LATAM Airlines Group 향후 성장
Future 기준 점검 3/6
LATAM Airlines Group은 연간 수입과 매출이 각각 12.7%와 7.7% 증가할 것으로 예상되고 EPS는 연간 4.1%만큼 감소할 것으로 예상됩니다.
핵심 정보
12.7%
이익 성장률
-4.06%
EPS 성장률
| Airlines 이익 성장 | 20.6% |
| 매출 성장률 | 7.7% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 Aug 2026 |
최근 향후 성장 업데이트
분석 기사 • Aug 07
Analysts Are Updating Their LATAM Airlines Group S.A. (SNSE:LTM) Estimates After Its Second-Quarter Results
Investors in LATAM Airlines Group S.A. ( SNSE:LTM ) had a good week, as its shares rose 6.5% to close at CL$26.35...분석 기사 • May 08
LATAM Airlines Group S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, LATAM Airlines Group S.A. ( SNSE:LTM ) just kicked off its latest quarterly results with some very...분석 기사 • Feb 06
Earnings Beat: LATAM Airlines Group S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
The yearly results for LATAM Airlines Group S.A. ( SNSE:LTM ) were released last week, making it a good time to revisit...Recent updates
분석 기사 • Aug 07
Analysts Are Updating Their LATAM Airlines Group S.A. (SNSE:LTM) Estimates After Its Second-Quarter Results
Investors in LATAM Airlines Group S.A. ( SNSE:LTM ) had a good week, as its shares rose 6.5% to close at CL$26.35...
내러티브 업데이트 • Jul 30
LTM: Higher Passenger Load Factors Will Support Future Earnings Power
Analysts have updated the price target for LATAM Airlines Group to CLP34.092 from CLP32.625, citing refreshed assumptions on revenue growth, profit margins and forward P/E, which are reflected in a slightly lower discount rate. Analyst Commentary Bullish analysts on LATAM Airlines Group are framing the revised CLP34.092 price target as a reflection of updated assumptions on revenue, margins and P/E, rather than a shift in overall stance on the stock.
내러티브 업데이트 • Jul 16
LTM: Future Returns Will Depend On Margins And Capacity Versus Lower P E Multiple
The analyst price target for LATAM Airlines Group has been raised to CLP28.01 from CLP26.90. Analysts attribute the change to slightly adjusted assumptions on the discount rate, revenue growth, profit margin and a lower future P/E multiple.내러티브 업데이트 • Jul 02
LTM: Higher Passenger Load Factors Will Support Improved Earnings Outlook
Analysts have revised their CLP price target for LATAM Airlines Group to CLP32.625, down from CLP36.684, reflecting updated assumptions for higher revenue growth, slightly leaner profit margins, a modestly higher discount rate, and a lower future P/E multiple. Analyst Commentary Bullish analysts covering LATAM Airlines Group tend to highlight valuation upside when they see a clear link between the company’s execution and its long term earnings power.
내러티브 업데이트 • Jun 18
LTM: Future Traffic And Load Factor Trends Will Support Recovery
Analysts have trimmed their fair value estimate for LATAM Airlines Group stock from CLP 33.474 to CLP 31.508, citing slightly higher discount rate assumptions along with updated expectations for revenue growth, profitability, and future P/E levels. Analyst Commentary Recent valuation work on LATAM Airlines Group reflects a more cautious stance, but analysts still see several elements that could support the investment case alongside clear execution risks.내러티브 업데이트 • Jun 03
LTM: Future Upside Will Rely On Sustained Margins And Capacity Discipline
Narrative Update on LATAM Airlines Group The analyst price target for LATAM Airlines Group is now CLP26.90, reflecting updated assumptions around a 12.30% discount rate, 8.48% revenue growth, a 10.86% profit margin, and a forward P/E of 10.62. Analysts cite these refined inputs as the basis for the revised valuation.내러티브 업데이트 • May 17
LTM: Execution On Earnings And Capacity Discipline Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for LATAM Airlines Group to CLP$26.90 from CLP$29.46, reflecting updated assumptions for growth, profitability and future P/E, alongside recent Street research that now views the stock's valuation as more balanced after a strong run. Analyst Commentary Recent Street commentary points to a more balanced view on LATAM Airlines Group, with some bearish analysts flagging that the stock now looks fairly valued after its strong share price performance.분석 기사 • May 08
LATAM Airlines Group S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, LATAM Airlines Group S.A. ( SNSE:LTM ) just kicked off its latest quarterly results with some very...내러티브 업데이트 • Apr 27
