Sabre Corporation

NasdaqGS:SABR 주식 리포트

시가총액: US$660.2m

Sabre 과거 순이익 실적

과거 기준 점검 0/6

Sabre은 연평균 33%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 연평균 30.3%의 비율로 증가했습니다. 매출은 연평균 12.6%의 비율로 증가했습니다.

핵심 정보

32.98%

순이익 성장률

37.70%

주당순이익(EPS) 성장률

Hospitality 산업 성장률19.52%
매출 성장률12.62%
자기자본이익률n/a
순이익률-8.54%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 02

SABR: AI First Travel Platform And Bookings Outlook Will Shape Future Upside Potential

The analyst price target for Sabre is updated lower by $0.02, reflecting slightly softer long term growth and margin expectations as analysts factor in reduced outer year booking forecasts and free cash flow, as well as more cautious views on the potential profitability of AI driven distribution for global distribution systems. Analyst Commentary Bullish Takeaways Bullish analysts still see room for Sabre to outperform Global Distribution System peers on air bookings, highlighting expectations for Sabre bookings growth to run ahead of broader industry forecasts in future years.
내러티브 업데이트 Apr 16

SABR: AI Distribution Skepticism Will Pressure Long Term Booking Economics

Sabre's updated analyst price target has moved from $2.00 to $1.50 as analysts factor in lower long term growth and free cash flow expectations, along with more cautious booking forecasts and P/E assumptions for the Global Distribution System space. Analyst Commentary Recent Street research reflects a more cautious stance on Sabre, with several price target cuts and at least one rating downgrade.
내러티브 업데이트 Apr 02

SABR: AI First Travel Platform And Booking Share Gains Will Unlock Upside

Analyst price targets for Sabre have been revised lower by $0.50 to $2.40, reflecting updated views on outer year growth, free cash flow and booking assumptions, as well as more cautious expectations around potential returns from AI-driven distribution. Analyst Commentary Recent research shows a mixed set of views on Sabre, with lower price targets reflecting more cautious assumptions on growth, bookings and free cash flow, while some analysts still see room for the company to outperform parts of the Global Distribution System market on air bookings.
내러티브 업데이트 Mar 19

SABR: AI Travel Platform And Air Booking Gains Will Drive Future Upside

Narrative Update on Sabre Analysts have trimmed the Sabre price target from $3.00 to $2.40, reflecting more cautious expectations for long term growth and free cash flow, even as they still see the company outpacing Global Distribution System peers on air bookings. Analyst Commentary Recent Street research on Sabre has shifted toward more cautious price targets and ratings, but there are still some constructive signals that matter for how you think about the stock's risk and reward trade off.
내러티브 업데이트 Mar 04

SABR: AI Travel Distribution Shift Will Eventually Unlock Upside Potential

Analysts have trimmed their fair value estimate for Sabre from about $2.46 to roughly $2.13. This reflects lower price targets on the stock and growing skepticism about the earnings potential of global distribution systems from AI driven distribution.
내러티브 업데이트 Feb 17

SABR: AI Travel Assistant Partnerships Will Drive Future Upside Potential

Analysts nudged their price target for Sabre slightly higher to $2.46, reflecting small adjustments to assumptions around the discount rate, long term revenue growth, profit margins, and future P/E multiples. What's in the News Sabre, PayPal, and Mindtrip agreed to work together on an AI powered travel assistant that lets consumers move from trip inspiration to booking and post booking management in a single conversational flow.
분석 기사 Feb 15

Benign Growth For Sabre Corporation (NASDAQ:SABR) Underpins Stock's 26% Plummet

To the annoyance of some shareholders, Sabre Corporation ( NASDAQ:SABR ) shares are down a considerable 26% in the last...
분석 기사 Feb 09

