Aena S.M.E（1AENA）株式概要アエナS.M.E., S.A.はその子会社とともに、スペイン、ブラジル、英国、メキシコ、コロンビアの空港経営に携わっている。 詳細1AENA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性4/6配当金3/6報酬株価収益率（ 18 x）は、 Infrastructure業界平均（ 20.9 x）を下回っています。収益は年間3.83%増加すると予測されています 過去1年間で収益は11.2%増加しました リスク分析多額の負債を抱えている 4.05%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る1AENA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW464,700 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA464,700 investors already sharing narrativesYour Fair Value€Current Price€26.9419.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-302m8b2016201920222025202620282031Revenue €7.9bEarnings €2.7bAdvancedSet Fair ValueView all narrativesAena S.M.E., S.A. 競合他社ENAVSymbol: BIT:ENAVMarket cap: €2.7bAeroporto Guglielmo Marconi di BolognaSymbol: BIT:ADBMarket cap: €359.1mToscana AeroportiSymbol: BIT:TYAMarket cap: €335.9mAirports of ThailandSymbol: SET:AOTMarket cap: ฿957.1b価格と性能株価の高値、安値、推移の概要Aena S.M.E過去の株価現在の株価€26.9452週高値€29.0252週安値€22.21ベータ0.761ヶ月の変化2.59%3ヶ月変化12.72%1年変化5.25%3年間の変化92.50%5年間の変化97.87%IPOからの変化64.92%最新ニュースReported Earnings • Jul 30Second quarter 2026 earnings released: EPS: €0.45 (vs €0.40 in 2Q 2025)Second quarter 2026 results: EPS: €0.45 (up from €0.40 in 2Q 2025). Revenue: €1.81b (up 9.2% from 2Q 2025). Net income: €672.5m (up 14% from 2Q 2025). Profit margin: 37% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €27.60. The fair value is estimated to be €22.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.22 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.20 in 1Q 2025). Revenue: €1.47b (up 12% from 1Q 2025). Net income: €329.4m (up 9.3% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.お知らせ • Apr 22Aena S.M.E., S.A. to Report Q1, 2026 Results on Apr 29, 2026Aena S.M.E., S.A. announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026Upcoming Dividend • Apr 16Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 27 April 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 95% respectively. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (3.7%).Declared Dividend • Mar 02Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 23rd April 2026 Payment date: 27th April 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • Jul 30Second quarter 2026 earnings released: EPS: €0.45 (vs €0.40 in 2Q 2025)Second quarter 2026 results: EPS: €0.45 (up from €0.40 in 2Q 2025). Revenue: €1.81b (up 9.2% from 2Q 2025). Net income: €672.5m (up 14% from 2Q 2025). Profit margin: 37% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €27.60. The fair value is estimated to be €22.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.22 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.20 in 1Q 2025). Revenue: €1.47b (up 12% from 1Q 2025). Net income: €329.4m (up 9.3% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.お知らせ • Apr 22Aena S.M.E., S.A. to Report Q1, 2026 Results on Apr 29, 2026Aena S.M.E., S.A. announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026Upcoming Dividend • Apr 16Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 27 April 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 95% respectively. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (3.7%).Declared Dividend • Mar 02Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 23rd April 2026 Payment date: 27th April 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27Aena S.M.E., S.A. announces Annual dividend, payable on April 27, 2026Aena S.M.E., S.A. announced Annual dividend of EUR 0.8829 per share payable on April 27, 2026, ex-date on April 23, 2026 and record date on April 24, 2026.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €1.42 (vs €1.29 in FY 2024)Full year 2025 results: EPS: €1.42 (up from €1.29 in FY 2024). Revenue: €6.29b (up 8.6% from FY 2024). Net income: €2.14b (up 11% from FY 2024). Profit margin: 34% (in line with FY 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.お知らせ • Feb 26Aena S.M.E., S.A., Annual General Meeting, Apr 16, 2026Aena S.M.E., S.A., Annual General Meeting, Apr 16, 2026.お知らせ • Dec 19Aena S.M.E., S.A. (BME:AENA) entered into a binding agreement to acquire 51% stake in in a newly formed holding company from InfraBridge in a transaction valued at £270 million.Aena S.M.E., S.A. (BME:AENA) entered into a binding agreement to acquire 51% stake in in a newly formed holding company from InfraBridge in a transaction valued at £270 million on December 18, 2025. The transaction values the stake being acquire at approximately GBP 270 million, subject to customary adjustments. The newly formed holding company owns 100% stake in Leeds Bradford Airport Limited and 49% stake in Newcastle International Airport Limited. Following the transaction, InfraBridge will continue to manage a 49% shareholding in the holding company. The transaction is subject to customary conditions to closing, including regulatory approvals, and completion will take place once all such conditions have been satisfied.