Hesai Group 과거 순이익 실적
과거 기준 점검 2/6
Hesai Group은 연평균 61.3%의 비율로 수입이 증가해 온 반면, Auto Components 산업은 수입이 3.8% 증가했습니다. 매출은 연평균 31.4%의 비율로 증가했습니다. Hesai Group의 자기자본이익률은 5.3%이고 순이익률은 14.8%입니다.
핵심 정보
61.30%
순이익 성장률
64.52%
주당순이익(EPS) 성장률
| Auto Components 산업 성장률 | 10.46% |
| 매출 성장률 | 31.36% |
| 자기자본이익률 | 5.29% |
| 순이익률 | 14.82% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 02
HSAI: New Autonomy Partnerships And Design Wins Will Drive Future Repricing
Narrative Update Overview Hesai Group's updated analyst price target has edged lower to $28.60 from $33.00, as analysts factor in more conservative revenue and net profit forecasts and a reduced valuation multiple linked to expectations for softer Q2 EV shipment trends. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism about the company’s long term growth potential and caution around near term execution risks, particularly tied to electric vehicle shipment trends and profitability.Seeking Alpha • May 20
Hesai: The Focus Is Now On Margins
Summary Hesai Group continued to report surging shipments in Q1 and assumes good momentum to continue throughout 2026 as LiDAR demand expands. Earnings expansion is slowed down by a continued shift into cheaper, lower-margin products. HSAI's gross margin declined in Q1, and revenue growth has stalled in comparison to shipment growth. HSAI's venture into physical AI presents long-term revenue potential past LiDAR sensors. I estimate HSAI stock to have a fair value of $24.4, suggesting 22% upside. Such upside relies on uncertain earnings assumptions, though. Read the full article on Seeking Alpha
내러티브 업데이트 • May 01
HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift
Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.내러티브 업데이트 • Apr 17
HSAI: New Supply Agreements And Partnerships Will Support Future Repricing
Analysts have trimmed their price target on Hesai Group to $30.36. This represents a small change that reflects slightly more conservative assumptions on growth and margins, partly balanced by fresh bullish initiations from several firms.내러티브 업데이트 • Apr 02
HSAI: Execution On New Supply Agreements Will Support Future Repricing
Narrative Update on Hesai Group Analysts have trimmed their fair value estimate for Hesai Group to about $30 from roughly $32, reflecting slightly lower revenue growth and margin assumptions. However, recent bullish initiations and an upwardly revised future P/E expectation keep the long term story in focus.
새로운 내러티브 • Mar 30
The First Real Lidar Winner
Something quietly shifted in the lidar space and most investors haven’t fully processed it yet. For years, lidar companies were grouped into the same bucket, high promise, heavy losses, uncertain adoption.
내러티브 업데이트 • Mar 19
HSAI: Lidar Capacity Expansion And Key Partnerships Will Support Future Execution
Analysts have adjusted their price target on Hesai Group to $40.43 from $40.30, citing updated assumptions that combine higher projected revenue growth with slightly lower profit margin expectations and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a constructive tone around Hesai Group, with bullish analysts highlighting what they view as an attractive balance between growth potential, execution, and current valuation assumptions.내러티브 업데이트 • Mar 04
HSAI: Bullish Product Roadmap Execution Will Support Future Repricing
Analysts have modestly lifted their price target on Hesai Group, reflecting a slightly higher fair value estimate, a tweaked discount rate and updated assumptions around revenue growth, profit margin and future P/E multiples following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to a constructive view on Hesai Group's longer term revenue opportunity, which they see as supportive of a higher fair value range when paired with updated growth assumptions.내러티브 업데이트 • Feb 18
HSAI: Recent Bullish Coverage Will Support Confidence In Upcoming Execution Milestones
Analysts have revised their fair value estimate for Hesai Group to about $40.30 from roughly $35.88, reflecting updated assumptions on growth, margins and future P/E multiples following recent bullish initiations and Outperform ratings from the Street. Analyst Commentary Recent research coverage has leaned clearly positive, with bullish analysts pointing to a mix of growth potential, margin improvement and valuation support as key reasons for their constructive stance on Hesai Group.내러티브 업데이트 • Feb 04
