adidas Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 5/6
adidas şirketinin kazançları yıllık ortalama -3.8% oranında azalırken, Luxury sektörünün kazançları yıllık 23.5% oranında artan oldu. Gelirler yıllık ortalama 3.9% oranında artan oldu. adidas şirketinin öz sermaye getirisi 22.4% olup, net marjı 5.4% dir.
Anahtar bilgiler
-3.83%
Kazanç büyüme oranı
-0.78%
EPS büyüme oranı
| Luxury Sektör Büyümesi | 7.70% |
| Gelir büyüme oranı | 3.89% |
| Özkaynak getirisi | 22.44% |
| Net Marj | 5.45% |
| Sonraki Kazanç Güncellemesi | 30 Jul 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
ADS: China Strength And Buybacks Will Support Future Re Rating
Adidas' analyst fair value estimate has been trimmed by about €3 to €196.77 as analysts factor in slightly more cautious revenue growth assumptions, alongside relatively steady profit margin and P/E expectations, following a series of recent price target revisions across the Street. Analyst Commentary Recent research highlights a mixed but generally constructive read on adidas, with several firms trimming price targets while still expressing confidence in execution and the long-term earnings profile.ADS: Premium Consumers And Buybacks Will Support Future Re Rating
Adidas' analyst price target has shifted modestly higher to €199.96 from €199.42, as analysts balance recent target cuts with views of steady revenue, stable profit margins and a broadly unchanged future P/E outlook. Analyst Commentary Recent research paints a mixed picture, with several firms trimming their price targets on Adidas while keeping positive ratings, and others flagging risks around guidance and sector pressures.ADS: Premium Consumers And Buybacks Will Support Future Multiple Expansion
The analyst price target for adidas has been trimmed by a few euros, reflecting slightly lower fair value assumptions and a modest reset in growth and P/E expectations after several firms cut their targets into a €185 to €232 range, while still highlighting solid execution and guidance. Analyst Commentary Recent research has centered on a cluster of price target cuts, with most new targets sitting between €185 and €232 or around $138 for those quoting in U.S. dollars.ADS: Premium Consumers And Buybacks Will Support Future Margin Resilience
Our analyst fair value estimate for adidas has been reduced from about €221 to €202, reflecting a series of Street price target reductions as analysts factor in more cautious revenue growth, slimmer profit margins, and slightly lower future P/E assumptions. Analyst Commentary Recent Street research on adidas points to a reset lower in price targets, but most firms are still keeping positive or constructive ratings on the shares.ADS: Premium Consumers And Share Buybacks Will Support Future Margin Resilience
Analysts have trimmed their fair value estimate for adidas by about €1 to roughly €221, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E. This is in line with recent mixed research that includes a reduced price target at Citi, a downgrade at RBC Capital, and a more upbeat initiation at Grupo Santander and higher target at Bernstein.ADS: Premium Consumers And Buyback Plan Will Support Future Margin Resilience
Analysts have trimmed their consolidated price target for adidas to about €222 from roughly €225, reflecting slightly higher required returns and marginally softer assumptions on growth and profitability, even as some houses still see room for rerating based on sector positioning and the potential for brand recovery. Analyst Commentary Bullish Takeaways Bullish analysts highlight that some sportswear names, including adidas, are viewed as clearly dislocated, with share prices that, in their view, do not fully reflect recent guidance and earnings revisions.ADS: Premium Consumers And Sports Footwear Demand Will Support Future Margin Resilience
Analysts have made a slight adjustment to their fair value estimate for adidas to €224.84, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following a mix of recent price target hikes and a downgrade in Street research. Analyst Commentary Recent Street research on adidas offers a mix of optimism and caution, which helps explain the modest tweak to the fair value estimate.ADS: Premium Consumers And Sports Footwear Shift Will Support Stronger Margins
