Transurban Group Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Transurban Group kazanç ve gelirin sırasıyla yıllık 17.8% ve 3.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 17.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 26.9% olacağı tahmin edilmektedir.
Anahtar bilgiler
17.8%
Kazanç büyüme oranı
17.64%
EPS büyüme oranı
| Infrastructure kazanç büyümesi | 17.4% |
| Gelir büyüme oranı | 3.5% |
| Gelecekteki özkaynak getirisi | 26.93% |
| Analist kapsamı | Good |
| Son güncelleme | 17 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Yeni Anlatı • Jul 25
Is TCL Worth the Toll?
At A$14.245 per share, Transurban Group (ASX: TCL) appears reasonably valued based on its current cash flow and distribution guidance. Transurban generated free cash of 34.8 cents per share during the first half of FY26 and maintained full-year distribution guidance of 69 cents per share.
Anlatı Güncellemesi • Jun 24
TCL: Stable Traffic And FY26 Distributions Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group slightly to A$13.96 from A$13.97, citing updated assumptions that point to a modestly lower revenue growth outlook, a marginally higher discount rate, a marginally stronger profit margin, and a slightly lower future P/E ratio. What's in the News Transurban Group shares recently reached a new 52-week high, supported by confidence in stable toll-road income and traffic across Melbourne, Brisbane, Sydney, and North America.Analiz Makalesi • Jun 20
Transurban Group (ASX:TCL) Shares Could Be 17% Undervalued After M7 M12 Project Completion
Transurban Group (ASX:TCL) has completed the M7-M12 Integration Project in Western Sydney, opening the M7-M12 Interchange and finishing a major M7 widening that may affect future toll road traffic patterns. See our latest analysis for Transurban Group. Against this project backdrop, Transurban Group’s share price has an A$15.06 latest close, with a 30 day share price return of 5.39% and 90 day share price return of 9.53%. The 1 year total shareholder return of 8.33% sits alongside a 5 year...Anlatı Güncellemesi • Jun 09
TCL: Steady Traffic Trends And Margins Will Support A Fairly Valued Outlook
Analysts have raised their price target for Transurban Group slightly to A$13.97 from A$13.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for the month ended March 2026, based on its latest traffic update.Anlatı Güncellemesi • May 26
TCL: Steady Traffic And Margins Will Support A Fairly Valued Outlook
Analysts have trimmed their price target for Transurban Group slightly to A$13.91 from A$13.94, reflecting modest adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations. What's in the News Reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, based on monthly traffic results.Anlatı Güncellemesi • Apr 24
TCL: Traffic Resilience And Higher Margins Will Support A Fairly Valued Outlook
Analysts have slightly reduced their price target for Transurban Group by A$0.05 to A$13.94 as they factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Transurban reported Average Daily Traffic (ADT) growth of 3.6% for March 2026, giving you a recent snapshot of usage across its toll road network (company announcement).Anlatı Güncellemesi • Apr 10
TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have trimmed their price target on Transurban Group from A$14.36 to A$13.99, reflecting adjustments to fair value, discount rate, revenue growth assumptions, profit margin outlook and the future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$14.36 to A$13.99.Anlatı Güncellemesi • Feb 11
TCL: Tunnel Opening And 2025 Distribution Will Support A Fairly Valued Outlook
Analysts have maintained their A$14.36 price target for Transurban Group, citing a slightly higher discount rate and revenue growth outlook, along with a lower profit margin and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative route to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne and CityLink (Key Developments).Anlatı Güncellemesi • Jan 28
TCL: Tunnel Opening And Distribution Outlook Will Shape Fairly Valued Profile
Analysts have modestly adjusted their valuation framework for Transurban Group, keeping the fair value estimate steady at A$14.36 while refining assumptions around the discount rate, profit margin and future P/E to better reflect current expectations for earnings quality and risk. What's in the News West Gate Tunnel Project is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and a new connection between the West Gate Freeway, the Port of Melbourne and CityLink (Key Developments).Analiz Makalesi • Jan 21
Some Confidence Is Lacking In Transurban Group's (ASX:TCL) P/S
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Anlatı Güncellemesi • Jan 13
TCL: West Gate Tunnel Opening And Lower Discount Rate Will Shape Outlook
Analysts now see fair value for Transurban Group at A$14.36, up from A$14.21, with the shift linked to updated views on discount rates, revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News The West Gate Tunnel Project in Melbourne is scheduled to open to traffic on Sunday 14 December 2025, providing an alternative to the West Gate Bridge and connecting the West Gate Freeway to the Port of Melbourne, CityLink and the CBD (Key Developments).Analiz Makalesi • Dec 25
Is Transurban Group (ASX:TCL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Dec 05
Transurban Group (ASX:TCL) Has Announced That It Will Be Increasing Its Dividend To A$0.34
Transurban Group's ( ASX:TCL ) dividend will be increasing from last year's payment of the same period to A$0.34 on...Analiz Makalesi • Oct 04
Transurban Group's (ASX:TCL) Shares May Have Run Too Fast Too Soon
When you see that almost half of the companies in the Infrastructure industry in Australia have price-to-sales ratios...Analiz Makalesi • Sep 12
Transurban Group (ASX:TCL) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Anlatı Güncellemesi • Aug 27
Urbanization And New Projects Will Revitalize Australian Toll Roads
Transurban Group’s consensus price target has been raised to A$14.18, reflecting analysts’ expectations for improved revenue from post-construction traffic growth and easing operational disruptions in key metropolitan markets. Analyst Commentary Upgrade driven by reported traffic growth of approximately 2% in FY25.
