View ValuationVossloh 将来の成長Future 基準チェック /46Vossloh利益と収益がそれぞれ年間25.8%と7.4%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11% 34.8%なると予測されています。主要情報25.8%収益成長率34.83%EPS成長率Machinery 収益成長24.5%収益成長率7.4%将来の株主資本利益率11.04%アナリストカバレッジGood最終更新日23 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Mar 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €3.60 to €3.20 per share. Revenue forecast steady at €1.62b. Net income forecast to shrink 1.3% next year vs 26% growth forecast for Machinery industry in Germany . Consensus price target broadly unchanged at €85.50. Share price fell 4.6% to €67.10 over the past week.分析記事 • Mar 26Here's What Analysts Are Forecasting For Vossloh AG (ETR:VOS) After Its Yearly ResultsVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...Price Target Changed • Jan 12Price target increased by 7.7% to €90.83Up from €84.31, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €81.20. Stock is up 100% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €3.56 last year.分析記事 • Jul 27Analysts Are Updating Their Vossloh AG (ETR:VOS) Estimates After Its Second-Quarter ResultsLast week saw the newest quarterly earnings release from Vossloh AG ( ETR:VOS ), an important milestone in the...Price Target Changed • Jul 25Price target increased by 9.6% to €87.79Up from €80.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €87.60. Stock is up 73% over the past year. The company is forecast to post earnings per share of €3.69 for next year compared to €3.56 last year.Price Target Changed • Jul 08Price target increased by 11% to €80.07Up from €72.25, the current price target is an average from 7 analysts. New target price is 7.2% below last closing price of €86.30. Stock is up 87% over the past year. The company is forecast to post earnings per share of €3.74 for next year compared to €3.56 last year.すべての更新を表示Recent updatesNew Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.3% net profit margin).お知らせ • May 15Vossloh AG (XTRA:VOS) reached an agreement to acquire Cordel Group Plc (AIM:CRDL) for £26.9 million.Vossloh AG (XTRA:VOS) reached an agreement to acquire Cordel Group Plc (AIM:CRDL) for £26.9 million on May 13, 2026. A cash consideration valued at £0.124 per share will be paid by Vossloh AG. As part of consideration, £26.9 million is paid towards common equity of Cordel Group Plc. The cash consideration payable by Vossloh under the terms of the acquisition will be funded from existing cash resources. The transaction is subject to subject to court approval, approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and third party approval needed. The Cordel directors intend unanimously to recommend that Cordel shareholders vote in favour of the scheme at the court meeting and the resolutions to be proposed at the general Meeting. The expected completion of the transaction is July 1, 2026 to September 30, 2026. James Dance and Richard Johnson of Strand Hanson Limited acted as financial advisor for Cordel Group Plc. Sam Cann and Lara Ashmore of Peel Hunt LLP acted as financial advisor for Vossloh AG. Freshfields LLP acted as legal advisor for Vossloh AG. Bird & Bird LLP acted as legal advisor for Cordel Group Plc. Lazard & Co. GmbH acted as financial advisor to Vossloh AG.Upcoming Dividend • Apr 30Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 11 May 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.0%).New Risk • Apr 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.4% net profit margin).Major Estimate Revision • Mar 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €3.60 to €3.20 per share. Revenue forecast steady at €1.62b. Net income forecast to shrink 1.3% next year vs 26% growth forecast for Machinery industry in Germany . Consensus price target broadly unchanged at €85.50. Share price fell 4.6% to €67.10 over the past week.Declared Dividend • Mar 27Dividend increased to €1.15Dividend of €1.15 is 4.5% higher than last year. Ex-date: 7th May 2026 Payment date: 11th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 26Here's What Analysts Are Forecasting For Vossloh AG (ETR:VOS) After Its Yearly ResultsVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...お知らせ • Mar 26Vossloh AG, Annual General Meeting, May 06, 2026Vossloh AG, Annual General Meeting, May 06, 2026, at 10:00 W. Europe Standard Time.New Risk • Mar 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €3.24. Revenue: €1.34b (up 11% from FY 2024). Net income: €68.7m (up 8.7% from FY 2024). Profit margin: 5.1% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €68.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Machinery industry in Germany. Total returns to shareholders of 88% over the past three years.Price Target Changed • Jan 12Price target increased by 7.7% to €90.83Up from €84.31, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €81.20. Stock is up 100% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €3.56 last year.分析記事 • Jan 03Why Vossloh AG (ETR:VOS) Could Be Worth WatchingWhile Vossloh AG ( ETR:VOS ) might not have the largest market cap around , it saw a decent share price growth of 16...分析記事 • Dec 06Does Vossloh (ETR:VOS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Nov 26Vossloh AG to Report Q1, 2026 Results on Apr 23, 2026Vossloh AG announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Nov 20Vossloh AG to Report Fiscal Year 2025 Results on Mar 19, 2026Vossloh AG announced that they will report fiscal year 2025 results on Mar 19, 2026お知らせ • Nov 19+ 1 more updateVossloh AG to Report First Half, 2026 Results on Jul 23, 2026Vossloh AG announced that they will report first half, 2026 results on Jul 23, 2026Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €78.60. The fair value is estimated to be €98.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.65 (vs €0.78 in 3Q 2024)Third quarter 2025 results: EPS: €0.65 (down from €0.78 in 3Q 2024). Revenue: €325.9m (up 9.1% from 3Q 2024). Net income: €16.6m (down 5.1% from 3Q 2024). Profit margin: 5.1% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to €78.20. The fair value is estimated to be €100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.分析記事 • Sep 27Vossloh AG's (ETR:VOS) Shareholders Might Be Looking For ExitWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...分析記事 • Sep 11Is Now The Time To Look At Buying Vossloh AG (ETR:VOS)?Vossloh AG ( ETR:VOS ), is not the largest company out there, but it saw a decent share price growth of 20% on the XTRA...分析記事 • Jul 27Analysts Are Updating Their Vossloh AG (ETR:VOS) Estimates After Its Second-Quarter ResultsLast week saw the newest quarterly earnings release from Vossloh AG ( ETR:VOS ), an important milestone in the...Price Target Changed • Jul 25Price target increased by 9.6% to €87.79Up from €80.