View ValuationTransat A.T 향후 성장Future 기준 점검 1/6Transat A.T 의 수익은 연간 104.2% 감소할 것으로 예상되는 반면, 연간 수익은 4.5% 로 증가할 것으로 예상됩니다. EPS는 연간 106.8% 만큼 쇠퇴할 것으로 예상됩니다.핵심 정보-104.2%이익 성장률-106.82%EPS 성장률Airlines 이익 성장14.1%매출 성장률4.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트19 May 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 04Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.153 to -CA$0.19 per share. Revenue forecast unchanged at CA$3.56b. Airlines industry in Canada expected to see average net income growth of 21% next year. Consensus price target of CA$2.79 unchanged from last update. Share price was steady at CA$2.58 over the past week.Price Target Changed • Feb 12Price target decreased by 15% to CA$2.79Down from CA$3.29, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.42. Stock is up 36% over the past year. The company is forecast to post a net loss per share of CA$0.14 compared to earnings per share of CA$6.06 last year.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 575%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.02 to -CA$0.135 per share. Revenue forecast unchanged at CA$3.57b. Airlines industry in Canada expected to see average net income growth of 34% next year. Consensus price target down from CA$3.29 to CA$3.19. Share price rose 2.7% to CA$2.65 over the past week.Major Estimate Revision • Dec 26Consensus estimates of losses per share improve by 74%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$3.51b to CA$3.57b. EPS estimate increased from -CA$0.077 per share to -CA$0.02 per share. Airlines industry in Canada expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at CA$3.29. Share price was steady at CA$2.63 over the past week.Major Estimate Revision • Jun 08Consensus EPS estimates upgraded to CA$1.37 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -CA$4.01 to -CA$1.37 per share. Revenue forecast unchanged from CA$3.42b at last update. Airlines industry in Canada expected to see average net income growth of 9.4% next year. Consensus price target up from CA$1.60 to CA$2.35. Share price rose 24% to CA$2.04 over the past week.Price Target Changed • Jun 06Price target increased by 53% to CA$2.35Up from CA$1.54, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.04. Stock is down 29% over the past year. The company is forecast to post a net loss per share of CA$1.37 next year compared to a net loss per share of CA$2.94 last year.모든 업데이트 보기Recent updates분석 기사 • Apr 24Is Now An Opportune Moment To Examine Transat A.T. Inc. (TSE:TRZ)?Transat A.T. Inc. ( TSE:TRZ ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...공시 • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.Reported Earnings • Mar 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: CA$0.73 loss per share (improved from CA$3.11 loss in 1Q 2025). Revenue: CA$870.7m (up 5.0% from 1Q 2025). Net loss: CA$29.5m (loss narrowed 76% from 1Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026Major Estimate Revision • Mar 04Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.153 to -CA$0.19 per share. Revenue forecast unchanged at CA$3.56b. Airlines industry in Canada expected to see average net income growth of 21% next year. Consensus price target of CA$2.79 unchanged from last update. Share price was steady at CA$2.58 over the past week.Price Target Changed • Feb 12Price target decreased by 15% to CA$2.79Down from CA$3.29, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.42. Stock is up 36% over the past year. The company is forecast to post a net loss per share of CA$0.14 compared to earnings per share of CA$6.06 last year.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 575%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.02 to -CA$0.135 per share. Revenue forecast unchanged at CA$3.57b. Airlines industry in Canada expected to see average net income growth of 34% next year. Consensus price target down from CA$3.29 to CA$3.19. Share price rose 2.7% to CA$2.65 over the past week.Major Estimate Revision • Dec 26Consensus estimates of losses per share improve by 74%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$3.51b to CA$3.57b. EPS estimate increased from -CA$0.077 per share to -CA$0.02 per share. Airlines industry in Canada expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at CA$3.29. Share price was steady at CA$2.63 over the past week.Reported Earnings • Dec 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$6.06 (up from CA$2.94 loss in FY 2024). Revenue: CA$3.40b (up 3.5% from FY 2024). Net income: CA$241.9m (up CA$355.9m from FY 2024). Profit margin: 7.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026공시 • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.공시 • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.분석 기사 • Dec 02Should You Investigate Transat A.T. Inc. (TSE:TRZ) At CA$2.61?Transat A.T. Inc. ( TSE:TRZ ), might not be a large cap stock, but it received a lot of attention from a substantial...공시 • Dec 02Pierre Karl Péladeau Provides Information to Shareholders of TransatOn December 1, 2025, Pierre Karl Péladeau announced that he has is demanding a board shakeup, a seat at the table and a strategic overhaul at Transat A.T. Inc. In addition, Pierre Karl stated that the company needs urgent change, and he said the board should be reduced to 6 directors with him among three new members from 11 currently, and asking for Company, which owns Air Transat, to restructure a balance sheet he deems broken and launch a strategic review that puts senior management in its sights.공시 • Nov 22Air Transat Adds Ghana to Its Destinations from Toronto in 2026Air Transat announced that its new interline and codeshare agreements with Turkish Airlines are now in effect. This partnership enables travellers to book itineraries combining flights from both airlines, enhancing connectivity between Canada and Turkiye, and key destinations across Europe, Asia, and the Middle East. It allows them to travel on a single ticket for their entire journey and check in their bags only once, through to their final destination. The interline agreement offers access to cities such as Beijing, Delhi, Colombo, and Beirut via Turkish Airlines' global network. Under the codeshare agreement, both carriers will place their airline codes on each other's services, starting with their respective Toronto - Istanbul flights. Additional connecting flights will be added in the coming months. As part of this new cooperation, Air Transat will add a new weekly flight on its year-round Toronto-I Istanbul route, every Thursday starting May 28, 2026, bringing the total to three flights per week.Reported Earnings • Sep 12Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: CA$9.98 (up from CA$1.03 loss in 3Q 2024). Revenue: CA$766.3m (up 4.1% from 3Q 2024). Net income: CA$399.8m (up CA$439.7m from 3Q 2024). Profit margin: 52% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 95%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Sep 11Transat A.T. Inc. to Report Q4, 2025 Results on Dec 17, 2025Transat A.T. Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 17, 2025분석 기사 • Aug 16Returns At Transat A.T (TSE:TRZ) Are On The Way UpTSX:TRZ 1 Year Share Price vs Fair Value Explore Transat A.T's Fair Values from the Community and select yours There...Reported Earnings • Jun 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: CA$0.58 loss per share (improved from CA$1.41 loss in 2Q 2024). Revenue: CA$1.03b (up 5.9% from 2Q 2024). Net loss: CA$22.9m (loss narrowed 58% from 2Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Jun 12Transat A.T. Inc. to Report Q3, 2025 Results on Sep 11, 2025Transat A.T. Inc. announced that they will report Q3, 2025 results on Sep 11, 2025New Risk • Jun 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$176m Forecast net loss in 1 year: CA$138m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$1.0b). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$138m net loss next year). Market cap is less than US$100m (CA$107.3m market cap, or US$78.5m).Major Estimate Revision • Jun 08Consensus EPS estimates upgraded to CA$1.37 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -CA$4.01 to -CA$1.37 per share. Revenue forecast unchanged from CA$3.42b at last update. Airlines industry in Canada expected to see average net income growth of 9.4% next year. Consensus price target up from CA$1.60 to CA$2.35. Share price rose 24% to CA$2.04 over the past week.Price Target Changed • Jun 06Price target increased by 53% to CA$2.35Up from CA$1.54, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.04. Stock is down 29% over the past year. The company is forecast to post a net loss per share of CA$1.37 next year compared to a net loss per share of CA$2.94 last year.공시 • May 02Transat A.T. Inc. Appoints Stéphane Lefebvre as DirectorTransat A.T. Inc. at its AGM held on May 1, 2025 appointed Stéphane Lefebvre as director.Major Estimate Revision • Mar 20Consensus EPS estimates fall by 46%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CA$3.04 to -CA$4.43 per share. Revenue forecast unchanged at CA$3.42b. Airlines industry in Canada expected to see average net income growth of 38% next year. Consensus price target down from CA$1.76 to CA$1.54. Share price fell 8.4% to CA$1.53 over the past week.Price Target Changed • Mar 17Price target decreased by 13% to CA$1.54Down from CA$1.76, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CA$1.55. Stock is down 59% over the past year. The company is forecast to post a net loss per share of CA$4.43 next year compared to a net loss per share of CA$2.94 last year.Price Target Changed • Mar 14Price target decreased by 9.4% to CA$1.64Down from CA$1.81, the current price target is an average from 5 analysts. New target price is 10% above last closing price of CA$1.49. Stock is down 62% over the past year. The company is forecast to post a net loss per share of CA$4.82 next year compared to a net loss per share of CA$2.94 last year.Reported Earnings • Mar 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: CA$3.10 loss per share (further deteriorated from CA$1.58 loss in 1Q 2024). Revenue: CA$829.5m (up 5.6% from 1Q 2024). Net loss: CA$122.5m (loss widened 101% from 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.공시 • Mar 13Transat A.T. Inc. to Report Q2, 2025 Results on Jun 12, 2025Transat A.T. Inc. announced that they will report Q2, 2025 results on Jun 12, 2025공시 • Feb 25Transat A.T. Inc., Annual General Meeting, Apr 29, 2025Transat A.T. Inc., Annual General Meeting, Apr 29, 2025.New Risk • Feb 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CA$114m Forecast net loss in 2 years: CA$66m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$889m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$66m net loss in 2 years). Market cap is less than US$100m (CA$69.5m market cap, or US$48.6m).Major Estimate Revision • Dec 19Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CA$3.33b to CA$3.41b. Forecast EPS reduced from -CA$2.21 to -CA$2.84 per share. Airlines industry in Canada expected to see average net income growth of 32% next year. Consensus price target up from CA$1.69 to CA$1.86. Share price fell 10% to CA$1.83 over the past week.Price Target Changed • Dec 14Price target increased by 7.1% to CA$1.81Up from CA$1.69, the current price target is an average from 5 analysts. New target price is 7.2% below last closing price of CA$1.95. Stock is down 45% over the past year. The company is forecast to post a net loss per share of CA$2.95 next year compared to a net loss per share of CA$2.94 last year.Reported Earnings • Dec 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: CA$2.94 loss per share (further deteriorated from CA$0.66 loss in FY 2023). Revenue: CA$3.28b (up 7.7% from FY 2023). Net loss: CA$114.0m (loss widened 351% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Dec 12Transat A.T. Inc. to Report Q1, 2025 Results on Mar 13, 2025Transat A.T. Inc. announced that they will report Q1, 2025 results on Mar 13, 2025공시 • Dec 05Transat A.T. Inc. to Report Q4, 2024 Results on Dec 12, 2024Transat A.T. Inc. announced that they will report Q4, 2024 results on Dec 12, 2024New Risk • Nov 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$38m net loss in 2 years). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (CA$70.3m market cap, or US$50.3m).New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$36m net loss in 2 years). Shareholders have been diluted in the past year (6.4% increase in shares outstanding). Market cap is less than US$100m (CA$73.5m market cap, or US$54.2m).Reported Earnings • Sep 13Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: CA$736.2m (down 1.4% from 3Q 2023). Net loss: CA$39.9m (down 170% from profit in 3Q 2023). Revenue missed analyst estimates by 3.8%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.공시 • Sep 10Transat A.T. Inc. to Report Q3, 2024 Results on Sep 12, 2024Transat A.T. Inc. announced that they will report Q3, 2024 results on Sep 12, 2024분석 기사 • Aug 08Returns On Capital Are Showing Encouraging Signs At Transat A.T (TSE:TRZ)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...New Risk • Jul 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-CA$893m). Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$116m net loss next year). Market cap is less than US$100m (CA$98.8m market cap, or US$72.5m).Major Estimate Revision • Jun 13Consensus EPS estimates fall by 68%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -CA$2.21 to -CA$3.70 per share. Revenue forecast unchanged at CA$3.28b. Airlines industry in Canada expected to see average net income growth of 22% next year. Consensus price target down from CA$2.84 to CA$2.56. Share price fell 9.9% to CA$2.72 over the past week.Reported Earnings • Jun 07Second quarter 2024 earnings released: CA$1.40 loss per share (vs CA$0.76 loss in 2Q 2023)Second quarter 2024 results: CA$1.40 loss per share (further deteriorated from CA$0.76 loss in 2Q 2023). Revenue: CA$973.2m (up 12% from 2Q 2023). Net loss: CA$54.4m (loss widened 86% from 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.공시 • May 25Transat A.T. Inc. to Report Q2, 2024 Results on Jun 06, 2024Transat A.T. Inc. announced that they will report Q2, 2024 results on Jun 06, 2024공시 • May 15+ 1 more updateAir Transat Unveils Its Winter 2024-2025 Flight Offer from the MaritimesAir Transat announced its offer from the Maritimes for the 2024-2025 winter season. At the height of the season, non-stop flights will be offered from Halifax and Moncton to ten destinations in the Caribbean, Mexico and Florida. At the peak of the season, Air Transat's overall schedule will include nearly 300 non-stop flights per week from 7 Canadian cities. In addition to Halifax and Moncton, it will also offer flights from Montreal, Quebec City, Toronto, Ottawa and London. Air Transat continues to offer direct flights to selected sun destinations from Halifax and Moncton. From Halifax, the airline is adding an additional frequency to Puerto Plata, strengthening its offer in the Caribbean. Other destinations, such as Cancún, Cayo Coco, Holguín, Montego Bay, Punta Cana, Santa Clara, and Varadero, remain accessible. From Moncton, Air Transat flies to popular destinations including Cancun, Punta Cana, and Varadero, offering a variety of choices for a relaxing vacation in the sun. Air Transat is optimizing its routes to Florida, with an additional frequency from Halifax to Fort Lauderdale. Flights to Orlando from Halifax and Moncton remain, offering attractive options for family vacations or theme park getaways.Price Target Changed • May 14Price target decreased by 12% to CA$2.84Down from CA$3.23, the current price target is an average from 5 analysts. New target price is 13% below last closing price of CA$3.25. Stock is down 10.0% over the past year. The company is forecast to post a net loss per share of CA$2.21 next year compared to a net loss per share of CA$0.66 last year.Major Estimate Revision • May 13Consensus EPS estimates upgraded to CA$0.81 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -CA$1.04 to -CA$0.815 per share. Revenue forecast steady at CA$3.34b. Airlines industry in Canada expected to see average net income growth of 24% next year. Consensus price target down from CA$3.23 to CA$3.04. Share price was steady at CA$3.43 over the past week.New Risk • May 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$31m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$31m net loss next year). Market cap is less than US$100m (CA$134.4m market cap, or US$98.2m).New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$135.7m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risk Market cap is less than US$100m (CA$135.7m market cap, or US$99.0m).