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Azul 배당 및 자사주 매입
배당 기준 점검 0/6
Azul 배당금을 지급한 기록이 없습니다.
핵심 정보
n/a
배당 수익률
-0.7%
자사주 매입 수익률
| 총 주주 수익률 | -0.7% |
| 미래 배당 수익률 | n/a |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | n/a |
최근 배당 및 자사주 매입 업데이트
업데이트 없음
Recent updates
Seeking Alpha • May 23
Azul: It Looked Like Rock Bottom, But There Was Another Level Down (Rating Downgrade)
Summary Azul’s debt restructuring efforts failed to address liquidity issues despite capital raises and debt-for-equity swaps. A ~62% capital dilution left investors disappointed, increasing financial uncertainty for the company. Demand for AZUL’s follow-on offering was lower than expected, reflecting weak investor confidence. Leverage reduction was minimal, failing to provide the expected financial stability. Ongoing financial struggles and the lack of additional funding raise the likelihood of continued liquidity struggles, complicating any potential merger with Gol. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Azul Confirmed 85% Dilution But Might Still Not Cover Interest, A Clear Pass
Summary Azul S.A.'s 85% dilution is confirmed, aligning with my prior warnings; key financial restructuring details remain undisclosed, posing significant valuation challenges. Despite strong operational performance, Azul's financing issues persist, with R$30 billion in negative equity and substantial interest costs. Post-restructuring, Azul will still face R$3.7 billion in annual interest expenses, barely reduced from the current R$5.2 billion. I maintain a Hold recommendation on AZUL stock due to the high risks and lack of transparency; further clarity is expected post-1Q25 data. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Azul's Restructuring Misses Key Details And May Come With Massive Dilution
Summary Azul has been on a (downward) rollercoaster for the past few months. AZUL announced several debt restructuring agreements, for as much as $1.3 billion, plus $500 million in new financing, and a potential (non-binding) combination with its competitor Gol. Although these developments seem promising on first inspection, I will explain in this article that Azul shareholders face enormous uncertainty and massive dilution risk, of as much as 85%. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
Azul: I Was Wrong, From Strong Buy To Sell (Rating Downgrade)
Summary Azul faces significant challenges due to heavy leverage, resulting in high interest payments and substantial shareholder dilution from debt-to-equity swaps. Despite strong operational performance and earnings, the restructuring process dilutes shareholders by approximately 70%, significantly impacting potential upside. The weakening Brazilian Real exacerbates financial difficulties, making dollar-denominated obligations harder to meet and adding pressure on Azul's restructuring efforts. Given the complex and aggressive nature of the restructuring, I recommend selling Azul stock until there is more clarity on the capital and debt structure. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
Azul's Pressures Are Mounting Despite Government Support
Summary Azul's 2Q24 includes negative one-time events, including BRL depreciation and RGS floods, leading to pre-FX losses of BRL 800 million. Despite good operating and EBITDA margins, Azul's high debt costs and inability to cover interest payments make it fundamentally unprofitable. The company's negative equity of BRL 26 billion and inability to cover its cost of capital underscore its dire financial position. Without extreme changes to its financing structure, AZUL is likely headed for financial trouble, making it impossible to recommend as an investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
Azul: FX Challenges And Debt Restructuring Concerns Make It A Stock To Avoid
Summary Azul S.A. faces significant challenges, including high leverage, currency devaluation, and operational disruptions, leading to a massive value drop. The company's debt renegotiation efforts and potential dilution of shares are critical to its financial health and market perception. Talks of a merger with Gol could offer a turnaround but remain speculative. Despite its low valuation, dollar-denominated costs and revenues in a persistently weak local currency should maintain a bearish outlook. Read the full article on Seeking AlphaSeeking Alpha • Aug 10
Azul: Pricing Power Provides Inflexion Point
Summary Azul´s stock is pricing a distressed balance sheet with the risk of dilutive capital increase or a Chapter 11 event. However, a combination of solid demand, productivity, and pricing power can provide Azul with free cash flow and debt relief. The stock is a high-risk and high-reward or speculative situation, if it can deliver on free cash flow the stock has multiples to gain. I assume a 10% capacity and 4% airfare increase to reach a 30% EBITDA margin and US$177m in FCF in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
