BT Group plc

LSE:BT.A 株式レポート

時価総額:UK£22.0b

BT Group 過去の業績

過去 基準チェック /36

BT Groupの収益は年間平均-8.1%の割合で減少していますが、 Telecom業界の収益は年間 増加しています。収益は年間8.5% 1.2%割合で 減少しています。 BT Groupの自己資本利益率は8.6%であり、純利益率は5.5%です。

主要情報

-8.13%

収益成長率

-10.61%

EPS成長率

Telecom 業界の成長14.50%
収益成長率-1.23%
株主資本利益率8.57%
ネット・マージン5.48%
次回の業績アップデート11 Jun 2026

最近の業績更新

分析記事 May 29

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

The market seemed underwhelmed by last week's earnings announcement from BT Group plc ( LON:BT.A ) despite the healthy...

Recent updates

ナラティブの更新 May 03

BT.A: Fibre Monetisation Execution Risks Will Likely Restrain Free Cash Flow Upside

Analysts have nudged their average price targets on BT Group higher, with recent moves to around £1.50 per share, helped by views that fibre monetisation could support stronger free cash flow over time. Analyst Commentary Recent research on BT Group has included both positive and cautious viewpoints, giving you a mixed picture of how the market is framing the current setup.
ナラティブの更新 Apr 19

BT.A: Fibre Monetisation And Execution Risks Will Likely Cap Future Upside

Narrative Update on BT Group The analyst price target for BT Group has increased to £1.43 from £1.40. Analysts attribute this change to updated assumptions around softer expected revenue declines, a much stronger profit margin profile, a lower discount rate, a recalibrated future P/E, recent target increases from £1.40 to £1.50, and a continued focus on fibre-driven free cash flow potential.
ナラティブの更新 Apr 04

BT.A: Fiber Monetisation Will Support Future Re Rating On Cash Generation Potential

BT Group's analyst price targets have moved higher, with recent raises to £1.50 and £2.50 and fresh conviction list inclusion, as analysts point to updated fair value assumptions, expectations around fiber monetization, and future P/E levels. Analyst Commentary Recent research updates cluster around higher price targets and renewed attention on BT Group, with several bullish analysts highlighting valuation support and execution on long term initiatives such as fiber.
ナラティブの更新 Mar 21

BT.A: Execution Risks In Fiber Monetization Will Limit Future Upside

The analyst price target for BT Group has moved higher into a £1.50 to £2.50 range, with analysts pointing to improving fiber monetization and free cash flow potential as key reasons for the shift. Analyst Commentary Recent Street research highlights a mixed backdrop for BT Group, with price targets now spread across a relatively wide £1.50 to £2.50 range and different views on how quickly fiber investments might translate into cash returns.
ナラティブの更新 Mar 06

BT.A: Fiber Monetisation Will Support Re-Rating On Stronger Cash Generation

Analysts have nudged their average price target on BT Group higher, with recent moves ranging from £1.40 to £2.50. They point to fibre monetisation and improved cash flow expectations, alongside slightly adjusted discount rate, revenue growth and profit margin assumptions.
ナラティブの更新 Feb 20

BT.A: Execution Risks Around Margin Assumptions Will Limit Future Upside

Analysts have lifted their fair value estimate for BT Group from £1.35 to £1.40, reflecting updated assumptions around the discount rate, margins, future P/E and a recent move in Street price targets, including an increase from £2.40 to £2.50 by one firm. Analyst Commentary While the latest fair value adjustment and some Street targets support a modestly higher valuation for BT Group, not every analyst is leaning positive.
ナラティブの更新 Feb 05

BT.A: Fiber And 5G Execution Will Support Re-Rating On Improved Confidence

Analysts recently lifted their price target on BT Group to £2.50 from £2.40, citing updated assumptions around discount rates, profit margins, and forward P/E expectations as key drivers of the revised view. Analyst Commentary Bullish analysts are signaling increased confidence in BT Group's equity story, reflected in the adjusted price target to £2.50.
ナラティブの更新 Jan 22

BT.A: Fiber And 5G Execution Will Support Re-Rating On Rising Confidence

Analysts have nudged their price target on BT Group from £2.40 to £2.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts lifting the price target to £2.50 signal increased confidence that recent assumptions on discount rate, revenue trends, margins and future P/E can justify a higher valuation range.
ナラティブの更新 Jan 08

BT.A: Higher Cybersecurity Spend And Thin Margins Will Restrain Future Upside

Analysts have lifted their price target for BT Group to £1.35, highlighting updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as key drivers of the revised view. What's in the News BT partnered with Pindrop to offer voice security solutions to UK enterprise customers, integrating technologies such as Pindrop Protect and Pindrop Passport to address rising contact centre fraud and deepfake risks.
分析記事 Dec 30

What You Can Learn From BT Group plc's (LON:BT.A) P/E

BT Group plc's ( LON:BT.A ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a sell right now...
ナラティブの更新 Dec 17

BT.A: Fiber And 5G Execution Will Drive Re-Rating Potential Ahead

Analysts have trimmed their price target on BT Group to GBP 1.50 from GBP 2.25, reflecting more cautious expectations for sector consolidation benefits and a modestly lower projected valuation multiple, despite slightly improved growth and margin assumptions. Analyst Commentary Recent Street research indicates that sentiment around BT Group remains mixed, with some caution on execution and sector dynamics offset by pockets of optimism on valuation and potential strategic catalysts.
ナラティブの更新 Dec 03

BT.A: Sector Mergers Will Drive Future Upside Despite Recent Rating Downgrades

Analysts have trimmed their average price target on BT Group from 225 GBp to 150 GBp, citing a less favorable relative outlook as sector merger dynamics and modestly softer growth expectations temper the company’s risk reward profile. Analyst Commentary Recent rating changes reflect a more balanced, wait and see stance on BT Group, with analysts reassessing the companys relative positioning as sector consolidation and shifting capital allocation priorities reshape the competitive landscape.
分析記事 Nov 24

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

BT Group plc ( LON:BT.A ) has announced that it will pay a dividend of £0.0245 per share on the 11th of February. This...
ナラティブの更新 Nov 19

BT.A: Sector Mergers Will Drive Near-Term Share Momentum Despite Operational Risks

BT Group's analyst price target has been adjusted slightly lower to approximately £2.06 per share from £2.07. This reflects analysts’ updated views on sector dynamics and modest changes to growth and profitability expectations.
分析記事 Nov 09

BT Group's (LON:BT.A) Dividend Will Be £0.0245

BT Group plc's ( LON:BT.A ) investors are due to receive a payment of £0.0245 per share on 11th of February. Based on...
分析記事 Nov 07

BT Group's (LON:BT.A) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 Nov 01

BT.A: Telecom Sector Resilience And Industry Mergers Will Drive Near-Term Outperformance

Analysts have lowered their price targets on BT Group, with reductions ranging from £2.25 to £1.40 per share. They cite concerns about ongoing revenue pressures and expected further declines in key business segments.
ナラティブの更新 Oct 18

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

BT Group’s updated analyst price targets reflect a modest range of downward and upward revisions, now spanning from £1.40 to £2.25 per share. Analysts cite imminent telecom sector mergers and declining Openreach performance among the key factors behind these changed outlooks.
ナラティブの更新 Oct 03

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

The consensus analyst price target for BT Group has decreased slightly, falling by £0.03 to £2.07. Analysts cite sector downgrades and expectations of slower revenue growth as key drivers for the revised outlook.
分析記事 Sep 26

Is BT Group (LON:BT.A) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Sep 08

Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

BT Group plc's ( LON:BT.A ) price-to-earnings (or "P/E") ratio of 19x might make it look like a sell right now compared...
ナラティブの更新 Sep 04

