WiseTech Global Limited

ASX:WTC Voorraadrapport

Marktkapitalisatie: AU$12.7b

WiseTech Global Inkomsten in het verleden

Verleden criteriumcontroles 1/6

WiseTech Global heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 14.6%, terwijl de Software-industrie de winst zag groeien met 14.6% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 20.7%. Het rendement op eigen vermogen van WiseTech Global is 8.9%, en het heeft een nettomarge van 15.2%.

Belangrijke informatie

14.60%

Groei van de winst

14.02%

Groei van de winst per aandeel

Software Groei van de industrie22.05%
Inkomstengroei20.69%
Rendement op eigen vermogen8.92%
Nettomarge15.18%
Volgende winstupdate26 Aug 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate Jun 05

WTC: AI Restructuring And Reaffirmed 2026 Guidance Will Support Share Recovery

Analysts have reduced their WiseTech Global price target to about A$74.50 from roughly A$91.60, citing slightly softer revenue growth assumptions, a marginally higher discount rate, tighter profit margin expectations and a lower future P/E multiple in their valuation work. Analyst Commentary Recent research on WiseTech Global highlights a mix of optimism about the company’s long term growth potential and caution around valuation and execution risk, which helps frame the reduced A$74.50 price target.
Narratiefupdate May 03

WTC: Higher Margin Outlook And Cash Generation Will Support Future Confidence

Analysts have trimmed the WiseTech Global price target by about A$10.60 to reflect updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on WiseTech Global points to a cluster of bullish views, with several firms reassessing valuation frameworks and risk rewards at current levels.
Narratiefupdate Apr 18

WTC: Execution And Integration Discipline Will Shape Future Earnings And Dividend Outcomes

Analysts have reduced their WiseTech Global price target to about A$47.52 from roughly A$56.40, reflecting updated views on growth, margins and valuation multiples. Analyst Commentary Recent revisions to WiseTech Global price targets highlight a more cautious tone from some bearish analysts, even as interest in the broader logistics and software space continues.
Narratiefupdate Apr 04

WTC: Reaffirmed 2026 Revenue Guidance Will Support Long-Term Share Price Appreciation

Analysts have reduced their fair value estimate for WiseTech Global from about A$107.32 to A$91.59, citing more moderate revenue growth assumptions and a slightly higher discount rate. These factors are partly offset by a small increase in expected profit margins and a lower future P/E multiple.
Narratiefupdate Mar 21

WTC: Higher Margin Outlook And Dividend Guidance Will Support Future Confidence

Analysts have slightly adjusted their WiseTech Global fair value estimate from A$135.97 to A$135.45, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on other listed companies shows several bullish price target revisions, which can be a useful reference point when thinking about how analysts might frame a company like WiseTech Global.
Narratiefupdate Mar 07

WTC: Revised Assumptions Will Shape Future Profitability And Dividend Expectations

Analysts have revised their WiseTech Global price target to A$56.40 from A$73.68, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. Analyst Commentary Recent revisions to WiseTech Global's price target highlight a more cautious tone from some bearish analysts, who are rethinking how much they are willing to pay for the company given updated assumptions around growth, profitability and valuation multiples.
Narratiefupdate Feb 20

WTC: Higher Fair Value And Investor Day Access Will Support Future Confidence

The analyst fair value estimate for WiseTech Global has moved from A$131.14 to A$135.97. Analysts point to updated assumptions for revenue growth, profit margins and a higher future P/E as key drivers of the change.
Analyseartikel Feb 12

WiseTech Global Limited (ASX:WTC) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless

WiseTech Global Limited ( ASX:WTC ) shareholders that were waiting for something to happen have been dealt a blow with...
Narratiefupdate Feb 06

WTC: Future Execution And Investor Day Insights Will Support Bullish Earnings Confidence

Narrative Update on WiseTech Global The updated analyst price target for WiseTech Global has shifted from A$168.58 to A$131.14, as analysts reassessed their fair value assumptions alongside changes in discount rate, revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent external research items reference adjustments to WisdomTree price targets rather than WiseTech Global specifically.
Narratiefupdate Jan 23

WTC: Analyst Day Priorities Will Support Higher Long Term Profitability Expectations

Analysts have nudged their fair value estimate for WiseTech Global slightly higher to A$73.68 from A$73.09, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples. What's in the News WiseTech Global has scheduled an Analyst/Investor Day, focused on outlining key priorities for the business and its longer term direction (Key Developments).
Narratiefupdate Jan 09

WTC: Analyst Day Insights Will Support Long-Term Share Price Appreciation

Analysts have trimmed their fair value estimate for WiseTech Global to A$107.32 from A$113.39, reflecting slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News WiseTech Global has scheduled an Analyst and Investor Day for 27 November 2025, classified as an Analyst/Investor Day event.
Narratiefupdate Dec 15

WTC: Market Outlook Will Balance Higher Risk Assumptions With Stronger Profitability Expectations

Analysts have trimmed their price target on WiseTech Global by approximately A$9 per share. This reflects slightly higher discount rate assumptions, a modestly lower long term revenue growth outlook, and a more conservative future price to earnings multiple, partly offset by a marginally stronger expected profit margin.
Analyseartikel Dec 11

Is WiseTech Global (ASX:WTC) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Narratiefupdate Dec 01

WTC: Long-Term Asset Expansion Will Support Share Price Appreciation

Analysts have lowered their price target for WiseTech Global from $119.24 to $113.39, citing slightly slower expected revenue growth and modestly reduced profit margins in their updated outlook. Analyst Commentary Analysts have delivered a mixed outlook on WiseTech Global following their latest research updates, with viewpoints on both upside potential and existing risks guiding recent price target revisions.
Narratiefupdate Nov 17

WTC: Revenue Model Shift Will Drive Opportunity Despite Adoption Uncertainty

The analyst consensus price target for WiseTech Global has been adjusted slightly higher, increasing from A$119.12 to A$119.24. Analysts are weighing ongoing uncertainty regarding the company’s product adoption and evolving revenue model.
Narratiefupdate Nov 03

WTC: Ongoing Revenue Model Transition Will Drive Long-Term Opportunity

WiseTech Global’s analyst price target has been reduced marginally from A$119.68 to A$119.12. This adjustment reflects analysts’ caution amid ongoing uncertainties about new product adoption and changes to the company’s revenue model.
Analyseartikel Oct 29

Is It Too Late To Consider Buying WiseTech Global Limited (ASX:WTC)?

Let's talk about the popular WiseTech Global Limited ( ASX:WTC ). The company's shares saw significant share price...
Narratiefupdate Oct 20

Unified Model And E2open Integration Will Expand Global Supply Chain

WiseTech Global's analyst price target has been reduced from A$130 to A$120. Analysts cite increased uncertainty around future product adoption and a shift to a new transaction-only revenue model.
Narratiefupdate Oct 05

Unified Model And E2open Integration Will Expand Global Supply Chain

WiseTech Global’s analyst price target has been lowered from A$130 to A$120. This reflects a cautious outlook as analysts point to uncertainty around product adoption and a shift to a transaction-only revenue model.
Narratiefupdate Aug 28

Unified Model And E2open Integration Will Expand Global Supply Chain

Analysts have lowered WiseTech Global’s price target, primarily reflecting a sharp increase in its forward P/E and a slowdown in consensus revenue growth forecasts, resulting in a revised fair value of A$122.56. What's in the News RBC Capital downgraded WiseTech to Sector Perform from Outperform, lowering the price target to A$120 (from A$130), citing uncertainty around fiscal 2026 outlook, adoption of new products, and the transition to a transaction-only revenue model (Periodicals).
Analyseartikel Aug 18

Should You Be Adding WiseTech Global (ASX:WTC) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Jul 17

The Return Trends At WiseTech Global (ASX:WTC) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Jun 30

WiseTech Global (ASX:WTC) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nieuw narratief Feb 09

Adoption Of CargoWise Next And Breakthrough Products Will Expand Market Reach And Efficiency

Innovative products and major partnerships drive WiseTech Global's market penetration and revenue growth, enhancing operational efficiency and margins.

Opbrengsten en kosten

Hoe WiseTech Global geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

ASX:WTC Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 251,070162250249
30 Sep 25924182206217
30 Jun 25779201162185
31 Mar 25758201157186
31 Dec 24738202151186
30 Sep 24711187152177
30 Jun 24684172152168
31 Mar 24648158147156
31 Dec 23626147145148
30 Sep 23569140128132
30 Jun 23544141118124
31 Mar 23517147111115
31 Dec 22497154105107
30 Sep 224351359496
30 Jun 224361349699
31 Mar 22442126103103
31 Dec 2139910310096
30 Sep 213829010194
30 Jun 213818110797
31 Mar 213689610998
31 Dec 2035611211199
30 Sep 2031911010587
30 Jun 2029611110380
31 Mar 20254778765
31 Dec 19279649467
30 Sep 19252498361
30 Jun 19245387959
31 Mar 19225367055
31 Dec 18201346049
30 Sep 18183325545
30 Jun 18164304940
31 Mar 18153284736
31 Dec 17137264532
30 Sep 17129254230
30 Jun 17118243827
31 Mar 17107173427
31 Dec 1690102925
30 Sep 168763025
30 Jun 167722823
31 Mar 167342821
31 Dec 156362518
30 Sep 155562116
30 Jun 155481915

Kwaliteitswinsten: WTC heeft een grote eenmalige verlies van $75.6M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: De huidige netto winstmarges (15.2%) WTC } zijn lager dan vorig jaar (27.3%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van WTC is de afgelopen 5 jaar met 14.6% per jaar gegroeid.

Versnelling van de groei: De winstgroei WTC is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: WTC had het afgelopen jaar een negatieve winstgroei ( -19.4% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Software ( 10.5% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 8.9% ) van WTC wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/10 05:03
Aandelenkoers aan het einde van de dag2026/06/10 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

WiseTech Global Limited wordt gevolgd door 28 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Aryan NoroziBarrenjoey Markets Pty Limited
Matthew RyanBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited