View ValuationENAV 향후 성장Future 기준 점검 3/6ENAV (는) 각각 연간 13.9% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.6% 로 예상됩니다.핵심 정보13.9%이익 성장률14.53%EPS 성장률Infrastructure 이익 성장5.6%매출 성장률4.9%향후 자기자본이익률11.64%애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • Jun 15Upcoming dividend of €0.29 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 24 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.9%).Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: €0.042 loss per share. Revenue: €196.0m (up 13% from 1Q 2025). Net loss: €22.7m (loss narrowed 23% from 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe.공시 • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.공시 • Apr 07ENAV S.p.A., Annual General Meeting, May 14, 2026ENAV S.p.A., Annual General Meeting, May 14, 2026, at 11:00 W. Europe Standard Time. Location: via salaria 716 00138, roma ItalyDeclared Dividend • Mar 30Dividend increased to €0.29Dividend of €0.29 is 7.4% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 5.7%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (151% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 68% to bring the payout ratio under control. EPS is expected to grow by 67% over the next 3 years, which should be enough to bring the dividend into a sustainable range.Reported Earnings • Mar 27Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.02b (up 1.3% from FY 2024). Net income: €93.1m (down 26% from FY 2024). Profit margin: 9.1% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe.공시 • Mar 25ENAV S.p.A. announces Annual dividend, payable on June 24, 2026ENAV S.p.A. announced Annual dividend of EUR 0.2900 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.공시 • Jan 22+ 3 more updatesENAV S.p.A. to Report Fiscal Year 2025 Results on Mar 23, 2026ENAV S.p.A. announced that they will report fiscal year 2025 results on Mar 23, 2026Reported Earnings • Nov 14Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €319.3m (up 6.3% from 3Q 2024). Net income: €59.4m (down 11% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Infrastructure industry in Europe.Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €281.9m (up 9.1% from 2Q 2024). Net income: €36.5m (down 1.0% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Jun 16Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 25 June 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 6.6%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.7%).Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: €0.054 loss per share. Revenue: €181.2m (down 2.3% from 1Q 2024). Net loss: €29.2m (loss widened 113% from 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Infrastructure industry in Europe. 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 2% per year, which means it is significantly lagging earnings.공시 • Apr 03ENAV S.p.A. announces Annual dividend, payable on June 25, 2025ENAV S.p.A. announced Annual dividend of EUR 0.2700 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.New Risk • Apr 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 118% Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future.Reported Earnings • Apr 01Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (up 7.5% from FY 2023). Net income: €125.8m (up 11% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe.공시 • Jan 15+ 3 more updatesENAV S.p.A. to Report Fiscal Year 2024 Results on Mar 31, 2025ENAV S.p.A. announced that they will report fiscal year 2024 results on Mar 31, 2025Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €326.6m (up 11% from 3Q 2023). Net income: €66.5m (down 2.3% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.Reported Earnings • Aug 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €281.5m (up 13% from 2Q 2023). Net income: €36.9m (down 8.5% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 20Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: €0.025 loss per share. Revenue: €193.6m (up 15% from 1Q 2023). Net loss: €13.7m (loss narrowed 37% from 1Q 2023). Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 3.5%.New Risk • Apr 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 110% Cash payout ratio: 124% Dividend yield: 6.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.00b (up 10% from FY 2022). Net income: €112.9m (up 7.5% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is expected to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 3.4%.Buy Or Sell Opportunity • Feb 09Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €3.29. The fair value is estimated to be €4.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.공시 • Jan 17+ 4 more updatesENAV S.p.A. to Report Q1, 2024 Results on May 14, 2024ENAV S.p.A. announced that they will report Q1, 2024 results on May 14, 2024Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 30% in the next 2 years.Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €321.6m (up 9.4% from 3Q 2022). Net income: €68.1m (up 6.7% from 3Q 2022). Profit margin: 21% (in line with 3Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Infrastructure industry in Europe.Upcoming Dividend • Oct 16Upcoming dividend of €0.20 per share at 6.1% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 25 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.1%. Lower than top quartile of British dividend payers (6.5%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €268.3m (up 14% from 2Q 2022). Net income: €40.3m (down 6.7% from 2Q 2022). Profit margin: 15% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €176.8m (up 11% from 1Q 2022). Net loss: €21.6m (loss widened 42% from 1Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Infrastructure industry in Europe.Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €944.3m (up 18% from FY 2021). Net income: €105.0m (up 34% from FY 2021). Profit margin: 11% (up from 9.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Infrastructure industry in Europe.