IHS Holding 過去の業績
過去 基準チェック /46
IHS Holdingの収益は年間平均-4.6%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17% 0.4%割合で 減少しています。
主要情報
-4.56%
収益成長率
-4.66%
EPS成長率
| Telecom 業界の成長 | 6.72% |
| 収益成長率 | -0.42% |
| 株主資本利益率 | n/a |
| ネット・マージン | 39.73% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 01
IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside
Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.
ナラティブの更新 • Apr 17
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.
ナラティブの更新 • Apr 02
IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing
Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.ナラティブの更新 • Mar 19
IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside
Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.ナラティブの更新 • Mar 05
IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside
Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.ナラティブの更新 • Feb 19
IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside
The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.分析記事 • Feb 11
Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?
While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...ナラティブの更新 • Feb 05
IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside
Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.ナラティブの更新 • Jan 22
IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength
Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.ナラティブの更新 • Jan 08
IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience
The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.分析記事 • Dec 31
We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Dec 22
IHS Price Outlook Will Be Driven By Brazil Tower Agreement
Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.ナラティブの更新 • Dec 08
IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside
The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.ナラティブの更新 • Nov 24
IHS: Leadership Strength Will Drive Operational Performance And Market Expansion
Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.分析記事 • Nov 20
IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively
Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...分析記事 • Nov 15
IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...ナラティブの更新 • Nov 06
IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises
Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.ナラティブの更新 • Oct 23
Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook
The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.ナラティブの更新 • Oct 09
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.Seeking Alpha • Sep 30
IHS Towers: Q3 Beat Will Force Wall Street To Catch Up
Summary IHS is a developing market Telecom Tower Infrastructure play operating 39,000 towers mainly in Nigeria, South Africa and Brazil. Q3 revenue and EPS consensus are too low due to FX tailwinds, operational momentum, Oil price tailwinds and tight cost discipline, setting up a likely earnings beat. IHS balance sheet has strengthened significantly, with falling leverage, improved liquidity, and the potential for dividends or buybacks in 2026. IHS trades at a steep discount to peers; a re-rating to Helios multiples implies $14/share, supporting a reiterated Strong Buy rating and $10+ near-term target. IHS Holding Ltd. remains grossly undervalued despite a 130% YTD rally, with Q3 expected to be a catalyst for further upside. Read the full article on Seeking Alphaナラティブの更新 • Aug 15
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.新しいナラティブ • May 17
Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow
Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.分析記事 • May 13
IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...Seeking Alpha • Apr 19
IHS Holding: Solid Competitive Advantage And Growth Catalysts
Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking Alpha分析記事 • Mar 22
Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...Seeking Alpha • Feb 12
IHS Holding: Value Is Slowly Being Recognized
Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking Alpha分析記事 • Jan 23
Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...分析記事 • Oct 02
Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...分析記事 • Jun 17
Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues
With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...分析記事 • Mar 12
Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet
To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...分析記事 • Mar 01
IHS Holding (NYSE:IHS) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 08
Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult
It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...収支内訳
収支内訳
IHS Holding 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 | 1,605 | 638 | 288 | 0 |
| 31 Dec 25 | 1,582 | 621 | 228 | 0 |
| 30 Sep 25 | 1,534 | 647 | 213 | 0 |
| 30 Jun 25 | 1,500 | 291 | 249 | 0 |
| 31 Mar 25 | 1,502 | 135 | 254 | 0 |
| 31 Dec 24 | 1,527 | -1,468 | 286 | 0 |
| 30 Sep 24 | 1,783 | -2,332 | 380 | 0 |
| 30 Jun 24 | 1,830 | -2,395 | 382 | 0 |
| 31 Mar 24 | 1,941 | -3,541 | 404 | 0 |
| 31 Dec 23 | 1,925 | -1,905 | 374 | 0 |
| 30 Sep 23 | 2,142 | -1,791 | 397 | 0 |
| 30 Jun 23 | 2,196 | -1,555 | 389 | 0 |
| 31 Mar 23 | 2,118 | -465 | 390 | 0 |
| 31 Dec 22 | 1,961 | -459 | 370 | 0 |
| 30 Sep 22 | 1,851 | -264 | 387 | 0 |
| 30 Jun 22 | 1,730 | -263 | 372 | 0 |
| 31 Mar 22 | 1,664 | 19 | 313 | 0 |
| 31 Dec 21 | 1,580 | -26 | 300 | 0 |
| 30 Sep 21 | 1,535 | 98 | 253 | 0 |
| 30 Jun 21 | 1,503 | 108 | 242 | 0 |
| 31 Mar 21 | 1,432 | -34 | 236 | 0 |
| 31 Dec 20 | 1,403 | -322 | 244 | 0 |
| 31 Dec 19 | 1,231 | -423 | 586 | 0 |
| 31 Dec 18 | 1,168 | -133 | 227 | 0 |
| 31 Dec 17 | 1,107 | -425 | 203 | 0 |
| 30 Sep 17 | 1,040 | -354 | 182 | 0 |
| 30 Jun 17 | 973 | -282 | 162 | 0 |
| 31 Mar 17 | 939 | -554 | 203 | 0 |
| 31 Dec 16 | 906 | -826 | 244 | 0 |
| 31 Dec 15 | 727 | -436 | 208 | 0 |
質の高い収益: IHSには$157.2M } という大きな 一回限りの 利益があり、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: IHSの現在の純利益率 (39.7%)は、昨年(9%)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: IHS過去 5 年間で収益を上げており、収益は年間-4.6%増加しています。
成長の加速: IHSの過去 1 年間の収益成長率 ( 372.8% ) は、5 年間の平均 ( 年間-4.6%を上回っています。
収益対業界: IHSの過去 1 年間の収益成長率 ( 372.8% ) はTelecom業界0.01%を上回りました。
株主資本利益率
高いROE: IHSの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
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 15:15 |
| 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 |
|
|
| 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 |
|
* 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
IHS Holding Limited 3 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。12
| アナリスト | 機関 |
|---|---|
| Maurice Patrick | Barclays |
| Michael Rollins | Citigroup Inc |
| James Schneider | Goldman Sachs |