View ValuationTalgo 향후 성장Future 기준 점검 4/6Talgo (는) 각각 연간 127% 및 13.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.8% 로 예상됩니다.핵심 정보127.0%이익 성장률31.67%EPS 성장률Machinery 이익 성장24.8%매출 성장률13.2%향후 자기자본이익률11.75%애널리스트 커버리지Low마지막 업데이트19 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Director Antonio Oporto del Olmo is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • May 07Talgo, S.A. to Report Q1, 2026 Results on May 13, 2026Talgo, S.A. announced that they will report Q1, 2026 results at 5:30 PM, Central European Standard Time on May 13, 2026공시 • Apr 29Talgo, S.A., Annual General Meeting, Jun 02, 2026Talgo, S.A., Annual General Meeting, Jun 02, 2026. Location: calle postas 13-15, centro cultural arkabia, vitoria-gasteiz, alava., Spain공시 • Feb 27Talgo, S.A. to Report Fiscal Year 2025 Results on Feb 27, 2026Talgo, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026공시 • Nov 05Talgo, S.A. to Report Q3, 2025 Results on Nov 13, 2025Talgo, S.A. announced that they will report Q3, 2025 results at 5:30 PM, Central European Standard Time on Nov 13, 2025공시 • Jul 26Talgo, S.A. announced that it expects to receive €150 million in fundingTalgo, S.A announced a private placement of convertible bonds for gross proceeds €150,000,000 on July 24, 2025. The transaction includes participation from State-owned Industrial Holdings Company, Ekarpen, the BBK Foundation, the Vital Foundation, and Clerbil. The transaction is subject to approval by the extraordinary shareholders' meeting공시 • Jul 08Talgo, S.A. to Report First Half, 2025 Results on Aug 01, 2025Talgo, S.A. announced that they will report first half, 2025 results on Aug 01, 2025공시 • Jul 02Talgo, S.A., Annual General Meeting, Aug 01, 2025Talgo, S.A., Annual General Meeting, Aug 01, 2025. Location: paseo del tren talgo 2, las matas., madrid Spain공시 • May 07Talgo, S.A. to Report Q1, 2025 Results on May 26, 2025Talgo, S.A. announced that they will report Q1, 2025 results at 5:30 PM, Central European Standard Time on May 26, 2025공시 • Jan 31Talgo, S.A. to Report Fiscal Year 2024 Results on Feb 25, 2025Talgo, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 25, 2025공시 • Oct 23Talgo, S.A. to Report Q3, 2024 Results on Nov 19, 2024Talgo, S.A. announced that they will report Q3, 2024 results at 5:30 PM, Central European Standard Time on Nov 19, 2024공시 • Aug 30Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others.Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag made an offer to acquire Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others for approximately €620 million on March 6, 2024. Ganz-mavag offered to the Talgo's shareholders is €5 per share and will be totally paid in cash. As a consequence, the maximum total amount to be disbursed by the Offeror will be €619.30 million. The Offeror has binding commitment letters from its shareholders (Ganz-Mavag Holding Kft. and Corvinus Zrt.), which in turn have both bank and equity binding financing commitments, to pay the total consideration of the offer. The Board of Directors of Talgo has unanimously confirmed that the Offer is friendly and that the consideration offered is attractive for Talgo 's shareholders, expressing a preliminary favorable view on such price offered. The transaction is subject to relevant anti-trust clearances and Foreign direct investment authorizations in other countries. After completion of the relevant competition law analysis, it is confirmed that, pursuant to the provisions of article 26.1 of Royal Decree 1066/2007, the Offer is conditional upon the economic concentration that will take place as a result of the settlement of the Offer obtaining the following mandatory antitrust authorisations imposing no conditions: The European Commission, The Competition Authority of Albania, The Competition Authority of Kosovo, The Competition Authority of Montenegro, The Competition Authority of Serbia, The Egyptian Competition Authority under the Egyptian Antitrust and The General Authority for Competition in Saudi Arabia. As of April 4, 2024, Ganz-Mavag Europe Requests For Authorisation Of Voluntary Takeover Bid For Shares Of Talgo and The decision to launch the Offer is not subject to the approval by the general shareholders' meeting of the Offeror. As of June 19, 2024, Government extends the deadlines to resolve the Talgo takeover bid. As announced on July 3, 2024, the Government can extend the deadline for the approval of the operation that is due on August 10. Ganz-Mavag have the support of the Hungarian banks to finance the €600 million that the operation costs and also that of the Spanish banks to continue financing Talgo's activity. AS of July 29, 2024, Government has given itself to make a final decision on the veto of the takeover bid that the Hungarian Magyar Vagon launched for Talgo. As of August 27, 2024, The Foreign Investment Board, an agency dependent on the Ministry of Economy, has rejected the purchase. The Government has cited reasons of "national security" to reject the takeover bid. Magyar Vagon is still waiting for an official response. Lazard acted as financial advisor to Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag and J&A Garrigues acted as legal advisors to Offeror. Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others on August 30, 2024. The deal got cancelled as the acquisition was blocked by the Spanish government.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.12 (vs €0.058 in 1H 2023)First half 2024 results: EPS: €0.12 (up from €0.058 in 1H 2023). Revenue: €347.4m (up 20% from 1H 2023). Net income: €15.0m (up 112% from 1H 2023). Profit margin: 4.3% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany.공시 • Jul 09Talgo, S.A. to Report First Half, 2024 Results on Jul 30, 2024Talgo, S.A. announced that they will report first half, 2024 results on Jul 30, 2024Reported Earnings • Mar 01Full year 2023 earnings releasedFull year 2023 results: Revenue: €676.5m (up 44% from FY 2022). Net income: €12.2m (up €10.8m from FY 2022). Profit margin: 1.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.공시 • Jan 30Talgo, S.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Talgo, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Feb 28, 2024Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Marisa Luisa Garcia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:XTG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202897326N/AN/A212/31/2027807197398412/31/202672786490312/31/2025635-101-102-102N/A9/30/2025616-143-107-83N/A6/30/2025597-185-111-64N/A3/31/2025634-146-135-87N/A12/31/2024672-106-159-111N/A9/30/2024692-42-169-124N/A6/30/202471222-179-138N/A3/31/202468318-161-127N/A12/31/202365514-142-116N/A9/30/20235988-75-51N/A6/30/20235423-914N/A3/31/20235062-28-6N/A12/31/20224711-48-25N/A9/30/202246310N/AN/AN/A6/30/202248123-90-67N/A3/31/202251524N/AN/AN/A12/31/202155728430N/A9/30/202158011N/AN/AN/A6/30/2021565-2-94-65N/A3/31/2021524-16N/AN/AN/A12/31/2020489-17-110-86N/A9/30/20204736N/AN/AN/A6/30/202045419-617N/A3/31/202043236N/AN/AN/A12/31/2019405382846N/A9/30/201936728N/AN/AN/A6/30/201933222N/A183N/A3/31/201932921N/AN/AN/A12/31/201832718N/A152N/A9/30/201832414N/AN/AN/A6/30/201833418N/A155N/A3/31/201835023N/AN/AN/A12/31/201738634N/A185N/A9/30/201743653N/AN/AN/A6/30/201749853N/A21N/A3/31/201755359N/AN/AN/A12/31/201658262N/A-58N/A9/30/201660953N/AN/AN/A6/30/201661071N/A-32N/A3/31/201658869N/AN/AN/A12/31/201552460N/A-20N/A9/30/201548667N/AN/AN/A6/30/201542347N/A-52N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: XTG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: XTG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: XTG 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: XTG 의 수익(연간 13.2%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: XTG 의 수익(연간 13.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: XTG의 자본 수익률은 3년 후 11.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 12:31종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스Talgo, S.A.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBanco de Sabadell. S.A.Jaime EscribanoBanco SantanderBruno BessaCaixa Banco BPI5명의 분석가 더 보기
Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. Independent Director Antonio Oporto del Olmo is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • May 07Talgo, S.A. to Report Q1, 2026 Results on May 13, 2026Talgo, S.A. announced that they will report Q1, 2026 results at 5:30 PM, Central European Standard Time on May 13, 2026
공시 • Apr 29Talgo, S.A., Annual General Meeting, Jun 02, 2026Talgo, S.A., Annual General Meeting, Jun 02, 2026. Location: calle postas 13-15, centro cultural arkabia, vitoria-gasteiz, alava., Spain
공시 • Feb 27Talgo, S.A. to Report Fiscal Year 2025 Results on Feb 27, 2026Talgo, S.A. announced that they will report fiscal year 2025 results After-Market on Feb 27, 2026
공시 • Nov 05Talgo, S.A. to Report Q3, 2025 Results on Nov 13, 2025Talgo, S.A. announced that they will report Q3, 2025 results at 5:30 PM, Central European Standard Time on Nov 13, 2025
공시 • Jul 26Talgo, S.A. announced that it expects to receive €150 million in fundingTalgo, S.A announced a private placement of convertible bonds for gross proceeds €150,000,000 on July 24, 2025. The transaction includes participation from State-owned Industrial Holdings Company, Ekarpen, the BBK Foundation, the Vital Foundation, and Clerbil. The transaction is subject to approval by the extraordinary shareholders' meeting
공시 • Jul 08Talgo, S.A. to Report First Half, 2025 Results on Aug 01, 2025Talgo, S.A. announced that they will report first half, 2025 results on Aug 01, 2025
