View ValuationKapsch TrafficCom 将来の成長Future 基準チェック /46Kapsch TrafficCom利益と収益がそれぞれ年間62.5%と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3.1% 62.7%なると予測されています。主要情報62.5%収益成長率62.72%EPS成長率Electronic 収益成長16.6%収益成長率5.0%将来の株主資本利益率3.14%アナリストカバレッジLow最終更新日27 Mar 2026今後の成長に関する最新情報Price Target Changed • Feb 21Price target decreased by 15% to €6.93Down from €8.17, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €5.80. Stock is down 17% over the past year. The company is forecast to post a net loss per share of €0.073 next year compared to a net loss per share of €0.48 last year.Major Estimate Revision • Feb 18Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €445.0m to €420.3m. EPS estimate also fell from €0.46 per share to €0.153 per share. Net income forecast to shrink 62% next year vs 42% growth forecast for Electronic industry in Austria . Consensus price target down from €8.17 to €7.77. Share price fell 11% to €5.60 over the past week.お知らせ • Feb 17+ 1 more updateKapsch TrafficCom AG Provides Earnings Guidance for the First Three Quarters of the Financial Year 2025/26Kapsch TrafficCom AG provided earnings guidance for the first three quarters of the financial year 2025/26. The preliminary revenues of around EUR 307 million and EBIT of around EUR 12 million are expected for the first three quarters of the financial year 2025/26. EBIT includes a positive one-off effect of around EUR 23 million from the first quarter.Major Estimate Revision • Nov 25Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.81 to €0.46 per share. Revenue forecast steady at €445.0m. Net income forecast to shrink 34% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €8.83 to €8.17. Share price was steady at €6.14 over the past week.Major Estimate Revision • Oct 29Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €503.2m to €443.2m. EPS estimate fell from €1.48 to €0.81 per share. Net income forecast to shrink 24% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €10.33 to €8.83. Share price fell 10% to €6.54 over the past week.Price Target Changed • Oct 28Price target decreased by 11% to €9.50Down from €10.67, the current price target is an average from 3 analysts. New target price is 42% above last closing price of €6.68. Stock is down 13% over the past year. The company is forecast to post earnings per share of €1.14 next year compared to a net loss per share of €0.48 last year.すべての更新を表示Recent updatesReported Earnings • Mar 02Third quarter 2026 earnings released: EPS: €0.038 (vs €0.23 in 3Q 2025)Third quarter 2026 results: EPS: €0.038 (down from €0.23 in 3Q 2025). Revenue: €107.3m (down 21% from 3Q 2025). Net income: €540.0k (down 84% from 3Q 2025). Profit margin: 0.5% (down from 2.5% in 3Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 21Price target decreased by 15% to €6.93Down from €8.17, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €5.80. Stock is down 17% over the past year. The company is forecast to post a net loss per share of €0.073 next year compared to a net loss per share of €0.48 last year.Major Estimate Revision • Feb 18Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €445.0m to €420.3m. EPS estimate also fell from €0.46 per share to €0.153 per share. Net income forecast to shrink 62% next year vs 42% growth forecast for Electronic industry in Austria . Consensus price target down from €8.17 to €7.77. Share price fell 11% to €5.60 over the past week.お知らせ • Feb 17+ 1 more updateKapsch TrafficCom AG Provides Earnings Guidance for the First Three Quarters of the Financial Year 2025/26Kapsch TrafficCom AG provided earnings guidance for the first three quarters of the financial year 2025/26. The preliminary revenues of around EUR 307 million and EBIT of around EUR 12 million are expected for the first three quarters of the financial year 2025/26. EBIT includes a positive one-off effect of around EUR 23 million from the first quarter.お知らせ • Dec 09Kapsch TrafficCom AG, Annual General Meeting, Sep 09, 2026Kapsch TrafficCom AG, Annual General Meeting, Sep 09, 2026.New Risk • Nov 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €85.5m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (€85.5m market cap, or US$99.1m).Major Estimate Revision • Nov 25Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.81 to €0.46 per share. Revenue forecast steady at €445.0m. Net income forecast to shrink 34% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €8.83 to €8.17. Share price was steady at €6.14 over the past week.New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (5.3% average weekly change). Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Nov 21Second quarter 2026 earnings released: €0.59 loss per share (vs €0.039 loss in 2Q 2025)Second quarter 2026 results: €0.59 loss per share (further deteriorated from €0.039 loss in 2Q 2025). Revenue: €136.1m (flat on 2Q 2025). Net loss: €8.19m (loss widened €7.63m from 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Nov 07+ 3 more updatesKapsch TrafficCom AG to Report Q1, 2027 Results on Aug 26, 2026Kapsch TrafficCom AG announced that they will report Q1, 2027 results on Aug 26, 2026分析記事 • Oct 30Kapsch TrafficCom AG (VIE:KTCG) Analysts Just Slashed This Year's EstimatesOne thing we could say about the analysts on Kapsch TrafficCom AG ( VIE:KTCG ) - they aren't optimistic, having just...Major Estimate Revision • Oct 29Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €503.2m to €443.2m. EPS estimate fell from €1.48 to €0.81 per share. Net income forecast to shrink 24% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €10.33 to €8.83. Share price fell 10% to €6.54 over the past week.Price Target Changed • Oct 28Price target decreased by 11% to €9.50Down from €10.67, the current price target is an average from 3 analysts. New target price is 42% above last closing price of €6.68. Stock is down 13% over the past year. The company is forecast to post earnings per share of €1.14 next year compared to a net loss per share of €0.48 last year.分析記事 • Oct 28The Market Doesn't Like What It Sees From Kapsch TrafficCom AG's (VIE:KTCG) Earnings YetKapsch TrafficCom AG's ( VIE:KTCG ) price-to-earnings (or "P/E") ratio of 6.9x might make it look like a strong buy...New Risk • Sep 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (4.6% average weekly change). Large one-off items impacting financial results.Major Estimate Revision • Aug 29Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €1.81 to €1.48 per share. Revenue forecast steady at €503.2m. Net income forecast to grow 35% next year vs 35% growth forecast for Electronic industry in Austria. Consensus price target down from €10.67 to €10.33. Share price was steady at €7.32 over the past week.Reported Earnings • Aug 24First quarter 2026 earnings released: EPS: €0.72 (vs €0.69 loss in 1Q 2025)First quarter 2026 results: EPS: €0.72 (up from €0.69 loss in 1Q 2025). Revenue: €100.4m (down 28% from 1Q 2025). Net income: €10.3m (up €20.2m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.New Risk • Aug 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Aug 04Kapsch TrafficCom AG, Annual General Meeting, Sep 03, 2025Kapsch TrafficCom AG, Annual General Meeting, Sep 03, 2025.お知らせ • Jun 30Kapsch TrafficCom AG Provides Earnings Guidance for the Financial year 25/26Kapsch TrafficCom AG provided earnings guidance for the financial year 25/26. For the year, the company expects unchanged revenues of around EUR 510 million and an operating result (EBIT) in the order of around EUR 45 million, whereby additional positive one-off effects are possible in the course of the financial year.