Azul: Preparing For Takeoff
Summary Azul presented good operational trends in its 1Q24 results. It is worth remembering that the airline sector was the most affected by the pandemic and has not yet fully recovered. Another highlight of 1Q24 was the codeshare agreement with competitor GOL, and in my view, this agreement will enhance the company's business model. The valuation shows a 15% discount for Azul compared to its peers when we use the comparative analysis method with the EV/EBITDA multiple. Read the full article on Seeking AlphaSeeking Alpha • Apr 04
Azul Is Still A Hold Despite The Lower Price And Gol's Bankruptcy
Summary Azul, one of the main Brazilian airlines, has posted strong Q4 and FY23 results, with revenues surpassing FY19 levels and achieving close to a 15% operating margin. The bankruptcy of competitor Gol is unlikely to lead to lower competition for Azul and better profitability. Instead, competition is expected to increase, leading to a decrease in Azul's current high margins. Azul's viability is questionable due to its high debt, lease payments, and the need to generate significant EBITDA to break even. The company's profitability and viability are fundamentally questioned by industry characteristics. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Fundamentals Do Not Justify Azul's Discount To Gol
Summary Azul's margins have benefited from jet fuel prices decreasing 30% YoY in Brazil. However, this trend reverted in 3Q23. The company has been moderately successful in recapitalizing via issuing equity at premiums and renegotiating debt and leases. Some terms are yet to be disclosed. I do not find Azul attractive for long-term buyers, however, the company presents a significant valuation discount to its competitor Gol, despite no fundamental reasons to back it. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Azul Stock: Still A Strong Buy But Watch Oil Prices And Macroeconomics
Summary Azul stock has outperformed the broader market, gaining 42% since May compared to a 10% gain for markets. Azul's Q3 2023 financial results showed growth in total revenues, driven by passenger and cargo revenues and a lower fuel bill. The airline has manageable debt and several growth drivers, but risks include macroeconomic factors, pricing strength and competition on routes. Read the full article on Seeking AlphaSeeking Alpha • Aug 31
Azul Stock Offers Major Upside
Summary Azul's Q2 profit jumps on lower fuel costs, leading to a tripled operating result and an 88% increase in EBITDA. The airline is making significant strides in deleveraging, targeting a 3.5x leverage by 2023 and 3x by 2024. Azul expects V-shaped growth, with a projected 70% increase in EBITDA in 2023 and results exceeding pre-pandemic levels by almost 50%. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
How To Play Azul's 2024 Bonds At A 16% Yield To Maturity
Summary Azul, a Brazilian airline, faced challenges during the pandemic due to the lack of government subsidies and rising oil prices and exchange rates, leading to a cash flow warning in 2022. The company has undergone debt restructuring, reducing lease payments and converting debt to equity, benefiting both equity and bondholders. Investors can potentially generate a double-digit IRR by creating an arbitrage between the company's bonds and equity, as the latter has reacted more strongly to recent positive news. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Azul Is Below Prepandemic Prices, But Still Expensive
Summary AZUL is one of the two largest airlines in Brazil. The company's market cap is now below the level seen in March 2020. On the positive side, the company has been recovering profitability. However, I believe that even under optimistic assumptions, AZUL is still relatively far from a decent return on its current market cap. Under less optimistic assumptions, the company presents solvency risks. Azul (AZUL) is one of the two largest Brazilian airlines. The company specializes in the domestic market, with a diverse fleet of airplanes. I issued hold ratings on the company in December 2021 (down 52% since) and August 2022 (down 34% since). In this review I keep my hold rating, under the belief that the company is far away from being able to obtain revenues or profits that justify its current market cap, even though it trades at prices similar to those of the pandemic. On the positive side, the Brazilian market seems to have stabilized, and the company is not far away from breakeven, which removes significant solvency risks. Note: Unless otherwise stated, all information has been obtained from AZUL's filings with the SEC. Business description For a more detailed description, please visit my articles from December 2021 and August 2022. Bad industry: Airlines is not a great sector in general. High fixed costs make participants compete on volume, destroying pricing. Customers are in most cases very concerned with pricing and can