LTM: Execution On Earnings And Capacity Plans Will Drive Future Upside
Analysts now place LATAM Airlines Group's fair value closer to CLP 29.46 from CLP 26.81, reflecting updated views on revenue growth, profit margins, and an adjusted forward P/E. Recent Street research has shifted toward a more balanced risk-reward profile, even with higher CLP price targets.내러티브 업데이트 • Apr 13
LTM: Improved Earnings Outlook And Balanced Risk Profile Will Support Upside
Analysts have raised the CLP price target for LATAM Airlines Group to CLP67,000 from CLP56,000. They cite improved earnings expectations, while noting that valuation now appears more balanced after the recent share price move.내러티브 업데이트 • Mar 30
LTM: Improved Earnings Execution And Traffic Trends Will Support Recovery
Analysts now see LATAM Airlines Group's fair value price target at CLP 33.474, with modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect research that points to improved earnings expectations, while suggesting a more balanced risk-reward profile after recent share price moves.내러티브 업데이트 • Mar 16
LTM: Stronger Revenue Execution And Balanced Risk Reward Will Support Recovery
The analyst price target for LATAM Airlines Group has been raised from CLP$26.74 to CLP$33.47, as analysts factor in stronger revenue growth expectations, a slightly lower discount rate, and updated P/E assumptions. At the same time, recent downgrades highlight a more balanced risk-reward profile following the stock's strong run.내러티브 업데이트 • Mar 02
LTM: Mixed Research Views Will Shape Returns As Fairness Concerns Intensify
Analysts have made a small upward revision to their CLP price target for LATAM Airlines Group. This reflects updated assumptions for revenue growth, margins, discount rate, and future P/E, which leave the stock looking closer to fairly valued after recent performance and mixed rating changes from major research houses.내러티브 업데이트 • Feb 16
LTM: Mixed Research Views Will Shape Returns As Margins And P E Rebalance
The updated analyst price target for LATAM Airlines Group now points to CLP26.61 from CLP27.62, as analysts weigh higher assumed revenue growth and a richer future P/E of 14.31x against more conservative profit margin assumptions and mixed recent research calls. Analyst Commentary Recent Street research on LATAM Airlines Group shows a split view, with some Bearish analysts highlighting risks even as others adjust price targets upward.분석 기사 • Feb 06
Earnings Beat: LATAM Airlines Group S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
The yearly results for LATAM Airlines Group S.A. ( SNSE:LTM ) were released last week, making it a good time to revisit...내러티브 업데이트 • Feb 02
LTM: Stronger Quarter And Updated Guidance Will Support Higher Earnings Multiple
Analysts have raised their price target on LATAM Airlines Group to US$60 from US$55, citing a stronger than expected quarter as the key driver of the revised view. Analyst Commentary Bullish analysts are pointing to the recent price target increase to US$60 from US$55 as a sign of growing confidence in LATAM Airlines Group following what they describe as a stronger than expected quarter.분석 기사 • Jan 24
LATAM Airlines Group (SNSE:LTM) Could Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...내러티브 업데이트 • Jan 19
LTM: Strong Quarter And Higher Margins Will Support Rerated Earnings Multiple
Analysts have raised their price target on LATAM Airlines Group. One firm lifted its target to $60 from $55 after a stronger than expected quarter, aligning with updated assumptions that include a fair value of 32.23 and a projected P/E of 13.08x supported by higher expected profit margins and a slightly lower discount rate.내러티브 업데이트 • Jan 04
LTM: Earnings Momentum And Dividend Will Drive Further Upside
Analysts have raised their price target on LATAM Airlines Group to $60 from $55, citing stronger than expected quarterly performance and a modest improvement in long-term profitability assumptions, despite slightly lower projected revenue growth. Analyst Commentary While the latest price target increase underscores growing confidence in LATAM Airlines Group's earnings trajectory, not all market commentary is uniformly optimistic.분석 기사 • Dec 24
Is There An Opportunity With LATAM Airlines Group S.A.'s (SNSE:LTM) 27% Undervaluation?
