Amadeus IT Group, S.A.

BME:AMS Voorraadrapport

Marktkapitalisatie: €23.1b

Amadeus IT Group Inkomsten in het verleden

Verleden criteriumcontroles 3/6

Amadeus IT Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 47.1%, terwijl de Hospitality-industrie de winst zag groeien met 63% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 21%. Het rendement op eigen vermogen van Amadeus IT Group is 27.8%, en het heeft een nettomarge van 20.4%.

Belangrijke informatie

47.07%

Groei van de winst

47.39%

Groei van de winst per aandeel

Hospitality Groei van de industrie-1.85%
Inkomstengroei20.97%
Rendement op eigen vermogen27.84%
Nettomarge20.36%
Volgende winstupdate31 Jul 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate May 29

AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential

Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
Narratiefupdate May 12

Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance

Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.
Analyseartikel May 12

Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...
Narratiefupdate Apr 25

AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential

Analysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
Nieuw narratief Apr 11

Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider

Catalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Apr 09

AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential

The updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.
Narratiefupdate Mar 25

AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside

Analysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.
Narratiefupdate Mar 10

AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside

Narrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
Nieuw narratief Mar 03

Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics

Catalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Feb 24

AMS: Rebased P/E And Margins Will Support Future Upside Potential

Analysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
Nieuw narratief Feb 20

The "AI Fear" Arbitrage Opportunity

Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.
Narratiefupdate Feb 09

AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.
Narratiefupdate Jan 26

AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade

Analysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.
Narratiefupdate Jan 12

AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade

Analysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.
Analyseartikel Jan 04

Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
Analyseartikel Dec 21

With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Nov 24

Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Narratiefupdate Oct 03

Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities

Analysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.
Analyseartikel Sep 01

Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...
Analyseartikel Aug 18

Returns At Amadeus IT Group (BME:AMS) Are On The Way Up

BME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...
Analyseartikel Aug 03

Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates

Shareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...
Analyseartikel Jul 12

Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?

Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
Analyseartikel Jun 17

Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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Nieuw narratief Nov 07

Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors

Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.

Opbrengsten en kosten

Hoe Amadeus IT Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

BME:AMS Opbrengsten, kosten en inkomsten (EUR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 266,5671,33700
31 Dec 256,5171,33600
30 Sep 256,4361,35300
30 Jun 256,3491,33200
31 Mar 256,2781,29500
31 Dec 246,1421,25300
30 Sep 245,9551,26400
30 Jun 245,8021,22500
31 Mar 245,6261,16900
31 Dec 235,4411,11800
30 Sep 235,2551,02200
30 Jun 235,07892500
31 Mar 234,88084600
31 Dec 224,48666400
30 Sep 224,12746300
30 Jun 223,64926800
31 Mar 223,0913400
31 Dec 212,670-14200
30 Sep 212,334-39000
30 Jun 212,014-55900
31 Mar 211,649-83800
31 Dec 202,174-62500
30 Sep 203,041-13000
30 Jun 204,02532200
31 Mar 205,18693200
31 Dec 195,5701,11300
30 Sep 195,4811,05500
30 Jun 195,2851,02300
31 Mar 195,1121,01300
31 Dec 184,9361,00200
30 Sep 184,7991,06100
30 Jun 184,7361,04700
31 Mar 184,6751,02000
31 Dec 174,6371,00300
30 Sep 174,609932350
30 Jun 174,576904350
31 Mar 174,545879350
31 Dec 164,473826350
30 Sep 164,33478800
30 Jun 164,21174300
31 Mar 164,04369900
31 Dec 153,91368400
30 Sep 153,797678400
30 Jun 153,664666400

Kwaliteitswinsten: AMS heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (20.4%) AMS } zijn lager dan vorig jaar (20.6%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: AMS is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 47.1% per jaar laten groeien.

Versnelling van de groei: De winstgroei van AMS over het afgelopen jaar ( 3.3% ) ligt onder het 5-jarig gemiddelde ( 47.1% per jaar).

Winst versus industrie: De winstgroei AMS over het afgelopen jaar ( 3.3% ) overtrof de Hospitality -sector 16.8%.


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 27.8% ) van AMS wordt als hoog 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)
Bedrijfsanalyse2026/05/31 11:01
Aandelenkoers aan het einde van de dag2026/05/29 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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

Amadeus IT Group, S.A. wordt gevolgd door 34 analisten. 20 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
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander
Sven MerktBarclays