공시 • Mar 20Transat A.T. Inc. Appoints Sebastian Ponce as Chief Revenue OfficerTransat A.T. Inc. announced the appointment of Sebastian Ponce as chief revenue officer. He is now responsible for the air network strategy, revenue management, and the development of airline alliances. At Transat since 2018, Sebastian most recently held the position of Vice President, Program and Alliances. With his team, he was instrumental in redefining Transat's network and alliance strategy and in setting up the Alliances department, responsible for developing and maintaining airline partnerships. He has also spearheaded numerous inter-carrier partnership agreements, including the recent commercial joint venture with Porter Airlines. Under his leadership, Transat announced two codeshare agreements with Canadian airlines and a dozen interline agreements with carriers in Europe and South America. Sebastian has over 15 years of experience within the airline industry, 10 of which he spent at Air France. Throughout his career, he has led various teams in the Revenue Management, Controlling, Airport Strategy, Network Planning and Alliances departments. Sebastian holds an Executive MBA from McGill and HEC Montréal and a master's degree in industrial engineering from Universidad Tecnica Federico Santa Maria in Chili.Breakeven Date Change • Mar 17Forecast breakeven date pushed back to 2025The 5 analysts covering Transat A.T previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CA$1.98m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.Price Target Changed • Mar 15Price target decreased by 15% to CA$3.58Down from CA$4.20, the current price target is an average from 5 analysts. New target price is 8.2% below last closing price of CA$3.90. Stock is up 27% over the past year. The company is forecast to post earnings per share of CA$1.03 next year compared to a net loss per share of CA$0.66 last year.Reported Earnings • Mar 14First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: CA$1.58 loss per share (further deteriorated from CA$1.49 loss in 1Q 2023). Revenue: CA$785.5m (up 18% from 1Q 2023). Net loss: CA$61.0m (loss widened 7.7% from 1Q 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 114%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jan 06Transat A.T. Inc., Annual General Meeting, Mar 14, 2024Transat A.T. Inc., Annual General Meeting, Mar 14, 2024.분석 기사 • Dec 16Analysts Are Upgrading Transat A.T. Inc. (TSE:TRZ) After Its Latest ResultsShareholders might have noticed that Transat A.T. Inc. ( TSE:TRZ ) filed its yearly result this time last week. The...Breakeven Date Change • Dec 16Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CA$2.90m in 2024. Earnings growth of 138% is required to achieve expected profit on schedule.공시 • Dec 15Transat A.T. Inc. to Report Q1, 2024 Results on Mar 14, 2024Transat A.T. Inc. announced that they will report Q1, 2024 results on Mar 14, 2024Reported Earnings • Dec 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: CA$0.66 loss per share (improved from CA$11.77 loss in FY 2022). Revenue: CA$3.05b (up 86% from FY 2022). Net loss: CA$25.3m (loss narrowed 94% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Dec 12Transat A.T. Inc. Appoints Jean-François Pruneau as Chief Financial Officer, Effective January 9, 2024Transat A.T. Inc. announced the appointment of Jean-François Pruneau as Chief Financial Officer. Jean-François will take office on January 9, 2024. Jean-François has over 25 years of experience in executive roles at major Quebec and Canadian companies. He most recently served as Executive Vice President and Chief Financial Officer for Starpax Biopharma. Throughout his career, he held various roles in finance at Canadian National Railway, BCE Media and Quebecor, where he spent close to 17 years and progressed to Senior Vice President and Chief Financial officer, before joining Videotron as President and Chief Executive Officer. He also spent close to a decade as a lecturer at HEC Montréal. Jean-François holds a Master of Science (M.Sc.) in Finance from HEC Montréal and obtained the Chartered Financial Analyst (CFA) designation in 2000. Since 2012, he serves as Chairman of the Board and member of the Executive Committee of the Fondation sablon charity. His honours and distinctions include the award "Financial Executive of a Large Corporation" granted in 2015 by the Québec section of Financial Executives International Canada.Price Target Changed • Dec 11Price target decreased by 10% to CA$3.95Down from CA$4.40, the current price target is an average from 5 analysts. New target price is 16% above last closing price of CA$3.41. Stock is up 3.6% over the past year. The company is forecast to post a net loss per share of CA$1.96 next year compared to a net loss per share of CA$11.77 last year.Major Estimate Revision • Dec 04Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -CA$1.61 to -CA$1.96 per share. Revenue forecast of CA$3.04b unchanged since last update. Airlines industry in Canada expected to see average net income growth of 22% next year. Consensus price target down from CA$4.40 to CA$4.20. Share price rose 4.6% to CA$3.17 over the past week.Price Target Changed • Dec 02Price target decreased by 11% to CA$4.20Down from CA$4.70, the current price target is an average from 5 analysts. New target price is 36% above last closing price of CA$3.08. Stock is down 6.9% over the past year. The company is forecast to post a net loss per share of CA$1.63 next year compared to a net loss per share of CA$11.77 last year.Major Estimate Revision • Nov 02Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -CA$1.20 to -CA$1.61 per share. Revenue forecast unchanged at CA$3.04b. Airlines industry in Canada expected to see average net income growth of 24% next year. Consensus price target down from CA$4.70 to CA$4.40. Share price was steady at CA$3.05 over the past week.공시 • Oct 21Transat A.T. Inc. Announces Departure of Patrick Bui as Its Chief Financial Officer, Effective from December 15, 2023Transat A.T. Inc. announced that Patrick Bui, Chief Financial Officer, intends to step down from his position on December 15, 2023, to pursue another career opportunity. He will remain in his role to ensure a smooth transition, including through the announcement of the Company's results for the fiscal year ending October 31, 2023. The Corporation has commenced a formal search process for a new Chief Financial Officer.New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$135.0m (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risk Market cap is less than US$100m (CA$135.0m market cap, or US$98.8m).New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risk Shareholders have been diluted in the past year (8.9% increase in shares outstanding).Major Estimate Revision • Sep 20Consensus EPS estimates upgraded to CA$1.20 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -CA$2.01 to -CA$1.20 per share. Revenue forecast steady at CA$3.03b. Airlines industry in Canada expected to see average net income growth of 37% next year. Consensus price target up from CA$4.45 to CA$4.60. Share price was steady at CA$4.19 over the past week.Reported Earnings • Sep 15Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Sep 15Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.공시 • Sep 15Transat A.T. Inc. to Report Q4, 2023 Results on Dec 14, 2023Transat A.T. Inc. announced that they will report Q4, 2023 results on Dec 14, 2023Major Estimate Revision • Jul 28Consensus EPS estimates upgraded to CA$2.05 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -CA$2.33 to -CA$2.05 per share. Revenue forecast steady at CA$2.99b. Airlines industry in Canada expected to see average net income growth of 104% next year. Consensus price target of CA$4.40 unchanged from last update. Share price was steady at CA$4.87 over the past week.New Risk • Jun 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$834m). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).공시 • Jun 09Transat A.T. Inc. to Report Q3, 2023 Results on Sep 07, 2023Transat A.T. Inc. announced that they will report Q3, 2023 results on Sep 07, 2023Reported Earnings • Jun 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: CA$0.76 loss per share (improved from CA$2.60 loss in 2Q 2022). Revenue: CA$870.1m (up 143% from 2Q 2022). Net loss: CA$29.2m (loss narrowed 70% from 2Q 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year.Reported Earnings • Mar 11First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: CA$1.49 loss per share (improved from CA$3.03 loss in 1Q 2022). Revenue: CA$667.5m (up 230% from 1Q 2022). Net loss: CA$56.6m (loss narrowed 51% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Mar 10Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$2.91b to CA$2.97b. EPS estimate increased from -CA$3.11 per share to -CA$2.64 per share. Airlines industry in Canada expected to see average net income growth of 215% next year. Consensus price target up from CA$2.54 to CA$3.10. Share price was steady at CA$3.35 over the past week.공시 • Feb 16Transat A.T. Inc. Appoints Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat, Effective from March 13, 2023Transat A.T. inc. announced the appointment of Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat. She will be responsible for developing and deploying initiatives in corporate culture, labour relations and talent attraction, retention, and mobilization. She will also oversee corporate responsibility programs as well as internal and external communications. She will begin her new role on March 13. Julie Lamontagne has over 20 years of experience as a human resource professional, including 12 years in executive roles on management committees. Since 2019, she has held the position of Vice President, Talent and Culture at Enerkem and previously served as Vice President at Lumenpulse and EXFO. Julie Lamontagne holds a Bachelor's degree in Industrial Relations from the University of Montreal and is a member of the Ordre des conseillers en ressources humaines agréés du Québec.Breakeven Date Change • Jan 31Forecast to breakeven in 2025The 5 analysts covering Transat A.T expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of CA$20.0m in 2025. Average annual earnings growth of 101% is required to achieve expected profit on schedule.공시 • Dec 31Transat A.T. Inc., Annual General Meeting, Mar 09, 2023Transat A.T. Inc., Annual General Meeting, Mar 09, 2023.Reported Earnings • Dec 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: CA$11.77 loss per share (further deteriorated from CA$10.32 loss in FY 2021). Revenue: CA$1.64b (up CA$1.52b from FY 2021). Net loss: CA$445.3m (loss widened 14% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 42% per year.공시 • Dec 16Transat A.T. Inc. to Report Q1, 2023 Results on Mar 09, 2023Transat A.T. Inc. announced that they will report Q1, 2023 results on Mar 09, 2023Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 09Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CA$2.82 loss per share (improved from CA$3.66 loss in 3Q 2021). Revenue: CA$508.3m (up CA$495.8m from 3Q 2021). Net loss: CA$106.5m (loss narrowed 23% from 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.공시 • Sep 09Transat A.T. Inc. to Report Q4, 2022 Results on Dec 15, 2022Transat A.T. Inc. announced that they will report Q4, 2022 results on Dec 15, 2022Price Target Changed • Sep 08Price target decreased to CA$3.05Down from CA$3.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CA$2.98. Stock is down 39% over the past year. The company is forecast to post a net loss per share of CA$9.84 next year compared to a net loss per share of CA$10.32 last year.Price Target Changed • Sep 06Price target decreased to CA$3.30Down from CA$3.55, the current price target is an average from 5 analysts. New target price is 11% above last closing price of CA$2.98. Stock is down 40% over the past year. The company is forecast to post a net loss per share of CA$9.84 next year compared to a net loss per share of CA$10.32 last year.Major Estimate Revision • Jun 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CA$8.08 to -CA$9.48 per share. Revenue forecast unchanged at CA$1.75b. Airlines industry in Canada expected to see average net income growth of 31% next year. Consensus price target down from CA$3.65 to CA$3.55. Share price fell 9.2% to CA$3.87 over the past week.Reported Earnings • Jun 10Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: CA$2.60 loss per share (down from CA$1.84 loss in 2Q 2021). Revenue: CA$358.2m (up CA$350.6m from 2Q 2021). Net loss: CA$98.3m (loss widened 41% from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 248%, compared to a 38% growth forecast for the industry in Canada. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.공시 • Jun 10Transat A.T. Inc. to Report Q3, 2022 Results on Sep 08, 2022Transat A.T. Inc. announced that they will report Q3, 2022 results on Sep 08, 2022공시 • Jun 03Transat A.T. Inc. to Report Q2, 2022 Results on Jun 09, 2022Transat A.T. Inc. announced that they will report Q2, 2022 results on Jun 09, 2022Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CA$7.25 to -CA$8.08 per share. Revenue forecast unchanged at CA$1.76b. Airlines industry in Canada expected to see average net income growth of 31% next year. Consensus price target of CA$3.65 unchanged from last update. Share price was steady at CA$4.27 over the past week.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 28Transat A.T. Inc. Approves the Election of Valérie Chort and Stéphane Lefebvre as Board MembersAt the Transat A.T. Inc.'s Annual and Special Meeting of Shareholders April 27, 2022, approved the election of Valérie Chort and Stéphane Lefebvre as Board members.이익 및 매출 성장 예측TSX:TRZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수10/31/20283,9053183351210/31/20273,708-985284510/31/20263,555-1031618051/31/20263,440335196285N/A10/31/20253,39924259157N/A7/31/20253,41629666163N/A4/30/20253,386-14480177N/A1/31/20253,328-17640153N/A10/31/20243,284-114-4495N/A7/31/20243,259-15213146N/A4/30/20243,269-55113230N/A1/31/20243,166-30141237N/A10/31/20233,048-25264322N/A7/31/20232,857-155277318N/A4/30/20232,619-318226263N/A1/31/20232,107-3885897N/A10/31/20221,642-445-210-178N/A7/31/20221,132-440-172-146N/A4/30/2022636-472-383-367N/A1/31/2022285-443-499-492N/A10/31/2021125-390-524-518N/A7/31/202190-506-617-614N/A4/30/202187-413-481-476N/A1/31/2021651-523-356-326N/A10/31/20201,302-497-108-46N/A7/31/20201,967-235-121-14N/A4/30/20202,656-192-8137N/A1/31/20202,982-13149306N/A10/31/20192,937-32N/A216N/A7/31/20192,913-49N/A111N/A4/30/20192,878-52N/A89N/A1/31/20192,848-43N/A44N/A10/31/20182,8496N/A69N/A7/31/20182,879148N/A133N/A4/30/20182,947179N/A188N/A1/31/20182,964163N/A153N/A10/31/20173,005134N/A161N/A7/31/20172,919-34N/A113N/A4/30/20172,849-53N/A146N/A1/31/20172,853-70N/A49N/A10/31/20162,890-92N/A48N/A7/31/20162,912-12N/A66N/A4/30/20162,953-7N/A76N/A1/31/20162,94045N/A111N/A10/31/20152,89845N/A91N/A7/31/20153,10916N/A85N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TRZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -104.2%).수익 vs 시장: TRZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -104.2%).고성장 수익: TRZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: TRZ 의 수익(연간 4.5%)이 Canadian 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TRZ 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TRZ의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:07종가2026/05/22 00:00수익2026/01/31연간 수익2025/10/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Transat A.T. Inc.는 16명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David TyermanATB Cormark Historical (Cormark Securities)Ahmad ShaathBeacon Securities LimitedClaude ProulxBMO Capital Markets Equity Research13명의 분석가 더 보기
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.153 to -CA$0.19 per share. Revenue forecast unchanged at CA$3.56b. Airlines industry in Canada expected to see average net income growth of 21% next year. Consensus price target of CA$2.79 unchanged from last update. Share price was steady at CA$2.58 over the past week.