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

Analysts maintain a cautious view on BT Group due to persistent concerns over Openreach’s declining external revenue and ongoing business uncertainty, resulting in an unchanged consensus price target of £2.10. Analyst Commentary Bearish analysts highlight continued concerns about Openreach's external revenue, which transitioned to decline in 2024/25 with expectations for further deterioration.
分析記事 Jul 24

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

BT Group plc ( LON:BT.A ) will increase its dividend on the 10th of September to £0.0576, which is 1.2% higher than...
分析記事 Jul 09

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group plc ( LON:BT.A ) will increase its dividend on the 10th of September to £0.0576, which is 1.2% higher than...
分析記事 Jul 02

Returns On Capital At BT Group (LON:BT.A) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Jun 12

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group plc ( LON:BT.A ) has announced that it will be increasing its periodic dividend on the 10th of September to...
分析記事 May 29

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

The market seemed underwhelmed by last week's earnings announcement from BT Group plc ( LON:BT.A ) despite the healthy...
分析記事 May 25

BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576

BT Group plc ( LON:BT.A ) will increase its dividend on the 10th of September to £0.0576, which is 1.2% higher than...
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新しいナラティブ Nov 08

Fiber And 5G Expansion To Drive Growth Amidst Global Transformation

Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth.

収支内訳

BT 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

LSE:BT.A 収益、費用、利益 ( )GBP Millions
日付収益収益G+A経費研究開発費
31 Mar 2619,6541,0778480
31 Dec 2519,8531,0148740
30 Sep 2520,0519509000
30 Jun 2520,2051,0029210
31 Mar 2520,3581,0549410
31 Dec 2420,4339109700
30 Sep 2420,5077669980
30 Jun 2420,6528111,0180
31 Mar 2420,7978551,0380
31 Dec 2320,6901,4351,8650
30 Sep 2320,7221,8561,0310
30 Jun 2320,7521,9051,3460
31 Mar 2320,6811,9051,0900
31 Dec 2220,7671,7084140
30 Sep 2220,9111,7361,1250
30 Jun 2220,9131,6944140
31 Mar 2220,8501,2741,0420
31 Dec 2120,9491,0824050
30 Sep 2121,0461,0478930
30 Jun 2121,1541,0264050
31 Mar 2121,3311,4724050
31 Dec 2021,7171,4843030
30 Sep 2022,0281,5224270
30 Jun 2022,5201,6773030
31 Mar 2022,9051,7344270
31 Dec 1923,1162,0393220
30 Sep 1923,3072,1753220
30 Jun 1923,3462,1153220
31 Mar 1923,4282,1593220
31 Dec 1823,5252,36800
30 Sep 1823,5252,2753170
30 Jun 1823,6042,29600
31 Mar 1823,7232,0323170
31 Dec 1723,8781,69000
30 Sep 1724,0361,56300
30 Jun 1724,1221,60500
31 Mar 1724,0621,9083650
31 Dec 1623,5102,23600
30 Sep 1622,0122,62800
30 Jun 1620,4272,54300
31 Mar 1619,0122,46600
31 Dec 1518,1512,44800
30 Sep 1517,9962,24000
30 Jun 1517,9852,20500

質の高い収益: BT.Aには£607.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: BT.Aの現在の純利益率 (5.5%)は、昨年(5.2%)よりも高くなっています。


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: BT.Aの収益は過去 5 年間で年間8.1%減少しました。

成長の加速: BT.Aの過去 1 年間の収益成長率 ( 2.2% ) は、5 年間の平均 ( 年間-8.1%を上回っています。

収益対業界: BT.Aの過去 1 年間の収益成長率 ( 2.2% ) はTelecom業界-1.3%を上回りました。


株主資本利益率

高いROE: BT.Aの 自己資本利益率 ( 8.6% ) は 低い 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2026/05/22 15:41
終値2026/05/22 00:00
収益2026/03/31
年間収益2026/03/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

BT Group 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。38

アナリスト機関
Andrew Charles BealeArete Research Services LLP
John DaviesBanco Santander
Maurice PatrickBarclays