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €87.60. Stock is up 73% over the past year. The company is forecast to post earnings per share of €3.69 for next year compared to €3.56 last year.Buy Or Sell Opportunity • Jul 25Now 21% undervaluedOver the last 90 days, the stock has risen 29% to €87.60. The fair value is estimated to be €111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Price Target Changed • Jul 08Price target increased by 11% to €80.07Up from €72.25, the current price target is an average from 7 analysts. New target price is 7.2% below last closing price of €86.30. Stock is up 87% over the past year. The company is forecast to post earnings per share of €3.74 for next year compared to €3.56 last year.Price Target Changed • Jun 20Price target increased by 8.8% to €76.42Up from €70.25, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €73.50. Stock is up 56% over the past year. The company is forecast to post earnings per share of €3.76 for next year compared to €3.56 last year.分析記事 • Jun 17Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation ConcernsWhy Vita Life Science’s is a solid business with solvable headwinds, how 2 massive tailwinds will drive multi-year growth for Vossloh, and why Intuitive Surgical’s strengths don’t outweigh the valuation risks.分析記事 • May 21Is Vossloh (ETR:VOS) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • May 01We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Vossloh AG's (ETR:VOS) CEO For NowKey Insights Vossloh will host its Annual General Meeting on 7th of May CEO Oliver Schuster's total compensation...Upcoming Dividend • May 01Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 12 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.6%).新しいナラティブ • Apr 30Vossloh rides a €500 billion wave to boost growth and earnings in the next decade€500 billion Infrastructure Sondervermögen Germany’s new special-infrastructure fund of €500 billion over 12 years relaxes the debt brake and channels roughly €20.8 billion per year into roads, rail, 分析記事 • Apr 28Vossloh AG (ETR:VOS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe first-quarter results for Vossloh AG ( ETR:VOS ) were released last week, making it a good time to revisit its...分析記事 • Apr 15Is Now The Time To Look At Buying Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not have the largest market cap around , it received a lot of attention from a...分析記事 • Apr 02Vossloh's (ETR:VOS) Solid Earnings May Rest On Weak FoundationsVossloh AG's ( ETR:VOS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...Major Estimate Revision • Apr 01Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from €1.28b to €1.39b. EPS estimate increased from €3.35 to €3.85 per share. Net income forecast to grow 14% next year vs 12% growth forecast for Machinery industry in Germany. Consensus price target up from €56.60 to €62.85. Share price rose 3.2% to €64.70 over the past week.Price Target Changed • Mar 31Price target increased by 9.1% to €61.73Up from €56.60, the current price target is an average from 8 analysts. New target price is 5.6% below last closing price of €65.40. Stock is up 43% over the past year. The company is forecast to post earnings per share of €3.75 for next year compared to €3.56 last year.Declared Dividend • Mar 30Dividend increased to €1.10Dividend of €1.10 is 4.8% higher than last year. Ex-date: 8th May 2025 Payment date: 12th May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €3.56 (up from €2.15 in FY 2023). Revenue: €1.21b (flat on FY 2023). Net income: €69.2m (up 84% from FY 2023). Profit margin: 5.7% (up from 3.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 28+ 1 more updateVossloh AG, Annual General Meeting, May 07, 2025Vossloh AG, Annual General Meeting, May 07, 2025, at 10:00 W. Europe Standard Time.分析記事 • Mar 15Vossloh AG's (ETR:VOS) 33% Share Price Surge Not Quite Adding UpVossloh AG ( ETR:VOS ) shares have continued their recent momentum with a 33% gain in the last month alone. Looking...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €57.40, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Machinery industry in Germany. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.70 per share.お知らせ • Dec 18+ 3 more updatesVossloh AG to Report Q1, 2025 Results on Apr 24, 2025Vossloh AG announced that they will report Q1, 2025 results on Apr 24, 2025New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (10.0% increase in shares outstanding).Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: €0.78 (vs €0.53 in 3Q 2023)Third quarter 2024 results: EPS: €0.78 (up from €0.53 in 3Q 2023). Revenue: €298.7m (down 8.2% from 3Q 2023). Net income: €17.5m (up 90% from 3Q 2023). Profit margin: 5.9% (up from 2.8% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Nov 02Some Confidence Is Lacking In Vossloh AG's (ETR:VOS) P/EIt's not a stretch to say that Vossloh AG's ( ETR:VOS ) price-to-earnings (or "P/E") ratio of 14.2x right now seems...分析記事 • Sep 09Is Vossloh (ETR:VOS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €1.57 (vs €1.02 in 2Q 2023)Second quarter 2024 results: EPS: €1.57 (up from €1.02 in 2Q 2023). Revenue: €292.0m (down 15% from 2Q 2023). Net income: €29.0m (up 62% from 2Q 2023). Profit margin: 9.9% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 20Vossloh AG (XTRA:VOS) acquired France Aiguillages Services.Vossloh AG (XTRA:VOS) acquired France Aiguillages Services on July 19, 2024. The transaction also includes the licensed training center LUNEFCF, where employees of the French national network operator are trained and further educated for maintenance work on SNCF railroad infrastructure facilities in addition to the FAS employees. The employees of FAS will join the Vossloh family. Vossloh AG (XTRA:VOS) completed the acquisition of France Aiguillages Services on July 19, 2024.分析記事 • Jun 05Vossloh AG (ETR:VOS) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...お知らせ • May 22Vossloh AG (XTRA:VOS) signed an agreement to acquire Scandinavian Track Group AB.Vossloh AG (XTRA:VOS) signed an agreement to acquire Scandinavian Track Group AB on May 21, 2024. As of 2023, Scandinavian Track Group reported a sales revenue of €22.3 million. The transaction is subject to the approval of Swedish Competition Authority and the Swedish Ministry of Economic Affairs and is expected to be completed in mid-2024.Upcoming Dividend • May 10Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).分析記事 • May 09Shareholders Will Probably Not Have Any Issues With Vossloh AG's (ETR:VOS) CEO CompensationKey Insights Vossloh to hold its Annual General Meeting on 15th of May Total pay for CEO Oliver Schuster includes...Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.39 (vs €0.07 in 1Q 2023)First quarter 2024 results: EPS: €0.39 (up from €0.07 in 1Q 2023). Revenue: €268.8m (up 4.9% from 1Q 2023). Net income: €8.40m (up €7.10m from 1Q 2023). Profit margin: 3.1% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: €2.16 (vs €2.32 in FY 2022)Full year 2023 results: EPS: €2.16. Revenue: €1.21b (up 16% from FY 2022). Net income: €43.7m (up 7.4% from FY 2022). Profit margin: 3.6% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany.お知らせ • Mar 21+ 1 more updateVossloh AG to Report Q1, 2024 Results on Apr 25, 2024Vossloh AG announced that they will report Q1, 2024 results on Apr 25, 2024お知らせ • Jan 12+ 2 more updatesVossloh AG to Report Fiscal Year 2023 Results on Mar 21, 2024Vossloh AG announced that they will report fiscal year 2023 results on Mar 21, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.54 (vs €1.00 in 3Q 2022)Third quarter 2023 results: EPS: €0.54 (down from €1.00 in 3Q 2022). Revenue: €325.3m (up 16% from 3Q 2022). Net income: €13.7m (down 21% from 3Q 2022). Profit margin: 4.2% (down from 6.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 10Vossloh Introduces Platform Vossloh Connect with Innovative Digital Solutions Transforming the Railway IndustryVossloh is living up to its role as a pioneer in the rail infrastructure business once again by introducing the cloud-based platform ‘Vossloh connect’, whose applications will drive the digitalization and the transformation of the rail industry. The platform offers an array of cutting-edge solutions designed to optimize rail infrastructure management and maintenance as well as contributing to increased safety, reduced costs and improved overall performance. Vossloh has created a one-stop-shop-platform for railway customers across the rail network. It offers a comprehensive suite of digital solutions, seamlessly integrated into one single, user-friendly system. It comfortably provides a holistic view on rail infrastructure and operations. The platform offers customers not only access to Vossloh’s self-developed solutions for various areas of rail infrastructure but is also open to selected third-party partners offering complementary products and solutions. The tools enable real-time monitoring capabilities providing instant insights into rail network performance and asset health as well as relevant information for predictive maintenance. Furthermore, the platform comprises advanced analytics and alert systems in order to significantly reduce the risk of accidents and disruptions. This not only crucial for the paramount of the railway industry – safety – but also helps to reduce costs for emergency repairs and extends the lifespan of the rail assets and therefore contributes to sustainability. Last but not least to mention is the range of sophisticated predictive maintenance algorithms, forming the core of ‘Vossloh connect’. They enable rail operators to schedule maintenance tasks more efficiently while reducing downtime and costs whereas the central customer request – the availability of the track – can be increased by these means. Customers have access to their condition data via ‘Vossloh connect’. The visualization in the Vossloh applications makes this data intuitively usable and translates it into recommendations for tailormade action. Certain Vossloh inhouse developed solutions offered on the new platform are focusing on switches as one of the technically most complex and fault-prone elements of the rail track. ‘Smart Turnout’ e.g. provides advanced monitoring of switches including information on vertical displacement, train speed and train recognition. ‘Smart Point Machine’ enables quick asset assessments and adjustable alarms and can be adapted to any specific customer needs. Advanced monitoring prevents failures of point machines and specific algorithms aim at failure prognosis and forecasting. With a set of laser-equipped sensors the solution ‘SMV’ measures displacement and vibration to provide insights on tamping needs of the ballast bed in the switch area, but also to assess maintenance effectiveness. The concept of ‘mapl-e’ offers a seamless solution combining measurement, analysis, and maintenance, in order to reduce and control costs through combined grinding-activities and train-based measurement. It allows for continuous data collection even during high-traffic periods, providing rapid access to valuable information and increasing operations efficiency. Besides, Vossloh’s ‘Datalab’ can be considered a real Jack-of-all-trades in statistics offering rail-infrastructure data visualization for insights, statistical KPIs and alarms for monitoring, topped with a flexible dashboard for asset oversight. In addition, the platform serves as a marketplace for selected third-party providers or partners and their solutions. Among them are the Swedish company ‘Strainlabs’ for example, which brings expertise in connected bolts to the platform. Strainlabs’ sensor-equipped bolts allow the platform-user to gather real-time data on the stress and strain, enabling proactive maintenance and enhancing the overall safety and reliability of rail systems. Another esteemed partner of ‘Vossloh connect’ is ‘Cervello’. Headquartered in Israel and deployed worldwide, the company specializes in cybersecurity solutions tailored for the railway industry. With the rise of digitalization, ensuring the security of rail networks is of growing importance. Cervello’s expertise in protecting rail critical infrastructure against cyber threats adds a layer of security that is essential in today’s interconnected world. German Railwatch is another example for joint forces with ‘Vossloh connect’. Their innovative system for monitoring wagon and train conditions enables rail operators to gain comprehensive insights into the health and performance of their rolling stock. Applications are covering a range of solutions including i.a. wheel and brake condition, weight and train- resp. wagon-identification Considering that the rail-wheel contact is of utmost relevance for any preventive maintenance model on rail infrastructure, these insights perfectly complete Vossloh’s wholistic understanding of the rail track as a system. Since recently the comprehensive technology and most employees of former Railwatch have been integrated into Vossloh Group.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.03 (vs €0.54 in 2Q 2022)Second quarter 2023 results: EPS: €1.03 (up from €0.54 in 2Q 2022). Revenue: €344.2m (up 35% from 2Q 2022). Net income: €19.4m (up 102% from 2Q 2022). Profit margin: 5.6% (up from 3.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 16Vossloh AG Raises Earnings Guidance for the Full Year 2023Vossloh AG raised earnings guidance for the full year 2023. For the period, the company Sales expectation raised from EUR 1.05 billion to EUR 1.15 billion to between EUR 1.125 billion and EUR 1.2 billion . EBIT forecast raised from EUR 79 million to EUR 88 million to between EUR 87 million and EUR 94 million.Upcoming Dividend • May 18Upcoming dividend of €1.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).分析記事 • Apr 05When Should You Buy Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not be the most widely known stock at the moment, it saw a double-digit share price...Reported Earnings • Mar 18Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €2.32 (up from €1.33 in FY 2021). Revenue: €1.05b (up 11% from FY 2021). Net income: €40.7m (up 74% from FY 2021). Profit margin: 3.9% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 11Vossloh AG's (ETR:VOS) Intrinsic Value Is Potentially 18% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Vossloh AG ( ETR:VOS...お知らせ • Oct 29+ 1 more updateVossloh AG to Report Q2, 2023 Results on Aug 03, 2023Vossloh AG announced that they will report Q2, 2023 results on Aug 03, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.85 (vs €0.59 in 3Q 2021)Third quarter 2022 results: EPS: €0.85 (up from €0.59 in 3Q 2021). Revenue: €279.8m (up 19% from 3Q 2021). Net income: €21.9m (up 111% from 3Q 2021). Profit margin: 7.8% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Oct 19Is Now An Opportune Moment To Examine Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not be the most widely known stock at the moment, it saw a double-digit share price...Reported Earnings • Aug 04Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: €254.2m (flat on 2Q 2021). Net income: €11.1m (up 12% from 2Q 2021). Profit margin: 4.4% (up from 3.9% in 2Q 2021). Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.8% growth forecast for the industry in Germany.Price Target Changed • Jul 19Price target decreased to €46.07Down from €50.00, the current price target is an average from 7 analysts. New target price is 32% above last closing price of €34.80. Stock is down 15% over the past year. The company is forecast to post earnings per share of €1.96 for next year compared to €1.33 last year.Upcoming Dividend • May 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (2.6%).Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.02 (down from €0.16 in 1Q 2021). Revenue: €222.2m (up 7.3% from 1Q 2021). Net income: €400.0k (down 86% from 1Q 2021). Profit margin: 0.2% (down from 1.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) missed analyst estimates by 78%. Over the next year, revenue is forecast to grow 3.5%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 30Price target decreased to €51.17Down from €55.58, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €36.45. Stock is down 18% over the past year. The company is forecast to post earnings per share of €2.25 for next year compared to €1.33 last year.分析記事 • Mar 21Vossloh AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...分析記事 • Feb 22Returns At Vossloh (ETR:VOS) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €0.54 (vs €0.92 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €235.8m (up 5.0% from 3Q 2020). Net income: €14.0m (down 14% from 3Q 2020). Profit margin: 5.9% (down from 7.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 10Vossloh (ETR:VOS) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 11We Like These Underlying Return On Capital Trends At Vossloh (ETR:VOS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.57 (vs €0.029 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €255.5m (up 22% from 2Q 2020). Net income: €9.90m (up €9.40m from 2Q 2020). Profit margin: 3.9% (up from 0.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Jul 27A Look At The Intrinsic Value Of Vossloh AG (ETR:VOS)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vossloh AG ( ETR:VOS...Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).分析記事 • May 12Vossloh (ETR:VOS) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.16 (vs €0.95 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: €207.1m (up 13% from 1Q 2020). Net income: €3.40m (down 80% from 1Q 2020). Profit margin: 1.6% (down from 9.3% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Price Target Changed • Apr 24Price target increased to €50.33Up from €45.00, the current price target is an average from 3 analysts. New target price is 16% above last closing price of €43.45. Stock is up 32% over the past year.分析記事 • Mar 24Vossloh (ETR:VOS) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Vossloh AG ( ETR:VOS ) were solid, but the stock didn't move as much as we expected...Reported Earnings • Mar 19Full year 2020 earnings released: EPS €2.47 (vs €4.13 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €869.7m (down 5.1% from FY 2019). Net income: €43.4m (up €112.7m from FY 2019). Profit margin: 5.0% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Mar 17We Think Vossloh (ETR:VOS) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 19Is Vossloh AG (ETR:VOS) An Attractive Dividend Stock?Today we'll take a closer look at Vossloh AG ( ETR:VOS ) from a dividend investor's perspective. Owning a strong...Is New 90 Day High Low • Feb 12New 90-day high: €45.50The company is up 24% from its price of €36.60 on 13 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 Machinery 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 €23.77 per share.業績と収益の成長予測XTRA:VOS - 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12/31/20281,80995113N/A712/31/20271,70181103N/A712/31/20261,6045996N/A73/31/20261,40746N/AN/AN/A12/31/20251,3436393167N/A9/30/20251,25957N/AN/AN/A6/30/20251,2315840105N/A3/31/20251,19261N/AN/AN/A12/31/20241,2106381136N/A9/30/20241,14852N/AN/AN/A6/30/20241,175532791N/A3/31/20241,22743N/AN/AN/A12/31/20231,2143870137N/A9/30/20231,21646N/AN/AN/A6/30/20231,17050106156N/A3/31/20231,08042N/AN/AN/A12/31/20221,046412772N/A9/30/20221,00128-2715N/A6/30/202295721445N/A3/31/202295821N/AN/AN/A12/31/2021943233081N/A9/30/20219503365120N/A6/30/2021939393594N/A3/31/202189429N/AN/AN/A12/31/202087043456N/A9/30/2020872-9-2333N/A6/30/2020873-51-77-22N/A3/31/2020909-46N/AN/AN/A12/31/2019916-69N/A12N/A9/30/2019904-18N/A6N/A6/30/201988413N/A27N/A3/31/201987716N/AN/AN/A12/31/201886520N/A38N/A9/30/201885812N/A29N/A6/30/201888417N/A88N/A3/31/201887226N/AN/AN/A12/31/201791828N/A25N/A9/30/201786332N/A57N/A6/30/201785327N/A44N/A3/31/201796614N/A94N/A12/31/201682319N/A66N/A9/30/201692316N/A93N/A6/30/201680921N/A102N/A3/31/20161,1819N/A70N/A12/31/20159538N/A108N/A9/30/2015976-40N/A46N/A6/30/20151,140-67N/A11N/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: VOSの予測収益成長率 (年間25.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: VOSの収益 ( 25.8% ) はGerman市場 ( 16.8% ) 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: VOS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: VOSの収益 ( 7.4% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: VOSの収益 ( 7.4% ) 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: VOS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 ( 11 %)。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2026/06/28 04:35終値2026/06/26 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Vossloh AG 7 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。25 アナリスト機関Volker BosseBaader Helvea Equity ResearchMichael RoostBaader Helvea Equity ResearchSebastian KuenneBerenberg22 その他のアナリストを表示
Major Estimate Revision • Mar 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €3.60 to €3.20 per share. Revenue forecast steady at €1.62b. Net income forecast to shrink 1.3% next year vs 26% growth forecast for Machinery industry in Germany . Consensus price target broadly unchanged at €85.50. Share price fell 4.6% to €67.10 over the past week.
分析記事 • Mar 26Here's What Analysts Are Forecasting For Vossloh AG (ETR:VOS) After Its Yearly ResultsVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...
Price Target Changed • Jan 12Price target increased by 7.7% to €90.83Up from €84.31, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €81.20. Stock is up 100% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €3.56 last year.
分析記事 • Jul 27Analysts Are Updating Their Vossloh AG (ETR:VOS) Estimates After Its Second-Quarter ResultsLast week saw the newest quarterly earnings release from Vossloh AG ( ETR:VOS ), an important milestone in the...
Price Target Changed • Jul 25Price target increased by 9.6% to €87.79Up from €80.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €87.60. Stock is up 73% over the past year. The company is forecast to post earnings per share of €3.69 for next year compared to €3.56 last year.
Price Target Changed • Jul 08Price target increased by 11% to €80.07Up from €72.25, the current price target is an average from 7 analysts. New target price is 7.2% below last closing price of €86.30. Stock is up 87% over the past year. The company is forecast to post earnings per share of €3.74 for next year compared to €3.56 last year.
New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.3% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.3% net profit margin).
お知らせ • May 15Vossloh AG (XTRA:VOS) reached an agreement to acquire Cordel Group Plc (AIM:CRDL) for £26.9 million.Vossloh AG (XTRA:VOS) reached an agreement to acquire Cordel Group Plc (AIM:CRDL) for £26.9 million on May 13, 2026. A cash consideration valued at £0.124 per share will be paid by Vossloh AG. As part of consideration, £26.9 million is paid towards common equity of Cordel Group Plc. The cash consideration payable by Vossloh under the terms of the acquisition will be funded from existing cash resources. The transaction is subject to subject to court approval, approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and third party approval needed. The Cordel directors intend unanimously to recommend that Cordel shareholders vote in favour of the scheme at the court meeting and the resolutions to be proposed at the general Meeting. The expected completion of the transaction is July 1, 2026 to September 30, 2026. James Dance and Richard Johnson of Strand Hanson Limited acted as financial advisor for Cordel Group Plc. Sam Cann and Lara Ashmore of Peel Hunt LLP acted as financial advisor for Vossloh AG. Freshfields LLP acted as legal advisor for Vossloh AG. Bird & Bird LLP acted as legal advisor for Cordel Group Plc. Lazard & Co. GmbH acted as financial advisor to Vossloh AG.
Upcoming Dividend • Apr 30Upcoming dividend of €1.15 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 11 May 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.0%).
New Risk • Apr 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (58% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.4% net profit margin).
Major Estimate Revision • Mar 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €3.60 to €3.20 per share. Revenue forecast steady at €1.62b. Net income forecast to shrink 1.3% next year vs 26% growth forecast for Machinery industry in Germany . Consensus price target broadly unchanged at €85.50. Share price fell 4.6% to €67.10 over the past week.
Declared Dividend • Mar 27Dividend increased to €1.15Dividend of €1.15 is 4.5% higher than last year. Ex-date: 7th May 2026 Payment date: 11th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 26Here's What Analysts Are Forecasting For Vossloh AG (ETR:VOS) After Its Yearly ResultsVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...
お知らせ • Mar 26Vossloh AG, Annual General Meeting, May 06, 2026Vossloh AG, Annual General Meeting, May 06, 2026, at 10:00 W. Europe Standard Time.
New Risk • Mar 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €3.24. Revenue: €1.34b (up 11% from FY 2024). Net income: €68.7m (up 8.7% from FY 2024). Profit margin: 5.1% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €68.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Machinery industry in Germany. Total returns to shareholders of 88% over the past three years.
Price Target Changed • Jan 12Price target increased by 7.7% to €90.83Up from €84.31, the current price target is an average from 6 analysts. New target price is 12% above last closing price of €81.20. Stock is up 100% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €3.56 last year.
分析記事 • Jan 03Why Vossloh AG (ETR:VOS) Could Be Worth WatchingWhile Vossloh AG ( ETR:VOS ) might not have the largest market cap around , it saw a decent share price growth of 16...
