IHS Holding Limited

NYSE:IHS Stok Raporu

Piyasa değeri: US$2.8b

IHS Holding Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

IHS Holding şirketinin kazançları yıllık ortalama -4.6% oranında azalırken, Telecom sektörünün kazançları yıllık 17% oranında artan oldu. Gelirler yıllık ortalama 0.4% oranında azalan oldu.

Anahtar bilgiler

-4.56%

Kazanç büyüme oranı

-4.66%

EPS büyüme oranı

Telecom Sektör Büyümesi6.72%
Gelir büyüme oranı-0.42%
Özkaynak getirisin/a
Net Marj39.73%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi Nov 20

IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...

Recent updates

Anlatı Güncellemesi May 01

IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside

Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.
Anlatı Güncellemesi Apr 17

IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk

Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.
Anlatı Güncellemesi Apr 02

IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing

Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.
Anlatı Güncellemesi Mar 19

IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside

Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.
Anlatı Güncellemesi Mar 05

IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside

Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.
Anlatı Güncellemesi Feb 19

IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside

The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.
Analiz Makalesi Feb 11

Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?

While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...
Anlatı Güncellemesi Feb 05

IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside

Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.
Anlatı Güncellemesi Jan 22

IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength

Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.
Anlatı Güncellemesi Jan 08

IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience

The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.
Analiz Makalesi Dec 31

We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi Dec 22

IHS Price Outlook Will Be Driven By Brazil Tower Agreement

Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.
Anlatı Güncellemesi Dec 08

IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside

The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.
Anlatı Güncellemesi Nov 24

IHS: Leadership Strength Will Drive Operational Performance And Market Expansion

Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.
Analiz Makalesi Nov 20

IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...
Analiz Makalesi Nov 15

IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...
Anlatı Güncellemesi Nov 06

IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises

Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.
Anlatı Güncellemesi Oct 23

Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook

The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.
Anlatı Güncellemesi Oct 09

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.
Seeking Alpha Sep 30

IHS Towers: Q3 Beat Will Force Wall Street To Catch Up

Summary IHS is a developing market Telecom Tower Infrastructure play operating 39,000 towers mainly in Nigeria, South Africa and Brazil. Q3 revenue and EPS consensus are too low due to FX tailwinds, operational momentum, Oil price tailwinds and tight cost discipline, setting up a likely earnings beat. IHS balance sheet has strengthened significantly, with falling leverage, improved liquidity, and the potential for dividends or buybacks in 2026. IHS trades at a steep discount to peers; a re-rating to Helios multiples implies $14/share, supporting a reiterated Strong Buy rating and $10+ near-term target. IHS Holding Ltd. remains grossly undervalued despite a 130% YTD rally, with Q3 expected to be a catalyst for further upside. Read the full article on Seeking Alpha
Anlatı Güncellemesi Aug 15

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.
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Yeni Anlatı May 17

Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow

Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.
Analiz Makalesi May 13

IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...
Seeking Alpha Apr 19

IHS Holding: Solid Competitive Advantage And Growth Catalysts

Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking Alpha
Analiz Makalesi Mar 22

Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...
Seeking Alpha Feb 12

IHS Holding: Value Is Slowly Being Recognized

Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking Alpha
Analiz Makalesi Jan 23

Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
Analiz Makalesi Oct 02

Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
Analiz Makalesi Jun 17

Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues

With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...
Analiz Makalesi Mar 12

Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet

To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...
Analiz Makalesi Mar 01

IHS Holding (NYSE:IHS) 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...
Analiz Makalesi Jan 08

Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult

It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...

Gelir ve Gider Dağılımı

IHS Holding nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:IHS Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 261,6056382880
31 Dec 251,5826212280
30 Sep 251,5346472130
30 Jun 251,5002912490
31 Mar 251,5021352540
31 Dec 241,527-1,4682860
30 Sep 241,783-2,3323800
30 Jun 241,830-2,3953820
31 Mar 241,941-3,5414040
31 Dec 231,925-1,9053740
30 Sep 232,142-1,7913970
30 Jun 232,196-1,5553890
31 Mar 232,118-4653900
31 Dec 221,961-4593700
30 Sep 221,851-2643870
30 Jun 221,730-2633720
31 Mar 221,664193130
31 Dec 211,580-263000
30 Sep 211,535982530
30 Jun 211,5031082420
31 Mar 211,432-342360
31 Dec 201,403-3222440
31 Dec 191,231-4235860
31 Dec 181,168-1332270
31 Dec 171,107-4252030
30 Sep 171,040-3541820
30 Jun 17973-2821620
31 Mar 17939-5542030
31 Dec 16906-8262440
31 Dec 15727-4362080

Kaliteli Kazançlar: IHS büyük bir tek seferlik kazanç ile $157.2M, 31st March, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: IHS 'nin mevcut net kar marjları (39.7%) geçen yılın (9%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: IHS son 5 yılda karlı hale geldi ve kazançlarını yıllık -4.6% oranında artırdı.

Büyüme Hızlandırma: IHS 'un son bir yıldaki kazanç büyümesi ( 372.8% ) 5 yıllık ortalamasını (yıllık -4.6% ) aşıyor.

Kazançlar vs. Sektör: IHS geçen yılki kazanç büyümesi ( 372.8% ) Telecom sektörünün 0.01% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: IHS 'un yükümlülükleri varlıklarından fazla olduğundan Özsermaye Getirisi'ni hesaplamak zordur.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 15:13
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

IHS Holding Limited 12 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Maurice PatrickBarclays
Michael RollinsCitigroup Inc
James SchneiderGoldman Sachs