View Financial HealthThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsMacquarie Infrastructure Holdings 配当と自社株買い配当金 基準チェック /06主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Oct 01Inaugural dividend of US$37.39 per shareEligible shareholders must have bought the stock before 08 October 2021. Payment date: 07 October 2021. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.Upcoming Dividend • Jan 04Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 11th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.Upcoming Dividend • Dec 28Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 4th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.4%.すべての更新を表示Recent updatesお知らせ • Jul 22+ 1 more updateArgo Infrastructure Partners LP completed the acquisition of The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC).Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million on June 14, 2021. Under the terms of the merger agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s external manager of approximately $82 million if the merger closes on or before July 1, 2022 or $57 million if the merger closes after this date. At closing the Macquarie's MIC Hawaii businesses will become a wholly-owned subsidiary of Argo for expected consideration of $3.83 per unit. Unitholders are expected to receive $3.83 per unit net of an additional payment to the MIC's external manager if the merger closes on or before July 1, 2022. If the merger closes after this date, unitholders will receive consideration of $4.11 per unit. Under the terms of the Merger Agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s Manager of $81.7 million if the MH Merger closes on or before July 1, 2022 or $56.7 million if the MH Merger closes after this date. The terms of the merger agreement correspond to an enterprise value for MIC Hawaii of $514 million including assumed debt and transaction costs resulting in a multiple of 2021 Earnings Before Interest Taxes and Depreciation (EBITDA) of 12.9 times. Upon closing MIC will no longer be a publicly traded company. Macquarie Infrastructure Corporation will pay termination fee of $13.6 million and Argo Infrastructure Partners LP will pay termination fee of $22.7 million. The transaction is subject to customary approvals, including by the Hawaii Public Utilities Commission, The Gas Company boards approval, completion of separate transaction and by MIC shareholders and the prior closing of the previously announced sale of MIC’s Atlantic Aviation business. MIC intends to seek shareholder approval for both the merger and the sale of Atlantic Aviation at a Special Meeting of Shareholders in 2021. The transaction is expected to close in the first half of 2022. The proceeds were used to eliminate holding company level debt with the remainder distributed to shareholders as a special dividend of $11 per share in cash in January 2021. Lazard Frères & Co. LLC and Evercore Group L.L.C. acted as financial advisors and fairness opinion providers and White & Case LLP acted as legal advisor to Macquarie Infrastructure Corporation. Mayer Brown LLP acted as legal advisor to Argo. laurent williot of BDO USA LLP acted as Financial Due Diligence Provider to Argo Infrastructure Partner LP. Argo Infrastructure Partners LP completed the acquisition of The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) on July 21, 2022.Reported Earnings • May 03First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: US$0.13 (down from US$0.16 in 1Q 2021). Revenue: US$68.7m (down 74% from 1Q 2021). Net income: US$11.4m (down 17% from 1Q 2021). Profit margin: 17% (up from 5.2% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 37%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: US$3.42 loss per share (down from US$1.11 loss in FY 2020). Revenue: US$236.0m (up 31% from FY 2020). Net loss: US$300.3m (loss widened 211% from FY 2020). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 42,447%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Seeking Alpha • Dec 10Macquarie Infrastructure: Might Reload Soon But Will Compete Fiercely In AllocatingMIC has sold all its operating assets to private equity, with Atlantic Aviation commanding a strong multiple close to 20x, in line with Signature's. The net non-operating assets are unsurprisingly zero, but the markets are still attributing value to the company as a vehicle for making their infrastructure investments. At this point, the decision to invest in MIC is to do with confidence in the management and the investment landscape with respect to the current $300 