spend significant time looking for cheap flights. Government regulation or cheap financing makes under-profitable competitors remain in the industry. Unless a company has a specific competitive advantage, airlines are not great. Azul has some advantages: AZUL has shown that it can charge a premium per kilometer flown compared to Gol Linhas Aereas Inteligentes S.A. (GOL) or LATAM Airlines Group S.A. (LTMAQ). The company is also the single operator in many smaller airports in the country. While GOL has a single aircraft model, AZUL uses different sizes to better adapt to Brazil's differentiated population density. Return on assets is low and financing costs high: Because the industry requires assets but it is competitive, it tends to earn a low return on those assets. If these are financed externally, they may not earn a sufficient return. This is currently AZUL's biggest problem, given that it was true before the pandemic (chart below), but even more so today, with financing costs up. Data by YCharts Brazil market is growing: Although in December 2021 I warned against the general confluence thesis that Brazil's airborne passenger traffic would match that of the developed economies, in August 2022 I posted data showing that airborne traffic was indeed increasing as a percentage of transportation against road traffic for interstate travel. This data point does not imply that Brazil's passenger traffic will match that of the developed economies, but does imply that people choose flying when possible and affordable. Recent developments Brazilian rates are burning: Although most of AZUL's debt liabilities are dollar denominated, the increase in Brazilian rates is burning the company's financial expenses. For R$1.5 billion in reais denominated debt the company is paying an effective rate of 18%, against 7.5% for R$8 billion in dollar denominated debt. The Brazilian market stabilized: Recent traffic data from November and October 2022, published by Azul, shows that domestic traffic is actually down YoY. This implies that the recovery stage after the pandemic is mostly over. Prices are recovering faster than costs: Brazil takes a long time to accommodate after a devaluation, which makes many companies lose margins if they import some of their inputs. For example, AZUL's yield per kilometer flown was the same in 2017 as in 2021, according to the company's fundamentals spreadsheet, yet that meant that in dollar terms, the yield was 20% lower. Costs were 20% higher in reais for the same period (both with and without fuel) Fortunately, prices are recovering fast, with the average yield per kilometer already 30% higher than one year ago (although costs also grew 18%). Valuation and solvency risk I will work with a light set of assumptions to prove that the company is still overvalued, and a stronger set of assumptions to test the company for solvency risks. The lighter set of assumptions implies Brazilian rates going down significantly, so that AZUL's Brazilian cost of debt stays around 10% (from today's 18%), and the company sustains a 30% EBITDA margin. The stronger set implies higher Brazilian rates (18% cost) and 20% EBITDA margin. Common assumptions for both models: Brazilian effective income tax rates of 35% Lease costs of R$4.2 billion per year (R$2.6 billion in the financial account, R$1.6 billion in the depreciation account). The BRLUSD exchange rate remains stable at around R$5 per $1. Dollar denominated debt of R$8 billion (paying 7.5%) and reais denominated debt of R$1.5 billion. Starting with the first set of assumptions, I test how much revenue would be needed to justify the company's current market cap of $750 million, with a return of 10% ($75 million or R$375 million). The company should earn R$576 million pretax, plus R$4.2 billion for leases and R$750 million for interest charges. That adds up to R$5.5 billion EBITDA, which divided by a 30% margin leads to about R$18.3 billion in revenues. That implies revenues 15% above the current level, annualized from 3Q22 revenues of R$4 billion. Again, the model is optimistic because it assumes lower financing costs and a high EBITDA margin. Under this same model the company should not have solvency issues, because its breakeven is at R$16.5 billion.Seeking Alpha • Dec 14
Azul: The Cash Burn Continues
