View ValuationTrainline 향후 성장Future 기준 점검 1/6Trainline (는) 각각 연간 0.4% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38.4% 로 예상됩니다.핵심 정보0.4%이익 성장률7.12%EPS 성장률Hospitality 이익 성장19.2%매출 성장률2.5%향후 자기자본이익률38.37%애널리스트 커버리지Good마지막 업데이트07 May 2026최근 향후 성장 업데이트공지 • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.공지 • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).공지 • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.공지 • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.공지 • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updates공지 • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.공지 • Mar 12Trainline plc to Report Fiscal Year 2026 Results on May 06, 2026Trainline plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on May 06, 2026공지 • Feb 25Trainline plc Announces Jody Ford Plans to Step Down as Chief Executive OfficerTrainline plc announced that Jody Ford intends to step down as Chief Executive Officer after more than six years at the Company. Jody will continue to lead Trainline as CEO through the transition to new leadership. The Board has commenced a formal search process for his successor.공지 • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).공지 • Sep 11+ 1 more updateTrainline plc to Report First Half, 2026 Results on Nov 05, 2025Trainline plc announced that they will report first half, 2026 results on Nov 05, 2025공지 • May 30Trainline plc, Annual General Meeting, Jun 26, 2025Trainline plc, Annual General Meeting, Jun 26, 2025. Location: 120 holborn, ec1n 2td, london United Kingdom공지 • Apr 18Trainline Plc (LSE:TRN) acquired Online Travel Solutions, S.L.Trainline Plc (LSE:TRN) agreed to acquire Online Travel Solutions, S.L. on April 17, 2025. Trainline Plc (LSE:TRN) completed acquisition of Online Travel Solutions, S.L. on April 17, 2025.공지 • Mar 13+ 1 more updateTrainline Plc (LSE:TRN) announces an Equity Buyback for £75 million worth of its shares.Trainline Plc (LSE:TRN) announces a share repurchase program, Under the program, the company will repurchase £75 million worth of its shares. The shares repurchased under the program will either be cancelled or held in treasury. The repurchases will execute in two tranches. In respect of the first tranche, Trainline has entered into an instruction with Morgan Stanley & Co. International Plc for £37.5 million. In respect to the second tranche, Trainline has entered into an instruction with Numis Securities Limited which will be announced soon. The program will run for 12 months.공지 • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.공지 • Sep 12Trainline Plc to Report First Half, 2025 Results on Nov 07, 2024Trainline Plc announced that they will report first half, 2025 results on Nov 07, 2024공지 • Jun 02Trainline Plc, Annual General Meeting, Jun 27, 2024Trainline Plc, Annual General Meeting, Jun 27, 2024. Location: 120 holborn, ec1n 2td, london United KingdomReported Earnings • May 03Full year 2024 earnings released: EPS: UK£0.073 (vs UK£0.045 in FY 2023)Full year 2024 results: EPS: UK£0.073 (up from UK£0.045 in FY 2023). Revenue: UK£396.7m (up 21% from FY 2023). Net income: UK£34.0m (up 60% from FY 2023). Profit margin: 8.6% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공지 • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£3.44. The fair value is estimated to be UK£2.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.공지 • Mar 15Trainline Plc to Report Fiscal Year 2024 Results on May 03, 2024Trainline Plc announced that they will report fiscal year 2024 results on May 03, 2024Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.76, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.33 per share.Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to UK£3.25. The fair value is estimated to be UK£2.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 112% in the next 2 years.공지 • Jan 17Trainline plc Announces Appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration CommitteesTrainline Plc announced the appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees with?? effect from 17 January 2024. Marie is currently a Non-executive Director at Criteo SA and Patrizia SE.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£3.24, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.68 per share.Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.026 in 1H 2023). Revenue: UK£196.9m (up 19% from 1H 2023). Net income: UK£13.6m (up 12% from 1H 2023). Profit margin: 6.9% (down from 7.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공지 • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£2.84, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 7.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.78 per share.공지 • Sep 20Trainline Plc (LSE:TRN) commences an Equity Buyback Plan for 48,068,050 shares, representing 10% of its issued share capital, under the authorization approved on June 29, 2023.Trainline Plc (LSE:TRN) commences share repurchases on September 18, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 29, 2023. As per the mandate, the company is authorized to repurchase up to 48,068,050 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company. As of May 4, 2023, the company had 480,680,508 ordinary shares in issue and no ordinary shares in treasury. On September 14, 2023, the company announced a share repurchase program. Under the program, the company will repurchase £50 million worth of its shares. Any surplus capital thereafter may be returned to shareholders. The program will end no later than September 13, 2024.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£2.77, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.84 per share.공지 • Sep 01Trainline Plc to Report First Half, 2024 Results on Nov 02, 2023Trainline Plc announced that they will report first half, 2024 results on Nov 02, 2023New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% 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 Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£2.38, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 21x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.20 per share.Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Peter Wood was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공지 • May 31Trainline Plc, Annual General Meeting, Jun 29, 2023Trainline Plc, Annual General Meeting, Jun 29, 2023, at 07:30 Coordinated Universal Time. Location: 1 Tanfield Edinburgh EH3 5DA Edinburgh United KingdomReported Earnings • May 07Full year 2023 earnings released: EPS: UK£0.045 (vs UK£0.025 loss in FY 2022)Full year 2023 results: EPS: UK£0.045 (up from UK£0.025 loss in FY 2022). Revenue: UK£327.1m (up 74% from FY 2022). Net income: UK£21.2m (up UK£33.1m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022.Reported Earnings • Nov 04First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£165.0m (up 112% from 1H 2022). Net income: UK£12.2m (up UK£20.6m from 1H 2022). Profit margin: 7.4% (up from net loss in 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.Board Change • Jul 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 06Full year 2022 earnings released: UK£0.025 loss per share (vs UK£0.19 loss in FY 2021)Full year 2022 results: UK£0.025 loss per share (up from UK£0.19 loss in FY 2021). Revenue: UK£188.5m (up 181% from FY 2021). Net loss: UK£11.9m (loss narrowed 87% from FY 2021). Over the next year, revenue is forecast to grow 46%, compared to a 34% growth forecast for the restaurants industry in the United Kingdom.Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£2.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last year. Earnings per share has declined by 100% over the last year.Reported Earnings • Nov 04First half 2022 earnings released: UK£0.018 loss per share (vs UK£0.081 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£77.7m (up 151% from 1H 2021). Net loss: UK£8.42m (loss narrowed 78% from 1H 2021).Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 8 analysts covering Trainline expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£21.2m in 2023. Average annual earnings growth of 106% is required to achieve expected profit on schedule.Reported Earnings • Jun 04Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).Recent Insider Transactions • May 30Independent Non-Executive Director recently bought UK£102k worth of stockOn the 27th of May, Duncan Tatton-Brown bought around 35k shares on-market at roughly UK£2.87 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£6.3m more in shares than they bought in the last 12 months.Reported Earnings • May 07Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).Executive Departure • Mar 02CEO & Director Clare Gilmartin has left the companyOn the 28th of February, Clare Gilmartin's tenure as CEO & Director of the company ended. Clare personally held 7.71m shares (UK£36m worth) as of December 2020. This is 1.6% of the company. Clare is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 25New 90-day high: UK£5.19The company is up 15% from its price of UK£4.50 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.10 per share.Recent Insider Transactions • Feb 18CEO & Director recently sold UK£412k worth of stockOn the 15th of February, Clare Gilmartin sold around 84k shares on-market at roughly UK£4.90 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£2.9m. Clare has been a seller over the last 12 months, reducing personal holdings by UK£3.6m.Is New 90 Day High Low • Feb 06New 90-day high: UK£4.83The company is up 58% from its price of UK£3.06 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.07 per share.Recent Insider Transactions • Dec 05CFO & Director recently sold UK£2.9m worth of stockOn the 1st of December, Shaun McCabe sold around 600k shares on-market at roughly UK£4.80 per share. This was the largest sale by an insider in the last 3 months. This was Shaun's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 02New 90-day high: UK£4.80The company is up 23% from its price of UK£3.90 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.73 per share.이익 및 매출 성장 예측BATS-CHIXE:TRNL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/202948582N/AN/A42/29/202847579115166122/28/20274487710715682/28/20264538080133N/A11/30/20254507687134N/A8/31/20254487395136N/A5/31/20254456696137N/A2/28/20254425896138N/A11/30/202443556102144N/A8/31/202442954108150N/A5/31/20244134495136N/A2/29/20243973482122N/A11/30/20233782862101N/A8/31/2023359234181N/A5/31/2023343222360N/A2/28/202332721440N/A11/30/2022301156497N/A8/31/20222769125155N/A5/31/2022232-2147177N/A2/28/2022189-12170200N/A11/30/2021151-3690118N/A8/31/2021114-611037N/A5/31/202190-76-69-42N/A2/28/202167-91-147-121N/A11/30/2020115-61-119-92N/A8/31/2020163-30-91-62N/A5/31/2020212-56-29-1N/A2/29/2020261-813260N/A11/30/2019250-87N/A86N/A8/31/2019239-92N/A112N/A5/31/2019224-53N/A92N/A2/28/2019210-14N/A72N/A2/28/2018178-52N/A37N/A2/28/2017153-56N/A39N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TRNL 의 연간 예상 수익 증가율(0.4%)이 saving rate(3.4%) 미만입니다.수익 vs 시장: TRNL 의 연간 수익(0.4%)이 UK 시장(12.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TRNL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TRNL 의 수익(연간 2.5%)이 UK 시장(연간 4.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TRNL 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TRNL의 자본 수익률은 3년 후 38.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 11:16종가2026/05/07 00:00수익2026/02/28연간 수익2026/02/28데이터 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 소스Trainline plc는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew RossBarclaysOwen ShirleyBerenbergAlexander James ShortBerenberg16명의 분석가 더 보기
공지 • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.
공지 • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).
공지 • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.
공지 • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.
공지 • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).
Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
공지 • May 08Trainline plc Provides Earnings Guidance for the Fiscal Year 2027Trainline Plc provided earnings guidance for the fiscal year 2027. For the year, the company expects revenue of EUR 440 million to EUR 455 million.
공지 • Mar 12Trainline plc to Report Fiscal Year 2026 Results on May 06, 2026Trainline plc announced that they will report fiscal year 2026 results at 6:00 AM, Coordinated Universal Time on May 06, 2026
공지 • Feb 25Trainline plc Announces Jody Ford Plans to Step Down as Chief Executive OfficerTrainline plc announced that Jody Ford intends to step down as Chief Executive Officer after more than six years at the Company. Jody will continue to lead Trainline as CEO through the transition to new leadership. The Board has commenced a formal search process for his successor.
공지 • Sep 12Trainline plc Reconfirms Earnings Guidance for the Fiscal Year 2026Trainline plc reconfirmed earnings guidance for the fiscal year 2026. For fiscal year 2026, the company reconfirmed its year-on-year growth expectations for group net ticket sales (of between +6% and +9%) and group revenue (of between 0% and +3%).
공지 • Sep 11+ 1 more updateTrainline plc to Report First Half, 2026 Results on Nov 05, 2025Trainline plc announced that they will report first half, 2026 results on Nov 05, 2025
공지 • May 30Trainline plc, Annual General Meeting, Jun 26, 2025Trainline plc, Annual General Meeting, Jun 26, 2025. Location: 120 holborn, ec1n 2td, london United Kingdom
공지 • Apr 18Trainline Plc (LSE:TRN) acquired Online Travel Solutions, S.L.Trainline Plc (LSE:TRN) agreed to acquire Online Travel Solutions, S.L. on April 17, 2025. Trainline Plc (LSE:TRN) completed acquisition of Online Travel Solutions, S.L. on April 17, 2025.