공시 • Jan 29ENAV S.p.A. to Report Fiscal Year 2022 Results on Mar 15, 2023ENAV S.p.A. announced that they will report fiscal year 2022 results on Mar 15, 2023공시 • Jan 28+ 2 more updatesENAV S.p.A. to Report Q1, 2023 Results on May 11, 2023ENAV S.p.A. announced that they will report Q1, 2023 results on May 11, 2023Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Revenue: €318.8m (up 56% from 3Q 2021). Net income: €64.2m (up 126% from 3Q 2021). Profit margin: 20% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, Strategic Management Officer & Director Paolo Simioni was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €4.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Upcoming Dividend • Oct 17Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 24 October 2022. Payment date: 26 October 2022. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.2%).Buying Opportunity • Sep 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be €4.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 9.3% per annum over the same time period.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.07 (vs €0.003 in 2Q 2021)Second quarter 2022 results: EPS: €0.07 (up from €0.003 in 2Q 2021). Revenue: €256.6m (up 46% from 2Q 2021). Net income: €43.2m (up €41.4m from 2Q 2021). Profit margin: 17% (up from 1.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 19% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 27Full year 2021 earnings releasedFull year 2021 results: Revenue: €798.7m (up 8.4% from FY 2020). Net income: €78.4m (up 44% from FY 2020). Profit margin: 9.8% (up from 7.4% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 12% growth forecast for the industry in the United Kingdom.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, Strategic Management Officer & Director Paolo Simioni was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 23Full year 2021 earnings releasedFull year 2021 results: Revenue: €836.6m (up 14% from FY 2020). Net income: €78.4m (up 44% from FY 2020). Profit margin: 9.4% (up from 7.4% in FY 2020). Over the next year, revenue is forecast to grow 3.9%, compared to a 13% growth forecast for the industry in the United Kingdom.Reported Earnings • Aug 04Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €194.5m (up 1.0% from 2Q 2020). Net income: €1.76m (down 92% from 2Q 2020). Profit margin: 0.9% (down from 11% in 2Q 2020).Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.022The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €189.0m (up 16% from 1Q 2020). Net income: €11.9m (up €18.1m from 1Q 2020). Profit margin: 6.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 24Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €771.3m (down 11% from FY 2019). Net income: €54.3m (down 54% from FY 2019). Profit margin: 7.0% (down from 14% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 23New 90-day high: €4.12The company is up 6.0% from its price of €3.89 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.55 per share.Is New 90 Day High Low • Nov 17New 90-day high: €3.79The company is up 5.0% from its price of €3.60 on 19 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 4.5% compared to a 4.4% decline forecast for the Infrastructure industry in the United Kingdom.Is New 90 Day High Low • Oct 27New 90-day low: €2.97The company is down 14% from its price of €3.45 on 29 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.26 per share.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of €100.0m, down 14% from the prior year. Total revenue was €823.3m over the last 12 months, down 3.8% from the prior year.Is New 90 Day High Low • Sep 22New 90-day low: €3.42The company is down 14% from its price of €3.97 on 24 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.75 per share.이익 및 매출 성장 예측LSE:0RIE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,162145179303512/31/20271,110117211304512/31/20261,06910323835153/31/2026998100240353N/A12/31/202598393228341N/A9/30/2025989103167342N/A6/30/2025997110185307N/A3/31/2025999110162281N/A12/31/20241,000126159278N/A9/30/20241,005116147257N/A6/30/2024998117133248N/A3/31/2024981121112223N/A12/31/2023973113100211N/A9/30/2023930100191249N/A6/30/202393096154250N/A3/31/202391699158256N/A12/31/2022907105139237N/A9/30/202293012947128N/A6/30/202284193-95-9N/A3/31/202278051-177-93N/A12/31/202180078-243-157N/A9/30/202173441-269-133N/A6/30/202173552-329-235N/A3/31/202175472-380-274N/A12/31/202073754-265-173N/A9/30/202076875-223-107N/A6/30/202082510055165N/A3/31/2020861116209325N/A12/31/2019868118N/A342N/A9/30/2019869115N/A333N/A6/30/2019855116N/A339N/A3/31/2019852115N/A326N/A12/31/2018849114N/A308N/A9/30/2018844111N/AN/AN/A6/30/2018847107N/A250N/A3/31/2018848101N/A222N/A12/31/2017849101N/A194N/A9/30/201783696N/AN/AN/A6/30/201782781N/A200N/A3/31/201782481N/A197N/A12/31/201682576N/A225N/A9/30/201683273N/A275N/A6/30/201683073N/A213N/A3/31/201682168N/A261N/A12/31/201581366N/A227N/A9/30/201583080N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0RIE 의 연간 예상 수익 증가율(13.9%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0RIE 의 연간 수익(13.9%)이 UK 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0RIE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0RIE 의 수익(연간 4.9%)이 UK 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0RIE 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0RIE의 자본 수익률은 3년 후 11.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/01 12:48종가2026/06/30 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스ENAV S.p.A.는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tommaso MarabiniBanca Akros S.p.A. (ESN)Francesco SalaBanca Akros S.p.A. (ESN)Marco LimiteBarclays10명의 분석가 더 보기
Upcoming Dividend • Jun 15Upcoming dividend of €0.29 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 24 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.4%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.9%).
Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: €0.042 loss per share. Revenue: €196.0m (up 13% from 1Q 2025). Net loss: €22.7m (loss narrowed 23% from 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Infrastructure industry in Europe.
공시 • May 16Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreementto acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million.Iridium Communications Inc. (NasdaqGS:IRDM) entered into a definitive agreement to acquire 61% stake in Aireon LLC from NAV CANADA, ENAV S.p.A. (BIT:ENAV), Irish Aviation Authority, Naviair Satellite A/S and NATS Limited for approximately $520 million on May 13, 2026. The total purchase price of approximately $366.7 million will be paid 50% at closing and 50% on the one-year anniversary. Iridium will also assume Aireon's outstanding debt, expected to be approximately $155 million at closing. At Closing, Iridium will enter into the Credit and Guaranty Agreement pursuant to which the Sellers will provide IIridium with a $183.36 million term loan, bearing no interest, and maturing one year following the Closing, to fund the deferred portion of the purchase price. The loan will be secured by a first-priority lien on the equity interests of Aireon and other intermediate holding company entities. The Closing is subject to customary conditions, including the accuracy of representations and warranties, performance of covenants, and receipt of required regulatory approvals including expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The transaction is targeted to close in early July. The acquisition of Aireon is accretive to Iridium's growth outlook; over the past three years, Aireon's total revenue has grown at a compound annual growth rate (CAGR) of 10%. Iridium expects the acquisition will result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis. Evercore Inc. acted as financial advisor for Iridium Communications Inc. Josh Holleman of Cooley LLP acted as legal advisor for Iridium Communications Inc. Milbank LLP acted as legal advisor for Iridium Communications Inc. PJT Partners LP acted as financial advisor for Aireon LLC. Steven Kaufman, Joseph Gilligan and Gabrielle Witt of Hogan Lovells US LLP acted as legal advisor for Aireon LLC. RBC Capital Markets, LLC acted as financial advisor for NAV CANADA. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for NAV CANADA.
공시 • Apr 07ENAV S.p.A., Annual General Meeting, May 14, 2026ENAV S.p.A., Annual General Meeting, May 14, 2026, at 11:00 W. Europe Standard Time. Location: via salaria 716 00138, roma Italy
Declared Dividend • Mar 30Dividend increased to €0.29Dividend of €0.29 is 7.4% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 5.7%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (151% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 68% to bring the payout ratio under control. EPS is expected to grow by 67% over the next 3 years, which should be enough to bring the dividend into a sustainable range.
Reported Earnings • Mar 27Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.02b (up 1.3% from FY 2024). Net income: €93.1m (down 26% from FY 2024). Profit margin: 9.1% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe.
공시 • Mar 25ENAV S.p.A. announces Annual dividend, payable on June 24, 2026ENAV S.p.A. announced Annual dividend of EUR 0.2900 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
공시 • Jan 22+ 3 more updatesENAV S.p.A. to Report Fiscal Year 2025 Results on Mar 23, 2026ENAV S.p.A. announced that they will report fiscal year 2025 results on Mar 23, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €319.3m (up 6.3% from 3Q 2024). Net income: €59.4m (down 11% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Infrastructure industry in Europe.
Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €281.9m (up 9.1% from 2Q 2024). Net income: €36.5m (down 1.0% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Jun 16Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 25 June 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 6.6%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (3.7%).
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: €0.054 loss per share. Revenue: €181.2m (down 2.3% from 1Q 2024). Net loss: €29.2m (loss widened 113% from 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Infrastructure industry in Europe. 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 2% per year, which means it is significantly lagging earnings.
공시 • Apr 03ENAV S.p.A. announces Annual dividend, payable on June 25, 2025ENAV S.p.A. announced Annual dividend of EUR 0.2700 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.
New Risk • Apr 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 118% Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future.
Reported Earnings • Apr 01Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (up 7.5% from FY 2023). Net income: €125.8m (up 11% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Infrastructure industry in Europe.
공시 • Jan 15+ 3 more updatesENAV S.p.A. to Report Fiscal Year 2024 Results on Mar 31, 2025ENAV S.p.A. announced that they will report fiscal year 2024 results on Mar 31, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €326.6m (up 11% from 3Q 2023). Net income: €66.5m (down 2.3% from 3Q 2023). Profit margin: 20% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Infrastructure industry in Europe.
Reported Earnings • Aug 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €281.5m (up 13% from 2Q 2023). Net income: €36.9m (down 8.5% from 2Q 2023). Profit margin: 13% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 20Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 5.8%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.8%).
Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: €0.025 loss per share. Revenue: €193.6m (up 15% from 1Q 2023). Net loss: €13.7m (loss narrowed 37% from 1Q 2023). Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 3.5%.
New Risk • Apr 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 110% Cash payout ratio: 124% Dividend yield: 6.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.00b (up 10% from FY 2022). Net income: €112.9m (up 7.5% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is expected to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Infrastructure industry in Europe are expected to grow by 3.4%.
Buy Or Sell Opportunity • Feb 09Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €3.29. The fair value is estimated to be €4.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
공시 • Jan 17+ 4 more updatesENAV S.p.A. to Report Q1, 2024 Results on May 14, 2024ENAV S.p.A. announced that they will report Q1, 2024 results on May 14, 2024
Buying Opportunity • Jan 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.1%. The fair value is estimated to be €4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 30% in the next 2 years.
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €321.6m (up 9.4% from 3Q 2022). Net income: €68.1m (up 6.7% from 3Q 2022). Profit margin: 21% (in line with 3Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Infrastructure industry in Europe.
Upcoming Dividend • Oct 16Upcoming dividend of €0.20 per share at 6.1% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 25 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.1%. Lower than top quartile of British dividend payers (6.5%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €268.3m (up 14% from 2Q 2022). Net income: €40.3m (down 6.7% from 2Q 2022). Profit margin: 15% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €176.8m (up 11% from 1Q 2022). Net loss: €21.6m (loss widened 42% from 1Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Infrastructure industry in Europe.
Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €944.3m (up 18% from FY 2021). Net income: €105.0m (up 34% from FY 2021). Profit margin: 11% (up from 9.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Infrastructure industry in Europe.
공시 • Jan 29ENAV S.p.A. to Report Fiscal Year 2022 Results on Mar 15, 2023ENAV S.p.A. announced that they will report fiscal year 2022 results on Mar 15, 2023
공시 • Jan 28+ 2 more updatesENAV S.p.A. to Report Q1, 2023 Results on May 11, 2023ENAV S.p.A. announced that they will report Q1, 2023 results on May 11, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.12. Revenue: €318.8m (up 56% from 3Q 2021). Net income: €64.2m (up 126% from 3Q 2021). Profit margin: 20% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Infrastructure industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, Strategic Management Officer & Director Paolo Simioni was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €4.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Upcoming Dividend • Oct 17Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 24 October 2022. Payment date: 26 October 2022. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.2%).
Buying Opportunity • Sep 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be €4.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 9.3% per annum over the same time period.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.07 (vs €0.003 in 2Q 2021)Second quarter 2022 results: EPS: €0.07 (up from €0.003 in 2Q 2021). Revenue: €256.6m (up 46% from 2Q 2021). Net income: €43.2m (up €41.4m from 2Q 2021). Profit margin: 17% (up from 1.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 19% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 27Full year 2021 earnings releasedFull year 2021 results: Revenue: €798.7m (up 8.4% from FY 2020). Net income: €78.4m (up 44% from FY 2020). Profit margin: 9.8% (up from 7.4% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 12% growth forecast for the industry in the United Kingdom.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, Strategic Management Officer & Director Paolo Simioni was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 23Full year 2021 earnings releasedFull year 2021 results: Revenue: €836.6m (up 14% from FY 2020). Net income: €78.4m (up 44% from FY 2020). Profit margin: 9.4% (up from 7.4% in FY 2020). Over the next year, revenue is forecast to grow 3.9%, compared to a 13% growth forecast for the industry in the United Kingdom.
Reported Earnings • Aug 04Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €194.5m (up 1.0% from 2Q 2020). Net income: €1.76m (down 92% from 2Q 2020). Profit margin: 0.9% (down from 11% in 2Q 2020).
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.022The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €189.0m (up 16% from 1Q 2020). Net income: €11.9m (up €18.1m from 1Q 2020). Profit margin: 6.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 24Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €771.3m (down 11% from FY 2019). Net income: €54.3m (down 54% from FY 2019). Profit margin: 7.0% (down from 14% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 23New 90-day high: €4.12The company is up 6.0% from its price of €3.89 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 44% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.55 per share.
Is New 90 Day High Low • Nov 17New 90-day high: €3.79The company is up 5.0% from its price of €3.60 on 19 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Infrastructure industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.19 per share.
Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 4.5% compared to a 4.4% decline forecast for the Infrastructure industry in the United Kingdom.
Is New 90 Day High Low • Oct 27New 90-day low: €2.97The company is down 14% from its price of €3.45 on 29 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.26 per share.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of €100.0m, down 14% from the prior year. Total revenue was €823.3m over the last 12 months, down 3.8% from the prior year.
Is New 90 Day High Low • Sep 22New 90-day low: €3.42The company is down 14% from its price of €3.97 on 24 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.75 per share.