View ValuationWacker Neuson 将来の成長Future 基準チェック /46Wacker Neuson利益と収益がそれぞれ年間22.7%と8.2%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9.1% 22.2%なると予測されています。主要情報22.7%収益成長率22.21%EPS成長率Machinery 収益成長13.5%収益成長率8.2%将来の株主資本利益率9.13%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報お知らせ • Aug 10Wackeker Neuson SE Revises Earnings Guidance for the Full-Year 2023Wackeker Neuson SE revised earnings guidance for the full-year 2023. For the period, the company anticipates revenue of between EUR 2,500 and EUR 2,700 million (previous guidance: EUR 2,300 to EUR 2,500 million).すべての更新を表示Recent updatesお知らせ • Mar 30Wacker Neuson SE, Annual General Meeting, May 13, 2026Wacker Neuson SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.お知らせ • Mar 27Wacker Neuson SE announces Annual dividend, payable on May 18, 2026Wacker Neuson SE announced Annual dividend of EUR 0.7000 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.お知らせ • Nov 20+ 3 more updatesWacker Neuson SE to Report First Half, 2026 Results on Aug 13, 2026Wacker Neuson SE announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Jun 05Wacker Neuson’s Main Shareholders Are Said to Explore SaleWacker Neuson SE (XTRA:WAC)’s major shareholders are considering a sale of the German construction equipment maker, people with knowledge of the matter said. Some top Wacker Neuson investors are working with an adviser to gauge interest in their stakes, the people said, asking not to be identified because the information is private. Private equity firms are among suitors that have been studying the company, according to the people, who asked not to be identified because the information is private.お知らせ • Apr 14Wacker Neuson SE, Annual General Meeting, May 23, 2025Wacker Neuson SE, Annual General Meeting, May 23, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 28Wacker Neuson SE announces Annual dividend, payable on May 28, 2025Wacker Neuson SE announced Annual dividend of EUR 0.6000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.お知らせ • Nov 14+ 3 more updatesWacker Neuson SE to Report First Half, 2025 Results on Aug 14, 2025Wacker Neuson SE announced that they will report first half, 2025 results on Aug 14, 2025Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.46 (vs €0.94 in 2Q 2023)Second quarter 2024 results: EPS: €0.46 (down from €0.94 in 2Q 2023). Revenue: €611.7m (down 13% from 2Q 2023). Net income: €31.4m (down 51% from 2Q 2023). Profit margin: 5.1% (down from 9.1% in 2Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • May 10Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.6%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.0%).Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.34 (vs €0.92 in 1Q 2023)First quarter 2024 results: EPS: €0.34 (down from €0.92 in 1Q 2023). Revenue: €593.1m (down 11% from 1Q 2023). Net income: €23.3m (down 63% from 1Q 2023). Profit margin: 3.9% (down from 9.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Mar 28Dividend of €1.15 announcedShareholders will receive a dividend of €1.15. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.6% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €2.73 (vs €2.10 in FY 2022)Full year 2023 results: EPS: €2.73 (up from €2.10 in FY 2022). Revenue: €2.65b (up 18% from FY 2022). Net income: €185.9m (up 30% from FY 2022). Profit margin: 7.0% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 24+ 4 more updatesWacker Neuson SE to Report Nine Months, 2024 Results on Nov 14, 2024Wacker Neuson SE announced that they will report nine months, 2024 results on Nov 14, 2024New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 0.5% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.94 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.94 (up from €0.55 in 2Q 2022). Revenue: €698.7m (up 27% from 2Q 2022). Net income: €63.6m (up 70% from 2Q 2022). Profit margin: 9.1% (up from 6.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 10Wackeker Neuson SE Revises Earnings Guidance for the Full-Year 2023Wackeker Neuson SE revised earnings guidance for the full-year 2023. For the period, the company anticipates revenue of between EUR 2,500 and EUR 2,700 million (previous guidance: EUR 2,300 to EUR 2,500 million).Upcoming Dividend • May 22Upcoming dividend of €1.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.2%).Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.92 (vs €0.42 in 1Q 2022)First quarter 2023 results: EPS: €0.92 (up from €0.42 in 1Q 2022). Revenue: €667.2m (up 28% from 1Q 2022). Net income: €62.4m (up 118% from 1Q 2022). Profit margin: 9.4% (up from 5.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Mar 31Full year 2022 earnings releasedFull year 2022 results: EPS: €2.10. Revenue: €2.25b (up 21% from FY 2021). Net income: €142.6m (up 3.4% from FY 2021). Profit margin: 6.3% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 14+ 4 more updatesWacker Neuson SE to Report Fiscal Year 2022 Results on Mar 28, 2023Wacker Neuson SE announced that they will report fiscal year 2022 results on Mar 28, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.52 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.52 (up from €0.45 in 3Q 2021). Revenue: €568.5m (up 23% from 3Q 2021). Net income: €35.5m (up 14% from 3Q 2021). Profit margin: 6.2% (down from 6.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €550.9m (up 12% from 2Q 2021). Net income: €37.5m (down 8.3% from 2Q 2021). Profit margin: 6.8% (down from 8.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 8.8% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • May 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Swiss dividend payers (3.9%). Higher than average of industry peers (2.4%).Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.42 (vs €0.41 in 1Q 2021)First quarter 2022 results: EPS: €0.42. Revenue: €521.6m (up 20% from 1Q 2021). Net income: €28.6m (down 1.7% from 1Q 2021). Profit margin: 5.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.9% growth forecast for the industry in Switzerland.Reported Earnings • Apr 08Full year 2021 earnings released: EPS: €1.99 (vs €0.20 in FY 2020)Full year 2021 results: EPS: €1.99 (up from €0.20 in FY 2020). Revenue: €1.87b (up 16% from FY 2020). Net income: €137.9m (up €123.8m from FY 2020). Profit margin: 7.4% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 9.8% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS €0.45 (vs €0.16 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €461.4m (up 18% from 3Q 2020). Net income: €31.2m (up 181% from 3Q 2020). Profit margin: 6.8% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS €0.59 (vs €0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €494.3m (up 28% from 2Q 2020). Net income: €40.9m (up 233% from 2Q 2020). Profit margin: 8.3% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 20Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 2.4%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • May 11First quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €434.0m (up 5.6% from 1Q 2020). Net income: €29.1m (up 180% from 1Q 2020). Profit margin: 6.7% (up from 2.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.20 (vs €1.26 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.62b (down 15% from FY 2019). Net income: €14.1m (down 84% from FY 2019). Profit margin: 0.9% (down from 4.7% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.16The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €390.8m (down 16% from 3Q 2019). Net income: €11.1m (down 57% from 3Q 2019). Profit margin: 2.8% (down from 5.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.09%. Over the next year, revenue is forecast to grow 3.8%, compared to a 1.2% growth forecast for the Machinery industry in Switzerland.業績と収益の成長予測SWX:WAC - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,811183118242212/31/20272,56014179183312/31/20262,3341056515233/31/20262,317101180241N/A12/31/20252,21977202268N/A9/30/20252,13861214293N/A6/30/20252,10544256342N/A3/31/20252,13552245340N/A12/31/20242,23571203305N/A9/30/20242,36381119243N/A6/30/20242,49411519161N/A3/31/20242,581147-32122N/A12/31/20232,655186-50113N/A9/30/20232,625210-40103N/A6/30/20232,546203-5874N/A3/31/20232,398176-8140N/A12/31/20222,252143-110-6N/A9/30/20222,118138-5644N/A6/30/20222,01013422111N/A3/31/20221,954137171254N/A12/31/20211,866138250332N/A9/30/20211,81882329410N/A6/30/20211,74761365451N/A3/31/20211,63933337421N/A12/31/20201,61614333420N/A9/30/20201,66842258352N/A6/30/20201,74557155247N/A3/31/20201,8777828116N/A12/31/20191,90189N/A-21N/A9/30/20191,890103N/A-130N/A6/30/20191,838105N/A-123N/A3/31/20191,775151N/A-89N/A12/31/20181,710145N/A-15N/A9/30/20181,632139N/A37N/A6/30/20181,595140N/A89N/A3/31/20181,56693N/A116N/A12/31/20171,53488N/A138N/A9/30/20171,49082N/A60N/A6/30/20171,42765N/A58N/A3/31/20171,38355N/A66N/A12/31/20161,36157N/A79N/A9/30/20161,37158N/A173N/A6/30/20161,36755N/A155N/A3/31/20161,36756N/A145N/A12/31/20151,37566N/A131N/A9/30/20151,36676N/A83N/A6/30/20151,37194N/A65N/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: WACの予測収益成長率 (年間22.7% ) は 貯蓄率 ( 0.6% ) を上回っています。収益対市場: WACの収益 ( 22.7% ) はSwiss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: WAC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: WACの収益 ( 8.2% ) Swiss市場 ( 4.9% ) 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: WACの収益 ( 8.2% ) 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: WAC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 ( 9.1 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/05/26 17:04終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Wacker Neuson SE 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。9 アナリスト機関Charlotte FriedrichsBerenbergGerhard OrgonasBNP ParibasGerhard OrgonasBofA Global Research6 その他のアナリストを表示
お知らせ • Aug 10Wackeker Neuson SE Revises Earnings Guidance for the Full-Year 2023Wackeker Neuson SE revised earnings guidance for the full-year 2023. For the period, the company anticipates revenue of between EUR 2,500 and EUR 2,700 million (previous guidance: EUR 2,300 to EUR 2,500 million).
お知らせ • Mar 30Wacker Neuson SE, Annual General Meeting, May 13, 2026Wacker Neuson SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Mar 27Wacker Neuson SE announces Annual dividend, payable on May 18, 2026Wacker Neuson SE announced Annual dividend of EUR 0.7000 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.
お知らせ • Nov 20+ 3 more updatesWacker Neuson SE to Report First Half, 2026 Results on Aug 13, 2026Wacker Neuson SE announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Jun 05Wacker Neuson’s Main Shareholders Are Said to Explore SaleWacker Neuson SE (XTRA:WAC)’s major shareholders are considering a sale of the German construction equipment maker, people with knowledge of the matter said. Some top Wacker Neuson investors are working with an adviser to gauge interest in their stakes, the people said, asking not to be identified because the information is private. Private equity firms are among suitors that have been studying the company, according to the people, who asked not to be identified because the information is private.
お知らせ • Apr 14Wacker Neuson SE, Annual General Meeting, May 23, 2025Wacker Neuson SE, Annual General Meeting, May 23, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 28Wacker Neuson SE announces Annual dividend, payable on May 28, 2025Wacker Neuson SE announced Annual dividend of EUR 0.6000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
お知らせ • Nov 14+ 3 more updatesWacker Neuson SE to Report First Half, 2025 Results on Aug 14, 2025Wacker Neuson SE announced that they will report first half, 2025 results on Aug 14, 2025
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.46 (vs €0.94 in 2Q 2023)Second quarter 2024 results: EPS: €0.46 (down from €0.94 in 2Q 2023). Revenue: €611.7m (down 13% from 2Q 2023). Net income: €31.4m (down 51% from 2Q 2023). Profit margin: 5.1% (down from 9.1% in 2Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • May 10Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 6.6%. Within top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.0%).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.34 (vs €0.92 in 1Q 2023)First quarter 2024 results: EPS: €0.34 (down from €0.92 in 1Q 2023). Revenue: €593.1m (down 11% from 1Q 2023). Net income: €23.3m (down 63% from 1Q 2023). Profit margin: 3.9% (down from 9.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Mar 28Dividend of €1.15 announcedShareholders will receive a dividend of €1.15. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.6% over the next 2 years. However, it would need to fall by 53% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €2.73 (vs €2.10 in FY 2022)Full year 2023 results: EPS: €2.73 (up from €2.10 in FY 2022). Revenue: €2.65b (up 18% from FY 2022). Net income: €185.9m (up 30% from FY 2022). Profit margin: 7.0% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 24+ 4 more updatesWacker Neuson SE to Report Nine Months, 2024 Results on Nov 14, 2024Wacker Neuson SE announced that they will report nine months, 2024 results on Nov 14, 2024
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% 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 0.5% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.94 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.94 (up from €0.55 in 2Q 2022). Revenue: €698.7m (up 27% from 2Q 2022). Net income: €63.6m (up 70% from 2Q 2022). Profit margin: 9.1% (up from 6.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 10Wackeker Neuson SE Revises Earnings Guidance for the Full-Year 2023Wackeker Neuson SE revised earnings guidance for the full-year 2023. For the period, the company anticipates revenue of between EUR 2,500 and EUR 2,700 million (previous guidance: EUR 2,300 to EUR 2,500 million).
