View ValuationTrainline 将来の成長Future 基準チェック /16Trainline利益と収益がそれぞれ年間0.9%と2.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に38.4% 7.1%なると予測されています。主要情報0.9%収益成長率7.12%EPS成長率Hospitality 収益成長18.2%収益成長率2.3%将来の株主資本利益率38.37%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報お知らせ • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.お知らせ • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).お知らせ • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.お知らせ • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.お知らせ • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBoard Change • 8hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Marie Lalleman was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.お知らせ • Mar 12Trainline plc to Report Fiscal Year 2026 Results on May 06, 2026Trainline plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on May 06, 2026お知らせ • Feb 25Trainline plc Announces Jody Ford Plans to Step Down as Chief Executive OfficerTrainline plc announced that Jody Ford intends to step down as Chief Executive Officer after more than six years at the Company. Jody will continue to lead Trainline as CEO through the transition to new leadership. The Board has commenced a formal search process for his successor.お知らせ • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).お知らせ • Sep 11+ 1 more updateTrainline plc to Report First Half, 2026 Results on Nov 05, 2025Trainline plc announced that they will report first half, 2026 results on Nov 05, 2025お知らせ • May 30Trainline plc, Annual General Meeting, Jun 26, 2025Trainline plc, Annual General Meeting, Jun 26, 2025. Location: 120 holborn, ec1n 2td, london United Kingdomお知らせ • Apr 18Trainline Plc (LSE:TRN) acquired Online Travel Solutions, S.L.Trainline Plc (LSE:TRN) agreed to acquire Online Travel Solutions, S.L. on April 17, 2025. Trainline Plc (LSE:TRN) completed acquisition of Online Travel Solutions, S.L. on April 17, 2025.お知らせ • Mar 13+ 1 more updateTrainline Plc (LSE:TRN) announces an Equity Buyback for £75 million worth of its shares.Trainline Plc (LSE:TRN) announces a share repurchase program, Under the program, the company will repurchase £75 million worth of its shares. The shares repurchased under the program will either be cancelled or held in treasury. The repurchases will execute in two tranches. In respect of the first tranche, Trainline has entered into an instruction with Morgan Stanley & Co. International Plc for £37.5 million. In respect to the second tranche, Trainline has entered into an instruction with Numis Securities Limited which will be announced soon. The program will run for 12 months.お知らせ • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.お知らせ • Sep 12Trainline Plc to Report First Half, 2025 Results on Nov 07, 2024Trainline Plc announced that they will report first half, 2025 results on Nov 07, 2024お知らせ • Jun 02Trainline Plc, Annual General Meeting, Jun 27, 2024Trainline Plc, Annual General Meeting, Jun 27, 2024. Location: 120 holborn, ec1n 2td, london United KingdomReported Earnings • May 03Full year 2024 earnings released: EPS: UK£0.073 (vs UK£0.045 in FY 2023)Full year 2024 results: EPS: UK£0.073 (up from UK£0.045 in FY 2023). Revenue: UK£396.7m (up 21% from FY 2023). Net income: UK£34.0m (up 60% from FY 2023). Profit margin: 8.6% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£3.44. The fair value is estimated to be UK£2.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.お知らせ • Mar 15Trainline Plc to Report Fiscal Year 2024 Results on May 03, 2024Trainline Plc announced that they will report fiscal year 2024 results on May 03, 2024Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.76, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.33 per share.Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to UK£3.25. The fair value is estimated to be UK£2.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 112% in the next 2 years.お知らせ • Jan 17Trainline plc Announces Appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration CommitteesTrainline Plc announced the appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees with?? effect from 17 January 2024. Marie is currently a Non-executive Director at Criteo SA and Patrizia SE.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£3.24, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.68 per share.Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.026 in 1H 2023). Revenue: UK£196.9m (up 19% from 1H 2023). Net income: UK£13.6m (up 12% from 1H 2023). Profit margin: 6.9% (down from 7.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£2.84, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 7.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.78 per share.お知らせ • Sep 20Trainline Plc (LSE:TRN) commences an Equity Buyback Plan for 48,068,050 shares, representing 10% of its issued share capital, under the authorization approved on June 29, 2023.Trainline Plc (LSE:TRN) commences share repurchases on September 18, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 29, 2023. As per the mandate, the company is authorized to repurchase up to 48,068,050 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company. As of May 4, 2023, the company had 480,680,508 ordinary shares in issue and no ordinary shares in treasury. On September 14, 2023, the company announced a share repurchase program. Under the program, the company will repurchase £50 million worth of its shares. Any surplus capital thereafter may be returned to shareholders. The program will end no later than September 13, 2024.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£2.77, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.84 per share.お知らせ • Sep 01Trainline Plc to Report First Half, 2024 Results on Nov 02, 2023Trainline Plc announced that they will report first half, 2024 results on Nov 02, 2023New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% 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 Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£2.38, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 21x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.20 per share.Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Peter Wood was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 31Trainline Plc, Annual General Meeting, Jun 29, 2023Trainline Plc, Annual General Meeting, Jun 29, 2023, at 07:30 Coordinated Universal Time. Location: 1 Tanfield Edinburgh EH3 5DA Edinburgh United KingdomReported Earnings • May 07Full year 2023 earnings released: EPS: UK£0.045 (vs UK£0.025 loss in FY 2022)Full year 2023 results: EPS: UK£0.045 (up from UK£0.025 loss in FY 2022). Revenue: UK£327.1m (up 74% from FY 2022). Net income: UK£21.2m (up UK£33.1m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022.Reported Earnings • Nov 04First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£165.0m (up 112% from 1H 2022). Net income: UK£12.2m (up UK£20.6m from 1H 2022). Profit margin: 7.4% (up from net loss in 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.Board Change • Jul 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 06Full year 2022 earnings released: UK£0.025 loss per share (vs UK£0.19 loss in FY 2021)Full year 2022 results: UK£0.025 loss per share (up from UK£0.19 loss in FY 2021). Revenue: UK£188.5m (up 181% from FY 2021). Net loss: UK£11.9m (loss narrowed 87% from FY 2021). Over the next year, revenue is forecast to grow 46%, compared to a 34% growth forecast for the restaurants industry in the United Kingdom.Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£2.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last year. Earnings per share has declined by 100% over the last year.Reported Earnings • Nov 04First half 2022 earnings released: UK£0.018 loss per share (vs UK£0.081 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£77.7m (up 151% from 1H 2021). Net loss: UK£8.42m (loss narrowed 78% from 1H 2021).Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 8 analysts covering Trainline expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£21.2m in 2023. Average annual earnings growth of 106% is required to achieve expected profit on schedule.Reported Earnings • Jun 04Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).Recent Insider Transactions • May 30Independent Non-Executive Director recently bought UK£102k worth of stockOn the 27th of May, Duncan Tatton-Brown bought around 35k shares on-market at roughly UK£2.87 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£6.3m more in shares than they bought in the last 12 months.Reported Earnings • May 07Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).Executive Departure • Mar 02CEO & Director Clare Gilmartin has left the companyOn the 28th of February, Clare Gilmartin's tenure as CEO & Director of the company ended. Clare personally held 7.71m shares (UK£36m worth) as of December 2020. This is 1.6% of the company. Clare is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 25New 90-day high: UK£5.19The company is up 15% from its price of UK£4.50 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.10 per share.Recent Insider Transactions • Feb 18CEO & Director recently sold UK£412k worth of stockOn the 15th of February, Clare Gilmartin sold around 84k shares on-market at roughly UK£4.90 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£2.9m. Clare has been a seller over the last 12 months, reducing personal holdings by UK£3.6m.Is New 90 Day High Low • Feb 06New 90-day high: UK£4.83The company is up 58% from its price of UK£3.06 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.07 per share.Recent Insider Transactions • Dec 05CFO & Director recently sold UK£2.9m worth of stockOn the 1st of December, Shaun McCabe sold around 600k shares on-market at roughly UK£4.80 per share. This was the largest sale by an insider in the last 3 months. This was Shaun's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 02New 90-day high: UK£4.80The company is up 23% from its price of UK£3.90 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.73 per share.業績と収益の成長予測BATS-CHIXE:TRNL - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/20294868212217082/29/202846480126178122/28/20274477697143112/28/20264538080133N/A11/30/20254507687134N/A8/31/20254487395136N/A5/31/20254456696137N/A2/28/20254425896138N/A11/30/202443556102144N/A8/31/202442954108150N/A5/31/20244134495136N/A2/29/20243973482122N/A11/30/20233782862101N/A8/31/2023359234181N/A5/31/2023343222360N/A2/28/202332721440N/A11/30/2022301156497N/A8/31/20222769125155N/A5/31/2022232-2147177N/A2/28/2022189-12170200N/A11/30/2021151-3690118N/A8/31/2021114-611037N/A5/31/202190-76-69-42N/A2/28/202167-91-147-121N/A11/30/2020115-61-119-92N/A8/31/2020163-30-91-62N/A5/31/2020212-56-29-1N/A2/29/2020261-813260N/A11/30/2019250-87N/A86N/A8/31/2019239-92N/A112N/A5/31/2019224-53N/A92N/A2/28/2019210-14N/A72N/A2/28/2018178-52N/A37N/A2/28/2017153-56N/A39N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TRNLの予測収益成長率 (年間0.9% ) は 貯蓄率 ( 3.4% ) を下回っています。収益対市場: TRNLの収益 ( 0.9% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: TRNLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TRNLの収益 ( 2.3% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: TRNLの収益 ( 2.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TRNLの 自己資本利益率 は、3年後には高くなると予測されています ( 38.4 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 09:21終値2026/05/20 00:00収益2026/02/28年間収益2026/02/28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Trainline plc 12 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。19 アナリスト機関Andrew RossBarclaysOwen ShirleyBerenbergAlexander James ShortBerenberg16 その他のアナリストを表示
お知らせ • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.
