View Financial HealthAmadeus IT Group 배당 및 자사주 매입배당 기준 점검 4/6Amadeus IT Group 수익으로 충분히 충당되는 현재 수익률 2.81% 보유한 배당금 지급 회사입니다. 다음 지급일은 3rd July, 2026 이며 배당락일은 다음과 같습니다. 1st July, 2026.핵심 정보2.8%배당 수익률7.1%자사주 매입 수익률총 주주 수익률9.9%미래 배당 수익률3.7%배당 성장률4.9%다음 배당 지급일03 Jul 26배당락일01 Jul 26주당 배당금n/a배당 성향51%최근 배당 및 자사주 매입 업데이트Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).모든 업데이트 보기Recent updates내러티브 업데이트 • May 29AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.내러티브 업데이트 • May 12Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech DominanceAmadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.분석 기사 • May 12Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearAmadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.속보 • May 08Amadeus Reports Q1 2026 Growth With Ongoing Buyback and IDEMIA Acquisition PlansAmadeus reported Q1 2026 revenue growth of 3.1%, or 7.9% at constant currency, with adjusted EBIT up 6.6% at constant currency. The company continues to execute on its €500m share repurchase program. Amadeus is investing in the planned acquisition of IDEMIA Public Security, a biometrics and identity services provider. For you as an investor, the Q1 2026 update points to steady top-line and profitability progress, particularly once currency effects are stripped out. The 7.9% constant currency revenue growth and 6.6% constant currency adjusted EBIT growth indicate that underlying business activity in Amadeus’s core travel technology operations is holding up, even though reported growth is lower after FX impact. The ongoing €500m share buyback signals that management is allocating capital to reduce share count while also pursuing inorganic growth through the planned IDEMIA Public Security acquisition. That deal would extend Amadeus’s reach into biometrics and identity services, which ties into areas like airport security, passenger identity verification and travel document management. For your watchlist, the key things to track will likely be the pace of the buyback, any updates on regulatory approvals and closing of the IDEMIA transaction, and how integration spending may affect margins over the coming quarters.공시 • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spain내러티브 업데이트 • Apr 25AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.새로운 내러티브 • Apr 11Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology ProviderCatalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 09AMS: Solid Q4 And FY26 Guidance Will Support Re Rating PotentialThe updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.내러티브 업데이트 • Mar 25AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future UpsideAnalysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.내러티브 업데이트 • Mar 10AMS: Rebased P/E And Solid Q4 Execution Will Support Future UpsideNarrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.새로운 내러티브 • Mar 03Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology EconomicsCatalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).공시 • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.내러티브 업데이트 • Feb 24AMS: Rebased P/E And Margins Will Support Future Upside PotentialAnalysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.새로운 내러티브 • Feb 20The "AI Fear" Arbitrage OpportunityAmadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €46.79. The fair value is estimated to be €59.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.내러티브 업데이트 • Feb 09AMS: Outperform Upgrade And Earnings Power Will Support Future Upside PotentialAnalysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.내러티브 업데이트 • Jan 26AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform UpgradeAnalysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.공시 • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027내러티브 업데이트 • Jan 12AMS: Profitability Execution Will Drive Future Upside After Outperform UpgradeAnalysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.Buy Or Sell Opportunity • Jan 08Now 23% overvaluedOver the last 90 days, the stock has fallen 3.3% to €65.28. The fair value is estimated to be €53.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).분석 기사 • Jan 04Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...분석 기사 • Dec 21With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 24Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026내러티브 업데이트 • Oct 03Cloud Migration And Asia Pacific Trends Will Unlock Travel OpportunitiesAnalysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.분석 기사 • Sep 01Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E RatioWith a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...분석 기사 • Aug 18Returns At Amadeus IT Group (BME:AMS) Are On The Way UpBME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...분석 기사 • Aug 03Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 12Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).분석 기사 • Jun 17Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공시 • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spain공시 • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.공시 • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).Declared Dividend • Dec 20Dividend of €0.41 announcedShareholders will receive a dividend of €0.41. Ex-date: 15th January 2025 Payment date: 17th January 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.새로운 내러티브 • Nov 07Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue. 공시 • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024공시 • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €63.12. The fair value is estimated to be €51.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €63.34. The fair value is estimated to be €52.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공시 • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024Buy Or Sell Opportunity • May 09Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to €62.08. The fair value is estimated to be €51.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.공시 • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.공시 • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024공시 • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.공시 • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of Spanish dividend payers (5.8%). Lower than average of industry peers (2.7%).공시 • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.예정된 배당 지급오늘May 31 2026배당락일Jul 01 2026배당 지급일Jul 03 20262 days (배당락일 기준)다음 배당금을 받으려면 앞으로 31 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: AMS 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: AMS 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Amadeus IT Group 배당 수익률 vs 시장AMS의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (AMS)2.8%시장 하위 25% (ES)1.8%시장 상위 25% (ES)5.4%업계 평균 (Hospitality)2.9%분석가 예측 (AMS) (최대 3년)3.7%주목할만한 배당금: AMS 의 배당금( 2.81% )은 Spanish 시장에서 배당금 지급자의 하위 25%( 1.78% )보다 높습니다.고배당: AMS 의 배당금( 2.81% )은 Spanish 시장에서 배당금 지급자의 상위 25%( 5.43% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 50.7% )을 통해 AMS 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 45.8% )로 AMS 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YES 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 08:34종가2026/05/29 00:00수익2026/03/31연간 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 소스Amadeus IT Group, S.A.는 34명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rafael Bonardell TrianesBanco de Sabadell. S.A.Carlos Javier Treviño PeinadorBanco SantanderSven MerktBarclays31명의 분석가 더 보기
Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).
Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).
Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).
내러티브 업데이트 • May 29AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
내러티브 업데이트 • May 12Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech DominanceAmadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.
분석 기사 • May 12Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearAmadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: €0.83 (up from €0.80 in 1Q 2025). Revenue: €1.68b (up 3.1% from 1Q 2025). Net income: €357.0m (flat on 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
속보 • May 08Amadeus Reports Q1 2026 Growth With Ongoing Buyback and IDEMIA Acquisition PlansAmadeus reported Q1 2026 revenue growth of 3.1%, or 7.9% at constant currency, with adjusted EBIT up 6.6% at constant currency. The company continues to execute on its €500m share repurchase program. Amadeus is investing in the planned acquisition of IDEMIA Public Security, a biometrics and identity services provider. For you as an investor, the Q1 2026 update points to steady top-line and profitability progress, particularly once currency effects are stripped out. The 7.9% constant currency revenue growth and 6.6% constant currency adjusted EBIT growth indicate that underlying business activity in Amadeus’s core travel technology operations is holding up, even though reported growth is lower after FX impact. The ongoing €500m share buyback signals that management is allocating capital to reduce share count while also pursuing inorganic growth through the planned IDEMIA Public Security acquisition. That deal would extend Amadeus’s reach into biometrics and identity services, which ties into areas like airport security, passenger identity verification and travel document management. For your watchlist, the key things to track will likely be the pace of the buyback, any updates on regulatory approvals and closing of the IDEMIA transaction, and how integration spending may affect margins over the coming quarters.
공시 • Apr 30Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion.Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million. The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027. BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction.
Declared Dividend • Apr 27Final dividend of €0.82 announcedShareholders will receive a dividend of €0.82. Ex-date: 1st July 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 26Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spain
내러티브 업데이트 • Apr 25AMS: Solid Q4 Execution And New Partnership Will Support Re Rating PotentialAnalysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
새로운 내러티브 • Apr 11Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology ProviderCatalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 09AMS: Solid Q4 And FY26 Guidance Will Support Re Rating PotentialThe updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.
내러티브 업데이트 • Mar 25AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future UpsideAnalysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.
내러티브 업데이트 • Mar 10AMS: Rebased P/E And Solid Q4 Execution Will Support Future UpsideNarrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
새로운 내러티브 • Mar 03Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology EconomicsCatalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: €3.04 (up from €2.87 in FY 2024). Revenue: €6.52b (up 6.1% from FY 2024). Net income: €1.34b (up 6.6% from FY 2024). Profit margin: 21% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).
공시 • Feb 26Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc.Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026.
내러티브 업데이트 • Feb 24AMS: Rebased P/E And Margins Will Support Future Upside PotentialAnalysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
새로운 내러티브 • Feb 20The "AI Fear" Arbitrage OpportunityAmadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.
Buy Or Sell Opportunity • Feb 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €46.79. The fair value is estimated to be €59.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
내러티브 업데이트 • Feb 09AMS: Outperform Upgrade And Earnings Power Will Support Future Upside PotentialAnalysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.
내러티브 업데이트 • Jan 26AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform UpgradeAnalysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.
공시 • Jan 21Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027
내러티브 업데이트 • Jan 12AMS: Profitability Execution Will Drive Future Upside After Outperform UpgradeAnalysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.
Buy Or Sell Opportunity • Jan 08Now 23% overvaluedOver the last 90 days, the stock has fallen 3.3% to €65.28. The fair value is estimated to be €53.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 9.2% per annum over the same time period.
Upcoming Dividend • Jan 07Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 16 January 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Spanish dividend payers (5.3%). Lower than average of industry peers (3.1%).
분석 기사 • Jan 04Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
분석 기사 • Dec 21With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Dec 19Dividend of €0.43 announcedShareholders will receive a dividend of €0.43. Ex-date: 14th January 2026 Payment date: 16th January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 24Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Nov 10Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: €0.82 (up from €0.79 in 3Q 2024). Revenue: €1.64b (up 5.6% from 3Q 2024). Net income: €360.8m (up 5.5% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Oct 07+ 2 more updatesAmadeus IT Group, S.A. to Report Q2, 2026 Results on Jul 31, 2026Amadeus IT Group, S.A. announced that they will report Q2, 2026 results on Jul 31, 2026
내러티브 업데이트 • Oct 03Cloud Migration And Asia Pacific Trends Will Unlock Travel OpportunitiesAnalysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.
분석 기사 • Sep 01Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E RatioWith a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...
분석 기사 • Aug 18Returns At Amadeus IT Group (BME:AMS) Are On The Way UpBME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...
분석 기사 • Aug 03Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.84 (up from €0.77 in 2Q 2024). Revenue: €1.63b (up 4.6% from 2Q 2024). Net income: €372.1m (up 11% from 2Q 2024). Profit margin: 23% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in Spain. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 12Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
Upcoming Dividend • Jun 25Upcoming dividend of €0.72 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Spanish dividend payers (4.9%). Lower than average of industry peers (2.9%).
분석 기사 • Jun 17Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공시 • May 21Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L.Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.
Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: €0.80 (up from €0.70 in 1Q 2024). Revenue: €1.63b (up 9.1% from 1Q 2024). Net income: €355.3m (up 13% from 1Q 2024). Profit margin: 22% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 27Final dividend of €0.72 announcedShareholders will receive a dividend of €0.72. Ex-date: 2nd July 2025 Payment date: 4th July 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 25Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spain
공시 • Apr 04Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026
Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.87 (up from €2.50 in FY 2023). Revenue: €6.14b (up 13% from FY 2023). Net income: €1.25b (up 12% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Feb 08Amadeus IT Group, S.A. Appoints Carol Borg as Group Chief Financial Officer, Effective 5 May, 2025Ricardo Plc (Ricardo) announced that Carol Borg (Non-Executive Director and Audit Chair) has accepted a full-time role as the Group Chief Financial Officer of AMADEUS IT GROUP, S.A. Carol will commence her appointment on 5th May, 2025.
공시 • Jan 23+ 3 more updatesAmadeus IT Group, S.A. to Report First Half, 2025 Results on Jul 31, 2025Amadeus IT Group, S.A. announced that they will report first half, 2025 results on Jul 31, 2025
Upcoming Dividend • Jan 08Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 15 January 2025. Payment date: 17 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Spanish dividend payers (5.5%). Lower than average of industry peers (2.8%).
Declared Dividend • Dec 20Dividend of €0.41 announcedShareholders will receive a dividend of €0.41. Ex-date: 15th January 2025 Payment date: 17th January 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.78 (up from €0.67 in 3Q 2023). Revenue: €1.55b (up 11% from 3Q 2023). Net income: €342.0m (up 14% from 3Q 2023). Profit margin: 22% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
새로운 내러티브 • Nov 07Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.
공시 • Oct 08Amadeus IT Group, S.A. to Report Q3, 2024 Results on Nov 07, 2024Amadeus IT Group, S.A. announced that they will report Q3, 2024 results at 8:00 AM, Central European Standard Time on Nov 07, 2024
공시 • Sep 18Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I.Content Trip Solutions S.L. acquired AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024. Content Trip Solutions S.L. completed the acquisition of AVUXI from Big Sur Ventures, Amadeus Ventures managed by Ascension Ventures Limited, Amadeus IT Group, S.A. (BME:AMS) and BSV I on September 16, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.79 (up from €0.62 in 2Q 2023). Revenue: €1.56b (up 13% from 2Q 2023). Net income: €334.1m (up 19% from 2Q 2023). Profit margin: 22% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €63.12. The fair value is estimated to be €51.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Jul 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €63.34. The fair value is estimated to be €52.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공시 • Jun 26Amadeus IT Group, S.A. to Report First Half, 2024 Results on Jul 31, 2024Amadeus IT Group, S.A. announced that they will report first half, 2024 results on Jul 31, 2024
Buy Or Sell Opportunity • May 09Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to €62.08. The fair value is estimated to be €51.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.72 (vs €0.58 in 1Q 2023)First quarter 2024 results: EPS: €0.72 (up from €0.58 in 1Q 2023). Revenue: €1.50b (up 14% from 1Q 2023). Net income: €313.9m (up 20% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 01Final dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 28Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024Amadeus IT Group, S.A., Annual General Meeting, Jun 05, 2024, at 11:00 Central European Standard Time. Location: registered address located at calle Salvador de Madariaga 1, 28027 Madrid Madird Spain Agenda: To consider Examination and approval, if applicable, of the Annual Accounts balance sheet, profit and loss account, statement of changes in equity during the period, cash flow statement and annual report and Directors' Report of the Company, consolidated Annual Accounts and consolidated Directors' Report of its Group of companies, all of them related to the financial year ended 31 December 2023; to approval, if applicable, of the non-financial information statement related to the financial year ended 31 December 2023; to consider directors' Remuneration Report 2023; to consider Re-election of Directors; and to consider other matters.
공시 • Apr 10Amadeus IT Group, S.A. (BME:AMS) complected the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.Houlihan Lokey served as the exclusive financial advisor to Keensight Capital and the Vision-Box teams, successfully assisting in initiating, structuring, and negotiating the transaction. Nuno Azevedo Neves, Stéphanie Sá Silva, João Costa Quinta, Daniel Reis, Margarida Leitão Nogueira, Catarina Santos Ferreira, Miguel Mendes Pereira, Vanessa Antunes, Ana Carvalho and associate Ana Carolina Fernandes of DLA Piper advised as legal advisor to the co-founders of Vision Box and Keensight Capital. Francisco Alvim of Howden Portugal acted as financial advisor and Linklaters LLP acted as legal advisor to Amadeus IT Group, S.A. Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others on April 8, 2024. The deal has now received all necessary regulatory approvals in all relevant markets. Vision-Box’s Founder and CEO, Miguel Leitmann, will now join Amadeus, together with its 470 employees. Miguel Leitmann will report to Decius Valmorbida, President, Travel, Amadeus, and Vision-Box solutions will become part of Amadeus’ portfolio offering for airports & airlines.
공시 • Apr 06Amadeus IT Group, S.A. to Report Q1, 2024 Results on May 08, 2024Amadeus IT Group, S.A. announced that they will report Q1, 2024 results on May 08, 2024
공시 • Mar 12Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million.Amadeus IT Group, S.A. (BME:AMS) acquired Voxel Group for approx. €113 million on March 11, 2024. In 2023 Voxel Group has an annual revenue of revenues of €18 million in 2023. As part of this acquisition, approximately 200 Voxel employees will join Amadeus.Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Voxel Group on March 11, 2024.
Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €2.50 (up from €1.48 in FY 2022). Revenue: €5.44b (up 21% from FY 2022). Net income: €1.12b (up 68% from FY 2022). Profit margin: 21% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Feb 01Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million.Amadeus IT Group, S.A. (BME:AMS) agreed to acquire Vision Box - Soluções De Visão Por Computador, S.A. from Keensight Capital and others for an Enterprise Value of approximately €320 million on January 31, 2024. The acquisition of Vision-Box will bring new capabilities around biometrics hardware and software, adding border control solutions to the Amadeus portfolio. Through this combined offering with Vision-Box, Amadeus will now be able to deliver a full end-to-end seamless passenger experience from booking to arrival at the airport, through border control and boarding. Vision-Box, which is a fast-growing global business with expected revenues of €70 million, and an estimated normalized EBITDA of close to €20 million in 2023. As part of this acquisition, approximately 470 Vision-Box employees will transfer to Amadeus. The deal is subject to customary regulatory approvals and is expected to close in H1 2024.
공시 • Jan 30Amadeus IT Group, S.A. to Report Q4, 2023 Results on Feb 28, 2024Amadeus IT Group, S.A. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 28, 2024
Upcoming Dividend • Jan 09Upcoming dividend of €0.36 per share at 1.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 18 January 2024. Trailing yield: 1.4%. Lower than top quartile of Spanish dividend payers (5.8%). Lower than average of industry peers (2.7%).
공시 • Nov 30Amadeus Appoints Maher Koubaa as Executive Vice President Travel Unit and Managing Director, EMEAAmadeus has appointed Maher Koubaa Executive Vice President Travel unit and Managing Director, EMEA. In this newly formed and expanded role, Koubaa will make use of his more than 20 years of travel industry experience to lead the implementation of Amadeus' strategic vision in the Europe, Middle East and Africa region. Having successfully grown Amadeus' business in EMEA during his five-year tenure as head of airlines in the region, Maher's new role will see him taking a similarly customer-centric approach with travel sellers in addition to airline customers. Maher holds a Master of Science in Industrial Engineering from Centrale Supélec, Université Paris-Saclay and is currently based in Dubai.
