Cactus 過去の業績
過去 基準チェック /26
Cactusは、平均年間24.3%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間43.7% 22.9%収益成長率で 成長しています。 Cactusの自己資本利益率は11.4%であり、純利益率は6.2%です。
主要情報
24.25%
収益成長率
20.64%
EPS成長率
| Energy Services 業界の成長 | 23.71% |
| 収益成長率 | 22.95% |
| 株主資本利益率 | 11.41% |
| ネット・マージン | 6.17% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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...分析記事 • May 21
Is There An Opportunity With Cactus, Inc.'s (NYSE:WHD) 34% Undervaluation?
Key Insights The projected fair value for Cactus is US$64.46 based on 2 Stage Free Cash Flow to Equity Cactus' US$42.48...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 AlphaSeeking 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
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収支内訳
収支内訳
Cactus 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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,187 | 73 | 166 | 0 |
| 31 Dec 25 | 1,079 | 166 | 149 | 0 |
| 30 Sep 25 | 1,090 | 173 | 147 | 0 |
| 30 Jun 25 | 1,119 | 181 | 148 | 0 |
| 31 Mar 25 | 1,136 | 191 | 140 | 0 |
| 31 Dec 24 | 1,130 | 185 | 130 | 0 |
| 30 Sep 24 | 1,133 | 188 | 128 | 0 |
| 30 Jun 24 | 1,127 | 190 | 120 | 0 |
| 31 Mar 24 | 1,143 | 165 | 127 | 0 |
| 31 Dec 23 | 1,097 | 169 | 127 | 0 |
| 30 Sep 23 | 1,010 | 151 | 112 | 0 |
| 30 Jun 23 | 906 | 130 | 98 | 0 |
| 31 Mar 23 | 771 | 132 | 75 | 0 |
| 31 Dec 22 | 688 | 110 | 68 | 0 |
| 30 Sep 22 | 631 | 94 | 58 | 0 |
| 30 Jun 22 | 561 | 75 | 54 | 0 |
| 31 Mar 22 | 500 | 59 | 50 | 0 |
| 31 Dec 21 | 439 | 50 | 46 | 0 |
| 30 Sep 21 | 377 | 38 | 42 | 0 |
| 30 Jun 21 | 321 | 31 | 38 | 0 |
| 31 Mar 21 | 279 | 27 | 36 | 0 |
| 31 Dec 20 | 349 | 34 | 40 | 0 |
| 30 Sep 20 | 421 | 49 | 43 | 0 |
| 30 Jun 20 | 522 | 62 | 48 | 0 |
| 31 Mar 20 | 624 | 78 | 53 | 0 |
| 31 Dec 19 | 628 | 86 | 52 | 0 |
| 30 Sep 19 | 628 | 84 | 50 | 0 |
| 30 Jun 19 | 618 | 84 | 47 | 0 |
| 31 Mar 19 | 588 | 75 | 44 | 0 |
| 31 Dec 18 | 544 | 52 | 41 | 0 |
| 30 Sep 18 | 509 | 101 | 37 | 0 |
| 30 Jun 18 | 454 | 83 | 33 | 0 |
| 31 Mar 18 | 398 | 70 | 30 | 0 |
| 31 Dec 17 | 341 | 67 | 27 | 0 |
| 30 Sep 17 | 286 | 32 | 26 | 0 |
| 30 Jun 17 | 227 | -2 | 24 | 0 |
| 31 Mar 17 | 178 | -4 | 21 | 0 |
| 31 Dec 16 | 155 | -8 | 19 | 0 |
| 31 Dec 15 | 221 | 11 | 22 | 0 |
質の高い収益: WHDは 高品質の収益 を持っています。
利益率の向上: WHDの現在の純利益率 (6.2%)は、昨年(16.8%)よりも低くなっています。
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: WHDの収益は過去 5 年間で年間24.3%増加しました。
成長の加速: WHDは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: WHDは過去 1 年間で収益成長率がマイナス ( -61.6% ) となったため、 Energy Services業界平均 ( -26.6% ) と比較することが困難です。
株主資本利益率
高いROE: WHDの 自己資本利益率 ( 11.4% ) 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 | 2026/05/20 00:59 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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 Anderson | Barclays |
| J. David Anderson | Barclays |
| Saurabh Pant | BofA Global Research |