공지 • Mar 13+ 1 more updateTrainline Plc (LSE:TRN) announces an Equity Buyback for £75 million worth of its shares.Trainline Plc (LSE:TRN) announces a share repurchase program, Under the program, the company will repurchase £75 million worth of its shares. The shares repurchased under the program will either be cancelled or held in treasury. The repurchases will execute in two tranches. In respect of the first tranche, Trainline has entered into an instruction with Morgan Stanley & Co. International Plc for £37.5 million. In respect to the second tranche, Trainline has entered into an instruction with Numis Securities Limited which will be announced soon. The program will run for 12 months.
공지 • Nov 07Trainline plc Provides Revenue Guidance for the Fiscal Year 2025Trainline Plc provided revenue guidance for the fiscal year 2025. For the year, the company expects Revenue YoY growth of between +11% and +13%.
공지 • Sep 12Trainline Plc to Report First Half, 2025 Results on Nov 07, 2024Trainline Plc announced that they will report first half, 2025 results on Nov 07, 2024
공지 • Jun 02Trainline Plc, Annual General Meeting, Jun 27, 2024Trainline Plc, Annual General Meeting, Jun 27, 2024. Location: 120 holborn, ec1n 2td, london United Kingdom
Reported Earnings • May 03Full year 2024 earnings released: EPS: UK£0.073 (vs UK£0.045 in FY 2023)Full year 2024 results: EPS: UK£0.073 (up from UK£0.045 in FY 2023). Revenue: UK£396.7m (up 21% from FY 2023). Net income: UK£34.0m (up 60% from FY 2023). Profit margin: 8.6% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공지 • May 03Trainline Plc Provides Financial Guidance for the Fiscal 2025Trainline Plc provides financial guidance for the fiscal 2025. For the period, the company expects net ticket sales year over year growth of between 8% and 12%. Revenue year over year growth of between 7% and 11%. The company continue to enjoy significant growth opportunities, including increasing eticket penetration in the UK and new entrant carrier competition increasing the need for a market aggregator for European rail.
Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to UK£3.44. The fair value is estimated to be UK£2.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 92% in the next 2 years.
공지 • Mar 15Trainline Plc to Report Fiscal Year 2024 Results on May 03, 2024Trainline Plc announced that they will report fiscal year 2024 results on May 03, 2024
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to UK£3.76, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.33 per share.
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to UK£3.25. The fair value is estimated to be UK£2.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 112% in the next 2 years.
공지 • Jan 17Trainline plc Announces Appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration CommitteesTrainline Plc announced the appointment of Marie Lalleman as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees with?? effect from 17 January 2024. Marie is currently a Non-executive Director at Criteo SA and Patrizia SE.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to UK£3.24, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.68 per share.
Reported Earnings • Nov 04First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.026 in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.026 in 1H 2023). Revenue: UK£196.9m (up 19% from 1H 2023). Net income: UK£13.6m (up 12% from 1H 2023). Profit margin: 6.9% (down from 7.4% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공지 • Nov 03Trainline plc Provides Revenue Guidance for the Year 2024Trainline Plc announced tightening Group guidance towards upper end of range for 2024: Revenue YoY growth of between +15% and +20% (previously 13% to 22%).
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to UK£2.84, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 7.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.78 per share.
공지 • Sep 20Trainline Plc (LSE:TRN) commences an Equity Buyback Plan for 48,068,050 shares, representing 10% of its issued share capital, under the authorization approved on June 29, 2023.Trainline Plc (LSE:TRN) commences share repurchases on September 18, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 29, 2023. As per the mandate, the company is authorized to repurchase up to 48,068,050 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company. As of May 4, 2023, the company had 480,680,508 ordinary shares in issue and no ordinary shares in treasury. On September 14, 2023, the company announced a share repurchase program. Under the program, the company will repurchase £50 million worth of its shares. Any surplus capital thereafter may be returned to shareholders. The program will end no later than September 13, 2024.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£2.77, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.84 per share.
공지 • Sep 01Trainline Plc to Report First Half, 2024 Results on Nov 02, 2023Trainline Plc announced that they will report first half, 2024 results on Nov 02, 2023
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% 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 Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£2.38, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 21x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.20 per share.
Board Change • Jun 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Peter Wood was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공지 • May 31Trainline Plc, Annual General Meeting, Jun 29, 2023Trainline Plc, Annual General Meeting, Jun 29, 2023, at 07:30 Coordinated Universal Time. Location: 1 Tanfield Edinburgh EH3 5DA Edinburgh United Kingdom
Reported Earnings • May 07Full year 2023 earnings released: EPS: UK£0.045 (vs UK£0.025 loss in FY 2022)Full year 2023 results: EPS: UK£0.045 (up from UK£0.025 loss in FY 2022). Revenue: UK£327.1m (up 74% from FY 2022). Net income: UK£21.2m (up UK£33.1m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022.
Reported Earnings • Nov 04First half 2023 earnings releasedFirst half 2023 results: Revenue: UK£165.0m (up 112% from 1H 2022). Net income: UK£12.2m (up UK£20.6m from 1H 2022). Profit margin: 7.4% (up from net loss in 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • Jul 26Forecast breakeven date pushed back to 2024The 9 analysts covering Trainline previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£30.4m in 2024. Average annual earnings growth of 52% is required to achieve expected profit on schedule.
Board Change • Jul 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Parekh Goss-Custard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 06Full year 2022 earnings released: UK£0.025 loss per share (vs UK£0.19 loss in FY 2021)Full year 2022 results: UK£0.025 loss per share (up from UK£0.19 loss in FY 2021). Revenue: UK£188.5m (up 181% from FY 2021). Net loss: UK£11.9m (loss narrowed 87% from FY 2021). Over the next year, revenue is forecast to grow 46%, compared to a 34% growth forecast for the restaurants industry in the United Kingdom.
Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£2.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last year. Earnings per share has declined by 100% over the last year.
Reported Earnings • Nov 04First half 2022 earnings released: UK£0.018 loss per share (vs UK£0.081 loss in 1H 2021)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2022 results: Revenue: UK£77.7m (up 151% from 1H 2021). Net loss: UK£8.42m (loss narrowed 78% from 1H 2021).
Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 8 analysts covering Trainline expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£21.2m in 2023. Average annual earnings growth of 106% is required to achieve expected profit on schedule.
Reported Earnings • Jun 04Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).
Recent Insider Transactions • May 30Independent Non-Executive Director recently bought UK£102k worth of stockOn the 27th of May, Duncan Tatton-Brown bought around 35k shares on-market at roughly UK£2.87 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£6.3m more in shares than they bought in the last 12 months.
Reported Earnings • May 07Full year 2021 earnings released: UK£0.19 loss per share (vs UK£0.18 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: UK£67.1m (down 74% from FY 2020). Net loss: UK£91.3m (loss widened 13% from FY 2020).
Executive Departure • Mar 02CEO & Director Clare Gilmartin has left the companyOn the 28th of February, Clare Gilmartin's tenure as CEO & Director of the company ended. Clare personally held 7.71m shares (UK£36m worth) as of December 2020. This is 1.6% of the company. Clare is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 25New 90-day high: UK£5.19The company is up 15% from its price of UK£4.50 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.10 per share.
Recent Insider Transactions • Feb 18CEO & Director recently sold UK£412k worth of stockOn the 15th of February, Clare Gilmartin sold around 84k shares on-market at roughly UK£4.90 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£2.9m. Clare has been a seller over the last 12 months, reducing personal holdings by UK£3.6m.
Is New 90 Day High Low • Feb 06New 90-day high: UK£4.83The company is up 58% from its price of UK£3.06 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.07 per share.
Recent Insider Transactions • Dec 05CFO & Director recently sold UK£2.9m worth of stockOn the 1st of December, Shaun McCabe sold around 600k shares on-market at roughly UK£4.80 per share. This was the largest sale by an insider in the last 3 months. This was Shaun's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 02New 90-day high: UK£4.80The company is up 23% from its price of UK£3.90 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.73 per share.