Exosens Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Exosens wird ein jährliches Gewinn- und Umsatzwachstum von 16.3% bzw. 11.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 16.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20.2% betragen.
Wichtige Informationen
16.3%
Wachstumsrate der Gewinne
16.58%
EPS-Wachstumsrate
| Aerospace & Defense Gewinnwachstum | 9.0% |
| Wachstumsrate der Einnahmen | 11.4% |
| Zukünftige Eigenkapitalrendite | 20.18% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 22 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • Aug 03
Exosens (EPA:EXENS) Released Earnings Last Week And Analysts Lifted Their Price Target To €41.21
It's been a good week for Exosens ( EPA:EXENS ) shareholders, because the company has just released its latest...Analyseartikel • Mar 06
€31.58 - That's What Analysts Think Exosens (EPA:EXENS) Is Worth After These Results
The investors in Exosens 's ( EPA:EXENS ) will be rubbing their hands together with glee today, after the share price...Recent updates
Narrativ-Update • May 24
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Future Earnings Power
Analysts have raised their average price targets on Exosens to a range of €55 to €71, and your updated fair value narrative remains at €75. This change is supported by revised assumptions that include slightly higher revenue growth, a higher future P/E, and an updated discount rate.
Narrativ-Update • May 09
EXENS: Defense Backlog And Higher P E Range Will Shape Upside Outlook
Exosens' updated analyst price target has edged higher by about €0.30, with the adjustment supported by recent target increases from Berenberg, JPMorgan, Deutsche Bank and Citi. These changes reflect refreshed assumptions on growth, profitability and P/E multiples.Narrativ-Update • Apr 24
EXENS: Defense Backlog And Rich P E Will Shape Balanced Outlook
Exosens' analyst price target has been lifted, with the fair value estimate moving by €2 to €66.83 as analysts broadly raise their targets into a future P/E of about 32.8x, citing updated views reflected in recent price target increases from multiple banks. Analyst Commentary Recent research points to a cluster of higher targets around the current fair value estimate, with price objectives now ranging from €55 to €71.Narrativ-Update • Apr 10
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Earnings Power
Exosens' updated analyst price target has shifted from €61.00 to €75.00. This reflects analysts' revised fair value views, supported by a series of recent target increases from major banks citing their latest assessments on growth, profitability and P/E assumptions.Narrativ-Update • Mar 27
EXENS: Defense Backlog And New Shareholder Support Will Shape Balanced Outlook
Exosens' analyst price targets have moved higher, with recent updates ranging from about €55 to €71 as analysts factor in their latest views on growth, margins and valuation multiples, while the model's fair value estimate remains steady at €64.83. Analyst Commentary Recent Street research on Exosens clusters around higher price targets in a relatively tight band, giving you a clearer sense of how the market is framing potential risk and reward.Narrativ-Update • Mar 12
EXENS: Defense Contracts And New Shareholder Support Will Underpin Measured Outlook
Exosens' analyst price target has been revised higher to €64.83 from €51.33, reflecting updated assumptions on revenue growth, profit margins, and future P/E in line with recent price target increases from several banks including JPMorgan, Deutsche Bank, Citi, and Berenberg. Analyst Commentary Recent research shows a cluster of higher price targets on Exosens, with JPMorgan at the upper end and several other banks setting targets in a similar range.
Narrativ-Update • Feb 22
EXENS: Future Defense Contracts Will Still Reveal Extended Overvaluation Risk
Analysts have nudged their price target on Exosens slightly higher to €39.06 from €38.30, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E, which together support a modest uplift in estimated fair value. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens for about €268.7 million at €54 per share, making Theon the second largest shareholder after Groupe HLD, following regulatory clearances and closing on January 7, 2026 (Key Developments).Narrativ-Update • Feb 07
EXENS: Defense Contracts And New Shareholder Support Will Strengthen Future Earnings Power
Analysts have maintained their price target for Exosens at €61.00. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they view as offsetting one another.Narrativ-Update • Jan 24
EXENS: Long Term Defense Contracts Will Drive Future Earnings Power Higher
Analysts now set their fair value estimate for Exosens at $61.00, compared with the prior $60.00, citing adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Theon International Plc completed the acquisition of a 9.8% stake in Exosens for approximately €268.7 million at €54 per share, becoming the second largest shareholder after Groupe HLD (M&A Transaction Closings).Narrativ-Update • Jan 10
EXENS: Future Defense Contracts Will Expose Overvaluation Risk Despite Extended Supply Agreement
Analysts have raised their price target on Exosens to about $38.30 from $33.50, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that they see as better reflecting the company’s current outlook. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens from Invest Gamma, HLD Europe S.C.A. and Invest Prince Henri SCA for about €268.7 million at €54 per share.Narrativ-Update • Dec 26
EXENS: German Defense Contract Will Drive Earnings Power Higher
Analysts have raised their price target on Exosens from 50.50 dollars to 60.00 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a richer future earnings multiple supported by a marginally lower discount rate. What's in the News Exosens and Theon International secured a landmark OCCAR contract to supply 100,000 Mikron binocular devices embedding 200,000 16mm tubes for the German Armed Forces and additional devices for Belgium, a deal valued at more than EUR 500 million and described as likely the largest night vision contract ever concluded globally (Key Developments).Narrativ-Update • Dec 12
EXENS: Extended Defense Contracts And Equity Stake Will Support Steady Outlook
