Signify N.V.

ENXTAM:LIGHT Rapport sur les actions

Capitalisation boursière : €2.0b

Signify Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de Signify ont diminué à un taux annuel moyen de -11.7%, tandis que le secteur Electrical a vu ses bénéfices augmenter de en à 14.2% par an. Les revenus ont augmenté de en baisse à un taux moyen de 4.3% par an. Le rendement des capitaux propres de Signify est 7.3% et ses marges nettes sont de 3.5%.

Informations clés

-11.65%

Taux de croissance des bénéfices

-11.55%

Taux de croissance du BPA

Electrical Croissance de l'industrie16.37%
Taux de croissance des recettes-4.28%
Rendement des fonds propres7.26%
Marge nette3.45%
Prochaine mise à jour des résultats24 Jul 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 17

LIGHT: Margin Execution And Dividend Will Support Recovery After Recent Downgrades

Analysts have reduced their fair value estimate for Signify to about €25.61 from €26.00, citing lower growth expectations and pricing pressure. These factors are consistent with recent downgrades that reference Chinese competition, delayed interest rate cuts and slower progress on margin improvement.
Mise à jour du récit Jun 02

LIGHT: Execution Risks And Higher Discount Rate Will Constrain Future Upside Potential

Analysts have reduced their average price target for Signify from €20.26 to €19.01, citing more cautious views reflected in recent bearish research, as well as a slightly higher assumed discount rate and P/E multiple, alongside softer expectations for revenue growth and margins. Analyst Commentary Recent research has tilted more cautious, with the latest reports highlighting both execution questions and valuation sensitivities around Signify.
Mise à jour du récit May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
Mise à jour du récit May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.
Mise à jour du récit Apr 18

LIGHT: Dividend Stability And Cash Generation Will Support Post Downgrade Re Rating

Analysts have trimmed their average 12 month price targets for Signify by a few euros to around €26, reflecting recent rating downgrades and a slightly more cautious view on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on Signify points to a more cautious tone overall, but there are still elements that constructive investors will focus on.
Mise à jour du récit Apr 04

LIGHT: Higher Discount Rate And Softer Outlook Will Reshape Margins Yet Support Rebound

Analysts have trimmed their fair value estimate for Signify to about €20.26 from roughly €23.81, citing softer revenue and margin expectations, along with a slightly higher assumed discount rate that has also led to several recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research has turned more cautious on Signify, with several houses cutting price targets and at least two downgrades, including one from JPMorgan.
Mise à jour du récit Mar 21

LIGHT: Dividend And Cash Generation Will Support Re Rating After Downgrades

Analysts have reduced their average price target on Signify by a few euros, reflecting recent downgrades and slightly more cautious assumptions around growth and risk, while expectations for fair value and long term profitability remain broadly unchanged. Analyst Commentary Recent research has featured several downgrades and lower price targets, but the way analysts talk about Signify still includes a clear list of positives that readers should keep in mind when weighing the stock.
Mise à jour du récit Mar 07

LIGHT: Lower Margins And Execution Risks Will Constrain Future Upside Potential

Analysts have trimmed their fair value estimate for Signify from about €16.70 to around €14.70, reflecting lower price targets and more cautious assumptions on growth, margins and future P/E multiples in recent research updates from several banks. Analyst Commentary Recent research on Signify has taken a more cautious tone, with several bearish analysts adjusting their views after reassessing growth assumptions, margin resilience and the level of P/E multiples they are comfortable applying to the shares.
Mise à jour du récit Feb 21

LIGHT: Execution And Dividend Will Support Re Rating After Recent Downgrades

Analysts have trimmed their average price target on Signify by a few euros, with recent cuts from Citi and Morgan Stanley, and downgrades from Berenberg and JPMorgan, pointing to a slightly more cautious view on the shares. Analyst Commentary Recent research has leaned more cautious on Signify, with several firms reducing price targets and issuing downgrades, including a cut from JPMorgan.
Mise à jour du récit Feb 07

LIGHT: Reset Expectations And Dividend Will Support Shares Over Time

Analysts have reduced their fair value estimate for Signify from €30.00 to €26.00, reflecting more cautious assumptions on revenue growth, profit margins, discount rate and future P/E following a recent round of price target cuts and downgrades from several banks. Analyst Commentary Recent Street research has focused on recalibrating expectations for Signify, with several banks adjusting price targets and ratings.
Article d’analyse Feb 04

Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.57

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
Article d’analyse Jan 29

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Mise à jour du récit Jan 23

LIGHT: Higher Discount Rate Will Tighten Upside In Execution Risk Scenario

Narrative Update The updated analyst price target for Signify moves lower to about €16.70 from €17.20. This reflects analysts' recent reductions in fair value assumptions that are consistent with Street price target cuts to €29 and €22, and with updated views on discount rate, revenue trends, profit margins and future P/E.
Article d’analyse Jan 13

Signify N.V. (AMS:LIGHT) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Signify's estimated fair value is €41.47 based on 2 Stage Free Cash Flow to Equity Signify's €21.28 share...
Mise à jour du récit Jan 09

LIGHT: Cost Discipline And Margins Will Support Rebound Despite Softer Demand

Narrative update Analysts have trimmed Signify's fair value estimate slightly to about €23.81. This reflects recent reductions in published price targets to €29 and €22 and updated views on revenue growth, margins and future P/E assumptions.
Article d’analyse Dec 30

Improved Earnings Required Before Signify N.V. (AMS:LIGHT) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 8x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
Mise à jour du récit Dec 26

LIGHT: Energy Efficient Lighting Demand Will Drive Shares Higher Over Time

Analysts have modestly reduced our fair value estimate for Signify to EUR 30 from EUR 33, reflecting a higher perceived risk profile and lower target multiples, despite slightly improved revenue growth expectations. Analyst Commentary Bullish analysts continue to view Signify as undervalued relative to its medium term earnings potential, even as near term uncertainties prompt incremental target reductions.
Article d’analyse Dec 15

Is Signify (AMS:LIGHT) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit Dec 12

LIGHT: Cost Discipline And Margin Resilience Will Support Earnings Recovery Ahead

Analysts have nudged down their price target on Signify to about EUR 24 from roughly EUR 24.20, citing slightly softer revenue growth expectations, offset by stable margins and a modestly lower future P E multiple. Analyst Commentary Recent revisions to price targets for Signify highlight a mixed but generally constructive view on the company, with upside potential balanced by execution and growth concerns.
Mise à jour du récit Nov 27

LIGHT: Cost Control And Efficiency Improvements Will Drive Earnings Recovery Ahead

Analysts have modestly reduced their price targets for Signify, with expectations now ranging from EUR 22 to EUR 29. This reflects concerns over revenue growth prospects and a slight decline in the discount rate used for valuation.
Mise à jour du récit Nov 13

LIGHT: Efficiency Efforts Are Expected To Drive Margins And Long-Term Upside

Analysts have lowered their price targets for Signify, with updated targets ranging from EUR 22 to EUR 29. This reflects cautious outlooks due to ongoing market and margin pressures.
Mise à jour du récit Oct 30

LIGHT: Improved Margins Will Underpin Shareholder Returns Amid Market Challenges

Analysts have reduced their price target for Signify by approximately €0.85. They cite modestly lower growth expectations but note that improved profit margins support the company's valuation.
Article d’analyse Oct 01

Is There Now An Opportunity In Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it saw a double-digit share price rise of over...
Article d’analyse Sep 16

Little Excitement Around Signify N.V.'s (AMS:LIGHT) Earnings

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 17x, you may...
Article d’analyse Aug 16

We Think Signify (AMS:LIGHT) Can Stay On Top Of Its Debt

ENXTAM:LIGHT 1 Year Share Price vs Fair Value Explore Signify's Fair Values from the Community and select yours Warren...
Article d’analyse Jul 16

Signify (AMS:LIGHT) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Article d’analyse Jul 01

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it led the ENXTAM gainers with a...
Article d’analyse Jun 16

Insufficient Growth At Signify N.V. (AMS:LIGHT) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7.9x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
Article d’analyse May 17

Is Signify (AMS:LIGHT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Apr 29

Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 7.1% to close at €19.64 following the...
Article d’analyse Apr 07

Returns On Capital At Signify (AMS:LIGHT) Have Hit The Brakes

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Mar 05

We Think Signify's (AMS:LIGHT) Solid Earnings Are Understated

The stock was sluggish on the back of Signify N.V.'s ( AMS:LIGHT ) recent earnings report. We have done some analysis...
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Nouveau récit Feb 17

