TPI Composites Toekomstige groei
Future criteriumcontroles 0/6
Momenteel beschikken we niet over voldoende analisten om de groei en omzet voor TPI Composites te voorspellen.
Belangrijke informatie
n/a
Groei van de winst
n/a
Groei van de winst per aandeel
| Electrical winstgroei | 18.7% |
| Inkomstengroei | n/a |
| Toekomstig rendement op eigen vermogen | n/a |
| Dekking van analisten | None |
| Laatst bijgewerkt | n/a |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Aug 29
Next Generation Blade Production Will Redefine Industry Standards
The significant reduction in TPI Composites’ future P/E ratio, despite steady revenue growth forecasts, has driven a downward revision of the consensus analyst price target from $2.55 to $2.08. What's in the News TPI Composites and its 21 affiliates filed for Chapter 11 bankruptcy reorganization, listing assets between $500 million and $1 billion, and liabilities between $1 billion and $10 billion, with Weil, Gotshal & Manges LLP as legal counsel and Alvarez & Marsal, Jefferies LLC, and Kroll Restructuring Administration as advisors.Narratiefupdate • Aug 15
Next Generation Blade Production Will Redefine Industry Standards
With no change in the company’s future P/E ratio or consensus revenue growth forecasts, TPI Composites’ analyst price target remains steady at $2.55. What's in the News TPI Composites, Inc.
Nieuw narratief • Apr 26
Next Generation Blade Production Will Redefine Industry Standards
Portfolio restructuring and next-gen blade transition are set to improve operational performance, enhancing earnings and profitability.Seeking Alpha • Oct 17
TPI Composites: High Potential Return Undermined By Multiple Risks
Summary TPI Composites faces revenue contraction and liquidity challenges due to regulatory uncertainty and macroeconomic pressures, but management projects improvement starting in H2 FY24 and FY25. The company’s restructuring aims to enhance production quality and efficiency, targeting a 90% utilization rate and $100m adjusted EBITDA in FY25. High revenue concentration and competition from Chinese manufacturers pose significant risks, potentially impacting TPIC’s financial stability and market share. Despite potential for a 30% return, I assign a “hold” rating due to financial instability and competitive pressures, awaiting clearer evidence of recovery. Read the full article on Seeking AlphaAnalyseartikel • Oct 09
TPI Composites, Inc. (NASDAQ:TPIC) Soars 25% But It's A Story Of Risk Vs Reward
The TPI Composites, Inc. ( NASDAQ:TPIC ) share price has done very well over the last month, posting an excellent gain...Analyseartikel • Jun 30
TPI Composites, Inc. (NASDAQ:TPIC) Not Doing Enough For Some Investors As Its Shares Slump 27%
TPI Composites, Inc. ( NASDAQ:TPIC ) shares have retraced a considerable 27% in the last month, reversing a fair amount...Seeking Alpha • Jun 30
TPI Composites Could Be A Bad Idea
Summary Previous article aimed to predict business recovery, but price dropped 30% shortly after publication. TPI Composites hit low of $1.63 in November 2023, but recovered up to $4.5-5.5 since then leaving investors asking "What's next?" The current situation for TPI Composites remains very risky, potential for turnaround is uncertain. However, there are some tips about handling this stock. The bigger picture can actually play a big part in the future of this story. Read the full article on Seeking AlphaAnalyseartikel • May 29
What Does TPI Composites, Inc.'s (NASDAQ:TPIC) Share Price Indicate?
While TPI Composites, Inc. ( NASDAQ:TPIC ) might not have the largest market cap around , it saw a significant share...Analyseartikel • May 05
Analysts Have Made A Financial Statement On TPI Composites, Inc.'s (NASDAQ:TPIC) First-Quarter Report
TPI Composites, Inc. ( NASDAQ:TPIC ) just released its latest first-quarter report and things are not looking great...Analyseartikel • May 03
Improved Revenues Required Before TPI Composites, Inc. (NASDAQ:TPIC) Stock's 33% Jump Looks Justified
The TPI Composites, Inc. ( NASDAQ:TPIC ) share price has done very well over the last month, posting an excellent gain...Seeking Alpha • Feb 26
TPI Composites: Turnaround Is In Sight (Rating Upgrade)
Summary TPI Composites, Inc.'s actual revenue and EBITDA for the recent quarter were below expectations, even though its Q4 2023 headline earnings benefited from a non-operating gain. But the company is poised for a turnaround in 2024 and 2025, considering its guidance and management commentary. I raise my rating for TPI Composites to a Buy, taking into account its FY 2024-2025 financial prospects, and the stock's valuations as compared to history and peers. Read the full article on Seeking AlphaAnalyseartikel • Feb 25
TPI Composites, Inc. (NASDAQ:TPIC) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
As you might know, TPI Composites, Inc. ( NASDAQ:TPIC ) recently reported its yearly numbers. Revenues of US$1.5b came...Analyseartikel • Dec 23
TPI Composites, Inc. (NASDAQ:TPIC) Surges 80% Yet Its Low P/S Is No Reason For Excitement
TPI Composites, Inc. ( NASDAQ:TPIC ) shares have had a really impressive month, gaining 80% after a shaky period...Analyseartikel • Nov 10
TPI Composites, Inc. (NASDAQ:TPIC) Analysts Just Slashed Next Year's Estimates
Today is shaping up negative for TPI Composites, Inc. ( NASDAQ:TPIC ) shareholders, with the analysts delivering a...Analyseartikel • Aug 21
Would TPI Composites (NASDAQ:TPIC) Be Better Off With Less Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Jan 12
Is TPI Composites (NASDAQ:TPIC) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Sep 16
TPI Composites: Massive Incoming Revenue And Cash Flow
Summary TPI Composites manufactures composite wind blades for the wind energy market. Management noted $2.7 billion in revenue from existing contracts through 2024. The current market capitalization does not exceed $670 million. I don’t think most market participants are fully aware of the FCF acceleration that is coming from 2023. Recently, TPI Composites (TPIC) discussed large agreements with potential revenue of $2.7 billion, and lowered its expected 2022 capex. I believe that most investors are not fully aware of the TPI's implied valuation. Under my discounted cash flow model with conservative assumptions, TPI Composites could be worth around $22 per share. Yes, I dislike the concentration of clients and potential changes in demand that is typical in the industry. With that, in my opinion, the current stock valuation is too low. TPI Composites: Significant Incoming Revenue Headquartered in Scottsdale, Arizona, TPI Composites manufactures composite wind blades for the wind energy market. We are talking about a globally diversified business model with facilities throughout the U.S., China, Mexico, Turkey, and India along with development centers in Denmark and Germany. The most remarkable slide from the quarterly presentation is shown below. Management noted $2.7 billion in revenue from existing contracts through 2024. If we take into account that the current market capitalization does not exceed $670 million, TPI Composites becomes an interesting object of study. Presentation Besides, it is worth noting that TPI Composites expects 2022 to offer 80%-85% utilization and lower capital expenditures than initially expected. If things continue in the same direction, lower capex and more utilization will likely bring free cash flow up. Presentation Beneficial Analysts Expectations And Positive Free Cash Flow Expected From 2023 Analysts expect TPI Composites to deliver 9% sales growth in 2023 and double digit sales growth in 2024. The median sales growth is expected to be close to 7% for TPI Composites, which I believe is impressive given the sector in which TPI operates. Marketscreener.com It is also worth noting that the company's EBITDA is expected to increase to up to 7% in 2024. Analysts also expect positive net income from 2024 and positive free cash flow from 2023. In my opinion, as soon as more investors notice the incoming results, the demand for the stock will likely increase. Marketscreener.com Balance Sheet: Almost No Debt As of June 30, 2022, TPI Composites reported cash worth $155.2 million, total assets worth $981 million, and $586 million in total liabilities. In my view, the current balance sheet proves that the company's financial situation is in good shape. 10-Q The total amount of debt is small. Hence, investors will not have to worry about increases in the interest rates in the market. The company's net debt is negative, equal to -$92 million. Besides, in my view, TPI could receive debt financing if necessary. 10-Q Presentation My Base Case Scenario Implied A Valuation Of $22.3 Per Share TPI Composites is overall well positioned to benefit from the decarbonization of the electric sector. The U.S. and Europe are also enforcing demand for wind energy. In my view, if clients receive financing from governments, TPI's revenue will likely trend up. We expect global demand for renewable energy, and wind energy in particular, will continue to grow in the long term due to a multitude of factors, including: increased cost competitiveness of wind energy compared to fossil fuel generated electricity; increased demand from corporations and utility providers for renewable energy; and recent international policy initiatives designed to promote the growth of renewable energy. Source: 10-k Besides, I believe that further wind and transportation supply agreements and sufficient communication about the agreements already signed will bring stock demand. In the last 10-k, the company noted agreements worth $3.5 billion through the end of 2024: As of February 24, 2022, our wind and transportation supply agreements provide for minimum aggregate volume commitments from our customers of approximately $2.2 billion and encourage our customers to purchase additional volume up to, in the aggregate, a total contract value of approximately $3.5 billion through the end of 2024. Source: 10-k Finally, under this scenario, I would also expect further investments in the growing offshore wind market, perhaps some acquisitions, and more partnerships. In my view, bankers would most likely support any acquisitions considering the current balance sheet. Leverage our footprint in large and growing wind markets, capitalize on the continuing outsourcing trend, evaluate building wind blades for the growing offshore wind market and evaluate strategic acquisitions. Source: 10-k Under conservative conditions, I believe that a median sales growth of 7% from 2024 to 2033 would make sense. I also assumed an EBITDA margin of around 7%-5.2% with an operating margin around 2%. The results include free cash flow ranging from $24 million to $62 million and FCF/Sales around 1.7%. Arie's DCF Model In my opinion, most investors out there would be using a discount close to 9.4% for TPI Composites. I would not be very different. I also assumed an exit multiple of 10x EBITDA, which is close to the median in the industry and lower than the TPI's current EV/EBITDA multiple. With these numbers, I obtained an equity valuation of $833 million and an equity per share of $22.3. Arie's DCF Model Worst Case Scenario In my view, investors need to be prepared for changes in demand, which is typical in the wind industry. Changes in the oil price, the price of energy, or environmental law changes could bring TPI's revenue and FCF/Sales margin down. The company did discuss some of these risks in the past: We currently expect to have manufacturing lines in transition during 2022 which could adversely affect our revenue and profitability in 2022. We typically share transition costs with the customer in connection with these changing customer demands, but any sharing is usually the subject of negotiation and the amount is not always contractually defined. Source: 10-kAnalyseartikel • Aug 03
Is TPI Composites (NASDAQ:TPIC) Weighed On By Its Debt Load?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • May 23
TPI Composites - Down But Not Out
Revenue, gross profit, and adjusted EBITDA decreased by 4.9%, 122.4% and 53.4%, respectively. Despite this poor performance, I believe the next few quarters will demonstrate improved efficiency and better numbers. Management guided for a 40-50% improvement in margins and a 15-20% increase in manufacturing utilization rates. TPI Composites’ shares are down 82.7% from their February 2021 all-time high. However, the stock is only down 6.45% in 2022 compared to the S&P 500’s 18.66% decline. TPI Composites trades at a price to full-year sales ratio of less than 0.3. Given the potential for earnings improvement and revenue growth, is TPI Composites undervalued?Seeking Alpha • Apr 17
Circling Back On TPI Composites
Today, we circle back on TPI Composites, which produces composite wind blades for wind turbine manufacturers across the globe, for the first time since 2019. The company and shares saw considerable headwinds in 2021 even as the manufacturing concern boasts a significant order backlog and solid balance sheet. Four insiders bought over $1.5 million worth of shares late in 2021. Can the shares rebound in FY2022? A full investment analysis follows in the paragraphs below.Analyseartikel • Feb 23
What Is TPI Composites, Inc.'s (NASDAQ:TPIC) Share Price Doing?
While TPI Composites, Inc. ( NASDAQ:TPIC ) might not be the most widely known stock at the moment, it received a lot of...Seeking Alpha • Dec 15
TPI Composites : Good Play In Wind Energy, Despite Operational Challenges
Finally, TPIC reported its Q3 financial results defined by several operational challenges that highly pressured financials and TPIC’s stock has fallen significantly after the announcement. In my opinion, the company maintains a positive long-term outlook and perspectives, poor performance will likely keep shares highly volatile and limit upside. The TPIC stock has underperformed all year against near-term headwinds for the broader wind market including supply chain disruptions and weaker deployments forecasts.In dit gedeelte presenteren we gewoonlijk prognoses voor de omzet- en winstgroei op basis van de consensusramingen van professionele analisten om beleggers te helpen begrijpen in hoeverre het bedrijf in staat is winst te genereren. Maar omdat TPI Composites onvoldoende gegevens uit het verleden heeft verstrekt en geen analistenprognose heeft, kan de toekomstige winst niet betrouwbaar worden berekend door gegevens uit het verleden te extrapoleren of analistenprognoses te gebruiken.
Dit is een vrij zeldzame situatie, aangezien 97% van de bedrijven die worden gedekt door SimplyWall St wel financiële gegevens uit het verleden hebben.
Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2025 | 918 | -324 | -141 | -126 | N/A |
| 9/30/2025 | 1,380 | -267 | -45 | -27 | N/A |
| 6/30/2025 | 1,405 | -195 | 46 | 67 | N/A |
| 3/31/2025 | 1,373 | -198 | 32 | 56 | N/A |
| 12/31/2024 | 890 | -223 | -14 | 12 | N/A |
| 9/30/2024 | 958 | -158 | -112 | -70 | N/A |
| 6/30/2024 | 1,069 | -157 | -127 | -83 | N/A |
| 3/31/2024 | 1,333 | -164 | -77 | -36 | N/A |
| 12/31/2023 | 864 | -189 | -117 | -81 | N/A |
| 9/30/2023 | 1,540 | -184 | -86 | -63 | N/A |
| 6/30/2023 | 1,555 | -163 | -95 | -77 | N/A |
| 3/31/2023 | 1,573 | -114 | -82 | -65 | N/A |
| 12/31/2022 | 1,479 | -76 | -81 | -62 | N/A |
| 9/30/2022 | 1,250 | -162 | -101 | -82 | N/A |
| 6/30/2022 | 1,345 | -171 | -100 | -81 | N/A |
| 3/31/2022 | 1,411 | -186 | -137 | -113 | N/A |
| 12/31/2021 | 1,472 | -162 | -63 | -26 | N/A |
| 9/30/2021 | 1,809 | -67 | -67 | -25 | N/A |
| 6/30/2021 | 1,803 | 6 | 11 | 61 | N/A |
| 3/31/2021 | 1,718 | -20 | -16 | 42 | N/A |
| 12/31/2020 | 1,143 | -85 | -28 | 38 | N/A |
| 9/30/2020 | 1,627 | -25 | -41 | 28 | N/A |
| 6/30/2020 | 1,536 | -72 | -47 | 32 | N/A |
| 3/31/2020 | 1,493 | -4 | -11 | 72 | N/A |
| 12/31/2019 | 1,437 | -16 | -17 | 57 | N/A |
| 9/30/2019 | 1,304 | -24 | N/A | 42 | N/A |
| 6/30/2019 | 1,176 | -10 | N/A | -7 | N/A |
| 3/31/2019 | 1,075 | -15 | N/A | -12 | N/A |
| 12/31/2018 | 1,030 | 5 | N/A | -3 | N/A |
| 9/30/2018 | 993 | 16 | N/A | 48 | N/A |
| 6/30/2018 | 992 | 29 | N/A | 51 | N/A |
| 3/31/2018 | 1,001 | 42 | N/A | 62 | N/A |
| 12/31/2017 | 955 | 39 | N/A | 75 | N/A |
| 9/30/2017 | 887 | 34 | N/A | 69 | N/A |
| 6/30/2017 | 833 | 15 | N/A | 70 | N/A |
| 3/31/2017 | 787 | 14 | N/A | 65 | N/A |
| 12/31/2016 | 769 | 22 | N/A | 60 | N/A |
| 9/30/2016 | 748 | 20 | N/A | 56 | N/A |
| 6/30/2016 | 711 | 13 | N/A | 41 | N/A |
| 3/31/2016 | 666 | 6 | N/A | 29 | N/A |
| 12/31/2015 | 586 | -2 | N/A | 31 | N/A |
| 9/30/2015 | 511 | -13 | N/A | 5 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: Er zijn onvoldoende gegevens om te bepalen of de verwachte winstgroei van TPIC.Q boven de spaarquote ( 3.5% ) ligt.
Winst versus markt: Er zijn onvoldoende gegevens om te bepalen of de winst van TPIC.Q naar verwachting sneller zal groeien dan de markt US
Hoge groeiwinsten: Er zijn onvoldoende gegevens om te bepalen of de winst van TPIC.Q naar verwachting de komende 3 jaar aanzienlijk zal groeien.
Omzet versus markt: Er zijn onvoldoende gegevens om te bepalen of de omzet van TPIC.Q naar verwachting sneller zal groeien dan de markt US.
Hoge groei-inkomsten: Er zijn onvoldoende gegevens om te bepalen of de omzet van TPIC.Q naar verwachting sneller zal groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van TPIC.Q naar verwachting over 3 jaar hoog zal zijn
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/26 23:43 |
| Aandelenkoers aan het einde van de dag | 2026/05/26 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
TPI Composites, Inc. wordt gevolgd door 8 analisten. 0 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.
| Analist | Instelling |
|---|---|
| Jonathan Windham | Barclays |
| Kenneth Herbert | Canaccord Genuity |
| Joseph Osha | Citizens JMP Securities, LLC |