LEM Holding SA

Report azionario SWX:LEHN

Capitalizzazione di mercato: CHF 378.6m

LEM Holding Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di LEM Holding sono diminuiti a un tasso medio annuo di -22.5%, mentre il settore Electronic ha visto gli utili diminuire a un tasso medio annuo di 6.8%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.9%. Il ritorno sul capitale proprio di LEM Holding è 6.4% e ha margini netti di 2.8%.

Informazioni chiave

-22.50%

Tasso di crescita degli utili

-28.50%

Tasso di crescita dell'EPS

Electronic Crescita del settore10.05%
Tasso di crescita dei ricavi-0.92%
Rendimento del capitale proprio6.39%
Margine netto2.84%
Prossimo aggiornamento sugli utili26 May 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...

Recent updates

Aggiornamento della narrazione Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
Aggiornamento della narrazione Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
Aggiornamento della narrazione Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
Aggiornamento della narrazione Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
Nuova narrazione Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
Nuova narrazione Feb 15

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Feb 15

LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside

Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.
Articolo di analisi Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...
Articolo di analisi Nov 05

LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...
Aggiornamento della narrazione Nov 03

LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.
Aggiornamento della narrazione Oct 20

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.
Articolo di analisi Oct 01

Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Sep 02

We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With 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...
Articolo di analisi Aug 06

LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%

SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...
Articolo di analisi Aug 01

LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...
Articolo di analisi Jun 20

We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...
Articolo di analisi Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
User avatar
Nuova narrazione Mar 19

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.
Articolo di analisi Nov 16

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Articolo di analisi Nov 14

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...
Articolo di analisi Nov 13

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
Articolo di analisi Aug 01

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
Articolo di analisi Jul 31

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...
Articolo di analisi Jul 15

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...
Articolo di analisi Jun 21

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...
Articolo di analisi Jun 02

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...
Articolo di analisi Jun 01

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...
Articolo di analisi Apr 13

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...
Articolo di analisi Mar 13

Is LEM Holding (VTX:LEHN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jan 19

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...
Articolo di analisi Jan 04

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Articolo di analisi Dec 05

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...
Articolo di analisi Oct 25

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Articolo di analisi Oct 10

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...
Articolo di analisi Sep 01

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...
Articolo di analisi Jul 17

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

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...
Articolo di analisi Jul 03

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...
Articolo di analisi Jun 23

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Jun 09

Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi May 27

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

LEM Holding SA ( VTX:LEHN ), might not be a large cap stock, but it saw significant share price movement during recent...

Ripartizione dei ricavi e delle spese

Come LEM Holding guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

SWX:LEHN Ricavi, spese e utili (CHF Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 2529486429
30 Sep 2529976631
30 Jun 2530266834
31 Mar 2530787135
31 Dec 24320227435
30 Sep 24339317634
30 Jun 24374507635
31 Mar 24406657434
31 Dec 23421757233
30 Sep 23432847233
30 Jun 23428817032
31 Mar 23406756832
31 Dec 22399746029
30 Sep 22388726331
30 Jun 22371706130
31 Mar 22373726029
31 Dec 21358735328
30 Sep 21341675630
30 Jun 21320625329
31 Mar 21301565328
31 Dec 20290455226
30 Sep 20293595327
30 Jun 20300585528
31 Mar 20308615728
31 Dec 19312655429
30 Sep 19312505429
30 Jun 19316535428
31 Mar 19322525428
31 Dec 18321545727
30 Sep 18318555624
30 Jun 18313545623
31 Mar 18301545521
31 Dec 17292505216
30 Sep 17284495318
30 Jun 17274475317
31 Mar 17265455216
31 Dec 16261455315
30 Sep 16263465115
30 Jun 16267455315
31 Mar 16261435315
31 Dec 15260415315
30 Sep 15258415315
30 Jun 15254415015

Guadagni di qualità: LEHN ha un grande una tantum perdita di CHF9.2M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di LEHN (2.8%) sono inferiori rispetto allo scorso anno (6.9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di LEHN sono diminuiti del 22.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: LEHN ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: LEHN ha avuto una crescita negativa degli utili ( -61.9% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Electronic ( -44.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 6.4% ) di LEHN è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 02:33
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LEM Holding SA è coperta da 7 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg
Reto HuberResearch Partners AG