View ValuationTracsis 향후 성장Future 기준 점검 3/6Tracsis은 연간 수입과 매출이 각각 74.5%와 3.6% 증가할 것으로 예상되고 EPS는 연간 74.4%만큼 증가할 것으로 예상됩니다.핵심 정보74.5%이익 성장률74.38%EPS 성장률Software 이익 성장16.0%매출 성장률3.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트29 Apr 2026최근 향후 성장 업데이트공시 • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.공시 • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.모든 업데이트 보기Recent updates공시 • Apr 04Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million.Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million on April 2, 2026. Gross initial consideration of €5.8 million includes net cash of €0.8 million, funded from Tracsis' existing cash resources. Additional contingent consideration of up to €2.4 million is payable subject to certain performance criteria for the period to 31 December 2027. A maximum of €0.5 million of this additional consideration will be settled in newly issued Tracsis shares, with the balance payable in cash. Any Share Consideration will be issued at a price of 307p per share being the 30-day volume weighted average share price for the period to 30 March 2026. Miles Cox, Edward Lowe, Caoimhe Williams, Mark Whitmore, Richard Andrews, Ryan Mahnke, James Thompson of Joh. Berenberg, Gossler & Co. KG, London Branch acted as financial advisors to Tracsis plc. Tracsis plc (AIM:TRCS) completed the acquisition of Vesputi GmbH on April 2, 2026.공시 • Mar 27Tracsis plc to Report First Half, 2026 Results on Apr 28, 2026Tracsis plc announced that they will report first half, 2026 results on Apr 28, 2026공시 • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.공시 • Nov 22Tracsis plc Proposes Final Dividend for the Year Ended July 31, 2025, Payable on 12 February 2026The Board of Tracsis plc remains committed to a progressive dividend policy. The Board has recommended a final dividend of 1.4 pence per share for the year ended July 31, 2025. The final dividend, subject to shareholder approval at the forthcoming Annual General Meeting, will be paid on 12 February 2026 to shareholders on the register at the close of business on 30 January 2026. This will bring the total dividend for the year to 2.6 pence per share.공시 • Nov 20Tracsis plc, Annual General Meeting, Jan 14, 2026Tracsis plc, Annual General Meeting, Jan 14, 2026. Location: nexus, discovery way, ls2 3aa, leeds United Kingdom공시 • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.공시 • Aug 27Tracsis plc to Report Fiscal Year 2025 Results on Nov 20, 2025Tracsis plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Nov 20, 2025공시 • Jul 09+ 1 more updateTracsis plc Announces CEO ChangesTracsis announced that Chris Barnes will step down as Chief Executive Officer and from the Board on 31 July 2025, following six years in the role. The Board is pleased to confirm that David Frost will be appointed as CEO. David will join the Group on 9 July 2025 before assuming the role of CEO and joining the Board on 1 August 2025. Chris will remain with the business for a period of time thereafter to ensure an orderly handover. David is an accomplished CEO in the industrial technology sector with a proven track record of driving organic growth, executing high-quality M&A and delivering advanced analytical software solutions across critical infrastructure end markets, together with extensive US experience. He most recently served as Chief Executive Officer of Ovarro Ltd. (Ovarro), an IoT technology leader in the monitoring and control of remote critical assets in national and critical infrastructure markets, where he delivered revenue and profit growth of 2.5x and 3x respectively. Prior to Ovarro, David previously served in a senior capacity at Eaton Corporation, General Electric and Honeywell. David Frost (aged 58) holds or has held the following directorships or partnerships in the past five years: Previous directorships or partnerships: Ovarro Ltd; Ovarro DA Ltd; Ovarro DA Holdings Ltd; Ovarro Holdings Ltd; Ovarro TS Ltd; Ovarro LD Ltd; Ovarro Group Ltd; Controlpoint Ltd; Frost Home Rental Ltd; Ovarro SA; Ovarro PTY Ltd; Ovarro INC; Ovarro SDN.BHD; Ovarro SAS; Ovarro BV.공시 • Feb 26Tracsis plc to Report First Half, 2025 Results on Apr 24, 2025Tracsis plc announced that they will report first half, 2025 results on Apr 24, 2025공시 • Nov 21Tracsis plc, Annual General Meeting, Jan 22, 2025Tracsis plc, Annual General Meeting, Jan 22, 2025. Location: nexus, discovery way, ls2 3aa, leeds United KingdomValuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.20, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.44 per share.공시 • Aug 29Tracsis plc to Report Fiscal Year 2024 Results on Nov 20, 2024Tracsis plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Nov 20, 2024Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.91 per share.Buy Or Sell Opportunity • Jun 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.10. The fair value is estimated to be €12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.Reported Earnings • Apr 26First half 2024 earnings released: UK£0.016 loss per share (vs UK£0.055 profit in 1H 2023)First half 2024 results: UK£0.016 loss per share (down from UK£0.055 profit in 1H 2023). Revenue: UK£36.6m (down 6.7% from 1H 2023). Net loss: UK£488.0k (down 130% from profit in 1H 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.Buy Or Sell Opportunity • Apr 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.35. The fair value is estimated to be €11.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Buy Or Sell Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.90. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.이익 및 매출 성장 예측DB:4T2 - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수7/31/202889591327/31/202787491347/31/20268406941/31/2026851911N/A10/31/2025831911N/A7/31/2025821911N/A4/30/2025811810N/A1/31/202581189N/A10/31/202481179N/A7/31/202481079N/A4/30/2024803710N/A1/31/2024795811N/A10/31/2023816810N/A7/31/2023827810N/A4/30/202380578N/A1/31/202379267N/A10/31/202274268N/A7/31/202269278N/A4/30/202263288N/A1/31/202257289N/A10/31/202154289N/A7/31/202150299N/A4/30/20214721010N/A1/31/20214421111N/A10/31/20204621111N/A7/31/20204831011N/A4/30/20205241112N/A1/31/20205751213N/A10/31/2019535N/A13N/A7/31/2019495N/A12N/A4/30/2019456N/A11N/A1/31/2019417N/A9N/A10/31/2018407N/A10N/A7/31/2018407N/A11N/A4/30/2018386N/A9N/A1/31/2018374N/A8N/A10/31/2017364N/A7N/A7/31/2017344N/A6N/A4/30/2017344N/A6N/A1/31/2017344N/A6N/A10/31/2016334N/A6N/A7/31/2016314N/A6N/A4/30/2016283N/A6N/A1/31/2016253N/A6N/A10/31/2015243N/A6N/A7/31/2015234N/A5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4T2 의 연간 예상 수익 증가율(74.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 4T2 의 연간 수익(74.5%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4T2 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 4T2 의 수익(연간 3.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 4T2 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4T2의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:34종가2026/05/22 00:00수익2026/01/31연간 수익2025/07/31데이터 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 소스Tracsis plc는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert ChantryBerenbergCiaran DonnellyBerenbergAlexander James ShortBerenberg2명의 분석가 더 보기
공시 • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.
공시 • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.
공시 • Apr 04Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million.Tracsis plc (AIM:TRCS) acquired Vesputi GmbH for €8.2 million on April 2, 2026. Gross initial consideration of €5.8 million includes net cash of €0.8 million, funded from Tracsis' existing cash resources. Additional contingent consideration of up to €2.4 million is payable subject to certain performance criteria for the period to 31 December 2027. A maximum of €0.5 million of this additional consideration will be settled in newly issued Tracsis shares, with the balance payable in cash. Any Share Consideration will be issued at a price of 307p per share being the 30-day volume weighted average share price for the period to 30 March 2026. Miles Cox, Edward Lowe, Caoimhe Williams, Mark Whitmore, Richard Andrews, Ryan Mahnke, James Thompson of Joh. Berenberg, Gossler & Co. KG, London Branch acted as financial advisors to Tracsis plc. Tracsis plc (AIM:TRCS) completed the acquisition of Vesputi GmbH on April 2, 2026.
공시 • Mar 27Tracsis plc to Report First Half, 2026 Results on Apr 28, 2026Tracsis plc announced that they will report first half, 2026 results on Apr 28, 2026
공시 • Feb 25Tracsis plc Provides Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026Tracsis plc provided Earnings Guidance for the First Half and reiterates the earnings guidance for the Full Fiscal Year 2026 . For the half, the company expected revenue to be c.£39 Million (H1 Fiscal year 2025: £36.3 Million) . For the full year, company re-iterates its expectations to deliver revenue in line with market expectations for the full year.