Key Insights LATAM Airlines Group's estimated fair value is CL$33.83 based on 2 Stage Free Cash Flow to Equity LATAM...내러티브 업데이트 • Dec 16
LTM: Dividend And Fleet Expansion Will Support Bullish Earnings Outlook
Analysts have raised their price target for LATAM Airlines Group significantly, from approximately $19.33 to about $27.62, citing stronger than expected recent results and modest improvements in projected revenue growth, profit margins, and valuation multiples. Analyst Commentary Recent research updates underline a widening gap between bullish expectations on LATAM Airlines Group and a more cautious undertone emerging across parts of the market.내러티브 업데이트 • Dec 02
LTM: Stronger Quarterly Execution Will Support Recovery Amid Industry Challenges
LATAM Airlines Group's analyst price target has increased from $55 to $60. This change reflects a positive outlook, as analysts cite the company's stronger than expected quarterly performance in their revised estimate.분석 기사 • Nov 24
LATAM Airlines Group's (SNSE:LTM) Solid Earnings Are Supported By Other Strong Factors
Even though LATAM Airlines Group S.A.'s ( SNSE:LTM ) recent earnings release was robust, the market didn't seem to...내러티브 업데이트 • Nov 18
LTM: Profit Margins And Cost Control Will Drive Resilience Amid Uncertainty
Analysts have lowered their price target for LATAM Airlines Group from $26.30 to $25.57 per share. They cited updated discount rates and modestly improved profit margin expectations as key factors in the revision.분석 기사 • Nov 18
When Should You Buy LATAM Airlines Group S.A. (SNSE:LTM)?
LATAM Airlines Group S.A. ( SNSE:LTM ) received a lot of attention from a substantial price movement on the SNSE over...내러티브 업데이트 • Oct 31
LTM: Expanding Fleet Will Drive Recovery In Regional Air Connectivity
The analyst price target for LATAM Airlines Group was raised modestly from $25.85 to $26.30. Analysts cite slightly improved projections for revenue growth, profit margin, and discount rate in their updated outlook.분석 기사 • Oct 27
Investors Holding Back On LATAM Airlines Group S.A. (SNSE:LTM)
It's not a stretch to say that LATAM Airlines Group S.A.'s ( SNSE:LTM ) price-to-earnings (or "P/E") ratio of 11.4x...내러티브 업데이트 • Oct 17
Digitalization And Fleet Modernization Will Support Latin America Air Travel
Narrative Update: LATAM Airlines Group Sees Slight Reduction in Analyst Price Target Analysts have modestly lowered their price target for LATAM Airlines Group, adjusting it from $26.27 to $25.85. They cited a slightly increased discount rate and updated financial projections as reasons for the change.내러티브 업데이트 • Oct 03
Digitalization And Fleet Modernization Will Support Latin America Air Travel
LATAM Airlines Group's analyst price target has increased from $24.86 to $26.27 as analysts cite adjustments in fair value modeling and refined discount rates to reflect evolving market conditions. What's in the News LATAM Airlines Group and its affiliates announced a major fleet expansion, ordering up to 74 Embraer E195-E2 aircraft.분석 기사 • Sep 14
LATAM Airlines Group S.A. (SNSE:LTM) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights LATAM Airlines Group's estimated fair value is CL$32.89 based on 2 Stage Free Cash Flow to Equity Current...