お知らせ • Oct 31Aena S.M.E., S.A. Confirms Traffic Guidance for the Full Year 2025Aena S.M.E., S.A. confirmed traffic guidance for the full year 2025. for the year, the company confirm traffic guidance of 3.4% year-on-year.Reported Earnings • Oct 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €1.78b (up 7.8% from 3Q 2024). Net income: €685.7m (up 6.9% from 3Q 2024). Profit margin: 39% (in line with 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.お知らせ • Oct 22Aena S.M.E., S.A. to Report Q3, 2025 Results on Oct 29, 2025Aena S.M.E., S.A. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025Reported Earnings • Jul 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.66b (up 11% from 2Q 2024). Net income: €592.4m (up 8.2% from 2Q 2024). Profit margin: 36% (in line with 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.Reported Earnings • May 05First quarter 2025 earnings released: EPS: €2.01 (vs €1.74 in 1Q 2024)First quarter 2025 results: EPS: €2.01 (up from €1.74 in 1Q 2024). Revenue: €1.32b (up 7.6% from 1Q 2024). Net income: €301.3m (up 15% from 1Q 2024). Profit margin: 23% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24Aena S.M.E., S.A. to Report Q1, 2025 Results on Apr 30, 2025Aena S.M.E., S.A. announced that they will report Q1, 2025 results Pre-Market on Apr 30, 2025Upcoming Dividend • Apr 15Upcoming dividend of €7.91 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 24 April 2025. Payout ratio and cash payout ratio are on the higher end at 76% and 76% respectively. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (6.1%). Lower than average of industry peers (7.9%).株主還元1AENAIT InfrastructureIT 市場7D1.9%-1.0%-1.6%1Y5.3%14.5%18.2%株主還元を見る業界別リターン: 1AENA過去 1 年間で14.5 % の収益を上げたItalian Infrastructure業界を下回りました。リターン対市場: 1AENAは、過去 1 年間で18.2 % のリターンを上げたItalian市場を下回りました。価格変動Is 1AENA's price volatile compared to industry and market?1AENA volatility1AENA Average Weekly Movement2.9%Infrastructure Industry Average Movement3.7%Market Average Movement4.2%10% most volatile stocks in IT Market7.9%10% least volatile stocks in IT Market2.8%安定した株価: 1AENA 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1AENAの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199110,978Maurici Lucena Betriuwww.aena.esAena S.M.E., S.A.はその子会社とともに、スペイン、ブラジル、英国、メキシコ、コロンビアの空港運営に携わっている。空港事業、不動産サービス事業、AIRM事業、国際事業を行っている。また、空港ターミナル内の商業スペース、駐車場、VIPエリアのネットワークも管理し、土地、オフィスビル、倉庫、格納庫、貨物船の使用権を航空会社、航空貨物事業者、ハンドリング・エージェント、その他の空港サービス・プロバイダーにリースまたは割り当てている。さらに、免税店、飲食店、専門店の運営、レンタカー、広告、手荷物包装機、その他の自動販売機、薬局、タバコ屋、宝くじ販売店などの規制サービス、両替、付加価値税払い戻し、ATMなどの金融サービスの提供、国際空港へのアドバイザリーサービスも行っている。同社は以前はAena, S.A.として知られていたが、2017年4月にAena S.M.E., S.A.に社名を変更した。Aena S.M.E., S.A.は1991年に設立され、スペインのマドリードに本社を置いている。同社はEntidad Pública Empresarial ENAIREの子会社として運営されている。もっと見るAena S.M.E., S.A. 基礎のまとめAena S.M.E の収益と売上を時価総額と比較するとどうか。1AENA 基礎統計学時価総額€40.02b収益（TTM）€2.24b売上高(TTM)€6.61b18.0xPER（株価収益率6.1xP/Sレシオ1AENA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1AENA 損益計算書（TTM）収益€6.61b売上原価€1.28b売上総利益€5.33bその他の費用€3.09b収益€2.24b直近の収益報告Jun 30, 2026次回決算日Oct 28, 2026一株当たり利益（EPS）1.50グロス・マージン80.60%純利益率33.95%有利子負債／自己資本比率91.1%1AENA の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.0%現在の配当利回り73%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 08:28終値2026/08/21 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの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Aena S.M.E., S.A. 19 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。41 アナリスト機関null nullBanco de Sabadell. S.A.José ArroyasBanco SantanderAndrew LobbenbergBarclays38 その他のアナリストを表示
Reported Earnings • Jul 30Second quarter 2026 earnings released: EPS: €0.45 (vs €0.40 in 2Q 2025)Second quarter 2026 results: EPS: €0.45 (up from €0.40 in 2Q 2025). Revenue: €1.81b (up 9.2% from 2Q 2025). Net income: €672.5m (up 14% from 2Q 2025). Profit margin: 37% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €27.60. The fair value is estimated to be €22.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.22 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.20 in 1Q 2025). Revenue: €1.47b (up 12% from 1Q 2025). Net income: €329.4m (up 9.3% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Apr 22Aena S.M.E., S.A. to Report Q1, 2026 Results on Apr 29, 2026Aena S.M.E., S.A. announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026
Upcoming Dividend • Apr 16Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 27 April 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 95% respectively. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (3.7%).