million valuation post-dividends. We think that management will struggle to find exceptional investments in the current market competing against government funds and cash flush allocators in private markets. We don't see any reason to invest in MIC when there are so many other private investment vehicles like SPACs on the market, and where governments will drive down ROICs in their allocations.Reported Earnings • Nov 03Third quarter 2021 earnings released: US$3.13 loss per share (vs US$1.82 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: US$60.1m (down 70% from 3Q 2020). Net loss: US$274.7m (loss widened 74% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Oct 07Principal Accounting Officer Robert Choi has left the companyOn the 30th of September, Robert Choi's tenure as Principal Accounting Officer ended after 6.3 years in the role. We don't have any record of a personal shareholding under Robert's name. Robert is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.Board Change • Oct 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 01Inaugural dividend of US$37.39 per shareEligible shareholders must have bought the stock before 08 October 2021. Payment date: 07 October 2021. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.お知らせ • Sep 24+ 1 more updateKKR & Co. Inc. (NYSE:KKR) completed the acquisition of Atlantic Aviation FBO Inc. from Macquarie Infrastructure Corporation (NYSE:MIC).KKR & Co. Inc. (NYSE:KKR) entered into a definitive agreement to acquire Atlantic Aviation FBO Inc from Macquarie Infrastructure Corporation (NYSE:MIC) for $4.5 billion on June 7, 2021. The transaction will be settled in cash and assumed debt and reorganization obligations. A termination fee of $88 million to be paid by Macquarie Infrastructure to KKR. A reverse termination fee of $193.88 million will be paid by KKR. The transaction is subject to customary regulatory approvals and approval from MIC shareholders. The board of directors of MIC unanimously recommends its shareholders to vote for the approval of the transaction. As of September 21, 2021, the shareholders of Macquarie Infrastructure Corporation has approved the deal. The transaction is expected to close in the fourth quarter of 2021. As of September 21, 2021, the closing of the transaction is expected on September 23, 2021. Lazard and Evercore acted as financial advisors and White & Case acted as legal advisor to MIC. Chris Yonan, Nick Fazioli and Justin Friesen of Jefferies LLC served as financial advisor and John D. Pitts, P.C.; Andrew T. Calder, P.C.; Kyle M. Watson; Stephen S. Noh; Ed Vaunder; Jack Kelly; Camille Elizabeth Walker; Justin W. Clune; Carter Matthew Johnston; Scott Myers; Nnamdi Ezenwa; Austin Johnson; Ian K. Morrison; Jessica Stenglein; Dylan Drex Treadwell; Markus Wang; Lucas Edward Spivey, P.C.; Roald Nashi, P.C.; Jordan Roberts; Robert B. Warfield; Osaro Aifuwa; Charles H. Martin; Sean Andrew Minorini; Matt Pacey, P.C.; Bryan D. Flannery; Atma Kabad; David Wheat, P.C.; Ryan Douglas Phelps; R.D. Kohut; Christine A. Lacku; Nick Ustaski; Paul Vasiloff; Alexandra Mihalas; Chris Chase; J. Robert Fowler, P.C.; Katherine M. Baker; Chelsea Bedotto; Matthew S. Wheatley; Ellen M. Jakovic; Mario Mancuso, P.C.; Luci Hague; Andrew R. Van Noord, P.C.; Callie Jones Poorman; Daniel Egel-Weiss; Jonathan E. Kidwell; Ty'Meka M. Reeves-Sobers; Courtney Tibbetts; Shellie Freedman; Roger (RJ) McLaughlin; Nick Niles; H. Boyd Greene; Brooksany Barrowes; Nicholas Gladd; Anna Geml; Sandra C. Goldstein, P.C.; Byron Pacheco; Hannah Geis of Kirkland & Ellis as legal advisor to KKR. Okapi Partners LLC acted as proxy solicitor to Macquarie Infrastructure Corporation. KKR & Co. Inc. (NYSE:KKR) completed the acquisition of Atlantic Aviation FBO Inc. from Macquarie Infrastructure Corporation (NYSE:MIC) on September 23, 2021.分析記事 • Aug 26Calculating The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)How far off is Macquarie Infrastructure Corporation ( NYSE:MIC ) from its intrinsic value? Using the most recent...Price Target Changed • Aug 12Price target increased to US$42.00Up from US$38.00, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of US$39.39. Stock is up 29% over the past year.お知らせ • Aug 05Macquarie Infrastructure Corporation Withdraws Financial Guidance for the Year 2021Macquarie Infrastructure Corporation withdraw financial guidance for the year 2021. With the announced sales of Atlantic Aviation and MIC Hawaii, the company will no longer provide outlook on the performance of its businesses and is withdrawing its previously provided guidance.