Price Target Changed • Feb 12Price target decreased by 15% to CA$2.79Down from CA$3.29, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.42. Stock is up 36% over the past year. The company is forecast to post a net loss per share of CA$0.14 compared to earnings per share of CA$6.06 last year.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 575%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.02 to -CA$0.135 per share. Revenue forecast unchanged at CA$3.57b. Airlines industry in Canada expected to see average net income growth of 34% next year. Consensus price target down from CA$3.29 to CA$3.19. Share price rose 2.7% to CA$2.65 over the past week.
Major Estimate Revision • Dec 26Consensus estimates of losses per share improve by 74%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$3.51b to CA$3.57b. EPS estimate increased from -CA$0.077 per share to -CA$0.02 per share. Airlines industry in Canada expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at CA$3.29. Share price was steady at CA$2.63 over the past week.
Major Estimate Revision • Jun 08Consensus EPS estimates upgraded to CA$1.37 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -CA$4.01 to -CA$1.37 per share. Revenue forecast unchanged from CA$3.42b at last update. Airlines industry in Canada expected to see average net income growth of 9.4% next year. Consensus price target up from CA$1.60 to CA$2.35. Share price rose 24% to CA$2.04 over the past week.
Price Target Changed • Jun 06Price target increased by 53% to CA$2.35Up from CA$1.54, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.04. Stock is down 29% over the past year. The company is forecast to post a net loss per share of CA$1.37 next year compared to a net loss per share of CA$2.94 last year.
분석 기사 • Apr 24Is Now An Opportune Moment To Examine Transat A.T. Inc. (TSE:TRZ)?Transat A.T. Inc. ( TSE:TRZ ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
공시 • Mar 11Transat A.T. Inc. Announces Board AppointmentsTransat A.T. Inc. at its Annual General and Special Meeting of Shareholders held on March 10, 2026 approved the election of following directors: Ms. Christiane Bergevin; Ms. Marie-Pierre Dhers; Mr. Michael R. DiLollo.
Reported Earnings • Mar 10First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: CA$0.73 loss per share (improved from CA$3.11 loss in 1Q 2025). Revenue: CA$870.7m (up 5.0% from 1Q 2025). Net loss: CA$29.5m (loss narrowed 76% from 1Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Mar 10Transat A.T. Inc. to Report Q2, 2026 Results on Jun 11, 2026Transat A.T. Inc. announced that they will report Q2, 2026 results on Jun 11, 2026
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 24%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.153 to -CA$0.19 per share. Revenue forecast unchanged at CA$3.56b. Airlines industry in Canada expected to see average net income growth of 21% next year. Consensus price target of CA$2.79 unchanged from last update. Share price was steady at CA$2.58 over the past week.
Price Target Changed • Feb 12Price target decreased by 15% to CA$2.79Down from CA$3.29, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.42. Stock is up 36% over the past year. The company is forecast to post a net loss per share of CA$0.14 compared to earnings per share of CA$6.06 last year.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 575%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -CA$0.02 to -CA$0.135 per share. Revenue forecast unchanged at CA$3.57b. Airlines industry in Canada expected to see average net income growth of 34% next year. Consensus price target down from CA$3.29 to CA$3.19. Share price rose 2.7% to CA$2.65 over the past week.
Major Estimate Revision • Dec 26Consensus estimates of losses per share improve by 74%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from CA$3.51b to CA$3.57b. EPS estimate increased from -CA$0.077 per share to -CA$0.02 per share. Airlines industry in Canada expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at CA$3.29. Share price was steady at CA$2.63 over the past week.
Reported Earnings • Dec 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$6.06 (up from CA$2.94 loss in FY 2024). Revenue: CA$3.40b (up 3.5% from FY 2024). Net income: CA$241.9m (up CA$355.9m from FY 2024). Profit margin: 7.1% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Dec 18Transat A.T. Inc. to Report Q1, 2026 Results on Mar 10, 2026Transat A.T. Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026
공시 • Dec 16Transat A.T. Inc., Annual General Meeting, Mar 10, 2026Transat A.T. Inc., Annual General Meeting, Mar 10, 2026.
공시 • Dec 08Pierre Karl Péladeau Calls for Urgent Action as Air Transat Faces Labour Dispute and Board ScrutinyOn December 7, 2025, Pierre Karl Péladeau, on behalf of Financière Outremont Inc., which holds nearly 10% of Transat AT Inc., publicly criticized the company's board and management for their inability to resolve a labour dispute with pilots and ensure the company's long-term viability. Further, Pierre Karl Péladeau urged for the renewal of the board with directors genuinely interested in the company's financial success and offered to mediate between pilots and management to prevent the company's collapse.
분석 기사 • Dec 02Should You Investigate Transat A.T. Inc. (TSE:TRZ) At CA$2.61?Transat A.T. Inc. ( TSE:TRZ ), might not be a large cap stock, but it received a lot of attention from a substantial...
공시 • Dec 02Pierre Karl Péladeau Provides Information to Shareholders of TransatOn December 1, 2025, Pierre Karl Péladeau announced that he has is demanding a board shakeup, a seat at the table and a strategic overhaul at Transat A.T. Inc. In addition, Pierre Karl stated that the company needs urgent change, and he said the board should be reduced to 6 directors with him among three new members from 11 currently, and asking for Company, which owns Air Transat, to restructure a balance sheet he deems broken and launch a strategic review that puts senior management in its sights.
공시 • Nov 22Air Transat Adds Ghana to Its Destinations from Toronto in 2026Air Transat announced that its new interline and codeshare agreements with Turkish Airlines are now in effect. This partnership enables travellers to book itineraries combining flights from both airlines, enhancing connectivity between Canada and Turkiye, and key destinations across Europe, Asia, and the Middle East. It allows them to travel on a single ticket for their entire journey and check in their bags only once, through to their final destination. The interline agreement offers access to cities such as Beijing, Delhi, Colombo, and Beirut via Turkish Airlines' global network. Under the codeshare agreement, both carriers will place their airline codes on each other's services, starting with their respective Toronto - Istanbul flights. Additional connecting flights will be added in the coming months. As part of this new cooperation, Air Transat will add a new weekly flight on its year-round Toronto-I Istanbul route, every Thursday starting May 28, 2026, bringing the total to three flights per week.