Summary Azul traffic has fully recuperated from the pandemic. However, financial costs eat all operating results. Deleveraging unlikely until 2025. Valuation is highly sensitive to leverage. Summary Azul S.A (AZUL) has grown into Brazil’s top domestic airline as it expanded from low density and high fair regional markets to main line cities in the wake of key bankruptcy such as Avianca Brazil and Latam’s (OTCPK:LTMAY) Chapter 11. From a growth and margin prospect Azul looks great. However, it fails to generate earnings or positive cashflow on very high debt financing costs. Hence, despite full traffic recovery to pre pandemic levels, Azul´s equity valuation is hindered by the inability to generate free cash flow and reduce leverage. Brazil Air Traffic Market Share (Created by author with data from ANAC) Positive: Traffic and Margins Azul has fully recuperated from the pandemic with traffic at 100% the base 2019 level and reported 21% EBITDA margin in 3Q22 and guided for further gains as traffic grows and dilutes fixed costs. The company gained several slots at the key Sao Paulo domestic airport that should lead to 24% revenue growth in 2023 with solid margins as this is a high fair corporate market. As can bee seen Azul’s business model of low density and high fair regional routes has led to exceptional margins. However, Azul should see growth slow in 2024 as it exhausts the normalization rebound impact and begins to grow with the overall market at 3x Brazil GDP. Financial Summary and Estimates (Created by author with data from Azul) RPK Recuperation in Brazil vs Base 2019 (Created by author with data from Azul, Gol and Latam) Azul EBITDA Estimates (Created by author with data from Azul) Negative: Lease Debt Costs Azul has recuperated traffic faster than peers and has attained higher fleet utilization that feeds into margins. However, these great revenue and EBITDA results are not enough to produce positive earnings or free cashflow. The culprit is debt financial costs. Azul has R$23bn in total debt (including aircraft leases) for which it pays about 15% annually or R$3.8bn. This is greater than EBIT and EBITDA and effectively limits Azul’s ability to reduce debt, leverage and produce a positive equity valuation. Azul Debt and Lease Breakdown (Created by author with data from Capital IQ) A closer examination of Azul’s debt structure, one finds that about 50% of debts is in leases with a 21% annual interest rate while bonds are at 7%. Azul need to restructure its leases, which may not be an easy feat. The lease holders may impose penalties for early termination, they will also require the aircraft to be delivered with full maintenance checks that is also expensive and can drain cash flow. At the same time Azul needs to secure new aircraft to replace those exiting, which also carries high upfront costs. Ultimately the reason for the high lease rate may be due to the low residual value of the aircraft that get discounted via lease rates. Azul fleet is composed of a variety of airplanes that include Embraer E1, E2, ATR turbo props and Cessnas along with older Airbus 320's and new A320 Neo's and A350. There is no easy fix to lease costs, a capital increase to buy out leases would be the best plan but unlikely given the share price. The stated strategy is to transition to all E2 and Airbus Neo's by YE26 as presented at its recent Investor Day. Azul EBITDA vs Net Financial Exp Estimates (Created by author with data from Azul) Leverage is a risk factor Azul is unlikely to be see relevant free cashflow until 2025 despite high EBITDA growth, which keeps leverage high along with risks from oil prices or FX (exchange rate) devaluation. Airlines have a significant portion of fixed cost and exposure to USD costs (fuel, maintenance, aircraft leases, capex etc.) while airfare price elasticity is dependent on domestic purchasing power. The two vectors often collide and result in lower demand and weak margins.Seeking Alpha • Nov 09
Azul Q3 2022 Earnings Preview
Azul (NYSE:AZUL) is scheduled to announce Q3 earnings results on Thursday, November 10th, before market open. The consensus EPS Estimate is -$0.68 and the consensus Revenue Estimate is $805.49M. Over the last 3 months, EPS estimates have seen 2 upward revisions and 0 downward. Revenue estimates have seen 3 upward revisions and 2 downward.Seeking Alpha • Sep 29
Azul Airlines partners with Israel's Fetcherr for demand-pricing algorithm
Brazil's Azul Airlines (NYSE:AZUL) announced Thursday partnership with Fetcherr to pilot its demand prediction and algorithm pricing technology. Founded in 2019, Fetcherr is an Israeli company that developed a proprietary AI-powered goal-based enterprise pricing and workflow optimization system. The Brazilian airline said it has already improved performance since incorporating Fetcherr's AI-native continuous pricing optimization system into its existing revenue management processes. "We are proud to be pioneers of change by being the first airline to pilot truly innovative tech solutions," said Abhi Shah, Chief Revenue Officer at Azul Airlines. "We are excited that Fetcherr's platform will help us maximize our revenue, optimize our operations and provide a seamless, improved customer experience." AZUL stock is down 7% on Thursday to trade at $8.31.Seeking Alpha • Aug 25
Azul Airlines: Ready For Takeoff Following Impressive Q2 Results
Summary Azul Airlines Q2 results were highlighted by a strong recovery in passenger traffic levels. Positive macro data out of Brazil and a pullback in fuel prices support an outlook for improving financial trends through 2023. We are bullish on the stock which has a significant upside based on the long-term growth opportunity for the company. Azul SA (AZUL) is recognized as the largest Brazilian airline by daily flights, serving the domestic market along with an expanding number of international routes. While the entire industry was crushed during the pandemic, the past year has been defined by a strong rebound amid easing Covid restrictions and pent-up leisure travel. On the other hand, the company has not been immune to the global trend of inflationary cost pressures including high fuel prices. The stock is down about 25% in 2022 amid the broader market volatility. That being said, there are several reasons to look up and turn bullish on the stock. The first point is that energy prices have cooled off supporting an outlook for stronger earnings through the next year. We'll also note that macro data out of Brazil has been encouraging, in many ways a bright spot compared to greater uncertainties for the rest of the world. We like AZUL because it offers exposure to a high-growth segment of emerging markets with climbing air travel demand. The company is supported by overall solid operating trends which have room to improve going forward. AZUL Earnings Recap The company reported its Q2 earnings on August 11th with an adjusted net loss of BRL -2.6 billion, or approximately -$520 million at an exchange rate of BRL 5.00 per USD. The result considers financial expenses related to interest charges and FX volatility. Nevertheless, the takeaway here is the operating income of BRL 136.5 million has turned positive, reversing a loss of BRL -400 million in the period last year. Operating revenue of BRL 3.9 billion was a quarterly record for the company, climbing 130% from Q2 2021 which was impacted by the "Delta Covid wave" last year. source: company IR Azul is benefitting from a return of passenger traffic that has now exceeded 2019 pre-pandemic levels. With July data into Q3, passenger traffic is up 34% y/y. The other dynamic here is a 64% increase in the average ticket price reaching BRL 518 compared to BRL 316 in Q2 2021. The result has been a rebound in key operating metrics like the passenger revenue per available seat kilometer (PRASK) and passenger yield, both climbing by about 55% y/y. EBITDA at BRL 615 million compared to a negative -51 million in the prior year quarter tells the story of the ongoing turnaround. We mentioned high fuel prices have been a challenge with the BRL price per liter in Q2 up 33% just from Q1 and double the level from 2019. Favorably, the more recent trend into Q3 with a drop in oil price benchmarks provides some visibility for even stronger financial results going forward. Management expects to realize gains as it continues to hike the average fare alongside local market conditions. While management is not providing earnings targets, comments during the conference call projected optimism. Compared to an EBITDA margin of 15.7% in Q2, the outlook is for that to trend toward 30% over the next few years as operating conditions normalize and the company benefits from increasing capacity. With the company taking on significant debt during the pandemic, the expectation is for Azul's leverage ratio to trend lower from 6.2x in Q2 to a more stable 3x by 2024. source: company IR Is Azul a Good Long-Term Investment? There's a lot to like about Azul which has established itself as a reference point for global airlines. The company has won awards for customer service and consistency of on-time departures. An expanding fleet along with momentum from its cargo and "Azul Viagens" travel agency businesses highlight further growth opportunities. source: company IR The single most important factor supporting a positive long-term outlook for Azul comes down to the Brazilian market dynamics. While aviation travel demand has been strong, the country still lags behind other Latam emerging markets. With 2019 data as a benchmark, Brazil averaged about 0.5 flights per capita compared to 0.8 in Mexico, 0.9 in Colombia, and 1.4 in Chile. Azul explains that the potential that Brazil's aviation penetration simply converges to rates in Mexico would require nearly 2.3x the capacity growth from current levels. Azul, as a market leader with an extensive network, would be leveraged to this upside. source: company IR A bullish call on AZUL now largely requires the macro picture to cooperate including the economic conditions in Brazil. On this point, the latest data has been encouraging. Latin America's largest economy appears to be a bright spot globally with GDP growth forecasts trending higher, in contrast to Europe, Asia-Pac, and even the U.S. which have been plagued with greater uncertainties and fears of a deeper recession. Some of the indicators were looking at suggesting the labor market in Brazil is strong with the lowest unemployment rate in seven years while the domestic consumer price index has surprised to the downside in recent months. The setup here represents a positive operating tailwind for AZUL, but also some fundamental factors that should support a stronger Brazilian Real currency. Notably, the Real has appreciated around 8% in the past month based on these macro trends, bucking the theme of a stronger Dollar Index globally. This is a case where FX volatility as an underlying risk for all foreign stocks can work to the advantage of AZUL ADR investors.Seeking Alpha • Aug 08
