Air Canada

TSX:AC 주식 리포트

시가총액: CA$7.7b

Air Canada 향후 성장

Future 기준 점검 3/6

Air Canada (는) 각각 연간 17.8% 및 5.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.4% 로 예상됩니다.

핵심 정보

17.8%

이익 성장률

13.23%

EPS 성장률

Airlines 이익 성장21.9%
매출 성장률5.9%
향후 자기자본이익률17.40%
애널리스트 커버리지

Good

마지막 업데이트24 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 03

AC: Higher Long Term Guidance And Travel Demand Will Support Future Pricing Power

Air Canada’s updated fair value estimate has moved from CA$25.36 to CA$34.89. This reflects a series of higher analyst price targets in the CA$31 to CA$40 range as analysts weigh the company’s revised long term guidance and valuation multiples.
내러티브 업데이트 • Aug 19

AC: Aeroplan Monetization And Cash Returns Will Shape Long Term Upside

Air Canada’s analyst fair value estimate has been raised from CA$29.62 to CA$45.00. This reflects higher Street price targets in the CA$31 to CA$40 range, as well as updated assumptions on revenue growth, profit margins, future P/E and the discount rate from analysts.
내러티브 업데이트 • Aug 05

AC: Raised Price Views Will Tighten Future Execution Risk Reward

Air Canada’s updated fair value moves to CA$19.74 from CA$18.40 as analysts lift price targets toward the CA$26 to CA$30 range, citing adjusted assumptions for revenue growth, profit margins, discount rates and future P/E. Analyst Commentary Recent research on Air Canada highlights a mix of optimism on the stock’s potential and caution around execution and valuation risks.
내러티브 업데이트 • Jul 22

AC: Leadership Shift And Network Partnerships Will Shape Future Pricing Power

The updated analyst price target for Air Canada moves from CA$22.39 to CA$25.36. This reflects analysts' revised assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples, alongside recent Street research that includes higher targets from Scotiabank and BMO Capital and offsetting trims from Canaccord and Stifel.
내러티브 업데이트 • Jul 08

AC: Suspended Guidance And Fuel Volatility Will Pressure Future Risk Reward

Air Canada’s updated fair value estimate has been raised to CA$18.40 from CA$17.00. This reflects analysts’ higher price targets, including an increase to CA$30 from CA$26, supported by their views on adjusted discount rates, profit margins and expected future P/E levels.
내러티브 업데이트 • Jun 24

AC: Refined Forecasts And Cost Controls Will Shape Long Term Upside

Analysts have trimmed their average 12 month price target on Air Canada by CA$1 to CA$29.62, citing slightly adjusted revenue growth and profit margin expectations, along with a modestly lower discount rate and future P/E assumptions. Analyst Commentary Recent price target revisions on Air Canada have been slightly lower, but the tone of Street commentary still highlights several supportive factors that bullish analysts see as important for the stock's longer term case.
분석 기사 • Jun 19

Air Canada (TSX:AC) Stock Could Be 8.1% Overvalued After New Québec Lounge Opening

Air Canada (TSX:AC) has opened a new Air Canada Café at Québec City Jean Lesage International Airport, adding a premium lounge option that fits into its multiyear lounge modernization program and focus on higher value travelers. See our latest analysis for Air Canada. That café opening lands at a time when Air Canada’s share price has picked up momentum, with a 1-month share price return of 28.86% and a 90-day share price return of 39.56%, while the 1-year total shareholder return stands at...
내러티브 업데이트 • Jun 07

AC: Fuel Headwinds And Cost Actions Will Shape Long Term Upside

Analysts have trimmed their Air Canada price targets by a few Canadian dollars to the high-teens and low-20s CA$ range, reflecting updated fuel cost assumptions, more cautious earnings estimates and adjusted valuation multiples. Analyst Commentary Recent Street research on Air Canada clusters around lower price targets and more cautious ratings, with fuel costs and margin pressure cited as key constraints.
내러티브 업데이트 • May 24

AC: Higher Fuel Costs And Fleet Investments Will Shape Future Pricing Power

Analysts have reduced the Air Canada fair value estimate from CA$23.48 to about CA$22.39 as recent price target cuts reflect higher jet fuel costs and more cautious revenue and margin expectations, even though modeled profit margins and P/E assumptions have been slightly adjusted. Analyst Commentary Recent research updates on Air Canada point to a more cautious stance as analysts reassess fuel assumptions, earnings power and valuation multiples.
내러티브 업데이트 • Apr 28