HSAI: Outperform Initiation And Lidar Capacity Expansion Will Support Future Repricing
Analysts lifted their fair value estimate for Hesai Group from US$30.91 to US$31.81 per share, citing recently initiated positive coverage along with supporting assumptions for revenue growth, profit margins, and future P/E as key drivers behind the updated price target. Analyst Commentary Bullish Takeaways Bullish analysts view the recently initiated positive coverage and updated fair value estimate as support for Hesai Group's execution assumptions on revenue growth and profit margins, even though specific financial outcomes are not disclosed.분석 기사 • Jan 23
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher
Hesai Group ( NASDAQ:HSAI ) shareholders have had their patience rewarded with a 28% share price jump in the last...내러티브 업데이트 • Jan 21
HSAI: Outperform Initiation Will Support Balanced View On Lidar Demand Potential
Analysts have slightly raised their fair value estimate for Hesai Group by about US$0.85 per share, linking this adjustment to updated assumptions around discount rate, revenue growth, profit margin, and future P/E, as well as fresh Street research that includes a new Outperform initiation and a US$23.50 price target from the sell side. Analyst Commentary Bullish analysts point to the recent Outperform initiation and the US$23.50 price target as support for a more constructive view on Hesai Group's valuation, especially after the modest lift in fair value assumptions.내러티브 업데이트 • Jan 07
HSAI: Outperform Initiation Signals Confidence In Future Lidar Demand Trajectory
Analysts have lifted their price target on Hesai Group by about $0.23, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research, including a new Outperform initiation with a $23.50 target. Analyst Commentary Analysts highlighting the new Outperform initiation and US$23.50 target are framing their views around how current assumptions on fair value, discount rate, revenue growth, profit margin and future P/E stack up against execution risks.내러티브 업데이트 • Dec 18
HSAI: Accelerating Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts have modestly raised their price target on Hesai Group to approximately $30 per share from about $29.80, citing expectations for accelerating LiDAR adoption in China in the near term and globally by 2026 to 2027 as key drivers of long term volume and earnings growth. Analyst Commentary Street research has highlighted both significant upside potential and emerging execution risks for Hesai Group as LiDAR adoption accelerates in China and, over time, across global markets.내러티브 업데이트 • Dec 04
HSAI: Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts slightly raised their price target on Hesai Group to $36.00 from $26.30, reflecting growing confidence in accelerating LiDAR adoption and in the company's expanding overseas volume potential. Analyst Commentary Recent Street research highlights growing institutional interest in Hesai Group as a leveraged play on global LiDAR penetration, particularly in advanced driver assistance systems and autonomous driving applications.분석 기사 • Nov 20
What You Can Learn From Hesai Group's (NASDAQ:HSAI) P/S After Its 29% Share Price Crash
Hesai Group ( NASDAQ:HSAI ) shareholders that were waiting for something to happen have been dealt a blow with a 29...내러티브 업데이트 • Nov 17
HSAI: Global Supply Chain Integration Will Drive Market Share Expansion
The analyst consensus price target for Hesai Group has been revised down from $30.43 to $29.90, as analysts balanced slightly lower revenue growth outlooks with continued optimism for expanding market adoption and profit margins. Analyst Commentary Bullish analysts maintain a positive outlook on Hesai Group's prospects, highlighting strong growth drivers and potential market gains that could support higher valuations.분석 기사 • Nov 14
Earnings Beat: Hesai Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
There's been a notable change in appetite for Hesai Group ( NASDAQ:HSAI ) shares in the week since its quarterly...내러티브 업데이트 • Nov 02
HSAI: Global Demand For ADAS Technology Will Drive Long-Term Upside
Hesai Group’s analyst price target has been raised modestly, reflecting a slight uptick from $30.36 to $30.43 as analysts cite strengthening LiDAR adoption trends and increased confidence in future growth prospects. Analyst Commentary Recent research from major financial institutions highlights both optimism and caution regarding Hesai Group’s future performance, with particular focus on LiDAR adoption, global market expansion, and forward-looking earnings projections.내러티브 업데이트 • Oct 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Analysts have raised their price target for Hesai Group from $29.62 to $30.36 per share, citing expectations for accelerating LiDAR adoption and improving profitability. Analyst Commentary Recent analyst activity around Hesai Group highlights a generally optimistic outlook, with several firms raising their price targets and rating the stock a Buy.내러티브 업데이트 • Oct 04
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s analyst price target has increased from $29.09 to $29.62. Analysts cite robust earnings forecasts and leadership in LiDAR adoption as key drivers for the revision.내러티브 업데이트 • Sep 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s consensus price target was modestly raised to $29.09 as analysts highlight robust order wins—including a key deal with Mercedes-Benz—increased ADAS LiDAR adoption, and new market opportunities, all underpinning stronger earnings outlooks. Analyst Commentary Bullish analysts cite strong order wins from both domestic and international OEMs, including a notable breakthrough with Mercedes-Benz, as key catalysts for future growth.분석 기사 • Aug 29
Hesai Group (NASDAQ:HSAI) Stocks Shoot Up 31% But Its P/S Still Looks Reasonable
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 31% in the last...내러티브 업데이트 • Aug 19
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s analyst price target was raised to $27.45, reflecting increased confidence driven by stronger earnings forecasts, accelerating LiDAR adoption, and anticipated margin improvements from overseas expansion and new revenue streams. Analyst Commentary Raised 2025 earnings forecast by 10% and 2026-27 earnings by 2% following strong Q2 results Growing LiDAR adoption in China resulting in ongoing market share gains Anticipation of margin enhancement from increasing overseas projects Expected revenue growth from robotaxi and smart home appliance segments beginning in 2026 Bullish analysts cite positive post-earnings momentum and expanded addressable market as justification for higher price targets What's in the News Hesai will unveil ETX, a new automotive-grade ultra-long-range lidar for L3 autonomous driving, at IAA Mobility 2025, featuring proprietary photon vector technology and compact behind-the-windshield integration.분석 기사 • Jun 27
Are Investors Undervaluing Hesai Group (NASDAQ:HSAI) By 38%?
Key Insights Hesai Group's estimated fair value is US$37.44 based on 2 Stage Free Cash Flow to Equity Hesai Group's...분석 기사 • May 27
Hesai Group (NASDAQ:HSAI) Looks Just Right With A 40% Price Jump
Hesai Group ( NASDAQ:HSAI ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...
새로운 내러티브 • Apr 24
LiDAR And ADAS Expansion Will Broaden Global Reach
Expanding global presence and design wins, including with a top European OEM, could significantly diversify and boost revenue streams.분석 기사 • Apr 11
Hesai Group (NASDAQ:HSAI) Stocks Pounded By 48% But Not Lagging Industry On Growth Or Pricing
Hesai Group ( NASDAQ:HSAI ) shares have had a horrible month, losing 48% after a relatively good period beforehand. The...분석 기사 • Mar 30
Is Now The Time To Look At Buying Hesai Group (NASDAQ:HSAI)?
Hesai Group ( NASDAQ:HSAI ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Mar 17
Hesai's Prominence Has Reached Full Value
Summary Hesai's technological advancements and low pricing have positioned it as a dominant player in the LiDAR market, particularly in the ADAS sector. Despite legal and geopolitical concerns, Hesai's recent global deal with Mercedes and projected profitability for 2025 highlight its growth potential. I rate Hesai as a hold at $19.80, noting potential buying opportunities if the stock declines further and considering the ADR investment structure. Ouster remains undervalued compared to Hesai, with a target price of $23, suggesting significant upside potential if revenue growth and profitability are achieved. Read the full article on Seeking Alpha분석 기사 • Feb 22
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 32% Higher
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 32% in the last...분석 기사 • Jan 07
Subdued Growth No Barrier To Hesai Group (NASDAQ:HSAI) With Shares Advancing 42%
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 42% in the last...분석 기사 • Dec 23
Hesai Group (NASDAQ:HSAI) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Hesai Group is US$16.22 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Nov 28
Hesai Group (NASDAQ:HSAI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Shareholders will be ecstatic, with their stake up 63% over the past week following Hesai Group 's ( NASDAQ:HSAI...Seeking Alpha • Oct 07
Hesai's Market Share: A Golden Investment Opportunity
Summary Hesai, the market leader in LiDAR, dominates with a 37% market share and exclusive contracts with 19 OEMs, including top Chinese EV makers. The LiDAR market is expected to grow at a 39% CAGR, reaching $21 billion by 2029. Hesai's competitive advantages include scale, cost efficiency, and advanced technology, give a potential 400% upside to share value. Despite competition from camera and radar systems, Hesai's low-cost, high-performance LiDAR is likely to remain essential for level 3 autonomous systems. Read the full article on Seeking Alpha분석 기사 • Sep 28
Revenues Tell The Story For Hesai Group (NASDAQ:HSAI) As Its Stock Soars 25%
Hesai Group ( NASDAQ:HSAI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...분석 기사 • Aug 22
US$7.15: That's What Analysts Think Hesai Group (NASDAQ:HSAI) Is Worth After Its Latest Results
Shareholders of Hesai Group ( NASDAQ:HSAI ) will be pleased this week, given that the stock price is up 13% to US$4.33...Seeking Alpha • Aug 20
Hesai: Results Are Mixed, With A Negative Top-Line Surprise And Bottom-Line Beat
Summary Hesai Group reported narrower operating losses and a better-than-expected bottom-line performance in Q2 2024; the consensus forecasts point to Hesai turning profitable in the third quarter. On the flip side, Hesai's second quarter revenue missed expectations, and a delay in some of its customers' new vehicle launches is likely to hurt its Q3 top line. My Hold rating for Hesai Group is left unchanged, considering its mixed results and prospects. Read the full article on Seeking Alpha분석 기사 • Jun 21
Revenues Tell The Story For Hesai Group (NASDAQ:HSAI)
When you see that almost half of the companies in the Auto Components industry in the United States have price-to-sales...분석 기사 • May 22
Hesai Group (NASDAQ:HSAI) Just Reported And Analysts Have Been Cutting Their Estimates
It's been a sad week for Hesai Group ( NASDAQ:HSAI ), who've watched their investment drop 15% to US$4.53 in the week...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Hesai Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 3,183 | 472 | 470 | 818 |
| 31 Dec 25 | 3,028 | 436 | 481 | 797 |
| 30 Sep 25 | 2,747 | 430 | 482 | 824 |
| 30 Jun 25 | 2,491 | 103 | 488 | 845 |
| 31 Mar 25 | 2,243 | -13 | 504 | 845 |
| 31 Dec 24 | 2,077 | -102 | 510 | 856 |
| 30 Sep 24 | 1,919 | -390 | 538 | 842 |
| 30 Jun 24 | 1,825 | -462 | 533 | 814 |
| 31 Mar 24 | 1,806 | -464 | 495 | 776 |
| 31 Dec 23 | 1,877 | -476 | 469 | 791 |
| 30 Sep 23 | 1,725 | -471 | 239 | 741 |
| 30 Jun 23 | 1,613 | -613 | 292 | 712 |
| 31 Mar 23 | 1,384 | -804 | 190 | 659 |
| 31 Dec 22 | 1,203 | -747 | 306 | 555 |
| 30 Sep 22 | 1,055 | -686 | 290 | 534 |
| 30 Jun 22 | 945 | -484 | 263 | 461 |
| 31 Mar 22 | 852 | -1,368 | 235 | 413 |
| 31 Dec 21 | 721 | -2,456 | 306 | 368 |
| 30 Sep 21 | 622 | -2,387 | 160 | 277 |
| 30 Jun 21 | 569 | -2,318 | 128 | 259 |
| 31 Mar 21 | 492 | -1,213 | 127 | 244 |
| 31 Dec 20 | 416 | -107 | 126 | 230 |
| 31 Dec 19 | 348 | -175 | 94 | 150 |
양질의 수익: HSAI는 CN¥190.7M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: HSAI는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: HSAI는 지난 5년 동안 흑자전환하며 연평균 61.3%의 수익 성장을 기록했습니다.
성장 가속화: HSAI는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: HSAI는 지난해 흑자전환하여 지난 해 수익 성장률을 Auto Components 업계(10.7%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: HSAI의 자본 수익률(5.3%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 23:06 |
| 종가 | 2026/06/08 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 |
|
* 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
Hesai Group는 34명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Dien Wang | Bernstein |
| Yawen Tan | BNP Paribas |
| Yu Jie Lo | BofA Global Research |