Azul saw 34% growth in July consolidated passenger traffic levels
In its July 2022 prelim traffic numbers, Azul (NYSE:AZUL) reported a 34% Y/Y growth in consolidated passenger traffic with a capacity increase of 33.1% leading to a load factor of 82.9%, an increase of 0.6 percentage points from prior year period. Domestic load factor saw a narrow down by 1.2 percentage points while international load factor increased 15.5 percentage points. "Our strong traffic results in July are once again evidence of our competitive advantages and disciplined capacity deployment. We continue to see strong demand trends especially as we now enter into the seasonally strong spring and summer periods in Brazil," CEO John Rodgerson commented. Shares trading 1.6% higher premarket.Seeking Alpha • Jul 05
Azul hits price target cut at Goldman Sachs as stock crashes to new 12-month low
Goldman Sachs lowered its price target on Azul (NYSE:AZUL) from $15.40 to $9.90 in a research note issued on Tuesday. The Brazilian airline gets a Neutral Rating at the investment firm while the stock price struggles through the new 52-week low of $6.38 at the daily volume of 3.75M on Tuesday. That is well above the average 3-month volume of 2.56M. On June 29, 2022, Seeking Alpha Quant Rating System already issued the warning stating AZUL is at the high risk of performing badly due to decelerating momentum and inferior profitability when compared to other industrials stocks. While Wall Street analysts and SA Authors maintain a Hold rating to AZUL, SA Quant System gives a Sell. Stock is down 7% in mid-day trading session on Tuesday and has lost 73% in past-1 year. Also Read: Recession fears sweep over travel and leisure stocksSeeking Alpha • May 09
Azul: Bullish On The Future
Azul sees an extremely bullish future ahead on transformed cost structure and revenue streams. Azul missed earnings expectations due to the Omicron variant in Q1 2022. Recession fear poses the biggest risk to airlines at this point.Seeking Alpha • Mar 07
Azul: Impressive Revenue Offset By Higher Fuel Prices
Azul reported record revenue in Q4 2021, in part due to aggressive market pricing and its rapidly growing logistics arm. Operating leverage and FX stability can help cash flows, offset by spiraling fuel costs. Moody's upgraded Azul's credit rating to B3, although financial leverage remains high.Seeking Alpha • Dec 22
Azul Is Not A Buy Until Major Consolidation Occurs
Brazil's airline industry suffers from extensive over-capacity. Although Azul's operations are better than Gol's, both companies are fundamentally unprofitable. Azul also has a very similar risk of default. Other major regional airlines have already filed for bankruptcy and the sector may face consolidation. Only after consolidation occurs can investors reconsider the industry's and company's prospects.Seeking Alpha • Sep 28
Azul Looks Overvalued Based On Fundamentals
I view Azul’s business model as flawed, considering the last year in which it was profitable was 2017. The company plans to order 220 eVTOL aircraft from Lilium, which I consider to be a mistake as I view hydrogen airplanes as a more viable technology for the future. Azul’s balance sheet is in bad shape as the shareholders' equity and working capital were deep in the red as of June 2021. I’m bearish on this one and the short borrow fee rate stands at just 0.29% as of the time of writing.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 과거에 AZUL.D 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.
배당금 증가: AZUL.D 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.
배당 수익률 vs 시장
| Azul 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (AZUL.D) | n/a |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Airlines) | 1.5% |
| 분석가 예측 (AZUL.D) (최대 3년) | n/a |
주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 AZUL.D 의 배당 수익률을 평가할 수 없습니다.
고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 AZUL.D 의 배당 수익률을 평가할 수 없습니다.
주주 대상 이익 배당
수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 AZUL.D 의 지급 비율을 계산하기에는 데이터가 부족합니다.
주주 현금 배당
현금 흐름 범위: AZUL.D 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/01/22 14:57 |
| 종가 | 2026/01/02 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2024/12/31 |
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
Azul S.A.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andre Ferreira | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Carlos Palhares Sequeira | BTG Pactual |
| Lucas Marquiori | BTG Pactual |