Climate Transition Plan And F1 Partnership Will Drive Future Success In Sustainable Lighting

New organizational structure and cost reduction measures are expected to positively impact revenue and net margins.
Article d’analyse Feb 17

Should You Think About Buying Signify N.V. (AMS:LIGHT) Now?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Article d’analyse Jan 29

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 2.8% to...
Article d’analyse Dec 22

Not Many Are Piling Into Signify N.V. (AMS:LIGHT) Just Yet

With a price-to-earnings (or "P/E") ratio of 9.8x Signify N.V. ( AMS:LIGHT ) may be sending bullish signals at the...
Article d’analyse Dec 04

Signify (AMS:LIGHT) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Nov 16

Why Signify N.V. (AMS:LIGHT) Could Be Worth Watching

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it received a lot of attention from a substantial...
Article d’analyse Oct 28

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 9.6% to close at €24.18 following the...
Article d’analyse Aug 05

Signify's (AMS:LIGHT) Conservative Accounting Might Explain Soft Earnings

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...
Article d’analyse Jun 03

Investors Continue Waiting On Sidelines For Signify N.V. (AMS:LIGHT)

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...
Article d’analyse May 09

Signify's (AMS:LIGHT) Dividend Will Be Increased To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
Article d’analyse May 08

We Discuss Why Signify N.V.'s (AMS:LIGHT) CEO Compensation May Be Closely Reviewed

Key Insights Signify to hold its Annual General Meeting on 14th of May CEO Eric H. Rondolat's total compensation...
Article d’analyse May 01

Signify N.V. (AMS:LIGHT) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to...
Article d’analyse Apr 25

Signify's (AMS:LIGHT) Upcoming Dividend Will Be Larger Than Last Year's

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
Article d’analyse Apr 04

Signify (AMS:LIGHT) Is Increasing Its Dividend To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
Article d’analyse Mar 22

Does Signify (AMS:LIGHT) Have A Healthy Balance Sheet?

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

Ventilation des recettes et des dépenses

Comment Signify gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

ENXTAM:LIGHT Recettes, dépenses et bénéfices (EUR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 265,5911931,601229
31 Dec 255,7652541,640234
30 Sep 255,9283111,670239
30 Jun 256,0583431,701247
31 Mar 256,1233511,710258
31 Dec 246,1433281,715264
30 Sep 246,2222681,737278
30 Jun 246,3332431,751281
31 Mar 246,4942221,778280
31 Dec 236,7042031,807284
30 Sep 236,9482311,839284
30 Jun 237,2122571,879293
31 Mar 237,4044621,890298
31 Dec 227,5145231,885295
30 Sep 227,5446061,883295
30 Jun 227,2755891,830286
31 Mar 227,0494241,786284
31 Dec 216,8603971,755285
30 Sep 216,7303611,728284
30 Jun 216,8153561,754294
31 Mar 216,6743541,734291
31 Dec 206,5023251,702286
30 Sep 206,3742871,639281
30 Jun 206,1882751,573270
31 Mar 206,1962481,554268
31 Dec 196,2472621,557270
30 Sep 196,2222851,565265
30 Jun 196,2753071,577269
31 Mar 196,3352861,600276
31 Dec 186,3582631,621287
30 Sep 186,5251901,696306
30 Jun 186,6142081,744322
31 Mar 186,7762511,802334
31 Dec 176,9652941,868342
30 Sep 177,0073151,940345
30 Jun 177,0682571,989340
31 Mar 177,1032382,028338
31 Dec 167,1151892,017340
30 Sep 167,2261632,005349
30 Jun 167,3251781,986362
31 Mar 167,4402141,960366
31 Dec 157,4652261,984365

Des revenus de qualité: LIGHT a un important ponctuel perte de €121.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de LIGHT sont inférieures à celles de l'année dernière LIGHT. (3.5%) sont inférieures à celles de l'année dernière (5.7%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de LIGHT ont diminué de 11.7% par an au cours des 5 dernières années.

Accélération de la croissance: LIGHT a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: LIGHT a enregistré une croissance négative de ses bénéfices ( -45% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Electrical ( 16.9% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de LIGHT ( 7.3% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/17 20:18
Cours de l'action en fin de journée2026/07/17 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Signify N.V. est couverte par 25 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Rajesh PatkiBarclays
James WinchesterBarclays
George FeatherstoneBarclays