Reported Earnings • Sep 12Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: CA$9.98 (up from CA$1.03 loss in 3Q 2024). Revenue: CA$766.3m (up 4.1% from 3Q 2024). Net income: CA$399.8m (up CA$439.7m from 3Q 2024). Profit margin: 52% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 95%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Sep 11Transat A.T. Inc. to Report Q4, 2025 Results on Dec 17, 2025Transat A.T. Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 17, 2025
분석 기사 • Aug 16Returns At Transat A.T (TSE:TRZ) Are On The Way UpTSX:TRZ 1 Year Share Price vs Fair Value Explore Transat A.T's Fair Values from the Community and select yours There...
Reported Earnings • Jun 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: CA$0.58 loss per share (improved from CA$1.41 loss in 2Q 2024). Revenue: CA$1.03b (up 5.9% from 2Q 2024). Net loss: CA$22.9m (loss narrowed 58% from 2Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 46%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Jun 12Transat A.T. Inc. to Report Q3, 2025 Results on Sep 11, 2025Transat A.T. Inc. announced that they will report Q3, 2025 results on Sep 11, 2025
New Risk • Jun 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$176m Forecast net loss in 1 year: CA$138m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$1.0b). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$138m net loss next year). Market cap is less than US$100m (CA$107.3m market cap, or US$78.5m).
Major Estimate Revision • Jun 08Consensus EPS estimates upgraded to CA$1.37 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -CA$4.01 to -CA$1.37 per share. Revenue forecast unchanged from CA$3.42b at last update. Airlines industry in Canada expected to see average net income growth of 9.4% next year. Consensus price target up from CA$1.60 to CA$2.35. Share price rose 24% to CA$2.04 over the past week.
Price Target Changed • Jun 06Price target increased by 53% to CA$2.35Up from CA$1.54, the current price target is an average from 5 analysts. New target price is 15% above last closing price of CA$2.04. Stock is down 29% over the past year. The company is forecast to post a net loss per share of CA$1.37 next year compared to a net loss per share of CA$2.94 last year.
공시 • May 02Transat A.T. Inc. Appoints Stéphane Lefebvre as DirectorTransat A.T. Inc. at its AGM held on May 1, 2025 appointed Stéphane Lefebvre as director.
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 46%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CA$3.04 to -CA$4.43 per share. Revenue forecast unchanged at CA$3.42b. Airlines industry in Canada expected to see average net income growth of 38% next year. Consensus price target down from CA$1.76 to CA$1.54. Share price fell 8.4% to CA$1.53 over the past week.
Price Target Changed • Mar 17Price target decreased by 13% to CA$1.54Down from CA$1.76, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CA$1.55. Stock is down 59% over the past year. The company is forecast to post a net loss per share of CA$4.43 next year compared to a net loss per share of CA$2.94 last year.
Price Target Changed • Mar 14Price target decreased by 9.4% to CA$1.64Down from CA$1.81, the current price target is an average from 5 analysts. New target price is 10% above last closing price of CA$1.49. Stock is down 62% over the past year. The company is forecast to post a net loss per share of CA$4.82 next year compared to a net loss per share of CA$2.94 last year.
Reported Earnings • Mar 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: CA$3.10 loss per share (further deteriorated from CA$1.58 loss in 1Q 2024). Revenue: CA$829.5m (up 5.6% from 1Q 2024). Net loss: CA$122.5m (loss widened 101% from 1Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
공시 • Mar 13Transat A.T. Inc. to Report Q2, 2025 Results on Jun 12, 2025Transat A.T. Inc. announced that they will report Q2, 2025 results on Jun 12, 2025
공시 • Feb 25Transat A.T. Inc., Annual General Meeting, Apr 29, 2025Transat A.T. Inc., Annual General Meeting, Apr 29, 2025.
New Risk • Feb 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: CA$114m Forecast net loss in 2 years: CA$66m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$889m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$66m net loss in 2 years). Market cap is less than US$100m (CA$69.5m market cap, or US$48.6m).
Major Estimate Revision • Dec 19Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CA$3.33b to CA$3.41b. Forecast EPS reduced from -CA$2.21 to -CA$2.84 per share. Airlines industry in Canada expected to see average net income growth of 32% next year. Consensus price target up from CA$1.69 to CA$1.86. Share price fell 10% to CA$1.83 over the past week.
Price Target Changed • Dec 14Price target increased by 7.1% to CA$1.81Up from CA$1.69, the current price target is an average from 5 analysts. New target price is 7.2% below last closing price of CA$1.95. Stock is down 45% over the past year. The company is forecast to post a net loss per share of CA$2.95 next year compared to a net loss per share of CA$2.94 last year.
Reported Earnings • Dec 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: CA$2.94 loss per share (further deteriorated from CA$0.66 loss in FY 2023). Revenue: CA$3.28b (up 7.7% from FY 2023). Net loss: CA$114.0m (loss widened 351% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Dec 12Transat A.T. Inc. to Report Q1, 2025 Results on Mar 13, 2025Transat A.T. Inc. announced that they will report Q1, 2025 results on Mar 13, 2025
공시 • Dec 05Transat A.T. Inc. to Report Q4, 2024 Results on Dec 12, 2024Transat A.T. Inc. announced that they will report Q4, 2024 results on Dec 12, 2024
New Risk • Nov 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$38m net loss in 2 years). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (CA$70.3m market cap, or US$50.3m).
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$932m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (CA$36m net loss in 2 years). Shareholders have been diluted in the past year (6.4% increase in shares outstanding). Market cap is less than US$100m (CA$73.5m market cap, or US$54.2m).
Reported Earnings • Sep 13Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: CA$736.2m (down 1.4% from 3Q 2023). Net loss: CA$39.9m (down 170% from profit in 3Q 2023). Revenue missed analyst estimates by 3.8%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
공시 • Sep 10Transat A.T. Inc. to Report Q3, 2024 Results on Sep 12, 2024Transat A.T. Inc. announced that they will report Q3, 2024 results on Sep 12, 2024
분석 기사 • Aug 08Returns On Capital Are Showing Encouraging Signs At Transat A.T (TSE:TRZ)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
New Risk • Jul 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-CA$893m). Earnings are forecast to decline by an average of 7.4% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$116m net loss next year). Market cap is less than US$100m (CA$98.8m market cap, or US$72.5m).
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 68%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -CA$2.21 to -CA$3.70 per share. Revenue forecast unchanged at CA$3.28b. Airlines industry in Canada expected to see average net income growth of 22% next year. Consensus price target down from CA$2.84 to CA$2.56. Share price fell 9.9% to CA$2.72 over the past week.