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
내러티브 업데이트 Feb 03

SABR: AI Travel Retailing And China Expansion Will Drive Strong Upside

Analysts have trimmed their price target on Sabre by about $0.10, reflecting updated assumptions around slightly softer revenue growth, a small adjustment to long term profit margin, and a lower future P/E multiple. What's in the News Sabre signed an agreement with Shanghai Fuxun Information Technology that is expected to add more than 100,000 domestic Chinese hotels, including over 70 local hotel chains and independent properties, into SabreMosaic Travel Marketplace.
Seeking Alpha Jan 28

Sabre: Shares Implode While Some Green Shoots Emerge

Summary Sabre Corporation trades near all-time lows, pressured by stagnant revenues, heavy debt, and persistent losses despite recent operational improvements. Divestment of the hospitality business for $1.1 billion reduced net debt by 20% and fetched a strong EBITDA multiple, providing temporary relief. Despite margin gains and narrowing losses, Sabre faces skepticism due to lagging sales growth, high leverage, and existential threats from evolving travel tech. I remain highly cautious; while bottom-line improvement is possible, Sabre's business model and competitive positioning remain in serious question. Read the full article on Seeking Alpha
내러티브 업데이트 Jan 20

SABR: AI Travel Retailing And New Airline Deals Will Support Future Earnings

Narrative Update on Sabre The analyst price target for Sabre has been adjusted to reflect modest tweaks in revenue growth, profit margin and future P/E assumptions. Analysts point to slightly stronger operational expectations as the key driver of the revised valuation.
내러티브 업데이트 Jan 06

SABR: AI Travel Retailing And Airline Partnerships Will Support Stronger Future Earnings

Analysts have raised their price target on Sabre to US$3.00 from US$3.00, reflecting updated assumptions for revenue growth, profit margins and future P/E that aim to better align the valuation with their latest expectations. What's in the News Sabre launched SabreMosaic Concierge IQ, a generative AI chat solution that lets airline customers plan, book, change trips, redeem loyalty points, and manage issues like refunds or bag tracking in a single conversation across web, apps, and messaging channels (Product Related Announcements).
내러티브 업데이트 Dec 23

SABR: AI Travel Retailing Advances Will Drive Stronger Margins And Earnings

Analysts have reduced their price target on Sabre to reflect a lower fair value estimate of approximately 3.0 relative to the prior 3.9, as they factor in slower projected revenue growth despite expectations for stronger profit margins and a more reasonable future P/E multiple. What's in the News Launched SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage end to end trips in a single conversation across web, apps, and messaging channels, aiming to drive personalized offers and incremental airline revenue (Key Developments).
내러티브 업데이트 Dec 08

SABR: AI Travel Retailing And Dynamic Pricing Will Drive Strong Upside

Analysts have lowered their price target on Sabre by approximately 7 percent to reflect a more conservative view on revenue growth, profit margins, and valuation multiples amid a slightly higher perceived risk profile. What's in the News Sabre launches SabreMosaic Concierge IQ, a generative AI chat solution that lets travelers plan, book, rebook, and manage trips in a single conversation across multiple channels while enabling airlines to personalize offers and drive incremental revenue (Key Developments).
분석 기사 Nov 25

Revenues Working Against Sabre Corporation's (NASDAQ:SABR) Share Price Following 26% Dive

Sabre Corporation ( NASDAQ:SABR ) shareholders won't be pleased to see that the share price has had a very rough month...
분석 기사 Sep 26

Sabre (NASDAQ:SABR) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
내러티브 업데이트 Aug 23

Global Travel Trends And AI Adoption Will Transform Distribution

Sabre's consensus price target has been cut from $3.52 to $2.76 as recent disappointing earnings, reduced guidance, and concerns over management credibility outweigh otherwise stable industry fundamentals. Analyst Commentary Bullish analysts highlight resilient industry fundamentals, noting that fears of airline profit warnings and the impact of tariffs have not materialized into an industry downturn.
분석 기사 Aug 13

Little Excitement Around Sabre Corporation's (NASDAQ:SABR) Revenues As Shares Take 38% Pounding

The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...
내러티브 업데이트 Aug 08

Global Travel Trends And AI Adoption Will Transform Distribution

Despite airline traffic growth and resilient travel demand supporting industry recovery, Sabre’s consensus price target has been revised down from $4.66 to $4.03, reflecting cautious sentiment despite some improving fundamentals. Analyst Commentary Earlier industry fears regarding profit warnings and tariff impacts have not materialized.
분석 기사 Jun 29

Sabre Corporation (NASDAQ:SABR) Shares Fly 26% But Investors Aren't Buying For Growth

Sabre Corporation ( NASDAQ:SABR ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Jun 12

There's Been No Shortage Of Growth Recently For Sabre's (NASDAQ:SABR) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
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새로운 내러티브 May 03

Google Cloud Migration And Emirates Partnership Will Improve Operations

Migration to cloud infrastructure and advanced technology focus are expected to improve operational efficiency and drive sustainable revenue growth.
분석 기사 Apr 10

Why Investors Shouldn't Be Surprised By Sabre Corporation's (NASDAQ:SABR) 30% Share Price Plunge

The Sabre Corporation ( NASDAQ:SABR ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha Mar 09

Sabre: Almost No Room For Errors

Summary Sabre's stock performance has been disappointing, with a -59% loss over five years and currently trading at $4 per share, fully valued. SABR's financials show mixed results, with revenue growth slowing and significant interest expenses impacting profitability despite improved net loss margins. Management's FY 2025 targets include high-single digit revenue growth and adjusted EBITDA expansion, driven by double-digit transaction growth and cost efficiencies from cloud transformation. Risks include potential gross margin contraction and lower booking fees, but SABR's liquidity remains stable, and the market has priced in high expectations. Read the full article on Seeking Alpha
분석 기사 Feb 23

Sabre Corporation (NASDAQ:SABR) Surges 32% Yet Its Low P/S Is No Reason For Excitement

Sabre Corporation ( NASDAQ:SABR ) shares have had a really impressive month, gaining 32% after a shaky period...
Seeking Alpha Dec 23

Sabre: Attempting Turnaround Takeoff With Commercial Wins

Summary Sabre Corporation's operational performance faltered post-COVID as the company lost share of airline bookings, leading to a weak revenue recovery. Extremely high debt has caused massive further issues. Recent commercial wins and tight R&D cost control could pave the way for a turnaround, already showing in stronger Q3 bookings and earnings growth. I estimate Sabre's stock to have a neutral risk-to-reward, likely split into high-upside or high-downside scenarios given the leveraged balance sheet. Read the full article on Seeking Alpha
분석 기사 Sep 28

There's No Escaping Sabre Corporation's (NASDAQ:SABR) Muted Revenues Despite A 26% Share Price Rise

Sabre Corporation ( NASDAQ:SABR ) shares have continued their recent momentum with a 26% gain in the last month alone...
분석 기사 Aug 30

Returns On Capital At Sabre (NASDAQ:SABR) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Aug 05

Earnings Update: Here's Why Analysts Just Lifted Their Sabre Corporation (NASDAQ:SABR) Price Target To US$4.43

It's been a mediocre week for Sabre Corporation ( NASDAQ:SABR ) shareholders, with the stock dropping 11% to US$3.14 in...
분석 기사 Aug 02

Sabre Corporation's (NASDAQ:SABR) Intrinsic Value Is Potentially 19% Below Its Share Price

Key Insights The projected fair value for Sabre is US$2.67 based on 2 Stage Free Cash Flow to Equity Sabre is estimated...
Seeking Alpha Jul 22

Sabre Is Being Disrupted By New Distribution Capability

Summary Sabre's Global Distribution System business, which accounts for 70% of its revenue, is threatened by the implementation of New Distribution Capability. The airline industry has long disliked GDSs, and some airlines are trying to push Sabre out of the value chain. Although Sabre is adapting by offering NDC-enabled GDS bookings, they are likely less lucrative than typical GDS bookings. Sabre faces new competition from NDC aggregators. Sabre's intrinsic value is $1.63/share in my base case, but the range of possible outcomes is wide because Sabre is overleveraged. Read the full article on Seeking Alpha
분석 기사 Jul 12

Improved Revenues Required Before Sabre Corporation (NASDAQ:SABR) Shares Find Their Feet

Sabre Corporation's ( NASDAQ:SABR ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
분석 기사 Jun 23

Is There Now An Opportunity In Sabre Corporation (NASDAQ:SABR)?

While Sabre Corporation ( NASDAQ:SABR ) might not have the largest market cap around , it led the NASDAQGS gainers with...
분석 기사 May 23

Sabre (NASDAQ:SABR) Has Some Difficulty Using Its Capital Effectively

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Apr 09

Sabre: Heavily Undervalued And Developing Well, Yet We Are Cautious

Summary Sabre's revenue growth has been highly volatile, impacted by market share growth, acquisitions, and the Covid-19 pandemic, with revenue currently significantly below FY19. In addition to revenue, its margins are considerably below historical levels, forcing the Management to raise debt and cripple the business. Both factors create significant risk. The industry is forecast to grow well, and Sabre’s recent performance illustrates this. Management’s strategy should deliver value, making FY25F a very important year for its future. SABR is heavily undervalued, with the potential to generate its entire market cap in FCF in the next 5 years. The issue is the risk associated with margin improvement and economic conditions. We suggest investors remain patient and monitor Q1’25 for how growth and margins progress. Are economic conditions weighing on demand? Is EBITDA-M moving toward 15%? Read the full article on Seeking Alpha
분석 기사 Mar 11

Sabre Corporation (NASDAQ:SABR) Not Doing Enough For Some Investors As Its Shares Slump 49%

Sabre Corporation ( NASDAQ:SABR ) shareholders that were waiting for something to happen have been dealt a blow with a...

매출 및 비용 세부 내역

Sabre가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:SABR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,829-242540690
31 Dec 252,771-255535690
30 Sep 252,749-228551707
30 Jun 252,725-339544728
31 Mar 252,733-208569754
31 Dec 242,745-272569781
30 Sep 242,787-297565828
30 Jun 242,836-446582882
31 Mar 242,879-506598967
31 Dec 232,642-491581951
30 Sep 232,852-6106301,071
30 Jun 232,775-5396401,101
31 Mar 232,695-6026341,094
31 Dec 222,537-4566391,096
30 Sep 222,406-4806541,094
30 Jun 222,184-5816461,090
31 Mar 221,946-6406301,074
31 Dec 211,689-9485991,053
30 Sep 211,502-1,0895781,051
30 Jun 211,339-1,1575611,057
31 Mar 211,003-1,3484951,047
31 Dec 201,334-1,2935881,157
30 Sep 201,962-9506071,173
30 Jun 202,668-5776251,862
31 Mar 203,585-1086881,611
31 Dec 193,9751606251,285
30 Sep 193,957235559964
30 Jun 193,9442405330
31 Mar 193,9283055110
31 Dec 183,8673365441,099
30 Sep 183,8253325040
30 Jun 183,7553545120
31 Mar 183,6722575230
31 Dec 173,5982445340
30 Sep 173,5461935580
30 Jun 173,4851425720
31 Mar 173,4292225820
31 Dec 163,3732375790
30 Sep 163,3022365700
30 Jun 163,2483175610
31 Mar 163,1102745370
31 Dec 152,9612315170
30 Sep 152,8492434830
30 Jun 152,7361614510

양질의 수익: SABR 은(는) 현재 수익성이 없습니다.

이익 마진 증가: SABR는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SABR는 수익성이 없지만 지난 5년 동안 연평균 33%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 SABR의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: SABR은 수익성이 없어 지난 해 수익 성장률을 Hospitality 업계(24.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SABR의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 22:20
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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산업 및 섹터 지표

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분석가 소스

Sabre Corporation는 17명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Georgios KertsosBerenberg
Alexander IrvingBernstein
Richard ClarkeBernstein