Tracsis Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 4/6
Tracsis şirketinin kazançları yıllık ortalama -14.1% oranında azalırken, Software sektörünün kazançları yıllık 5.1% oranında artan oldu. Gelirler yıllık ortalama 10.7% oranında artan oldu. Tracsis şirketinin öz sermaye getirisi 1.5% olup, net marjı 1.2% dir.
Anahtar bilgiler
-14.10%
Kazanç büyüme oranı
-14.64%
EPS büyüme oranı
| Software Sektör Büyümesi | 19.85% |
| Gelir büyüme oranı | 10.67% |
| Özkaynak getirisi | 1.52% |
| Net Marj | 1.16% |
| Son Kazanç Güncellemesi | 31 Jan 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • May 03
TRCS: North American Rail Contract Will Support Future Earnings And Rerating Potential
Analysts have lifted their Tracsis price target by £6.18, reflecting updated views on discount rates, profit margins and future P/E assumptions, even though fair value estimates on the core business remain unchanged. What's in the News Tracsis issued new earnings guidance for the first half, with expected revenue of approximately £39 million compared with £36.3 million in H1 fiscal year 2025, framing investor expectations around near term trading (Corporate Guidance).Anlatı Güncellemesi • Apr 19
TRCS: North American Rail Contract Will Underpin Future Recurring Earnings Upside
Analysts have adjusted their Tracsis price target, reflecting updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E of 110.31x. They are framing this as a fine tuning of their previous £6.18 view rather than a wholesale reset.Anlatı Güncellemesi • Apr 05
TRCS: North American Rail Contract Wins Will Support Future Recurring Upside
Analysts have adjusted their price target for Tracsis to reflect updated assumptions on discount rate, revenue growth, profit margins and a lower future P/E. The new target now sits at £6.18.Anlatı Güncellemesi • Mar 22
TRCS: North American Contracts Will Drive Future Recurring Revenue Upside
Analysts have adjusted their price target on Tracsis to £6.18. The change is largely tied to updated assumptions around discount rates, profit margin expectations and a higher future P/E multiple, while keeping fair value estimates stable.
Anlatı Güncellemesi • Mar 07
TRCS: New North American Contract Will Support Long-Term Dividend-Supported Upside
Analysts have revised their fair value price target for Tracsis to £7.01. This reflects updated views on the discount rate, revenue growth, profit margin and a higher assumed future P/E, and these revised inputs are being used to reset expectations around the risk and reward profile of the shares.Anlatı Güncellemesi • Feb 21
TRCS: Refined Assumptions Will Support Long-Term Dividend-Supported Upside
Analysts have made only modest adjustments to their Tracsis model, keeping the headline price target around £7.01 while fine tuning assumptions on the discount rate, revenue growth, profit margins and future P/E to reflect updated views on the company’s risk profile and earnings power. Valuation Changes Fair Value: The headline fair value is unchanged at £7.01, indicating no shift in the central price target used in the model.Anlatı Güncellemesi • Feb 06
TRCS: M&A Pipeline And Buybacks Will Support Future Share Upside
Analysts have nudged their price target on Tracsis higher to £6.18, a small adjustment that reflects updated assumptions on the discount rate and future P/E while keeping fair value estimates broadly unchanged. What's in the News Management reiterated that mergers and acquisitions remain a key part of Tracsis's growth plans, with a focus on disciplined bolt on deals that are fully integrated into a single group structure.Analiz Makalesi • Jan 28
Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Anlatı Güncellemesi • Jan 23
TRCS: M&A Execution And Buyback Programme Will Drive Future Upside
Narrative Update on Tracsis Analysts have nudged their price target on Tracsis slightly higher to reflect modest tweaks to the discount rate and forward P/E assumptions. This has resulted in a small uplift in estimated equity value, without a material change to the underlying fair value calculation.Anlatı Güncellemesi • Jan 09