Reported Earnings • Jun 07Second quarter 2024 earnings released: CA$1.40 loss per share (vs CA$0.76 loss in 2Q 2023)Second quarter 2024 results: CA$1.40 loss per share (further deteriorated from CA$0.76 loss in 2Q 2023). Revenue: CA$973.2m (up 12% from 2Q 2023). Net loss: CA$54.4m (loss widened 86% from 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
공시 • May 25Transat A.T. Inc. to Report Q2, 2024 Results on Jun 06, 2024Transat A.T. Inc. announced that they will report Q2, 2024 results on Jun 06, 2024
공시 • May 15+ 1 more updateAir Transat Unveils Its Winter 2024-2025 Flight Offer from the MaritimesAir Transat announced its offer from the Maritimes for the 2024-2025 winter season. At the height of the season, non-stop flights will be offered from Halifax and Moncton to ten destinations in the Caribbean, Mexico and Florida. At the peak of the season, Air Transat's overall schedule will include nearly 300 non-stop flights per week from 7 Canadian cities. In addition to Halifax and Moncton, it will also offer flights from Montreal, Quebec City, Toronto, Ottawa and London. Air Transat continues to offer direct flights to selected sun destinations from Halifax and Moncton. From Halifax, the airline is adding an additional frequency to Puerto Plata, strengthening its offer in the Caribbean. Other destinations, such as Cancún, Cayo Coco, Holguín, Montego Bay, Punta Cana, Santa Clara, and Varadero, remain accessible. From Moncton, Air Transat flies to popular destinations including Cancun, Punta Cana, and Varadero, offering a variety of choices for a relaxing vacation in the sun. Air Transat is optimizing its routes to Florida, with an additional frequency from Halifax to Fort Lauderdale. Flights to Orlando from Halifax and Moncton remain, offering attractive options for family vacations or theme park getaways.
Price Target Changed • May 14Price target decreased by 12% to CA$2.84Down from CA$3.23, the current price target is an average from 5 analysts. New target price is 13% below last closing price of CA$3.25. Stock is down 10.0% over the past year. The company is forecast to post a net loss per share of CA$2.21 next year compared to a net loss per share of CA$0.66 last year.
Major Estimate Revision • May 13Consensus EPS estimates upgraded to CA$0.81 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -CA$1.04 to -CA$0.815 per share. Revenue forecast steady at CA$3.34b. Airlines industry in Canada expected to see average net income growth of 24% next year. Consensus price target down from CA$3.23 to CA$3.04. Share price was steady at CA$3.43 over the past week.
New Risk • May 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CA$30m Forecast net loss in 1 year: CA$31m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risks Currently unprofitable and not forecast to become profitable next year (CA$31m net loss next year). Market cap is less than US$100m (CA$134.4m market cap, or US$98.2m).
New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$135.7m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$840m). Minor Risk Market cap is less than US$100m (CA$135.7m market cap, or US$99.0m).
공시 • Mar 20Transat A.T. Inc. Appoints Sebastian Ponce as Chief Revenue OfficerTransat A.T. Inc. announced the appointment of Sebastian Ponce as chief revenue officer. He is now responsible for the air network strategy, revenue management, and the development of airline alliances. At Transat since 2018, Sebastian most recently held the position of Vice President, Program and Alliances. With his team, he was instrumental in redefining Transat's network and alliance strategy and in setting up the Alliances department, responsible for developing and maintaining airline partnerships. He has also spearheaded numerous inter-carrier partnership agreements, including the recent commercial joint venture with Porter Airlines. Under his leadership, Transat announced two codeshare agreements with Canadian airlines and a dozen interline agreements with carriers in Europe and South America. Sebastian has over 15 years of experience within the airline industry, 10 of which he spent at Air France. Throughout his career, he has led various teams in the Revenue Management, Controlling, Airport Strategy, Network Planning and Alliances departments. Sebastian holds an Executive MBA from McGill and HEC Montréal and a master's degree in industrial engineering from Universidad Tecnica Federico Santa Maria in Chili.
Breakeven Date Change • Mar 17Forecast breakeven date pushed back to 2025The 5 analysts covering Transat A.T previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CA$1.98m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
Price Target Changed • Mar 15Price target decreased by 15% to CA$3.58Down from CA$4.20, the current price target is an average from 5 analysts. New target price is 8.2% below last closing price of CA$3.90. Stock is up 27% over the past year. The company is forecast to post earnings per share of CA$1.03 next year compared to a net loss per share of CA$0.66 last year.
Reported Earnings • Mar 14First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: CA$1.58 loss per share (further deteriorated from CA$1.49 loss in 1Q 2023). Revenue: CA$785.5m (up 18% from 1Q 2023). Net loss: CA$61.0m (loss widened 7.7% from 1Q 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 114%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jan 06Transat A.T. Inc., Annual General Meeting, Mar 14, 2024Transat A.T. Inc., Annual General Meeting, Mar 14, 2024.
분석 기사 • Dec 16Analysts Are Upgrading Transat A.T. Inc. (TSE:TRZ) After Its Latest ResultsShareholders might have noticed that Transat A.T. Inc. ( TSE:TRZ ) filed its yearly result this time last week. The...
Breakeven Date Change • Dec 16Forecast breakeven date moved forward to 2024The 5 analysts covering Transat A.T previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CA$2.90m in 2024. Earnings growth of 138% is required to achieve expected profit on schedule.
공시 • Dec 15Transat A.T. Inc. to Report Q1, 2024 Results on Mar 14, 2024Transat A.T. Inc. announced that they will report Q1, 2024 results on Mar 14, 2024
Reported Earnings • Dec 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: CA$0.66 loss per share (improved from CA$11.77 loss in FY 2022). Revenue: CA$3.05b (up 86% from FY 2022). Net loss: CA$25.3m (loss narrowed 94% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Dec 12Transat A.T. Inc. Appoints Jean-François Pruneau as Chief Financial Officer, Effective January 9, 2024Transat A.T. Inc. announced the appointment of Jean-François Pruneau as Chief Financial Officer. Jean-François will take office on January 9, 2024. Jean-François has over 25 years of experience in executive roles at major Quebec and Canadian companies. He most recently served as Executive Vice President and Chief Financial Officer for Starpax Biopharma. Throughout his career, he held various roles in finance at Canadian National Railway, BCE Media and Quebecor, where he spent close to 17 years and progressed to Senior Vice President and Chief Financial officer, before joining Videotron as President and Chief Executive Officer. He also spent close to a decade as a lecturer at HEC Montréal. Jean-François holds a Master of Science (M.Sc.) in Finance from HEC Montréal and obtained the Chartered Financial Analyst (CFA) designation in 2000. Since 2012, he serves as Chairman of the Board and member of the Executive Committee of the Fondation sablon charity. His honours and distinctions include the award "Financial Executive of a Large Corporation" granted in 2015 by the Québec section of Financial Executives International Canada.
Price Target Changed • Dec 11Price target decreased by 10% to CA$3.95Down from CA$4.40, the current price target is an average from 5 analysts. New target price is 16% above last closing price of CA$3.41. Stock is up 3.6% over the past year. The company is forecast to post a net loss per share of CA$1.96 next year compared to a net loss per share of CA$11.77 last year.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -CA$1.61 to -CA$1.96 per share. Revenue forecast of CA$3.04b unchanged since last update. Airlines industry in Canada expected to see average net income growth of 22% next year. Consensus price target down from CA$4.40 to CA$4.20. Share price rose 4.6% to CA$3.17 over the past week.
Price Target Changed • Dec 02Price target decreased by 11% to CA$4.20Down from CA$4.70, the current price target is an average from 5 analysts. New target price is 36% above last closing price of CA$3.08. Stock is down 6.9% over the past year. The company is forecast to post a net loss per share of CA$1.63 next year compared to a net loss per share of CA$11.77 last year.
Major Estimate Revision • Nov 02Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -CA$1.20 to -CA$1.61 per share. Revenue forecast unchanged at CA$3.04b. Airlines industry in Canada expected to see average net income growth of 24% next year. Consensus price target down from CA$4.70 to CA$4.40. Share price was steady at CA$3.05 over the past week.
