Cebu Air 향후 성장
Future 기준 점검 1/6
Cebu Air 의 수익은 연간 13.1% 감소할 것으로 예상되는 반면, 연간 수익은 9.3% 로 증가할 것으로 예상됩니다. EPS는 연간 53.7% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-13.1%
이익 성장률
-53.68%
EPS 성장률
| Airlines 이익 성장 | 26.0% |
| 매출 성장률 | 9.3% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 09
CEB: Rising Passenger Volumes And Load Factors Will Support Future Upside
Analysts maintained their fair value estimate for Cebu Air at ₱67.00 per share. They made minor adjustments to assumptions related to the discount rate, revenue growth, profit margin, and future P/E to support this unchanged price target.내러티브 업데이트 • Apr 24
CEB: Rising Passenger Volumes And Load Factors Will Support Future Upside
Analysts have kept their Cebu Air fair value estimate steady at ₱67.00, with only small tweaks to revenue growth, profit margin, and forward P/E assumptions shaping the updated price target rationale. What's in the News Cebu Air reported that Cebu Pacific carried 2.46 million passengers in March 2026, an 11.5% increase versus the same month in 2025, with a seat load factor of 82.1% and seat capacity of 3.0 million seats (Announcement of Operating Results).내러티브 업데이트 • Apr 09
CEB: Rising Passenger Volumes And Firm Load Factors Will Support Future Upside
Cebu Air's analyst price target remains at ₱67.00. Analysts attribute the unchanged valuation to slightly lower assumed revenue growth and profit margins, combined with a higher future P/E multiple.내러티브 업데이트 • Mar 24
CEB: Rising Passenger Volumes And Firm Load Factors Will Drive Share Upside
Analysts kept their Cebu Air price target steady at ₱67.00. They pointed to a slightly higher assumed revenue growth rate and a marginally lower profit margin, along with a small uptick in the future P/E estimate, as key inputs behind the unchanged view.
내러티브 업데이트 • Mar 10
CEB: Rising Passenger Volumes And Load Factors Will Support Further Upside
Analysts kept their Cebu Air fair value estimate steady at ₱57.5 per share, reflecting unchanged assumptions for discount rate, revenue growth, profit margin, and future P/E and indicating that recent research has not shifted their overall price target view. What's in the News Cebu Air reported January 2026 traffic data, with Cebu Pacific carrying over 2,732,000 passengers as seat capacity rose to 3,268,000 seats and system seat load factor was 83.6% (company announcement of operating results).내러티브 업데이트 • Feb 24
CEB: Rising Passenger Volumes And Load Factors Will Support Further Upside
Analysts have nudged their fair value estimate for Cebu Air slightly higher to ₱57.50 from ₱57, reflecting updated assumptions around the discount rate, revenue growth and future P/E, while keeping profit margin expectations broadly in line. What's in the News Cebu Air reported that Cebu Pacific carried over 2,732,000 passengers in January 2026, with system seat load factor at 83.6% and total seats at 3,268,000 for the month (Announcement of Operating Results, January 2026).내러티브 업데이트 • Feb 09
CEB: Passenger Volume And Load Factors Will Support Further Share Upside
Analysts have raised their fair value estimate for Cebu Air from ₱66 to ₱67, linking the change to updated assumptions that include a revised discount rate, slightly higher projected revenue growth, an adjusted future P/E multiple, and a modest tweak to expected profit margins. What's in the News Cebu Air reported traffic results for December 2025, with Cebu Pacific carrying over 2.7 million passengers, a 5.1% increase from the same month in 2024, on 6.9% higher seat capacity and an overall seat load factor of 83.8% (company operating results announcement).내러티브 업데이트 • Jan 25
CEB: Rising Passenger Volumes And Load Factors Will Support Future Upside
Analysts have kept their fair value estimate for Cebu Air steady at ₱57.0, reflecting unchanged assumptions on discount rate, revenue growth, profit margin and future P/E, and view this as consistent with their existing assessment of the stock. What's in the News Cebu Air reported that Cebu Pacific carried over 2.7 million passengers in December 2025, with an overall seat load factor of 83.8% and seat capacity higher by 6.9% year on year (company announcement of operating results).내러티브 업데이트 • Jan 10
CEB: Strong Traffic And Load Factors Will Support Future Upside
Analysts have kept their fair value estimate for Cebu Air steady at ₱57.00 per share. This reflects unchanged assumptions on discount rate, revenue growth, profit margin and future P/E, and indicates that new information has not prompted a revision to their prior price target view.내러티브 업데이트 • Dec 23
CEB: Passenger Momentum And Raised Earnings Outlook Will Support Further Upside
Analysts have nudged their price target on Cebu Air higher, lifting fair value by PHP 4 to PHP 66.00 as they factor in slightly stronger revenue growth expectations despite a modestly higher discount rate and softer profit margin assumptions. What's in the News November 2025 monthly passenger traffic declined to 2.14 million from 2.36 million a year earlier, and seat load factor eased to 81.8% from 83.2% (company traffic update).내러티브 업데이트 • Dec 09
CEB: Rising Traffic And Capacity Recovery Will Drive Stronger Prospects
Narrative Update on Cebu Air Analyst Price Target Analysts have raised their fair value estimate for Cebu Air from PHP 55 to PHP 57, citing slightly stronger expected revenue growth that more than offsets a modest uptick in the discount rate and a marginally softer projected profit margin and valuation multiple. What's in the News October 2025 traffic update shows stable demand, with 2.081 million passengers carried, nearly flat year on year, while RPK grew to 2,234 million as ASK expanded to 2,932 million.