TRCS: M&A Pipeline And Progressive Dividend Policy Will Support Future Upside
Analysts have kept their fair value estimate for Tracsis broadly unchanged, with only minor tweaks to inputs such as the discount rate and future P/E. As a result, the latest price target in £ terms is effectively stable compared with the prior figure.Anlatı Güncellemesi • Dec 25
TRCS: Expanded M&A Pipeline Will Drive Long-Term Dividend-Supported Upside
Analysts have trimmed their price target on Tracsis from £9.74 to £7.01, citing a higher implied discount rate and more conservative valuation multiples, even as they modestly increase their long term assumptions for revenue growth and profit margins. What's in the News Tracsis leadership reaffirmed that mergers and acquisitions remain a core pillar of the company’s long term growth strategy, highlighting an active pipeline and a disciplined, bolt on focus after a 3.5 year pause in deal making (Final Results Investor Presentation) Management stated that all future acquisitions will be fully integrated into a single Tracsis operating model, aiming to use M&A to supplement and support organic growth across the business (Final Results Investor Presentation) The Board recommended a final dividend of 1.4 pence per share for the year ended 31 July 2025, bringing the total dividend to 2.6 pence per share, in line with its progressive dividend policy, subject to shareholder approval (Company announcement) Valuation Changes The fair value estimate narrowed from £9.74 to £7.01, falling significantly to reflect a more conservative valuation framework.Anlatı Güncellemesi • Dec 11
TRCS: Future M&A Resumption And Progressive Dividend Policy Are Expected To Support Upside
Analysts have nudged their price target for Tracsis modestly higher to reflect slightly increased discount rate assumptions and a marginally richer future earnings multiple, while maintaining their view that the stock remains fairly valued around £6.18. What's in the News Management reaffirmed that mergers and acquisitions remain a core pillar of Tracsis's growth strategy, with a disciplined, bolt on pipeline intended to supplement organic expansion and be fully integrated into the unified business structure (Key Developments).Anlatı Güncellemesi • Nov 27
TRCS: Active Mergers And Dividend Momentum Are Expected To Drive Future Upside
Analysts have lowered their fair value estimate for Tracsis from £6.95 to £6.18. They cited revised assumptions around growth and profitability as the reason for this adjustment.Analiz Makalesi • Nov 22
Is There An Opportunity With Tracsis plc's (LON:TRCS) 32% Undervaluation?
Key Insights The projected fair value for Tracsis is UK£4.98 based on 2 Stage Free Cash Flow to Equity Tracsis is...Analiz Makalesi • Oct 10
Tracsis plc's (LON:TRCS) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 1.3x Tracsis plc ( LON:TRCS ) may be sending bullish signals at the moment...Analiz Makalesi • Aug 02
An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 42% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tracsis fair value estimate is UK£6.28 Current share price of...Analiz Makalesi • May 18
Tracsis plc (LON:TRCS) Shares Fly 27% But Investors Aren't Buying For Growth
Tracsis plc ( LON:TRCS ) shareholders would be excited to see that the share price has had a great month, posting a 27...Analiz Makalesi • Apr 26
Tracsis plc (LON:TRCS) Shares Could Be 40% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Tracsis is UK£6.22 based on 2 Stage Free Cash Flow to Equity Tracsis' UK£3.70...Analiz Makalesi • Apr 04
Tracsis (LON:TRCS) Could Be Struggling To Allocate Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Yeni Anlatı • Feb 13
North American Expansion Will Open New Market Opportunities
Expansion into North America and focus on recurring revenue aims to boost revenue and market presence, mitigating single-market risk.Analiz Makalesi • Jan 30
Tracsis plc (LON:TRCS) Not Doing Enough For Some Investors As Its Shares Slump 28%
To the annoyance of some shareholders, Tracsis plc ( LON:TRCS ) shares are down a considerable 28% in the last month...Analiz Makalesi • Jun 14
A Look At The Fair Value Of Tracsis plc (LON:TRCS)
Key Insights Tracsis' estimated fair value is UK£9.79 based on 2 Stage Free Cash Flow to Equity Tracsis' UK£7.95 share...Analiz Makalesi • Jan 11
This Is Why Tracsis plc's (LON:TRCS) CEO Compensation Looks Appropriate
Under the guidance of CEO Chris Barnes, Tracsis plc ( LON:TRCS ) has performed reasonably well recently. This is...Analiz Makalesi • Nov 12
Earnings Miss: Tracsis plc Missed EPS By 60% And Analysts Are Revising Their Forecasts
Last week saw the newest annual earnings release from Tracsis plc ( LON:TRCS ), an important milestone in the company's...Analiz Makalesi • Nov 03
An Intrinsic Calculation For Tracsis plc (LON:TRCS) Suggests It's 21% Undervalued
Does the November share price for Tracsis plc ( LON:TRCS ) reflect what it's really worth? Today, we will estimate the...Analiz Makalesi • Nov 16
Here's What's Concerning About Tracsis' (LON:TRCS) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Analiz Makalesi • May 12
There Are Reasons To Feel Uneasy About Tracsis' (LON:TRCS) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Tracsis 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 Jan 26 | 85 | 1 | 42 | 0 |
| 31 Oct 25 | 83 | 1 | 41 | 0 |
| 31 Jul 25 | 82 | 1 | 40 | 0 |
| 30 Apr 25 | 81 | 1 | 40 | 0 |
| 31 Jan 25 | 81 | 1 | 39 | 0 |
| 31 Oct 24 | 81 | 1 | 39 | 0 |
| 31 Jul 24 | 81 | 0 | 40 | 0 |
| 30 Apr 24 | 80 | 3 | 38 | 0 |
| 31 Jan 24 | 79 | 5 | 37 | 0 |
| 31 Oct 23 | 81 | 6 | 37 | 0 |
| 31 Jul 23 | 82 | 7 | 37 | 0 |
| 30 Apr 23 | 80 | 5 | 39 | 0 |
| 31 Jan 23 | 79 | 2 | 40 | 0 |
| 31 Oct 22 | 74 | 2 | 37 | 0 |
| 31 Jul 22 | 69 | 2 | 34 | 0 |
| 30 Apr 22 | 63 | 2 | 30 | 0 |
| 31 Jan 22 | 57 | 2 | 27 | 0 |
| 31 Oct 21 | 54 | 2 | 26 | 0 |
| 31 Jul 21 | 50 | 2 | 25 | 0 |
| 30 Apr 21 | 47 | 2 | 25 | 0 |
| 31 Jan 21 | 44 | 2 | 25 | 0 |
| 31 Oct 20 | 46 | 2 | 24 | 0 |
| 31 Jul 20 | 48 | 3 | 23 | 0 |
| 30 Apr 20 | 52 | 4 | 24 | 0 |
| 31 Jan 20 | 57 | 5 | 24 | 0 |
| 31 Oct 19 | 53 | 5 | 22 | 0 |
| 31 Jul 19 | 49 | 5 | 20 | 0 |
| 30 Apr 19 | 45 | 6 | 17 | 0 |
| 31 Jan 19 | 41 | 7 | 14 | 0 |
| 31 Oct 18 | 40 | 7 | 14 | 0 |
| 31 Jul 18 | 40 | 7 | 13 | 0 |
| 30 Apr 18 | 38 | 6 | 13 | 0 |
| 31 Jan 18 | 37 | 4 | 14 | 0 |
| 31 Oct 17 | 36 | 4 | 13 | 0 |
| 31 Jul 17 | 34 | 4 | 13 | 0 |
| 30 Apr 17 | 34 | 4 | 13 | 0 |
| 31 Jan 17 | 34 | 4 | 14 | 0 |
| 31 Oct 16 | 33 | 4 | 13 | 0 |
| 31 Jul 16 | 31 | 4 | 13 | 0 |
| 30 Apr 16 | 28 | 3 | 12 | 0 |
| 31 Jan 16 | 25 | 3 | 12 | 0 |
| 31 Oct 15 | 24 | 3 | 11 | 0 |
| 31 Jul 15 | 23 | 4 | 10 | 0 |
Kaliteli Kazançlar: TRCS yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: TRCS 'nin mevcut net kar marjları (1.2%) geçen yılın (0.6%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: TRCS şirketinin kazançları son 5 yılda yılda 14.1% oranında azaldı.
Büyüme Hızlandırma: TRCS 'un son bir yıldaki kazanç büyümesi ( 89% ) 5 yıllık ortalamasını (yıllık -14.1% ) aşıyor.
Kazançlar vs. Sektör: TRCS geçen yılki kazanç büyümesi ( 89% ) Software sektörünün 8.9% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: TRCS 'nin Özsermaye Getirisi ( 1.5% ) düşük 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 | 2026/05/14 19:34 |
| Gün Sonu Hisse Fiyatı | 2026/05/14 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2025/07/31 |
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 |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| 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
Tracsis plc 5 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Robert Chantry | Berenberg |
| Ciaran Donnelly | Berenberg |
| Alexander James Short | Berenberg |