AC: Higher Fuel Costs Will Eventually Support Stronger Pricing Power

Analysts have trimmed the Air Canada target by CA$0.50 to CA$23.48, reflecting updated assumptions for fuel costs and slightly softer margin expectations, even as revenue growth estimates and P/E assumptions are adjusted. Analyst Commentary Recent research updates cluster around two themes for Air Canada, your upside case tied to execution on growth and pricing, and your risk case centered on fuel costs and capacity plans.
내러티브 업데이트 • Apr 14

AC: Fuel Cost Headwinds Will Present Opportunity For Future Margin Upside

Analysts have nudged the Air Canada fair value estimate slightly lower to CA$23.98 from CA$24.11, reflecting a series of recent price target cuts and rating downgrades that cite higher jet fuel costs and tighter margin expectations, even as revenue growth and profit margin assumptions in the model are adjusted upward and the future P/E assumption is marked lower. Analyst Commentary Recent research updates on Air Canada highlight a mixed setup, with some analysts trimming targets and ratings while others still see room for upside at current levels.
내러티브 업데이트 • Mar 31

AC: Fuel Headwinds Will Present Opportunity For Future Upside Potential

Analysts have trimmed the Air Canada price target by about CA$0.25 as higher jet fuel costs and more cautious long term estimates, including lower assumed revenue growth and a slightly higher discount rate, weigh against modestly better profit margin assumptions and a lower future P/E. Analyst Commentary Recent Street research on Air Canada clusters around two clear themes, with some analysts leaning constructive on execution and valuation, while others focus on fuel costs and capacity risk.
내러티브 업데이트 • Mar 16

AC: Higher Fuel Costs And Capacity Plans Will Shape Future Risk Reward

The updated fair value estimate for Air Canada shifts to CA$17.0 from CA$20.1. This reflects analysts' focus on higher discount rates, softer profit margin assumptions, and a higher future P/E multiple after a series of price target cuts tied to rising jet fuel costs and more cautious earnings estimates. Analyst Commentary Recent Street research on Air Canada tilts more cautious, with several bearish analysts revising ratings and price targets alongside higher fuel cost assumptions and more conservative margin outlooks.
내러티브 업데이트 • Mar 02

AC: Capacity Plans And Fleet Refresh Will Shape Balanced Risk Reward

Our updated Air Canada narrative reflects a higher fair value estimate of CA$20.10 from CA$18.69, in line with recent analyst price target increases into the CA$22 to CA$27 range, supported by refreshed earnings models and mixed views on the company’s longer term capacity growth plans. Analyst Commentary Street research on Air Canada has been active, with several firms updating their models and price targets following recent earnings.
내러티브 업데이트 • Feb 16

AC: Fleet Expansion And Partnerships Will Shape Balanced Risk Reward Outlook

Narrative Update The analyst price target for Air Canada has been raised by CA$4 to CA$22, with analysts pointing to updated post earnings models and revised assumptions on revenue growth, margins and future P/E to support the new level. Analyst Commentary Recent research updates around Air Canada have been cautious, even as published price targets move higher.
내러티브 업데이트 • Jan 21

AC: Share Repurchases Will Support Future Upside Despite Cautious Earnings Expectations

Air Canada's updated analyst price target edges up to about C$24.36 from roughly C$24.24, as analysts factor in slightly adjusted revenue growth, profit margin, and future P/E assumptions, alongside recent target revisions clustered in the C$21 to C$26 range. Analyst Commentary Recent research points to a mixed but fairly contained range of views on Air Canada, with price targets clustered around the low to mid C$20s.
분석 기사 • Jan 09

Air Canada (TSE:AC) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 • Jan 07

AC: Expanded Routes And Partnerships Will Support Constructive Long Term Upside

Analysts have modestly reduced their implied fair value for Air Canada from about C$31.59 to C$31.16. This reflects a series of slightly lower Street price targets and a view that near term upside to estimates may be limited, even as revenue growth assumptions and the future P/E expectation have been adjusted.
내러티브 업데이트 • Dec 19

AC: Share Repurchases Will Drive Future Upside Amid Near-Term Operational Headwinds

Analysts have modestly reduced their Air Canada price target by C$1. This reflects a series of lowered Street targets and a cautious outlook on near term upside amid operational headwinds and limited positive catalysts.
내러티브 업데이트 • Dec 05

AC: Share Repurchases Will Drive Future Upside Despite Near-Term Labor Headwinds

Air Canada’s analyst price target has been revised modestly lower, by roughly C$1 to C$2 per share, as analysts factor in softer near term upside, lingering labor and yield headwinds, and a lack of immediate positive catalysts despite largely unchanged long term fundamentals. Analyst Commentary Recent Street research reflects a more balanced stance on Air Canada, with analysts broadly trimming price targets while maintaining a mix of positive and cautious views on the company’s execution and valuation.
내러티브 업데이트 • Nov 21

