Reported Earnings • Aug 04
Second quarter 2026 earnings released: EPS: €0.81 (vs €0.84 in 2Q 2025) Second quarter 2026 results: EPS: €0.81 (down from €0.84 in 2Q 2025). Revenue: €1.65b (up 1.5% from 2Q 2025). Net income: €343.7m (down 7.6% from 2Q 2025). Profit margin: 21% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jul 09
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at €49.07. The fair value is estimated to be €62.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period. Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Leo Puri was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jun 25
Upcoming dividend of €0.82 per share Eligible shareholders must have bought the stock before 01 July 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (3.4%). 공고 • Apr 30
Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion. Amadeus IT Group, S.A. (BME:AMS) signed a letter of intent to acquire IDEMIA France SAS for €1.4 billion on April 29, 2026. Under the terms of the transaction, Amadeus IT Group will acquire IDEMIA France for €1.2 billion. Additionally, there is an agreed earn-out structure supporting long-term value alignment between both parties which could take total consideration up to €1.35 billion. IDEMIA France reported sales of approximately €730 million.
The intended acquisition is subject to customary closing conditions, including regulatory approvals, with closing expected mid-2027.
BNP Paribas acted as financial advisor to Amadeus in the transaction. Rothschild & Co and Goldman Sachs acted as financial advisors to sell side in the transaction. 공고 • Apr 26
Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026 Amadeus IT Group, S.A., Annual General Meeting, Jun 02, 2026. Location: calle salvador de madariaga, 1, madrid., Spain 공고 • Feb 26
Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. Amadeus IT Group, S.A. (BME:AMS) acquired Jarvis Industries, Inc. on February 25, 2026.
Amadeus IT Group, S.A. (BME:AMS) completed the acquisition of Jarvis Industries, Inc. on February 25, 2026. 공고 • Jan 21
Amadeus IT Group, S.A. to Report Fiscal Year 2026 Results on Feb 25, 2027 Amadeus IT Group, S.A. announced that they will report fiscal year 2026 results on Feb 25, 2027 공고 • May 21
Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025.
Amadeus IT Group, S.A. (BME:AMS) acquired Forward Data S.L. in week 20, 2025. 공고 • Apr 25
Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025 Amadeus IT Group, S.A., Annual General Meeting, Jun 03, 2025. Location: calle salvador de madariaga 1, madrid Spain 공고 • Apr 04
Amadeus IT Group, S.A. to Report Second Half, 2025 Results on Feb 27, 2026 Amadeus IT Group, S.A. announced that they will report second half, 2025 results on Feb 27, 2026 공고 • Jan 23
Amadeus IT Group, S.A. to Report Q1, 2025 Results on May 08, 2025 Amadeus IT Group, S.A. announced that they will report Q1, 2025 results on May 08, 2025