Beijer Ref Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Beijer Ref de 9.3% y 5.7% por año respectivamente. Se prevé que el BPA crezca en un 9.2% al año. Se espera que la rentabilidad financiera sea de 11.8% en 3 años.
Información clave
9.3%
Tasa de crecimiento de los beneficios
9.25%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Trade Distributors | 11.5% |
| Tasa de crecimiento de los ingresos | 5.7% |
| Rentabilidad financiera futura | 11.79% |
| Cobertura de analistas | Good |
| Última actualización | 11 Sep 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Artículo de análisis • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Recent updates
Actualización de narrativa • Aug 03
BEIJ B: Inflation Support And U.S. Consolidation Platform Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Beijer Ref higher to roughly SEK 127 per share from about SEK 118, reflecting updated assumptions on discount rate, profitability and future P/E, alongside fresh Street research that highlights potential benefits from an inflationary backdrop and the company’s platform for U.S. consolidation. What’s in the News for Beijer Ref Beijer Ref announced that Chief Executive Officer Christopher Norbye has decided to step down from his role to pursue new opportunities outside the group, with his departure planned for 14 August 2026.Artículo de análisis • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...
Actualización de narrativa • Jul 20
BEIJ B: Inflation Pricing And U.S. Consolidation Platform Will Drive Future Upside
Analysts have adjusted their fair value estimate for Beijer Ref to SEK 180, down from SEK 197, as they balance slightly higher assumed growth and margins with a modestly higher discount rate and updated P/E expectations informed by recent research on inflation trends and the company's U.S. consolidation platform. Analyst Commentary Recent Street research on Beijer Ref highlights that some bullish analysts see room for upside relative to the updated SEK 180 fair value estimate, particularly as they factor in the company’s exposure to inflation-linked pricing and its U.S. consolidation platform.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Nueva narrativa • 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?Artículo de análisis • 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...Actualización de narrativa • 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.Nueva narrativa • 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?Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 44,649 | 3,365 | 3,266 | 4,364 | 8 |
| 12/31/2027 | 42,176 | 3,024 | 2,801 | 3,830 | 8 |
| 12/31/2026 | 39,358 | 2,670 | 2,971 | 3,930 | 8 |
| 6/30/2026 | 37,322 | 2,365 | 3,304 | 3,725 | N/A |
| 3/31/2026 | 36,718 | 2,325 | 3,650 | 4,071 | N/A |
| 12/31/2025 | 37,067 | 2,326 | 3,788 | 4,209 | N/A |
| 9/30/2025 | 37,613 | 2,450 | 3,324 | 3,702 | N/A |
| 6/30/2025 | 37,381 | 2,375 | 2,806 | 3,251 | N/A |
| 3/31/2025 | 36,880 | 2,306 | 2,562 | 3,007 | N/A |
| 12/31/2024 | 35,662 | 2,227 | 2,635 | 3,080 | N/A |
| 9/30/2024 | 34,482 | 2,535 | 3,216 | 3,678 | N/A |
| 6/30/2024 | 33,479 | 2,438 | 3,227 | 3,587 | N/A |
| 3/31/2024 | 32,452 | 2,423 | 2,333 | 2,693 | N/A |
| 12/31/2023 | 32,150 | 2,375 | 1,393 | 1,753 | N/A |
| 9/30/2023 | 30,340 | 1,761 | 248 | 695 | N/A |
| 6/30/2023 | 27,828 | 1,625 | -419 | -199 | N/A |
| 3/31/2023 | 25,113 | 1,329 | -261 | -41 | N/A |
| 12/31/2022 | 22,638 | 1,248 | -139 | 81 | N/A |
| 9/30/2022 | 21,092 | 1,353 | -1,050 | -848 | N/A |
| 6/30/2022 | 19,454 | 1,176 | -945 | -743 | N/A |
| 3/31/2022 | 18,077 | 1,069 | -732 | -530 | N/A |
| 12/31/2021 | 16,905 | 979 | -113 | 89 | N/A |
| 9/30/2021 | 16,041 | 908 | 587 | 772 | N/A |
| 6/30/2021 | 15,538 | 905 | 804 | 989 | N/A |
| 3/31/2021 | 14,315 | 769 | 1,284 | 1,469 | N/A |
| 12/31/2020 | 14,062 | 722 | 1,145 | 1,330 | N/A |
| 9/30/2020 | 14,088 | 723 | 1,296 | 1,460 | N/A |
| 6/30/2020 | 14,203 | 733 | 1,424 | 1,588 | N/A |
| 3/31/2020 | 14,861 | 829 | N/A | 1,216 | N/A |
| 12/31/2019 | 14,817 | 864 | N/A | 1,255 | N/A |
| 9/30/2019 | 14,676 | 845 | N/A | 1,221 | N/A |
| 6/30/2019 | 14,330 | 830 | N/A | 828 | N/A |
| 3/31/2019 | 13,844 | 820 | N/A | 885 | N/A |
| 12/31/2018 | 13,015 | 769 | N/A | 690 | N/A |
| 9/30/2018 | 12,123 | 752 | N/A | 380 | N/A |
| 6/30/2018 | 11,071 | 660 | N/A | 494 | N/A |
| 3/31/2018 | 10,217 | 559 | N/A | 360 | N/A |
| 12/31/2017 | 9,830 | 511 | N/A | 502 | N/A |
| 9/30/2017 | 9,629 | 464 | N/A | 402 | N/A |
| 6/30/2017 | 9,535 | 432 | N/A | 236 | N/A |
| 3/31/2017 | 9,296 | 401 | N/A | 256 | N/A |
| 12/31/2016 | 9,045 | 389 | N/A | 65 | N/A |
| 9/30/2016 | 8,872 | 374 | N/A | 243 | N/A |
| 6/30/2016 | 8,746 | 379 | N/A | 341 | N/A |
| 3/31/2016 | 8,482 | 364 | N/A | 478 | N/A |
| 12/31/2015 | 8,361 | 366 | N/A | 495 | N/A |
| 9/30/2015 | 8,124 | 365 | N/A | 500 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.3% al año) de BEIJ B es superior a la tasa de ahorro (2.1%).
Beneficios vs. Mercado: Se prevé que los beneficios (9.3% al año) de BEIJ B crezcan más rápidamente que el mercado Swedish (7.4% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de BEIJ B crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (5.7% al año) de BEIJ B crezcan más rápidamente que los del mercado Swedish (-1.2% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.7% al año) de BEIJ B crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de BEIJ B sea baja dentro de 3 años (11.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/15 02:35 |
| Precio de las acciones al final del día | 2026/09/15 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Beijer Ref AB (publ) está cubierta por 20 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |