Cactus, Inc.

NYSE:WHD 株式レポート

時価総額：US$5.0b

Cactus 将来の成長

Future 基準チェック /46

Cactus利益と収益がそれぞれ年間53.3%と14.5%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17% 53.4%なると予測されています。

主要情報

53.3%

収益成長率

53.40%

EPS成長率

Energy Services 収益成長21.3%
収益成長率14.5%
将来の株主資本利益率16.96%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

分析記事 • Aug 03

Cactus, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Cactus, Inc. ( NYSE:WHD ) shares in the week since its second-quarter...

Recent updates

分析記事 • May 15

There May Be Reason For Hope In Cactus' (NYSE:WHD) Disappointing Earnings

Shareholders appeared unconcerned with Cactus, Inc.'s ( NYSE:WHD ) lackluster earnings report last week. Our analysis...
ナラティブの更新 • Apr 26

WHD: International Expansion And Margin Execution Will Guide Post Selloff Repricing Prospects

Narrative Update on Cactus The analyst price target for Cactus has been raised by $1.67 to reflect updated fair value assumptions and recent research, with analysts highlighting what they see as solid recent results, a reset of expectations around the International and Surface Pressure Control businesses, and potential margin optimization across U.S. and international markets. Analyst Commentary Recent research on Cactus has centered on the reset in expectations around its International and Surface Pressure Control businesses, along with updated views on margin potential and valuation.
ナラティブの更新 • Apr 12

WHD: International Expansion And Margin Optimization Will Shape Post Selloff Repricing Potential

Analysts have lifted the average price target on Cactus to the low $60s, reflecting updated views that see recent post earnings weakness as overdone, supported by expectations for growth in the International and Surface Pressure Control businesses, and continued margin optimization across U.S. and international markets. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into the low US$60s, framing the recent pullback after earnings as creating a more appealing entry point relative to their updated expectations.
ナラティブの更新 • Mar 27

WHD: International Expansion And Margin Optimization Will Support Repricing After Earnings Selloff

Narrative Update on Cactus The analyst price target for Cactus has moved from $51.50 to about $56.56, with analysts pointing to a solid Q4 report, views that the recent post earnings selloff was a surprising overreaction, and expectations around international growth and margin optimization as key drivers of their updated views. Analyst Commentary Recent research on Cactus highlights a mix of optimism around growth initiatives and caution around execution risks, especially following the post earnings share reaction.
ナラティブの更新 • Mar 13

WHD: International Expansion And Margin Work May Support Higher Future Upside

Analysts have nudged their average price target on Cactus higher into the low $60s, citing a solid Q4 report, what they see as an overdone post earnings selloff, and expectations that the recently acquired international pressure control business and ongoing margin optimization could support the updated fair value estimate of about $69.0 per share. Analyst Commentary Recent research has leaned supportive of Cactus, with several bullish analysts lifting their price targets into the low to mid $60s and initiating coverage with targets above that range.
ナラティブの更新 • Feb 27

WHD: International Expansion May Usher In New Era Of Transformative Growth

Analysts have raised their price target on Cactus from $57.00 to about $69.54, citing expectations for a “new era of transformative growth” supported by international expansion of the Surface Pressure Control business and potential margin optimization across U.S. and overseas markets. Analyst Commentary Bullish analysts are framing the recent price target increase on Cactus as part of a broader re-rating story tied to execution on international expansion and profitability.
新しいナラティブ • Feb 25

Tariff Reliance And Vietnam Sourcing Expansion Will Pressure Margins And Future Earnings

Catalysts About Cactus Cactus supplies pressure control equipment and spoolable pipe products to energy producers across U.S. land and international markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 13

WHD: Stable Assumptions And Slight P/E Shift Will Sustain Overvaluation

Analysts kept their $51.50 price target for Cactus unchanged, citing steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as support for maintaining their outlook. Valuation Changes Fair Value: Steady at $51.50, with no change in the modelled estimate.
ナラティブの更新 • Jan 30

WHD: Slightly Higher Multiple And Margins Will Support Fair Value Outlook

Analysts have nudged their price target for Cactus higher from US$48.63 to US$51.50, reflecting updated assumptions around slightly adjusted revenue growth, a modestly different discount rate, a small shift in expected profit margins, and a revised forward P/E multiple. Valuation Changes Fair Value Estimate: Price target moved from US$48.63 to US$51.50, representing a small upward adjustment in the modelled valuation.
ナラティブの更新 • Nov 29

WHD: Rising Revenue Expectations And Lower P E Ratio Will Drive Upside

Analysts have raised their price target for Cactus, increasing it slightly from $48.38 to $48.63. This reflects modest expectations of stronger revenue growth, a small uptick in the discount rate, and updated profit and valuation forecasts.
ナラティブの更新 • Nov 15

WHD: Profit Margin Recovery And Discount Rate Will Support Higher Share Prices

Analysts have updated their price target for Cactus, maintaining the fair value estimate at $48.38. They have adjusted expectations based on lowered profit margin projections and a higher anticipated future price-to-earnings ratio.
分析記事 • Nov 09

Even With A 28% Surge, Cautious Investors Are Not Rewarding Cactus, Inc.'s (NYSE:WHD) Performance Completely

Cactus, Inc. ( NYSE:WHD ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブの更新 • Nov 01