새로운 내러티브 • Jan 24
Cost Efficiency And Debt Refinancing Will Unlock Future Potential In The Airline Industry
Strategic focus on financial discipline and cost efficiency suggests potential improvements in net margins and stable earnings growth.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 19,781 | 2,119 | 3,321 | 4,927 | 6 |
| 12/31/2027 | 18,210 | 1,897 | 2,553 | 3,964 | 11 |
| 12/31/2026 | 17,537 | 1,623 | 1,631 | 3,696 | 7 |
| 6/30/2026 | 15,878 | 1,564 | 2,105 | 3,739 | N/A |
| 3/31/2026 | 14,997 | 1,681 | 2,162 | 3,992 | N/A |
| 12/31/2025 | 14,265 | 1,460 | 1,857 | 3,737 | N/A |
| 9/30/2025 | 13,728 | 1,248 | 1,586 | 3,520 | N/A |
| 6/30/2025 | 13,174 | 1,170 | 1,353 | 3,292 | N/A |
| 3/31/2025 | 12,914 | 1,074 | 1,627 | 3,327 | N/A |
| 12/31/2024 | 12,833 | 977 | 1,686 | 3,106 | N/A |
| 9/30/2024 | 12,707 | 788 | 1,603 | 2,821 | N/A |
| 6/30/2024 | 12,487 | 719 | 1,608 | 2,649 | N/A |
| 3/31/2024 | 12,136 | 718 | 1,412 | 2,280 | N/A |
| 12/31/2023 | 11,641 | 582 | 1,400 | 2,264 | N/A |
| 9/30/2023 | 11,141 | 3,037 | 377 | 1,198 | N/A |
| 6/30/2023 | 10,674 | 2,510 | -42 | 836 | N/A |
| 3/31/2023 | 10,217 | 1,841 | -302 | 543 | N/A |
| 12/31/2022 | 9,363 | 1,339 | -734 | 97 | N/A |
| 9/30/2022 | 8,591 | -3,954 | -119 | 643 | N/A |
| 6/30/2022 | 7,309 | -4,350 | -392 | 424 | N/A |
| 3/31/2022 | 5,959 | -4,597 | -728 | 21 | N/A |
| 12/31/2021 | 4,884 | -4,647 | -860 | -174 | N/A |
| 9/30/2021 | 3,755 | -2,855 | -1,035 | -527 | N/A |
| 6/30/2021 | 2,884 | -2,736 | -1,295 | -1,036 | N/A |
| 3/31/2021 | 2,500 | -2,857 | -1,161 | -875 | N/A |
| 12/31/2020 | 3,924 | -4,546 | -894 | -495 | N/A |
| 9/30/2020 | 5,870 | -3,356 | -229 | 850 | N/A |
| 6/30/2020 | 8,057 | -2,697 | 2,935 | 2,151 | N/A |
| 3/31/2020 | 9,905 | -1,870 | N/A | 2,781 | N/A |
| 12/31/2019 | 10,070 | 190 | N/A | 2,827 | N/A |
| 9/30/2019 | 9,952 | 354 | N/A | 2,567 | N/A |
| 6/30/2019 | 9,746 | 303 | N/A | 2,176 | N/A |
| 3/31/2019 | 9,713 | 158 | N/A | 1,836 | N/A |
| 12/31/2018 | 9,895 | 310 | N/A | 2,073 | N/A |
| 9/30/2018 | 9,868 | -13 | N/A | 1,867 | N/A |
| 6/30/2018 | 9,979 | 112 | N/A | 1,944 | N/A |
| 3/31/2018 | 9,868 | 182 | N/A | 1,963 | N/A |
| 12/31/2017 | 9,614 | 155 | N/A | 1,667 | N/A |
| 9/30/2017 | 9,424 | 142 | N/A | 1,319 | N/A |
| 6/30/2017 | 9,292 | -13 | N/A | 1,031 | N/A |
| 3/31/2017 | 9,114 | 33 | N/A | 1,074 | N/A |
| 12/31/2016 | 8,988 | 69 | N/A | 981 | N/A |
| 9/30/2016 | 8,878 | -1 | N/A | 1,130 | N/A |
| 6/30/2016 | 8,936 | -119 | N/A | 1,326 | N/A |
| 3/31/2016 | 9,280 | -77 | N/A | 1,428 | N/A |
| 12/31/2015 | 9,740 | -219 | N/A | 1,715 | N/A |
| 9/30/2015 | 10,413 | -105 | N/A | 1,927 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LTM 의 연간 예상 수익 증가율(12.7%)이 saving rate(5.8%)보다 높습니다.
수익 vs 시장: LTM 의 연간 수익(12.7%)이 CL 시장(5.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: LTM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: LTM 의 수익(연간 7.7%)이 CL 시장(연간 5.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: LTM 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LTM의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/08 21:09 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
LATAM Airlines Group S.A.는 25명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Murilo Freiberger | BofA Global Research |
| Andre Ferreira | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Murilo Riccini | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |