Transurban Group
Transurban Group operates toll roads in Australia and North America, generating revenue primarily through toll fees collected from road users.
Business. Transurban Group (TCL.AX) is an Australian company operating in the Highways & Rail Tracks industry within the broader Transportation sector. The firm is headquartered in Australia and is primarily listed on the Australian Securities Exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
Analyst recommendations
14 analysts · consensus HoldAt a glance
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Transurban Group (TCL.AX) is an Australian company operating in the Highways & Rail Tracks industry within the broader Transportation sector. The firm is headquartered in Australia and is primarily listed on the Australian Securities Exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
Transurban Group's capital structure is characterized by a lack of dilution risk, as shares outstanding remain unchanged between basic and diluted counts at 3,120,183,769. However, liquidity risk could not be assessed due to missing balance-sheet inputs and absence of going-concern language in source documents.
Profitability metrics are not available for direct comparison to industry medians, as no valuation snapshot data is provided. The company's operating model is capital-intensive, with revenue derived from toll road operations, which typically offer stable cash flows but require significant upfront investment.
Geographic exposure is concentrated in Australia and North America, with no further breakdown of segment revenues provided in the input data. This lack of segment detail limits the ability to assess regional performance or concentration risk.
Growth trajectory is not quantified in the input data, as no outlook numeric deltas or revenue history is provided. Analysts have issued a mean price target of 14.10 AUD, with a median of 13.90 AUD, indicating a generally neutral to slightly positive sentiment.
Risk factors include the inability to assess liquidity risk, which could impact the company's ability to meet short-term obligations. Dilution risk is currently low, with no changes in shares outstanding between basic and diluted counts.
Recent events include analyst estimates with a mean recommendation of 2.86, indicating a "Hold" consensus, with 13 analysts recommending a hold and 1 recommending a strong buy. No specific filings or transcripts are provided in the input data to detail recent corporate developments.
- Transurban Group operates toll roads in Australia and North America, with revenue primarily from toll fees.
- The company's capital structure shows no dilution risk, with basic and diluted shares outstanding being equal.
- Liquidity risk could not be assessed due to missing balance-sheet data and lack of going-concern language.
- Analysts have issued a mean price target of 14.10 AUD, with a "Hold" consensus recommendation.
- No detailed segment or geographic revenue breakdown is available to assess exposure or concentration risk.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue A$3.77B, −8,5% YoY; Operating income −17,5% YoY.
- ▍Revenue A$3.77B, −8,5% YoY
- ▍Operating income −17,5% YoY
- ▍Net income −59,2% YoY
- ▍Free cash flow +0,2% YoY
- ▍Net margin 3.5%
Revenue A$4.12B, −0,9% YoY; Operating income +9,1% YoY.
- ▍Revenue A$4.12B, −0,9% YoY
- ▍Operating income +9,1% YoY
- ▍Net income +409,4% YoY
- ▍Free cash flow +3,2% YoY
- ▍Net margin 7.9%
Revenue A$4.16B, +22,1% YoY; Operating income +80,8% YoY.
- ▍Revenue A$4.16B, +22,1% YoY
- ▍Operating income +80,8% YoY
- ▍Net income +236,8% YoY
- ▍Free cash flow −238,2% YoY
- ▍Net margin 1.5%
Revenue A$3.41B, +18,0% YoY; Operating income +4,2% YoY.
- ▍Revenue A$3.41B, +18,0% YoY
- ▍Operating income +4,2% YoY
- ▍Net income −99,4% YoY
- ▍Free cash flow +56,3% YoY
- ▍Net margin 0.6%
Revenue A$2.89B; Operating income A$551.0M.
- ▍Revenue A$2.89B
- ▍Operating income A$551.0M
- ▍Net margin 114.4%
Valuation FY
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,16 |
| Revenue | —no estimate | —no estimate | 4,0B AUD |
| Operating income | —no estimate | —no estimate | 1,7B AUD |
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Transurban Group Market data — financials · 2026-05-29
- Transurban Group Market data — analyst estimates · 2026-05-29