Upcoming Dividend • May 22Upcoming dividend of €1.00 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Swiss dividend payers (4.3%). Higher than average of industry peers (2.2%).
Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.92 (vs €0.42 in 1Q 2022)First quarter 2023 results: EPS: €0.92 (up from €0.42 in 1Q 2022). Revenue: €667.2m (up 28% from 1Q 2022). Net income: €62.4m (up 118% from 1Q 2022). Profit margin: 9.4% (up from 5.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Mar 31Full year 2022 earnings releasedFull year 2022 results: EPS: €2.10. Revenue: €2.25b (up 21% from FY 2021). Net income: €142.6m (up 3.4% from FY 2021). Profit margin: 6.3% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 14+ 4 more updatesWacker Neuson SE to Report Fiscal Year 2022 Results on Mar 28, 2023Wacker Neuson SE announced that they will report fiscal year 2022 results on Mar 28, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.52 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.52 (up from €0.45 in 3Q 2021). Revenue: €568.5m (up 23% from 3Q 2021). Net income: €35.5m (up 14% from 3Q 2021). Profit margin: 6.2% (down from 6.8% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 15Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €550.9m (up 12% from 2Q 2021). Net income: €37.5m (down 8.3% from 2Q 2021). Profit margin: 6.8% (down from 8.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 8.8% growth forecast for the Machinery industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • May 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Swiss dividend payers (3.9%). Higher than average of industry peers (2.4%).
Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.42 (vs €0.41 in 1Q 2021)First quarter 2022 results: EPS: €0.42. Revenue: €521.6m (up 20% from 1Q 2021). Net income: €28.6m (down 1.7% from 1Q 2021). Profit margin: 5.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.9% growth forecast for the industry in Switzerland.
Reported Earnings • Apr 08Full year 2021 earnings released: EPS: €1.99 (vs €0.20 in FY 2020)Full year 2021 results: EPS: €1.99 (up from €0.20 in FY 2020). Revenue: €1.87b (up 16% from FY 2020). Net income: €137.9m (up €123.8m from FY 2020). Profit margin: 7.4% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 9.8% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS €0.45 (vs €0.16 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €461.4m (up 18% from 3Q 2020). Net income: €31.2m (up 181% from 3Q 2020). Profit margin: 6.8% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 10Second quarter 2021 earnings released: EPS €0.59 (vs €0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €494.3m (up 28% from 2Q 2020). Net income: €40.9m (up 233% from 2Q 2020). Profit margin: 8.3% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 20Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 2.4%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • May 11First quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €434.0m (up 5.6% from 1Q 2020). Net income: €29.1m (up 180% from 1Q 2020). Profit margin: 6.7% (up from 2.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.20 (vs €1.26 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.62b (down 15% from FY 2019). Net income: €14.1m (down 84% from FY 2019). Profit margin: 0.9% (down from 4.7% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.16The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €390.8m (down 16% from 3Q 2019). Net income: €11.1m (down 57% from 3Q 2019). Profit margin: 2.8% (down from 5.5% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 0.09%. Over the next year, revenue is forecast to grow 3.8%, compared to a 1.2% growth forecast for the Machinery industry in Switzerland.