WHD: Increased Margins And Slower Revenue Will Shape Market Performance

Analysts have slightly lowered their price target for Cactus to $48.38 from $48.50. They cite updated expectations for slower revenue growth, but a stronger profit margin outlook.
ナラティブの更新 • Oct 17

Middle East Expansion And Rising Energy Demand Will Transform Markets

Analysts have slightly lowered their price target for Cactus from $49.63 to $48.50. They cite modest adjustments to revenue growth and discount rate projections, along with improving profit margin expectations.
Seeking Alpha • Sep 19

Cactus: Stable Margins, Expanding Strategy Beyond North America

Summary Cactus faces margin pressure from steel tariffs and softening frac activity but maintains strong liquidity and operational discipline. WHD's international expansion via the Baker Hughes Surface Pressure Control deal and growth in spoolable pipe, CCUS, and hydrogen provide long-term upside. Despite near-term EBITDA moderation, cost control and efficiency gains support margin stability, though the stock remains relatively overvalued vs. peers. Read the full article on Seeking Alpha
分析記事 • Aug 21

Cactus (NYSE:WHD) Has Announced That It Will Be Increasing Its Dividend To $0.14

The board of Cactus, Inc. ( NYSE:WHD ) has announced that the dividend on 18th of September will be increased to $0.14...
分析記事 • Aug 03

Cactus, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Cactus, Inc. ( NYSE:WHD ) shares in the week since its second-quarter...
分析記事 • Jun 29

If EPS Growth Is Important To You, Cactus (NYSE:WHD) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Feb 20

Cactus: Catching A Tailwind From Deregulation

Summary Cactus Inc. has consistently posted strong EPS growth despite fluctuating political climates, demonstrating resilience and industry dominance. President Trump's deregulatory policies favor Cactus, boosting oil and gas production and benefiting the company's growth and profitability. Cactus has impressive financial metrics: 58% EPS growth, 21.4% revenue growth, 19.6% return on equity, and 16.6% net margins. Future growth prospects are strong, with potential surges in oil and gas demand aligning well with Cactus's capacity and market position. Read the full article on Seeking Alpha
Seeking Alpha • Oct 06

Cactus Looks To Strengthen Margin Despite The Challenges

Summary WHD maintains a "hold" rating due to steady product innovation, cost minimization, and Middle East expansion, despite challenges in US drilling activity and international shipments. The company benefits from new wellhead systems, spoolable technology, and Flexsteel acquisition, enhancing cost structure and operational efficiency. WHD's strong balance sheet and liquidity support dividend hikes, but geopolitical risks pose potential threats. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 30

Next-Generation Wellhead Innovation Sparks Efficiency, Expansion, And Investor Confidence

Introduction of a next-gen wellhead system and expansion into international markets are set to enhance efficiency and broaden revenue sources.
Seeking Alpha • Jul 02

Cactus, Inc. Is Too Spiny

Summary Cactus, Inc. is a $3.4 billion market oilfield service company supplying wellhead equipment. Its dividend is small at 0.9%. Energy sector consolidation has reduced the demand for oilfield service companies like Cactus. For shale, this is somewhat offset by the need for constant drilling to replenish quick-decline reserves. 82% of Cactus’ equity is in publicly traded Class A shares; 18% is non-public Class B shares. The three top executives are family members, so related to one another. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:WHD - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/20281,772N/A332N/A2
12/31/20271,6902113063566
12/31/20261,5811532343175
3/31/20261,18773307345N/A
12/31/20251,079166220258N/A
9/30/20251,090173208253N/A
6/30/20251,119181232276N/A
3/31/20251,136191230271N/A
12/31/20241,130185277316N/A
9/30/20241,133188304341N/A
6/30/20241,127190298336N/A
3/31/20241,143165330366N/A
12/31/20231,097169296340N/A
9/30/20231,010151247288N/A
6/30/2023906130200238N/A
3/31/2023771132125161N/A
12/31/202268811090118N/A
9/30/2022631946690N/A
6/30/2022561754769N/A
3/31/2022500594665N/A
12/31/2021439505064N/A
9/30/2021377386174N/A
6/30/2021321317384N/A
3/31/20212792796114N/A
12/31/202034934119143N/A
9/30/202042149142183N/A
6/30/202052262165214N/A
3/31/202062478166221N/A
12/31/201962886N/A210N/A
9/30/201962884N/A193N/A
6/30/201961884N/A185N/A
3/31/201958875N/A163N/A
12/31/201854452N/A167N/A
9/30/2018509101N/A138N/A
6/30/201845483N/A109N/A
3/31/201839870N/A67N/A
12/31/201734167N/A35N/A
9/30/201728632N/A15N/A
6/30/2017227-2N/A7N/A
3/31/2017178-4N/A13N/A
12/31/2016155-8N/A24N/A
12/31/201522111N/A46N/A

アナリストによる今後の成長予測

収入対貯蓄率: WHDの予測収益成長率 (年間53.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: WHDの収益 ( 53.3% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: WHDの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: WHDの収益 ( 14.5% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: WHDの収益 ( 14.5% ) 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: WHDの 自己資本利益率 は、3年後には低くなると予測されています ( 17 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/27 07:41
終値2026/05/27 00:00
収益2026/03/31
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
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

Cactus, Inc. 6 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。16

アナリスト機関
J. David AndersonBarclays
J. David AndersonBarclays
Saurabh PantBofA Global Research