공시 • Nov 22Tracsis plc Proposes Final Dividend for the Year Ended July 31, 2025, Payable on 12 February 2026The Board of Tracsis plc remains committed to a progressive dividend policy. The Board has recommended a final dividend of 1.4 pence per share for the year ended July 31, 2025. The final dividend, subject to shareholder approval at the forthcoming Annual General Meeting, will be paid on 12 February 2026 to shareholders on the register at the close of business on 30 January 2026. This will bring the total dividend for the year to 2.6 pence per share.
공시 • Nov 20Tracsis plc, Annual General Meeting, Jan 14, 2026Tracsis plc, Annual General Meeting, Jan 14, 2026. Location: nexus, discovery way, ls2 3aa, leeds United Kingdom
공시 • Aug 28Tracsis plc Provides Revised Guidance for the Year Ended 31 July 2025Tracsis plc provided revised guidance for the year ended 31 July 2025. For the period, Group revenue is expected to be c.£82.0 million (2024: £81.0 million) in line with the guidance provided in the Interim Results on 24 April 2025.
공시 • Aug 27Tracsis plc to Report Fiscal Year 2025 Results on Nov 20, 2025Tracsis plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Nov 20, 2025
공시 • Jul 09+ 1 more updateTracsis plc Announces CEO ChangesTracsis announced that Chris Barnes will step down as Chief Executive Officer and from the Board on 31 July 2025, following six years in the role. The Board is pleased to confirm that David Frost will be appointed as CEO. David will join the Group on 9 July 2025 before assuming the role of CEO and joining the Board on 1 August 2025. Chris will remain with the business for a period of time thereafter to ensure an orderly handover. David is an accomplished CEO in the industrial technology sector with a proven track record of driving organic growth, executing high-quality M&A and delivering advanced analytical software solutions across critical infrastructure end markets, together with extensive US experience. He most recently served as Chief Executive Officer of Ovarro Ltd. (Ovarro), an IoT technology leader in the monitoring and control of remote critical assets in national and critical infrastructure markets, where he delivered revenue and profit growth of 2.5x and 3x respectively. Prior to Ovarro, David previously served in a senior capacity at Eaton Corporation, General Electric and Honeywell. David Frost (aged 58) holds or has held the following directorships or partnerships in the past five years: Previous directorships or partnerships: Ovarro Ltd; Ovarro DA Ltd; Ovarro DA Holdings Ltd; Ovarro Holdings Ltd; Ovarro TS Ltd; Ovarro LD Ltd; Ovarro Group Ltd; Controlpoint Ltd; Frost Home Rental Ltd; Ovarro SA; Ovarro PTY Ltd; Ovarro INC; Ovarro SDN.BHD; Ovarro SAS; Ovarro BV.
공시 • Feb 26Tracsis plc to Report First Half, 2025 Results on Apr 24, 2025Tracsis plc announced that they will report first half, 2025 results on Apr 24, 2025
공시 • Nov 21Tracsis plc, Annual General Meeting, Jan 22, 2025Tracsis plc, Annual General Meeting, Jan 22, 2025. Location: nexus, discovery way, ls2 3aa, leeds United Kingdom
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €7.20, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 19x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.44 per share.
공시 • Aug 29Tracsis plc to Report Fiscal Year 2024 Results on Nov 20, 2024Tracsis plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Nov 20, 2024
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €11.91 per share.
Buy Or Sell Opportunity • Jun 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €10.10. The fair value is estimated to be €12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.
Reported Earnings • Apr 26First half 2024 earnings released: UK£0.016 loss per share (vs UK£0.055 profit in 1H 2023)First half 2024 results: UK£0.016 loss per share (down from UK£0.055 profit in 1H 2023). Revenue: UK£36.6m (down 6.7% from 1H 2023). Net loss: UK£488.0k (down 130% from profit in 1H 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.
Buy Or Sell Opportunity • Apr 26Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.35. The fair value is estimated to be €11.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Buy Or Sell Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €9.90. The fair value is estimated to be €12.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.