Downer EDI Limited

ASX:DOW 주식 리포트

시가총액: AU$5.4b

Downer EDI 향후 성장

Future 기준 점검 2/6

Downer EDI (는) 각각 연간 19.2% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.2% 로 예상됩니다.

핵심 정보

19.2%

이익 성장률

19.20%

EPS 성장률

Commercial Services 이익 성장12.6%
매출 성장률3.6%
향후 자기자본이익률17.23%
애널리스트 커버리지

Good

마지막 업데이트25 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Jun 17

DOW: Contract Wins And Turnaround Progress Are Expected To Sustain Steady Returns

Analysts have maintained their A$8.23 price target for Downer EDI, making only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect slightly revised views on the company’s risk profile and earnings quality, rather than any change in the overall valuation.
내러티브 업데이트 Jun 03

DOW: Reset And Buyback Are Expected To Support Steady Future Returns

Analysts have nudged their price target on Downer EDI fractionally lower from A$8.24 to A$8.23, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions as the key drivers of the recalibration. What's in the News A multi-year operational reset is under way, with Downer EDI focusing on core infrastructure services across transport, utilities and facilities, supported by long-term government contracts and recurring maintenance work.
내러티브 업데이트 May 19

DOW: Execution Risks On Long Term Facilities Contract Will Likely Cap Returns

Analysts have maintained their A$6.80 price target for Downer EDI, making only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their updated assessment. What's in the News New long-term Integrated Facilities Management contract with Stockland Corporation valued at about A$500 million over an initial five-year term, commencing August 1, 2026, with an additional five-year extension option available (Client Announcements).
내러티브 업데이트 May 03

DOW: Long Term Facilities Contract And Higher Margin Outlook Will Support Upside

Analysts have raised their price target for Downer EDI from A$8.85 to A$9.20, citing revised assumptions for revenue growth, profit margins and future P/E that they consider better aligned with the group’s current risk profile and discount rate. What's in the News Announced a long term Integrated Facilities Management partnership with Stockland Corporation, a contract valued at approximately A$500 million over an initial five year term starting August 1, 2026, with an option for a further five years.
내러티브 업데이트 Apr 18

DOW: Long Term Facilities Contract And Buyback Will Support Future Returns

Analysts have adjusted their A$8.24 price target for Downer EDI in line with updated discount rate and P/E assumptions. This reflects refined views on the risk profile and earnings multiple rather than changes to fair value itself.
내러티브 업데이트 Apr 04

DOW: Execution Risks On New Contracts Will Likely Cap Future Returns

Analysts have adjusted their price target on Downer EDI to A$6.80. The change is framed around updated views on discount rates, modest revenue growth assumptions, and stable profit margin and P/E expectations.
내러티브 업데이트 Mar 21

DOW: Bullish Coverage And Execution Risks Will Likely Limit Future Upside

Analysts have lifted their price target for Downer EDI to A$6.80 from A$6.70, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E following recent bullish research coverage. Analyst Commentary Even with a higher price target on the table, not every analyst is fully comfortable with the risk and reward profile at current levels.
내러티브 업데이트 Mar 06

DOW: Buyback, NZ Road Contracts And FY26 Guidance Will Support A Steady Outlook

Analysts have nudged their price target for Downer EDI to A$8.24, with the small change reflecting updated views on fair value, discount rates and forward P/E following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the A$8.24 price target as supported by updated assumptions on fair value, with recent research pointing to what they view as attractive risk and reward at current levels.
내러티브 업데이트 Feb 20

DOW: Buyback And NZ Road Contracts Will Support A Measured Outlook

Analysts have lifted their price target on Downer EDI from A$7.70 to A$8.23, reflecting updated assumptions around revenue growth, profit margins, discount rates and future P/E following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$8.23 target as better aligning with their updated revenue and margin assumptions, which they believe are now more in step with recent research views.
내러티브 업데이트 Feb 06

