View ValuationAena S.M.E 将来の成長Future 基準チェック /26Aena S.M.E利益と収益がそれぞれ年間3.8%と3.7%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23.1% 3.7%なると予測されています。主要情報3.8%収益成長率3.68%EPS成長率Infrastructure 収益成長5.3%収益成長率3.7%将来の株主資本利益率23.07%アナリストカバレッジGood最終更新日17 Aug 2026今後の成長に関する最新情報お知らせ • 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.すべての更新を表示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%).業績と収益の成長予測BIT:1AENA - アナリストの将来予測と過去の財務データ ( )EUR 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12/31/20287,2842,4571,3173,4421612/31/20277,1222,4161,6553,3221912/31/20266,8692,3391,7373,233196/30/20266,6132,2451,7652,906N/A3/31/20266,4602,1651,7202,875N/A12/31/20256,3052,1371,7282,787N/A9/30/20256,1722,0642,0032,920N/A6/30/20256,0412,0191,9732,825N/A3/31/20255,8861,9752,0672,844N/A12/31/20245,7931,9341,9242,747N/A9/30/20245,6751,9421,8662,668N/A6/30/20245,4701,8321,7732,573N/A3/31/20245,2631,7581,1942,439N/A12/31/20235,0551,6318372,220N/A9/30/20234,8261,3768192,209N/A6/30/20234,6501,2327382,126N/A3/31/20234,4601,0771,1682,025N/A12/31/20224,1979011,1351,863N/A9/30/20223,7622611,1131,818N/A6/30/20223,4661485761,286N/A3/31/20222,853-276-17731N/A12/31/20212,442-475-391280N/A9/30/20212,223-143-803-155N/A6/30/20211,941-302-923-375N/A3/31/20211,768-391-915-448N/A12/31/20202,195-127-356146N/A9/30/20202,73522015522N/A6/30/20203,4567122531,304N/A3/31/20204,3251,329N/A2,018N/A12/31/20194,4491,442N/A2,114N/A9/30/20194,4081,424N/A2,089N/A6/30/20194,3511,372N/A2,049N/A3/31/20194,2781,353N/A2,013N/A12/31/20184,2161,328N/A1,948N/A9/30/20184,1321,285N/A1,964N/A6/30/20184,0821,286N/A1,933N/A3/31/20184,0171,262N/A1,944N/A12/31/20173,9651,232N/A2,015N/A9/30/20173,9181,185N/A1,959N/A6/30/20173,8381,133N/A1,927N/A3/31/20173,7631,216N/A1,916N/A12/31/20163,7141,164N/A1,835N/A9/30/20163,6621,139N/A1,940N/A6/30/20163,5921,050N/A1,843N/A3/31/20163,529851N/A1,746N/A12/31/20153,462834N/A1,629N/A9/30/20153,397795N/A1,557N/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: 1AENAの予測収益成長率 (年間3.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 1AENAの収益 ( 3.8% ) Italian市場 ( 10.1% ) よりも低い成長が予測されています。高成長収益: 1AENA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: 1AENAの収益 ( 3.7% ) Italian市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: 1AENAの収益 ( 3.7% ) 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: 1AENA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 ( 23.1 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/08/21 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
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 • 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%).