새로운 내러티브 • Feb 20
New Aircraft Will Expand Operations But Pose Financial Challenges
The acquisition of AirSWIFT and fleet modernization enhance CEB's network and fuel efficiency, driving potential passenger revenue and margin expansion.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 144,257 | 8,619 | 22,684 | 41,177 | 2 |
| 12/31/2026 | 130,010 | 9,910 | 7,690 | 38,131 | 1 |
| 3/31/2026 | 122,829 | 10,875 | -3,105 | 30,063 | N/A |
| 12/31/2025 | 119,928 | 11,761 | -2,386 | 27,079 | N/A |
| 9/30/2025 | 117,980 | 10,952 | -4,250 | 26,331 | N/A |
| 6/30/2025 | 116,803 | 10,122 | -6,118 | 30,022 | N/A |
| 3/31/2025 | 110,028 | 2,923 | -13,499 | 28,255 | N/A |
| 12/31/2024 | 104,909 | 4,695 | -24,468 | 25,069 | N/A |
| 9/30/2024 | 98,238 | 5,564 | -18,042 | 20,078 | N/A |
| 6/30/2024 | 98,491 | 7,014 | -24,596 | 16,629 | N/A |
| 3/31/2024 | 95,028 | 8,379 | -25,629 | 12,337 | N/A |
| 12/31/2023 | 90,603 | 7,217 | -13,045 | 17,454 | N/A |
| 9/30/2023 | 86,114 | 2,383 | -7,445 | 14,169 | N/A |
| 6/30/2023 | 79,621 | -1,262 | -128 | 13,930 | N/A |
| 3/31/2023 | 70,920 | -5,825 | 3,903 | 16,677 | N/A |
| 12/31/2022 | 56,751 | -14,695 | 2,077 | 11,860 | N/A |
| 9/30/2022 | 44,125 | -15,668 | 894 | 11,606 | N/A |
| 6/30/2022 | 30,518 | -21,323 | -187 | 7,246 | N/A |
| 3/31/2022 | 19,740 | -25,930 | -6,990 | -1,417 | N/A |
| 12/31/2021 | 15,741 | -25,449 | -11,286 | -5,779 | N/A |
| 9/30/2021 | 12,426 | -29,913 | -14,833 | -11,901 | N/A |
| 6/30/2021 | 11,188 | -27,257 | -17,395 | -14,308 | N/A |
| 3/31/2021 | 9,413 | -28,542 | -20,457 | -17,010 | N/A |
| 12/31/2020 | 22,618 | -22,236 | -18,309 | -14,264 | N/A |
| 9/30/2020 | 40,524 | -12,332 | -21,599 | -3,178 | N/A |
| 6/30/2020 | 57,438 | -7,164 | -13,929 | 6,789 | N/A |
| 3/31/2020 | 79,543 | 4,584 | -3,353 | 18,757 | N/A |
| 12/31/2019 | 84,807 | 9,123 | N/A | 29,244 | N/A |
| 9/30/2019 | 83,702 | 7,911 | N/A | 25,431 | N/A |
| 6/30/2019 | 80,982 | 7,769 | N/A | 22,410 | N/A |
| 3/31/2019 | 77,031 | 5,842 | N/A | 19,275 | N/A |
| 12/31/2018 | 74,114 | 3,923 | N/A | 15,287 | N/A |
| 9/30/2018 | 71,735 | 6,312 | N/A | 16,303 | N/A |
| 6/30/2018 | 70,208 | 6,873 | N/A | 17,540 | N/A |
| 3/31/2018 | 69,426 | 8,062 | N/A | 19,287 | N/A |
| 12/31/2017 | 68,029 | 7,908 | N/A | 17,795 | N/A |
| 9/30/2017 | 65,539 | 7,032 | N/A | 16,333 | N/A |
| 6/30/2017 | 64,462 | 6,406 | N/A | 15,652 | N/A |
| 3/31/2017 | 62,657 | 7,001 | N/A | 17,814 | N/A |
| 12/31/2016 | 61,899 | 9,754 | N/A | 19,322 | N/A |
| 9/30/2016 | 60,934 | 7,929 | N/A | 19,117 | N/A |
| 6/30/2016 | 60,089 | 6,868 | N/A | 18,211 | N/A |
| 3/31/2016 | 58,409 | 6,199 | N/A | 14,952 | N/A |
| 12/31/2015 | 56,502 | 4,387 | N/A | 12,395 | N/A |
| 9/30/2015 | 55,813 | 2,330 | N/A | 12,796 | N/A |
| 6/30/2015 | 54,789 | 2,876 | N/A | 9,846 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: CEB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13.1%).
수익 vs 시장: CEB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13.1%).
고성장 수익: CEB 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: CEB 의 수익(연간 9.3%)이 PH 시장(연간 7.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: CEB 의 수익(연간 9.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: CEB의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/16 19:37 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 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 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cebu Air, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Caroline Vergara | BofA Global Research |
| Kok Hoe Yap | CGS International |
| Rigan Wong | Citigroup Inc |