공시 • Jul 02Talgo, S.A., Annual General Meeting, Aug 01, 2025Talgo, S.A., Annual General Meeting, Aug 01, 2025. Location: paseo del tren talgo 2, las matas., madrid Spain
공시 • May 07Talgo, S.A. to Report Q1, 2025 Results on May 26, 2025Talgo, S.A. announced that they will report Q1, 2025 results at 5:30 PM, Central European Standard Time on May 26, 2025
공시 • Jan 31Talgo, S.A. to Report Fiscal Year 2024 Results on Feb 25, 2025Talgo, S.A. announced that they will report fiscal year 2024 results After-Market on Feb 25, 2025
공시 • Oct 23Talgo, S.A. to Report Q3, 2024 Results on Nov 19, 2024Talgo, S.A. announced that they will report Q3, 2024 results at 5:30 PM, Central European Standard Time on Nov 19, 2024
공시 • Aug 30Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others.Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag made an offer to acquire Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others for approximately €620 million on March 6, 2024. Ganz-mavag offered to the Talgo's shareholders is €5 per share and will be totally paid in cash. As a consequence, the maximum total amount to be disbursed by the Offeror will be €619.30 million. The Offeror has binding commitment letters from its shareholders (Ganz-Mavag Holding Kft. and Corvinus Zrt.), which in turn have both bank and equity binding financing commitments, to pay the total consideration of the offer. The Board of Directors of Talgo has unanimously confirmed that the Offer is friendly and that the consideration offered is attractive for Talgo 's shareholders, expressing a preliminary favorable view on such price offered. The transaction is subject to relevant anti-trust clearances and Foreign direct investment authorizations in other countries. After completion of the relevant competition law analysis, it is confirmed that, pursuant to the provisions of article 26.1 of Royal Decree 1066/2007, the Offer is conditional upon the economic concentration that will take place as a result of the settlement of the Offer obtaining the following mandatory antitrust authorisations imposing no conditions: The European Commission, The Competition Authority of Albania, The Competition Authority of Kosovo, The Competition Authority of Montenegro, The Competition Authority of Serbia, The Egyptian Competition Authority under the Egyptian Antitrust and The General Authority for Competition in Saudi Arabia. As of April 4, 2024, Ganz-Mavag Europe Requests For Authorisation Of Voluntary Takeover Bid For Shares Of Talgo and The decision to launch the Offer is not subject to the approval by the general shareholders' meeting of the Offeror. As of June 19, 2024, Government extends the deadlines to resolve the Talgo takeover bid. As announced on July 3, 2024, the Government can extend the deadline for the approval of the operation that is due on August 10. Ganz-Mavag have the support of the Hungarian banks to finance the €600 million that the operation costs and also that of the Spanish banks to continue financing Talgo's activity. AS of July 29, 2024, Government has given itself to make a final decision on the veto of the takeover bid that the Hungarian Magyar Vagon launched for Talgo. As of August 27, 2024, The Foreign Investment Board, an agency dependent on the Ministry of Economy, has rejected the purchase. The Government has cited reasons of "national security" to reject the takeover bid. Magyar Vagon is still waiting for an official response. Lazard acted as financial advisor to Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag and J&A Garrigues acted as legal advisors to Offeror. Ganz-mavag Europe Zartkoruen Mukodo Reszvenytarsasag cancelled the acquisition of Talgo, S.A. (BME:TLGO) from Pegaso Transport International S.c.a. and others on August 30, 2024. The deal got cancelled as the acquisition was blocked by the Spanish government.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.12 (vs €0.058 in 1H 2023)First half 2024 results: EPS: €0.12 (up from €0.058 in 1H 2023). Revenue: €347.4m (up 20% from 1H 2023). Net income: €15.0m (up 112% from 1H 2023). Profit margin: 4.3% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Germany.
공시 • Jul 09Talgo, S.A. to Report First Half, 2024 Results on Jul 30, 2024Talgo, S.A. announced that they will report first half, 2024 results on Jul 30, 2024
Reported Earnings • Mar 01Full year 2023 earnings releasedFull year 2023 results: Revenue: €676.5m (up 44% from FY 2022). Net income: €12.2m (up €10.8m from FY 2022). Profit margin: 1.8% (up from 0.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany.
공시 • Jan 30Talgo, S.A. to Report Fiscal Year 2023 Results on Feb 28, 2024Talgo, S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Feb 28, 2024
Board Change • Nov 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Marisa Luisa Garcia was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.