Avon Technologies（1OK）株式概要エイボン・テクノロジーズ社（Avon Technologies Plc）は、その子会社とともに、欧州と米国の軍用およびファーストレスポンダー市場向けに呼吸器および頭部保護製品を提供している。 詳細1OK ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績5/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より20.2%で取引されている 収益は年間26.4%増加すると予測されています 過去1年間で収益は180%増加しました アナリストらは、株価が25%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、1OK 、リスクは検出されなかった。すべてのリスクチェックを見る1OK Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€19.200.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-36m455m2016201920222025202620282031Revenue US$455.3mEarnings US$25.4mAdvancedSet Fair ValueView all narrativesAvon Technologies Plc 競合他社FrequentisSymbol: XTRA:FQTMarket cap: €1.0bGabler GroupSymbol: DB:XK4Market cap: €292.8mVincorionSymbol: XTRA:V1NCMarket cap: €950.0mScandinavian Astor GroupSymbol: DB:Y73Market cap: €107.6m価格と性能株価の高値、安値、推移の概要Avon Technologies過去の株価現在の株価UK£19.2052週高値UK£25.6052週安値UK£16.80ベータ0.221ヶ月の変化3.78%3ヶ月変化-2.04%1年変化-3.03%3年間の変化94.92%5年間の変化-43.86%IPOからの変化-41.46%最新ニュースDeclared Dividend • May 20First half dividend of US$0.081 announcedShareholders will receive a dividend of US$0.081. Ex-date: 6th August 2026 Payment date: 4th September 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 14Avon Technologies plc Proposes Interim Dividend, to Be Paid on 4 September 2026Avon Technologies Plc proposed an interim dividend of 8.1 cents per share (HY25: 7.6 cents). This interim dividend will be paid on 4 September 2026 to shareholders on the register at 7 August 2026.お知らせ • Feb 07Avon Technologies plc Announces Final Dividend , Payable on March 6, 2026On 12 November 2025, Avon Technologies Plc announced its intention to declare a final dividend of 17.0 US cents per share (“Final Dividend”). The Final Dividend will be paid to eligible shareholders in GBP Sterling, based on an exchange rate of GBP/USD 1.3575, resulting in a dividend payment of 12.52 pence per share. The Final Dividend will be paid on 6 March 2026 to shareholders whose names appear on the register of members as at the close of business on 6 February 2026.お知らせ • Dec 06Avon Technologies Plc, Annual General Meeting, Jan 30, 2026Avon Technologies Plc, Annual General Meeting, Jan 30, 2026. Location: hampton park west, semington road, wiltshire sn12 6nb, melksham United Kingdomお知らせ • May 22Avon Technologies plc Proposes Interim Dividend, to Be Paid on 5 September 2025Avon Technologies Plc proposed an interim dividend of 7.6 cents per share (HY24: 7.2 cents). This interim dividend will be paid on 5 September 2025 to shareholders on the register at 8 August 2025. The interim dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.お知らせ • Mar 26+ 1 more updateAvon Technologies plc Updates Earnings Guidance for the Full Year of 2025Avon Technologies Plc updated earnings guidance for the full year of 2025. For the period, the company updates revenue growth in excess of 10% (previous guidance: mid-single digit). All other fiscal year 2025 guidance remains unchanged. Overall, additional demand will result in FY2025 revenue growth being higher than previously expected. In Avon Protection, revenue growth, mix and continuous improvement are all supporting strong operating profit margins. In Team Wendy, as expected, the costs associated with ramping up production and closing Californian factory will impact H1 but the company remain confident that Team Wendy will exit FY2025 with stronger profit margins into FY2026. Overall, the company expects better than originally guided operating profit margins in the current year.最新情報をもっと見るRecent updatesDeclared Dividend • May 20First half dividend of US$0.081 announcedShareholders will receive a dividend of US$0.081. Ex-date: 6th August 2026 Payment date: 4th September 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 14Avon Technologies plc Proposes Interim Dividend, to Be Paid on 4 September 2026Avon Technologies Plc proposed an interim dividend of 8.1 cents per share (HY25: 7.6 cents). This interim dividend will be paid on 4 September 2026 to shareholders on the register at 7 August 2026.お知らせ • Feb 07Avon Technologies plc Announces Final Dividend , Payable on March 6, 2026On 12 November 2025, Avon Technologies Plc announced its intention to declare a final dividend of 17.0 US cents per share (“Final Dividend”). The Final Dividend will be paid to eligible shareholders in GBP Sterling, based on an exchange rate of GBP/USD 1.3575, resulting in a dividend payment of 12.52 pence per share. The Final Dividend will be paid on 6 March 2026 to shareholders whose names appear on the register of members as at the close of business on 6 February 2026.お知らせ • Dec 06Avon Technologies Plc, Annual General Meeting, Jan 30, 2026Avon Technologies Plc, Annual General Meeting, Jan 30, 2026. Location: hampton park west, semington road, wiltshire sn12 6nb, melksham United Kingdomお知らせ • May 22Avon Technologies plc Proposes Interim Dividend, to Be Paid on 5 September 2025Avon Technologies Plc proposed an interim dividend of 7.6 cents per share (HY24: 7.2 cents). This interim dividend will be paid on 5 September 2025 to shareholders on the register at 8 August 2025. The interim dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.お知らせ • Mar 26+ 1 more updateAvon Technologies plc Updates Earnings Guidance for the Full Year of 2025Avon Technologies Plc updated earnings guidance for the full year of 2025. For the period, the company updates revenue growth in excess of 10% (previous guidance: mid-single digit). All other fiscal year 2025 guidance remains unchanged. Overall, additional demand will result in FY2025 revenue growth being higher than previously expected. In Avon Protection, revenue growth, mix and continuous improvement are all supporting strong operating profit margins. In Team Wendy, as expected, the costs associated with ramping up production and closing Californian factory will impact H1 but the company remain confident that Team Wendy will exit FY2025 with stronger profit margins into FY2026. Overall, the company expects better than originally guided operating profit margins in the current year.お知らせ • Dec 11Avon Technologies Plc, Annual General Meeting, Jan 31, 2025Avon Technologies Plc, Annual General Meeting, Jan 31, 2025. Location: our hampton park west facility, semington road, wiltshire, sn12 6nb, melksham United Kingdomお知らせ • Nov 19Avon Technologies plc Proposes Final Dividend for the Year Ended 30 September 2024, Payable on 7 March 2025The board of Avon Technologies Plc has proposed a final dividend of 16.1 cents per share for the year ended 30 September 2024 (2023: 15.3 cents). The final dividend will be paid in pounds sterling on 7 March 2025 to shareholders on the register at 7 February 2025.お知らせ • Oct 22Avon Technologies Plc to Report Fiscal Year 2024 Results on Nov 19, 2024Avon Technologies Plc announced that they will report fiscal year 2024 results on Nov 19, 2024Upcoming Dividend • Aug 01Upcoming dividend of US$0.072 per shareEligible shareholders must have bought the stock before 08 August 2024. Payment date: 06 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).お知らせ • Jul 28Avon Protection plc Revises Earnings Guidance for the Fiscal Year 2024Avon Protection plc revised earnings guidance for the Fiscal Year 2024. In addition, overall trading has continued to be strong into the second half of FY24 with good momentum reflected across a number of strategic and financial KPIs. The benefits of focus on efficiency, and good operational execution are contributing to faster than expected progress in both Strategic Business Units. As a result, the Group is issuing the following update to Fiscal Year 2024 guidance: Revenue growth of around 11% (from c.10% previously).Buy Or Sell Opportunity • Jul 02Now 36% undervaluedOver the last 90 days, the stock has risen 9.9% to €13.30. The fair value is estimated to be €20.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 21Now 26% undervaluedOver the last 90 days, the stock has risen 12% to €13.30. The fair value is estimated to be €18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.2% average weekly change).Declared Dividend • May 23First half dividend of US$0.072 announcedShareholders will receive a dividend of US$0.072. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Mar 14Avon Protection plc Announces Board ChangesAvon Protection plc announced the appointment of Maggie Brereton as an independent Non-Executive Director with effect from 1 April 2024. Maggie is Co-founder and CEO of EOS, a specialist provider of deal advisory services. Prior to founding EOS, she was Head of UK Transaction Services at KPMG where she also served as a Board member, chairing the Audit Committee and sitting on the Risk and Remuneration Committees. Maggie brings over 20 years' experience of working on complex transactions and business transformation programmes for both private equity and corporate clients. She also brings significant experience in the industrial sector including aerospace and defence. Maggie will also become a member of the Audit, Remuneration and Nomination Committees from 1 April 2024. Chloe Ponsonby will now stand down from the Board on 31 March 2024. Victor Chavez will replace Chloe as Chair of the Remuneration Committee and Bindi Foyle will replace Chloe as Senior Independent Director alongside her role as Audit Committee Chair.お知らせ • Feb 21Avon Protection plc Announces Final Dividend, Payable on 8 March 2024Avon Protection plc announced final dividend 15.3 US cents per share The Final Dividend will be paid on 8 March 2024 to shareholders on the register at close of business on 9 February 2024.Upcoming Dividend • Feb 01Upcoming dividend of US$0.15 per share at 2.5% yieldEligible shareholders must have bought the stock before 08 February 2024. Payment date: 08 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.4%).お知らせ • Jan 26Avon Protection plc to Report First Half, 2024 Results on May 21, 2024Avon Protection plc announced that they will report first half, 2024 results on May 21, 2024Recent Insider Transactions • Nov 24CEO & Director recently bought €151k worth of stockOn the 22nd of November, Mark Sclater bought around 18k shares on-market at roughly €8.54 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €245k. Mark has been a buyer over the last 12 months, purchasing a net total of €396k worth in shares.New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.2% 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 (7.2% 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. Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).お知らせ • Nov 21+ 1 more updateAvon Protection plc Proposes Final Dividend, Payable on 8 March 2024The Board of Avon Protection plc has proposed a final dividend of 15.3 cents per share (2022: 30.6 cents). The final dividend will be paid in pounds sterling on 8 March 2024 to shareholders on the register at 9 February 2023. The final dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.お知らせ • Nov 14Avon Protection plc, Annual General Meeting, Jan 26, 2024Avon Protection plc, Annual General Meeting, Jan 26, 2024.Buying Opportunity • Nov 08Now 22% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €12.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 3.5% in 2 years. Earnings is forecast to grow by 1,154% in the next 2 years.New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Cash payout ratio: 135% Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results.Recent Insider Transactions • Oct 19Independent Chairman recently bought €83k worth of stockOn the 16th of October, Bruce Thompson bought around 10k shares on-market at roughly €8.33 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bruce has been a buyer over the last 12 months, purchasing a net total of €180k worth in shares.お知らせ • Aug 22Avon Protection plc Announces Interim Dividend, Payable on 8 September 2023Avon Protection plc announced its intention to pay an interim dividend of 14.3 US cents per share. The Interim Dividend will be paid on 8 September 2023 to shareholders on the register at close of business on 11 August 2023.Upcoming Dividend • Aug 04Upcoming dividend of US$0.14 per share at 4.2% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.5%).Recent Insider Transactions • May 29Independent Chairman recently bought €96k worth of stockOn the 25th of May, Bruce Thompson bought around 10k shares on-market at roughly €9.63 per share. This transaction amounted to 48% 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 Bruce's only on-market trade for the last 12 months.Reported Earnings • May 24First half 2023 earnings released: US$0.14 loss per share (vs US$0.35 loss in 1H 2022)First half 2023 results: US$0.14 loss per share (improved from US$0.35 loss in 1H 2022). Revenue: US$116.2m (down 4.7% from 1H 2022). Net loss: US$4.20m (loss narrowed 61% from 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.お知らせ • May 23+ 1 more updateAvon Protection plc Provides Revenue Guidance for the Year 2023Avon Protection plc announced that full year Group revenue excluding armour now expected to be c9% lower than the prior year, reflecting the Respiratory demand backdrop and some ongoing risk to shipment timings in H2.Upcoming Dividend • Feb 02Upcoming dividend of US$0.31 per share at 3.6% yieldEligible shareholders must have bought the stock before 09 February 2023. Payment date: 10 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).Board Change • Feb 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 27Avon Protection plc to Report First Half, 2023 Results on May 23, 2023Avon Protection plc announced that they will report first half, 2023 results on May 23, 2023お知らせ • Dec 06CoorsTek, Inc. signed an agreement to acquire KY facility Assets of Avon Protection plc in Lexington from Avon Protection plc.CoorsTek, Inc. signed an agreement to acquire KY facility Assets of Avon Protection plc in Lexington from Avon Protection plc (LSE:AVON) on December 5, 2022. The transaction is expected to close in second half of 2023.お知らせ • Nov 29Avon Protection plc, Annual General Meeting, Jan 27, 2023Avon Protection plc, Annual General Meeting, Jan 27, 2023.Reported Earnings • Nov 23Full year 2022 earnings released: US$0.18 loss per share (vs US$0.80 loss in FY 2021)Full year 2022 results: US$0.18 loss per share (improved from US$0.80 loss in FY 2021). Revenue: US$271.9m (up 9.5% from FY 2021). Net loss: US$5.60m (loss narrowed 77% from FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in Germany.お知らせ • Nov 22Avon Protection plc Recommends Final Dividend, Payable on 10 March 2023The Board of Avon Protection plc is recommending a final dividend of 30.6 cents per share (2021: 30.6 cents) which together with the 14.3 cents per share interim dividend, gives a total dividend of 44.9 cents (2021: 44.9 cents), consistent with last year. The final dividend will be paid in pounds sterling on 10 March 2023 to shareholders on the register at 10 February 2023 with an ex-dividend date of 9 February 2023.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 17Avon Protection plc Announces Appointment of Jos Sclater as Chief Executive Officer, Effective January 16, 2023Avon Protection plc announced the appointment of Jos Sclater as Chief Executive Officer, with effect from 16 January 2023. Jos joins Avon Protection having spent the last 3 years as Group Chief Financial Officer at Ultra Electronics plc. In this role, Jos led a broad-based transformation programme focused on improving growth and efficiency. He also had Group-wide responsibility for the Finance, Treasury, IT, Procurement, Transformation, Continuous Improvement and Risk functions as well as direct oversight of Ultra's Forensic Technology and Energy businesses. Prior to this Jos was Group CFO at Castrol Lubricants and, before that, spent 7 years at GKN plc, including as Group CFO and Director of Corporate Finance & Strategy. Jos started his career as a qualified solicitor and held in-house legal and M&A roles at ICI plc, AkzoNobel N.V. and GKN plc. The appointment follows an in-depth search process led by Executive Chair, Bruce Thompson, with the support of the Nominations Committee. Bruce will continue in the role of Executive Chair until Jos starts in January, before reverting to his previous role as Non-Executive Chair.Board Change • Oct 07High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 01+ 1 more updatePaul McDonald to step down as CEO of Avon Protection plcAvon Protection plc announced that as set out in the announcement on 24 May 2022, Paul McDonald steps down from his role as Chief Executive Officer (CEO). The Board is well advanced in the recruitment process for his successor, led by the Nomination Committee with the support of external consultants. In order to ensure executive continuity whilst this selection process is concluded, Bruce Thompson, currently Non-Executive Chair, will become Executive Chair, with effect from 1 October until a new CEO is in place. As a result of this change, Bruce will step down from his role on the Remuneration Committee during this period. Bruce joined Avon Protection as Non-Executive Chair Designate in March 2020, having previously been Chief Executive Officer of Diploma PLC, the FTSE 250 specialised technical products and services business, for over twenty years. The Board will make a further announcement regarding the appointment of a new CEO in due course.Reported Earnings • May 27First half 2022 earnings released: US$0.35 loss per share (vs US$0.016 profit in 1H 2021)First half 2022 results: US$0.35 loss per share (down from US$0.016 profit in 1H 2021). Revenue: US$121.9m (flat on 1H 2021). Net loss: US$10.7m (down US$11.2m from profit in 1H 2021). Over the next year, revenue is forecast to grow 14%, compared to a 40% growth forecast for the industry in Germany.お知らせ • May 24+ 1 more updateAvon Protection plc Announces Paul McDonald to Step Down as CEOAvon Protection plc announced that After 5 years as CEO and 19 years with the company, Paul McDonald will be stepping down as CEO at the end of this financial year. Beyond this date, he has agreed to make himself available to support the transition to a newCEO.Recent Insider Transactions • Feb 24Independent Chairman recently bought €60k worth of stockOn the 23rd of February, Bruce Thompson bought around 5k shares on-market at roughly €12.09 per share. This was the largest purchase by an insider in the last 3 months. Bruce has been a buyer over the last 12 months, purchasing a net total of €182k worth in shares.Upcoming Dividend • Feb 03Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 10 February 2022. Payment date: 11 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.80 loss per share (down from US$0.068 profit in FY 2020). Revenue: US$248.3m (up 14% from FY 2020). Net loss: US$24.5m (down US$26.6m from profit in FY 2020). Revenue exceeded analyst estimates by 34%. Over the next year, revenue is forecast to grow 23%, compared to a 24% growth forecast for the industry in Germany.Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.80 loss per share (down from US$0.068 profit in FY 2020). Revenue: US$248.3m (up 14% from FY 2020). Net loss: US$24.5m (down US$26.6m from profit in FY 2020). Revenue exceeded analyst estimates by 34%. Over the next year, revenue is forecast to grow 23%, compared to a 24% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €10.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Aerospace & Defense industry in Europe. Total loss to shareholders of 72% over the past year.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorated over the past weekAfter last week's 45% share price decline to €11.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Aerospace & Defense industry in Europe. Total loss to shareholders of 72% over the past year.Upcoming Dividend • Jul 29Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 03 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).Reported Earnings • May 26First half 2021 earnings released: EPS US$0.14 (vs US$0.062 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$122.0m (up 41% from 1H 2020). Net income: US$4.40m (up US$6.30m from 1H 2020). Profit margin: 3.6% (up from net loss in 1H 2020).