View Future GrowthMacfarlane Group 過去の業績過去 基準チェック /16Macfarlane Groupの収益は年間平均-2.1%の割合で減少していますが、 Trade Distributors業界の収益は年間 増加しています。収益は年間0.7% 4.1%割合で 増加しています。 Macfarlane Groupの自己資本利益率は5.2%であり、純利益率は2.1%です。主要情報-2.12%収益成長率-2.30%EPS成長率Trade Distributors 業界の成長41.65%収益成長率4.14%株主資本利益率5.24%ネット・マージン2.10%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Aug 26First half 2024 earnings released: EPS: UK£0.045 (vs UK£0.047 in 1H 2023)First half 2024 results: EPS: UK£0.045 (down from UK£0.047 in 1H 2023). Revenue: UK£129.6m (down 8.5% from 1H 2023). Net income: UK£7.24m (down 3.6% from 1H 2023). Profit margin: 5.6% (up from 5.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026Buy Or Sell Opportunity • Jan 04Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to €0.79. The fair value is estimated to be €0.66, however this is not to be taken as a sell 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 3.8%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 20% in the next 2 years.お知らせ • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Aug 26First half 2024 earnings released: EPS: UK£0.045 (vs UK£0.047 in 1H 2023)First half 2024 results: EPS: UK£0.045 (down from UK£0.047 in 1H 2023). Revenue: UK£129.6m (down 8.5% from 1H 2023). Net income: UK£7.24m (down 3.6% from 1H 2023). Profit margin: 5.6% (up from 5.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 24First half dividend of UK£0.0096 announcedShareholders will receive a dividend of UK£0.0096. Ex-date: 12th September 2024 Payment date: 10th October 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024お知らせ • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.Buy Or Sell Opportunity • Jul 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €1.36. 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 10% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.57 per share.お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.Recent Insider Transactions • Mar 30Chief Executive & Executive Director recently sold €264k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly €1.56 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by €511k.Declared Dividend • Mar 03Final dividend of UK£0.026 announcedShareholders will receive a dividend of UK£0.026. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.お知らせ • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €1.40. The fair value is estimated to be €1.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.お知らせ • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.Recent Insider Transactions • Sep 08Chief Executive & Executive Director recently sold €247k worth of stockOn the 5th of September, Peter Atkinson sold around 192k shares on-market at roughly €1.28 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Reported Earnings • Aug 25First half 2023 earnings released: EPS: UK£0.047 (vs UK£0.044 in 1H 2022)First half 2023 results: EPS: UK£0.047 (up from UK£0.044 in 1H 2022). Revenue: UK£141.6m (up 1.7% from 1H 2022). Net income: UK£7.51m (up 7.7% from 1H 2022). Profit margin: 5.3% (up from 5.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 24+ 1 more updateMacfarlane Group PLC Announces Interim Dividend for the Six Months Ended June 30, 2023, Payable on October 12, 2023Macfarlane Group PLC announced interim dividend increased to 0.94 pence per share for the six months ended June 30, 2023 (first half 2022: 0.90 pence per share) - to be paid on 12 October 2023 to shareholders on the register as at 15 September 2023 (ex-dividend date 14 September 2023).お知らせ • Aug 04Macfarlane Group PLC to Report First Half, 2023 Results on Aug 24, 2023Macfarlane Group PLC announced that they will report first half, 2023 results on Aug 24, 2023Buying Opportunity • Jun 21Now 27% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be €1.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 3.1% per annum over the same time period.Upcoming Dividend • May 04Upcoming dividend of UK£0.025 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: UK£0.099 (vs UK£0.087 in FY 2021)Full year 2022 results: EPS: UK£0.099 (up from UK£0.087 in FY 2021). Revenue: UK£290.4m (up 9.8% from FY 2021). Net income: UK£15.7m (up 14% from FY 2021). Profit margin: 5.4% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.お知らせ • Feb 15Macfarlane Group PLC to Report Fiscal Year 2022 Results on Feb 23, 2023Macfarlane Group PLC announced that they will report fiscal year 2022 results on Feb 23, 2023Board Change • Oct 02Less than half of directors are independentFollowing Non-Executive Director Laura Whyte's arrival on 01 October 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 15Macfarlane Group PLC Announces Executive ChangesThe Board of Macfarlane Group PLC announced the appointment of Laura Whyte as a non-executive director with effect from 1 October 2022. She has also been appointed as Chair of Macfarlane Group's Remuneration Committee, succeeding Aleen Gulvanessian, who will become Chair of Macfarlane Group on 1 October. Laura had a long-standing career at John Lewis where she served on the Management Board for over ten years, latterly as HR Director. She led several business initiatives in support of retailing, with a particular focus on the customer experience. Since 2014 she has worked as a non-executive director with several organisations. Her roles include Capital and Regional plc where she chairs the Remuneration and ESG Committees and is a member of the Audit and Nominations Committees, The British Horseracing Authority and the Old Naval College Greenwich.Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.Reported Earnings • Aug 26First half 2022 earnings released: EPS: UK£0.044 (vs UK£0.038 in 1H 2021)First half 2022 results: EPS: UK£0.044 (up from UK£0.038 in 1H 2021). Revenue: UK£139.2m (up 4.3% from 1H 2021). Net income: UK£6.98m (up 16% from 1H 2021). Profit margin: 5.0% (up from 4.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.8%, compared to a 8.1% growth forecast for the Trade Distributors industry in Germany.お知らせ • Aug 25Macfarlane Group PLC Declares Interim Dividend, Payable on October 13, 2022Macfarlane Group PLC announced that interim dividend increased to 0.90 pence per share (H1 2021: 0.87 pence per share) - to be paid on 13 October 2022 to shareholders on the register as at 16 September 2022.お知らせ • Aug 05Macfarlane Group PLC to Report First Half, 2022 Results on Aug 25, 2022Macfarlane Group PLC announced that they will report first half, 2022 results on Aug 25, 2022お知らせ • May 18Macfarlane Group PLC (LSE:MACF) acquired Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh for €8.625 million.Macfarlane Group PLC (LSE:MACF) acquired Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh for €8.625 million on May 17, 2022. Macfarlane has acquired 100% of PackMann for a maximum cash consideration of €8.625 million (including an earn-out of €1.75 million based on agreed profit growth targets over two years) and a recovery for closing adjustments estimated to be €0.6 million, including €0.6 million of net bank debt. The consideration will be financed through the Group’s existing €53.15 million bank facility. For the year ended 31 December 2021, PackMann generated sales of €12.8 million, EBITDA of €0.9 million and pre-tax profits of €0.8 million. Macfarlane Group PLC (LSE:MACF) completed the acquisition of Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh on May 17, 2022.Upcoming Dividend • May 05Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.1%). In line with average of industry peers (2.5%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: UK£0.087 (vs UK£0.062 in FY 2020)Full year 2021 results: EPS: UK£0.087 (up from UK£0.062 in FY 2020). Revenue: UK£264.5m (up 26% from FY 2020). Net income: UK£13.7m (up 41% from FY 2020). Profit margin: 5.2% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 10.0% growth forecast for the industry in Germany.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.087 (up from UK£0.064 in FY 2020). Revenue: UK£264.5m (up 15% from FY 2020). Net income: UK£13.7m (up 35% from FY 2020). Profit margin: 5.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 5.3%, compared to a 8.6% growth forecast for the industry in Germany.お知らせ • Feb 25+ 1 more updateMacfarlane Group PLC Proposes Final Dividend for the Full Year 2021, Payable on 1 June 2022The Board of Macfarlane Group PLC is proposing a final dividend of 2.33 pence per share, amounting to a full year dividend of 3.20 pence per share, compared to the prior year dividend of 2.55 pence per share. Subject to the approval of shareholders at the Annual General Meeting on 10 May 2022, the final dividend will be paid on 1 June 2022 to those shareholders on the register at 13 May 2022.お知らせ • Feb 11Macfarlane Group PLC to Report Fiscal Year 2021 Results on Feb 24, 2022Macfarlane Group PLC announced that they will report fiscal year 2021 results on Feb 24, 2022お知らせ • Jan 05The Reflex Group Ltd acquired Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) for £6.4 million.The Reflex Group Ltd acquired Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) for £6.4 million on December 31, 2021. 95% of the consideration was paid on completion with the balance payable within three months of completion, subject to any adjustment following finalisation and agreement of the net asset value of Macfarlane Labels at the completion date. For the year ended 31 December 2020, Macfarlane Labels generated profit before tax of £0.3 million and as at 31 December 2020 had gross assets of £15.1 million. Macfarlane Labels employs 109 employees who will remain in the business after the sale. The proceeds from the sale will be strategically invested in the continuing growth of Macfarlane's protective packaging businesses. The Reflex Group Ltd completed the acquisition of Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) on December 31, 2021.Board Change • Sep 14Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.Board Change • Sep 09Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.Board Change • Sep 06Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.Board