Yeni Anlatı • Feb 23
AI Technology And North American Expansion Will Shape Future Prospects
Strategic positioning in growth areas and infrastructure innovation could drive long-term revenue increases and operational efficiencies for Transurban.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 6/30/2029 | 4,144 | 743 | 2,484 | 2,343 | 8 |
| 6/30/2028 | 3,947 | 634 | 2,328 | 2,016 | 10 |
| 6/30/2027 | 3,866 | 535 | 2,058 | 1,925 | 10 |
| 6/30/2026 | 3,895 | 366 | 1,335 | 1,757 | N/A |
| 3/31/2026 | 3,999 | 422 | 1,175 | 1,688 | N/A |
| 12/31/2025 | 3,920 | 478 | 1,014 | 1,619 | N/A |
| 9/30/2025 | 3,845 | 306 | 811 | 1,567 | N/A |
| 6/30/2025 | 3,953 | 133 | 608 | 1,515 | N/A |
| 3/31/2025 | 3,890 | 104 | 569 | 1,549 | N/A |
| 12/31/2024 | 3,827 | 75 | 529 | 1,583 | N/A |
| 9/30/2024 | 3,973 | 201 | 522 | 1,607 | N/A |
| 6/30/2024 | 4,119 | 326 | 515 | 1,631 | N/A |
| 3/31/2024 | 4,185 | 277 | 395 | 1,572 | N/A |
| 12/31/2023 | 4,250 | 227 | 275 | 1,513 | N/A |
| 9/30/2023 | 4,204 | 146 | 280 | 1,486 | N/A |
| 6/30/2023 | 4,157 | 64 | 284 | 1,459 | N/A |
| 3/31/2023 | 4,147 | 114 | 433 | 1,409 | N/A |
| 12/31/2022 | 4,137 | 163 | 581 | 1,359 | N/A |
| 9/30/2022 | 3,772 | 91 | 475 | 1,171 | N/A |
| 6/30/2022 | 3,406 | 19 | 369 | 982 | N/A |
| 3/31/2022 | 3,085 | -29 | 191 | 915 | N/A |
| 12/31/2021 | 2,764 | -77 | 13 | 848 | N/A |
| 9/30/2021 | 2,825 | -166 | -69 | 871 | N/A |
| 6/30/2021 | 2,886 | -256 | -152 | 893 | N/A |
| 3/31/2021 | 2,829 | -346 | -275 | 879 | N/A |
| 12/31/2020 | 2,771 | -437 | -398 | 864 | N/A |
| 9/30/2020 | 2,970 | -247 | -418 | 998 | N/A |
| 6/30/2020 | 3,169 | -58 | -438 | 1,131 | N/A |
| 3/31/2020 | 3,521 | 41 | N/A | 1,227 | N/A |
| 12/31/2019 | 3,873 | 139 | N/A | 1,323 | N/A |
| 9/30/2019 | 4,020 | 155 | N/A | 1,260 | N/A |
| 6/30/2019 | 4,166 | 171 | N/A | 1,197 | N/A |
| 3/31/2019 | 3,977 | 224 | N/A | 1,158 | N/A |
| 12/31/2018 | 3,788 | 276 | N/A | 1,119 | N/A |
| 9/30/2018 | 3,543 | 381 | N/A | 1,086 | N/A |
| 6/30/2018 | 3,298 | 485 | N/A | 1,053 | N/A |
| 3/31/2018 | 3,160 | 476 | N/A | 1,042 | N/A |
| 12/31/2017 | 3,022 | 467 | N/A | 1,031 | N/A |
| 9/30/2017 | 2,877 | 353 | N/A | 934 | N/A |
| 6/30/2017 | 2,732 | 239 | N/A | 837 | N/A |
| 3/31/2017 | 2,610 | 184 | N/A | 805 | N/A |
| 12/31/2016 | 2,488 | 128 | N/A | 772 | N/A |
| 9/30/2016 | 2,349 | 114 | N/A | 841 | N/A |
| 6/30/2016 | 2,210 | 99 | N/A | 910 | N/A |
| 3/31/2016 | 2,081 | 92 | N/A | 836 | N/A |
| 12/31/2015 | 1,952 | 84 | N/A | 761 | N/A |
| 9/30/2015 | 1,906 | -49 | N/A | 533 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: TCL 'nin tahmini kazanç büyümesi (yıllık 17.8% ) tasarruf oranının ( 3.8% ) üzerindedir.
Kazançlar ve Piyasa: TCL şirketinin kazançlarının (yıllık 17.8% ) Australian pazarından (yıllık 11.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: TCL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: TCL şirketinin gelirinin (yıllık 3.5% ) Australian pazarından (yıllık 6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: TCL şirketinin gelirinin (yıllık 3.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: TCL 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 26.9 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/18 23:31 |
| Gün Sonu Hisse Fiyatı | 2026/08/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Transurban Group 25 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Matthew Ryan | Barrenjoey Markets Pty Limited |
| Lara Tufegdzic | BofA Global Research |
| Andrew Scott | CGS International |