分析記事 • Dec 06Does Vossloh (ETR:VOS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Nov 26Vossloh AG to Report Q1, 2026 Results on Apr 23, 2026Vossloh AG announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Nov 20Vossloh AG to Report Fiscal Year 2025 Results on Mar 19, 2026Vossloh AG announced that they will report fiscal year 2025 results on Mar 19, 2026
お知らせ • Nov 19+ 1 more updateVossloh AG to Report First Half, 2026 Results on Jul 23, 2026Vossloh AG announced that they will report first half, 2026 results on Jul 23, 2026
Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €78.60. The fair value is estimated to be €98.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 63% in the next 2 years.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.65 (vs €0.78 in 3Q 2024)Third quarter 2025 results: EPS: €0.65 (down from €0.78 in 3Q 2024). Revenue: €325.9m (up 9.1% from 3Q 2024). Net income: €16.6m (down 5.1% from 3Q 2024). Profit margin: 5.1% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 15Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to €78.20. The fair value is estimated to be €100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
分析記事 • Sep 27Vossloh AG's (ETR:VOS) Shareholders Might Be Looking For ExitWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
分析記事 • Sep 11Is Now The Time To Look At Buying Vossloh AG (ETR:VOS)?Vossloh AG ( ETR:VOS ), is not the largest company out there, but it saw a decent share price growth of 20% on the XTRA...
分析記事 • Jul 27Analysts Are Updating Their Vossloh AG (ETR:VOS) Estimates After Its Second-Quarter ResultsLast week saw the newest quarterly earnings release from Vossloh AG ( ETR:VOS ), an important milestone in the...
Price Target Changed • Jul 25Price target increased by 9.6% to €87.79Up from €80.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €87.60. Stock is up 73% over the past year. The company is forecast to post earnings per share of €3.69 for next year compared to €3.56 last year.
Buy Or Sell Opportunity • Jul 25Now 21% undervaluedOver the last 90 days, the stock has risen 29% to €87.60. The fair value is estimated to be €111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Price Target Changed • Jul 08Price target increased by 11% to €80.07Up from €72.25, the current price target is an average from 7 analysts. New target price is 7.2% below last closing price of €86.30. Stock is up 87% over the past year. The company is forecast to post earnings per share of €3.74 for next year compared to €3.56 last year.
Price Target Changed • Jun 20Price target increased by 8.8% to €76.42Up from €70.25, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €73.50. Stock is up 56% over the past year. The company is forecast to post earnings per share of €3.76 for next year compared to €3.56 last year.
分析記事 • Jun 17Weekly Picks: 💊 VLS' Solvable Headwinds, VOS' Multi-Year Growth, and ISRG's Valuation ConcernsWhy Vita Life Science’s is a solid business with solvable headwinds, how 2 massive tailwinds will drive multi-year growth for Vossloh, and why Intuitive Surgical’s strengths don’t outweigh the valuation risks.
分析記事 • May 21Is Vossloh (ETR:VOS) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • May 01We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Vossloh AG's (ETR:VOS) CEO For NowKey Insights Vossloh will host its Annual General Meeting on 7th of May CEO Oliver Schuster's total compensation...
Upcoming Dividend • May 01Upcoming dividend of €1.10 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 12 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.6%).
新しいナラティブ • Apr 30Vossloh rides a €500 billion wave to boost growth and earnings in the next decade€500 billion Infrastructure Sondervermögen Germany’s new special-infrastructure fund of €500 billion over 12 years relaxes the debt brake and channels roughly €20.8 billion per year into roads, rail,
分析記事 • Apr 28Vossloh AG (ETR:VOS) Analysts Are Pretty Bullish On The Stock After Recent ResultsThe first-quarter results for Vossloh AG ( ETR:VOS ) were released last week, making it a good time to revisit its...
分析記事 • Apr 15Is Now The Time To Look At Buying Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 • Apr 02Vossloh's (ETR:VOS) Solid Earnings May Rest On Weak FoundationsVossloh AG's ( ETR:VOS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...
Major Estimate Revision • Apr 01Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from €1.28b to €1.39b. EPS estimate increased from €3.35 to €3.85 per share. Net income forecast to grow 14% next year vs 12% growth forecast for Machinery industry in Germany. Consensus price target up from €56.60 to €62.85. Share price rose 3.2% to €64.70 over the past week.
Price Target Changed • Mar 31Price target increased by 9.1% to €61.73Up from €56.60, the current price target is an average from 8 analysts. New target price is 5.6% below last closing price of €65.40. Stock is up 43% over the past year. The company is forecast to post earnings per share of €3.75 for next year compared to €3.56 last year.
Declared Dividend • Mar 30Dividend increased to €1.10Dividend of €1.10 is 4.8% higher than last year. Ex-date: 8th May 2025 Payment date: 12th May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €3.56 (up from €2.15 in FY 2023). Revenue: €1.21b (flat on FY 2023). Net income: €69.2m (up 84% from FY 2023). Profit margin: 5.7% (up from 3.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 28+ 1 more updateVossloh AG, Annual General Meeting, May 07, 2025Vossloh AG, Annual General Meeting, May 07, 2025, at 10:00 W. Europe Standard Time.
分析記事 • Mar 15Vossloh AG's (ETR:VOS) 33% Share Price Surge Not Quite Adding UpVossloh AG ( ETR:VOS ) shares have continued their recent momentum with a 33% gain in the last month alone. Looking...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €57.40, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Machinery industry in Germany. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.70 per share.
お知らせ • Dec 18+ 3 more updatesVossloh AG to Report Q1, 2025 Results on Apr 24, 2025Vossloh AG announced that they will report Q1, 2025 results on Apr 24, 2025
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (10.0% increase in shares outstanding).
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: €0.78 (vs €0.53 in 3Q 2023)Third quarter 2024 results: EPS: €0.78 (up from €0.53 in 3Q 2023). Revenue: €298.7m (down 8.2% from 3Q 2023). Net income: €17.5m (up 90% from 3Q 2023). Profit margin: 5.9% (up from 2.8% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Nov 02Some Confidence Is Lacking In Vossloh AG's (ETR:VOS) P/EIt's not a stretch to say that Vossloh AG's ( ETR:VOS ) price-to-earnings (or "P/E") ratio of 14.2x right now seems...
分析記事 • Sep 09Is Vossloh (ETR:VOS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €1.57 (vs €1.02 in 2Q 2023)Second quarter 2024 results: EPS: €1.57 (up from €1.02 in 2Q 2023). Revenue: €292.0m (down 15% from 2Q 2023). Net income: €29.0m (up 62% from 2Q 2023). Profit margin: 9.9% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 20Vossloh AG (XTRA:VOS) acquired France Aiguillages Services.Vossloh AG (XTRA:VOS) acquired France Aiguillages Services on July 19, 2024. The transaction also includes the licensed training center LUNEFCF, where employees of the French national network operator are trained and further educated for maintenance work on SNCF railroad infrastructure facilities in addition to the FAS employees. The employees of FAS will join the Vossloh family. Vossloh AG (XTRA:VOS) completed the acquisition of France Aiguillages Services on July 19, 2024.
分析記事 • Jun 05Vossloh AG (ETR:VOS) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
お知らせ • May 22Vossloh AG (XTRA:VOS) signed an agreement to acquire Scandinavian Track Group AB.Vossloh AG (XTRA:VOS) signed an agreement to acquire Scandinavian Track Group AB on May 21, 2024. As of 2023, Scandinavian Track Group reported a sales revenue of €22.3 million. The transaction is subject to the approval of Swedish Competition Authority and the Swedish Ministry of Economic Affairs and is expected to be completed in mid-2024.
Upcoming Dividend • May 10Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).
分析記事 • May 09Shareholders Will Probably Not Have Any Issues With Vossloh AG's (ETR:VOS) CEO CompensationKey Insights Vossloh to hold its Annual General Meeting on 15th of May Total pay for CEO Oliver Schuster includes...
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.39 (vs €0.07 in 1Q 2023)First quarter 2024 results: EPS: €0.39 (up from €0.07 in 1Q 2023). Revenue: €268.8m (up 4.9% from 1Q 2023). Net income: €8.40m (up €7.10m from 1Q 2023). Profit margin: 3.1% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: €2.16 (vs €2.32 in FY 2022)Full year 2023 results: EPS: €2.16. Revenue: €1.21b (up 16% from FY 2022). Net income: €43.7m (up 7.4% from FY 2022). Profit margin: 3.6% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany.
お知らせ • Mar 21+ 1 more updateVossloh AG to Report Q1, 2024 Results on Apr 25, 2024Vossloh AG announced that they will report Q1, 2024 results on Apr 25, 2024
お知らせ • Jan 12+ 2 more updatesVossloh AG to Report Fiscal Year 2023 Results on Mar 21, 2024Vossloh AG announced that they will report fiscal year 2023 results on Mar 21, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.54 (vs €1.00 in 3Q 2022)Third quarter 2023 results: EPS: €0.54 (down from €1.00 in 3Q 2022). Revenue: €325.3m (up 16% from 3Q 2022). Net income: €13.7m (down 21% from 3Q 2022). Profit margin: 4.2% (down from 6.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 10Vossloh Introduces Platform Vossloh Connect with Innovative Digital Solutions Transforming the Railway IndustryVossloh is living up to its role as a pioneer in the rail infrastructure business once again by introducing the cloud-based platform ‘Vossloh connect’, whose applications will drive the digitalization and the transformation of the rail industry. The platform offers an array of cutting-edge solutions designed to optimize rail infrastructure management and maintenance as well as contributing to increased safety, reduced costs and improved overall performance. Vossloh has created a one-stop-shop-platform for railway customers across the rail network. It offers a comprehensive suite of digital solutions, seamlessly integrated into one single, user-friendly system. It comfortably provides a holistic view on rail infrastructure and operations. The platform offers customers not only access to Vossloh’s self-developed solutions for various areas of rail infrastructure but is also open to selected third-party partners offering complementary products and solutions. The tools enable real-time monitoring capabilities providing instant insights into rail network performance and asset health as well as relevant information for predictive maintenance. Furthermore, the platform comprises advanced analytics and alert systems in order to significantly reduce the risk of accidents and disruptions. This not only crucial for the paramount of the railway industry – safety – but also helps to reduce costs for emergency repairs and extends the lifespan of the rail assets and therefore contributes to sustainability. Last but not least to mention is the range of sophisticated predictive maintenance algorithms, forming the core of ‘Vossloh connect’. They enable rail operators to schedule maintenance tasks more efficiently while reducing downtime and costs whereas the central customer request – the availability of the track – can be increased by these means. Customers have access to their condition data via ‘Vossloh connect’. The visualization in the Vossloh applications makes this data intuitively usable and translates it into recommendations for tailormade action. Certain Vossloh inhouse developed solutions offered on the new platform are focusing on switches as one of the technically most complex and fault-prone elements of the rail track. ‘Smart Turnout’ e.g. provides advanced monitoring of switches including information on vertical displacement, train speed and train recognition. ‘Smart Point Machine’ enables quick asset assessments and adjustable alarms and can be adapted to any specific customer needs. Advanced monitoring prevents failures of point machines and specific algorithms aim at failure prognosis and forecasting. With a set of laser-equipped sensors the solution ‘SMV’ measures displacement and vibration to provide insights on tamping needs of the ballast bed in the switch area, but also to assess maintenance effectiveness. The concept of ‘mapl-e’ offers a seamless solution combining measurement, analysis, and maintenance, in order to reduce and control costs through combined grinding-activities and train-based measurement. It allows for continuous data collection even during high-traffic periods, providing rapid access to valuable information and increasing operations efficiency. Besides, Vossloh’s ‘Datalab’ can be considered a real Jack-of-all-trades in statistics offering rail-infrastructure data visualization for insights, statistical KPIs and alarms for monitoring, topped with a flexible dashboard for asset oversight. In addition, the platform serves as a marketplace for selected third-party providers or partners and their solutions. Among them are the Swedish company ‘Strainlabs’ for example, which brings expertise in connected bolts to the platform. Strainlabs’ sensor-equipped bolts allow the platform-user to gather real-time data on the stress and strain, enabling proactive maintenance and enhancing the overall safety and reliability of rail systems. Another esteemed partner of ‘Vossloh connect’ is ‘Cervello’. Headquartered in Israel and deployed worldwide, the company specializes in cybersecurity solutions tailored for the railway industry. With the rise of digitalization, ensuring the security of rail networks is of growing importance. Cervello’s expertise in protecting rail critical infrastructure against cyber threats adds a layer of security that is essential in today’s interconnected world. German Railwatch is another example for joint forces with ‘Vossloh connect’. Their innovative system for monitoring wagon and train conditions enables rail operators to gain comprehensive insights into the health and performance of their rolling stock. Applications are covering a range of solutions including i.a. wheel and brake condition, weight and train- resp. wagon-identification Considering that the rail-wheel contact is of utmost relevance for any preventive maintenance model on rail infrastructure, these insights perfectly complete Vossloh’s wholistic understanding of the rail track as a system. Since recently the comprehensive technology and most employees of former Railwatch have been integrated into Vossloh Group.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.03 (vs €0.54 in 2Q 2022)Second quarter 2023 results: EPS: €1.03 (up from €0.54 in 2Q 2022). Revenue: €344.2m (up 35% from 2Q 2022). Net income: €19.4m (up 102% from 2Q 2022). Profit margin: 5.6% (up from 3.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 16Vossloh AG Raises Earnings Guidance for the Full Year 2023Vossloh AG raised earnings guidance for the full year 2023. For the period, the company Sales expectation raised from EUR 1.05 billion to EUR 1.15 billion to between EUR 1.125 billion and EUR 1.2 billion . EBIT forecast raised from EUR 79 million to EUR 88 million to between EUR 87 million and EUR 94 million.
Upcoming Dividend • May 18Upcoming dividend of €1.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
分析記事 • Apr 05When Should You Buy Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Reported Earnings • Mar 18Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €2.32 (up from €1.33 in FY 2021). Revenue: €1.05b (up 11% from FY 2021). Net income: €40.7m (up 74% from FY 2021). Profit margin: 3.9% (up from 2.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 11Vossloh AG's (ETR:VOS) Intrinsic Value Is Potentially 18% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Vossloh AG ( ETR:VOS...
お知らせ • Oct 29+ 1 more updateVossloh AG to Report Q2, 2023 Results on Aug 03, 2023Vossloh AG announced that they will report Q2, 2023 results on Aug 03, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.85 (vs €0.59 in 3Q 2021)Third quarter 2022 results: EPS: €0.85 (up from €0.59 in 3Q 2021). Revenue: €279.8m (up 19% from 3Q 2021). Net income: €21.9m (up 111% from 3Q 2021). Profit margin: 7.8% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Oct 19Is Now An Opportune Moment To Examine Vossloh AG (ETR:VOS)?While Vossloh AG ( ETR:VOS ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Reported Earnings • Aug 04Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: €254.2m (flat on 2Q 2021). Net income: €11.1m (up 12% from 2Q 2021). Profit margin: 4.4% (up from 3.9% in 2Q 2021). Revenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.8% growth forecast for the industry in Germany.
Price Target Changed • Jul 19Price target decreased to €46.07Down from €50.00, the current price target is an average from 7 analysts. New target price is 32% above last closing price of €34.80. Stock is down 15% over the past year. The company is forecast to post earnings per share of €1.96 for next year compared to €1.33 last year.
Upcoming Dividend • May 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (2.6%).
Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.02 (down from €0.16 in 1Q 2021). Revenue: €222.2m (up 7.3% from 1Q 2021). Net income: €400.0k (down 86% from 1Q 2021). Profit margin: 0.2% (down from 1.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) missed analyst estimates by 78%. Over the next year, revenue is forecast to grow 3.5%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 30Price target decreased to €51.17Down from €55.58, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €36.45. Stock is down 18% over the past year. The company is forecast to post earnings per share of €2.25 for next year compared to €1.33 last year.
分析記事 • Mar 21Vossloh AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowVossloh AG ( ETR:VOS ) last week reported its latest yearly results, which makes it a good time for investors to dive...
分析記事 • Feb 22Returns At Vossloh (ETR:VOS) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €0.54 (vs €0.92 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €235.8m (up 5.0% from 3Q 2020). Net income: €14.0m (down 14% from 3Q 2020). Profit margin: 5.9% (down from 7.2% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 10Vossloh (ETR:VOS) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 11We Like These Underlying Return On Capital Trends At Vossloh (ETR:VOS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.57 (vs €0.029 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €255.5m (up 22% from 2Q 2020). Net income: €9.90m (up €9.40m from 2Q 2020). Profit margin: 3.9% (up from 0.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Jul 27A Look At The Intrinsic Value Of Vossloh AG (ETR:VOS)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vossloh AG ( ETR:VOS...
Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).
分析記事 • May 12Vossloh (ETR:VOS) Hasn't Managed To Accelerate Its ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.16 (vs €0.95 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: €207.1m (up 13% from 1Q 2020). Net income: €3.40m (down 80% from 1Q 2020). Profit margin: 1.6% (down from 9.3% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Price Target Changed • Apr 24Price target increased to €50.33Up from €45.00, the current price target is an average from 3 analysts. New target price is 16% above last closing price of €43.45. Stock is up 32% over the past year.
分析記事 • Mar 24Vossloh (ETR:VOS) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Vossloh AG ( ETR:VOS ) were solid, but the stock didn't move as much as we expected...
Reported Earnings • Mar 19Full year 2020 earnings released: EPS €2.47 (vs €4.13 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €869.7m (down 5.1% from FY 2019). Net income: €43.4m (up €112.7m from FY 2019). Profit margin: 5.0% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Mar 17We Think Vossloh (ETR:VOS) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 19Is Vossloh AG (ETR:VOS) An Attractive Dividend Stock?Today we'll take a closer look at Vossloh AG ( ETR:VOS ) from a dividend investor's perspective. Owning a strong...
Is New 90 Day High Low • Feb 12New 90-day high: €45.50The company is up 24% from its price of €36.60 on 13 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 Machinery 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 €23.77 per share.