Ayala Land 과거 순이익 실적
과거 기준 점검 5/6
Ayala Land은 연평균 23.2%의 비율로 수입이 증가해 온 반면, Real Estate 산업은 수입이 18.5% 증가했습니다. 매출은 연평균 13.3%의 비율로 증가했습니다. Ayala Land의 자기자본이익률은 10.8%이고 순이익률은 19.9%입니다.
핵심 정보
23.21%
순이익 성장률
23.79%
주당순이익(EPS) 성장률
| Real Estate 산업 성장률 | 8.04% |
| 매출 성장률 | 13.33% |
| 자기자본이익률 | 10.78% |
| 순이익률 | 19.95% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jul 16
ALI: Dividend Prospects Will Support A Repriced Yet Upbeat Outlook
The analyst price target for Ayala Land has been revised from ₱39.55 to ₱35.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E that analysts now consider more appropriate for the stock. What's in the News for Ayala Land Ayala Land, Inc.
내러티브 업데이트 • Jul 01
ALI: Lower Profit Outlook And Dividend Plans Will Shape Future Returns
Analysts have cut their fair value estimate for Ayala Land from ₱27.00 to ₱15.50, citing softer revenue growth assumptions, lower projected profit margins, and a modest adjustment to the future P/E multiple. What’s in the News for Ayala Land A board meeting is scheduled for May 26, 2026, with an agenda to consider cash dividends, according to company disclosures.
내러티브 업데이트 • Jun 17
ALI: 2026 Dividend Plans And Capital Changes Will Drive Long Term Upside
Analysts have trimmed their fair value estimate for Ayala Land to ₱25.75 from ₱27.42, citing lower revenue growth expectations and a slightly softer profit margin outlook, even though the assumed discount rate and future P/E remain broadly similar. What’s in the News for Ayala Land Ayala Land’s board scheduled a meeting on May 26, 2026 to consider cash dividends, according to company disclosures.내러티브 업데이트 • Jun 03
ALI: 2026 Dividend Plans Will Support Long Term Upside Potential
Analysts have trimmed their fair value estimate for Ayala Land from ₱31.50 to ₱27.42, citing softer revenue growth assumptions, slightly lower profit margin expectations, a reduced discount rate, and a marginally lower future P/E multiple. What's in the News A board meeting is scheduled for May 26, 2026 to consider cash dividends, according to company disclosures.내러티브 업데이트 • Apr 20
ALI: Debt Funding And 2026 Dividends Will Support Future Upside
Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.내러티브 업데이트 • Apr 05
ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside
Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.내러티브 업데이트 • Mar 22
ALI: Planned Debt Raise And Dividends Will Support Future Upside
Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).내러티브 업데이트 • Mar 07
ALI: Planned Debt Funding And Dividends Will Support Future Upside
Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).내러티브 업데이트 • Feb 20
ALI: Planned Debt Raise And Steady Margins Will Support Future Upside
Analysts have trimmed their price target on Ayala Land to ₱32.36 from ₱33.28, citing updated assumptions for the discount rate, modest revenue growth and profit margins, as well as a slightly higher future P/E multiple. What's in the News A board meeting on February 20, 2026 will consider raising up to ₱40 billion in funding with a tenor of up to 10 years through retail bonds, corporate notes, listing on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, primarily for debt refinancing and partial funding of general corporate requirements (Key Developments).새로운 내러티브 • Feb 08
Leasing And Hospitality Headwinds Will Persist But Long Term Recurring Income Will Eventually Strengthen
Catalysts About Ayala Land Ayala Land is a diversified Philippine real estate company engaged in residential development, commercial leasing, hospitality, estates, industrial facilities and related services. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 06
ALI: Stable Fair Value And Lower Discount Rate Will Support Upside
Analysts have trimmed their price target for Ayala Land to ₱33.28. This reflects a slightly lower applied discount rate and a modestly reduced future P/E assumption, while keeping revenue growth and profit margin expectations essentially unchanged.새로운 내러티브 • Jan 22
Mall, Office And Hospitality Expansion Will Support A Stronger Long Term Outlook
Catalysts About Ayala Land Ayala Land is a Philippine real estate company with businesses across residential development, malls, offices, hotels, resorts and industrial properties. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jan 21
ALI: Regular Cash Dividends And Higher Fair Value Will Support Upside
Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure) Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure) Valuation Changes Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.내러티브 업데이트 • Jan 07
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have kept their fair value estimate for Ayala Land steady at ₱32.37 per share, with only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E that reflect refinements rather than a change in their overall view. What's in the News A board meeting is scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (Key Developments).내러티브 업데이트 • Dec 22
ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025
Analysts have slightly lowered their price target for Ayala Land to PHP 32.37 from PHP 32.83, citing marginally softer expectations for revenue growth and profit margins, even though the discount rate has been modestly reduced and a slightly higher future P/E multiple has been assumed. What's in the News Board meeting scheduled for October 29, 2025, to consider declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments) Board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at the October 28, 2025, meeting, with record date on November 12, 2025, and payment date on November 26, 2025 (Key Developments) Valuation Changes Fair Value: Lowered slightly to ₱32.37 from ₱32.83, reflecting a modest reduction of about 1.4 percent.내러티브 업데이트 • Dec 08
ALI: Regular Dividend Will Support Share Price Momentum Into Late 2025
Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions. What's in the News A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).내러티브 업데이트 • Nov 24
ALI: Regular Cash Dividend Will Support Share Price Momentum Into Late 2025
Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.내러티브 업데이트 • Nov 02
ALI: Dividend Hike And Quezon City Acquisition Will Drive Upside
Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates. What's in the News Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025.