お知らせ • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).
お知らせ • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.
お知らせ • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.
お知らせ • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).
Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
Board Change • 8hInsufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Marie Lalleman was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.
お知らせ • Mar 12Trainline plc to Report Fiscal Year 2026 Results on May 06, 2026Trainline plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on May 06, 2026
お知らせ • Feb 25Trainline plc Announces Jody Ford Plans to Step Down as Chief Executive OfficerTrainline plc announced that Jody Ford intends to step down as Chief Executive Officer after more than six years at the Company. Jody will continue to lead Trainline as CEO through the transition to new leadership. The Board has commenced a formal search process for his successor.
お知らせ • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).
お知らせ • Sep 11+ 1 more updateTrainline plc to Report First Half, 2026 Results on Nov 05, 2025Trainline plc announced that they will report first half, 2026 results on Nov 05, 2025
お知らせ • May 30Trainline plc, Annual General Meeting, Jun 26, 2025Trainline plc, Annual General Meeting, Jun 26, 2025. Location: 120 holborn, ec1n 2td, london United Kingdom
お知らせ • Apr 18Trainline Plc (LSE:TRN) acquired Online Travel Solutions, S.L.Trainline Plc (LSE:TRN) agreed to acquire Online Travel Solutions, S.L. on April 17, 2025. Trainline Plc (LSE:TRN) completed acquisition of Online Travel Solutions, S.L. on April 17, 2025.
お知らせ • Mar 13+ 1 more updateTrainline Plc (LSE:TRN) announces an Equity Buyback for £75 million worth of its shares.Trainline Plc (LSE:TRN) announces a share repurchase program, Under the program, the company will repurchase £75 million worth of its shares. The shares repurchased under the program will either be cancelled or held in treasury. The repurchases will execute in two tranches. In respect of the first tranche, Trainline has entered into an instruction with Morgan Stanley & Co. International Plc for £37.5 million. In respect to the second tranche, Trainline has entered into an instruction with Numis Securities Limited which will be announced soon. The program will run for 12 months.
お知らせ • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.
お知らせ • Sep 12Trainline Plc to Report First Half, 2025 Results on Nov 07, 2024Trainline Plc announced that they will report first half, 2025 results on Nov 07, 2024
お知らせ • Jun 02Trainline Plc, Annual General Meeting, Jun 27, 2024Trainline Plc, Annual General Meeting, Jun 27, 2024. Location: 120 holborn, ec1n 2td, london United Kingdom
Reported Earnings • May 03Full year 2024 earnings released: EPS: UK£0.073 (vs UK£0.045 in FY 2023)Full year 2024 results: EPS: UK£0.073 (up from UK£0.045 in FY 2023). Revenue: UK£396.7m (up 21% from FY 2023). Net income: UK£34.0m (up 60% from FY 2023). Profit margin: 8.6% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.
Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£3.44. The fair value is estimated to be UK£2.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.
お知らせ • Mar 15Trainline Plc to Report Fiscal Year 2024 Results on May 03, 2024Trainline Plc announced that they will report fiscal year 2024 results on May 03, 2024
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.76, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.33 per share.
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to UK£3.25. The fair value is estimated to be UK£2.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 112% in the next 2 years.
お知らせ • Jan 17Trainline plc Announces Appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration CommitteesTrainline Plc announced the appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees with?? effect from 17 January 2024. Marie is currently a Non-executive Director at Criteo SA and Patrizia SE.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£3.24, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.68 per share.
Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.026 in 1H 2023). Revenue: UK£196.9m (up 19% from 1H 2023). Net income: UK£13.6m (up 12% from 1H 2023). Profit margin: 6.9% (down from 7.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£2.84, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 7.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.78 per share.
お知らせ • Sep 20Trainline Plc (LSE:TRN) commences an Equity Buyback Plan for 48,068,050 shares, representing 10% of its issued share capital, under the authorization approved on June 29, 2023.Trainline Plc (LSE:TRN) commences share repurchases on September 18, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 29, 2023. As per the mandate, the company is authorized to repurchase up to 48,068,050 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company. As of May 4, 2023, the company had 480,680,508 ordinary shares in issue and no ordinary shares in treasury. On September 14, 2023, the company announced a share repurchase program. Under the program, the company will repurchase £50 million worth of its shares. Any surplus capital thereafter may be returned to shareholders. The program will end no later than September 13, 2024.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£2.77, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.84 per share.
お知らせ • Sep 01Trainline Plc to Report First Half, 2024 Results on Nov 02, 2023Trainline Plc announced that they will report first half, 2024 results on Nov 02, 2023
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% 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 Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£2.38, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 21x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.20 per share.
Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Peter Wood was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 31Trainline Plc, Annual General Meeting, Jun 29, 2023Trainline Plc, Annual General Meeting, Jun 29, 2023, at 07:30 Coordinated Universal Time. Location: 1 Tanfield Edinburgh EH3 5DA Edinburgh United Kingdom
Reported Earnings • May 07Full year 2023 earnings released: EPS: UK£0.045 (vs UK£0.025 loss in FY 2022)Full year 2023 results: EPS: UK£0.045 (up from UK£0.025 loss in FY 2022). Revenue: UK£327.1m (up 74% from FY 2022). Net income: UK£21.2m (up UK£33.1m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022.
Reported Earnings • Nov 04First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£165.0m (up 112% from 1H 2022). Net income: UK£12.2m (up UK£20.6m from 1H 2022). Profit margin: 7.4% (up from net loss in 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
Board Change • Jul 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 06Full year 2022 earnings released: UK£0.025 loss per share (vs UK£0.19 loss in FY 2021)Full year 2022 results: UK£0.025 loss per share (up from UK£0.19 loss in FY 2021). Revenue: UK£188.5m (up 181% from FY 2021). Net loss: UK£11.9m (loss narrowed 87% from FY 2021). Over the next year, revenue is forecast to grow 46%, compared to a 34% growth forecast for the restaurants industry in the United Kingdom.
Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£2.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last year. Earnings per share has declined by 100% over the last year.
Reported Earnings • Nov 04First half 2022 earnings released: UK£0.018 loss per share (vs UK£0.081 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£77.7m (up 151% from 1H 2021). Net loss: UK£8.42m (loss narrowed 78% from 1H 2021).
Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 8 analysts covering Trainline expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£21.2m in 2023. Average annual earnings growth of 106% is required to achieve expected profit on schedule.
Reported Earnings • Jun 04Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).
Recent Insider Transactions • May 30Independent Non-Executive Director recently bought UK£102k worth of stockOn the 27th of May, Duncan Tatton-Brown bought around 35k shares on-market at roughly UK£2.87 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£6.3m more in shares than they bought in the last 12 months.
Reported Earnings • May 07Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).
Executive Departure • Mar 02CEO & Director Clare Gilmartin has left the companyOn the 28th of February, Clare Gilmartin's tenure as CEO & Director of the company ended. Clare personally held 7.71m shares (UK£36m worth) as of December 2020. This is 1.6% of the company. Clare is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 25New 90-day high: UK£5.19The company is up 15% from its price of UK£4.50 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.10 per share.
Recent Insider Transactions • Feb 18CEO & Director recently sold UK£412k worth of stockOn the 15th of February, Clare Gilmartin sold around 84k shares on-market at roughly UK£4.90 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£2.9m. Clare has been a seller over the last 12 months, reducing personal holdings by UK£3.6m.
Is New 90 Day High Low • Feb 06New 90-day high: UK£4.83The company is up 58% from its price of UK£3.06 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.07 per share.
Recent Insider Transactions • Dec 05CFO & Director recently sold UK£2.9m worth of stockOn the 1st of December, Shaun McCabe sold around 600k shares on-market at roughly UK£4.80 per share. This was the largest sale by an insider in the last 3 months. This was Shaun's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 02New 90-day high: UK£4.80The company is up 23% from its price of UK£3.90 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.73 per share.