View ValuationKendrion 将来の成長Future 基準チェック /16Kendrion利益と収益がそれぞれ年間12.5%と3.7%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12.5% 18.5%なると予測されています。主要情報12.5%収益成長率18.48%EPS成長率Auto Components 収益成長58.2%収益成長率3.7%将来の株主資本利益率12.47%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更新なしすべての更新を表示Recent updatesお知らせ • Mar 06Kendrion N.V. announces Annual dividend, payable on April 22, 2026Kendrion N.V. announced Annual dividend of EUR 0.7000 per share payable on April 22, 2026, ex-date on April 15, 2026 and record date on April 16, 2026.お知らせ • Aug 28+ 5 more updatesKendrion N.V. to Report Fiscal Year 2025 Results on Feb 27, 2026Kendrion N.V. announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 27, 2026お知らせ • Mar 26Kendrion N.V. announces Annual dividend, payable on May 09, 2025Kendrion N.V. announced Annual dividend of EUR 0.4500 per share payable on May 09, 2025, ex-date on April 16, 2025 and record date on April 17, 2025.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.12 (vs €0.16 in 3Q 2023)Third quarter 2024 results: EPS: €0.12 (down from €0.16 in 3Q 2023). Revenue: €72.7m (down 42% from 3Q 2023). Net income: €1.90m (down 21% from 3Q 2023). Profit margin: 2.6% (up from 1.9% in 3Q 2023). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13Kendrion N.V., Annual General Meeting, Apr 14, 2025Kendrion N.V., Annual General Meeting, Apr 14, 2025.お知らせ • Oct 02Solero Technologies, LLC completed the acquisition of Automotive Business of Kendrion N.V.(ENXTAM:KENDR) for €65 million.Solero Technologies, LLC entered into an agreement to acquire Automotive Business of Kendrion N.V.(ENXTAM:KENDR) on April 15, 2024. Andreas Driver , Roya Bayatloo, Fabian Reissinger, Marcus Iske, Susanne Weckbach, Katharina A. Weimer, Matthias Berger and Benjamin Grzimek of Fieldfisher (Germany) LLP acted as legal advisor to Solero Technologies, LLC. Bart de Klerk, Jeroen Beets and Pim van der Velden of ING Corporate Finance acted as financial advisor to Kendrion N.V. Solero Technologies, LLC completed the acquisition of Automotive Business of Kendrion N.V.(ENXTAM:KENDR) for €65 million on October 1, 2024. Automotive Business reported revenues of €208 million and EBITDA of €20.9 million.New Risk • Aug 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by earnings (140% payout ratio). Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.7% increase in shares outstanding).Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: €0.10 (vs €0.24 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.24 in 2Q 2023). Revenue: €77.7m (down 43% from 2Q 2023). Net income: €1.00m (down 73% from 2Q 2023). Profit margin: 1.3% (down from 2.7% in 2Q 2023). Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Aug 21+ 3 more updatesKendrion N.V. to Report Q2, 2025 Results on Aug 27, 2025Kendrion N.V. announced that they will report Q2, 2025 results at 7:30 AM, Central European Standard Time on Aug 27, 2025New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).Recent Insider Transactions • May 10Key Executive recently bought €101k worth of stockOn the 7th of May, Frits van Hout bought around 8k shares on-market at roughly €13.30 per share. This transaction amounted to 64% 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 Frits' only on-market trade for the last 12 months.Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.18 (vs €0.33 in 1Q 2023)First quarter 2024 results: EPS: €0.18 (down from €0.33 in 1Q 2023). Revenue: €75.2m (down 45% from 1Q 2023). Net income: €4.20m (down 14% from 1Q 2023). Profit margin: 5.6% (up from 3.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €12.54. The fair value is estimated to be €10.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.65 (vs €3.09 loss in FY 2022)Full year 2023 results: EPS: €0.65 (up from €3.09 loss in FY 2022). Revenue: €518.6m (flat on FY 2022). Net income: €9.90m (up €56.2m from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Feb 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €12.60. The fair value is estimated to be €10.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €12.36. The fair value is estimated to be €10.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.16 (vs €0.26 in 3Q 2022)Third quarter 2023 results: EPS: €0.16 (down from €0.26 in 3Q 2022). Revenue: €124.5m (down 6.3% from 3Q 2022). Net income: €2.40m (down 40% from 3Q 2022). Profit margin: 1.9% (down from 3.0% in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.New Risk • Aug 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Recent Insider Transactions • Apr 21Key Executive recently bought €99k worth of stockOn the 18th of April, Frits van Hout bought around 6k shares on-market at roughly €18.02 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Frits has been a buyer over the last 12 months, purchasing a net total of €214k worth in shares.Upcoming Dividend • Apr 12Upcoming dividend of €0.72 per share at 4.6% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 03Full year 2022 earnings released: €3.09 loss per share (vs €0.97 profit in FY 2021)Full year 2022 results: €3.09 loss per share (down from €0.97 profit in FY 2021). Revenue: €519.8m (up 12% from FY 2021). Net loss: €46.3m (down 422% from profit in FY 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% 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.Buying Opportunity • Feb 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €20.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 124% in the next 2 years.Buying Opportunity • Jan 24Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be €20.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 124% in the next 2 years.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.26 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.26 (up from €0.20 in 3Q 2021). Revenue: €132.9m (up 17% from 3Q 2021). Net income: €4.00m (up 38% from 3Q 2021). Profit margin: 3.0% (up from 2.6% in 3Q 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Aug 27Key Executive recently bought €115k worth of stockOn the 24th of August, Frits van Hout bought around 7k shares on-market at roughly €15.70 per share. This was the largest purchase by an insider in the last 3 months. This was Frits' only on-market trade for the last 12 months.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: €0.25 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €0.25 (down from €0.36 in 2Q 2021). Revenue: €126.9m (up 6.4% from 2Q 2021). Net income: €3.70m (down 32% from 2Q 2021). Profit margin: 2.9% (down from 4.5% in 2Q 2021). Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • May 05First quarter 2022 earnings released: EPS: €0.35 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.35 (down from €0.40 in 1Q 2021). Revenue: €130.4m (up 13% from 1Q 2021). Net income: €5.10m (down 14% from 1Q 2021). Profit margin: 3.9% (down from 5.1% in 1Q 2021). Over the next year, revenue is forecast to grow 3.9%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 04+ 2 more updatesKendrion N.V. to Report First Half, 2023 Results on Aug 23, 2023Kendrion N.V. announced that they will report first half, 2023 results on Aug 23, 2023お知らせ • May 03Kendrion N.V., Annual General Meeting, Apr 17, 2023Kendrion N.V., Annual General Meeting, Apr 17, 2023, at 14:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €16.62, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 14% over the past three years.Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.97 (up from €0.29 in FY 2020). Revenue: €464.2m (up 17% from FY 2020). Net income: €14.4m (up 235% from FY 2020). Profit margin: 3.1% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.2%. Over the next year, revenue is expected to shrink by 1.1% compared to a 2.4% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.20 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €113.4m (up 15% from 3Q 2020). Net income: €2.90m (up 81% from 3Q 2020). Profit margin: 2.6% (up from 1.6% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% 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.お知らせ • Sep 23Kendrion N.V. (ENXTAM:KENDR) acquired 3T B.V.Kendrion N.V. (ENXTAM:KENDR) acquired 3T B.V. on September 21, 2021. Kendrion N.V. (ENXTAM:KENDR) will finance the deal from its existing resources. 3T employs some 80 FTE, and realizes around €12 million in annual profitable revenues. Kendrion N.V. (ENXTAM:KENDR) completed the acquisition of 3T B.V. on September 21, 2021.Reported Earnings • Jun 18First quarter 2021 earnings released: EPS €0.40 (vs €0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €115.3m (up 5.1% from 1Q 2020). Net income: €5.90m (up 97% from 1Q 2020). Profit margin: 5.1% (up from 2.7% in 1Q 2020).Reported Earnings • Feb 20Full year 2020 earnings released: EPS €0.29 (vs €0.59 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €396.7m (down 3.8% from FY 2019). Net income: €4.30m (down 46% from FY 2019). Profit margin: 1.1% (down from 1.9% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 1.7%, compared to a 9.7% growth forecast for the Auto Components industry in Germany.Is New 90 Day High Low • Feb 20New 90-day high: €20.50The company is up 24% from its price of €16.48 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.06 per share.Is New 90 Day High Low • Jan 23New 90-day high: €19.42The company is up 19% from its price of €16.36 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Auto Components industry, which is also up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.17 per share.Is New 90 Day High Low • Jan 07New 90-day high: €17.34The company is up 7.0% from its price of €16.22 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.68 per share.Is New 90 Day High Low • Nov 24New 90-day high: €16.70The company is up 29% from its price of €12.90 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.58 per share.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €98.6m (down 4.1% from 3Q 2019). Net income: €1.60m (down 24% from 3Q 2019). Profit margin: 1.6% (down from 2.0% in 3Q 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Oct 06New 90-day high: €15.84The company is up 38% from its price of €11.52 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.30 per share.お知らせ • Jul 22Kendrion N.V. To Be Deleted From Other OTCKendrion N.V. Ordinary Shares (Netherlands) will be deleted from Other OTC effective July 17, 2020. The deletion was due to Inactive Security.業績と収益の成長予測DB:K3E - 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12/31/20282792229N/A312/31/20272672026N/A312/31/20262551721N/A33/31/202625315N/AN/AN/A12/31/2025250142030N/A9/30/20253007N/AN/AN/A6/30/20253109-412N/A3/31/20252377N/AN/AN/A12/31/20242498-519N/A9/30/20245066N/AN/AN/A6/30/202429671845N/A3/31/20245119N/AN/AN/A12/31/202330912636N/A9/30/2023528-48N/AN/AN/A6/30/2023429-45-532N/A3/31/2023526-46N/AN/AN/A12/31/2022520-46038N/A9/30/202250613N/AN/AN/A6/30/202248612-531N/A3/31/202247914N/AN/AN/A12/31/202146414-228N/A9/30/202145114N/AN/AN/A6/30/2021436132642N/A3/31/20214027N/AN/AN/A12/31/202039742642N/A9/30/20203862N/AN/AN/A6/30/202039032040N/A3/31/20204147N/AN/AN/A12/31/20194128N/A41N/A9/30/20194229N/AN/AN/A6/30/201942611N/A26N/A3/31/201943611N/AN/AN/A12/31/201844914N/A37N/A9/30/201845618N/AN/AN/A6/30/201846619N/A48N/A3/31/201846421N/AN/AN/A12/31/201746220N/A42N/A9/30/201746020N/AN/AN/A6/30/201745420N/A49N/A3/31/201745118N/AN/AN/A12/31/201644415N/A44N/A9/30/201644013N/AN/AN/A6/30/201643913N/A36N/A3/31/201643914N/AN/AN/A12/31/201544217N/A41N/A9/30/201544420N/AN/AN/A6/30/201544220N/A40N/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: K3Eの予測収益成長率 (年間12.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: K3Eの収益 ( 12.5% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: K3Eの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: K3Eの収益 ( 3.7% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: K3Eの収益 ( 3.7% ) 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: K3E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 ( 12.5 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 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2026/06/17 08:03終値2026/06/17 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Kendrion N.V. 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。4 アナリスト機関Beatrice AllenBerenbergFrank ClaassenDegroof PetercamTijs HollestelleING Groep NV1 その他のアナリストを表示
お知らせ • Mar 06Kendrion N.V. announces Annual dividend, payable on April 22, 2026Kendrion N.V. announced Annual dividend of EUR 0.7000 per share payable on April 22, 2026, ex-date on April 15, 2026 and record date on April 16, 2026.
お知らせ • Aug 28+ 5 more updatesKendrion N.V. to Report Fiscal Year 2025 Results on Feb 27, 2026Kendrion N.V. announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 27, 2026
お知らせ • Mar 26Kendrion N.V. announces Annual dividend, payable on May 09, 2025Kendrion N.V. announced Annual dividend of EUR 0.4500 per share payable on May 09, 2025, ex-date on April 16, 2025 and record date on April 17, 2025.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.12 (vs €0.16 in 3Q 2023)Third quarter 2024 results: EPS: €0.12 (down from €0.16 in 3Q 2023). Revenue: €72.7m (down 42% from 3Q 2023). Net income: €1.90m (down 21% from 3Q 2023). Profit margin: 2.6% (up from 1.9% in 3Q 2023). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13Kendrion N.V., Annual General Meeting, Apr 14, 2025Kendrion N.V., Annual General Meeting, Apr 14, 2025.
お知らせ • Oct 02Solero Technologies, LLC completed the acquisition of Automotive Business of Kendrion N.V.(ENXTAM:KENDR) for €65 million.Solero Technologies, LLC entered into an agreement to acquire Automotive Business of Kendrion N.V.(ENXTAM:KENDR) on April 15, 2024. Andreas Driver , Roya Bayatloo, Fabian Reissinger, Marcus Iske, Susanne Weckbach, Katharina A. Weimer, Matthias Berger and Benjamin Grzimek of Fieldfisher (Germany) LLP acted as legal advisor to Solero Technologies, LLC. Bart de Klerk, Jeroen Beets and Pim van der Velden of ING Corporate Finance acted as financial advisor to Kendrion N.V. Solero Technologies, LLC completed the acquisition of Automotive Business of Kendrion N.V.(ENXTAM:KENDR) for €65 million on October 1, 2024. Automotive Business reported revenues of €208 million and EBITDA of €20.9 million.
New Risk • Aug 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Dividend is not well covered by earnings (140% payout ratio). Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: €0.10 (vs €0.24 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.24 in 2Q 2023). Revenue: €77.7m (down 43% from 2Q 2023). Net income: €1.00m (down 73% from 2Q 2023). Profit margin: 1.3% (down from 2.7% in 2Q 2023). Revenue is expected to decline by 4.2% p.a. on average during the next 3 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 21+ 3 more updatesKendrion N.V. to Report Q2, 2025 Results on Aug 27, 2025Kendrion N.V. announced that they will report Q2, 2025 results at 7:30 AM, Central European Standard Time on Aug 27, 2025
New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Dividend is not well covered by cash flows (111% cash payout ratio).
Recent Insider Transactions • May 10Key Executive recently bought €101k worth of stockOn the 7th of May, Frits van Hout bought around 8k shares on-market at roughly €13.30 per share. This transaction amounted to 64% 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 Frits' only on-market trade for the last 12 months.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: €0.18 (vs €0.33 in 1Q 2023)First quarter 2024 results: EPS: €0.18 (down from €0.33 in 1Q 2023). Revenue: €75.2m (down 45% from 1Q 2023). Net income: €4.20m (down 14% from 1Q 2023). Profit margin: 5.6% (up from 3.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to €12.54. The fair value is estimated to be €10.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.65 (vs €3.09 loss in FY 2022)Full year 2023 results: EPS: €0.65 (up from €3.09 loss in FY 2022). Revenue: €518.6m (flat on FY 2022). Net income: €9.90m (up €56.2m from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Feb 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €12.60. The fair value is estimated to be €10.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €12.36. The fair value is estimated to be €10.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.16 (vs €0.26 in 3Q 2022)Third quarter 2023 results: EPS: €0.16 (down from €0.26 in 3Q 2022). Revenue: €124.5m (down 6.3% from 3Q 2022). Net income: €2.40m (down 40% from 3Q 2022). Profit margin: 1.9% (down from 3.0% in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
New Risk • Aug 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Recent Insider Transactions • Apr 21Key Executive recently bought €99k worth of stockOn the 18th of April, Frits van Hout bought around 6k shares on-market at roughly €18.02 per share. This transaction amounted to 87% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Frits has been a buyer over the last 12 months, purchasing a net total of €214k worth in shares.
Upcoming Dividend • Apr 12Upcoming dividend of €0.72 per share at 4.6% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 11 May 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 03Full year 2022 earnings released: €3.09 loss per share (vs €0.97 profit in FY 2021)Full year 2022 results: €3.09 loss per share (down from €0.97 profit in FY 2021). Revenue: €519.8m (up 12% from FY 2021). Net loss: €46.3m (down 422% from profit in FY 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% 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.
Buying Opportunity • Feb 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €20.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 124% in the next 2 years.
Buying Opportunity • Jan 24Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be €20.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 124% in the next 2 years.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.26 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.26 (up from €0.20 in 3Q 2021). Revenue: €132.9m (up 17% from 3Q 2021). Net income: €4.00m (up 38% from 3Q 2021). Profit margin: 3.0% (up from 2.6% in 3Q 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Aug 27Key Executive recently bought €115k worth of stockOn the 24th of August, Frits van Hout bought around 7k shares on-market at roughly €15.70 per share. This was the largest purchase by an insider in the last 3 months. This was Frits' only on-market trade for the last 12 months.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: €0.25 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €0.25 (down from €0.36 in 2Q 2021). Revenue: €126.9m (up 6.4% from 2Q 2021). Net income: €3.70m (down 32% from 2Q 2021). Profit margin: 2.9% (down from 4.5% in 2Q 2021). Over the next year, revenue is forecast to grow 4.4%, compared to a 12% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: €0.35 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.35 (down from €0.40 in 1Q 2021). Revenue: €130.4m (up 13% from 1Q 2021). Net income: €5.10m (down 14% from 1Q 2021). Profit margin: 3.9% (down from 5.1% in 1Q 2021). Over the next year, revenue is forecast to grow 3.9%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 04+ 2 more updatesKendrion N.V. to Report First Half, 2023 Results on Aug 23, 2023Kendrion N.V. announced that they will report first half, 2023 results on Aug 23, 2023
お知らせ • May 03Kendrion N.V., Annual General Meeting, Apr 17, 2023Kendrion N.V., Annual General Meeting, Apr 17, 2023, at 14:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €16.62, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.97 (up from €0.29 in FY 2020). Revenue: €464.2m (up 17% from FY 2020). Net income: €14.4m (up 235% from FY 2020). Profit margin: 3.1% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.2%. Over the next year, revenue is expected to shrink by 1.1% compared to a 2.4% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.20 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €113.4m (up 15% from 3Q 2020). Net income: €2.90m (up 81% from 3Q 2020). Profit margin: 2.6% (up from 1.6% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% 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.
お知らせ • Sep 23Kendrion N.V. (ENXTAM:KENDR) acquired 3T B.V.Kendrion N.V. (ENXTAM:KENDR) acquired 3T B.V. on September 21, 2021. Kendrion N.V. (ENXTAM:KENDR) will finance the deal from its existing resources. 3T employs some 80 FTE, and realizes around €12 million in annual profitable revenues. Kendrion N.V. (ENXTAM:KENDR) completed the acquisition of 3T B.V. on September 21, 2021.
Reported Earnings • Jun 18First quarter 2021 earnings released: EPS €0.40 (vs €0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €115.3m (up 5.1% from 1Q 2020). Net income: €5.90m (up 97% from 1Q 2020). Profit margin: 5.1% (up from 2.7% in 1Q 2020).
Reported Earnings • Feb 20Full year 2020 earnings released: EPS €0.29 (vs €0.59 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €396.7m (down 3.8% from FY 2019). Net income: €4.30m (down 46% from FY 2019). Profit margin: 1.1% (down from 1.9% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 1.7%, compared to a 9.7% growth forecast for the Auto Components industry in Germany.
Is New 90 Day High Low • Feb 20New 90-day high: €20.50The company is up 24% from its price of €16.48 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.06 per share.
Is New 90 Day High Low • Jan 23New 90-day high: €19.42The company is up 19% from its price of €16.36 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Auto Components industry, which is also up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.17 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €17.34The company is up 7.0% from its price of €16.22 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.68 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €16.70The company is up 29% from its price of €12.90 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.58 per share.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €98.6m (down 4.1% from 3Q 2019). Net income: €1.60m (down 24% from 3Q 2019). Profit margin: 1.6% (down from 2.0% in 3Q 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Oct 06New 90-day high: €15.84The company is up 38% from its price of €11.52 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.30 per share.
お知らせ • Jul 22Kendrion N.V. To Be Deleted From Other OTCKendrion N.V. Ordinary Shares (Netherlands) will be deleted from Other OTC effective July 17, 2020. The deletion was due to Inactive Security.