Declared Dividend • Mar 02Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 23rd April 2026 Payment date: 27th April 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 30Second quarter 2026 earnings released: EPS: €0.45 (vs €0.40 in 2Q 2025)Second quarter 2026 results: EPS: €0.45 (up from €0.40 in 2Q 2025). Revenue: €1.81b (up 9.2% from 2Q 2025). Net income: €672.5m (up 14% from 2Q 2025). Profit margin: 37% (up from 36% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €27.60. The fair value is estimated to be €22.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: €0.22 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.20 in 1Q 2025). Revenue: €1.47b (up 12% from 1Q 2025). Net income: €329.4m (up 9.3% from 1Q 2025). Profit margin: 22% (in line with 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Apr 22Aena S.M.E., S.A. to Report Q1, 2026 Results on Apr 29, 2026Aena S.M.E., S.A. announced that they will report Q1, 2026 results Pre-Market on Apr 29, 2026
Upcoming Dividend • Apr 16Upcoming dividend of €0.88 per shareEligible shareholders must have bought the stock before 23 April 2026. Payment date: 27 April 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 95% respectively. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (3.7%).
Declared Dividend • Mar 02Dividend of €0.88 announcedShareholders will receive a dividend of €0.88. Ex-date: 23rd April 2026 Payment date: 27th April 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27Aena S.M.E., S.A. announces Annual dividend, payable on April 27, 2026Aena S.M.E., S.A. announced Annual dividend of EUR 0.8829 per share payable on April 27, 2026, ex-date on April 23, 2026 and record date on April 24, 2026.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: €1.42 (vs €1.29 in FY 2024)Full year 2025 results: EPS: €1.42 (up from €1.29 in FY 2024). Revenue: €6.29b (up 8.6% from FY 2024). Net income: €2.14b (up 11% from FY 2024). Profit margin: 34% (in line with FY 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Feb 26Aena S.M.E., S.A., Annual General Meeting, Apr 16, 2026Aena S.M.E., S.A., Annual General Meeting, Apr 16, 2026.
お知らせ • Dec 19Aena S.M.E., S.A. (BME:AENA) entered into a binding agreement to acquire 51% stake in in a newly formed holding company from InfraBridge in a transaction valued at £270 million.Aena S.M.E., S.A. (BME:AENA) entered into a binding agreement to acquire 51% stake in in a newly formed holding company from InfraBridge in a transaction valued at £270 million on December 18, 2025. The transaction values the stake being acquire at approximately GBP 270 million, subject to customary adjustments. The newly formed holding company owns 100% stake in Leeds Bradford Airport Limited and 49% stake in Newcastle International Airport Limited. Following the transaction, InfraBridge will continue to manage a 49% shareholding in the holding company. The transaction is subject to customary conditions to closing, including regulatory approvals, and completion will take place once all such conditions have been satisfied.
お知らせ • Oct 31Aena S.M.E., S.A. Confirms Traffic Guidance for the Full Year 2025Aena S.M.E., S.A. confirmed traffic guidance for the full year 2025. for the year, the company confirm traffic guidance of 3.4% year-on-year.
Reported Earnings • Oct 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €1.78b (up 7.8% from 3Q 2024). Net income: €685.7m (up 6.9% from 3Q 2024). Profit margin: 39% (in line with 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.
お知らせ • Oct 22Aena S.M.E., S.A. to Report Q3, 2025 Results on Oct 29, 2025Aena S.M.E., S.A. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
Reported Earnings • Jul 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.66b (up 11% from 2Q 2024). Net income: €592.4m (up 8.2% from 2Q 2024). Profit margin: 36% (in line with 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.
Reported Earnings • May 05First quarter 2025 earnings released: EPS: €2.01 (vs €1.74 in 1Q 2024)First quarter 2025 results: EPS: €2.01 (up from €1.74 in 1Q 2024). Revenue: €1.32b (up 7.6% from 1Q 2024). Net income: €301.3m (up 15% from 1Q 2024). Profit margin: 23% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24Aena S.M.E., S.A. to Report Q1, 2025 Results on Apr 30, 2025Aena S.M.E., S.A. announced that they will report Q1, 2025 results Pre-Market on Apr 30, 2025
Upcoming Dividend • Apr 15Upcoming dividend of €7.91 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 24 April 2025. Payout ratio and cash payout ratio are on the higher end at 76% and 76% respectively. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (6.1%). Lower than average of industry peers (7.9%).
