 31 Mar 19 | 5,112 | 1,013 | 0 | 0 |
| 31 Dec 18 | 4,936 | 1,002 | 0 | 0 |
| 30 Sep 18 | 4,799 | 1,061 | 0 | 0 |
| 30 Jun 18 | 4,736 | 1,047 | 0 | 0 |
| 31 Mar 18 | 4,675 | 1,020 | 0 | 0 |
| 31 Dec 17 | 4,637 | 1,003 | 0 | 0 |
| 30 Sep 17 | 4,609 | 932 | 35 | 0 |
| 30 Jun 17 | 4,576 | 904 | 35 | 0 |
| 31 Mar 17 | 4,545 | 879 | 35 | 0 |
| 31 Dec 16 | 4,473 | 826 | 35 | 0 |
| 30 Sep 16 | 4,334 | 788 | 0 | 0 |
| 30 Jun 16 | 4,211 | 743 | 0 | 0 |
| 31 Mar 16 | 4,043 | 699 | 0 | 0 |
| 31 Dec 15 | 3,913 | 684 | 0 | 0 |
| 30 Sep 15 | 3,797 | 678 | 40 | 0 |
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 (19.9%)は、昨年(21%)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39.7%増加しています。
成長の加速: AMSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: AMSは過去 1 年間で収益成長率がマイナス ( -1.8% ) となったため、 Hospitality業界平均 ( -0.6% ) と比較することが困難です。
株主資本利益率
高いROE: AMSの 自己資本利益率 ( 28.5% ) 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
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 | 2026/09/10 20:24 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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。35
| アナリスト | 機関 |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| null null | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |