Beijer Ref Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 3/6
Beijer Ref verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 22%, während die Gewinne der Branche Trade Distributors jährlich um gewachsen und zwar um 6.7%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 19.4%. Die Eigenkapitalrendite von Beijer Ref beträgt 10.2% und die Nettomargen betragen 6.3%.
Wichtige Informationen
21.98%
Wachstumsrate der Gewinne
15.06%
EPS-Wachstumsrate
| Trade Distributors Wachstum der Industrie | 19.60% |
| Wachstumsrate der Einnahmen | 19.38% |
| Eigenkapitalrendite | 10.16% |
| Netto-Marge | 6.33% |
| Nächste Ertragsaktualisierung | 17 Jul 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Jul 06
BEIJ B: U.S. Consolidation Risks Will Challenge Inflation-Backed Bull Case
Analysts have raised their fair value estimate for Beijer Ref to SEK 118.43. The revision is supported by updated assumptions around growth, margin profile and future P/E, as well as recent research highlighting the company’s platform for U.S. consolidation and mixed but engaged coverage across the Street.
Narrative-Update • Jun 22
BEIJ B: U.S. Consolidation Platform And Inflationary Backdrop Will Support Future Upside
Analysts have trimmed their consolidated fair value estimate for Beijer Ref to around SEK 160 from about SEK 162, reflecting slightly adjusted assumptions on discount rates and growth. The latest research also points to potential benefits from an inflationary backdrop and the company’s U.S. consolidation platform.Narrative-Update • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Narrative-Update • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.Neues Narrative • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?Analyseartikel • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Narrative-Update • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
Neues Narrative • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?Narrative-Update • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analyseartikel • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Narrative-Update • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Narrative-Update • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Analyseartikel • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...Analyseartikel • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Neues Narrative • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.Narrative-Update • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analyseartikel • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...Analyseartikel • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...Analyseartikel • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Analyseartikel • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analyseartikel • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analyseartikel • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyseartikel • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...Narrative-Update • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.Analyseartikel • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analyseartikel • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analyseartikel • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...Analyseartikel • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...Analyseartikel • Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...
Neues Narrative • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Beijer Ref Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 36,718 | 2,325 | 7,334 | 0 |
| 31 Dec 25 | 37,067 | 2,326 | 7,334 | 0 |
| 30 Sep 25 | 37,613 | 2,450 | 6,990 | 0 |
| 30 Jun 25 | 37,381 | 2,375 | 6,990 | 0 |
| 31 Mar 25 | 36,880 | 2,306 | 6,990 | 0 |
| 31 Dec 24 | 35,662 | 2,227 | 6,990 | 0 |
| 30 Sep 24 | 34,482 | 2,535 | 6,338 | 0 |
| 30 Jun 24 | 33,479 | 2,438 | 6,338 | 0 |
| 31 Mar 24 | 32,452 | 2,423 | 6,338 | 0 |
| 31 Dec 23 | 32,150 | 2,375 | 6,338 | 0 |
| 30 Sep 23 | 30,340 | 1,761 | 4,369 | 0 |
| 30 Jun 23 | 27,828 | 1,625 | 4,369 | 0 |
| 31 Mar 23 | 25,113 | 1,329 | 4,369 | 0 |
| 31 Dec 22 | 22,638 | 1,248 | 4,369 | 0 |
| 30 Sep 22 | 21,092 | 1,353 | 3,222 | 0 |
| 30 Jun 22 | 19,454 | 1,176 | 3,222 | 0 |
| 31 Mar 22 | 18,077 | 1,069 | 3,222 | 0 |
| 31 Dec 21 | 16,905 | 979 | 3,222 | 0 |
| 30 Sep 21 | 16,041 | 908 | 2,801 | 0 |
| 30 Jun 21 | 15,538 | 905 | 2,801 | 0 |
| 31 Mar 21 | 14,315 | 769 | 2,801 | 0 |
| 31 Dec 20 | 14,062 | 722 | 2,801 | 0 |
| 30 Sep 20 | 14,088 | 723 | 3,035 | 0 |
| 30 Jun 20 | 14,203 | 733 | 3,035 | 0 |
| 31 Mar 20 | 14,861 | 829 | 3,035 | 0 |
| 31 Dec 19 | 14,817 | 864 | 3,035 | 0 |
| 30 Sep 19 | 14,676 | 845 | 2,958 | 0 |
| 30 Jun 19 | 14,330 | 830 | 2,958 | 0 |
| 31 Mar 19 | 13,844 | 820 | 2,958 | 0 |
| 31 Dec 18 | 13,015 | 769 | 2,958 | 0 |
| 30 Sep 18 | 12,123 | 752 | 2,183 | 0 |
| 30 Jun 18 | 11,071 | 660 | 2,183 | 0 |
| 31 Mar 18 | 10,217 | 559 | 2,183 | 0 |
| 31 Dec 17 | 9,830 | 511 | 2,183 | 0 |
| 30 Sep 17 | 9,629 | 464 | 2,086 | 0 |
| 30 Jun 17 | 9,535 | 432 | 2,086 | 0 |
| 31 Mar 17 | 9,296 | 401 | 2,086 | 0 |
| 31 Dec 16 | 9,045 | 389 | 2,086 | 0 |
| 30 Sep 16 | 8,872 | 374 | 1,917 | 0 |
| 30 Jun 16 | 8,746 | 379 | 1,917 | 0 |
| 31 Mar 16 | 8,482 | 364 | 1,917 | 0 |
| 31 Dec 15 | 8,361 | 366 | 1,917 | 0 |
| 30 Sep 15 | 8,124 | 365 | 1,664 | 0 |
Qualität der Erträge: BEIJ B hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: BEIJ BDie aktuellen Gewinnspannen (6.3%) sind höher als im letzten Jahr (6.3%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: BEIJ BIn den letzten 5 Jahren sind die Einnahmen von 22% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: BEIJ BDas Gewinnwachstum des Unternehmens im letzten Jahr (0.8%) liegt unter seinem 5-Jahres-Durchschnitt (22% pro Jahr).
Erträge im Vergleich zur Industrie: BEIJ B Das Gewinnwachstum im vergangenen Jahr (0.8%) übertraf nicht die Entwicklung der Branche Trade Distributors 9.6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: BEIJ BDie Eigenkapitalrendite des Unternehmens (10.2%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/16 15:04 |
| Aktienkurs zum Tagesende | 2026/07/16 00:00 |
| Gewinne | 2026/03/31 |
| 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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
Beijer Ref AB (publ) wird von 20 Analysten beobachtet. 8 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 |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |