LEM Holding SA

SWX:LEHN Lagerbericht

Marktkapitalisierung: CHF 372.9m

LEM Holding Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

LEM Holding wird ein jährliches Gewinn- und Umsatzwachstum von 37.2% bzw. 4.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 38.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 14.6% betragen.

Wichtige Informationen

37.2%

Wachstumsrate der Gewinne

38.09%

EPS-Wachstumsrate

Electronic Gewinnwachstum40.8%
Wachstumsrate der Einnahmen4.6%
Zukünftige Eigenkapitalrendite14.65%
Analystenabdeckung

Low

Zuletzt aktualisiert24 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...

Recent updates

Analyse-Update Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
Analyse-Update Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
Analyse-Update Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
Analyse-Update Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
Neue Analyse Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
Analyse-Update Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
Neue Analyse Feb 15

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
Analyse-Update Feb 15

LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside

Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.
Analyseartikel Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...
Analyseartikel Nov 05

LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...
Analyse-Update Nov 03

LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.
Analyse-Update Oct 20

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.
Analyseartikel Oct 01

Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Sep 02

We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Aug 06

LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%

SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...
Analyseartikel Aug 01

LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...
Analyseartikel Jun 20

We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...
Analyseartikel Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
User avatar
Neue Analyse Mar 19

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.
Analyseartikel Nov 16

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Analyseartikel Nov 14

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...
Analyseartikel Nov 13

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
Analyseartikel Aug 01

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Analyseartikel Jul 31

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...
Analyseartikel Jul 15

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...
Analyseartikel Jun 21

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...
Analyseartikel Jun 02

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...
Analyseartikel Jun 01

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...
Analyseartikel Apr 13

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...
Analyseartikel Mar 13

Is LEM Holding (VTX:LEHN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jan 19

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...
Analyseartikel Jan 04

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Analyseartikel Dec 05

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...
Analyseartikel Oct 25

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analyseartikel Oct 10

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...
Analyseartikel Sep 01

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...
Analyseartikel Jul 17

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analyseartikel Jul 03

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...
Analyseartikel Jun 23

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jun 09

Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel May 27

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

LEM Holding SA ( VTX:LEHN ), might not be a large cap stock, but it saw significant share price movement during recent...

Gewinn- und Umsatzwachstumsprognosen

SWX:LEHN - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CHF Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/2029315N/AN/AN/A2
3/31/20283062528N/A4
3/31/20272901927N/A5
3/31/20262891525N/A5
12/31/20252948N/AN/AN/A
9/30/202529973343N/A
6/30/20253026N/AN/AN/A
3/31/202530781530N/A
12/31/202432022N/AN/AN/A
9/30/2024339311234N/A
6/30/202437450N/AN/AN/A
3/31/2024406654574N/A
12/31/202342175N/AN/AN/A
9/30/2023432845587N/A
6/30/202342881N/AN/AN/A
3/31/2023406756187N/A
12/31/202239974N/AN/AN/A
9/30/2022388725175N/A
6/30/202237170N/AN/AN/A
3/31/2022373722950N/A
12/31/202135873N/AN/AN/A
9/30/2021341673548N/A
6/30/202132062N/AN/AN/A
3/31/2021301563751N/A
12/31/202029045N/AN/AN/A
9/30/2020293594358N/A
6/30/202030058N/AN/AN/A
3/31/2020308615974N/A
12/31/201931265N/AN/AN/A
9/30/201931250N/A61N/A
6/30/201931653N/AN/AN/A
3/31/201932252N/A54N/A
12/31/201832154N/AN/AN/A
9/30/201831855N/A62N/A
6/30/201831354N/AN/AN/A
3/31/201830154N/A54N/A
12/31/201729250N/AN/AN/A
9/30/201728449N/A44N/A
6/30/201727447N/AN/AN/A
3/31/201726545N/A53N/A
12/31/201626145N/AN/AN/A
9/30/201626346N/A68N/A
6/30/201626745N/AN/AN/A
3/31/201626143N/A46N/A
12/31/201526041N/AN/AN/A
9/30/201525841N/A26N/A
6/30/201525441N/AN/AN/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: LEHNDas prognostizierte Gewinnwachstum (37.2% pro Jahr) liegt über der Sparquote (0.6%).

Ertrag vs. Markt: LEHNDie Erträge des Unternehmens (37.2% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Swiss (10.6% pro Jahr).

Hohe Wachstumserträge: LEHNEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: LEHNDie Einnahmen des Unternehmens (4.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Swiss (4.8% pro Jahr).

Hohe Wachstumseinnahmen: LEHNDie Einnahmen des Unternehmens (4.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: LEHNDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (14.6%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 07:44
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

LEM Holding SA wird von 7 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg
Reto HuberResearch Partners AG