分析記事 • Jul 07Is Macquarie Infrastructure (NYSE:MIC) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 28+ 1 more updateMacquarie Infrastructure Corporation(NYSE:MIC) dropped from Russell Midcap IndexMacquarie Infrastructure Corporation(NYSE:MIC) dropped from Russell Midcap IndexPrice Target Changed • Jun 17Price target increased to US$42.00Up from US$37.67, the current price target is provided by 1 analyst. New target price is 7.5% above last closing price of US$39.08. Stock is up 24% over the past year.お知らせ • Jun 16Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million.Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million on June 14, 2021. Under the terms of the merger agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s external manager of approximately $82 million if the merger closes on or before July 1, 2022 or $57 million if the merger closes after this date. At closing the Company’s MIC Hawaii businesses will become a wholly-owned subsidiary of Argo for expected consideration of $3.83 per unit. Unitholders are expected to receive $3.83 per unit net of an additional payment to the MIC's external manager if the merger closes on or before July 1, 2022. If the merger closes after this date, unitholders will receive consideration of $4.11 per unit. The terms of the merger agreement correspond to an enterprise value for MIC Hawaii of $514 million including assumed debt and transaction costs resulting in a multiple of 2021 Earnings Before Interest Taxes and Depreciation (EBITDA) of 12.9 times. Upon closing MIC will no longer be a publicly traded company. The transaction is expected to close in the first half of 2022 subject to customary approvals, including by the Hawaii Public Utilities Commission and by MIC shareholders and the prior closing of the previously announced sale of MIC’s Atlantic Aviation business. MIC intends to seek shareholder approval for both the merger and the sale of Atlantic Aviation at a Special Meeting of Shareholders in 2021. The proceeds were used to eliminate holding company level debt with the remainder distributed to shareholders as a special dividend of $11.00 per share in cash in January 2021. Macquarie Infrastructure Corporation will pay termination fee of $13.6 million and Argo Infrastructure Partners LP will pay termination fee of $22.7 million. Lazard Frères & Co. LLC and Evercore Group L.L.C. acted as financial advisors and fairness opinion providers and White & Case LLP acted as legal advisor to Macquarie Infrastructure Corporation. Mayer Brown LLP acted as legal advisor to Argo.分析記事 • Jun 01Why Macquarie Infrastructure Corporation (NYSE:MIC) Could Be Worth WatchingWhile Macquarie Infrastructure Corporation ( NYSE:MIC ) might not be the most widely known stock at the moment, it saw...分析記事 • May 06We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Macquarie Infrastructure Corporation's (NYSE:MIC) CEO For NowThe share price of Macquarie Infrastructure Corporation ( NYSE:MIC ) has increased significantly over the past few...Reported Earnings • May 06First quarter 2021 earnings released: EPS US$0.16 (vs US$0.081 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$264.2m (down 7.1% from 1Q 2020). Net income: US$13.8m (up US$20.8m from 1Q 2020). Profit margin: 5.2% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.分析記事 • May 04A Look At The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)How far off is Macquarie Infrastructure Corporation ( NYSE:MIC ) from its intrinsic value? Using the most recent...分析記事 • Mar 19Here's Why Macquarie Infrastructure (NYSE:MIC) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Feb 26What Kind Of Shareholders Own Macquarie Infrastructure Corporation (NYSE:MIC)?A look at the shareholders of Macquarie Infrastructure Corporation ( NYSE:MIC ) can tell us which group is most...Analyst Estimate Surprise Post Earnings • Feb 19Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 37%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 18%, compared to a 10% growth forecast for the Infrastructure industry in the US.お知らせ • Feb 06Macquarie Infrastructure Corporation to Report Q4, 2020 Results on Feb 17, 2021Macquarie Infrastructure Corporation announced that they will report Q4, 2020 results on Feb 17, 2021分析記事 • Feb 05Is It Too Late To Consider Buying Macquarie Infrastructure Corporation (NYSE:MIC)?Macquarie Infrastructure Corporation ( NYSE:MIC ), might not be a large cap stock, but it saw a decent share price...Price Target Changed • Feb 03Price target lowered to US$34.67Down from US$38.00, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of US$28.98. As of last close, the stock is down 35% over the past year.