Lendlease Group 향후 성장

Future 기준 점검 3/6

Lendlease Group (는) 각각 연간 15% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.

핵심 정보

15.0%

이익 성장률

15.15%

EPS 성장률

Real Estate 이익 성장	27.7%
매출 성장률	6.5%
향후 자기자본이익률	6.83%
애널리스트 커버리지	Good
마지막 업데이트	18 Nov 2025

최근 향후 성장 업데이트

Lendlease Group Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Aug 21

Earnings Miss: Lendlease Group Missed EPS And Analysts Are Revising Their Forecasts

Feb 20

Recent updates

We Think Lendlease Group's (ASX:LLC) CEO Compensation Package Needs To Be Put Under A Microscope

Nov 08

Lendlease Group (ASX:LLC) Use Of Debt Could Be Considered Risky

Sep 11

Lendlease Group Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Aug 21

The Market Doesn't Like What It Sees From Lendlease Group's (ASX:LLC) Revenues Yet

Aug 08

Lendlease Group (ASX:LLC) Shares Could Be 49% Below Their Intrinsic Value Estimate

Jun 13

Lendlease Group's (ASX:LLC) Prospects Need A Boost To Lift Shares

May 02

Here's Why Lendlease Group (ASX:LLC) Is Weighed Down By Its Debt Load

Apr 11

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 72% Above Its Share Price

Mar 14

Lendlease Group (ASX:LLC) Has Announced A Dividend Of A$0.0649

Feb 22

Earnings Miss: Lendlease Group Missed EPS And Analysts Are Revising Their Forecasts

Feb 20

Lendlease Group (ASX:LLC) Looks Inexpensive But Perhaps Not Attractive Enough

Dec 22

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 65% Above Its Share Price

Dec 04

When Should You Buy Lendlease Group (ASX:LLC)?

Nov 16

Lendlease Group (ASX:LLC) Has No Shortage Of Debt

Oct 31

Is Lendlease Group (ASX:LLC) Potentially Undervalued?

Aug 04

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 20% Below Its Share Price

Jul 14

Lendlease Group (ASX:LLC) Use Of Debt Could Be Considered Risky

Jun 16

Is Lendlease Group (ASX:LLC) Using Too Much Debt?

Mar 15

Lendlease Group (ASX:LLC) Shares Could Be 35% Below Their Intrinsic Value Estimate

Feb 21

Is Lendlease Group (ASX:LLC) Using Too Much Debt?

Dec 09

An Intrinsic Calculation For Lendlease Group (ASX:LLC) Suggests It's 49% Undervalued

Nov 03

Is Lendlease Group (ASX:LLC) Using Too Much Debt?

Sep 02

An Intrinsic Calculation For Lendlease Group (ASX:LLC) Suggests It's 32% Undervalued

Aug 05

At AU$9.50, Is It Time To Put Lendlease Group (ASX:LLC) On Your Watch List?

Jul 09

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 18% Below Its Share Price

Apr 20

Lendlease Group (ASX:LLC) Has Debt But No Earnings; Should You Worry?