Change • Sep 01Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.Executive Departure • Sep 01Independent Non-Executive Director Andrea Dunstan has left the companyOn the 1st of September, Andrea Dunstan's tenure as Independent Non-Executive Director ended after 3.0 years in the role. As of June 2021, Andrea still personally held only 10.00k shares (€13k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Aug 28First half 2021 earnings released: EPS UK£0.038 (vs UK£0.018 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£133.5m (up 27% from 1H 2020). Net income: UK£6.04m (up 114% from 1H 2020). Profit margin: 4.5% (up from 2.7% in 1H 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • May 06Upcoming dividend of UK£0.018 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 03 June 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.6%).Reported Earnings • Apr 05Full year 2020 earnings released: EPS UK£0.064 (vs UK£0.061 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£230.0m (up 2.1% from FY 2019). Net income: UK£10.2m (up 5.9% from FY 2019). Profit margin: 4.4% (up from 4.3% in FY 2019). The increase in margin was driven by higher revenue.Executive Departure • Apr 03Executive Director has left the companyOn the 31st of March, John Love's tenure as Executive Director ended after less than a year in the role. As of December 2020, John personally held 800.00k shares (€750k worth at the time). John is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£230.0m (up 2.1% from FY 2019). Net income: UK£10.2m (up 4.5% from FY 2019). Profit margin: 4.4% (up from 4.3% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.8% growth forecast for the Packaging industry in Germany.Is New 90 Day High Low • Feb 26New 90-day high: €1.07The company is up 11% from its price of €0.96 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 9.0% over the same period.お知らせ • Feb 25Macfarlane Group PLC, Annual General Meeting, May 11, 2021Macfarlane Group PLC, Annual General Meeting, May 11, 2021, at 12:00 GMT Standard Time.お知らせ • Feb 16Macfarlane Group PLC to Report Fiscal Year 2020 Results on Feb 25, 2021Macfarlane Group PLC announced that they will report fiscal year 2020 results on Feb 25, 2021お知らせ • Dec 15Macfarlane Group PLC Appoints James Macdonald as Company SecretaryMacfarlane Group PLC announced the appointment of James Macdonald as company secretary effective from 1 January 2021. This will follow the resignation from the role of Company Secretary of Ivor Gray who, as announced on 19 November 2020, will take up the position of Group Finance Director from 1 January 2021. James, a chartered accountant, joined Macfarlane Group in October this year having previously worked for The Weir Group PLC and PwC.お知らせ • Nov 19+ 1 more updateMacfarlane Group PLC Announces Executive ChangesMacfarlane Group PLC announced that John Love has chosen to retire as Group Finance Director on 31st December 2020 and succeeding him in this position will be Ivor Gray whose appointment will be effective on the 1st January 2021.Is New 90 Day High Low • Nov 16New 90-day high: €1.05The company is up 2.0% from its price of €1.02 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 9.0% over the same period.収支内訳Macfarlane Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:5K6 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Dec 25301699030 Sep 25294994030 Jun 252871289031 Mar 252791485031 Dec 242701681030 Sep 242701582030 Jun 242691583031 Mar 242751583031 Dec 232811583030 Sep 232871681030 Jun 232931679031 Mar 232921678031 Dec 222901676030 Sep 222861575030 Jun 222821474031 Mar 222731472031 Dec 212641469030 Jun 212271458031 Mar 212191257031 Dec 202101056030 Sep 202271062030 Jun 20223961031 Mar 20224960031 Dec 192251059030 Sep 19224957030 Jun 19223956031 Mar 19220955031 Dec 18217955030 Sep 18213854030 Jun 18208853031 Mar 18202852031 Dec 17196751030 Sep 17192749030 Jun 17188648031 Mar 17184648031 Dec 16180647030 Sep 16176647030 Jun 16172647031 Mar 16171647031 Dec 15169546030 Sep 15166545030 Jun 151625440質の高い収益: 5K6は 高品質の収益 を持っています。利益率の向上: 5K6の現在の純利益率 (2.1%)は、昨年(5.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 5K6の収益は過去 5 年間で年間2.1%減少しました。成長の加速: 5K6は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 5K6は過去 1 年間で収益成長率がマイナス ( -59.3% ) となったため、 Trade Distributors業界平均 ( 2.8% ) と比較することが困難です。株主資本利益率高いROE: 5K6の 自己資本利益率 ( 5.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 17:22終値2026/06/11 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Macfarlane Group PLC 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Andrew SimmsBerenbergJames FletcherBerenbergCalum BattersbyBerenberg6 その他のアナリストを表示
お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Aug 26First half 2024 earnings released: EPS: UK£0.045 (vs UK£0.047 in 1H 2023)First half 2024 results: EPS: UK£0.045 (down from UK£0.047 in 1H 2023). Revenue: UK£129.6m (down 8.5% from 1H 2023). Net income: UK£7.24m (down 3.6% from 1H 2023). Profit margin: 5.6% (up from 5.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.
お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026
Buy Or Sell Opportunity • Jan 04Now 20% overvaluedOver the last 90 days, the stock has fallen 20% to €0.79. The fair value is estimated to be €0.66, however this is not to be taken as a sell 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 3.8%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to decline by 20% in the next 2 years.
お知らせ • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).
お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).
お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.
お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Aug 26First half 2024 earnings released: EPS: UK£0.045 (vs UK£0.047 in 1H 2023)First half 2024 results: EPS: UK£0.045 (down from UK£0.047 in 1H 2023). Revenue: UK£129.6m (down 8.5% from 1H 2023). Net income: UK£7.24m (down 3.6% from 1H 2023). Profit margin: 5.6% (up from 5.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 24First half dividend of UK£0.0096 announcedShareholders will receive a dividend of UK£0.0096. Ex-date: 12th September 2024 Payment date: 10th October 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).
お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024
お知らせ • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.
Buy Or Sell Opportunity • Jul 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €1.36. 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 10% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Trade Distributors industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.57 per share.
お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.
Recent Insider Transactions • Mar 30Chief Executive & Executive Director recently sold €264k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly €1.56 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by €511k.
Declared Dividend • Mar 03Final dividend of UK£0.026 announcedShareholders will receive a dividend of UK£0.026. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.
お知らせ • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024
Buy Or Sell Opportunity • Jan 23Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €1.40. The fair value is estimated to be €1.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.
お知らせ • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.
Recent Insider Transactions • Sep 08Chief Executive & Executive Director recently sold €247k worth of stockOn the 5th of September, Peter Atkinson sold around 192k shares on-market at roughly €1.28 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Reported Earnings • Aug 25First half 2023 earnings released: EPS: UK£0.047 (vs UK£0.044 in 1H 2022)First half 2023 results: EPS: UK£0.047 (up from UK£0.044 in 1H 2022). Revenue: UK£141.6m (up 1.7% from 1H 2022). Net income: UK£7.51m (up 7.7% from 1H 2022). Profit margin: 5.3% (up from 5.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 24+ 1 more updateMacfarlane Group PLC Announces Interim Dividend for the Six Months Ended June 30, 2023, Payable on October 12, 2023Macfarlane Group PLC announced interim dividend increased to 0.94 pence per share for the six months ended June 30, 2023 (first half 2022: 0.90 pence per share) - to be paid on 12 October 2023 to shareholders on the register as at 15 September 2023 (ex-dividend date 14 September 2023).
お知らせ • Aug 04Macfarlane Group PLC to Report First Half, 2023 Results on Aug 24, 2023Macfarlane Group PLC announced that they will report first half, 2023 results on Aug 24, 2023
Buying Opportunity • Jun 21Now 27% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be €1.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 3.1% per annum over the same time period.
Upcoming Dividend • May 04Upcoming dividend of UK£0.025 per share at 3.1% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: UK£0.099 (vs UK£0.087 in FY 2021)Full year 2022 results: EPS: UK£0.099 (up from UK£0.087 in FY 2021). Revenue: UK£290.4m (up 9.8% from FY 2021). Net income: UK£15.7m (up 14% from FY 2021). Profit margin: 5.4% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe.
お知らせ • Feb 15Macfarlane Group PLC to Report Fiscal Year 2022 Results on Feb 23, 2023Macfarlane Group PLC announced that they will report fiscal year 2022 results on Feb 23, 2023
Board Change • Oct 02Less than half of directors are independentFollowing Non-Executive Director Laura Whyte's arrival on 01 October 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 15Macfarlane Group PLC Announces Executive ChangesThe Board of Macfarlane Group PLC announced the appointment of Laura Whyte as a non-executive director with effect from 1 October 2022. She has also been appointed as Chair of Macfarlane Group's Remuneration Committee, succeeding Aleen Gulvanessian, who will become Chair of Macfarlane Group on 1 October. Laura had a long-standing career at John Lewis where she served on the Management Board for over ten years, latterly as HR Director. She led several business initiatives in support of retailing, with a particular focus on the customer experience. Since 2014 she has worked as a non-executive director with several organisations. Her roles include Capital and Regional plc where she chairs the Remuneration and ESG Committees and is a member of the Audit and Nominations Committees, The British Horseracing Authority and the Old Naval College Greenwich.
Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to grow by 15% in the next 2 years.
Reported Earnings • Aug 26First half 2022 earnings released: EPS: UK£0.044 (vs UK£0.038 in 1H 2021)First half 2022 results: EPS: UK£0.044 (up from UK£0.038 in 1H 2021). Revenue: UK£139.2m (up 4.3% from 1H 2021). Net income: UK£6.98m (up 16% from 1H 2021). Profit margin: 5.0% (up from 4.5% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.8%, compared to a 8.1% growth forecast for the Trade Distributors industry in Germany.
お知らせ • Aug 25Macfarlane Group PLC Declares Interim Dividend, Payable on October 13, 2022Macfarlane Group PLC announced that interim dividend increased to 0.90 pence per share (H1 2021: 0.87 pence per share) - to be paid on 13 October 2022 to shareholders on the register as at 16 September 2022.
お知らせ • Aug 05Macfarlane Group PLC to Report First Half, 2022 Results on Aug 25, 2022Macfarlane Group PLC announced that they will report first half, 2022 results on Aug 25, 2022
お知らせ • May 18Macfarlane Group PLC (LSE:MACF) acquired Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh for €8.625 million.Macfarlane Group PLC (LSE:MACF) acquired Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh for €8.625 million on May 17, 2022. Macfarlane has acquired 100% of PackMann for a maximum cash consideration of €8.625 million (including an earn-out of €1.75 million based on agreed profit growth targets over two years) and a recovery for closing adjustments estimated to be €0.6 million, including €0.6 million of net bank debt. The consideration will be financed through the Group’s existing €53.15 million bank facility. For the year ended 31 December 2021, PackMann generated sales of €12.8 million, EBITDA of €0.9 million and pre-tax profits of €0.8 million. Macfarlane Group PLC (LSE:MACF) completed the acquisition of Packmann Gesellschaft FÜR Verpackungen Und Dienstleistungen Mbh on May 17, 2022.
Upcoming Dividend • May 05Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.1%). In line with average of industry peers (2.5%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: UK£0.087 (vs UK£0.062 in FY 2020)Full year 2021 results: EPS: UK£0.087 (up from UK£0.062 in FY 2020). Revenue: UK£264.5m (up 26% from FY 2020). Net income: UK£13.7m (up 41% from FY 2020). Profit margin: 5.2% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 10.0% growth forecast for the industry in Germany.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.087 (up from UK£0.064 in FY 2020). Revenue: UK£264.5m (up 15% from FY 2020). Net income: UK£13.7m (up 35% from FY 2020). Profit margin: 5.2% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 5.3%, compared to a 8.6% growth forecast for the industry in Germany.
お知らせ • Feb 25+ 1 more updateMacfarlane Group PLC Proposes Final Dividend for the Full Year 2021, Payable on 1 June 2022The Board of Macfarlane Group PLC is proposing a final dividend of 2.33 pence per share, amounting to a full year dividend of 3.20 pence per share, compared to the prior year dividend of 2.55 pence per share. Subject to the approval of shareholders at the Annual General Meeting on 10 May 2022, the final dividend will be paid on 1 June 2022 to those shareholders on the register at 13 May 2022.
お知らせ • Feb 11Macfarlane Group PLC to Report Fiscal Year 2021 Results on Feb 24, 2022Macfarlane Group PLC announced that they will report fiscal year 2021 results on Feb 24, 2022
お知らせ • Jan 05The Reflex Group Ltd acquired Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) for £6.4 million.The Reflex Group Ltd acquired Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) for £6.4 million on December 31, 2021. 95% of the consideration was paid on completion with the balance payable within three months of completion, subject to any adjustment following finalisation and agreement of the net asset value of Macfarlane Labels at the completion date. For the year ended 31 December 2020, Macfarlane Labels generated profit before tax of £0.3 million and as at 31 December 2020 had gross assets of £15.1 million. Macfarlane Labels employs 109 employees who will remain in the business after the sale. The proceeds from the sale will be strategically invested in the continuing growth of Macfarlane's protective packaging businesses. The Reflex Group Ltd completed the acquisition of Macfarlane Labels Limited from Macfarlane Group PLC (LSE:MACF) on December 31, 2021.
Board Change • Sep 14Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.
Board Change • Sep 09Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.
Board Change • Sep 06Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.
Board Change • Sep 01Less 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. 3 non-independent directors. Senior Independent Director Bob McLellan 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.
Executive Departure • Sep 01Independent Non-Executive Director Andrea Dunstan has left the companyOn the 1st of September, Andrea Dunstan's tenure as Independent Non-Executive Director ended after 3.0 years in the role. As of June 2021, Andrea still personally held only 10.00k shares (€13k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Aug 28First half 2021 earnings released: EPS UK£0.038 (vs UK£0.018 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£133.5m (up 27% from 1H 2020). Net income: UK£6.04m (up 114% from 1H 2020). Profit margin: 4.5% (up from 2.7% in 1H 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • May 06Upcoming dividend of UK£0.018 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 03 June 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.6%).
Reported Earnings • Apr 05Full year 2020 earnings released: EPS UK£0.064 (vs UK£0.061 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£230.0m (up 2.1% from FY 2019). Net income: UK£10.2m (up 5.9% from FY 2019). Profit margin: 4.4% (up from 4.3% in FY 2019). The increase in margin was driven by higher revenue.
Executive Departure • Apr 03Executive Director has left the companyOn the 31st of March, John Love's tenure as Executive Director ended after less than a year in the role. As of December 2020, John personally held 800.00k shares (€750k worth at the time). John is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£230.0m (up 2.1% from FY 2019). Net income: UK£10.2m (up 4.5% from FY 2019). Profit margin: 4.4% (up from 4.3% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 1.6%, compared to a 5.8% growth forecast for the Packaging industry in Germany.
Is New 90 Day High Low • Feb 26New 90-day high: €1.07The company is up 11% from its price of €0.96 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 9.0% over the same period.
お知らせ • Feb 25Macfarlane Group PLC, Annual General Meeting, May 11, 2021Macfarlane Group PLC, Annual General Meeting, May 11, 2021, at 12:00 GMT Standard Time.
お知らせ • Feb 16Macfarlane Group PLC to Report Fiscal Year 2020 Results on Feb 25, 2021Macfarlane Group PLC announced that they will report fiscal year 2020 results on Feb 25, 2021
お知らせ • Dec 15Macfarlane Group PLC Appoints James Macdonald as Company SecretaryMacfarlane Group PLC announced the appointment of James Macdonald as company secretary effective from 1 January 2021. This will follow the resignation from the role of Company Secretary of Ivor Gray who, as announced on 19 November 2020, will take up the position of Group Finance Director from 1 January 2021. James, a chartered accountant, joined Macfarlane Group in October this year having previously worked for The Weir Group PLC and PwC.
お知らせ • Nov 19+ 1 more updateMacfarlane Group PLC Announces Executive ChangesMacfarlane Group PLC announced that John Love has chosen to retire as Group Finance Director on 31st December 2020 and succeeding him in this position will be Ivor Gray whose appointment will be effective on the 1st January 2021.
Is New 90 Day High Low • Nov 16New 90-day high: €1.05The company is up 2.0% from its price of €1.02 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 9.0% over the same period.