Odfjell SE

OB:ODF Rapport sur les actions

Capitalisation boursière : NOK 8.7b

Odfjell Résultats passés

Passé contrôle des critères 2/6

Odfjell a connu une croissance annuelle moyenne de ses bénéfices de 35.3%, tandis que le secteur Shipping a vu ses bénéfices augmenter de en hausse à 24.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 2.5% par an. Le rendement des capitaux propres de Odfjell est 15.6% et ses marges nettes sont de 13.9%.

Informations clés

35.33%

Taux de croissance des bénéfices

35.32%

Taux de croissance du BPA

Shipping Croissance de l'industrie48.58%
Taux de croissance des recettes2.50%
Rendement des fonds propres15.55%
Marge nette13.85%
Prochaine mise à jour des résultats20 Aug 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit May 27

ODF: Hold Downgrade And Fleet Renewal Will Shape Future Return Potential

Analysts have reduced their price target on Odfjell to NOK 114, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Hold. Analyst Commentary Analysts have shifted to a Hold view at a NOK 114 price target, which signals more balanced expectations around Odfjell’s risk and reward at current levels.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

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


Historique des gains et des recettes

OB:ODF Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
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

Des revenus de qualité: ODF a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de ODF sont inférieures à celles de l'année dernière ODF. (13.9%) sont inférieures à celles de l'année dernière (20%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de ODF ont augmenté de manière significative de 35.3% par an au cours des 5 dernières années.

Accélération de la croissance: ODF 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: ODF a enregistré une croissance négative de ses bénéfices ( -37.4% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Shipping ( -12.7% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de ODF ( 15.6% ) 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'entreprise2026/06/05 21:49
Cours de l'action en fin de journée2026/06/05 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 expliquant comment 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

Odfjell SE est couverte par 8 analystes. 5 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
Lars KalbakkenCarnegie Investment Bank AB
Anders-Redigh KarlsenDanske Bank
Jostein AschjemDNB Carnegie