Aecon Group 향후 성장
Future 기준 점검 4/6
Aecon Group (는) 각각 연간 61.6% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 57% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.7% 로 예상됩니다.
핵심 정보
61.6%
이익 성장률
57.04%
EPS 성장률
| Construction 이익 성장 | 15.9% |
| 매출 성장률 | 5.6% |
| 향후 자기자본이익률 | 11.75% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 05
ARE: Future Returns Will Reflect Record Backlog And Northern Infrastructure Pipeline
Analysts have lifted Aecon Group's price target by several dollars to the low CA$50s. This reflects updated models that incorporate recent estimate revisions while keeping key assumptions such as revenue growth, profit margin, and future P/E broadly unchanged.내러티브 업데이트 • May 12
ARE: Future Returns Will Reflect Equity Raise, Record Backlog And Dividend Commitment
Aecon Group's analyst fair value estimate has been updated from CA$45.50 to CA$52.18, reflecting a series of recent price target increases across the Street as analysts incorporate revised assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group has been heavily skewed toward higher price targets, with several firms updating their models and resetting expectations for what they view as a more fully valued outlook for the stock.내러티브 업데이트 • Apr 22
ARE: Future Returns Will Reflect Equity Raise, Backlog Delivery And Dividend Commitment
Aecon Group's updated analyst fair value estimate has shifted modestly higher to CA$45.50, with analysts citing recent CA$0.50 to CA$5.25 price target increases and refreshed models that incorporate small adjustments to revenue growth assumptions, profit margin expectations, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group centers on a cluster of price target revisions and refreshed coverage that collectively feed into the updated fair value estimate.내러티브 업데이트 • Apr 06
ARE: Future Returns Will Reflect Equity Raise Strength And Backlog Execution Risk
Aecon Group's updated analyst price target reflects a higher fair value estimate of CA$44.64, supported by recent target raises from multiple firms and analyst expectations for slightly stronger revenue growth and a higher future P/E multiple, partially balanced by modestly lower profit margin assumptions. Analyst Commentary Recent Street research around Aecon Group focuses on higher price targets and a mix of ratings that range from Hold and Sector Perform to Buy.내러티브 업데이트 • Mar 22
ARE: Future Cash Flows Will Reflect Tighter Margins And Backlog Driven Risk Balance
Aecon Group's updated analyst price target of CA$40.96, up from CA$36.75, reflects recent target increases across the Street, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Aecon Group points to a clear reset in expectations, with several price targets now aligned in a higher C$38 to C$52 range.
새로운 내러티브 • Mar 08
Bullish View Expects Nuclear And Power Backlog To Drive Long-Term Upside
Catalysts About Aecon Group Aecon Group is a construction and infrastructure company with core exposure to power, utilities, transportation, nuclear and concessions in Canada and select international markets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 07
ARE: Future Cash Flows Will Reflect Tighter Margins And Balanced Risk Profile
Narrative Update on Aecon Group Analysts have nudged their Aecon Group price target higher to CA$36.75 from CA$35.34, citing updated assumptions around fair value, a slightly lower discount rate, and modest tweaks to revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research does not focus directly on Aecon Group, but it offers some useful context from coverage of a large real estate owner with exposure to occupancy trends and earnings visibility.내러티브 업데이트 • Feb 20
ARE: Medium Term Earnings Will Reflect Tighter Margins And Measured Risk Profile
Narrative Update on Aecon Group The analyst price target for Aecon Group has shifted slightly higher, from about CA$34.09 to CA$35.34, as analysts factor in updated views on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research around Aecon Group signals a mix of optimism and caution, reflected in the modestly higher price target and the assumptions behind it.내러티브 업데이트 • Feb 06
ARE: Balanced Medium Term Earnings Outlook Will Reflect Tighter Margins And Measured Risk Profile
Analysts have raised their price target on Aecon Group to $34.09 from $33.18, citing updated assumptions that include a 5.38% revenue growth outlook, a 3.91% profit margin, an 11.73x future P/E, and a slightly higher 8.26% discount rate. Analyst Commentary Recent valuation work on Aecon Group reflects a balanced mix of optimism and caution, with analysts updating their models around revenue growth, margins, and the applied P/E multiple.내러티브 업데이트 • Jan 22
ARE: Backlog And Guidance Will Support Balanced Medium Term Earnings Outlook
Narrative Update on Aecon Group Analysts have adjusted their outlook on Aecon Group, with price targets now ranging from C$30 to C$35 compared with prior targets clustered around C$26. This reflects mixed views on the shares, even though updated assumptions on discount rate, revenue growth, profit margin, and future P/E leave the modelled fair value estimate broadly unchanged.분석 기사 • Jan 18
Is Aecon Group (TSE:ARE) Using Too Much Debt?
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 • Jan 08
ARE: Backlog And New Contracts Will Support Balanced Medium Term Earnings Outlook
Aecon Group’s analyst price targets have recently shifted higher, with moves such as RBC Capital’s increase to C$30 from C$26 and other targets in the C$32 to C$35 range. Analysts are reassessing the company using updated assumptions for growth, margins and valuation multiples.내러티브 업데이트 • Dec 21
ARE: Record Backlog And New Contracts Will Support Steady Medium Term Earnings
Aecon Group's analyst price target has inched higher to C$30, up from a prior consensus closer to the mid C$20s. Analysts cite modestly stronger revenue growth expectations, a slightly lower perceived risk profile, and a marginally higher future earnings multiple, despite some recent rating downgrades.내러티브 업데이트 • Dec 07
ARE: Record Backlog And New Contracts Will Support Steady Earnings Outlook
Analysts have increased their average price target on Aecon Group, reflecting recent raises from firms such as RBC Capital, CIBC, ATB Capital and Stifel. They point to improved margin expectations and a modestly lower perceived risk profile, which are reflected in our updated discount rate and profit margin assumptions.내러티브 업데이트 • Nov 23
ARE: New Contracts And Record Backlog Will Drive Sustained Earnings Momentum
Aecon Group's average analyst price target has increased, with several analysts citing recent project wins and anticipated revenue growth as justification for raising their targets by C$4 to C$6 per share. Analyst Commentary Recent analyst activity around Aecon Group reveals a mix of optimism and caution, reflecting both the company's opportunities and the challenges it may face going forward.내러티브 업데이트 • Nov 05
ARE: Project Wins And Record Backlog Will Drive Upside Momentum Ahead
Aecon Group’s analyst price target has increased significantly from approximately $25.55 to $33.09, as analysts highlight stronger expected revenue growth and recent upward revisions from several research firms. Analyst Commentary Recent updates from street analysts highlight both optimism and caution surrounding Aecon Group's outlook.분석 기사 • Oct 29
Aecon Group Inc. (TSE:ARE) Looks Just Right With A 29% Price Jump
Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 29% gain in the last month alone. The...내러티브 업데이트 • Oct 22
Analyst Views Mixed as Aecon Group Sees Higher Price Target and Improved Outlook
Aecon Group's analyst price target has been raised from C$24.82 to C$25.55. This change reflects analysts' increased confidence in slightly higher revenue growth and improved profit margins.내러티브 업데이트 • Oct 08
Electrification And Nuclear Projects Will Transform US And Canadian Infrastructure
Aecon Group's analyst price target has been raised from C$23.27 to C$24.82. This change reflects analysts' increased confidence due to slightly improved profit margin forecasts and a modestly lower discount rate.분석 기사 • Aug 08
We Think That There Are Issues Underlying Aecon Group's (TSE:ARE) Earnings
TSX:ARE 1 Year Share Price vs Fair Value Explore Aecon Group's Fair Values from the Community and select yours Aecon...분석 기사 • Aug 05
Aecon Group (TSE:ARE) Will Pay A Dividend Of CA$0.19
The board of Aecon Group Inc. ( TSE:ARE ) has announced that it will pay a dividend on the 2nd of October, with...분석 기사 • May 27
Investors Still Aren't Entirely Convinced By Aecon Group Inc.'s (TSE:ARE) Revenues Despite 26% Price Jump
Those holding Aecon Group Inc. ( TSE:ARE ) shares would be relieved that the share price has rebounded 26% in the last...
새로운 내러티브 • Apr 23
Backlog And New Projects Will Unlock US Market Opportunities
The strong backlog and strategic focus on high-margin sectors position Aecon for potential revenue growth and improved margins as key projects transition to execution.분석 기사 • Mar 08
CA$26.36: That's What Analysts Think Aecon Group Inc. (TSE:ARE) Is Worth After Its Latest Results
Shareholders in Aecon Group Inc. ( TSE:ARE ) had a terrible week, as shares crashed 20% to CA$17.96 in the week since...분석 기사 • Mar 06
Cautious Investors Not Rewarding Aecon Group Inc.'s (TSE:ARE) Performance Completely
Aecon Group Inc.'s ( TSE:ARE ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...분석 기사 • Jan 24
Does Aecon Group (TSE:ARE) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 15
Aecon Group (TSE:ARE) Has Announced A Dividend Of CA$0.19
Aecon Group Inc.'s ( TSE:ARE ) investors are due to receive a payment of CA$0.19 per share on 3rd of January. This...분석 기사 • Nov 15
Aecon Group Inc.'s (TSE:ARE) Shares Leap 30% Yet They're Still Not Telling The Full Story
Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 30% gain in the last month alone. The...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,553 | N/A | N/A | N/A | 1 |
| 12/31/2027 | 6,236 | 132 | 155 | 279 | 11 |
| 12/31/2026 | 5,956 | 97 | 61 | 217 | 11 |
| 3/31/2026 | 5,630 | 35 | 191 | 261 | N/A |
| 12/31/2025 | 5,435 | 15 | 59 | 127 | N/A |
| 9/30/2025 | 5,160 | 8 | -90 | -34 | N/A |
| 6/30/2025 | 4,906 | 25 | -90 | -31 | N/A |
| 3/31/2025 | 4,458 | -91 | -76 | -9 | N/A |
| 12/31/2024 | 4,243 | -60 | -46 | 8 | N/A |
| 9/30/2024 | 4,106 | -64 | 96 | 147 | N/A |
| 6/30/2024 | 4,070 | 13 | 157 | 199 | N/A |
| 3/31/2024 | 4,383 | 165 | 1 | 31 | N/A |
| 12/31/2023 | 4,644 | 162 | 27 | 51 | N/A |
| 9/30/2023 | 4,780 | 172 | -122 | -88 | N/A |
| 6/30/2023 | 4,861 | 73 | -253 | -210 | N/A |
| 3/31/2023 | 4,818 | 38 | -122 | -80 | N/A |
| 12/31/2022 | 4,696 | 30 | -155 | -114 | N/A |
| 9/30/2022 | 4,518 | 23 | -113 | -77 | N/A |
| 6/30/2022 | 4,361 | 27 | -120 | -94 | N/A |
| 3/31/2022 | 4,209 | 51 | -174 | -143 | N/A |
| 12/31/2021 | 3,977 | 50 | -73 | -31 | N/A |
| 9/30/2021 | 3,966 | 70 | 18 | 109 | N/A |
| 6/30/2021 | 3,842 | 105 | 155 | 262 | N/A |
| 3/31/2021 | 3,650 | 81 | 124 | 242 | N/A |
| 12/31/2020 | 3,644 | 88 | 134 | 273 | N/A |
| 9/30/2020 | 3,484 | 76 | 206 | 333 | N/A |
| 6/30/2020 | 3,470 | 45 | 31 | 186 | N/A |
| 3/31/2020 | 3,558 | 71 | -5 | 187 | N/A |
| 12/31/2019 | 3,460 | 73 | N/A | 196 | N/A |
| 9/30/2019 | 3,492 | 81 | N/A | -77 | N/A |
| 6/30/2019 | 3,486 | 80 | N/A | 106 | N/A |
| 3/31/2019 | 3,373 | 68 | N/A | 385 | N/A |
| 12/31/2018 | 3,266 | 59 | N/A | 369 | N/A |
| 9/30/2018 | 3,003 | 52 | N/A | 545 | N/A |
| 6/30/2018 | 2,743 | 35 | N/A | 421 | N/A |
| 3/31/2018 | 2,674 | 27 | N/A | 90 | N/A |
| 12/31/2017 | 2,806 | 28 | N/A | 197 | N/A |
| 9/30/2017 | 2,966 | 36 | N/A | 113 | N/A |
| 6/30/2017 | 3,044 | 39 | N/A | 132 | N/A |
| 3/31/2017 | 3,197 | 45 | N/A | 174 | N/A |
| 12/31/2016 | 3,213 | 47 | N/A | 27 | N/A |
| 9/30/2016 | 3,242 | 65 | N/A | 65 | N/A |
| 6/30/2016 | 3,279 | 64 | N/A | 26 | N/A |
| 3/31/2016 | 3,107 | 69 | N/A | 95 | N/A |
| 12/31/2015 | 2,918 | 69 | N/A | 58 | N/A |
| 9/30/2015 | 2,766 | 50 | N/A | 43 | N/A |
| 6/30/2015 | 2,731 | 64 | N/A | 85 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ARE 의 연간 예상 수익 증가율(61.6%)이 saving rate(3%)보다 높습니다.
수익 vs 시장: ARE 의 연간 수익(61.6%)이 Canadian 시장(10.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ARE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: ARE 의 수익(연간 5.6%)이 Canadian 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ARE 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ARE의 자본 수익률은 3년 후 11.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/09 19:33 |
| 종가 | 2026/06/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Aecon Group Inc.는 17명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Murray | ATB Cormark |
| Gareth Tingling | Beacon Securities Limited |
| Devin Dodge | BMO Capital Markets Equity Research |