分析記事 • Jun 28Analysts Have Lowered Expectations For Kapsch TrafficCom AG (VIE:KTCG) After Its Latest ResultsKapsch TrafficCom AG ( VIE:KTCG ) missed earnings with its latest full-year results, disappointing overly-optimistic...Reported Earnings • Jun 26Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: €0.48 loss per share (down from €1.72 profit in FY 2024). Revenue: €561.8m (up 4.3% from FY 2024). Net loss: €6.86m (down 130% from profit in FY 2024). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 134%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €88.7m (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 23Third quarter 2025 earnings released: EPS: €0.23 (vs €0.64 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.23 (up from €0.64 loss in 3Q 2024). Revenue: €147.1m (up 10% from 3Q 2024). Net income: €3.33m (up €11.7m from 3Q 2024). Profit margin: 2.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Feb 15New 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 5.7% 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.分析記事 • Jan 10Is Kapsch TrafficCom (VIE:KTCG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Jan 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.6% average weekly change). Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (€86.9m market cap, or US$89.2m).New Risk • Nov 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.4m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (€94.4m market cap, or US$99.6m).Reported Earnings • Nov 21Second quarter 2025 earnings released: €0.039 loss per share (vs €4.07 profit in 2Q 2024)Second quarter 2025 results: €0.039 loss per share (down from €4.07 profit in 2Q 2024). Revenue: €144.7m (up 7.8% from 2Q 2024). Net loss: €555.0k (down 101% from profit in 2Q 2024). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Nov 07+ 3 more updatesKapsch TrafficCom AG to Report Nine Months, 2026 Results on Feb 18, 2026Kapsch TrafficCom AG announced that they will report nine months, 2026 results on Feb 18, 2026Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to €0.44 loss, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €556.9m to €582.1m. Now expected to report loss of -€0.44 instead of €0.78 per share profit. Electronic industry in Austria expected to see average net income growth of 36% next year. Consensus price target down from €15.00 to €13.00. Share price was steady at €8.40 over the past week.Price Target Changed • Sep 04Price target decreased by 14% to €13.00Down from €15.10, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €8.44. Stock is down 18% over the past year. The company is forecast to post a net loss per share of €0.44 compared to earnings per share of €1.72 last year.Reported Earnings • Aug 23First quarter 2025 earnings released: €0.69 loss per share (vs €0.45 loss in 1Q 2024)First quarter 2025 results: €0.69 loss per share (further deteriorated from €0.45 loss in 1Q 2024). Revenue: €142.1m (up 7.6% from 1Q 2024). Net loss: €9.92m (loss widened 69% from 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.分析記事 • Jun 26Concerns Surrounding Kapsch TrafficCom's (VIE:KTCG) PerformanceKapsch TrafficCom AG's ( VIE:KTCG ) robust recent earnings didn't do much to move the stock. However the statutory...Reported Earnings • Jun 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €1.72 (up from €1.91 loss in FY 2023). Revenue: €538.8m (down 2.6% from FY 2023). Net income: €23.2m (up €48.0m from FY 2023). Profit margin: 4.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Major Estimate Revision • Mar 10Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €568.7m to €550.1m. EPS estimate also fell from €4.02 per share to €2.63 per share. Net income forecast to grow 50% next year vs 25% growth forecast for Electronic industry in Austria. Consensus price target broadly unchanged at €15.00. Share price was steady at €8.48 over the past week.New Risk • Jan 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risks High level of debt (111% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).Major Estimate Revision • Dec 13Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €5.66 to €4.02. Revenue forecast unchanged from €568.7m at last update. Net income forecast to grow 46% next year vs 19% growth forecast for Electronic industry in Austria. Consensus price target down from €17.00 to €15.10. Share price was steady at €9.20 over the past week.New Risk • Nov 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 42% per year for the foreseeable future. Minor Risks High level of debt (111% net debt to equity). Share price has been volatile over the past 3 months (4.1% average weekly change).Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: €4.07 (vs €0.12 in 2Q 2023)Second quarter 2024 results: EPS: €4.07 (up from €0.12 in 2Q 2023). Revenue: €134.3m (flat on 2Q 2023). Net income: €52.5m (up €50.9m from 2Q 2023). Profit margin: 39% (up from 1.2% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Nov 04Kapsch TrafficCom AG, Annual General Meeting, Sep 04, 2024Kapsch TrafficCom AG, Annual General Meeting, Sep 04, 2024.お知らせ • Nov 03+ 3 more updatesKapsch TrafficCom AG to Report Fiscal Year 2024 Results on Jun 19, 2024Kapsch TrafficCom AG announced that they will report fiscal year 2024 results on Jun 19, 2024分析記事 • Nov 03Kapsch TrafficCom's (VIE:KTCG) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...お知らせ • Oct 26Kapsch Trafficcom AG Announces Chief Financial Officer ChangesKapsch TrafficCom AG has decided not to renew the Executive Board contract of Andreas Hämmerle, Chief Financial Officer (CFO) of the company, which runs until 2024. Georg Kapsch (CEO) takes over the area of responsibility for finance from Mr. Hämmerle.お知らせ • Sep 07Kapsch TrafficCom AG Appoints Monika Brodey to the Supervisory BoardKapsch TrafficCom AG at the Annual General Meeting passed the appointment of Monika Brodey to the Supervisory Board for a term of office ending at the end of the Annual General Meeting deciding on the formal approval of actions for business year 2026/27.Reported Earnings • Aug 21First quarter 2024 earnings released: €0.45 loss per share (vs €0.10 loss in 1Q 2023)First quarter 2024 results: €0.45 loss per share (further deteriorated from €0.10 loss in 1Q 2023). Revenue: €134.7m (up 3.2% from 1Q 2023). Net loss: €5.90m (loss widened 354% from 1Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 17Full year 2023 earnings released: €1.91 loss per share (vs €0.72 loss in FY 2022)Full year 2023 results: €1.91 loss per share (further deteriorated from €0.72 loss in FY 2022). Revenue: €575.8m (up 11% from FY 2022). Net loss: €24.8m (loss widened 166% from FY 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jan 18Kontron AG (XTRA:SANT) completed the acquisition of Arce Mobility Solutions S.A.U. from Kapsch TrafficCom AG (WBAG:KTCG).Kontron AG (XTRA:SANT) agreed to acquire Arce Mobility Solutions from Kapsch TrafficCom AG (WBAG:KTCG) on August 29, 2022. The transaction is subject to regulatory approvals. Kontron AG (XTRA:SANT) completed the acquisition of Arce Mobility Solutions S.A.U. from Kapsch TrafficCom AG (WBAG:KTCG) on January 17, 2023.分析記事 • Nov 22Is Kapsch TrafficCom (VIE:KTCG) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Nov 16Price target decreased to €20.00Down from €22.00, the current price target is provided by 1 analyst. New target price is 76% above last closing price of €11.38. Stock is down 29% over the past year. The company is forecast to post earnings per share of €0.43 next year compared to a net loss per share of €0.72 last year.お知らせ • Oct 19Kapsch TrafficCom AG, Annual General Meeting, Sep 06, 2023Kapsch TrafficCom AG, Annual General Meeting, Sep 06, 2023.お知らせ • Oct 18+ 3 more updatesKapsch TrafficCom AG to Report First Half, 2024 Results on Nov 15, 2023Kapsch TrafficCom AG announced that they will report first half, 2024 results on Nov 15, 2023Reported Earnings • Jun 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: €0.72 loss per share (up from €7.91 loss in FY 2021). Revenue: €536.4m (up 6.2% from FY 2021). Net loss: €9.31m (loss narrowed 91% from FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 5.1% compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Jun 16Kapsch TrafficCom AG Provides Earnings Guidance for the Year 2023Kapsch TrafficCom AG provided earnings guidance for the year 2023. For the period, the company expects a clear improvement in profitability at a stable revenue level for the financial year 2022/23.Price Target Changed • Apr 27Price target increased to €22.00Up from €17.50, the current price target is provided by 1 analyst. New target price is 61% above last closing price of €13.68. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of €0.11 next year compared to a net loss per share of €7.91 last year.分析記事 • Apr 01Does Kapsch TrafficCom (VIE:KTCG) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Mar 31Price target increased to €22.00Up from €17.50, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €14.30. Stock is down 4.7% over the past year. The company is forecast to post earnings per share of €0.62 next year compared to a net loss per share of €7.91 last year.Reported Earnings • Feb 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: €0.41 loss per share (up from €1.88 loss in 3Q 2021). Revenue: €124.0m (down 2.3% from 3Q 2021). Net loss: €5.49m (loss narrowed 77% from 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 17%, compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.分析記事 • May 24Is Kapsch TrafficCom (VIE:KTCG) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • May 12Price target decreased to €16.50Down from €20.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of €14.10. Stock is down 18% over the past year.Executive Departure • Apr 28CEO & President of Kapsch TrafficCom IVHS Christopher Murray has left the companyOn the 19th of April, Christopher Murray, was replaced as CEO by Georg Kapsch after 10.2 years in the role. We don't have any record of a personal shareholding under Christopher's name. Christopher is the only executive to leave the company over the last 12 months. Under Christopher's leadership, the company delivered a total shareholder return of -72%.お知らせ • Mar 09The Norwegian Public Roads Administration Assigns Kapsch Trafficcom to Deliver A New Multi-Lane Free-Flow Tolling System At Ryfast, NorwayThe Norwegian Public Roads Administration (Statens Vegvesen) assigned Kapsch TrafficCom (Kapsch) in October 2020 to deliver a new Multi-Lane Free-Flow (MLFF) tolling system at Ryfast, Norway. Only 13 weeks after the contract signature, the system with 6 tolling points went successfully into operation on February 1, 2021. The Ryfast sub-sea tunnel system runs from the city of Stavanger to the municipality of Strand. It is one of the longest and deepest undersea road tunnels in the world, with the Ryfylke tunnel of 14.3 kilometres length and 292 meters deep. After implementing the high performance system in record time of only 13 weeks, the Kapsch MLFF G3 tolling system is now in operation since the beginning of February. The tolling system detects and identifies all passing vehicles with video technology, which classifies the vehicles and captures their front- and rear license plates. Through microwaves, the tolling system also detects and reads AutoPass toll tags, which are linked to the vehicle’s license plate number. The information captured by the tolling system is transmitted to a back-office for further processing and invocing of the vehicle owners.分析記事 • Feb 24Need To Know: The Consensus Just Cut Its Kapsch TrafficCom AG (VIE:KTCG) Estimates For 2021The latest analyst coverage could presage a bad day for Kapsch TrafficCom AG ( VIE:KTCG ), with the analysts making...Price Target Changed • Feb 24Price target raised to €17.83Up from €16.33, the current price target is an average from 2 analysts. The new target price is 21% above the current share price of €14.70. As of last close, the stock is down 38% over the past year.Reported Earnings • Feb 20Third quarter 2021 earnings released: €1.88 loss per shareThe company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: €127.0m (down 32% from 3Q 2020). Net loss: €24.3m (loss widened €22.3m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.分析記事 • Feb 08Kapsch TrafficCom (VIE:KTCG) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Jan 04New 90-day high: €14.40The company is up 24% from its price of €11.65 on 06 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.01 per share.分析記事 • Jan 04How Does Kapsch TrafficCom's (VIE:KTCG) CEO Pay Compare With Company Performance?This article will reflect on the compensation paid to Georg Kapsch who has served as CEO of Kapsch TrafficCom AG...お知らせ • Dec 12+ 1 more updateKapsch TrafficCom AG to Report Q1, 2022 Results on Aug 11, 2021Kapsch TrafficCom AG announced that they will report Q1, 2022 results on Aug 11, 2021お知らせ • Dec 11+ 1 more updateKapsch TrafficCom AG to Report Nine Months, 2021 Results on Feb 16, 2022Kapsch TrafficCom AG announced that they will report nine months, 2021 results on Feb 16, 2022お知らせ • Dec 10Kapsch TrafficCom AG to Report Q2, 2022 Results on Nov 18, 2021Kapsch TrafficCom AG announced that they will report Q2, 2022 results on Nov 18, 2021Price Target Changed • Dec 08Price target lowered to €12.25Down from €16.33, the current price target is an average from 3 analysts. The new target price is 6.5% below the current share price of €13.10. As of last close, the stock is down 54% over the past year.分析記事 • Dec 08Kapsch TrafficCom's (VIE:KTCG) Shareholders Are Down 72% On Their SharesKapsch TrafficCom AG ( VIE:KTCG ) shareholders should be happy to see the share price up 14% in the last month. But...Reported Earnings • Nov 20Second quarter 2021 earnings released: €3.46 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: €121.1m (down 32% from 2Q 2020). Net loss: €43.7m (down €43.7m from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 86% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.お知らせ • Nov 20Kapsch Completes New All-Electronic Toll System for New York State ThruwayKapsch announced that the new all-electronic tolling (AET) system developed for the New York State Thruway Authority (NYSTA) is now fully operational and in revenue service. After intensive testing and final configuration, the new system went live on November 14, 2020. All road users pay their vehicle tolls on NYSTA-operated roads through automatic electronic toll collection (ETC). The New York State Thruway Authority operates a completely cashless AET system. Vehicles can pay tolls while traveling at highway speeds below the new high-volume Kapsch gantries, or are tolled at NYSTA-operated entry and exit points that also use the ETC method. Remaining toll plaza infrastructure will eventually be removed. Sensors and lasers automatically determine vehicle class, which define the toll rate applied to each vehicle. Charges are billed to the driver’s E-ZPass account if they have a transponder, or by mail to the vehicle’s registered owner using license plate information. Unique system features include a redundant and dual central host system, walkable gantries and bracket-mounted equipment for performing tool-less maintenance without lane closures, and automatic classification of the 26 NYSTA vehicle classes using advanced sensor metrics and algorithms. In order to meet the project timeframe, Kapsch deployed teams simultaneously at six sites across New York state where the teams coordinated with Kapsch and NYSTA subcontractors to install and test the AET equipment while keeping roadways open to traffic.お知らせ • Nov 19Kapsch Introduces New Connected Vehicle Product SuiteKapsch TrafficCom to showcase its 9360? product suite of onboard and roadside units, which enable dedicated cellular vehicle-to-everything (C-V2X) applications. The 9360 suite follows the 9260 and 9160 sets, which are used for dual-mode/dual-active and DSRC applications respectively. The C-V2X-only product suite targets the recent Federal Communications Commission (FCC) report and order to reallocate spectrum for the 5.9 GHz communications band and endorse the use of C-V2X for intelligent transportation system (ITS) safety, and indicates Kapsch support for diverse connected vehicle applications in the future. The 9360 product suite comprises the RIS-9360 roadside unit [1] (RSU) and the in-vehicle CBX-9360 onboard unit (OBU). Roadway operators can install the RSU for infrastructure-based safety and mobility services, while fleet operators such as first responders or transit authorities can implement preemption and priority services. The CBX has multiple technical interfaces that allow for various integration methods within the vehicle including USB, ethernet, Wi-Fi, Bluetooth, and a cellular backhaul making it a versatile choice for deploying connected vehicle solutions to the field. Together the duo can support current and future ITS applications both in the safety and mobility space. Kapsch has applied for OmniAir C-V2X certification for the 9360 products. Kapsch 9160 DSRC and 9260 dual mode/dual-active connected vehicle products have already achieved DSRC certification. Upon OmniAir C-V2X program initiation, Kapsch is first in line for certification. The 9360-RSU and 9360-CBX are designed for multi-regional functionality in North America, Europe, and Asia and were developed to meet all international certification standards.Major Estimate Revision • Nov 11Analysts update estimatesThe 2021 consensus revenue estimate was lowered from €646.4m to €568.7m. Earning per share (EPS) estimate was unchanged from the last update at -€0.86. The Electronic industry in Austria is expected to see an average net income growth of 14% next year. The consensus price target was lowered from €17.75 to €16.33. Share price is up 11% to €13.00 over the past week.Price Target Changed • Nov 10Price target lowered to €16.33Down from €18.00, the current price target is an average from 3 analysts. The new target price is 26% above the current share price of €13.00. As of last close, the stock is down 55% over the past year.お知らせ • Nov 03The management of Fluidtime acquired 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction.The management of Fluidtime acquired 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction on November 1, 2020. The management of Fluidtime completed the acquisition of 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction on November 1, 2020.Is New 90 Day High Low • Oct 29New 90-day low: €11.00The company is down 28% from its price of €15.35 on 30 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.95 per share.お知らせ • Oct 08Kapsch TrafficCom AG (WBAG:KTCG) acquired the remaining 35% of Tolltickets Gmbh.Kapsch TrafficCom AG (WBAG:KTCG) acquired the remaining 35% of Tolltickets Gmbh on October 7, 2020. Since July 2016, Kapsch has been holding a 65% stake in tolltickets. Kapsch TrafficCom AG (WBAG:KTCG) completed the acquisition of the remaining 35% of Tolltickets Gmbh on October 7, 2020.お知らせ • Oct 04Kapsch TraffiCcom Delivers First Intelligent Transportation System Project in ColombiaKapsch TrafficCom delivered its first ITS solution in the country. It is part of the “Parques del Rio” project that has transformed Medellín’s landscape by revitalizing the areas around the river that crosses the city. It includes parks, recreational areas, as well as paths for pedestrians and cyclists to cross the river, thus fostering sustainable mobility in the area. Kapsch TrafficCom improves safety and traffic flow in tunnels: One of the adjustments involved in the project was the construction of two 460-meter tunnels with 2x3 lanes under the park by the river to connect the surrounding residential areas to the city center. In a partnership with the companies Insi and Via Control, Kapsch was responsible for putting in place its DYNAC® solution for tunnel B, which includes communication systems, CCTV, variable signaling systems, as well as all the electromechanical systems such as ventilation, lighting and firefighting. The communication system gathers real-time traffic data to inform the control centers, allowing operators to detect and respond to any emergency situations, such as congestion or accidents. The information can then be quickly spread so that drivers can make informed travel decisions. DYNAC’s open technology will allow the software to control both tunnels A and B, integrating different types of technologies for the operator’s convenience.業績と収益の成長予測WBAG:KTCG - 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3/31/2029502N/A20N/A13/31/20284494172133/31/20274320151833/31/2026419-62530312/31/20254273-61N/A9/30/202545661119N/A6/30/202549213N/AN/AN/A3/31/2025530-72028N/A12/31/2024549-222126N/A9/30/2024547-3469N/A6/30/2024546197581N/A3/31/2024539235662N/A12/31/202353911N/AN/AN/A9/30/2023555225966N/A6/30/2023555-29-9-4N/A3/31/2023553-25-13N/A12/31/2022555-5N/AN/AN/A9/30/2022529-12917N/A6/30/2022524-14N/AN/AN/A3/31/2022520-91925N/A12/31/2021500-27N/AN/AN/A9/30/2021503-462934N/A6/30/2021493-90N/AN/AN/A3/31/2021505-103511N/A12/31/2020570-128N/AN/AN/A9/30/2020629-104-27N/A6/30/2020683-61N/AN/AN/A3/31/2020731-481933N/A12/31/201975026N/AN/AN/A9/30/201976141N/A-23N/A6/30/201976647N/AN/AN/A3/31/201973848N/A-40N/A12/31/201871928N/A-30N/A9/30/201868923N/A26N/A6/30/201868725N/A34N/A3/31/201869329N/A42N/A12/31/201768637N/A47N/A9/30/201768537N/A29N/A6/30/201766438N/A32N/A3/31/201765244N/A55N/A12/31/201662140N/A71N/A9/30/201658835N/A92N/A6/30/201656234N/A102N/A3/31/201652731N/A98N/A12/31/201548730N/A90N/A9/30/201546424N/A79N/A6/30/201545614N/A57N/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: KTCGの予測収益成長率 (年間62.5% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: KTCGの収益 ( 62.5% ) はAustrian市場 ( 10.9% ) 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: KTCGの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: KTCGの収益 ( 5% ) Austrian市場 ( 3.5% ) 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: KTCGの収益 ( 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: KTCG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 ( 3.1 %)。成長企業の発掘7D1Y7D1Y7D1YTech 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2026/05/06 06:19終値2026/05/06 00:00収益2025/12/31年間収益2025/03/31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Kapsch TrafficCom AG 3 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。8 アナリスト機関Muhammad Farid KhwajaBerenbergMatthias PfeifenbergerDeutsche BankDaniel LionErste Group Bank AG5 その他のアナリストを表示
Price Target Changed • Feb 21Price target decreased by 15% to €6.93Down from €8.17, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €5.80. Stock is down 17% over the past year. The company is forecast to post a net loss per share of €0.073 next year compared to a net loss per share of €0.48 last year.
Major Estimate Revision • Feb 18Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €445.0m to €420.3m. EPS estimate also fell from €0.46 per share to €0.153 per share. Net income forecast to shrink 62% next year vs 42% growth forecast for Electronic industry in Austria . Consensus price target down from €8.17 to €7.77. Share price fell 11% to €5.60 over the past week.
お知らせ • Feb 17+ 1 more updateKapsch TrafficCom AG Provides Earnings Guidance for the First Three Quarters of the Financial Year 2025/26Kapsch TrafficCom AG provided earnings guidance for the first three quarters of the financial year 2025/26. The preliminary revenues of around EUR 307 million and EBIT of around EUR 12 million are expected for the first three quarters of the financial year 2025/26. EBIT includes a positive one-off effect of around EUR 23 million from the first quarter.
Major Estimate Revision • Nov 25Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.81 to €0.46 per share. Revenue forecast steady at €445.0m. Net income forecast to shrink 34% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €8.83 to €8.17. Share price was steady at €6.14 over the past week.
Major Estimate Revision • Oct 29Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €503.2m to €443.2m. EPS estimate fell from €1.48 to €0.81 per share. Net income forecast to shrink 24% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €10.33 to €8.83. Share price fell 10% to €6.54 over the past week.
Price Target Changed • Oct 28Price target decreased by 11% to €9.50Down from €10.67, the current price target is an average from 3 analysts. New target price is 42% above last closing price of €6.68. Stock is down 13% over the past year. The company is forecast to post earnings per share of €1.14 next year compared to a net loss per share of €0.48 last year.
Reported Earnings • Mar 02Third quarter 2026 earnings released: EPS: €0.038 (vs €0.23 in 3Q 2025)Third quarter 2026 results: EPS: €0.038 (down from €0.23 in 3Q 2025). Revenue: €107.3m (down 21% from 3Q 2025). Net income: €540.0k (down 84% from 3Q 2025). Profit margin: 0.5% (down from 2.5% in 3Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 21Price target decreased by 15% to €6.93Down from €8.17, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €5.80. Stock is down 17% over the past year. The company is forecast to post a net loss per share of €0.073 next year compared to a net loss per share of €0.48 last year.
Major Estimate Revision • Feb 18Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €445.0m to €420.3m. EPS estimate also fell from €0.46 per share to €0.153 per share. Net income forecast to shrink 62% next year vs 42% growth forecast for Electronic industry in Austria . Consensus price target down from €8.17 to €7.77. Share price fell 11% to €5.60 over the past week.
お知らせ • Feb 17+ 1 more updateKapsch TrafficCom AG Provides Earnings Guidance for the First Three Quarters of the Financial Year 2025/26Kapsch TrafficCom AG provided earnings guidance for the first three quarters of the financial year 2025/26. The preliminary revenues of around EUR 307 million and EBIT of around EUR 12 million are expected for the first three quarters of the financial year 2025/26. EBIT includes a positive one-off effect of around EUR 23 million from the first quarter.
お知らせ • Dec 09Kapsch TrafficCom AG, Annual General Meeting, Sep 09, 2026Kapsch TrafficCom AG, Annual General Meeting, Sep 09, 2026.
New Risk • Nov 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €85.5m (US$99.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (€85.5m market cap, or US$99.1m).
Major Estimate Revision • Nov 25Consensus EPS estimates fall by 43%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.81 to €0.46 per share. Revenue forecast steady at €445.0m. Net income forecast to shrink 34% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €8.83 to €8.17. Share price was steady at €6.14 over the past week.
New Risk • Nov 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (5.3% average weekly change). Earnings are forecast to decline by an average of 6.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Nov 21Second quarter 2026 earnings released: €0.59 loss per share (vs €0.039 loss in 2Q 2025)Second quarter 2026 results: €0.59 loss per share (further deteriorated from €0.039 loss in 2Q 2025). Revenue: €136.1m (flat on 2Q 2025). Net loss: €8.19m (loss widened €7.63m from 2Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07+ 3 more updatesKapsch TrafficCom AG to Report Q1, 2027 Results on Aug 26, 2026Kapsch TrafficCom AG announced that they will report Q1, 2027 results on Aug 26, 2026
分析記事 • Oct 30Kapsch TrafficCom AG (VIE:KTCG) Analysts Just Slashed This Year's EstimatesOne thing we could say about the analysts on Kapsch TrafficCom AG ( VIE:KTCG ) - they aren't optimistic, having just...
Major Estimate Revision • Oct 29Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €503.2m to €443.2m. EPS estimate fell from €1.48 to €0.81 per share. Net income forecast to shrink 24% next year vs 46% growth forecast for Electronic industry in Austria . Consensus price target down from €10.33 to €8.83. Share price fell 10% to €6.54 over the past week.
Price Target Changed • Oct 28Price target decreased by 11% to €9.50Down from €10.67, the current price target is an average from 3 analysts. New target price is 42% above last closing price of €6.68. Stock is down 13% over the past year. The company is forecast to post earnings per share of €1.14 next year compared to a net loss per share of €0.48 last year.
分析記事 • Oct 28The Market Doesn't Like What It Sees From Kapsch TrafficCom AG's (VIE:KTCG) Earnings YetKapsch TrafficCom AG's ( VIE:KTCG ) price-to-earnings (or "P/E") ratio of 6.9x might make it look like a strong buy...
New Risk • Sep 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (4.6% average weekly change). Large one-off items impacting financial results.
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €1.81 to €1.48 per share. Revenue forecast steady at €503.2m. Net income forecast to grow 35% next year vs 35% growth forecast for Electronic industry in Austria. Consensus price target down from €10.67 to €10.33. Share price was steady at €7.32 over the past week.
Reported Earnings • Aug 24First quarter 2026 earnings released: EPS: €0.72 (vs €0.69 loss in 1Q 2025)First quarter 2026 results: EPS: €0.72 (up from €0.69 loss in 1Q 2025). Revenue: €100.4m (down 28% from 1Q 2025). Net income: €10.3m (up €20.2m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
New Risk • Aug 24New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Aug 04Kapsch TrafficCom AG, Annual General Meeting, Sep 03, 2025Kapsch TrafficCom AG, Annual General Meeting, Sep 03, 2025.
お知らせ • Jun 30Kapsch TrafficCom AG Provides Earnings Guidance for the Financial year 25/26Kapsch TrafficCom AG provided earnings guidance for the financial year 25/26. For the year, the company expects unchanged revenues of around EUR 510 million and an operating result (EBIT) in the order of around EUR 45 million, whereby additional positive one-off effects are possible in the course of the financial year.
分析記事 • Jun 28Analysts Have Lowered Expectations For Kapsch TrafficCom AG (VIE:KTCG) After Its Latest ResultsKapsch TrafficCom AG ( VIE:KTCG ) missed earnings with its latest full-year results, disappointing overly-optimistic...
Reported Earnings • Jun 26Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: €0.48 loss per share (down from €1.72 profit in FY 2024). Revenue: €561.8m (up 4.3% from FY 2024). Net loss: €6.86m (down 130% from profit in FY 2024). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 134%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €88.7m (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 23Third quarter 2025 earnings released: EPS: €0.23 (vs €0.64 loss in 3Q 2024)Third quarter 2025 results: EPS: €0.23 (up from €0.64 loss in 3Q 2024). Revenue: €147.1m (up 10% from 3Q 2024). Net income: €3.33m (up €11.7m from 3Q 2024). Profit margin: 2.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Feb 15New 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 5.7% 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.
分析記事 • Jan 10Is Kapsch TrafficCom (VIE:KTCG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Jan 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.6% average weekly change). Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (€86.9m market cap, or US$89.2m).
New Risk • Nov 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.4m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (€94.4m market cap, or US$99.6m).
Reported Earnings • Nov 21Second quarter 2025 earnings released: €0.039 loss per share (vs €4.07 profit in 2Q 2024)Second quarter 2025 results: €0.039 loss per share (down from €4.07 profit in 2Q 2024). Revenue: €144.7m (up 7.8% from 2Q 2024). Net loss: €555.0k (down 101% from profit in 2Q 2024). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07+ 3 more updatesKapsch TrafficCom AG to Report Nine Months, 2026 Results on Feb 18, 2026Kapsch TrafficCom AG announced that they will report nine months, 2026 results on Feb 18, 2026
Major Estimate Revision • Sep 05Consensus EPS estimates fall from profit to €0.44 loss, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €556.9m to €582.1m. Now expected to report loss of -€0.44 instead of €0.78 per share profit. Electronic industry in Austria expected to see average net income growth of 36% next year. Consensus price target down from €15.00 to €13.00. Share price was steady at €8.40 over the past week.
Price Target Changed • Sep 04Price target decreased by 14% to €13.00Down from €15.10, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €8.44. Stock is down 18% over the past year. The company is forecast to post a net loss per share of €0.44 compared to earnings per share of €1.72 last year.
Reported Earnings • Aug 23First quarter 2025 earnings released: €0.69 loss per share (vs €0.45 loss in 1Q 2024)First quarter 2025 results: €0.69 loss per share (further deteriorated from €0.45 loss in 1Q 2024). Revenue: €142.1m (up 7.6% from 1Q 2024). Net loss: €9.92m (loss widened 69% from 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
分析記事 • Jun 26Concerns Surrounding Kapsch TrafficCom's (VIE:KTCG) PerformanceKapsch TrafficCom AG's ( VIE:KTCG ) robust recent earnings didn't do much to move the stock. However the statutory...
Reported Earnings • Jun 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €1.72 (up from €1.91 loss in FY 2023). Revenue: €538.8m (down 2.6% from FY 2023). Net income: €23.2m (up €48.0m from FY 2023). Profit margin: 4.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Mar 10Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €568.7m to €550.1m. EPS estimate also fell from €4.02 per share to €2.63 per share. Net income forecast to grow 50% next year vs 25% growth forecast for Electronic industry in Austria. Consensus price target broadly unchanged at €15.00. Share price was steady at €8.48 over the past week.
New Risk • Jan 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risks High level of debt (111% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).
Major Estimate Revision • Dec 13Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €5.66 to €4.02. Revenue forecast unchanged from €568.7m at last update. Net income forecast to grow 46% next year vs 19% growth forecast for Electronic industry in Austria. Consensus price target down from €17.00 to €15.10. Share price was steady at €9.20 over the past week.
New Risk • Nov 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 42% per year for the foreseeable future. Minor Risks High level of debt (111% net debt to equity). Share price has been volatile over the past 3 months (4.1% average weekly change).
Reported Earnings • Nov 19Second quarter 2024 earnings released: EPS: €4.07 (vs €0.12 in 2Q 2023)Second quarter 2024 results: EPS: €4.07 (up from €0.12 in 2Q 2023). Revenue: €134.3m (flat on 2Q 2023). Net income: €52.5m (up €50.9m from 2Q 2023). Profit margin: 39% (up from 1.2% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04Kapsch TrafficCom AG, Annual General Meeting, Sep 04, 2024Kapsch TrafficCom AG, Annual General Meeting, Sep 04, 2024.
お知らせ • Nov 03+ 3 more updatesKapsch TrafficCom AG to Report Fiscal Year 2024 Results on Jun 19, 2024Kapsch TrafficCom AG announced that they will report fiscal year 2024 results on Jun 19, 2024
分析記事 • Nov 03Kapsch TrafficCom's (VIE:KTCG) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
お知らせ • Oct 26Kapsch Trafficcom AG Announces Chief Financial Officer ChangesKapsch TrafficCom AG has decided not to renew the Executive Board contract of Andreas Hämmerle, Chief Financial Officer (CFO) of the company, which runs until 2024. Georg Kapsch (CEO) takes over the area of responsibility for finance from Mr. Hämmerle.
お知らせ • Sep 07Kapsch TrafficCom AG Appoints Monika Brodey to the Supervisory BoardKapsch TrafficCom AG at the Annual General Meeting passed the appointment of Monika Brodey to the Supervisory Board for a term of office ending at the end of the Annual General Meeting deciding on the formal approval of actions for business year 2026/27.
Reported Earnings • Aug 21First quarter 2024 earnings released: €0.45 loss per share (vs €0.10 loss in 1Q 2023)First quarter 2024 results: €0.45 loss per share (further deteriorated from €0.10 loss in 1Q 2023). Revenue: €134.7m (up 3.2% from 1Q 2023). Net loss: €5.90m (loss widened 354% from 1Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 17Full year 2023 earnings released: €1.91 loss per share (vs €0.72 loss in FY 2022)Full year 2023 results: €1.91 loss per share (further deteriorated from €0.72 loss in FY 2022). Revenue: €575.8m (up 11% from FY 2022). Net loss: €24.8m (loss widened 166% from FY 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jan 18Kontron AG (XTRA:SANT) completed the acquisition of Arce Mobility Solutions S.A.U. from Kapsch TrafficCom AG (WBAG:KTCG).Kontron AG (XTRA:SANT) agreed to acquire Arce Mobility Solutions from Kapsch TrafficCom AG (WBAG:KTCG) on August 29, 2022. The transaction is subject to regulatory approvals. Kontron AG (XTRA:SANT) completed the acquisition of Arce Mobility Solutions S.A.U. from Kapsch TrafficCom AG (WBAG:KTCG) on January 17, 2023.
分析記事 • Nov 22Is Kapsch TrafficCom (VIE:KTCG) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Nov 16Price target decreased to €20.00Down from €22.00, the current price target is provided by 1 analyst. New target price is 76% above last closing price of €11.38. Stock is down 29% over the past year. The company is forecast to post earnings per share of €0.43 next year compared to a net loss per share of €0.72 last year.
お知らせ • Oct 19Kapsch TrafficCom AG, Annual General Meeting, Sep 06, 2023Kapsch TrafficCom AG, Annual General Meeting, Sep 06, 2023.
お知らせ • Oct 18+ 3 more updatesKapsch TrafficCom AG to Report First Half, 2024 Results on Nov 15, 2023Kapsch TrafficCom AG announced that they will report first half, 2024 results on Nov 15, 2023
Reported Earnings • Jun 22Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: €0.72 loss per share (up from €7.91 loss in FY 2021). Revenue: €536.4m (up 6.2% from FY 2021). Net loss: €9.31m (loss narrowed 91% from FY 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 5.1% compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 16Kapsch TrafficCom AG Provides Earnings Guidance for the Year 2023Kapsch TrafficCom AG provided earnings guidance for the year 2023. For the period, the company expects a clear improvement in profitability at a stable revenue level for the financial year 2022/23.
Price Target Changed • Apr 27Price target increased to €22.00Up from €17.50, the current price target is provided by 1 analyst. New target price is 61% above last closing price of €13.68. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of €0.11 next year compared to a net loss per share of €7.91 last year.
分析記事 • Apr 01Does Kapsch TrafficCom (VIE:KTCG) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Mar 31Price target increased to €22.00Up from €17.50, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €14.30. Stock is down 4.7% over the past year. The company is forecast to post earnings per share of €0.62 next year compared to a net loss per share of €7.91 last year.
Reported Earnings • Feb 26Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: €0.41 loss per share (up from €1.88 loss in 3Q 2021). Revenue: €124.0m (down 2.3% from 3Q 2021). Net loss: €5.49m (loss narrowed 77% from 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 17%, compared to a 16% growth forecast for the industry in Austria. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
分析記事 • May 24Is Kapsch TrafficCom (VIE:KTCG) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • May 12Price target decreased to €16.50Down from €20.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of €14.10. Stock is down 18% over the past year.
Executive Departure • Apr 28CEO & President of Kapsch TrafficCom IVHS Christopher Murray has left the companyOn the 19th of April, Christopher Murray, was replaced as CEO by Georg Kapsch after 10.2 years in the role. We don't have any record of a personal shareholding under Christopher's name. Christopher is the only executive to leave the company over the last 12 months. Under Christopher's leadership, the company delivered a total shareholder return of -72%.
お知らせ • Mar 09The Norwegian Public Roads Administration Assigns Kapsch Trafficcom to Deliver A New Multi-Lane Free-Flow Tolling System At Ryfast, NorwayThe Norwegian Public Roads Administration (Statens Vegvesen) assigned Kapsch TrafficCom (Kapsch) in October 2020 to deliver a new Multi-Lane Free-Flow (MLFF) tolling system at Ryfast, Norway. Only 13 weeks after the contract signature, the system with 6 tolling points went successfully into operation on February 1, 2021. The Ryfast sub-sea tunnel system runs from the city of Stavanger to the municipality of Strand. It is one of the longest and deepest undersea road tunnels in the world, with the Ryfylke tunnel of 14.3 kilometres length and 292 meters deep. After implementing the high performance system in record time of only 13 weeks, the Kapsch MLFF G3 tolling system is now in operation since the beginning of February. The tolling system detects and identifies all passing vehicles with video technology, which classifies the vehicles and captures their front- and rear license plates. Through microwaves, the tolling system also detects and reads AutoPass toll tags, which are linked to the vehicle’s license plate number. The information captured by the tolling system is transmitted to a back-office for further processing and invocing of the vehicle owners.
分析記事 • Feb 24Need To Know: The Consensus Just Cut Its Kapsch TrafficCom AG (VIE:KTCG) Estimates For 2021The latest analyst coverage could presage a bad day for Kapsch TrafficCom AG ( VIE:KTCG ), with the analysts making...
Price Target Changed • Feb 24Price target raised to €17.83Up from €16.33, the current price target is an average from 2 analysts. The new target price is 21% above the current share price of €14.70. As of last close, the stock is down 38% over the past year.
Reported Earnings • Feb 20Third quarter 2021 earnings released: €1.88 loss per shareThe company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: €127.0m (down 32% from 3Q 2020). Net loss: €24.3m (loss widened €22.3m from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 08Kapsch TrafficCom (VIE:KTCG) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Jan 04New 90-day high: €14.40The company is up 24% from its price of €11.65 on 06 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.01 per share.
分析記事 • Jan 04How Does Kapsch TrafficCom's (VIE:KTCG) CEO Pay Compare With Company Performance?This article will reflect on the compensation paid to Georg Kapsch who has served as CEO of Kapsch TrafficCom AG...