分析記事 • Jan 15Estimating The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Macquarie...Is New 90 Day High Low • Jan 06New 90-day high: US$38.56The company is up 49% from its price of US$25.95 on 07 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 50% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.56 per share.Upcoming Dividend • Jan 04Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 11th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.Upcoming Dividend • Dec 28Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 4th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.4%.分析記事 • Dec 25Some Analysts Just Cut Their Macquarie Infrastructure Corporation (NYSE:MIC) EstimatesOne thing we could say about the analysts on Macquarie Infrastructure Corporation ( NYSE:MIC ) - they aren't...分析記事 • Dec 24What Would Shareholders Who Purchased Macquarie Infrastructure's(NYSE:MIC) Stock Five Years Ago Be Earning on Their Investment Today?It is doubtless a positive to see that the Macquarie Infrastructure Corporation ( NYSE:MIC ) share price has gained...Price Target Changed • Dec 22Price target raised to US$40.75Up from US$35.50, the current price target is an average from 2 analysts. The new target price is 12% above the current share price of US$36.30. As of last close, the stock is down 17% over the past year.Is New 90 Day High Low • Dec 18New 90-day high: US$37.19The company is up 43% from its price of US$26.08 on 18 September 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.87 per share.分析記事 • Dec 03We Think Macquarie Infrastructure (NYSE:MIC) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Nov 15New 90-day high: US$30.50The company is up 1.0% from its price of US$30.25 on 17 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$41.96 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 10% compared to a 3.9% growth forecast for the Infrastructure industry in the US.Reported Earnings • Nov 11Third quarter 2020 earnings released: US$1.82 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$202.0m (down 50% from 3Q 2019). Net loss: US$158.0m (down US$173.0m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 80% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Oct 31Macquarie Infrastructure Corporation to Report Q3, 2020 Results on Nov 09, 2020Macquarie Infrastructure Corporation announced that they will report Q3, 2020 results at 9:15 PM, GMT Standard Time on Nov 09, 2020Is New 90 Day High Low • Oct 29New 90-day low: US$25.21The company is down 16% from its price of US$30.10 on 30 July 2020. The American market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$48.34 per share.Major Estimate Revision • Oct 16Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from US$0.57 to US$0.43. No change was made to the revenue estimate which at the last update was US$1.35b. Net income is expected to grow by 33% next year compared to 7.9% growth forecast for the Infrastructure industry in the US. The consensus price target increased from US$35.25 to US$36.25. Share price stayed mostly flat at US$26.72 over the past week.お知らせ • Jul 17Macquarie Infrastructure Corporation to Report Q2, 2020 Results on Aug 04, 2020Macquarie Infrastructure Corporation announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Aug 04, 2020決済の安定と成長配当データの取得安定した配当: MICの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: MICの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Macquarie Infrastructure Holdings 配当利回り対市場MIC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (MIC)0%市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Gas Utilities)3.1%アナリスト予想 (MIC) (最長3年)0%注目すべき配当: MICは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: MICは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: MIC US市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: MICが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management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2022/07/22 06:24終値2022/07/20 00:00収益2022/03/31年間収益2021/12/31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Macquarie Infrastructure Holdings, LLC 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。11 アナリスト機関Richard GrossBarclaysAnna KaminskayaBofA Global ResearchAndrew GadlinCJS Securities, Inc.8 その他のアナリストを表示
Upcoming Dividend • Oct 01Inaugural dividend of US$37.39 per shareEligible shareholders must have bought the stock before 08 October 2021. Payment date: 07 October 2021. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.
Upcoming Dividend • Jan 04Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 11th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
Upcoming Dividend • Dec 28Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 4th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.4%.
お知らせ • Jul 22+ 1 more updateArgo Infrastructure Partners LP completed the acquisition of The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC).Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million on June 14, 2021. Under the terms of the merger agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s external manager of approximately $82 million if the merger closes on or before July 1, 2022 or $57 million if the merger closes after this date. At closing the Macquarie's MIC Hawaii businesses will become a wholly-owned subsidiary of Argo for expected consideration of $3.83 per unit. Unitholders are expected to receive $3.83 per unit net of an additional payment to the MIC's external manager if the merger closes on or before July 1, 2022. If the merger closes after this date, unitholders will receive consideration of $4.11 per unit. Under the terms of the Merger Agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s Manager of $81.7 million if the MH Merger closes on or before July 1, 2022 or $56.7 million if the MH Merger closes after this date. The terms of the merger agreement correspond to an enterprise value for MIC Hawaii of $514 million including assumed debt and transaction costs resulting in a multiple of 2021 Earnings Before Interest Taxes and Depreciation (EBITDA) of 12.9 times. Upon closing MIC will no longer be a publicly traded company. Macquarie Infrastructure Corporation will pay termination fee of $13.6 million and Argo Infrastructure Partners LP will pay termination fee of $22.7 million. The transaction is subject to customary approvals, including by the Hawaii Public Utilities Commission, The Gas Company boards approval, completion of separate transaction and by MIC shareholders and the prior closing of the previously announced sale of MIC’s Atlantic Aviation business. MIC intends to seek shareholder approval for both the merger and the sale of Atlantic Aviation at a Special Meeting of Shareholders in 2021. The transaction is expected to close in the first half of 2022. The proceeds were used to eliminate holding company level debt with the remainder distributed to shareholders as a special dividend of $11 per share in cash in January 2021. Lazard Frères & Co. LLC and Evercore Group L.L.C. acted as financial advisors and fairness opinion providers and White & Case LLP acted as legal advisor to Macquarie Infrastructure Corporation. Mayer Brown LLP acted as legal advisor to Argo. laurent williot of BDO USA LLP acted as Financial Due Diligence Provider to Argo Infrastructure Partner LP. Argo Infrastructure Partners LP completed the acquisition of The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) on July 21, 2022.
Reported Earnings • May 03First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: US$0.13 (down from US$0.16 in 1Q 2021). Revenue: US$68.7m (down 74% from 1Q 2021). Net income: US$11.4m (down 17% from 1Q 2021). Profit margin: 17% (up from 5.2% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 37%. Earnings per share (EPS) exceeded analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: US$3.42 loss per share (down from US$1.11 loss in FY 2020). Revenue: US$236.0m (up 31% from FY 2020). Net loss: US$300.3m (loss widened 211% from FY 2020). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 42,447%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Dec 10Macquarie Infrastructure: Might Reload Soon But Will Compete Fiercely In AllocatingMIC has sold all its operating assets to private equity, with Atlantic Aviation commanding a strong multiple close to 20x, in line with Signature's. The net non-operating assets are unsurprisingly zero, but the markets are still attributing value to the company as a vehicle for making their infrastructure investments. At this point, the decision to invest in MIC is to do with confidence in the management and the investment landscape with respect to the current $300 million valuation post-dividends. We think that management will struggle to find exceptional investments in the current market competing against government funds and cash flush allocators in private markets. We don't see any reason to invest in MIC when there are so many other private investment vehicles like SPACs on the market, and where governments will drive down ROICs in their allocations.
