Odfjell SE

OB:ODF Lagerbericht

Marktkapitalisierung: NOK 8.6b

Odfjell Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 2/6

Odfjell verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 35.3%, während die Gewinne der Branche Shipping jährlich um gewachsen und zwar um 23%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 2.5%. Die Eigenkapitalrendite von Odfjell beträgt 15.6% und die Nettomargen betragen 13.9%.

Wichtige Informationen

35.33%

Wachstumsrate der Gewinne

35.32%

EPS-Wachstumsrate

Shipping Wachstum der Industrie48.58%
Wachstumsrate der Einnahmen2.50%
Eigenkapitalrendite15.55%
Netto-Marge13.85%
Nächste Ertragsaktualisierung20 Aug 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Analyseartikel May 14

Newsflash: Odfjell SE (OB:ODF) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering Odfjell SE ( OB:ODF ) delivered a dose of negativity to shareholders today, by making a...
Narrativ-Update Apr 28

ODF: Hold Downgrades Will Set Up Future Re Rating Opportunity

Analysts have trimmed their stance on Odfjell, with recent downgrades contributing to a more cautious view that keeps the fair value assessment steady at NOK 128.74, while Street targets such as NOK 114 indicate reduced optimism compared with earlier expectations. Analyst Commentary Bullish Takeaways Bullish analysts still see upside versus recent Street targets, with the fair value estimate of NOK 128.74 sitting above the NOK 114 reference point, suggesting room for re rating if execution aligns with expectations.
Narrativ-Update Apr 12

ODF: Softer Fair Value And Hold Downgrades Will Shape A More Cautious Outlook

The analyst price target for Odfjell has been reset lower to NOK 114, with analysts pointing to slightly softer fair value estimates and modest tweaks to revenue growth, profit margin and forward P/E assumptions as key reasons for the adjustment. Analyst Commentary Recent research updates on Odfjell have shifted to a more neutral stance, with the latest moves pointing to a Hold view around the NOK 114 price target.
Narrativ-Update Mar 29

ODF: Revised Assumptions And Dividend Outlook Will Support Future Upside Potential

The analyst price target for Odfjell has been revised to NOK 114 from NOK 154, as analysts factor in slightly higher discount rates, somewhat softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance around Odfjell, with the consensus price target now aligned at NOK 114 and ratings moving to Hold.
Narrativ-Update Mar 15

ODF: Higher Future P/E Assumptions Will Support A More Constructive Outlook

The analyst price target for Odfjell has been reduced from about NOK 141 to around NOK 134, as analysts factor in lower revenue growth assumptions, slimmer profit margin expectations, a slightly higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent research updates reflect a more cautious stance on Odfjell, with multiple analysts moving to neutral ratings and setting price targets around or below the current consensus level.
Narrativ-Update Mar 01

ODF: Execution Risks And Margin Pressure Will Likely Restrain Future P/E Multiple

We trim our Odfjell fair value estimate to NOK 104 from NOK 118, reflecting analysts' more cautious assumptions on growth, margins and a higher future P/E multiple following recent downgrades and price targets such as NOK 114. Analyst Commentary Recent Street commentary points to a more cautious stance on Odfjell, with several bearish analysts revisiting their ratings and price assumptions.
Narrativ-Update Feb 15

ODF: Joint Venture Expansion Will Support Earnings Quality And Future Upside Potential

Analysts have trimmed their Odfjell price target from NOK 167.78 to NOK 154.40, citing slightly lower assumptions for revenue growth and profit margins alongside a higher future P/E multiple. Analyst Commentary Even with the trimmed price target to NOK 154.40, some bullish analysts still highlight potential upside if Odfjell executes well on its current plans.
Analyseartikel Feb 15

Odfjell SE (OB:ODF) Just Reported Earnings, And Analysts Cut Their Target Price

Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 7.6% to kr122 in...
Narrativ-Update Feb 01

ODF: Joint Venture And Fleet Expansion Will Shape A Balanced Outlook

Analysts have reduced their price target on Odfjell to reflect an updated fair value estimate of $140.57, down from $151.02, as they factor in slightly different assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Odfjell SE and Nissen Kaiun Co. Ltd.
Narrativ-Update Jan 18

ODF: Future Fleet Expansion Will Likely Not Justify Current P/E Multiple

Analysts have trimmed their price target on Odfjell to about NOK 118 from roughly NOK 124. This reflects updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple.
Analyseartikel Nov 09

Revenue Beat: Odfjell SE Beat Analyst Estimates By 29%

A week ago, Odfjell SE ( OB:ODF ) came out with a strong set of third-quarter numbers that could potentially lead to a...
Analyseartikel Oct 30

Investors Will Want Odfjell's (OB:ODF) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyseartikel Jul 04

Here's Why We Think Odfjell (OB:ODF) Might Deserve Your Attention Today

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 07

Improved Earnings Required Before Odfjell SE (OB:ODF) Stock's 30% Jump Looks Justified