お知らせ • Dec 12+ 1 more updateKapsch TrafficCom AG to Report Q1, 2022 Results on Aug 11, 2021Kapsch TrafficCom AG announced that they will report Q1, 2022 results on Aug 11, 2021
お知らせ • Dec 11+ 1 more updateKapsch TrafficCom AG to Report Nine Months, 2021 Results on Feb 16, 2022Kapsch TrafficCom AG announced that they will report nine months, 2021 results on Feb 16, 2022
お知らせ • Dec 10Kapsch TrafficCom AG to Report Q2, 2022 Results on Nov 18, 2021Kapsch TrafficCom AG announced that they will report Q2, 2022 results on Nov 18, 2021
Price Target Changed • Dec 08Price target lowered to €12.25Down from €16.33, the current price target is an average from 3 analysts. The new target price is 6.5% below the current share price of €13.10. As of last close, the stock is down 54% over the past year.
分析記事 • Dec 08Kapsch TrafficCom's (VIE:KTCG) Shareholders Are Down 72% On Their SharesKapsch TrafficCom AG ( VIE:KTCG ) shareholders should be happy to see the share price up 14% in the last month. But...
Reported Earnings • Nov 20Second quarter 2021 earnings released: €3.46 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: €121.1m (down 32% from 2Q 2020). Net loss: €43.7m (down €43.7m from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 86% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 20Kapsch Completes New All-Electronic Toll System for New York State ThruwayKapsch announced that the new all-electronic tolling (AET) system developed for the New York State Thruway Authority (NYSTA) is now fully operational and in revenue service. After intensive testing and final configuration, the new system went live on November 14, 2020. All road users pay their vehicle tolls on NYSTA-operated roads through automatic electronic toll collection (ETC). The New York State Thruway Authority operates a completely cashless AET system. Vehicles can pay tolls while traveling at highway speeds below the new high-volume Kapsch gantries, or are tolled at NYSTA-operated entry and exit points that also use the ETC method. Remaining toll plaza infrastructure will eventually be removed. Sensors and lasers automatically determine vehicle class, which define the toll rate applied to each vehicle. Charges are billed to the driver’s E-ZPass account if they have a transponder, or by mail to the vehicle’s registered owner using license plate information. Unique system features include a redundant and dual central host system, walkable gantries and bracket-mounted equipment for performing tool-less maintenance without lane closures, and automatic classification of the 26 NYSTA vehicle classes using advanced sensor metrics and algorithms. In order to meet the project timeframe, Kapsch deployed teams simultaneously at six sites across New York state where the teams coordinated with Kapsch and NYSTA subcontractors to install and test the AET equipment while keeping roadways open to traffic.
お知らせ • Nov 19Kapsch Introduces New Connected Vehicle Product SuiteKapsch TrafficCom to showcase its 9360? product suite of onboard and roadside units, which enable dedicated cellular vehicle-to-everything (C-V2X) applications. The 9360 suite follows the 9260 and 9160 sets, which are used for dual-mode/dual-active and DSRC applications respectively. The C-V2X-only product suite targets the recent Federal Communications Commission (FCC) report and order to reallocate spectrum for the 5.9 GHz communications band and endorse the use of C-V2X for intelligent transportation system (ITS) safety, and indicates Kapsch support for diverse connected vehicle applications in the future. The 9360 product suite comprises the RIS-9360 roadside unit [1] (RSU) and the in-vehicle CBX-9360 onboard unit (OBU). Roadway operators can install the RSU for infrastructure-based safety and mobility services, while fleet operators such as first responders or transit authorities can implement preemption and priority services. The CBX has multiple technical interfaces that allow for various integration methods within the vehicle including USB, ethernet, Wi-Fi, Bluetooth, and a cellular backhaul making it a versatile choice for deploying connected vehicle solutions to the field. Together the duo can support current and future ITS applications both in the safety and mobility space. Kapsch has applied for OmniAir C-V2X certification for the 9360 products. Kapsch 9160 DSRC and 9260 dual mode/dual-active connected vehicle products have already achieved DSRC certification. Upon OmniAir C-V2X program initiation, Kapsch is first in line for certification. The 9360-RSU and 9360-CBX are designed for multi-regional functionality in North America, Europe, and Asia and were developed to meet all international certification standards.
Major Estimate Revision • Nov 11Analysts update estimatesThe 2021 consensus revenue estimate was lowered from €646.4m to €568.7m. Earning per share (EPS) estimate was unchanged from the last update at -€0.86. The Electronic industry in Austria is expected to see an average net income growth of 14% next year. The consensus price target was lowered from €17.75 to €16.33. Share price is up 11% to €13.00 over the past week.
Price Target Changed • Nov 10Price target lowered to €16.33Down from €18.00, the current price target is an average from 3 analysts. The new target price is 26% above the current share price of €13.00. As of last close, the stock is down 55% over the past year.
お知らせ • Nov 03The management of Fluidtime acquired 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction.The management of Fluidtime acquired 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction on November 1, 2020. The management of Fluidtime completed the acquisition of 75.5% stake in Fluidtime Data Services GmbH from Kapsch TrafficCom AG (WBAG:KTCG) in a management buyout transaction on November 1, 2020.
Is New 90 Day High Low • Oct 29New 90-day low: €11.00The company is down 28% from its price of €15.35 on 30 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.95 per share.
お知らせ • Oct 08Kapsch TrafficCom AG (WBAG:KTCG) acquired the remaining 35% of Tolltickets Gmbh.Kapsch TrafficCom AG (WBAG:KTCG) acquired the remaining 35% of Tolltickets Gmbh on October 7, 2020. Since July 2016, Kapsch has been holding a 65% stake in tolltickets. Kapsch TrafficCom AG (WBAG:KTCG) completed the acquisition of the remaining 35% of Tolltickets Gmbh on October 7, 2020.
お知らせ • Oct 04Kapsch TraffiCcom Delivers First Intelligent Transportation System Project in ColombiaKapsch TrafficCom delivered its first ITS solution in the country. It is part of the “Parques del Rio” project that has transformed Medellín’s landscape by revitalizing the areas around the river that crosses the city. It includes parks, recreational areas, as well as paths for pedestrians and cyclists to cross the river, thus fostering sustainable mobility in the area. Kapsch TrafficCom improves safety and traffic flow in tunnels: One of the adjustments involved in the project was the construction of two 460-meter tunnels with 2x3 lanes under the park by the river to connect the surrounding residential areas to the city center. In a partnership with the companies Insi and Via Control, Kapsch was responsible for putting in place its DYNAC® solution for tunnel B, which includes communication systems, CCTV, variable signaling systems, as well as all the electromechanical systems such as ventilation, lighting and firefighting. The communication system gathers real-time traffic data to inform the control centers, allowing operators to detect and respond to any emergency situations, such as congestion or accidents. The information can then be quickly spread so that drivers can make informed travel decisions. DYNAC’s open technology will allow the software to control both tunnels A and B, integrating different types of technologies for the operator’s convenience.