Reported Earnings • Nov 03Third quarter 2021 earnings released: US$3.13 loss per share (vs US$1.82 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: US$60.1m (down 70% from 3Q 2020). Net loss: US$274.7m (loss widened 74% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Oct 07Principal Accounting Officer Robert Choi has left the companyOn the 30th of September, Robert Choi's tenure as Principal Accounting Officer ended after 6.3 years in the role. We don't have any record of a personal shareholding under Robert's name. Robert is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.33 years.
Board Change • Oct 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Mandy Brock was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 01Inaugural dividend of US$37.39 per shareEligible shareholders must have bought the stock before 08 October 2021. Payment date: 07 October 2021. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 2.9%.
お知らせ • Sep 24+ 1 more updateKKR & Co. Inc. (NYSE:KKR) completed the acquisition of Atlantic Aviation FBO Inc. from Macquarie Infrastructure Corporation (NYSE:MIC).KKR & Co. Inc. (NYSE:KKR) entered into a definitive agreement to acquire Atlantic Aviation FBO Inc from Macquarie Infrastructure Corporation (NYSE:MIC) for $4.5 billion on June 7, 2021. The transaction will be settled in cash and assumed debt and reorganization obligations. A termination fee of $88 million to be paid by Macquarie Infrastructure to KKR. A reverse termination fee of $193.88 million will be paid by KKR. The transaction is subject to customary regulatory approvals and approval from MIC shareholders. The board of directors of MIC unanimously recommends its shareholders to vote for the approval of the transaction. As of September 21, 2021, the shareholders of Macquarie Infrastructure Corporation has approved the deal. The transaction is expected to close in the fourth quarter of 2021. As of September 21, 2021, the closing of the transaction is expected on September 23, 2021. Lazard and Evercore acted as financial advisors and White & Case acted as legal advisor to MIC. Chris Yonan, Nick Fazioli and Justin Friesen of Jefferies LLC served as financial advisor and John D. Pitts, P.C.; Andrew T. Calder, P.C.; Kyle M. Watson; Stephen S. Noh; Ed Vaunder; Jack Kelly; Camille Elizabeth Walker; Justin W. Clune; Carter Matthew Johnston; Scott Myers; Nnamdi Ezenwa; Austin Johnson; Ian K. Morrison; Jessica Stenglein; Dylan Drex Treadwell; Markus Wang; Lucas Edward Spivey, P.C.; Roald Nashi, P.C.; Jordan Roberts; Robert B. Warfield; Osaro Aifuwa; Charles H. Martin; Sean Andrew Minorini; Matt Pacey, P.C.; Bryan D. Flannery; Atma Kabad; David Wheat, P.C.; Ryan Douglas Phelps; R.D. Kohut; Christine A. Lacku; Nick Ustaski; Paul Vasiloff; Alexandra Mihalas; Chris Chase; J. Robert Fowler, P.C.; Katherine M. Baker; Chelsea Bedotto; Matthew S. Wheatley; Ellen M. Jakovic; Mario Mancuso, P.C.; Luci Hague; Andrew R. Van Noord, P.C.; Callie Jones Poorman; Daniel Egel-Weiss; Jonathan E. Kidwell; Ty'Meka M. Reeves-Sobers; Courtney Tibbetts; Shellie Freedman; Roger (RJ) McLaughlin; Nick Niles; H. Boyd Greene; Brooksany Barrowes; Nicholas Gladd; Anna Geml; Sandra C. Goldstein, P.C.; Byron Pacheco; Hannah Geis of Kirkland & Ellis as legal advisor to KKR. Okapi Partners LLC acted as proxy solicitor to Macquarie Infrastructure Corporation. KKR & Co. Inc. (NYSE:KKR) completed the acquisition of Atlantic Aviation FBO Inc. from Macquarie Infrastructure Corporation (NYSE:MIC) on September 23, 2021.
分析記事 • Aug 26Calculating The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)How far off is Macquarie Infrastructure Corporation ( NYSE:MIC ) from its intrinsic value? Using the most recent...
Price Target Changed • Aug 12Price target increased to US$42.00Up from US$38.00, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of US$39.39. Stock is up 29% over the past year.
お知らせ • Aug 05Macquarie Infrastructure Corporation Withdraws Financial Guidance for the Year 2021Macquarie Infrastructure Corporation withdraw financial guidance for the year 2021. With the announced sales of Atlantic Aviation and MIC Hawaii, the company will no longer provide outlook on the performance of its businesses and is withdrawing its previously provided guidance.
分析記事 • Jul 07Is Macquarie Infrastructure (NYSE:MIC) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 28+ 1 more updateMacquarie Infrastructure Corporation(NYSE:MIC) dropped from Russell Midcap IndexMacquarie Infrastructure Corporation(NYSE:MIC) dropped from Russell Midcap Index
Price Target Changed • Jun 17Price target increased to US$42.00Up from US$37.67, the current price target is provided by 1 analyst. New target price is 7.5% above last closing price of US$39.08. Stock is up 24% over the past year.
お知らせ • Jun 16Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million.Argo Infrastructure Partners LP agreed to acquire The Gas Company, LLC from Macquarie Infrastructure Corporation (NYSE:MIC) for approximately $510 million on June 14, 2021. Under the terms of the merger agreement, at closing, Argo will pay the merger consideration to unitholders, and fund transaction costs and fund a disposition payment to MIC’s external manager of approximately $82 million if the merger closes on or before July 1, 2022 or $57 million if the merger closes after this date. At closing the Company’s MIC Hawaii businesses will become a wholly-owned subsidiary of Argo for expected consideration of $3.83 per unit. Unitholders are expected to receive $3.83 per unit net of an additional payment to the MIC's external manager if the merger closes on or before July 1, 2022. If the merger closes after this date, unitholders will receive consideration of $4.11 per unit. The terms of the merger agreement correspond to an enterprise value for MIC Hawaii of $514 million including assumed debt and transaction costs resulting in a multiple of 2021 Earnings Before Interest Taxes and Depreciation (EBITDA) of 12.9 times. Upon closing MIC will no longer be a publicly traded company. The transaction is expected to close in the first half of 2022 subject to customary approvals, including by the Hawaii Public Utilities Commission and by MIC shareholders and the prior closing of the previously announced sale of MIC’s Atlantic Aviation business. MIC intends to seek shareholder approval for both the merger and the sale of Atlantic Aviation at a Special Meeting of Shareholders in 2021. The proceeds were used to eliminate holding company level debt with the remainder distributed to shareholders as a special dividend of $11.00 per share in cash in January 2021. Macquarie Infrastructure Corporation will pay termination fee of $13.6 million and Argo Infrastructure Partners LP will pay termination fee of $22.7 million. Lazard Frères & Co. LLC and Evercore Group L.L.C. acted as financial advisors and fairness opinion providers and White & Case LLP acted as legal advisor to Macquarie Infrastructure Corporation. Mayer Brown LLP acted as legal advisor to Argo.
分析記事 • Jun 01Why Macquarie Infrastructure Corporation (NYSE:MIC) Could Be Worth WatchingWhile Macquarie Infrastructure Corporation ( NYSE:MIC ) might not be the most widely known stock at the moment, it saw...
分析記事 • May 06We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Macquarie Infrastructure Corporation's (NYSE:MIC) CEO For NowThe share price of Macquarie Infrastructure Corporation ( NYSE:MIC ) has increased significantly over the past few...
Reported Earnings • May 06First quarter 2021 earnings released: EPS US$0.16 (vs US$0.081 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$264.2m (down 7.1% from 1Q 2020). Net income: US$13.8m (up US$20.8m from 1Q 2020). Profit margin: 5.2% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance.
分析記事 • May 04A Look At The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)How far off is Macquarie Infrastructure Corporation ( NYSE:MIC ) from its intrinsic value? Using the most recent...
分析記事 • Mar 19Here's Why Macquarie Infrastructure (NYSE:MIC) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Feb 26What Kind Of Shareholders Own Macquarie Infrastructure Corporation (NYSE:MIC)?A look at the shareholders of Macquarie Infrastructure Corporation ( NYSE:MIC ) can tell us which group is most...