Odfjell SE ( OB:ODF ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last month...
Analyseartikel May 01

It Looks Like Shareholders Would Probably Approve Odfjell SE's (OB:ODF) CEO Compensation Package

Key Insights Odfjell's Annual General Meeting to take place on 7th of May Total pay for CEO Harald Fotland includes...
Analyseartikel Mar 20

These 4 Measures Indicate That Odfjell (OB:ODF) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Neues Narrativ Feb 09

Fleet Renewal And Terminal Expansion Projects In Antwerp And Korea Will Offer Opportunities Amidst Rising Competition

Fleet expansion and vessel renewal could boost revenue and operational efficiency, while efficiency efforts enhance margins amid rising fuel costs.
Analyseartikel Jan 14

Is Now The Time To Put Odfjell (OB:ODF) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Dec 25

The Trend Of High Returns At Odfjell (OB:ODF) Has Us Very Interested

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Analyseartikel Nov 13

Why Investors Shouldn't Be Surprised By Odfjell SE's (OB:ODF) 25% Share Price Plunge

To the annoyance of some shareholders, Odfjell SE ( OB:ODF ) shares are down a considerable 25% in the last month...
Analyseartikel Nov 08

Earnings Miss: Odfjell SE Missed EPS By 11% And Analysts Are Revising Their Forecasts

Odfjell SE ( OB:ODF ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...
Analyseartikel Oct 17

Odfjell (OB:ODF) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Sep 27

The Market Doesn't Like What It Sees From Odfjell SE's (OB:ODF) Earnings Yet

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 12x, you may consider...
Analyseartikel Jul 31

If EPS Growth Is Important To You, Odfjell (OB:ODF) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Jun 28

Is Odfjell (OB:ODF) Using Too Much 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 Apr 20

Odfjell SE's (OB:ODF) Price Is Right But Growth Is Lacking After Shares Rocket 29%

Odfjell SE ( OB:ODF ) shareholders have had their patience rewarded with a 29% share price jump in the last month. The...
Analyseartikel Apr 13

Odfjell (OB:ODF) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analyseartikel Mar 28

Is Now The Time To Put Odfjell (OB:ODF) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Feb 12

Odfjell SE (OB:ODF) Released Earnings Last Week And Analysts Lifted Their Price Target To kr160

Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 5.8% to kr138 in...
Analyseartikel Feb 02

Odfjell SE (OB:ODF) Surges 27% Yet Its Low P/E Is No Reason For Excitement

The Odfjell SE ( OB:ODF ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Analyseartikel Jan 19

We Think Odfjell (OB:ODF) Can Stay On Top Of 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 Dec 21

Returns Are Gaining Momentum At Odfjell (OB:ODF)

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 Oct 07

Does Odfjell (OB:ODF) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Aug 25

We Think Odfjell (OB:ODF) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Odfjell Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

OB:ODF Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 261,105153840
31 Dec 251,115155850
30 Sep 251,141168820
30 Jun 251,171196800
31 Mar 251,220244760
31 Dec 241,249278740
30 Sep 241,249279730
30 Jun 241,227260720
31 Mar 241,197224710
31 Dec 231,194203700
30 Sep 231,216202710
30 Jun 231,272200700
31 Mar 231,320177740
31 Dec 221,310142740
30 Sep 221,275107660
30 Jun 221,18231660
31 Mar 221,087-7600
31 Dec 211,038-33590
30 Sep 21989-51620
30 Jun 21960-22600
31 Mar 2194217600
31 Dec 2093928590
30 Sep 2092220610
30 Jun 2090615620
31 Mar 20894-26650
31 Dec 19872-37680
30 Sep 19877-74690
30 Jun 19872-104690
31 Mar 19858-214700
31 Dec 18851-211700
30 Sep 18843-59680
30 Jun 18841-38690
31 Mar 1884177690
31 Dec 1784391680
30 Sep 1783330700
30 Jun 1783057700
31 Mar 1782678720
31 Dec 16825100710
30 Sep 1683739730
30 Jun 1687529740
31 Mar 1691420780
31 Dec 15929-36820
30 Sep 15959-36800
30 Jun 15983-52870

Qualität der Erträge: ODF hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: ODFDie aktuellen Gewinnspannen (13.9%) sind niedriger als im letzten Jahr (20%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: ODFIn den letzten 5 Jahren sind die Einnahmen von 35.3% pro Jahr erheblich gestiegen.

Beschleunigtes Wachstum: ODFDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: ODF hatte im vergangenen Jahr ein negatives Gewinnwachstum (-37.4%), was einen Vergleich mit dem Branchendurchschnitt Shipping (-18.1%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: ODFDie Eigenkapitalrendite des Unternehmens (15.6%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 01:47
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

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

Odfjell SE wird von 8 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
Lars KalbakkenCarnegie Investment Bank AB
Anders-Redigh KarlsenDanske Bank
Jostein AschjemDNB Carnegie