Aramex PJSC

DFM:ARMX 주식 리포트

시가총액: د.إ2.6b

Aramex PJSC 향후 성장

Future 기준 점검 3/6

Aramex PJSC (는) 각각 연간 30.2% 및 1.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 64.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 0.7% 로 예상됩니다.

핵심 정보

30.2%

이익 성장률

64.19%

EPS 성장률

Logistics 이익 성장14.5%
매출 성장률1.1%
향후 자기자본이익률0.73%
애널리스트 커버리지

Low

마지막 업데이트27 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Jun 06

ARMX: Leadership Changes And Revised Assumptions Will Shape A Cautious Outlook

Analysts have adjusted their fair value estimate for Aramex PJSC from AED2.22 to AED1.89, citing updated assumptions around revenue growth, profit margins, and the stock's future P/E profile. What's in the News Aramex appointed Amadou Diallo as Group Chief Executive Officer, effective May 1, 2026, with the company highlighting his more than 30 years of experience in logistics and transportation and his background in leading large scale operations and transformation initiatives across international markets.
내러티브 업데이트 May 09

ARMX: Upcoming Board Leadership Decisions Will Support Bullish Outlook

Analysts have slightly adjusted their price target for Aramex PJSC, with the updated fair value now at AED 2.22 per share. This reflects refined assumptions around the discount rate, revenue growth, profit margins and future P/E multiples.
내러티브 업데이트 Apr 20

ARMX: Upcoming Board Meetings And Dividend Discussion Will Support Bullish Outlook

Analysts have adjusted their price target for Aramex PJSC slightly lower, revising fair value from AED2.32 to about AED2.22. Updated assumptions on the discount rate, revenue growth, profit margins and future P/E have brought their model in line with the latest inputs.
내러티브 업데이트 Apr 05

ARMX: Upcoming Board Meeting And Dividend Proposal Will Support Bullish Outlook

Analysts have maintained their AED fair value estimate for Aramex PJSC at about AED 2.32. Only small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions have been made, resulting in an unchanged price target view.
내러티브 업데이트 Mar 21

ARMX: Upcoming Dividend Decision Will Support Bullish Share Price Outlook

Analysts have adjusted their price target for Aramex PJSC from AED 2.54 to AED 2.32, reflecting updated assumptions for revenue growth, profit margins, and a higher implied future P/E multiple. What's in the News A board meeting is scheduled for Feb 10, 2026, at 11:00 Coordinated Universal Time to review and approve the audited financial results for the fiscal year ended Dec 31, 2025 (Key Developments).
내러티브 업데이트 Mar 07

ARMX: Higher Net Margin Outlook Will Support Bullish Share Price

Analysts have trimmed their price target on Aramex PJSC from AED 2.66 to AED 2.54 as updated assumptions for revenue growth, profit margins and future P/E multiples feed through to a slightly lower fair value estimate. What's in the News A board meeting is scheduled for 10 February 2026 at 11:00 Coordinated Universal Time to review audited financial results for the year ended 31 December 2025 (company disclosure).
내러티브 업데이트 Feb 20

ARMX: Higher Future P/E Assumptions Will Support Bullish Share Price Outlook

Analysts have slightly reduced their Aramex PJSC price target to AED 2.66 from AED 2.77, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for Feb 10, 2026 at 11:00 Coordinated Universal Time to review audited financial results for the fiscal year ended Dec 31, 2025, discuss the proposed agenda for the Annual General Meeting, consider a dividend distribution recommendation for 2025, and review business updates and routine matters (Key Developments).
내러티브 업데이트 Feb 05

ARMX: Higher Future P/E Assumptions Will Support Bullish Share Price Outlook

Analysts have slightly adjusted their price target for Aramex PJSC, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the revised valuation view. What's in the News Board meeting scheduled for Feb 10, 2026 at 11:00 UTC to review audited financial results for the fiscal year ended Dec 31, 2025 and to discuss a proposed dividend distribution for shareholder approval at the upcoming Annual General Meeting (Key Developments).
내러티브 업데이트 Jan 22

ARMX: Stable Long Term Assumptions Will Support Bullish Share Price Outlook

Analysts have nudged their price target on Aramex PJSC slightly higher to reflect small adjustments to the discount rate, long term revenue growth, profit margin and future P/E assumptions. This has resulted in a modest uplift in the estimated equity value per share expressed in local currency terms.
내러티브 업데이트 Jan 07

ARMX: Higher Future P/E Assumptions Will Support Bullish Share Price Outlook

Analysts have adjusted their price target for Aramex PJSC to reflect slightly higher required returns, a modestly lower profit margin profile and a higher assumed future P/E of 21.28x, while keeping their fair value estimate steady at $2.77. What's in the News Board meeting scheduled for Nov 27, 2025 at 11:00 UTC to review business updates and routine matters (Key Developments).
내러티브 업데이트 Dec 17

ARMX: Stable Margins And Forthcoming Board Meetings Will Support Future Share Price

Analysts have slightly raised their price target on Aramex PJSC, reflecting marginal improvements in the discount rate, revenue growth, profit margin, and future P/E assumptions that together support a modest uplift in the stock’s estimated fair value. What's in the News Board meeting scheduled for November 27, 2025, at 11:00 UTC to review business updates and routine matters (company disclosure).
내러티브 업데이트 Dec 03

ARMX: Higher Margin Outlook And Upcoming Board Meetings Will Support Share Price

Analysts have nudged their fair value estimate for Aramex PJSC slightly lower to around $2.77 from about $2.81, citing a marginally higher perceived risk despite modest upgrades to long term revenue growth and profit margin assumptions, as well as a lower projected future price to earnings multiple. What's in the News Board meeting scheduled for November 12, 2025 at 12:00 UTC to review unaudited interim condensed consolidated financial statements for Q3 and the first nine months of 2025, and to discuss business updates and routine matters (company announcement) Additional board meeting set for November 27, 2025 at 11:00 UTC focused on company business updates and routine matters (company announcement) Valuation Changes The fair value estimate has edged down slightly from AED 2.81 to about AED 2.77 per share, reflecting a modestly higher perceived risk.
내러티브 업데이트 Nov 19

ARMX: Upcoming Board Review And Steady Earnings Outlook Will Support Share Price

Analysts have slightly reduced their price target for Aramex PJSC from AED 2.83 to AED 2.81. This change reflects updated expectations around profit margins, revenue growth, and valuation metrics.
내러티브 업데이트 Nov 04

ARMX: Upcoming Board Review And Stable Financials To Shape Share Outlook

Analysts have maintained their price target for Aramex PJSC at AED 2.83. They cite minor adjustments in discount rate and profit margin, but note that these do not significantly alter their valuation outlook.
내러티브 업데이트 Oct 21

Analysts Lower Aramex PJSC Price Target as Valuation Adjusts Following Index Removal

Analysts have slightly lowered their price target for Aramex PJSC from AED 2.88 to AED 2.83, citing modest adjustments in projected revenue growth and profit margin expectations. What's in the News Aramex PJSC will hold a board meeting on August 7, 2025.
User avatar
새로운 내러티브 Feb 17

Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience

Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience.
분석 기사 May 21

We Think Aramex PJSC's (DFM:ARMX) Healthy Earnings Might Be Conservative

Aramex PJSC's ( DFM:ARMX ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
분석 기사 Feb 12

Earnings Beat: Aramex PJSC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Aramex PJSC ( DFM:ARMX ) had a good week, as its shares rose 3.8% to close at د.إ2.16 following the...
분석 기사 Jul 07

An Intrinsic Calculation For Aramex PJSC (DFM:ARMX) Suggests It's 25% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Aramex PJSC fair value estimate is د.إ3.91 Current share price...
분석 기사 Aug 30

Why Aramex PJSC (DFM:ARMX) Could Be Worth Watching

Aramex PJSC ( DFM:ARMX ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
분석 기사 Jun 20

Is There An Opportunity With Aramex PJSC's (DFM:ARMX) 49% Undervaluation?

In this article we are going to estimate the intrinsic value of Aramex PJSC ( DFM:ARMX ) by taking the forecast future...
분석 기사 May 14

What Does Aramex PJSC's (DFM:ARMX) Share Price Indicate?

Aramex PJSC ( DFM:ARMX ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Apr 28

Capital Allocation Trends At Aramex PJSC (DFM:ARMX) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
분석 기사 Nov 30

When Should You Buy Aramex PJSC (DFM:ARMX)?

Aramex PJSC ( DFM:ARMX ), is not the largest company out there, but it saw a decent share price growth in the teens...
분석 기사 Oct 18

Aramex PJSC (DFM:ARMX) Has Some Way To Go To Become A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jul 11

Returns On Capital At Aramex PJSC (DFM:ARMX) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Mar 14

We're Watching These Trends At Aramex PJSC (DFM:ARMX)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...

이익 및 매출 성장 예측

DFM:ARMX - 애널리스트 향후 추정치 및 과거 재무 데이터 (AED Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,45947384N/A1
12/31/20276,720102083922
12/31/20266,47522-433252
3/31/20266,39720358511N/A
12/31/20256,36021403547N/A
9/30/20256,35572454609N/A
6/30/20256,34893434580N/A
3/31/20256,347106431573N/A
12/31/20246,324135489615N/A
9/30/20246,153154419532N/A
6/30/20245,911137490600N/A
3/31/20245,803153470601N/A
12/31/20235,694131398521N/A
9/30/20235,70487502620N/A
6/30/20235,781114425536N/A
3/31/20235,909139496579N/A
12/31/20225,926161487566N/A
9/30/20226,003175291367N/A
6/30/20226,038169295395N/A
3/31/20226,093185308418N/A
12/31/20216,069179186315N/A
9/30/20216,056185519673N/A
6/30/20216,061195703852N/A
3/31/20215,7842248951,041N/A
12/31/20205,5102459691,107N/A
9/30/20205,1983211,0151,175N/A
6/30/20205,001394807972N/A
3/31/20204,986428693855N/A
12/31/20195,068474N/A860N/A
9/30/20195,208499N/A613N/A
6/30/20195,177498N/A715N/A
3/31/20195,130497N/A614N/A
12/31/20185,086492N/A494N/A
9/30/20184,985503N/A552N/A
6/30/20184,889472N/A392N/A
3/31/20184,804447N/A465N/A
12/31/20174,721436N/A508N/A
9/30/20174,555402N/A556N/A
6/30/20174,462388N/A665N/A
3/31/20174,420415N/A560N/A
12/31/20164,343419N/A613N/A
9/30/20164,167343N/A574N/A
6/30/20164,033348N/A489N/A
3/31/20163,875315N/A481N/A
12/31/20153,755303N/A468N/A
9/30/20153,730337N/A380N/A
6/30/20153,733334N/A413N/A

애널리스트 향후 성장 전망

수입 대 저축률: ARMX 의 연간 예상 수익 증가율(30.2%)이 saving rate(15.1%)보다 높습니다.

수익 vs 시장: ARMX 의 연간 수익(30.2%)이 AE 시장(5.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ARMX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: ARMX 의 수익(연간 1.1%)이 AE 시장(연간 8.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ARMX 의 수익(연간 1.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: ARMX의 자본 수익률은 3년 후 0.7%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 23:47
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Aramex PJSC는 15명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Abdullah AlawiAljazira Capital Company
Kais KriaaAlphaMena
Fadwa AouiniAlphaMena