BKW(BKW)株式概要国際的なエネルギー・インフラ企業であるBKW AGは、スイス、ドイツ、イタリア、フランス、そして世界各国において、企業、家庭、公共部門にエネルギーを生産・供給するためのインフラを計画、建設、運営している。 詳細BKW ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績1/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より30.2%で取引されている 収益は年間6.49%増加すると予測されています 3.01%の安定した配当金を支払う アナリストらは、株価が22.2%上昇するだろうとほぼ一致している。 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るBKW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW462,130 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA462,130 investors already sharing narrativesYour Fair Value€Current Price€136.6013.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue CHF 5.0bEarnings CHF 442.3mAdvancedSet Fair ValueView all narrativesBKW AG 競合他社EVNSymbol: WBAG:EVNMarket cap: €5.0bVERBUNDSymbol: WBAG:VERMarket cap: €20.1bRedeia CorporaciónSymbol: BME:REDMarket cap: €8.2bIDACORPSymbol: NYSE:IDAMarket cap: US$8.1b価格と性能株価の高値、安値、推移の概要BKW過去の株価現在の株価CHF 136.6052週高値CHF 198.1052週安値CHF 136.60ベータ0.111ヶ月の変化-7.58%3ヶ月変化-15.57%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-31.04%最新ニュースReported Earnings • 5hFirst half 2026 earnings released: EPS: CHF3.82 (vs CHF3.54 in 1H 2025)First half 2026 results: EPS: CHF3.82 (up from CHF3.54 in 1H 2025). Revenue: CHF2.11b (flat on 1H 2025). Net income: CHF201.6m (up 8.0% from 1H 2025). Profit margin: 9.6% (in line with 1H 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Electric Utilities industry in Europe.New Risk • Aug 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 30BKW AG to Report Fiscal Year 2026 Results on Mar 10, 2027BKW AG announced that they will report fiscal year 2026 results on Mar 10, 2027お知らせ • Apr 04BKW AG announces Annual dividend, payable on May 05, 2026BKW AG announced Annual dividend of CHF 3.8000 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.Board Change • Mar 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.最新情報をもっと見るRecent updatesReported Earnings • 5hFirst half 2026 earnings released: EPS: CHF3.82 (vs CHF3.54 in 1H 2025)First half 2026 results: EPS: CHF3.82 (up from CHF3.54 in 1H 2025). Revenue: CHF2.11b (flat on 1H 2025). Net income: CHF201.6m (up 8.0% from 1H 2025). Profit margin: 9.6% (in line with 1H 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Electric Utilities industry in Europe.New Risk • Aug 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Apr 30BKW AG to Report Fiscal Year 2026 Results on Mar 10, 2027BKW AG announced that they will report fiscal year 2026 results on Mar 10, 2027お知らせ • Apr 04BKW AG announces Annual dividend, payable on May 05, 2026BKW AG announced Annual dividend of CHF 3.8000 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.Board Change • Mar 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 26BKW AG Announces Executive ChangesBKW AG announced Philipp Hänggi hands over role as Executive Vice President - Energy Production to Margarita Aleksieva. After six years on the BKW Executive Committee, Philipp Hänggi has decided to scale back his involvement in the energy sector to strategic tasks and focus more on matters related to artificial intelligence. Margarita Aleksieva, who currently heads the Wind b Solar Business Unit, will take over his role as Executive Vice President - Energy Production and member of the BKW Executive Committee. Dr Philipp Hanggi joined BKW in 2014. As Head of the Nuclear Business Unit, he was responsible for preparing for and implementing the decommissioning of the Muhleberg Nuclear Power Plant. Since 2020, he has been in charge of the Energy Production Business Area as a member of the Executive Committee. In this role, Hanggi made a significant contribution to the strategic expansion of BKW's energy production in Switzerland and Europe. Hanggi is also closely involved in the design and use of artificial intelligence within BKW. After six years on the BKW Executive Committee, Philipp Hanggi has decided to reduce his responsibilities within the Group, both in terms of time and scope, to strategic issues, concentrating specifically on nuclear energy and radioactive waste disposal. On 1 April 2026, Margarita Aleksieva will take over responsibility for the Energy Production Business Area on the BKW Executive Committee. Aleksieva headed the Wind & Solar Business Unit at BKW for six years. In this role, she drove the expansion of BKW's European wind power generation and played a significant part in shaping the strategic and cultural transformation of the unit. Aleksieva is also a member of the Board of Directors of Kraftwerke Oberhasli AG and Chair of the Board of Directors of BelpmoosSolar AG. She is a member of the Board of Directors of the Swiss Investment Fund for Emerging Markets (SIFEM). Before joining BKW, Aleksieva held various management positions at international energy companies, including Swiss electricity company Alpiq. She was also a member of the management team of the global private infrastructure equity fund of the IST Investment Foundation. She holds an MBA from Purdue University (USA) and degrees in business administration and political science. Aleksieva, 43, has Swiss and Bulgarian citizenship and lives with her family in the cannon of Aargau.お知らせ • Mar 13Bkw AG Reportedly Enters into Discussions to Acquire Majority Stake in VolterresBKW AG (SWX:BKW) has entered into discussions to acquire a majority stake in French green energy supplier Volterres from its parent company, solar developer Sun'R. The discussions concern the 65% shareholding held by Sun'R, which itself is a subsidiary of French construction and concessions company Eiffage. The financial terms of the contemplated transaction were not disclosed. Completion of the deal is subject to various legal and regulatory approvals and is expected to occur in the first semester of 2026, Eiffage said in a brief statement.Reported Earnings • Mar 13Full year 2025 earnings released: EPS: CHF6.77 (vs CHF11.80 in FY 2024)Full year 2025 results: EPS: CHF6.77 (down from CHF11.80 in FY 2024). Revenue: CHF4.54b (down 2.2% from FY 2024). Net income: CHF356.8m (down 43% from FY 2024). Profit margin: 7.9% (down from 13% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Electric Utilities industry in Europe.Board Change • Mar 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Feb 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 24BKW AG to Report First Half, 2026 Results on Aug 19, 2026BKW AG announced that they will report first half, 2026 results on Aug 19, 2026株主還元BKWAT Electric UtilitiesAT 市場7D-2.5%-0.8%-1.6%1Yn/a18.6%27.0%株主還元を見る業界別リターン: BKWがAustrian Electric Utilities業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: BKW Austrian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is BKW's price volatile compared to industry and market?BKW volatilityBKW Average Weekly Movement2.2%Electric Utilities Industry Average Movement3.2%Market Average Movement4.1%10% most volatile stocks in AT Market9.5%10% least volatile stocks in AT Market2.6%安定した株価: BKW 、 Austrian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BKWの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト189812,592Robert Itschnerwww.bkw.chBKW AGは、スイス、ドイツ、イタリア、フランス、そして世界各国において、企業、家庭、公共部門にエネルギーを生産・供給するためのインフラを計画、建設、運営している国際的なエネルギー・インフラ企業である。事業セグメントは3つ:エネルギー・ソリューション事業、電力網事業、インフラ・ビル事業である。エネルギー・ソリューション部門は、発電所の建設、運営、維持管理を行っている。また、エネルギーの販売、電力、証書、原材料の取引、風力、太陽光、スマートエネルギーサービスも提供している。電力網部門は配電網の建設、運営、保守を行う。インフラ・ビルディング部門は、エネルギー、インフラ、環境プロジェクトのエンジニアリング・プランニングとコンサルティング・サービス、総合ビル技術ソリューション、エネルギー、通信、輸送、水道のユーティリティ・ネットワーク分野の建設とメンテナンス・サービスを提供している。以前はBKW FMB Energie AGとして知られ、2011年12月にBKW AGに社名変更した。BKW AGは1898年に設立され、スイスのベルンに本社を置いている。もっと見るBKW AG 基礎のまとめBKW の収益と売上を時価総額と比較するとどうか。BKW 基礎統計学時価総額€7.14b収益(TTM)€397.74m売上高(TTM)€4.51b17.9xPER(株価収益率1.6xP/SレシオBKW は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計BKW 損益計算書(TTM)収益CHF 4.22b売上原価CHF 2.21b売上総利益CHF 2.01bその他の費用CHF 1.64b収益CHF 371.80m直近の収益報告Jun 30, 2026次回決算日Nov 10, 2026一株当たり利益(EPS)7.05グロス・マージン47.60%純利益率8.81%有利子負債/自己資本比率31.6%BKW の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.0%現在の配当利回り54%配当性向View Valuation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2026/08/20 01:34終値2026/08/20 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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BKW AG 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。12 アナリスト機関Volker BosseBaader Helvea Equity ResearchRene RückertBaader Helvea Equity ResearchMarta BruskaBaader Helvea Equity Research9 その他のアナリストを表示
Reported Earnings • 5hFirst half 2026 earnings released: EPS: CHF3.82 (vs CHF3.54 in 1H 2025)First half 2026 results: EPS: CHF3.82 (up from CHF3.54 in 1H 2025). Revenue: CHF2.11b (flat on 1H 2025). Net income: CHF201.6m (up 8.0% from 1H 2025). Profit margin: 9.6% (in line with 1H 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Electric Utilities industry in Europe.
New Risk • Aug 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).
Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 30BKW AG to Report Fiscal Year 2026 Results on Mar 10, 2027BKW AG announced that they will report fiscal year 2026 results on Mar 10, 2027
お知らせ • Apr 04BKW AG announces Annual dividend, payable on May 05, 2026BKW AG announced Annual dividend of CHF 3.8000 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.
Board Change • Mar 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • 5hFirst half 2026 earnings released: EPS: CHF3.82 (vs CHF3.54 in 1H 2025)First half 2026 results: EPS: CHF3.82 (up from CHF3.54 in 1H 2025). Revenue: CHF2.11b (flat on 1H 2025). Net income: CHF201.6m (up 8.0% from 1H 2025). Profit margin: 9.6% (in line with 1H 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Electric Utilities industry in Europe.
New Risk • Aug 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% 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 Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (8.3% net profit margin).
Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Apr 30BKW AG to Report Fiscal Year 2026 Results on Mar 10, 2027BKW AG announced that they will report fiscal year 2026 results on Mar 10, 2027
お知らせ • Apr 04BKW AG announces Annual dividend, payable on May 05, 2026BKW AG announced Annual dividend of CHF 3.8000 per share payable on May 05, 2026, ex-date on April 30, 2026 and record date on May 04, 2026.
Board Change • Mar 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 26BKW AG Announces Executive ChangesBKW AG announced Philipp Hänggi hands over role as Executive Vice President - Energy Production to Margarita Aleksieva. After six years on the BKW Executive Committee, Philipp Hänggi has decided to scale back his involvement in the energy sector to strategic tasks and focus more on matters related to artificial intelligence. Margarita Aleksieva, who currently heads the Wind b Solar Business Unit, will take over his role as Executive Vice President - Energy Production and member of the BKW Executive Committee. Dr Philipp Hanggi joined BKW in 2014. As Head of the Nuclear Business Unit, he was responsible for preparing for and implementing the decommissioning of the Muhleberg Nuclear Power Plant. Since 2020, he has been in charge of the Energy Production Business Area as a member of the Executive Committee. In this role, Hanggi made a significant contribution to the strategic expansion of BKW's energy production in Switzerland and Europe. Hanggi is also closely involved in the design and use of artificial intelligence within BKW. After six years on the BKW Executive Committee, Philipp Hanggi has decided to reduce his responsibilities within the Group, both in terms of time and scope, to strategic issues, concentrating specifically on nuclear energy and radioactive waste disposal. On 1 April 2026, Margarita Aleksieva will take over responsibility for the Energy Production Business Area on the BKW Executive Committee. Aleksieva headed the Wind & Solar Business Unit at BKW for six years. In this role, she drove the expansion of BKW's European wind power generation and played a significant part in shaping the strategic and cultural transformation of the unit. Aleksieva is also a member of the Board of Directors of Kraftwerke Oberhasli AG and Chair of the Board of Directors of BelpmoosSolar AG. She is a member of the Board of Directors of the Swiss Investment Fund for Emerging Markets (SIFEM). Before joining BKW, Aleksieva held various management positions at international energy companies, including Swiss electricity company Alpiq. She was also a member of the management team of the global private infrastructure equity fund of the IST Investment Foundation. She holds an MBA from Purdue University (USA) and degrees in business administration and political science. Aleksieva, 43, has Swiss and Bulgarian citizenship and lives with her family in the cannon of Aargau.
お知らせ • Mar 13Bkw AG Reportedly Enters into Discussions to Acquire Majority Stake in VolterresBKW AG (SWX:BKW) has entered into discussions to acquire a majority stake in French green energy supplier Volterres from its parent company, solar developer Sun'R. The discussions concern the 65% shareholding held by Sun'R, which itself is a subsidiary of French construction and concessions company Eiffage. The financial terms of the contemplated transaction were not disclosed. Completion of the deal is subject to various legal and regulatory approvals and is expected to occur in the first semester of 2026, Eiffage said in a brief statement.
Reported Earnings • Mar 13Full year 2025 earnings released: EPS: CHF6.77 (vs CHF11.80 in FY 2024)Full year 2025 results: EPS: CHF6.77 (down from CHF11.80 in FY 2024). Revenue: CHF4.54b (down 2.2% from FY 2024). Net income: CHF356.8m (down 43% from FY 2024). Profit margin: 7.9% (down from 13% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Electric Utilities industry in Europe.
Board Change • Mar 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Feb 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Martin a Porta was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 24BKW AG to Report First Half, 2026 Results on Aug 19, 2026BKW AG announced that they will report first half, 2026 results on Aug 19, 2026