View ValuationElmos Semiconductor 将来の成長Future 基準チェック /36Elmos Semiconductor利益と収益がそれぞれ年間14.4%と11.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.8% 14.5%なると予測されています。主要情報14.4%収益成長率14.53%EPS成長率Semiconductor 収益成長21.3%収益成長率11.5%将来の株主資本利益率17.77%アナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (0.6%).Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 66% to €194. The fair value is estimated to be €160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 06First quarter 2026 earnings released: EPS: €1.52 (vs €1.08 in 1Q 2025)First quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.New Risk • Apr 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €173, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 231% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.Reported Earnings • Mar 21Full year 2025 earnings released: EPS: €5.88 (vs €7.51 in FY 2024)Full year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Declared Dividend • Mar 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 318%.Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €117. The fair value is estimated to be €97.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.お知らせ • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.お知らせ • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.お知らせ • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.New Risk • Sep 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €1.61 (vs €1.42 in 2Q 2024)Second quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Jul 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 82% to €98.20. The fair value is estimated to be €81.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.57 per share.New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • May 17Elmos Semiconductor Se Approves Dividend for Fiscal Year 2024, Payable on May 20, 2025Elmos Semiconductor SE in its annual general meeting held on May 15, 2025 approved a dividend of EUR 1.00 per share for fiscal year 2024, 17.6% higher than the previous year. The dividend will be paid on May 20, 2025.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.Reported Earnings • May 08First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.お知らせ • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €70.20. The fair value is estimated to be €88.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.お知らせ • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.お知らせ • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025お知らせ • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €1.49 (vs €1.63 in 3Q 2023)Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €100 per share.業績と収益の成長予測WBAG:ELMO - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028826162131203512/31/2027744144125185512/31/202665812311216253/31/202660810985129N/A12/31/202558310166120N/A9/30/2025559124554N/A6/30/20255751261867N/A3/31/20255711232079N/A12/31/2024581129-5116N/A9/30/202459210233118N/A6/30/2024587105-1695N/A3/31/2024581103-5581N/A12/31/202357599-25103N/A9/30/202354493-6558N/A6/30/202351285-7140N/A3/31/202348278-3453N/A12/31/2022447711599N/A9/30/2022407641092N/A6/30/20223685322100N/A3/31/2022341451994N/A12/31/2021322401180N/A9/30/2021305312579N/A6/30/2021266162158N/A3/31/2021245101436N/A12/31/20202336527N/A9/30/20202402431N/A6/30/2020267121142N/A3/31/2020275182058N/A12/31/201927319N/A46N/A9/30/201925026N/A41N/A6/30/201925131N/A48N/A3/31/201925332N/A52N/A12/31/201825432N/A48N/A9/30/201827134N/A52N/A6/30/201826331N/A42N/A3/31/201825327N/A34N/A12/31/201725025N/A38N/A9/30/201724522N/A39N/A6/30/201724019N/A39N/A3/31/201723618N/A34N/A12/31/201622916N/A33N/A9/30/201622012N/A39N/A6/30/201621913N/A42N/A3/31/201621812N/A46N/A12/31/201522016N/A50N/A9/30/201521818N/A38N/A6/30/201521817N/A37N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ELMOの予測収益成長率 (年間14.4% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: ELMOの収益 ( 14.4% ) はAustrian市場 ( 11.4% ) よりも速いペースで成長すると予測されています。高成長収益: ELMOの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ELMOの収益 ( 11.5% ) Austrian市場 ( 4.1% ) よりも速いペースで成長すると予測されています。高い収益成長: ELMOの収益 ( 11.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ELMOの 自己資本利益率 は、3年後には低くなると予測されています ( 17.8 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 11:47終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Elmos Semiconductor SE 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Tammy QiuBerenbergAmelie Dueckelmann-DublanyBerenbergRobert SandersDeutsche Bank8 その他のアナリストを表示
Upcoming Dividend • May 21Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 66% to €194. The fair value is estimated to be €160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €1.52 (vs €1.08 in 1Q 2025)First quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
New Risk • Apr 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €173, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 231% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: €5.88 (vs €7.51 in FY 2024)Full year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Declared Dividend • Mar 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 318%.
Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €117. The fair value is estimated to be €97.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.
お知らせ • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.
お知らせ • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026
Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
お知らせ • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.
New Risk • Sep 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €1.61 (vs €1.42 in 2Q 2024)Second quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Jul 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 82% to €98.20. The fair value is estimated to be €81.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.57 per share.
New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • May 17Elmos Semiconductor Se Approves Dividend for Fiscal Year 2024, Payable on May 20, 2025Elmos Semiconductor SE in its annual general meeting held on May 15, 2025 approved a dividend of EUR 1.00 per share for fiscal year 2024, 17.6% higher than the previous year. The dividend will be paid on May 20, 2025.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €70.20. The fair value is estimated to be €88.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.
お知らせ • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.
お知らせ • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025
お知らせ • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €1.49 (vs €1.63 in 3Q 2023)Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €100 per share.