AC: Summer Route Expansion And Share Buyback Will Drive Bullish Outlook

Analysts have modestly lowered their price target for Air Canada, with the fair value decreasing from C$24.36 to approximately C$24.24. They cite ongoing headwinds and a cautious near-term outlook for the airline sector as reasons for this adjustment.
내러티브 업데이트 • Oct 29

Labor Uncertainty And New Routes Will Shape Upcoming Performance

Analysts have lowered Air Canada's average price target in recent weeks, with cuts ranging from C$1 to C$2 per report. They cited headwinds such as weaker recent results, persistent labor risks, and a lack of near-term positive catalysts.
내러티브 업데이트 • Oct 14

International Travel Expansion And Rising Costs Will Define Future Prospects

Air Canada's fair value estimate has been revised downward to $24.36 from $24.89 as analysts cite recent price target reductions, concerns about operational headwinds, and a weaker near-term outlook. Analyst Commentary Recent Street research demonstrates a shift in sentiment surrounding Air Canada's outlook, with several firms adjusting their price targets and ratings in response to operational and market conditions.
내러티브 업데이트 • Sep 26

International Travel Expansion And Rising Costs Will Define Future Prospects

Air Canada’s consensus price target was slightly reduced to CA$24.89, reflecting analyst caution amid weak Q3 results, strike disruptions, ongoing labor risks, and few near-term catalysts. Analyst Commentary Recent downgrade driven by weak Q3 results due to strike disruptions, ongoing labor risks, and anticipated yield pressure.

이익 및 매출 성장 예측

TSX:AC - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202828,0798851,2944,18811
12/31/202726,4126182513,43814
12/31/202625,1982064853,05114
6/30/202623,5954301,0103,685N/A
3/31/202622,9617941,2373,929N/A
12/31/202522,3726447473,657N/A
9/30/202522,006-2967303,911N/A
6/30/202522,3381,4758013,835N/A
3/31/202522,2251,6991,0693,864N/A
12/31/202422,2551,7201,2943,930N/A
9/30/202422,0262,5482,4584,238N/A
6/30/202422,2641,7632,3113,909N/A
3/31/202422,1722,1912,8254,475N/A
12/31/202321,8332,2762,7564,320N/A
9/30/202321,3382,2602,4073,982N/A
6/30/202320,3165022,2293,864N/A
3/31/202318,870-7221,6923,438N/A
12/31/202216,556-1,7007962,368N/A
9/30/202214,607-2,3616062,229N/A
6/30/202211,388-2,4937552,194N/A
3/31/20228,244-3,272-1,316-247N/A
12/31/20216,400-3,602-2,575-1,502N/A
9/30/20214,496-4,270-3,836-2,806N/A
6/30/20213,150-4,315-4,510-3,347N/A
3/31/20212,840-4,902-4,330-3,221N/A
12/31/20205,833-4,647-3,555-2,353N/A
9/30/20209,435-3,334-1,998-880N/A
6/30/202014,208-2,013-897240N/A
3/31/202018,41982N/A2,581N/A
12/31/201919,1311,476N/A5,712N/A
9/30/201918,886964N/A5,583N/A
6/30/201918,7711,030N/A5,299N/A
3/31/201918,366585N/A5,290N/A
12/31/201818,00337N/A3,470N/A
9/30/201817,639405N/A3,311N/A
6/30/201817,1041,426N/A3,254N/A
3/31/201816,6811,839N/A3,002N/A
12/31/201716,2522,029N/A2,738N/A
9/30/201715,8571,842N/A2,700N/A
6/30/201715,428887N/A2,645N/A
3/31/201714,976762N/A2,474N/A
12/31/201614,677876N/A2,421N/A
9/30/201614,434938N/A2,321N/A
6/30/201614,006605N/A2,335N/A
3/31/201613,962714N/A2,189N/A
12/31/201513,868303N/A2,025N/A
9/30/201513,790319N/A1,807N/A

애널리스트 향후 성장 전망

수입 대 저축률: AC 의 연간 예상 수익 증가율(17.8%)이 saving rate(3.1%)보다 높습니다.

수익 vs 시장: AC 의 연간 수익(17.8%)이 Canadian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: AC 의 수익(연간 5.9%)이 Canadian 시장(연간 4.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: AC 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AC의 자본 수익률은 3년 후 17.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 18:53
종가2026/09/11 00:00
수익2026/06/30
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
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Air Canada는 31명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher MurrayATB Cormark
David OcampoATB Cormark Historical (Cormark Securities)
Ahmad ShaathBeacon Securities Limited