Analysts have raised their price target on Exosens from approximately $49.67 to $51.33, citing a modestly lower discount rate and slightly higher expected future valuation multiples, despite marginally softer revenue growth and profit margin assumptions. What's in the News Exosens and Theon International extended their long term commercial agreement for Image Intensifier Tubes by three years to cover potential deliveries through 2030, with Theon set to convert 2027 and 2028 options into firm orders and increase its annual purchase volumes (company announcement).Narrativ-Update • Nov 28
EXENS: Major Defense Contract Will Drive Demand Momentum Through 2028
Analysts have slightly adjusted their price target for Exosens, maintaining it at $49.67. The updated expectations reflect a marginal decrease in projected revenue growth, which is offset by a modest improvement in anticipated profit margins.Narrativ-Update • Nov 13
EXENS: Recent Stake Acquisition and Defense Contract Will Shape Outlook Through 2028
Analysts have raised their price target for Exosens from $48.67 to $49.67, citing improved revenue growth forecasts and a slightly lower discount rate as key factors behind the increase. What's in the News Theon International Plc entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, making Theon the second largest shareholder upon completion.Narrativ-Update • Oct 30
EXENS: Defense Sector Demand And Shareholder Shift Will Shape Outlook
Analysts have raised their price target for Exosens from $47.56 to $48.67, citing incremental improvements in revenue growth, profit margins, and future earnings expectations. What's in the News Theon International Plc has entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, which would make Theon the second largest shareholder, pending regulatory approval.Analyseartikel • Oct 27
Calculating The Intrinsic Value Of Exosens (EPA:EXENS)
Key Insights Exosens' estimated fair value is €53.11 based on 2 Stage Free Cash Flow to Equity Exosens' €47.50 share...Narrativ-Update • Oct 16
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Analysts have raised their price target for Exosens from $45.50 to $47.56, citing expectations of slightly stronger revenue growth and higher future valuation multiples. What's in the News Theon International Plc has agreed to acquire a 9.8% stake in Exosens for approximately €270 million, becoming the company's second largest shareholder.Analyseartikel • Sep 15
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrativ-Update • Sep 10
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Despite a reduction in consensus revenue growth forecasts, the valuation multiple for Exosens SAS has increased, driving the analyst price target up from €42.57 to €45.50. What's in the News Exosens announces a share repurchase program of up to 240,000 shares, intended to cover performance share plans for employees, with an expiration date of October 31, 2025.Narrativ-Update • Aug 08
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
With no significant changes in Exosens' discount rate or future P/E, the consensus analyst price target remained steady at €42.57. What's in the News Exosens announces a share repurchase program for up to 240,000 shares, with repurchased shares to be used for employee performance share plans and offer expiring on October 31, 2025.Analyseartikel • Aug 03
Exosens (EPA:EXENS) Released Earnings Last Week And Analysts Lifted Their Price Target To €41.21
It's been a good week for Exosens ( EPA:EXENS ) shareholders, because the company has just released its latest...Analyseartikel • Jul 25
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 26% Above Its Share Price
Key Insights The projected fair value for Exosens is €50.06 based on 2 Stage Free Cash Flow to Equity Current share...Analyseartikel • Jul 06
Exosens (EPA:EXENS) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Analyseartikel • Jun 13
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Neues Narrativ • Jun 08
Elevated Defense Spending Will Challenge Overvaluation And Unleash Upside
Growth and profitability expectations rely on sustained global defense spending, rapid demand capture, and seamless operational execution, making them vulnerable to defense cycle shifts and integratiAnalyseartikel • May 29
Market Participants Recognise Exosens' (EPA:EXENS) Revenues Pushing Shares 27% Higher
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Longer-term...Analyseartikel • Mar 06
€31.58 - That's What Analysts Think Exosens (EPA:EXENS) Is Worth After These Results
The investors in Exosens 's ( EPA:EXENS ) will be rubbing their hands together with glee today, after the share price...Analyseartikel • Mar 05
Optimistic Investors Push Exosens (EPA:EXENS) Shares Up 37% But Growth Is Lacking
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 37% gain in the last month alone. Longer-term...Analyseartikel • Feb 14
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 96% Above Its Share Price
Key Insights The projected fair value for Exosens is €42.30 based on 2 Stage Free Cash Flow to Equity Exosens' €21.56...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 687 | 123 | 98 | 165 | 9 |
| 12/31/2027 | 607 | 103 | 74 | 135 | 9 |
| 12/31/2026 | 536 | 86 | 61 | 128 | 9 |
| 12/31/2025 | 468 | 70 | 50 | 100 | N/A |
| 6/30/2025 | 432 | 56 | 57 | 101 | N/A |
| 3/31/2025 | 413 | 41 | 56 | 99 | N/A |
| 12/31/2024 | 383 | 29 | 54 | 94 | N/A |
| 9/30/2024 | 374 | 14 | 48 | 85 | N/A |
| 6/30/2024 | 354 | -3 | 40 | 74 | N/A |
| 3/31/2024 | 323 | 2 | 30 | 62 | N/A |
| 12/31/2023 | 292 | 7 | 20 | 50 | N/A |
| 12/31/2022 | 201 | 1 | 26 | 47 | N/A |
| 12/31/2021 | 166 | -149 | 23 | 43 | N/A |
| 12/31/2020 | 150 | -16 | 30 | 44 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: EXENSDas prognostizierte Gewinnwachstum (16.3% pro Jahr) liegt über der Sparquote (2.5%).
Ertrag vs. Markt: EXENSDie Erträge des Unternehmens (16.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (12.4% pro Jahr).
Hohe Wachstumserträge: EXENSDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: EXENSDie Einnahmen des Unternehmens (11.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (5.6% pro Jahr).
Hohe Wachstumseinnahmen: EXENSDie Einnahmen des Unternehmens (11.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: EXENSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (20.2%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 09:51 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* 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
Exosens wird von 15 Analysten beobachtet. 9 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.
| Analyst | Einrichtung |
|---|---|
| Amelie Dueckelmann-Dublany | Berenberg |
| Aleksander Peterc | Bernstein |
| Laurent Gelebart | BNP Paribas |