새로운 내러티브 • Nov 27
Mega Infrastructure And Global Marketing Leap To Drive Dynamic Growth
Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Ayala Land가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 182,119 | 36,325 | 9,793 | 0 |
| 31 Mar 26 | 184,139 | 37,462 | 9,776 | 0 |
| 31 Dec 25 | 190,211 | 39,042 | 9,523 | 0 |
| 30 Sep 25 | 177,356 | 28,375 | 9,135 | 0 |
| 30 Jun 25 | 179,533 | 29,197 | 9,007 | 0 |
| 31 Mar 25 | 183,287 | 28,808 | 8,942 | 0 |
| 31 Dec 24 | 180,738 | 28,154 | 8,777 | 0 |
| 30 Sep 24 | 175,153 | 27,195 | 8,859 | 0 |
| 30 Jun 24 | 167,124 | 26,166 | 8,797 | 0 |
| 31 Mar 24 | 158,956 | 26,208 | 8,705 | 0 |
| 31 Dec 23 | 148,857 | 24,429 | 8,388 | 0 |
| 30 Sep 23 | 139,161 | 23,605 | 7,980 | 0 |
| 30 Jun 23 | 139,225 | 21,868 | 7,667 | 0 |
| 31 Mar 23 | 132,846 | 19,900 | 7,328 | 0 |
| 31 Dec 22 | 126,556 | 18,555 | 6,858 | 0 |
| 30 Sep 22 | 119,850 | 16,920 | 6,543 | 0 |
| 30 Jun 22 | 110,524 | 14,204 | 6,312 | 0 |
| 31 Mar 22 | 106,121 | 12,555 | 6,007 | 0 |
| 31 Dec 21 | 106,143 | 12,166 | 6,156 | 0 |
| 30 Sep 21 | 105,556 | 10,887 | 6,705 | 0 |
| 30 Jun 21 | 104,031 | 10,188 | 6,988 | 0 |
| 31 Mar 21 | 92,509 | 7,123 | 7,218 | 0 |
| 31 Dec 20 | 96,273 | 8,665 | 7,679 | 0 |
| 30 Sep 20 | 110,458 | 16,283 | 8,521 | 0 |
| 30 Jun 20 | 126,776 | 22,488 | 8,479 | 0 |
| 31 Mar 20 | 157,516 | 30,126 | 9,148 | 0 |
| 31 Dec 19 | 168,794 | 33,126 | 9,043 | 0 |
| 30 Sep 19 | 170,012 | 31,619 | 9,019 | 0 |
| 30 Jun 19 | 170,863 | 30,798 | 8,944 | 0 |
| 31 Mar 19 | 170,743 | 29,984 | 8,817 | 0 |
| 31 Dec 18 | 166,186 | 29,179 | 8,797 | 0 |
| 30 Sep 18 | 159,059 | 28,203 | 7,889 | 0 |
| 30 Jun 18 | 154,075 | 27,269 | 7,788 | 0 |
| 31 Mar 18 | 143,219 | 26,196 | 7,195 | 0 |
| 31 Dec 17 | 140,999 | 25,243 | 7,028 | 0 |
| 30 Sep 17 | 136,288 | 23,595 | 7,069 | 0 |
| 30 Jun 17 | 132,626 | 22,618 | 7,094 | 0 |
| 31 Mar 17 | 127,695 | 21,702 | 7,006 | 0 |
| 31 Dec 16 | 123,266 | 20,846 | 6,879 | 0 |
| 30 Sep 16 | 117,404 | 19,804 | 6,678 | 0 |
| 30 Jun 16 | 111,195 | 18,920 | 6,559 | 0 |
| 31 Mar 16 | 109,115 | 18,155 | 6,497 | 0 |
| 31 Dec 15 | 105,693 | 17,630 | 6,426 | 0 |
| 30 Sep 15 | 101,959 | 16,778 | 6,259 | 0 |
양질의 수익: ALI는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: ALI의 현재 순 이익률 (19.9%)은 지난해 (16.3%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ALI의 수익은 지난 5년 동안 연평균 23.2%로 크게 증가했습니다.
성장 가속화: 지난 1년간 ALI 의 수익 증가율(24.4%)은 연간 평균(23.2%)을 초과합니다.
수익 대 산업: ALI의 지난 1년 수익 증가율(24.4%)은 Real Estate 업계의 -0.8%를 상회했습니다.
자기자본이익률
높은 ROE: ALI의 자본 수익률(10.8%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/14 17:34 |
| 종가 | 2026/08/14 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ayala Land, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Russ Toribio | BofA Global Research |
| Edser Trinidad | CGS International |
| Sureeporn Sirisansaneeyawong | Citigroup Inc |