お知らせ • May 25Avon Rubber p.l.c. Declares Interim Dividend, Payable on September 3, 2021Avon Rubber p.l.c. announced that the board has declared an interim dividend of 14.3 cents per ordinary share, an increase of 30% on the 2020 interim dividend reflecting the company’s continued commitment to its progressive dividend policy. This will be paid on September 3, 2021 to shareholders on the register on August 6, 2021. Following the change in reporting currency, dividends for the 2021 financial year and beyond will be set in U.S. dollars and converted into pounds sterling for payment at the prevailing exchange rate immediately prior to payment.お知らせ • Apr 10Avon Rubber p.l.c. Provides Group Revenue Guidance for the First Half Ended March 31, 2021 and Full Year Ending September 30, 2021Avon Rubber p.l.c. provided group revenue guidance for the first half ended March 31, 2021 and full year ending September 30, 2021. The Group expects to report revenue of $122 million for the first half (H1 2020: $87 million), including a first-time contribution from Team Wendy of $20m during the first five months of ownership. As a result and taking into account the current order book of $155 million and expected order intake in the second half, the Board remains confident of achieving its expectations for the current financial year.Is New 90 Day High Low • Feb 25New 90-day low: €32.20The company is down 33% from its price of €48.25 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 3.0% over the same period.お知らせ • Jan 31Avon Rubber P.L.C. Announces Resignation of Pim Vervaat from the BoardLuceco plc announced that on 29 January 2021 Pim Vervaat, Senior Independent Director of the Company, will resign from the Board of Avon Rubber plc, where he has served as a director since March 2015, in order to focus on his role as Chief Executive at Constantia Flexibles and as Senior Independent Director at Luceco plc.Executive Departure • Jan 30Senior Independent Non-Executive Director has left the companyOn the 29th of January, Pim R. Vervaat's tenure as Senior Independent Non-Executive Director ended after 5.9 years in the role. As of September 2020, Pim R. personally held 7.50k shares (€350k worth at the time). A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Jan 20CFO & Director recently sold €196k worth of stockOn the 13th of January, Nicholas Keveth sold around 5k shares on-market at roughly €39.27 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.Recent Insider Transactions • Dec 24Independent Chairman recently bought €100k worth of stockOn the 21st of December, Bruce Thompson bought around 3k shares on-market at roughly €33.40 per share. This was the largest purchase by an insider in the last 3 months. This was Bruce's only on-market trade for the last 12 months.Analyst Estimate Surprise Post Earnings • Dec 19Revenue misses expectationsRevenue missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 63%, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.Analyst Estimate Surprise Post Earnings • Dec 04Revenue misses expectationsRevenue missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 70%, compared to a 10% growth forecast for the Aerospace & Defense industry in Germany.Is New 90 Day High Low • Nov 28New 90-day high: €48.25The company is up 9.0% from its price of €44.25 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Aerospace & Defense industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.80 per share.お知らせ • Nov 21Avon Rubber Announces Executive ChangesAvon Rubber confirmed that current Chair David Evans will retire from the Board on 2 December 2020 and will be succeeded as Chair by Bruce Thompson. The company also announced that Pim Vervaat will stand down from the Board after the Annual General Meeting on 29 January 2021. Bindi Foyle will replace Pim as Chair of the Audit Committee. Avon also announced the appointment of Victor Chavez CBE as an independent Non-Executive Director with effect from 1 December 2020. Victor has recently retired from a long and successful tenure as CEO of Thales UK, the £1.2bn revenue, 6,500 person business operating across the defence, cyber security, transportation, aerospace and space sectors. ictor will also become a member of the Audit, Remuneration and Nomination Committees from 1 December 2020.お知らせ • Nov 07+ 1 more updateAvon Rubber p.l.c., Annual General Meeting, Jan 29, 2021Avon Rubber p.l.c., Annual General Meeting, Jan 29, 2021.お知らせ • Oct 06+ 1 more updateDeLaval Holding B.V. completed the acquisition of Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON).DeLaval Holding B.V. signed an agreement to acquire Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON) for £180 million on July 2, 2020. The consideration will be payable at completion on a cash and debt free basis and subject to customary adjustments. In the financial year ended September 30, 2019, Avon Polymer Products Limited reported revenue of £50.9 million, adjusted EBITDA of £10.5 million and operating profit of £3.8 million. Avon Polymer Products Limited is led by Craig Sage (Managing Director) and Andrew Porter (Finance Director), who will be transferring to DeLaval, along with all other Avon Polymer Products Limited employees. The transaction is subject to customary closing conditions, regulatory approvals and subject to clearance from relevant anti-trust authorities. As of September 14, 2020 the transaction was approved by antirust authorities. Completion is expected to take place in the first quarter of 2021 financial year. As of September 14, 2020 the transaction is expected to close on September 25, 2020. Avon Rubber p.l.c. will use the proceeds to pay £20 million into its employee pension fund as well as to bolster its balance sheet. Philip Noblet, Marc Potel, Paul Bundred and Max Jones of Jefferies Hoare Govett acted as financial advisors to Avon Rubber p.l.c. Mike Bell of Peel Hunt LLP acted as financial advisor to Avon Rubber p.l.c. Dominic Ross, Margot Lindsay, Patrick Sarch, Lindsey Canning, Marc Israel, Will Smith, Nicholas Greenacre, Frank Lupinacci, Alessandro Seganfreddo and Amy Yang of White & Case acted as legal advisor to Avon Rubber p.l.c. Laurence Levy, Jordan Altman, Simon Letherman, Doreen E. Lilienfeld, Jay M. Singer, Sam Whitaker, Mehran Massih and Paul Balaam of Shearman & Sterling acted as legal advisers to Tetra Laval International. Yusuf Giansiracusa of Jones Day acted as antitrust counsel to DeLaval. DeLaval Holding B.V. completed the acquisition of Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON) on September 25, 2020.Is New 90 Day High Low • Sep 29New 90-day high: €47.55The company is up 45% from its price of €32.85 on 01 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.03 per share.株主還元1OKDE Aerospace & DefenseDE 市場7D4.9%1.6%0.7%1Y-3.0%-19.0%2.0%株主還元を見る業界別リターン: 1OK過去 1 年間で-19 % の収益を上げたGerman Aerospace & Defense業界を上回りました。リターン対市場: 1OKは、過去 1 年間で2 % のリターンを上げたGerman市場を下回りました。価格変動Is 1OK's price volatile compared to industry and market?1OK volatility1OK Average Weekly Movement7.4%Aerospace & Defense Industry Average Movement8.7%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 1OK 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1OKの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1890982Jos Sclaterwww.avon-technologiesplc.comエイボン・テクノロジーズ社（Avon Technologies Plc）は、その子会社とともに、欧州および米国の軍事およびファーストレスポンダー市場向けに呼吸保護および頭部保護製品を提供している。エイボン・プロテクション部門とチーム・ウェンディ部門を通じて事業を展開している。同社は、人工呼吸器、脱出用フード、赤外線サーマルカメラ、給気・給電式呼吸器、リブリーザー、水中システム、交換用フィルター、アウトサート、通信システムなどの予備品・付属品、化学・生物・放射線・核防護服などを提供している。また、弾道および衝撃保護ヘルメット、ライナーおよび保持システムも提供している。同社はエイボン・プロテクションおよびチーム・ウェンディのブランドで製品を提供している。また、投資や年金基金の受託事業も行っている。以前はAvon Protection plcとして知られ、2024年7月にAvon Technologies Plcに社名変更した。エイボン・テクノロジーズPlc は1890 年に設立され、英国メルクシャムに本拠を置く。もっと見るAvon Technologies Plc 基礎のまとめAvon Technologies の収益と売上を時価総額と比較するとどうか。1OK 基礎統計学時価総額€589.58m収益（TTM）€15.60m売上高(TTM)€279.45m37.8xPER（株価収益率2.1xP/Sレシオ1OK は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1OK 損益計算書（TTM）収益US$326.00m売上原価US$187.60m売上総利益US$138.40mその他の費用US$120.20m収益US$18.20m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.62グロス・マージン42.45%純利益率5.58%有利子負債／自己資本比率39.2%1OK の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り40%配当性向1OK 配当は確実ですか？1OK 配当履歴とベンチマークを見る1OK 、いつまでに購入すれば配当金を受け取れますか？Avon Technologies 配当日配当落ち日Aug 06 2026配当支払日Sep 04 2026配当落ちまでの日数66 days配当支払日までの日数95 days1OK 配当は確実ですか？1OK 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 16:49終値2026/05/29 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Avon Technologies Plc 6 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。14 アナリスト機関Charlotte KeyworthBarclaysMilene KernerBarclaysSambhav KocharBarclays11 その他のアナリストを表示
Declared Dividend • May 20First half dividend of US$0.081 announcedShareholders will receive a dividend of US$0.081. Ex-date: 6th August 2026 Payment date: 4th September 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 14Avon Technologies plc Proposes Interim Dividend, to Be Paid on 4 September 2026Avon Technologies Plc proposed an interim dividend of 8.1 cents per share (HY25: 7.6 cents). This interim dividend will be paid on 4 September 2026 to shareholders on the register at 7 August 2026.
お知らせ • Feb 07Avon Technologies plc Announces Final Dividend , Payable on March 6, 2026On 12 November 2025, Avon Technologies Plc announced its intention to declare a final dividend of 17.0 US cents per share (“Final Dividend”). The Final Dividend will be paid to eligible shareholders in GBP Sterling, based on an exchange rate of GBP/USD 1.3575, resulting in a dividend payment of 12.52 pence per share. The Final Dividend will be paid on 6 March 2026 to shareholders whose names appear on the register of members as at the close of business on 6 February 2026.
お知らせ • Dec 06Avon Technologies Plc, Annual General Meeting, Jan 30, 2026Avon Technologies Plc, Annual General Meeting, Jan 30, 2026. Location: hampton park west, semington road, wiltshire sn12 6nb, melksham United Kingdom
お知らせ • May 22Avon Technologies plc Proposes Interim Dividend, to Be Paid on 5 September 2025Avon Technologies Plc proposed an interim dividend of 7.6 cents per share (HY24: 7.2 cents). This interim dividend will be paid on 5 September 2025 to shareholders on the register at 8 August 2025. The interim dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.
お知らせ • Mar 26+ 1 more updateAvon Technologies plc Updates Earnings Guidance for the Full Year of 2025Avon Technologies Plc updated earnings guidance for the full year of 2025. For the period, the company updates revenue growth in excess of 10% (previous guidance: mid-single digit). All other fiscal year 2025 guidance remains unchanged. Overall, additional demand will result in FY2025 revenue growth being higher than previously expected. In Avon Protection, revenue growth, mix and continuous improvement are all supporting strong operating profit margins. In Team Wendy, as expected, the costs associated with ramping up production and closing Californian factory will impact H1 but the company remain confident that Team Wendy will exit FY2025 with stronger profit margins into FY2026. Overall, the company expects better than originally guided operating profit margins in the current year.
Declared Dividend • May 20First half dividend of US$0.081 announcedShareholders will receive a dividend of US$0.081. Ex-date: 6th August 2026 Payment date: 4th September 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 14Avon Technologies plc Proposes Interim Dividend, to Be Paid on 4 September 2026Avon Technologies Plc proposed an interim dividend of 8.1 cents per share (HY25: 7.6 cents). This interim dividend will be paid on 4 September 2026 to shareholders on the register at 7 August 2026.
お知らせ • Feb 07Avon Technologies plc Announces Final Dividend , Payable on March 6, 2026On 12 November 2025, Avon Technologies Plc announced its intention to declare a final dividend of 17.0 US cents per share (“Final Dividend”). The Final Dividend will be paid to eligible shareholders in GBP Sterling, based on an exchange rate of GBP/USD 1.3575, resulting in a dividend payment of 12.52 pence per share. The Final Dividend will be paid on 6 March 2026 to shareholders whose names appear on the register of members as at the close of business on 6 February 2026.
お知らせ • Dec 06Avon Technologies Plc, Annual General Meeting, Jan 30, 2026Avon Technologies Plc, Annual General Meeting, Jan 30, 2026. Location: hampton park west, semington road, wiltshire sn12 6nb, melksham United Kingdom
お知らせ • May 22Avon Technologies plc Proposes Interim Dividend, to Be Paid on 5 September 2025Avon Technologies Plc proposed an interim dividend of 7.6 cents per share (HY24: 7.2 cents). This interim dividend will be paid on 5 September 2025 to shareholders on the register at 8 August 2025. The interim dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.
お知らせ • Mar 26+ 1 more updateAvon Technologies plc Updates Earnings Guidance for the Full Year of 2025Avon Technologies Plc updated earnings guidance for the full year of 2025. For the period, the company updates revenue growth in excess of 10% (previous guidance: mid-single digit). All other fiscal year 2025 guidance remains unchanged. Overall, additional demand will result in FY2025 revenue growth being higher than previously expected. In Avon Protection, revenue growth, mix and continuous improvement are all supporting strong operating profit margins. In Team Wendy, as expected, the costs associated with ramping up production and closing Californian factory will impact H1 but the company remain confident that Team Wendy will exit FY2025 with stronger profit margins into FY2026. Overall, the company expects better than originally guided operating profit margins in the current year.
お知らせ • Dec 11Avon Technologies Plc, Annual General Meeting, Jan 31, 2025Avon Technologies Plc, Annual General Meeting, Jan 31, 2025. Location: our hampton park west facility, semington road, wiltshire, sn12 6nb, melksham United Kingdom
お知らせ • Nov 19Avon Technologies plc Proposes Final Dividend for the Year Ended 30 September 2024, Payable on 7 March 2025The board of Avon Technologies Plc has proposed a final dividend of 16.1 cents per share for the year ended 30 September 2024 (2023: 15.3 cents). The final dividend will be paid in pounds sterling on 7 March 2025 to shareholders on the register at 7 February 2025.
お知らせ • Oct 22Avon Technologies Plc to Report Fiscal Year 2024 Results on Nov 19, 2024Avon Technologies Plc announced that they will report fiscal year 2024 results on Nov 19, 2024
Upcoming Dividend • Aug 01Upcoming dividend of US$0.072 per shareEligible shareholders must have bought the stock before 08 August 2024. Payment date: 06 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
お知らせ • Jul 28Avon Protection plc Revises Earnings Guidance for the Fiscal Year 2024Avon Protection plc revised earnings guidance for the Fiscal Year 2024. In addition, overall trading has continued to be strong into the second half of FY24 with good momentum reflected across a number of strategic and financial KPIs. The benefits of focus on efficiency, and good operational execution are contributing to faster than expected progress in both Strategic Business Units. As a result, the Group is issuing the following update to Fiscal Year 2024 guidance: Revenue growth of around 11% (from c.10% previously).
Buy Or Sell Opportunity • Jul 02Now 36% undervaluedOver the last 90 days, the stock has risen 9.9% to €13.30. The fair value is estimated to be €20.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 21Now 26% undervaluedOver the last 90 days, the stock has risen 12% to €13.30. The fair value is estimated to be €18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.2% average weekly change).
Declared Dividend • May 23First half dividend of US$0.072 announcedShareholders will receive a dividend of US$0.072. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Mar 14Avon Protection plc Announces Board ChangesAvon Protection plc announced the appointment of Maggie Brereton as an independent Non-Executive Director with effect from 1 April 2024. Maggie is Co-founder and CEO of EOS, a specialist provider of deal advisory services. Prior to founding EOS, she was Head of UK Transaction Services at KPMG where she also served as a Board member, chairing the Audit Committee and sitting on the Risk and Remuneration Committees. Maggie brings over 20 years' experience of working on complex transactions and business transformation programmes for both private equity and corporate clients. She also brings significant experience in the industrial sector including aerospace and defence. Maggie will also become a member of the Audit, Remuneration and Nomination Committees from 1 April 2024. Chloe Ponsonby will now stand down from the Board on 31 March 2024. Victor Chavez will replace Chloe as Chair of the Remuneration Committee and Bindi Foyle will replace Chloe as Senior Independent Director alongside her role as Audit Committee Chair.
お知らせ • Feb 21Avon Protection plc Announces Final Dividend, Payable on 8 March 2024Avon Protection plc announced final dividend 15.3 US cents per share The Final Dividend will be paid on 8 March 2024 to shareholders on the register at close of business on 9 February 2024.
Upcoming Dividend • Feb 01Upcoming dividend of US$0.15 per share at 2.5% yieldEligible shareholders must have bought the stock before 08 February 2024. Payment date: 08 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.4%).
お知らせ • Jan 26Avon Protection plc to Report First Half, 2024 Results on May 21, 2024Avon Protection plc announced that they will report first half, 2024 results on May 21, 2024
Recent Insider Transactions • Nov 24CEO & Director recently bought €151k worth of stockOn the 22nd of November, Mark Sclater bought around 18k shares on-market at roughly €8.54 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €245k. Mark has been a buyer over the last 12 months, purchasing a net total of €396k worth in shares.
New Risk • Nov 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.2% 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 (7.2% 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. Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
お知らせ • Nov 21+ 1 more updateAvon Protection plc Proposes Final Dividend, Payable on 8 March 2024The Board of Avon Protection plc has proposed a final dividend of 15.3 cents per share (2022: 30.6 cents). The final dividend will be paid in pounds sterling on 8 March 2024 to shareholders on the register at 9 February 2023. The final dividend will be converted into pounds sterling for payment at the prevailing exchange rate which will be announced prior to payment.
お知らせ • Nov 14Avon Protection plc, Annual General Meeting, Jan 26, 2024Avon Protection plc, Annual General Meeting, Jan 26, 2024.
Buying Opportunity • Nov 08Now 22% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €12.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 3.5% in 2 years. Earnings is forecast to grow by 1,154% in the next 2 years.
New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 14x earnings per share. Cash payout ratio: 135% Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results.
Recent Insider Transactions • Oct 19Independent Chairman recently bought €83k worth of stockOn the 16th of October, Bruce Thompson bought around 10k shares on-market at roughly €8.33 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Bruce has been a buyer over the last 12 months, purchasing a net total of €180k worth in shares.
お知らせ • Aug 22Avon Protection plc Announces Interim Dividend, Payable on 8 September 2023Avon Protection plc announced its intention to pay an interim dividend of 14.3 US cents per share. The Interim Dividend will be paid on 8 September 2023 to shareholders on the register at close of business on 11 August 2023.
Upcoming Dividend • Aug 04Upcoming dividend of US$0.14 per share at 4.2% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.5%).
Recent Insider Transactions • May 29Independent Chairman recently bought €96k worth of stockOn the 25th of May, Bruce Thompson bought around 10k shares on-market at roughly €9.63 per share. This transaction amounted to 48% 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 Bruce's only on-market trade for the last 12 months.
Reported Earnings • May 24First half 2023 earnings released: US$0.14 loss per share (vs US$0.35 loss in 1H 2022)First half 2023 results: US$0.14 loss per share (improved from US$0.35 loss in 1H 2022). Revenue: US$116.2m (down 4.7% from 1H 2022). Net loss: US$4.20m (loss narrowed 61% from 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.
お知らせ • May 23+ 1 more updateAvon Protection plc Provides Revenue Guidance for the Year 2023Avon Protection plc announced that full year Group revenue excluding armour now expected to be c9% lower than the prior year, reflecting the Respiratory demand backdrop and some ongoing risk to shipment timings in H2.
Upcoming Dividend • Feb 02Upcoming dividend of US$0.31 per share at 3.6% yieldEligible shareholders must have bought the stock before 09 February 2023. Payment date: 10 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).
Board Change • Feb 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 27Avon Protection plc to Report First Half, 2023 Results on May 23, 2023Avon Protection plc announced that they will report first half, 2023 results on May 23, 2023
お知らせ • Dec 06CoorsTek, Inc. signed an agreement to acquire KY facility Assets of Avon Protection plc in Lexington from Avon Protection plc.CoorsTek, Inc. signed an agreement to acquire KY facility Assets of Avon Protection plc in Lexington from Avon Protection plc (LSE:AVON) on December 5, 2022. The transaction is expected to close in second half of 2023.
お知らせ • Nov 29Avon Protection plc, Annual General Meeting, Jan 27, 2023Avon Protection plc, Annual General Meeting, Jan 27, 2023.
Reported Earnings • Nov 23Full year 2022 earnings released: US$0.18 loss per share (vs US$0.80 loss in FY 2021)Full year 2022 results: US$0.18 loss per share (improved from US$0.80 loss in FY 2021). Revenue: US$271.9m (up 9.5% from FY 2021). Net loss: US$5.60m (loss narrowed 77% from FY 2021). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Aerospace & Defense industry in Germany.
お知らせ • Nov 22Avon Protection plc Recommends Final Dividend, Payable on 10 March 2023The Board of Avon Protection plc is recommending a final dividend of 30.6 cents per share (2021: 30.6 cents) which together with the 14.3 cents per share interim dividend, gives a total dividend of 44.9 cents (2021: 44.9 cents), consistent with last year. The final dividend will be paid in pounds sterling on 10 March 2023 to shareholders on the register at 10 February 2023 with an ex-dividend date of 9 February 2023.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 17Avon Protection plc Announces Appointment of Jos Sclater as Chief Executive Officer, Effective January 16, 2023Avon Protection plc announced the appointment of Jos Sclater as Chief Executive Officer, with effect from 16 January 2023. Jos joins Avon Protection having spent the last 3 years as Group Chief Financial Officer at Ultra Electronics plc. In this role, Jos led a broad-based transformation programme focused on improving growth and efficiency. He also had Group-wide responsibility for the Finance, Treasury, IT, Procurement, Transformation, Continuous Improvement and Risk functions as well as direct oversight of Ultra's Forensic Technology and Energy businesses. Prior to this Jos was Group CFO at Castrol Lubricants and, before that, spent 7 years at GKN plc, including as Group CFO and Director of Corporate Finance & Strategy. Jos started his career as a qualified solicitor and held in-house legal and M&A roles at ICI plc, AkzoNobel N.V. and GKN plc. The appointment follows an in-depth search process led by Executive Chair, Bruce Thompson, with the support of the Nominations Committee. Bruce will continue in the role of Executive Chair until Jos starts in January, before reverting to his previous role as Non-Executive Chair.
Board Change • Oct 07High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Senior Independent Director Chloe Ponsonby is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 01+ 1 more updatePaul McDonald to step down as CEO of Avon Protection plcAvon Protection plc announced that as set out in the announcement on 24 May 2022, Paul McDonald steps down from his role as Chief Executive Officer (CEO). The Board is well advanced in the recruitment process for his successor, led by the Nomination Committee with the support of external consultants. In order to ensure executive continuity whilst this selection process is concluded, Bruce Thompson, currently Non-Executive Chair, will become Executive Chair, with effect from 1 October until a new CEO is in place. As a result of this change, Bruce will step down from his role on the Remuneration Committee during this period. Bruce joined Avon Protection as Non-Executive Chair Designate in March 2020, having previously been Chief Executive Officer of Diploma PLC, the FTSE 250 specialised technical products and services business, for over twenty years. The Board will make a further announcement regarding the appointment of a new CEO in due course.
Reported Earnings • May 27First half 2022 earnings released: US$0.35 loss per share (vs US$0.016 profit in 1H 2021)First half 2022 results: US$0.35 loss per share (down from US$0.016 profit in 1H 2021). Revenue: US$121.9m (flat on 1H 2021). Net loss: US$10.7m (down US$11.2m from profit in 1H 2021). Over the next year, revenue is forecast to grow 14%, compared to a 40% growth forecast for the industry in Germany.
お知らせ • May 24+ 1 more updateAvon Protection plc Announces Paul McDonald to Step Down as CEOAvon Protection plc announced that After 5 years as CEO and 19 years with the company, Paul McDonald will be stepping down as CEO at the end of this financial year. Beyond this date, he has agreed to make himself available to support the transition to a newCEO.
Recent Insider Transactions • Feb 24Independent Chairman recently bought €60k worth of stockOn the 23rd of February, Bruce Thompson bought around 5k shares on-market at roughly €12.09 per share. This was the largest purchase by an insider in the last 3 months. Bruce has been a buyer over the last 12 months, purchasing a net total of €182k worth in shares.
Upcoming Dividend • Feb 03Upcoming dividend of US$0.31 per shareEligible shareholders must have bought the stock before 10 February 2022. Payment date: 11 March 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.80 loss per share (down from US$0.068 profit in FY 2020). Revenue: US$248.3m (up 14% from FY 2020). Net loss: US$24.5m (down US$26.6m from profit in FY 2020). Revenue exceeded analyst estimates by 34%. Over the next year, revenue is forecast to grow 23%, compared to a 24% growth forecast for the industry in Germany.
Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.80 loss per share (down from US$0.068 profit in FY 2020). Revenue: US$248.3m (up 14% from FY 2020). Net loss: US$24.5m (down US$26.6m from profit in FY 2020). Revenue exceeded analyst estimates by 34%. Over the next year, revenue is forecast to grow 23%, compared to a 24% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €10.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Aerospace & Defense industry in Europe. Total loss to shareholders of 72% over the past year.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorated over the past weekAfter last week's 45% share price decline to €11.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Aerospace & Defense industry in Europe. Total loss to shareholders of 72% over the past year.
Upcoming Dividend • Jul 29Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 03 September 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).
Reported Earnings • May 26First half 2021 earnings released: EPS US$0.14 (vs US$0.062 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$122.0m (up 41% from 1H 2020). Net income: US$4.40m (up US$6.30m from 1H 2020). Profit margin: 3.6% (up from net loss in 1H 2020).
お知らせ • May 25Avon Rubber p.l.c. Declares Interim Dividend, Payable on September 3, 2021Avon Rubber p.l.c. announced that the board has declared an interim dividend of 14.3 cents per ordinary share, an increase of 30% on the 2020 interim dividend reflecting the company’s continued commitment to its progressive dividend policy. This will be paid on September 3, 2021 to shareholders on the register on August 6, 2021. Following the change in reporting currency, dividends for the 2021 financial year and beyond will be set in U.S. dollars and converted into pounds sterling for payment at the prevailing exchange rate immediately prior to payment.
お知らせ • Apr 10Avon Rubber p.l.c. Provides Group Revenue Guidance for the First Half Ended March 31, 2021 and Full Year Ending September 30, 2021Avon Rubber p.l.c. provided group revenue guidance for the first half ended March 31, 2021 and full year ending September 30, 2021. The Group expects to report revenue of $122 million for the first half (H1 2020: $87 million), including a first-time contribution from Team Wendy of $20m during the first five months of ownership. As a result and taking into account the current order book of $155 million and expected order intake in the second half, the Board remains confident of achieving its expectations for the current financial year.
Is New 90 Day High Low • Feb 25New 90-day low: €32.20The company is down 33% from its price of €48.25 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 3.0% over the same period.
お知らせ • Jan 31Avon Rubber P.L.C. Announces Resignation of Pim Vervaat from the BoardLuceco plc announced that on 29 January 2021 Pim Vervaat, Senior Independent Director of the Company, will resign from the Board of Avon Rubber plc, where he has served as a director since March 2015, in order to focus on his role as Chief Executive at Constantia Flexibles and as Senior Independent Director at Luceco plc.
Executive Departure • Jan 30Senior Independent Non-Executive Director has left the companyOn the 29th of January, Pim R. Vervaat's tenure as Senior Independent Non-Executive Director ended after 5.9 years in the role. As of September 2020, Pim R. personally held 7.50k shares (€350k worth at the time). A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Jan 20CFO & Director recently sold €196k worth of stockOn the 13th of January, Nicholas Keveth sold around 5k shares on-market at roughly €39.27 per share. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 24Independent Chairman recently bought €100k worth of stockOn the 21st of December, Bruce Thompson bought around 3k shares on-market at roughly €33.40 per share. This was the largest purchase by an insider in the last 3 months. This was Bruce's only on-market trade for the last 12 months.
Analyst Estimate Surprise Post Earnings • Dec 19Revenue misses expectationsRevenue missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 63%, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.
Analyst Estimate Surprise Post Earnings • Dec 04Revenue misses expectationsRevenue missed analyst estimates by 21%. Over the next year, revenue is forecast to grow 70%, compared to a 10% growth forecast for the Aerospace & Defense industry in Germany.
Is New 90 Day High Low • Nov 28New 90-day high: €48.25The company is up 9.0% from its price of €44.25 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Aerospace & Defense industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.80 per share.
お知らせ • Nov 21Avon Rubber Announces Executive ChangesAvon Rubber confirmed that current Chair David Evans will retire from the Board on 2 December 2020 and will be succeeded as Chair by Bruce Thompson. The company also announced that Pim Vervaat will stand down from the Board after the Annual General Meeting on 29 January 2021. Bindi Foyle will replace Pim as Chair of the Audit Committee. Avon also announced the appointment of Victor Chavez CBE as an independent Non-Executive Director with effect from 1 December 2020. Victor has recently retired from a long and successful tenure as CEO of Thales UK, the £1.2bn revenue, 6,500 person business operating across the defence, cyber security, transportation, aerospace and space sectors. ictor will also become a member of the Audit, Remuneration and Nomination Committees from 1 December 2020.
お知らせ • Nov 07+ 1 more updateAvon Rubber p.l.c., Annual General Meeting, Jan 29, 2021Avon Rubber p.l.c., Annual General Meeting, Jan 29, 2021.
お知らせ • Oct 06+ 1 more updateDeLaval Holding B.V. completed the acquisition of Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON).DeLaval Holding B.V. signed an agreement to acquire Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON) for £180 million on July 2, 2020. The consideration will be payable at completion on a cash and debt free basis and subject to customary adjustments. In the financial year ended September 30, 2019, Avon Polymer Products Limited reported revenue of £50.9 million, adjusted EBITDA of £10.5 million and operating profit of £3.8 million. Avon Polymer Products Limited is led by Craig Sage (Managing Director) and Andrew Porter (Finance Director), who will be transferring to DeLaval, along with all other Avon Polymer Products Limited employees. The transaction is subject to customary closing conditions, regulatory approvals and subject to clearance from relevant anti-trust authorities. As of September 14, 2020 the transaction was approved by antirust authorities. Completion is expected to take place in the first quarter of 2021 financial year. As of September 14, 2020 the transaction is expected to close on September 25, 2020. Avon Rubber p.l.c. will use the proceeds to pay £20 million into its employee pension fund as well as to bolster its balance sheet. Philip Noblet, Marc Potel, Paul Bundred and Max Jones of Jefferies Hoare Govett acted as financial advisors to Avon Rubber p.l.c. Mike Bell of Peel Hunt LLP acted as financial advisor to Avon Rubber p.l.c. Dominic Ross, Margot Lindsay, Patrick Sarch, Lindsey Canning, Marc Israel, Will Smith, Nicholas Greenacre, Frank Lupinacci, Alessandro Seganfreddo and Amy Yang of White & Case acted as legal advisor to Avon Rubber p.l.c. Laurence Levy, Jordan Altman, Simon Letherman, Doreen E. Lilienfeld, Jay M. Singer, Sam Whitaker, Mehran Massih and Paul Balaam of Shearman & Sterling acted as legal advisers to Tetra Laval International. Yusuf Giansiracusa of Jones Day acted as antitrust counsel to DeLaval. DeLaval Holding B.V. completed the acquisition of Avon Polymer Products Limited from Avon Rubber p.l.c. (LSE:AVON) on September 25, 2020.
Is New 90 Day High Low • Sep 29New 90-day high: €47.55The company is up 45% from its price of €32.85 on 01 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.03 per share.