Analysts have nudged their fair value estimate for adidas higher to about €226.60 from roughly €223.57, reflecting updated price targets and views that greater exposure to premium consumers and sportswear demand could support slightly stronger margins and a modestly higher future P/E. Analyst Commentary Recent street research has tilted constructive on adidas, with several firms adjusting price targets higher in both US dollar and euro terms.ADS: Brand Strength Will Support Premium Margins As Earnings Power Improves
Analysts have nudged their price target for adidas slightly higher to about EUR 224, supported by new Outperform and Overweight views that emphasize resilient profitability and a modestly richer future earnings multiple, despite slightly softer long term growth assumptions. Analyst Commentary Recent Street research on adidas reflects a generally constructive stance on the shares, with price targets clustered modestly above current levels and supported by expectations of resilient execution, disciplined cost control, and a steady recovery in brand momentum.ADS: Brand Strength Will Support Premium Margins Despite Intensifying Competitive Pressures
The analyst price target for adidas has been modestly reduced to EUR 222 from EUR 229 as analysts temper their fair value and margin assumptions, despite recent supportive coverage including new Outperform and Overweight ratings. Analyst Commentary Bullish analysts point to a supportive fundamental backdrop for adidas, with recent coverage highlighting confidence in the company’s ability to sustain profitable growth despite a more competitive landscape in sportswear and footwear.ADS: Revenue Momentum Will Drive Double-Digit Gains Amid Easing Margin Pressures
The analyst price target for adidas has been modestly lowered by approximately EUR 2 to EUR 229. Analysts cite slightly higher discount rates and a conservative outlook for future growth and profitability as the reasons for this adjustment.ADS: Double-Digit Revenue Growth Will Drive Upside Amid Rising Competition
Analysts have slightly reduced their fair value estimate for adidas, lowering the price target from approximately EUR 234.05 to EUR 231.65 due to modest adjustments to key financial assumptions. These adjustments include slower projected revenue growth and an increased discount rate.ADS: Stable Profit Margins Will Support Renewed Confidence Amid Legal Scrutiny
Analysts have modestly increased their price target for adidas shares from €234 to €238. They note stable profit margin outlook and minor adjustments to growth assumptions as drivers for the slight upward revision.adidas (ETR:ADS) Might Have The Makings Of A Multi-Bagger
Sep 28
Rising Health Trends Will Expand Global Athleisure And E-commerce
Given that adidas’s key forward metrics—Future P/E and consensus revenue growth—remain virtually unchanged, the marginal downward revision in its consensus analyst price target to €237.35 likely reflects only minor adjustments in sentiment rather than any significant shifts in underlying fundamentals. What's in the News Mexico is considering legal action against Adidas after the company collaborated with a Mexican American designer to launch a product inspired by traditional Indigenous sandals, citing concerns about big companies using Indigenous designs without proper compensation (Reuters).Rising Health Trends Will Expand Global Athleisure And E-commerce
With both revenue growth forecasts and future P/E ratios holding steady, consensus analyst price targets for adidas remain unchanged at €241.02. What's in the News Mexico is exploring legal action against Adidas after the company collaborated with designer Willy Chavarria on a show inspired by traditional Indigenous sandals, with President Claudia Sheinbaum noting concerns about misuse of Indigenous designs (Reuters).We Think adidas (ETR:ADS) Can Manage Its Debt With Ease
Sep 02adidas AG's (ETR:ADS) Price In Tune With Revenues
Jul 25Does adidas (ETR:ADS) Have A Healthy Balance Sheet?
