View Future GrowthSchaffer 過去の業績過去 基準チェック /16Schafferの収益は年間平均-9.4%の割合で減少していますが、 Auto Components業界の収益は年間 減少しています。収益は年間3.4% 6.5%割合で 増加しています。 Schafferの自己資本利益率は7.7%であり、純利益率は7.8%です。主要情報-9.38%収益成長率-9.24%EPS成長率Auto Components 業界の成長15.58%収益成長率6.50%株主資本利益率7.74%ネット・マージン7.82%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Independent Director Michael Perrott was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australiaお知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, AustraliaReported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.Board Change • Feb 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Board Change • Nov 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.Board Change • Sep 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.Board Change • May 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.収支内訳Schaffer の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史CHIA:SFC 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 252111616030 Sep 252202016030 Jun 252302416031 Mar 252282815031 Dec 242263113030 Sep 242262914030 Jun 242262715031 Mar 242202216031 Dec 232131716030 Sep 231981515030 Jun 231841414031 Mar 231821812031 Dec 221812311030 Sep 221762512030 Jun 221702612031 Mar 221692614031 Dec 211672616030 Sep 211823318030 Jun 211964121031 Mar 211813718031 Dec 201653315030 Sep 201602814030 Jun 201562412031 Mar 201732416031 Dec 191902419030 Sep 191972420030 Jun 192042320031 Dec 182172521030 Sep 182222222030 Jun 182271922031 Dec 172171217030 Sep 172031015030 Jun 17189713031 Mar 17193415031 Dec 16197117030 Sep 16205318030 Jun 16214618031 Mar 16199718031 Dec 15185818030 Sep 15171618030 Jun 151574180質の高い収益: SFCは 高品質の収益 を持っています。利益率の向上: SFCの現在の純利益率 (7.8%)は、昨年(13.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SFCの収益は過去 5 年間で年間9.4%減少しました。成長の加速: SFCは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SFCは過去 1 年間で収益成長率がマイナス ( -46.7% ) となったため、 Auto Components業界平均 ( -13.3% ) と比較することが困難です。株主資本利益率高いROE: SFCの 自己資本利益率 ( 7.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YAutomobiles 、過去の業績が好調な企業。View Financial Health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2026/06/21 05:02終値2026/06/16 00:00収益2025/12/31年間収益2025/06/30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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Schaffer Corporation Limited 0 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。0
Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).
お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).
Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Non-Executive Independent Director Michael Perrott was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 14Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025Schaffer Corporation Limited, Annual General Meeting, Nov 19, 2025. Location: at pagoda resort & spa, 112 melville parade, como,western australia Australia
お知らせ • Sep 28Schaffer Corporation Limited Withdraws Profit Guidance for its Automotive Leather Division for the First-Half of Financial Year 2026Schaffer Corporation Limited announced that it has withdrawn the first-half financial year 2026 profit guidance for its Automotive Leather division. This withdrawal is a direct result of a cyber incident experienced by one of the Automotive Leather division's major customers, Jaguar Land Rover (JLR), which has led to a halt in their production and continued uncertainty regarding the timing of its resumption. In early September 2025, JLR publicly announced that it had experienced a major cyber-attack that had impacted multiple systems forcing a halt to production across all its manufacturing plants.
お知らせ • Aug 22+ 1 more updateSchaffer Corporation Limited Announces the Appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather DivisionSchaffer Corporation Limited announced the appointment of Ralph Leib as Chief Executive Officer of the Automotive Leather division. Mr. Leib is a valued member of the leadership team, having served as the division's Chief Financial Officer for the past eight years. He will work alongside Mr. Dan Birks, who continues in his role as General Manager.
お知らせ • Oct 08Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024Schaffer Corporation Limited, Annual General Meeting, Nov 13, 2024. Location: pagoda resort & spa, 112 melville parade, como, western australia, Australia
Reported Earnings • Sep 27Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023).
お知らせ • Sep 25Schaffer Corporation Limited to Report First Half, 2025 Results on Feb 19, 2025Schaffer Corporation Limited announced that they will report first half, 2025 results on Feb 19, 2025
Recent Insider Transactions • Sep 13Non-Executive Independent Director recently bought AU$113k worth of stockOn the 10th of September, David Schwartz bought around 5k shares on-market at roughly AU$21.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$149k. Insiders have collectively bought AU$360k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 28Non-Executive Independent Director recently bought AU$149k worth of stockOn the 26th of August, David Schwartz bought around 7k shares on-market at roughly AU$21.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$247k more in shares than they have sold in the last 12 months.
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 6.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Aug 23Schaffer Corporation Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024Schaffer Corporation Limited announced ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2024, payable on September 20, 2024 with record date of September 9, 2024 and ex date of September 5, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$1.99 (vs AU$1.00 in FY 2023)Full year 2024 results: EPS: AU$1.99 (up from AU$1.00 in FY 2023). Revenue: AU$226.2m (up 23% from FY 2023). Net income: AU$27.1m (up 99% from FY 2023). Profit margin: 12% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.65 (vs AU$0.38 in 1H 2023)First half 2024 results: EPS: AU$0.65 (up from AU$0.38 in 1H 2023). Revenue: AU$112.9m (up 35% from 1H 2023). Net income: AU$8.84m (up 72% from 1H 2023). Profit margin: 7.8% (up from 6.2% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 24First half dividend of AU$0.45 announcedDividend of AU$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 15th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 21% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.5% EPS decline seen over the last 5 years.
Board Change • Feb 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Dec 09Chairman & MD recently bought AU$81k worth of stockOn the 4th of December, John Schaffer bought around 4k shares on-market at roughly AU$18.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Board Change • Nov 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 22+ 1 more updateSchaffer Corporation Limited, Annual General Meeting, Nov 15, 2023Schaffer Corporation Limited, Annual General Meeting, Nov 15, 2023.
Board Change • Sep 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 23Schaffer Corporation Limited Announces Fully Franked Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Schaffer Corporation Limited announced fully franked ordinary fully paid dividend of AUD 0.45000000 per share for the six months ended June 30, 2023, payable on September 22, 2023 with record date of September 8, 2023 and ex date of September 7, 2023.
Board Change • May 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.45 per share at 4.7% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 17 March 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.38 (vs AU$0.47 in 1H 2022)First half 2023 results: EPS: AU$0.38 (down from AU$0.47 in 1H 2022). Revenue: AU$83.5m (up 14% from 1H 2022). Net income: AU$5.13m (down 21% from 1H 2022). Profit margin: 6.2% (down from 8.8% in 1H 2022).
Board Change • Feb 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.47 (down from AU$1.70 in 1H 2021). Revenue: AU$73.2m (down 28% from 1H 2021). Net income: AU$6.46m (down 72% from 1H 2021). Profit margin: 8.8% (down from 23% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 16%. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Non-Executive Independent Director Michael Perrott was the last director to join the board, commencing their role in 2005. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.