View ValuationSogeclair 将来の成長Future 基準チェック /06 Sogeclairは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Aerospace & Defense 収益成長27.1%収益成長率3.5%将来の株主資本利益率12.20%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.お知らせ • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.お知らせ • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026お知らせ • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026お知らせ • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac Franceお知らせ • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.お知らせ • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025お知らせ • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.お知らせ • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany.New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).New Risk • Sep 06New 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 7.1% 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 Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€61.0m market cap, or US$67.6m).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €23.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 28% over the past year.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €18.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 1.3% over the past year.Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).Declared Dividend • Apr 15Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.お知らせ • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.お知らせ • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% 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 • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.40, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 17% over the past year.お知らせ • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €0.86 (vs €4.84 loss in FY 2020)Full year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 5.7%, compared to a 22% growth forecast for the industry in Germany.Board Change • Dec 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DB:2U0 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028177N/A1618112/31/2027169N/A1517112/31/2026161N/A911112/31/202516061719N/A9/30/202515951819N/A6/30/202515851920N/A3/31/202515851719N/A12/31/202415741517N/A9/30/202415641012N/A6/30/2024155357N/A3/31/2024151346N/A12/31/2023148346N/A9/30/2023144312N/A6/30/20231402-2-2N/A3/31/20231372-2-1N/A12/31/20221352-20N/A9/30/20221323-4-3N/A6/30/20221303-50N/A3/31/20221253-41N/A12/31/20211213-2-1N/A9/30/2021117159N/A6/30/202111301316N/A3/31/2021118-71721N/A12/31/2020123-142226N/A9/30/2020143-121922N/A6/30/2020163-101619N/A3/31/2020174-31014N/A12/31/2019185559N/A9/30/20191805N/A6N/A6/30/20191745N/A4N/A3/31/20191676N/A2N/A12/31/20181596N/A0N/A9/30/20181546N/A2N/A6/30/20181495N/A4N/A3/31/20181485N/A6N/A12/31/20171476N/A8N/A9/30/20171456N/A9N/A6/30/20171436N/A10N/A3/31/20171406N/A9N/A12/31/20161376N/A8N/A9/30/20161345N/A4N/A6/30/20161314N/A1N/A3/31/20161293N/A0N/A12/31/20151282N/A-1N/A9/30/20151262N/A2N/A6/30/20151253N/A4N/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: 2U0の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2U0の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2U0の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2U0の収益 ( 3.5% ) 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: 2U0の収益 ( 3.5% ) 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: 2U0の 自己資本利益率 は、3年後には低くなると予測されています ( 12.2 %)。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 16:03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Sogeclair SA 1 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。5 アナリスト機関Kim-Anh BassotCIC Market Solutions (ESN)Emmanuel ParotGilbert DupontClement VignardGilbert Dupont2 その他のアナリストを表示
Board Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.
お知らせ • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.
お知らせ • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
お知らせ • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
お知らせ • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac France
お知らせ • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.
お知らせ • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
お知らせ • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.
お知らせ • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.
Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany.
New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).
New Risk • Sep 06New 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 7.1% 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 Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€61.0m market cap, or US$67.6m).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €23.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 28% over the past year.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €18.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 1.3% over the past year.
Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).
Declared Dividend • Apr 15Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.
お知らせ • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.
お知らせ • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024
Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% 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 • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.
Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.40, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total loss to shareholders of 17% over the past year.
お知らせ • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Aerospace & Defense industry in Germany.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 24Full year 2021 earnings released: EPS: €0.86 (vs €4.84 loss in FY 2020)Full year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 5.7%, compared to a 22% growth forecast for the industry in Germany.
Board Change • Dec 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.