May 17
Retail Innovation And Global Expansion Drive Growth And Earnings Potential
Strategic retail investments and product innovations aim to boost revenue growth through enhanced brand visibility and consumer engagement.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
adidas nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 25,250 | 1,376 | 10,915 | 0 |
| 31 Dec 25 | 24,811 | 1,332 | 10,848 | 0 |
| 30 Sep 25 | 24,700 | 1,211 | 10,852 | 0 |
| 30 Jun 25 | 24,508 | 1,188 | 10,950 | 0 |
| 31 Mar 25 | 24,378 | 1,020 | 11,037 | 0 |
| 31 Dec 24 | 23,683 | 756 | 10,900 | 0 |
| 30 Sep 24 | 22,529 | 381 | 10,367 | 0 |
| 30 Jun 24 | 22,090 | 196 | 10,099 | 0 |
| 31 Mar 24 | 21,611 | 85 | 10,045 | 0 |
| 31 Dec 23 | 21,427 | -119 | 9,933 | 0 |
| 30 Sep 23 | 21,821 | -179 | 10,162 | 0 |
| 30 Jun 23 | 22,231 | -368 | 10,268 | 0 |
| 31 Mar 23 | 22,483 | -107 | 10,187 | 0 |
| 31 Dec 22 | 22,511 | 228 | 10,078 | 0 |
| 30 Sep 22 | 22,444 | 820 | 9,860 | 0 |
| 30 Jun 22 | 21,786 | 1,215 | 9,421 | 0 |
| 31 Mar 22 | 21,268 | 1,246 | 9,027 | 0 |
| 31 Dec 21 | 21,234 | 1,450 | 8,816 | 0 |
| 30 Sep 21 | 21,237 | 1,476 | 8,606 | 0 |
| 30 Jun 21 | 21,047 | 1,524 | 8,461 | 0 |
| 31 Mar 21 | 19,322 | 926 | 8,365 | 0 |
| 31 Dec 20 | 18,435 | 451 | 8,464 | 0 |
| 30 Sep 20 | 19,132 | 496 | 8,809 | 0 |
| 30 Jun 20 | 19,981 | 636 | 9,203 | 0 |
| 31 Mar 20 | 22,138 | 1,318 | 9,538 | 0 |
| 31 Dec 19 | 23,640 | 1,917 | 9,709 | 0 |
| 30 Sep 19 | 23,035 | 1,829 | 9,648 | 0 |
| 30 Jun 19 | 22,498 | 1,839 | 9,353 | 0 |
| 31 Mar 19 | 22,250 | 1,796 | 9,216 | 0 |
| 31 Dec 18 | 21,915 | 1,707 | 9,027 | 0 |
| 30 Sep 18 | 21,738 | 1,608 | 8,840 | 0 |
| 30 Jun 18 | 21,542 | 1,502 | 12,973 | 0 |
| 31 Mar 18 | 21,319 | 1,431 | 8,642 | 0 |
| 31 Dec 17 | 21,218 | 1,351 | 8,636 | 0 |
| 30 Sep 17 | 20,662 | 1,360 | 13,538 | 149 |
| 30 Jun 17 | 20,207 | 1,218 | 7,214 | 149 |
| 31 Mar 17 | 19,368 | 1,172 | 9,336 | 149 |
| 31 Dec 16 | 18,483 | 1,079 | 7,214 | 149 |
| 30 Sep 16 | 18,150 | 1,041 | 6,689 | 139 |
| 30 Jun 16 | 17,686 | 969 | 6,689 | 139 |
| 31 Mar 16 | 17,394 | 813 | 6,689 | 139 |
| 31 Dec 15 | 16,915 | 680 | 6,689 | 139 |
| 30 Sep 15 | 16,358 | 645 | 5,303 | 126 |
| 30 Jun 15 | 15,644 | 589 | 5,442 | 126 |
Kaliteli Kazançlar: ADS yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ADS 'nin mevcut net kar marjları (5.4%) geçen yılın (4.2%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ADS şirketinin kazançları son 5 yılda yılda 3.8% oranında azaldı.
Büyüme Hızlandırma: ADS 'un son bir yıldaki kazanç büyümesi ( 34.9% ) 5 yıllık ortalamasını (yıllık -3.8% ) aşıyor.
Kazançlar vs. Sektör: ADS geçen yılki kazanç büyümesi ( 34.9% ) Luxury sektörünün 16.9% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: ADS 'nin Özsermaye Getirisi ( 22.4% ) yüksek olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/04/30 18:12 |
| Gün Sonu Hisse Fiyatı | 2026/04/30 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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 kullanacağınızı anlatan 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
adidas AG 62 Bu analistlerden 24, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Volker Bosse | Baader Helvea Equity Research |
| Knut Woller | Baader Helvea Equity Research |
| Jonathan Komp | Baird |