DOW: Future Contract Execution Risks Will Likely Restrain Upside Potential

Analysts have lifted their fair value estimate for Downer EDI from A$5.40 to A$6.70, with the higher target linked to updated assumptions around revenue growth, profit margins, discount rate and future P/E, as well as a recent constructive initiation of coverage from the Street. Analyst Commentary While some research has highlighted a constructive view on Downer EDI, bearish analysts are still flagging several areas of concern that they believe could cap upside for the shares and restrain valuation multiples.
내러티브 업데이트 Jan 23

DOW: Long Term NZ Road And Chevron Contracts Will Support Upside Outlook

Narrative Update on Downer EDI Analysts have lifted their fair value estimate for Downer EDI from A$8.50 to A$8.85, citing refreshed assumptions around revenue growth, profit margins, discount rates and future P/E multiples. What’s in the News Selected as preferred contractor for NZ Transport Agency Waka Kotahi road network maintenance across four state highway contracts in Central Waikato, Taranaki, Tairawhiti and Coastal Otago, with services scheduled to commence in May 2026, subject to final terms (Client Announcement).
내러티브 업데이트 Jan 08

DOW: Long Term NZ Road And Chevron Contracts Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Downer EDI steady at A$8.50, with only small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E, resulting in a largely unchanged price target view. What's in the News Selected as preferred contractor for NZ Transport Agency Waka Kotahi road network maintenance across four state highway contracts in Central Waikato, Taranaki, Tairawhiti and Coastal Otago, with work scheduled to commence in May 2026, subject to finalising contract terms (Client Announcements).
분석 기사 Dec 25

Does Downer EDI (ASX:DOW) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Dec 14

DOW: Chevron Contract And Higher Multiple Will Shape Balanced Outlook

Analysts have nudged their price target for Downer EDI higher from A$7.75 to A$8.50. This reflects slightly stronger medium term revenue growth expectations and a willingness to ascribe a higher future earnings multiple, despite modestly softer margin forecasts.
분석 기사 Dec 03

Is It Time To Consider Buying Downer EDI Limited (ASX:DOW)?

Downer EDI Limited ( ASX:DOW ), is not the largest company out there, but it saw a decent share price growth of 15% on...
내러티브 업데이트 Nov 30

DOW: Major Contracts And Long-Term Agreements Will Support Measured Outlook

Analysts have raised their price target for Downer EDI from $7.36 to $7.70, citing improved revenue growth expectations, even though there is a slight reduction in forecast profit margins. What's in the News Downer EDI secured a new contract with Chevron Australia for maintenance and support services at the Wheatstone and Gorgon facilities.
내러티브 업데이트 Nov 16

DOW: Major Defence Contract And Share Buyback Will Shape Outlook

Analysts have raised their price target for Downer EDI from $7.28 to $7.36. This change is based on updated expectations in fair value and discount rate, while forecasts for revenue growth and profit margin remain stable.
내러티브 업데이트 Oct 31

DOW: New Contracts And Buyback Program Will Support Steady Outlook Ahead

Analysts have maintained their price target for Downer EDI at $7.28, citing only marginal improvements in the company's discount rate and valuation metrics. These changes do not significantly alter their overall outlook.
내러티브 업데이트 Oct 17

Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities

Analysts have raised their price target for Downer EDI to $7.28 per share. They cite modest improvements in the company’s discount rate and future price-to-earnings ratio as key drivers behind the updated valuation.
내러티브 업데이트 Oct 03

Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities

Analysts have raised their price target for Downer EDI from $7.08 to $7.28 per share. This change reflects revised expectations for revenue growth, profit margins, and valuation multiples.
분석 기사 Oct 02

Returns At Downer EDI (ASX:DOW) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
내러티브 업데이트 Sep 16

Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities

Downer EDI's consensus analyst price target has increased to A$7.08, reflecting analysts’ confidence in significant cost reductions, improved operational performance from contract removals, completion of portfolio rationalisation, and underappreciated growth opportunities, driving expectations for stronger earnings and business focus. Analyst Commentary Significant cost reductions of approximately A$200M achieved through contract and joint venture divestments.
분석 기사 Sep 09

Here's Why Downer EDI (ASX:DOW) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Aug 22

Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities

Despite a notable downgrade in consensus revenue growth forecasts and a higher future P/E ratio, analysts have raised Downer EDI’s fair value estimate from A$6.21 to A$6.72. What's in the News Downer EDI authorized a share buyback plan, with approval to repurchase up to 33,578,684 shares (5% of issued capital) through on-market purchases, expiring June 2026.
분석 기사 Aug 05

What Does Downer EDI Limited's (ASX:DOW) Share Price Indicate?

ASX:DOW 1 Year Share Price vs Fair Value Explore Downer EDI's Fair Values from the Community and select yours Downer...
분석 기사 Jul 15

Downer EDI Limited (ASX:DOW) Might Not Be As Mispriced As It Looks

When close to half the companies operating in the Commercial Services industry in Australia have price-to-sales ratios...
분석 기사 May 07

Is Downer EDI (ASX:DOW) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 23

What Does Downer EDI Limited's (ASX:DOW) Share Price Indicate?

Downer EDI Limited ( ASX:DOW ), is not the largest company out there, but it saw a decent share price growth of 10% on...
분석 기사 Apr 07

Downer EDI's (ASX:DOW) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
분석 기사 Mar 01

Downer EDI Limited's (ASX:DOW) Shares Not Telling The Full Story

Downer EDI Limited's ( ASX:DOW ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
분석 기사 Feb 14

Calculating The Fair Value Of Downer EDI Limited (ASX:DOW)

Key Insights The projected fair value for Downer EDI is AU$4.93 based on 2 Stage Free Cash Flow to Equity Downer EDI's...
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새로운 내러티브 Feb 06

Positioning In Energy Transition And Defense Will Unlock Future Opportunities

Strategic positioning in energy and infrastructure services supports revenue growth, leveraging government contracts and carbon transition opportunities.
분석 기사 Jan 16

Is There Now An Opportunity In Downer EDI Limited (ASX:DOW)?

Downer EDI Limited ( ASX:DOW ), is not the largest company out there, but it saw significant share price movement...
분석 기사 Dec 05

Downer EDI (ASX:DOW) Has Some Way To Go To Become A Multi-Bagger

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 Oct 17

Downer EDI (ASX:DOW) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 27

Market Cool On Downer EDI Limited's (ASX:DOW) Revenues

When close to half the companies operating in the Commercial Services industry in Australia have price-to-sales ratios...
분석 기사 Sep 10

Why Downer EDI's (ASX:DOW) Earnings Are Better Than They Seem

Shareholders appeared to be happy with Downer EDI Limited's ( ASX:DOW ) solid earnings report last week. According to...
분석 기사 Aug 30

Some Investors May Be Worried About Downer EDI's (ASX:DOW) Returns On Capital

When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
분석 기사 Jul 25

Downer EDI Limited's (ASX:DOW) Intrinsic Value Is Potentially 58% Above Its Share Price

Key Insights Downer EDI's estimated fair value is AU$7.51 based on 2 Stage Free Cash Flow to Equity Current share price...
분석 기사 Jun 10

What Is Downer EDI Limited's (ASX:DOW) Share Price Doing?

While Downer EDI Limited ( ASX:DOW ) might not have the largest market cap around , it saw significant share price...
분석 기사 May 22

Investors Holding Back On Downer EDI Limited (ASX:DOW)

Downer EDI Limited's ( ASX:DOW ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy right now...
분석 기사 Apr 19

Investors Met With Slowing Returns on Capital At Downer EDI (ASX:DOW)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
분석 기사 Mar 15

Are Investors Undervaluing Downer EDI Limited (ASX:DOW) By 46%?

