View ValuationLuceco 将来の成長Future 基準チェック /26Luceco利益と収益がそれぞれ年間10.4%と6.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.4% 17.7%なると予測されています。主要情報10.4%収益成長率17.71%EPS成長率Electrical 収益成長27.0%収益成長率6.7%将来の株主資本利益率26.42%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Jan 29Luceco plc Provides Earning Guidance for the Full Year 2026Luceco plc provided earning guidance for the full year 2026. Strong sales momentum entering 2026 and increasingly significant exposure to structural growth in the energy transition sector underpins outlook. The Board is increasing its revenue and Adjusted Operating Profit expectations for 2026 to comfortably exceed current market consensus.お知らせ • Jul 23Luceco plc Provides Earning Guidance for the Full Year 2024Luceco plc provided earning guidance for the full year 2024. The Board is encouraged by the strong start to the year with performance expectations for the full year in line with market expectations.お知らせ • Jan 30Luceco plc Provides Earnings Guidance for the Year 2023Luceco plc provided earnings guidance for the year 2023. The Group expects to report full year 2023 revenue of £209 million.お知らせ • Jan 19Luceco plc Provides Earnings Guidance for 2022 Full YearLuceco plc provided earnings guidance for 2022 full year. For the period, the Group expects to report full year revenue of £206 million.お知らせ • Oct 20Luceco plc Provides Earnings Guidance for Year 2023Luceco plc provided earnings guidance for year 2023. For the period, the company expects if pressure on residential RMI activity from reduced household disposable income and fewer housing transactions continues as expected, this is likely to lead to profits in 2023 being similar to 2022, with performance underpinned by tailwinds from reduced customer destocking, growth in EV charger sales and input cost deflation.お知らせ • Jul 20Luceco plc Announces Revenue Expectation for First Half 2022Luceco plc announced revenue expectation for first half 2022. expect to report revenue of £106 million (H1 2021: £108.2 million). On a like-for-like basis, The company expects first half revenue to be 17% lower than H1 2021, but 13% ahead of the Group's H1 2019 pre-COVID performance.すべての更新を表示Recent updatesお知らせ • May 22Luceco plc Approves Final DividendLuceco plc announced that its AGM held on May 19, 2026, approved to pay a final dividend of 4.2 pence per share.お知らせ • Apr 02Luceco plc Announces Changes in Directorate Roles and Responsibilities, Effective March 31, 2026Luceco plc announced the following changes in directorate roles and responsibilities. Following a review by the Board, Tim Surridge is no longer deemed to be independent due to his length of tenure. He will remain on the Board as a non-executive director in order to facilitate an orderly handover of his Remuneration Committee Chair responsibilities. The following changes will be made to the Board Committees with immediate effect from 31 March 2026: Audit Committee: Tim Surridge to step down as a member. Nomination Committee: Janet Ryan to join as a member. Remuneration Committee: Tim Surridge to resign as Chair and a member. Martyn Coffey to be appointed as Chair. The composition of the Board Committees following these changes is as follows: Audit Committee: Janet Ryan (Chair), Julia Hendrickson, Pim Vervaat. Nomination Committee: Giles Brand (Chair), Caroline Brown, Janet Ryan, Pim Vervaat. Remuneration Committee: Martyn Coffey (Chair), Caroline Brown, Julia Hendrickson, Pim Vervaat. Disclosure Committee: Giles Brand (Chair), John Hornby, Will Hoy.お知らせ • Mar 27Luceco plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 22 May 2026Luceco plc announced the board proposed to pay a final dividend of 4.2 pence per share for the year ended 31 December 2025, taking the full-year dividend to 6.0 pence per share, representing a payout of 40% of earnings. If approved at the Annual General Meeting, the final dividend will be paid on 22 May 2026 to shareholders on the register on 10 April 2026. The ex-dividend date will be 9 April 2026. Annual General Meeting is 19 May 2026.お知らせ • Mar 25+ 1 more updateLuceco plc, Annual General Meeting, May 19, 2026Luceco plc, Annual General Meeting, May 19, 2026. Location: peel hunt llp, 100 liverpool street, ec2m 2at, london United Kingdomお知らせ • Jan 29Luceco plc Provides Earning Guidance for the Full Year 2026Luceco plc provided earning guidance for the full year 2026. Strong sales momentum entering 2026 and increasingly significant exposure to structural growth in the energy transition sector underpins outlook. The Board is increasing its revenue and Adjusted Operating Profit expectations for 2026 to comfortably exceed current market consensus.お知らせ • Sep 09Luceco plc to Report Fiscal Year 2025 Results on Mar 24, 2026Luceco plc announced that they will report fiscal year 2025 results on Mar 24, 2026お知らせ • Jul 22Luceco plc Announces Board and Committee Changes, Effective 21 July 2025The Board of Luceco plc announced that Janet Ryan will replace Tim Surridge as Chair of the Audit Committee on 21 July 2025. Tim Surridge will remain on the Board and continue to be a member of the Audit Committee. Janet is a management accountant with considerable experience in international industrial and manufacturing businesses. Most recently, she held the position of Group Finance Director at AB Sugar, a highly complex global division of Associate British Foods plc. Previously, Janet held senior leadership roles both in the UK and overseas with Victrix plc, Cabot Corporation, Huntsman Corporation and ICI plc. Janet is currently the Audit Chair of Scott Bader, an independent member of the Audit Committee for Cancer Research UK and a Trustee for Community Integrated Care.お知らせ • May 22Luceco plc Approves Final DividendLuceco plc at its AGM held on May 20, 2025 approved final dividend of 3.3 pence per ordinary share.お知らせ • Mar 26+ 1 more updateLuceco plc Proposes Final Dividend for the Full Year 2024, Payable on May 22, 2025Luceco plc proposed to pay a final dividend of 3.3 pence, taking the full-year dividend to 5.0 pence, representing a payout of 40% of earnings. The final dividend will be paid on 22 May 2025 to shareholders on the registrar on 11 April 2025.Recent Insider Transactions • Nov 08Board Member recently bought €79k worth of stockOn the 6th of November, Pim R. Vervaat bought around 50k shares on-market at roughly €1.58 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €4.6m. Despite this recent purchase, insiders have collectively sold €914k more in shares than they bought in the last 12 months.Recent Insider Transactions • Oct 20CEO & Executive Director recently sold €5.9m worth of stockOn the 16th of October, Jonathan Hornby sold around 3m shares on-market at roughly €1.88 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jonathan has been a net seller over the last 12 months, reducing personal holdings by €1.3m.お知らせ • Oct 02Luceco plc (LSE:LUCE) acquired CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners for £30 million.Luceco plc (LSE:LUCE) acquired CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners for £30 million on September 30, 2024. The transaction will be financed through senior debt of £40 million. CMD senior management team which will remain with the business, continuing to operate from its headquarters in Rotherham. For the period ending December 31, 2023, CMD Limited reported total revenue of £23.1 million and EBITDA of £4 million. Luceco plc (LSE:LUCE) completed the acquisition of CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners on September 30, 2024.New Risk • Sep 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Sep 12First half dividend of UK£0.017 announcedShareholders will receive a dividend of UK£0.017. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 49% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 11+ 1 more updateLuceco plc to Report First Half, 2025 Results on Sep 25, 2025Luceco plc announced that they will report first half, 2025 results on Sep 25, 2025お知らせ • Sep 10Luceco plc Announces Interim Dividend, Payable on 25 October 2024The Board of Luceco plc will pay an interim dividend of 1.7 pence per share, up 6.3% over the prior year. This will be paid to shareholders on 25 October 2024 who are on the register on 20 September 2024 and the last day for dividend reinvestment (DRIP) elections is 4 October 2024. This compares to a 1.6 pence interim dividend in 2023.お知らせ • Jul 23Luceco plc Provides Earning Guidance for the Full Year 2024Luceco plc provided earning guidance for the full year 2024. The Board is encouraged by the strong start to the year with performance expectations for the full year in line with market expectations.お知らせ • Jun 18Luceco plc Appoints Janet Ryan as a Non-Executive Director and a Member of Audit Committee, Effective 1 July 2024The Board of Luceco plc announced the appointment of Janet Ryan as a Non-Executive Director with effect from 1 July 2024. Janet is a management accountant with considerable experience in international industrial and manufacturing businesses. Most recently, she has been Group Finance Director at AB Sugar, part of Associated British Foods. Previously, she has held leadership roles with Cabot Corporation, ICI and Victrex, and has led a number of acquisitions across her successful finance career. Janet is an independent member of the Audit Committee for Cancer Research UK, and a Trustee for Community Integrated Care. Janet will become a member of the Audit Committee with effect from 1 July 2024.Buy Or Sell Opportunity • May 27Now 22% undervaluedOver the last 90 days, the stock has risen 23% to €2.04. The fair value is estimated to be €2.60, 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. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.お知らせ • May 15Luceco plc Declares Final DividendLuceco plc at its Annual General Meeting held on 14 May 2024, declared a final dividend of 3.2 pence per ordinary share.Recent Insider Transactions • Apr 08CFO & Executive Director recently bought €107k worth of stockOn the 3rd of April, William Hoy bought around 65k shares on-market at roughly €1.65 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €300k worth in shares.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.59, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 16x in the Electrical industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.03 per share.Declared Dividend • Mar 28Final dividend of UK£0.032 announcedShareholders will receive a dividend of UK£0.032. Ex-date: 11th April 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 49% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 63% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: UK£0.11 (vs UK£0.071 in FY 2022)Full year 2023 results: EPS: UK£0.11 (up from UK£0.071 in FY 2022). Revenue: UK£209.0m (up 1.3% from FY 2022). Net income: UK£16.7m (up 52% from FY 2022). Profit margin: 8.0% (up from 5.3% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Mar 01Luceco plc acquired D-Line (Europe) Ltd £12.4 million.Luceco plc acquired D-Line (Europe) Ltd. on for £12.4 million on March 01, 2024. The consideration will be paid in an initial cash consideration of £8.6 million, with another £3.8 million to be paid if the firm secures a “transformational” new business win and if certain working capital balances. Luceco plc completed the acquisition of D-Line (Europe) Ltd. for on March 01, 2024.New Risk • Mar 01New 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 6.8% 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: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Jan 30Luceco plc Provides Earnings Guidance for the Year 2023Luceco plc provided earnings guidance for the year 2023. The Group expects to report full year 2023 revenue of £209 million.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.81, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electrical industry in Europe. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.62 per share.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.43, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.46 per share.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Julia Hendrickson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Sep 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be €1.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.Reported Earnings • Sep 06First half 2023 earnings released: EPS: UK£0.034 (vs UK£0.027 in 1H 2022)First half 2023 results: EPS: UK£0.034 (up from UK£0.027 in 1H 2022). Revenue: UK£101.1m (down 5.0% from 1H 2022). Net income: UK£5.30m (up 26% from 1H 2022). Profit margin: 5.2% (up from 3.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Sep 05+ 2 more updatesLuceco plc to Report First Half, 2024 Results on Sep 10, 2024Luceco plc announced that they will report first half, 2024 results on Sep 10, 2024Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electrical industry in Europe. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.21 per share.お知らせ • May 11Luceco plc Approves Final DividendLuceco plc at its AGM held on May 10, 2023 approved final dividend of 3.0 pence per ordinary share.お知らせ • May 10Luceco plc Proposes Final Dividend, Payable on 19 May 2023Luceco plc proposing to pay a final dividend of 3.0p, subject to approval at the AGM This final dividend takes the full-year dividend to 4.6p representing a payout of 41% of 2022 earnings and 100% increase on 2019. The final dividend will be paid on 19 May 2023 to shareholders on the register on 11 April 2023.Upcoming Dividend • Mar 30Upcoming dividend of UK£0.03 per share at 3.7% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).Reported Earnings • Mar 22Full year 2022 earnings released: EPS: UK£0.071 (vs UK£0.18 in FY 2021)Full year 2022 results: EPS: UK£0.071 (down from UK£0.18 in FY 2021). Revenue: UK£206.3m (down 9.6% from FY 2021). Net income: UK£11.0m (down 59% from FY 2021). Profit margin: 5.3% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 32% share price gain to €1.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 4.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.40 per share.お知らせ • Jan 20+ 1 more updateLuceco plc Announces CFO ChangesLuceco plc announced that Matt Webb has informed the Board of his decision to step down as Chief Financial Officer after five years in the role in order to pursue other opportunities. Matt will step down on31 March 2023 and will be succeeded as Chief Financial Officer by Will Hoy, who currently serves as Audit Committee Chair and Non-Executive Director of the Company. Will Hoy will assume an Executive Director position from 1 March 2023 before becoming Chief Financial Officer on 1 April 2023, in order to effect an orderly handover. Will held a number of senior finance roles in a career with GKN that spanned over 20 years, including three years as Chief Financial Officer of GKN Aerospace and nine years as Head of Corporate Finance in which he oversaw GKN plc's M&A activities. Prior to joining GKN, Will qualified as a Chartered Accountant at KPMG LLP and worked in its Corporate Finance department.お知らせ • Jan 19Luceco plc Provides Earnings Guidance for 2022 Full YearLuceco plc provided earnings guidance for 2022 full year. For the period, the Group expects to report full year revenue of £206 million.お知らせ • Oct 20Luceco plc Provides Earnings Guidance for Year 2023Luceco plc provided earnings guidance for year 2023. For the period, the company expects if pressure on residential RMI activity from reduced household disposable income and fewer housing transactions continues as expected, this is likely to lead to profits in 2023 being similar to 2022, with performance underpinned by tailwinds from reduced customer destocking, growth in EV charger sales and input cost deflation.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 25% share price gain to €1.06, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 26x in the Electrical industry in Germany. Total returns to shareholders of 15% over the past three years.Reported Earnings • Sep 07First half 2022 earnings released: EPS: UK£0.027 (vs UK£0.087 in 1H 2021)First half 2022 results: EPS: UK£0.027 (down from UK£0.087 in 1H 2021). Revenue: UK£106.4m (down 1.7% from 1H 2021). Net income: UK£4.20m (down 69% from 1H 2021). Profit margin: 3.9% (down from 12% in 1H 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Sep 07+ 3 more updatesLuceco plc, Annual General Meeting, May 10, 2023Luceco plc, Annual General Meeting, May 10, 2023.お知らせ • Jul 20Luceco plc Announces Revenue Expectation for First Half 2022Luceco plc announced revenue expectation for first half 2022. expect to report revenue of £106 million (H1 2021: £108.2 million). On a like-for-like basis, The company expects first half revenue to be 17% lower than H1 2021, but 13% ahead of the Group's H1 2019 pre-COVID performance.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.18, the stock trades at a trailing P/E ratio of 6x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 70% over the past year.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.51, the stock trades at a trailing P/E ratio of 7.2x. Average forward P/E is 26x in the Electrical industry in Germany. Total loss to shareholders of 63% over the past year.お知らせ • May 31Luceco plc Announces Appointment of Julia Hendrickson as Non-Executive Director and Member of the Audit and Remuneration CommitteesLuceco plc announced the appointment of Julia Hendrickson as a Non-Executive Director with effect from 1 June 2022. Julia has spent her career in commercial leadership roles within large retail and FMCG organisations. She brings extensive international experience in developing and implementing customer-focused commercial strategy, including within the e-commerce channel. She most recently led the Commercial & Marketing function within the International Retail division of Walgreens Boots Alliance and was Managing Director of its European retail business. She previously spent 12 years with Tesco which included responsibility for development of the Tesco Direct online platform. Julia will become a member of the Audit and Remuneration Committees from 1 October 2022.お知らせ • May 14Luceco plc Approves Final DividendLuceco plc announced that at Annual General Meeting held on 12 May 2022, approved to declare a final dividend of 5.5 pence per ordinary share.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 34% share price decline to €1.51, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 23x in the Electrical industry in Germany. Total loss to shareholders of 57% over the past year.Upcoming Dividend • Mar 31Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.46, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Electrical industry in Germany. Total loss to shareholders of 10% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.32 per share.Recent Insider Transactions • Feb 08CEO & Executive Director recently sold €10m worth of stockOn the 7th of February, Jonathan Hornby sold around 3m shares on-market at roughly €3.55 per share. This was the largest sale by an insider in the last 3 months. This was Jonathan's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.08, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Electrical industry in Germany. Total returns to shareholders of 77% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.27 per share.Recent Insider Transactions • Sep 29Insider recently sold €1.3m worth of stockOn the 24th of September, Wayne Hill sold around 312k shares on-market at roughly €4.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.Recent Insider Transactions • Sep 24Insider recently sold €236k worth of stockOn the 17th of September, Wayne Hill sold around 54k shares on-market at roughly €4.34 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 113% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €5.93 per share.Reported Earnings • Sep 09First half 2021 earnings released: EPS UK£0.087 (vs UK£0.044 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£108.2m (up 51% from 1H 2020). Net income: UK£13.4m (up 97% from 1H 2020). Profit margin: 12% (up from 9.5% in 1H 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electrical industry in Germany. Total returns to shareholders of 178% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.11 per share.お知らせ • Jul 16Luceco plc Provides Earnings Guidance for the Full Year 2021Luceco plc provides earring guidance for the full year 2021, the company expects revenue of at least £220 million, 25% higher than 2020 and 28% higher than 2019.お知らせ • May 13Luceco plc Provides Earnings Guidance for the First Half of 2021Luceco plc provided earnings guidance for the first half of 2021. For the period, the company expects revenue of approximately £105 million, with revenue growth of 47% against first half of 2020.Upcoming Dividend • Apr 15Upcoming dividend of UK£0.047 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 28 May 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£3.44, the stock trades at a trailing P/E ratio of 16.1x. Average forward P/E is 32x in the Electrical industry in Germany. Total returns to shareholders of 368% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.56 per share.Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.18 (vs UK£0.083 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£176.2m (up 2.4% from FY 2019). Net income: UK£27.9m (up 113% from FY 2019). Profit margin: 16% (up from 7.6% in FY 2019). The increase in margin was primarily driven by lower expenses.Recent Insider Transactions • Feb 20Insider recently sold €270k worth of stockOn the 17th of February, Wayne Hill sold around 89k shares on-market at roughly €3.05 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €989k more than they bought in the last 12 months.Is New 90 Day High Low • Jan 07New 90-day high: €3.13The company is up 34% from its price of €2.34 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electrical industry, which is also up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.68 per share.Is New 90 Day High Low • Nov 19New 90-day high: €2.92The company is up 44% from its price of €2.02 on 20 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.58 per share.Recent Insider Transactions • Nov 07Insider recently sold €719k worth of stockOn the 5th of November, Wayne Hill sold around 260k shares on-market at roughly €2.77 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Oct 23Market bids up stock over the past weekAfter last week's 18% share price gain to UK£2.69, the stock is trading at a trailing P/E ratio of 25.3x, up from the previous P/E ratio of 21.5x. This compares to an average P/E of 31x in the Electrical industry in Germany. Total returns to shareholders over the past year are 157%.Is New 90 Day High Low • Oct 21New 90-day high: €2.63The company is up 86% from its price of €1.42 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.19 per share.お知らせ • Oct 20Luceco plc Revises Earnings Guidance for the Full Year 2020Luceco plc revised earnings guidance for the full year 2020. Assuming no major COVID-related disruption to distribution operations, strong momentum throughout third quarter and a healthy order book for fourth quarter covering approximately half of the Group's expected revenue for the quarter allow to increase guidance for full year 2020 as follows: Revenue of between £172 million and £176 million.Is New 90 Day High Low • Oct 06New 90-day high: €2.35The company is up 111% from its price of €1.11 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical 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 €1.13 per share.お知らせ • Sep 09+ 1 more updateLuceco plc to Report Fiscal Year 2020 Results on Mar 23, 2021Luceco plc announced that they will report fiscal year 2020 results on Mar 23, 2021お知らせ • Aug 19Luceco plc to Report First Half, 2020 Results on Sep 08, 2020Luceco plc announced that they will report first half, 2020 results on Sep 08, 2020業績と収益の成長予測DB:2LC - アナリストの将来予測と過去の財務データ ( )GBP 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12/31/2028334282333312/31/2027323272236412/31/2026310251428412/31/2025271203645N/A9/30/2025265172837N/A6/30/2025259142130N/A3/31/2025251141422N/A12/31/202424315715N/A9/30/2024230161725N/A6/30/2024218182736N/A3/31/2024213182432N/A12/31/2023209172129N/A9/30/2023205142431N/A6/30/2023201122834N/A3/31/2023204123036N/A12/31/2022206113339N/A9/30/2022216142228N/A6/30/2022226181218N/A3/31/2022227231622N/A12/31/2021228272026N/A9/30/2021221311825N/A6/30/2021213351723N/A3/31/2021195311823N/A12/31/2020176281923N/A9/30/2020169221923N/A6/30/2020161161923N/A3/31/2020167141721N/A12/31/2019172131519N/A9/30/201917212N/A18N/A6/30/201917210N/A17N/A3/31/20191686N/A15N/A12/31/20181642N/A12N/A9/30/20181660N/A10N/A6/30/2018167-1N/A7N/A3/31/20181685N/A12N/A12/31/201716810N/A17N/A9/30/201715810N/A12N/A6/30/20171499N/A7N/A3/31/20171418N/A5N/A12/31/20161347N/A3N/A9/30/20161247N/A8N/A6/30/20161158N/A13N/A3/31/20161097N/A10N/A12/31/20151036N/A7N/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: 2LCの予測収益成長率 (年間10.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 2LCの収益 ( 10.4% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 2LCの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2LCの収益 ( 6.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 2LCの収益 ( 6.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2LCの 自己資本利益率 は、3年後には高くなると予測されています ( 26.4 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 21:41終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Luceco plc 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Edward Hugh PrestBerenbergKevin FogartyDeutsche BankMax CampbellLongspur Clean Energy1 その他のアナリストを表示
お知らせ • Jan 29Luceco plc Provides Earning Guidance for the Full Year 2026Luceco plc provided earning guidance for the full year 2026. Strong sales momentum entering 2026 and increasingly significant exposure to structural growth in the energy transition sector underpins outlook. The Board is increasing its revenue and Adjusted Operating Profit expectations for 2026 to comfortably exceed current market consensus.
お知らせ • Jul 23Luceco plc Provides Earning Guidance for the Full Year 2024Luceco plc provided earning guidance for the full year 2024. The Board is encouraged by the strong start to the year with performance expectations for the full year in line with market expectations.
お知らせ • Jan 30Luceco plc Provides Earnings Guidance for the Year 2023Luceco plc provided earnings guidance for the year 2023. The Group expects to report full year 2023 revenue of £209 million.
お知らせ • Jan 19Luceco plc Provides Earnings Guidance for 2022 Full YearLuceco plc provided earnings guidance for 2022 full year. For the period, the Group expects to report full year revenue of £206 million.
お知らせ • Oct 20Luceco plc Provides Earnings Guidance for Year 2023Luceco plc provided earnings guidance for year 2023. For the period, the company expects if pressure on residential RMI activity from reduced household disposable income and fewer housing transactions continues as expected, this is likely to lead to profits in 2023 being similar to 2022, with performance underpinned by tailwinds from reduced customer destocking, growth in EV charger sales and input cost deflation.
お知らせ • Jul 20Luceco plc Announces Revenue Expectation for First Half 2022Luceco plc announced revenue expectation for first half 2022. expect to report revenue of £106 million (H1 2021: £108.2 million). On a like-for-like basis, The company expects first half revenue to be 17% lower than H1 2021, but 13% ahead of the Group's H1 2019 pre-COVID performance.
お知らせ • May 22Luceco plc Approves Final DividendLuceco plc announced that its AGM held on May 19, 2026, approved to pay a final dividend of 4.2 pence per share.
お知らせ • Apr 02Luceco plc Announces Changes in Directorate Roles and Responsibilities, Effective March 31, 2026Luceco plc announced the following changes in directorate roles and responsibilities. Following a review by the Board, Tim Surridge is no longer deemed to be independent due to his length of tenure. He will remain on the Board as a non-executive director in order to facilitate an orderly handover of his Remuneration Committee Chair responsibilities. The following changes will be made to the Board Committees with immediate effect from 31 March 2026: Audit Committee: Tim Surridge to step down as a member. Nomination Committee: Janet Ryan to join as a member. Remuneration Committee: Tim Surridge to resign as Chair and a member. Martyn Coffey to be appointed as Chair. The composition of the Board Committees following these changes is as follows: Audit Committee: Janet Ryan (Chair), Julia Hendrickson, Pim Vervaat. Nomination Committee: Giles Brand (Chair), Caroline Brown, Janet Ryan, Pim Vervaat. Remuneration Committee: Martyn Coffey (Chair), Caroline Brown, Julia Hendrickson, Pim Vervaat. Disclosure Committee: Giles Brand (Chair), John Hornby, Will Hoy.
お知らせ • Mar 27Luceco plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 22 May 2026Luceco plc announced the board proposed to pay a final dividend of 4.2 pence per share for the year ended 31 December 2025, taking the full-year dividend to 6.0 pence per share, representing a payout of 40% of earnings. If approved at the Annual General Meeting, the final dividend will be paid on 22 May 2026 to shareholders on the register on 10 April 2026. The ex-dividend date will be 9 April 2026. Annual General Meeting is 19 May 2026.
お知らせ • Mar 25+ 1 more updateLuceco plc, Annual General Meeting, May 19, 2026Luceco plc, Annual General Meeting, May 19, 2026. Location: peel hunt llp, 100 liverpool street, ec2m 2at, london United Kingdom
お知らせ • Jan 29Luceco plc Provides Earning Guidance for the Full Year 2026Luceco plc provided earning guidance for the full year 2026. Strong sales momentum entering 2026 and increasingly significant exposure to structural growth in the energy transition sector underpins outlook. The Board is increasing its revenue and Adjusted Operating Profit expectations for 2026 to comfortably exceed current market consensus.
お知らせ • Sep 09Luceco plc to Report Fiscal Year 2025 Results on Mar 24, 2026Luceco plc announced that they will report fiscal year 2025 results on Mar 24, 2026
お知らせ • Jul 22Luceco plc Announces Board and Committee Changes, Effective 21 July 2025The Board of Luceco plc announced that Janet Ryan will replace Tim Surridge as Chair of the Audit Committee on 21 July 2025. Tim Surridge will remain on the Board and continue to be a member of the Audit Committee. Janet is a management accountant with considerable experience in international industrial and manufacturing businesses. Most recently, she held the position of Group Finance Director at AB Sugar, a highly complex global division of Associate British Foods plc. Previously, Janet held senior leadership roles both in the UK and overseas with Victrix plc, Cabot Corporation, Huntsman Corporation and ICI plc. Janet is currently the Audit Chair of Scott Bader, an independent member of the Audit Committee for Cancer Research UK and a Trustee for Community Integrated Care.
お知らせ • May 22Luceco plc Approves Final DividendLuceco plc at its AGM held on May 20, 2025 approved final dividend of 3.3 pence per ordinary share.
お知らせ • Mar 26+ 1 more updateLuceco plc Proposes Final Dividend for the Full Year 2024, Payable on May 22, 2025Luceco plc proposed to pay a final dividend of 3.3 pence, taking the full-year dividend to 5.0 pence, representing a payout of 40% of earnings. The final dividend will be paid on 22 May 2025 to shareholders on the registrar on 11 April 2025.
Recent Insider Transactions • Nov 08Board Member recently bought €79k worth of stockOn the 6th of November, Pim R. Vervaat bought around 50k shares on-market at roughly €1.58 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €4.6m. Despite this recent purchase, insiders have collectively sold €914k more in shares than they bought in the last 12 months.
Recent Insider Transactions • Oct 20CEO & Executive Director recently sold €5.9m worth of stockOn the 16th of October, Jonathan Hornby sold around 3m shares on-market at roughly €1.88 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jonathan has been a net seller over the last 12 months, reducing personal holdings by €1.3m.
お知らせ • Oct 02Luceco plc (LSE:LUCE) acquired CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners for £30 million.Luceco plc (LSE:LUCE) acquired CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners for £30 million on September 30, 2024. The transaction will be financed through senior debt of £40 million. CMD senior management team which will remain with the business, continuing to operate from its headquarters in Rotherham. For the period ending December 31, 2023, CMD Limited reported total revenue of £23.1 million and EBITDA of £4 million. Luceco plc (LSE:LUCE) completed the acquisition of CMD Limited from Rubicon Partners V SCSp, a fund managed by Rubicon Partners on September 30, 2024.
New Risk • Sep 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Sep 12First half dividend of UK£0.017 announcedShareholders will receive a dividend of UK£0.017. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 49% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 11+ 1 more updateLuceco plc to Report First Half, 2025 Results on Sep 25, 2025Luceco plc announced that they will report first half, 2025 results on Sep 25, 2025
お知らせ • Sep 10Luceco plc Announces Interim Dividend, Payable on 25 October 2024The Board of Luceco plc will pay an interim dividend of 1.7 pence per share, up 6.3% over the prior year. This will be paid to shareholders on 25 October 2024 who are on the register on 20 September 2024 and the last day for dividend reinvestment (DRIP) elections is 4 October 2024. This compares to a 1.6 pence interim dividend in 2023.
お知らせ • Jul 23Luceco plc Provides Earning Guidance for the Full Year 2024Luceco plc provided earning guidance for the full year 2024. The Board is encouraged by the strong start to the year with performance expectations for the full year in line with market expectations.
お知らせ • Jun 18Luceco plc Appoints Janet Ryan as a Non-Executive Director and a Member of Audit Committee, Effective 1 July 2024The Board of Luceco plc announced the appointment of Janet Ryan as a Non-Executive Director with effect from 1 July 2024. Janet is a management accountant with considerable experience in international industrial and manufacturing businesses. Most recently, she has been Group Finance Director at AB Sugar, part of Associated British Foods. Previously, she has held leadership roles with Cabot Corporation, ICI and Victrex, and has led a number of acquisitions across her successful finance career. Janet is an independent member of the Audit Committee for Cancer Research UK, and a Trustee for Community Integrated Care. Janet will become a member of the Audit Committee with effect from 1 July 2024.
Buy Or Sell Opportunity • May 27Now 22% undervaluedOver the last 90 days, the stock has risen 23% to €2.04. The fair value is estimated to be €2.60, 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. Earnings per share has declined by 36%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
お知らせ • May 15Luceco plc Declares Final DividendLuceco plc at its Annual General Meeting held on 14 May 2024, declared a final dividend of 3.2 pence per ordinary share.
Recent Insider Transactions • Apr 08CFO & Executive Director recently bought €107k worth of stockOn the 3rd of April, William Hoy bought around 65k shares on-market at roughly €1.65 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €300k worth in shares.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.59, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 16x in the Electrical industry in Europe. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.03 per share.
Declared Dividend • Mar 28Final dividend of UK£0.032 announcedShareholders will receive a dividend of UK£0.032. Ex-date: 11th April 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 49% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 63% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: UK£0.11 (vs UK£0.071 in FY 2022)Full year 2023 results: EPS: UK£0.11 (up from UK£0.071 in FY 2022). Revenue: UK£209.0m (up 1.3% from FY 2022). Net income: UK£16.7m (up 52% from FY 2022). Profit margin: 8.0% (up from 5.3% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 01Luceco plc acquired D-Line (Europe) Ltd £12.4 million.Luceco plc acquired D-Line (Europe) Ltd. on for £12.4 million on March 01, 2024. The consideration will be paid in an initial cash consideration of £8.6 million, with another £3.8 million to be paid if the firm secures a “transformational” new business win and if certain working capital balances. Luceco plc completed the acquisition of D-Line (Europe) Ltd. for on March 01, 2024.
New Risk • Mar 01New 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 6.8% 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: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Jan 30Luceco plc Provides Earnings Guidance for the Year 2023Luceco plc provided earnings guidance for the year 2023. The Group expects to report full year 2023 revenue of £209 million.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.81, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electrical industry in Europe. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.62 per share.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.43, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electrical industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.46 per share.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Julia Hendrickson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Sep 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.3%. The fair value is estimated to be €1.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 39% in the next 2 years.
Reported Earnings • Sep 06First half 2023 earnings released: EPS: UK£0.034 (vs UK£0.027 in 1H 2022)First half 2023 results: EPS: UK£0.034 (up from UK£0.027 in 1H 2022). Revenue: UK£101.1m (down 5.0% from 1H 2022). Net income: UK£5.30m (up 26% from 1H 2022). Profit margin: 5.2% (up from 3.9% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 05+ 2 more updatesLuceco plc to Report First Half, 2024 Results on Sep 10, 2024Luceco plc announced that they will report first half, 2024 results on Sep 10, 2024
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Electrical industry in Europe. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.21 per share.
お知らせ • May 11Luceco plc Approves Final DividendLuceco plc at its AGM held on May 10, 2023 approved final dividend of 3.0 pence per ordinary share.
お知らせ • May 10Luceco plc Proposes Final Dividend, Payable on 19 May 2023Luceco plc proposing to pay a final dividend of 3.0p, subject to approval at the AGM This final dividend takes the full-year dividend to 4.6p representing a payout of 41% of 2022 earnings and 100% increase on 2019. The final dividend will be paid on 19 May 2023 to shareholders on the register on 11 April 2023.
Upcoming Dividend • Mar 30Upcoming dividend of UK£0.03 per share at 3.7% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: UK£0.071 (vs UK£0.18 in FY 2021)Full year 2022 results: EPS: UK£0.071 (down from UK£0.18 in FY 2021). Revenue: UK£206.3m (down 9.6% from FY 2021). Net income: UK£11.0m (down 59% from FY 2021). Profit margin: 5.3% (down from 12% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improved over the past weekAfter last week's 32% share price gain to €1.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 4.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.40 per share.
お知らせ • Jan 20+ 1 more updateLuceco plc Announces CFO ChangesLuceco plc announced that Matt Webb has informed the Board of his decision to step down as Chief Financial Officer after five years in the role in order to pursue other opportunities. Matt will step down on31 March 2023 and will be succeeded as Chief Financial Officer by Will Hoy, who currently serves as Audit Committee Chair and Non-Executive Director of the Company. Will Hoy will assume an Executive Director position from 1 March 2023 before becoming Chief Financial Officer on 1 April 2023, in order to effect an orderly handover. Will held a number of senior finance roles in a career with GKN that spanned over 20 years, including three years as Chief Financial Officer of GKN Aerospace and nine years as Head of Corporate Finance in which he oversaw GKN plc's M&A activities. Prior to joining GKN, Will qualified as a Chartered Accountant at KPMG LLP and worked in its Corporate Finance department.
お知らせ • Jan 19Luceco plc Provides Earnings Guidance for 2022 Full YearLuceco plc provided earnings guidance for 2022 full year. For the period, the Group expects to report full year revenue of £206 million.
お知らせ • Oct 20Luceco plc Provides Earnings Guidance for Year 2023Luceco plc provided earnings guidance for year 2023. For the period, the company expects if pressure on residential RMI activity from reduced household disposable income and fewer housing transactions continues as expected, this is likely to lead to profits in 2023 being similar to 2022, with performance underpinned by tailwinds from reduced customer destocking, growth in EV charger sales and input cost deflation.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 25% share price gain to €1.06, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 26x in the Electrical industry in Germany. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Sep 07First half 2022 earnings released: EPS: UK£0.027 (vs UK£0.087 in 1H 2021)First half 2022 results: EPS: UK£0.027 (down from UK£0.087 in 1H 2021). Revenue: UK£106.4m (down 1.7% from 1H 2021). Net income: UK£4.20m (down 69% from 1H 2021). Profit margin: 3.9% (down from 12% in 1H 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Sep 07+ 3 more updatesLuceco plc, Annual General Meeting, May 10, 2023Luceco plc, Annual General Meeting, May 10, 2023.
お知らせ • Jul 20Luceco plc Announces Revenue Expectation for First Half 2022Luceco plc announced revenue expectation for first half 2022. expect to report revenue of £106 million (H1 2021: £108.2 million). On a like-for-like basis, The company expects first half revenue to be 17% lower than H1 2021, but 13% ahead of the Group's H1 2019 pre-COVID performance.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.18, the stock trades at a trailing P/E ratio of 6x. Average forward P/E is 24x in the Electrical industry in Germany. Total loss to shareholders of 70% over the past year.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.51, the stock trades at a trailing P/E ratio of 7.2x. Average forward P/E is 26x in the Electrical industry in Germany. Total loss to shareholders of 63% over the past year.
お知らせ • May 31Luceco plc Announces Appointment of Julia Hendrickson as Non-Executive Director and Member of the Audit and Remuneration CommitteesLuceco plc announced the appointment of Julia Hendrickson as a Non-Executive Director with effect from 1 June 2022. Julia has spent her career in commercial leadership roles within large retail and FMCG organisations. She brings extensive international experience in developing and implementing customer-focused commercial strategy, including within the e-commerce channel. She most recently led the Commercial & Marketing function within the International Retail division of Walgreens Boots Alliance and was Managing Director of its European retail business. She previously spent 12 years with Tesco which included responsibility for development of the Tesco Direct online platform. Julia will become a member of the Audit and Remuneration Committees from 1 October 2022.
お知らせ • May 14Luceco plc Approves Final DividendLuceco plc announced that at Annual General Meeting held on 12 May 2022, approved to declare a final dividend of 5.5 pence per ordinary share.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 34% share price decline to €1.51, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 23x in the Electrical industry in Germany. Total loss to shareholders of 57% over the past year.
Upcoming Dividend • Mar 31Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.46, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Electrical industry in Germany. Total loss to shareholders of 10% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.32 per share.
Recent Insider Transactions • Feb 08CEO & Executive Director recently sold €10m worth of stockOn the 7th of February, Jonathan Hornby sold around 3m shares on-market at roughly €3.55 per share. This was the largest sale by an insider in the last 3 months. This was Jonathan's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.08, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Electrical industry in Germany. Total returns to shareholders of 77% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.27 per share.
Recent Insider Transactions • Sep 29Insider recently sold €1.3m worth of stockOn the 24th of September, Wayne Hill sold around 312k shares on-market at roughly €4.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 24Insider recently sold €236k worth of stockOn the 17th of September, Wayne Hill sold around 54k shares on-market at roughly €4.34 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 113% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €5.93 per share.
Reported Earnings • Sep 09First half 2021 earnings released: EPS UK£0.087 (vs UK£0.044 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£108.2m (up 51% from 1H 2020). Net income: UK£13.4m (up 97% from 1H 2020). Profit margin: 12% (up from 9.5% in 1H 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electrical industry in Germany. Total returns to shareholders of 178% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.11 per share.
お知らせ • Jul 16Luceco plc Provides Earnings Guidance for the Full Year 2021Luceco plc provides earring guidance for the full year 2021, the company expects revenue of at least £220 million, 25% higher than 2020 and 28% higher than 2019.
お知らせ • May 13Luceco plc Provides Earnings Guidance for the First Half of 2021Luceco plc provided earnings guidance for the first half of 2021. For the period, the company expects revenue of approximately £105 million, with revenue growth of 47% against first half of 2020.
Upcoming Dividend • Apr 15Upcoming dividend of UK£0.047 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 28 May 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to UK£3.44, the stock trades at a trailing P/E ratio of 16.1x. Average forward P/E is 32x in the Electrical industry in Germany. Total returns to shareholders of 368% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.56 per share.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.18 (vs UK£0.083 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£176.2m (up 2.4% from FY 2019). Net income: UK£27.9m (up 113% from FY 2019). Profit margin: 16% (up from 7.6% in FY 2019). The increase in margin was primarily driven by lower expenses.
Recent Insider Transactions • Feb 20Insider recently sold €270k worth of stockOn the 17th of February, Wayne Hill sold around 89k shares on-market at roughly €3.05 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €989k more than they bought in the last 12 months.
Is New 90 Day High Low • Jan 07New 90-day high: €3.13The company is up 34% from its price of €2.34 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Electrical industry, which is also up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.68 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €2.92The company is up 44% from its price of €2.02 on 20 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.58 per share.
Recent Insider Transactions • Nov 07Insider recently sold €719k worth of stockOn the 5th of November, Wayne Hill sold around 260k shares on-market at roughly €2.77 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Oct 23Market bids up stock over the past weekAfter last week's 18% share price gain to UK£2.69, the stock is trading at a trailing P/E ratio of 25.3x, up from the previous P/E ratio of 21.5x. This compares to an average P/E of 31x in the Electrical industry in Germany. Total returns to shareholders over the past year are 157%.
Is New 90 Day High Low • Oct 21New 90-day high: €2.63The company is up 86% from its price of €1.42 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.19 per share.
お知らせ • Oct 20Luceco plc Revises Earnings Guidance for the Full Year 2020Luceco plc revised earnings guidance for the full year 2020. Assuming no major COVID-related disruption to distribution operations, strong momentum throughout third quarter and a healthy order book for fourth quarter covering approximately half of the Group's expected revenue for the quarter allow to increase guidance for full year 2020 as follows: Revenue of between £172 million and £176 million.
Is New 90 Day High Low • Oct 06New 90-day high: €2.35The company is up 111% from its price of €1.11 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical 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 €1.13 per share.
お知らせ • Sep 09+ 1 more updateLuceco plc to Report Fiscal Year 2020 Results on Mar 23, 2021Luceco plc announced that they will report fiscal year 2020 results on Mar 23, 2021
お知らせ • Aug 19Luceco plc to Report First Half, 2020 Results on Sep 08, 2020Luceco plc announced that they will report first half, 2020 results on Sep 08, 2020