Odfjell SE

Report azionario OB:ODF

Capitalizzazione di mercato: NOK 8.6b

Odfjell Performance degli utili passati

Criteri Il passato verificati 2/6

Odfjell ha registrato una crescita degli utili a un tasso medio annuo di 35.3%, mentre il settore Shipping ha registrato utili in crescita a un tasso medio annuo di 23%. I ricavi sono stati in crescita a un tasso medio annuo di 2.5%. Il ritorno sul capitale proprio di Odfjell è 15.6% e ha margini netti di 13.9%.

Informazioni chiave

35.33%

Tasso di crescita degli utili

35.32%

Tasso di crescita dell'EPS

Shipping Crescita del settore48.58%
Tasso di crescita dei ricavi2.50%
Rendimento del capitale proprio15.55%
Margine netto13.85%
Prossimo aggiornamento sugli utili20 Aug 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Ripartizione dei ricavi e delle spese

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


Storico di utili e ricavi

OB:ODF Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: ODF ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ODF (13.9%) sono inferiori rispetto allo scorso anno (20%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di ODF sono cresciuti in modo significativo del 35.3% all'anno negli ultimi 5 anni.

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

Guadagni vs Settore: ODF ha avuto una crescita negativa degli utili ( -37.4% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Shipping ( -18.1% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 15.6% ) di ODF 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'azienda2026/05/24 04:00
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

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

Odfjell SE è coperta da 8 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
Lars KalbakkenCarnegie Investment Bank AB
Anders-Redigh KarlsenDanske Bank
Jostein AschjemDNB Carnegie