Mar 29

이익 및 매출 성장 예측

ASX:LLC - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
6/30/2028	9,107	408	245	368	2
6/30/2027	9,587	382	154	303	2
6/30/2026	8,071	240	957	164	2
6/30/2025	7,749	225	-828	-820	N/A
3/31/2025	8,365	-546	-372	-354	N/A
12/31/2024	8,981	-1,318	83	112	N/A
9/30/2024	9,175	-1,410	-17	29	N/A
6/30/2024	9,369	-1,502	-118	-55	N/A
3/31/2024	9,747	-864	-270	-193	N/A
12/31/2023	10,124	-227	-423	-331	N/A
9/30/2023	10,249	-229	-495	-408	N/A
6/30/2023	10,373	-232	-568	-486	N/A
3/31/2023	10,142	-107	-675	-597	N/A
12/31/2022	9,910	17	-783	-709	N/A
9/30/2022	9,437	-54	-851	-772	N/A
6/30/2022	8,964	-126	-920	-835	N/A
3/31/2022	8,870	-195	-483	-387	N/A
12/31/2021	8,775	-264	-46	60	N/A
9/30/2021	8,959	-29	151	264	N/A
6/30/2021	9,143	206	347	468	N/A
3/31/2021	9,477	-109	N/A	N/A	N/A
12/31/2020	9,811	-424	-204	-44	N/A
9/30/2020	10,823	-383	-128	47	N/A
6/30/2020	11,834	-342	-52	137	N/A
3/31/2020	13,624	64	N/A	N/A	N/A
12/31/2019	15,413	470	283	526	N/A
9/30/2019	15,227	514	56	293	N/A
6/30/2019	15,041	557	-171	60	N/A
3/31/2019	14,571	640	N/A	N/A	N/A
12/31/2018	14,102	722	N/A	-1,091	N/A
9/30/2018	15,329	758	N/A	-509	N/A
6/30/2018	16,556	793	N/A	73	N/A
3/31/2018	16,980	791	N/A	315	N/A
12/31/2017	17,405	789	N/A	557	N/A
9/30/2017	17,032	774	N/A	351	N/A
6/30/2017	16,659	759	N/A	146	N/A
3/31/2017	16,176	749	N/A	364	N/A
12/31/2016	15,694	739	N/A	582	N/A
9/30/2016	15,391	719	N/A	717	N/A
6/30/2016	15,089	698	N/A	853	N/A
3/31/2016	14,906	678	N/A	692	N/A
12/31/2015	14,723	657	N/A	531	N/A
9/30/2015	14,002	638	N/A	182	N/A
6/30/2015	13,281	619	N/A	-167	N/A
3/31/2015	13,304	753	N/A	185	N/A
12/31/2014	13,327	887	N/A	537	N/A

애널리스트 향후 성장 전망

수입 대 저축률: LLC 의 연간 예상 수익 증가율(15%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: LLC 의 연간 수익(15%)이 Australian 시장(12.1%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: LLC 의 수익(연간 6.5%)이 Australian 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: LLC 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LLC의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/19 07:22
종가	2025/11/19 00:00
수익	2025/06/30
연간 수익	2025/06/30

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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 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

Lendlease Group는 20명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Benjamin Brayshaw	Barrenjoey Markets Pty Limited
Nicholas McGarrigle	Barrenjoey Markets Pty Limited
Sameer Chopra	BofA Global Research

Lendlease Group 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Lendlease Group Reaffirms Group Earnings Guidance for the Fiscal Year 2025

Lendlease Group Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Price target decreased by 8.2% to AU$7.18

Price target decreased by 12% to AU$7.92

Earnings Miss: Lendlease Group Missed EPS And Analysts Are Revising Their Forecasts

Consensus EPS estimates increase by 11%, revenue downgraded

Recent updates

Lendlease Reportedly to Sell Remaining Assets in the Australian Prime Property Fund Retail

Lendlease Group, Annual General Meeting, Nov 14, 2025

Is Lendlease Group (ASX:LLC) Using Debt In A Risky Way?

Final dividend of AU$0.17 announced

Full year 2025 earnings: EPS and revenues miss analyst expectations

Lendlease Group Announces Ordinary Distribution for the Six Months Ended June 30, 2025, Payable on September 17, 2025

Lendlease Reportedly Kicks Off Keyton Sale

Sojitz Corporation (TSE:2768) acquired 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million.

Investors Aren't Buying Lendlease Group's (ASX:LLC) Revenues

Suitor Reportedly Sounds Out Lendlease over Keyton Unit

The Crown Estate agreed to acquire 50% stake in UK development assets of Lendlease from Lendlease Group (ASX:LLC).

A Look At The Fair Value Of Lendlease Group (ASX:LLC)

Restructuring And Divestment Will Refocus International Operations

Does Lendlease Group (ASX:LLC) Have A Healthy Balance Sheet?

Now 23% overvalued

Atlas FRM LLC completed the acquisition of UK Construction Business of Lendlease Group.

There Is A Reason Lendlease Group's (ASX:LLC) Price Is Undemanding

New major risk - Dividend sustainability

First half dividend reduced to AU$0.06

First half 2025 earnings released: EPS: AU$0.07 (vs AU$0.20 loss in 1H 2024)

Lendlease Group Announces the Interim Distribution, Payable on 12 March 2025

Omaha Beach Investment Holdings, LLC completed the acquisition of US Military Housing business of Lendlease from Lendlease Group (ASX:LLC).

Lendlease Group Reaffirms Group Earnings Guidance for the Fiscal Year 2025

Lendlease Group (ASX:LLC) Has A Somewhat Strained Balance Sheet

Lendlease Group's (ASX:LLC) Shares Lagging The Industry But So Is The Business

Independent Chairman of the Board recently bought AU$898k worth of stock

Lendlease Group to Report Fiscal Year 2025 Results on Aug 18, 2025

We Think Lendlease Group's (ASX:LLC) CEO Compensation Package Needs To Be Put Under A Microscope

Lendlease Group Announces Board Changes, Effective 15 November 2024

Lendlease Group Announces Executive Changes

Consigli Construction Co., Inc. acquired New York and New Jersey construction operations of Lendlease Group(ASX:LLC).

Lendlease Group (ASX:LLC) Use Of Debt Could Be Considered Risky

Lendlease Group Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Lendlease Group Announces Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on September 18, 2024

Final dividend of AU$0.095 announced

Full year 2024 earnings released

The Market Doesn't Like What It Sees From Lendlease Group's (ASX:LLC) Revenues Yet

Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million.

Lendlease Group (ASX:LLC) Shares Could Be 49% Below Their Intrinsic Value Estimate

Price target decreased by 8.2% to AU$7.18

Lendlease Group's (ASX:LLC) Prospects Need A Boost To Lift Shares

Here's Why Lendlease Group (ASX:LLC) Is Weighed Down By Its Debt Load

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 72% Above Its Share Price

Lendlease Group (ASX:LLC) Has Announced A Dividend Of A$0.0649

Price target decreased by 12% to AU$7.92

First half dividend increased to AU$0.065

First half dividend increased to AU$0.065

Earnings Miss: Lendlease Group Missed EPS And Analysts Are Revising Their Forecasts

First half 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Now 27% undervalued after recent price drop

Lendlease Group (ASX:LLC) Looks Inexpensive But Perhaps Not Attractive Enough

Lendlease Group to Report Fiscal Year 2024 Results on Aug 19, 2024

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 65% Above Its Share Price

When Should You Buy Lendlease Group (ASX:LLC)?

Lendlease Group (ASX:LLC) Has No Shortage Of Debt

Lendlease Group Updates Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 13, 2023

Full year 2023 earnings: Revenues exceed analyst expectations

Consensus EPS estimates increase by 11%, revenue downgraded

Lendlease Group to Report First Half, 2024 Results on Feb 19, 2024

Is Lendlease Group (ASX:LLC) Potentially Undervalued?

Supalai Reportedly in Talks on Lendlease Stake

Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 20% Below Its Share Price

Lendlease Group Announces New CEO Europe

Lendlease Group (ASX:LLC) Use Of Debt Could Be Considered Risky

Consensus EPS estimates increase by 70%

Is Lendlease Group (ASX:LLC) Using Too Much Debt?

Lendlease Group (ASX:LLC) Shares Could Be 35% Below Their Intrinsic Value Estimate

First half 2023 earnings released: AU$0.20 loss per share (vs AU$0.42 loss in 1H 2022)

Lendlease Group Announces Ordinary Unfranked Dividend for the Period of Six Months Ended 31 December 2022, Payable on 08 March 2023