Analyst Estimate Surprise Post Earnings • Feb 19Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 37%. Earnings per share (EPS) exceeded analyst estimates by 7.1%. Over the next year, revenue is forecast to grow 18%, compared to a 10% growth forecast for the Infrastructure industry in the US.
お知らせ • Feb 06Macquarie Infrastructure Corporation to Report Q4, 2020 Results on Feb 17, 2021Macquarie Infrastructure Corporation announced that they will report Q4, 2020 results on Feb 17, 2021
分析記事 • Feb 05Is It Too Late To Consider Buying Macquarie Infrastructure Corporation (NYSE:MIC)?Macquarie Infrastructure Corporation ( NYSE:MIC ), might not be a large cap stock, but it saw a decent share price...
Price Target Changed • Feb 03Price target lowered to US$34.67Down from US$38.00, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of US$28.98. As of last close, the stock is down 35% over the past year.
分析記事 • Jan 15Estimating The Intrinsic Value Of Macquarie Infrastructure Corporation (NYSE:MIC)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Macquarie...
Is New 90 Day High Low • Jan 06New 90-day high: US$38.56The company is up 49% from its price of US$25.95 on 07 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 50% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.56 per share.
Upcoming Dividend • Jan 04Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 11th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.3%.
Upcoming Dividend • Dec 28Upcoming Dividend of US$11.00 Per ShareWill be paid on the 8th of January to those who are registered shareholders by the 4th of January. The company last paid an ordinary dividend in February 2020. The average dividend yield among industry peers is 3.4%.
分析記事 • Dec 25Some Analysts Just Cut Their Macquarie Infrastructure Corporation (NYSE:MIC) EstimatesOne thing we could say about the analysts on Macquarie Infrastructure Corporation ( NYSE:MIC ) - they aren't...
分析記事 • Dec 24What Would Shareholders Who Purchased Macquarie Infrastructure's(NYSE:MIC) Stock Five Years Ago Be Earning on Their Investment Today?It is doubtless a positive to see that the Macquarie Infrastructure Corporation ( NYSE:MIC ) share price has gained...
Price Target Changed • Dec 22Price target raised to US$40.75Up from US$35.50, the current price target is an average from 2 analysts. The new target price is 12% above the current share price of US$36.30. As of last close, the stock is down 17% over the past year.
Is New 90 Day High Low • Dec 18New 90-day high: US$37.19The company is up 43% from its price of US$26.08 on 18 September 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.87 per share.
分析記事 • Dec 03We Think Macquarie Infrastructure (NYSE:MIC) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Nov 15New 90-day high: US$30.50The company is up 1.0% from its price of US$30.25 on 17 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$41.96 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 38%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 10% compared to a 3.9% growth forecast for the Infrastructure industry in the US.
Reported Earnings • Nov 11Third quarter 2020 earnings released: US$1.82 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$202.0m (down 50% from 3Q 2019). Net loss: US$158.0m (down US$173.0m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 80% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 31Macquarie Infrastructure Corporation to Report Q3, 2020 Results on Nov 09, 2020Macquarie Infrastructure Corporation announced that they will report Q3, 2020 results at 9:15 PM, GMT Standard Time on Nov 09, 2020
Is New 90 Day High Low • Oct 29New 90-day low: US$25.21The company is down 16% from its price of US$30.10 on 30 July 2020. The American market is up 2.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$48.34 per share.
Major Estimate Revision • Oct 16Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from US$0.57 to US$0.43. No change was made to the revenue estimate which at the last update was US$1.35b. Net income is expected to grow by 33% next year compared to 7.9% growth forecast for the Infrastructure industry in the US. The consensus price target increased from US$35.25 to US$36.25. Share price stayed mostly flat at US$26.72 over the past week.
お知らせ • Jul 17Macquarie Infrastructure Corporation to Report Q2, 2020 Results on Aug 04, 2020Macquarie Infrastructure Corporation announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Aug 04, 2020