Key Insights Downer EDI's estimated fair value is AU$8.97 based on 2 Stage Free Cash Flow to Equity Downer EDI is...
분석 기사 Feb 22

Downer EDI's (ASX:DOW) Dividend Will Be A$0.06

Downer EDI Limited's ( ASX:DOW ) investors are due to receive a payment of A$0.06 per share on 11th of April. Based on...
분석 기사 Dec 12

Slowing Rates Of Return At Downer EDI (ASX:DOW) Leave Little Room For Excitement

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Oct 12

An Intrinsic Calculation For Downer EDI Limited (ASX:DOW) Suggests It's 31% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Downer EDI fair value estimate is AU$5.92 Current share price...
분석 기사 Sep 24

Is Downer EDI (ASX:DOW) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 02

Downer EDI (ASX:DOW) Has Some Way To Go To Become A Multi-Bagger

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Aug 12

Downer EDI's (ASX:DOW) Shareholders Will Receive A Smaller Dividend Than Last Year

Downer EDI Limited ( ASX:DOW ) is reducing its dividend from last year's comparable payment to A$0.08 on the 21st of...
분석 기사 Jul 16

Is Now The Time To Look At Buying Downer EDI Limited (ASX:DOW)?

Downer EDI Limited ( ASX:DOW ), might not be a large cap stock, but it saw a significant share price rise of over 20...
분석 기사 Jun 30

An Intrinsic Calculation For Downer EDI Limited (ASX:DOW) Suggests It's 44% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Downer EDI fair value estimate is AU$7.07 Downer EDI's AU$3.94...
분석 기사 May 09

Investors Could Be Concerned With Downer EDI's (ASX:DOW) Returns On Capital

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
분석 기사 Apr 06

When Should You Buy Downer EDI Limited (ASX:DOW)?

Downer EDI Limited ( ASX:DOW ), might not be a large cap stock, but it received a lot of attention from a substantial...
분석 기사 Mar 15

Downer EDI (ASX:DOW) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

이익 및 매출 성장 예측

ASX:DOW - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/202811,0113393696236
6/30/202710,6013093365897
6/30/202610,2642532325257
12/31/202510,113148449569N/A
9/30/202510,297136444566N/A
6/30/202510,482124440563N/A
3/31/202510,56092453579N/A
12/31/202410,63960467596N/A
9/30/202410,80958432570N/A
6/30/202410,98056398544N/A
3/31/202411,232-174341533N/A
12/31/202311,484-404283522N/A
9/30/202311,562-406169420N/A
6/30/202311,640-40755318N/A
3/31/202311,434-146N/AN/AN/A
12/31/202211,227115-50190N/A
9/30/202211,10012483343N/A
6/30/202210,972134216495N/A
3/31/202211,076165280562N/A
12/31/202111,169187345629N/A
9/30/202111,349182384669N/A
6/30/202111,530176423709N/A
3/31/202111,7513318611N/A
12/31/202011,972-169213513N/A
9/30/202012,326-1633336N/A
6/30/202012,680-158-208159N/A
3/31/202012,83724-187215N/A
12/31/201912,994206-167270N/A
9/30/201912,892230N/A450N/A
6/30/201912,789254N/A630N/A
3/31/201912,661231N/A631N/A
12/31/201812,532209N/A632N/A
9/30/201812,282136N/A607N/A
6/30/201812,03163N/A583N/A
3/31/201810,88474N/A544N/A
12/31/20179,73684N/A505N/A
9/30/20178,502128N/A473N/A
6/30/20177,268173N/A442N/A
3/31/20177,094175N/A477N/A
12/31/20166,920178N/A513N/A
9/30/20166,885174N/A481N/A
6/30/20166,850171N/A448N/A
3/31/20166,878174N/A427N/A
12/31/20156,907177N/A407N/A
9/30/20156,963188N/A447N/A
6/30/20157,020200N/A487N/A

애널리스트 향후 성장 전망

수입 대 저축률: DOW 의 연간 예상 수익 증가율(19.2%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: DOW 의 연간 수익(19.2%)이 Australian 시장(12.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: DOW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: DOW 의 수익(연간 3.6%)이 Australian 시장(연간 6.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: DOW 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: DOW의 자본 수익률은 3년 후 17.2%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/28 01:43
종가2026/06/26 00:00
수익2025/12/31
연간 수익2025/06/30

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분석가 소스

Downer EDI Limited는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Cameron NeedhamBofA Global Research
Shaurya VisenBofA Global Research