공시 • Oct 21Transat A.T. Inc. Announces Departure of Patrick Bui as Its Chief Financial Officer, Effective from December 15, 2023Transat A.T. Inc. announced that Patrick Bui, Chief Financial Officer, intends to step down from his position on December 15, 2023, to pursue another career opportunity. He will remain in his role to ensure a smooth transition, including through the announcement of the Company's results for the fiscal year ending October 31, 2023. The Corporation has commenced a formal search process for a new Chief Financial Officer.
New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$135.0m (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risk Market cap is less than US$100m (CA$135.0m market cap, or US$98.8m).
New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$778m). Minor Risk Shareholders have been diluted in the past year (8.9% increase in shares outstanding).
Major Estimate Revision • Sep 20Consensus EPS estimates upgraded to CA$1.20 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -CA$2.01 to -CA$1.20 per share. Revenue forecast steady at CA$3.03b. Airlines industry in Canada expected to see average net income growth of 37% next year. Consensus price target up from CA$4.45 to CA$4.60. Share price was steady at CA$4.19 over the past week.
Reported Earnings • Sep 15Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Sep 15Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: CA$746.3m (up 47% from 3Q 2022). Net income: CA$57.3m (up CA$163.8m from 3Q 2022). Profit margin: 7.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
공시 • Sep 15Transat A.T. Inc. to Report Q4, 2023 Results on Dec 14, 2023Transat A.T. Inc. announced that they will report Q4, 2023 results on Dec 14, 2023
Major Estimate Revision • Jul 28Consensus EPS estimates upgraded to CA$2.05 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -CA$2.33 to -CA$2.05 per share. Revenue forecast steady at CA$2.99b. Airlines industry in Canada expected to see average net income growth of 104% next year. Consensus price target of CA$4.40 unchanged from last update. Share price was steady at CA$4.87 over the past week.
New Risk • Jun 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-CA$834m). Minor Risk Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
공시 • Jun 09Transat A.T. Inc. to Report Q3, 2023 Results on Sep 07, 2023Transat A.T. Inc. announced that they will report Q3, 2023 results on Sep 07, 2023
Reported Earnings • Jun 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: CA$0.76 loss per share (improved from CA$2.60 loss in 2Q 2022). Revenue: CA$870.1m (up 143% from 2Q 2022). Net loss: CA$29.2m (loss narrowed 70% from 2Q 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 13%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year.
Reported Earnings • Mar 11First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: CA$1.49 loss per share (improved from CA$3.03 loss in 1Q 2022). Revenue: CA$667.5m (up 230% from 1Q 2022). Net loss: CA$56.6m (loss narrowed 51% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Mar 10Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$2.91b to CA$2.97b. EPS estimate increased from -CA$3.11 per share to -CA$2.64 per share. Airlines industry in Canada expected to see average net income growth of 215% next year. Consensus price target up from CA$2.54 to CA$3.10. Share price was steady at CA$3.35 over the past week.
공시 • Feb 16Transat A.T. Inc. Appoints Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat, Effective from March 13, 2023Transat A.T. inc. announced the appointment of Julie Lamontagne as Chief People, Sustainability and Communications Officer of Transat. She will be responsible for developing and deploying initiatives in corporate culture, labour relations and talent attraction, retention, and mobilization. She will also oversee corporate responsibility programs as well as internal and external communications. She will begin her new role on March 13. Julie Lamontagne has over 20 years of experience as a human resource professional, including 12 years in executive roles on management committees. Since 2019, she has held the position of Vice President, Talent and Culture at Enerkem and previously served as Vice President at Lumenpulse and EXFO. Julie Lamontagne holds a Bachelor's degree in Industrial Relations from the University of Montreal and is a member of the Ordre des conseillers en ressources humaines agréés du Québec.
Breakeven Date Change • Jan 31Forecast to breakeven in 2025The 5 analysts covering Transat A.T expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of CA$20.0m in 2025. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
공시 • Dec 31Transat A.T. Inc., Annual General Meeting, Mar 09, 2023Transat A.T. Inc., Annual General Meeting, Mar 09, 2023.
Reported Earnings • Dec 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: CA$11.77 loss per share (further deteriorated from CA$10.32 loss in FY 2021). Revenue: CA$1.64b (up CA$1.52b from FY 2021). Net loss: CA$445.3m (loss widened 14% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 42% per year.
공시 • Dec 16Transat A.T. Inc. to Report Q1, 2023 Results on Mar 09, 2023Transat A.T. Inc. announced that they will report Q1, 2023 results on Mar 09, 2023
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 09Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CA$2.82 loss per share (improved from CA$3.66 loss in 3Q 2021). Revenue: CA$508.3m (up CA$495.8m from 3Q 2021). Net loss: CA$106.5m (loss narrowed 23% from 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Airlines industry in North America. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings.
공시 • Sep 09Transat A.T. Inc. to Report Q4, 2022 Results on Dec 15, 2022Transat A.T. Inc. announced that they will report Q4, 2022 results on Dec 15, 2022
Price Target Changed • Sep 08Price target decreased to CA$3.05Down from CA$3.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CA$2.98. Stock is down 39% over the past year. The company is forecast to post a net loss per share of CA$9.84 next year compared to a net loss per share of CA$10.32 last year.
Price Target Changed • Sep 06Price target decreased to CA$3.30Down from CA$3.55, the current price target is an average from 5 analysts. New target price is 11% above last closing price of CA$2.98. Stock is down 40% over the past year. The company is forecast to post a net loss per share of CA$9.84 next year compared to a net loss per share of CA$10.32 last year.
Major Estimate Revision • Jun 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CA$8.08 to -CA$9.48 per share. Revenue forecast unchanged at CA$1.75b. Airlines industry in Canada expected to see average net income growth of 31% next year. Consensus price target down from CA$3.65 to CA$3.55. Share price fell 9.2% to CA$3.87 over the past week.
Reported Earnings • Jun 10Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: CA$2.60 loss per share (down from CA$1.84 loss in 2Q 2021). Revenue: CA$358.2m (up CA$350.6m from 2Q 2021). Net loss: CA$98.3m (loss widened 41% from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 248%, compared to a 38% growth forecast for the industry in Canada. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
공시 • Jun 10Transat A.T. Inc. to Report Q3, 2022 Results on Sep 08, 2022Transat A.T. Inc. announced that they will report Q3, 2022 results on Sep 08, 2022
공시 • Jun 03Transat A.T. Inc. to Report Q2, 2022 Results on Jun 09, 2022Transat A.T. Inc. announced that they will report Q2, 2022 results on Jun 09, 2022
Major Estimate Revision • Jun 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -CA$7.25 to -CA$8.08 per share. Revenue forecast unchanged at CA$1.76b. Airlines industry in Canada expected to see average net income growth of 31% next year. Consensus price target of CA$3.65 unchanged from last update. Share price was steady at CA$4.27 over the past week.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Stephane Lefebvre was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 28Transat A.T. Inc. Approves the Election of Valérie Chort and Stéphane Lefebvre as Board MembersAt the Transat A.T. Inc.'s Annual and Special Meeting of Shareholders April 27, 2022, approved the election of Valérie Chort and Stéphane Lefebvre as Board members.