View ValuationInterpump Group 将来の成長Future 基準チェック /16Interpump Group利益と収益がそれぞれ年間10.1%と3.7%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10.3% 9.4%なると予測されています。主要情報10.1%収益成長率9.36%EPS成長率Machinery 収益成長24.8%収益成長率3.7%将来の株主資本利益率10.35%アナリストカバレッジGood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 updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: €0.54 (vs €0.53 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (up from €0.53 in 1Q 2025). Revenue: €524.8m (flat on 1Q 2025). Net income: €57.1m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.Board Change • May 20Insufficient 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. 9 experienced directors. 2 highly experienced directors. Independent Director Elena Iotti was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 24Interpump Group S.p.A. announces Annual dividend, payable on May 20, 2026Interpump Group S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.お知らせ • Dec 30+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2026 Results on Nov 13, 2026Interpump Group S.p.A. announced that they will report Q3, 2026 results on Nov 13, 2026お知らせ • Mar 25Interpump Group S.p.A. announces Annual dividend, payable on May 21, 2025Interpump Group S.p.A. announced Annual dividend of EUR 0.3300 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.お知らせ • Jan 24Interpump Group S.p.A. to Report Fiscal Year 2024 Final Results on Mar 21, 2025Interpump Group S.p.A. announced that they will report fiscal year 2024 final results on Mar 21, 2025お知らせ • Jan 22+ 3 more updatesInterpump Group S.p.A. to Report Q4, 2024 Results on Feb 14, 2025Interpump Group S.p.A. announced that they will report Q4, 2024 results on Feb 14, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.47 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.67 in 3Q 2023). Revenue: €492.8m (down 8.0% from 3Q 2023). Net income: €50.0m (down 30% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.58 (vs €0.76 in 2Q 2023)Second quarter 2024 results: EPS: €0.58 (down from €0.76 in 2Q 2023). Revenue: €549.8m (down 7.2% from 2Q 2023). Net income: €62.1m (down 24% from 2Q 2023). Profit margin: 11% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.お知らせ • Jun 05Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million.Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million on June 3, 2024. In 2023, the Company generated revenues of approximately €28 million, with an EBITDA margin of approximately 26% and cash of €11 million. The total price of the transaction was set at €55.2 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) on June 3, 2024.Buy Or Sell Opportunity • Jun 03Now 20% overvaluedOver the last 90 days, the stock has fallen 1.8% to €42.46. The fair value is estimated to be €35.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.63 (vs €0.80 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.80 in 1Q 2023). Revenue: €545.9m (down 7.8% from 1Q 2023). Net income: €67.2m (down 21% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.Upcoming Dividend • May 13Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to €42.00. The fair value is estimated to be €34.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.Buy Or Sell Opportunity • Apr 09Now 26% overvaluedOver the last 90 days, the stock has fallen 3.9% to €43.88. The fair value is estimated to be €34.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Declared Dividend • Mar 22Dividend increased to €0.32Dividend of €0.32 is 6.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €2.57 (vs €2.52 in FY 2022)Full year 2023 results: EPS: €2.57 (up from €2.52 in FY 2022). Revenue: €2.24b (up 7.8% from FY 2022). Net income: €274.3m (up 2.9% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany.Recent Insider Transactions • Jan 17CEO & Executive Director recently sold €555k worth of stockOn the 10th of January, Fabio Marasi sold around 12k shares on-market at roughly €46.21 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Fabio has been a net seller over the last 12 months, reducing personal holdings by €1.1m.お知らせ • Jan 02Interpump Group S.p.A. to Report Fiscal Year 2023 Final Results on Mar 18, 2024Interpump Group S.p.A. announced that they will report fiscal year 2023 final results on Mar 18, 2024お知らせ • Dec 31+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2024 Results on Nov 14, 2024Interpump Group S.p.A. announced that they will report Q3, 2024 results on Nov 14, 2024お知らせ • Dec 30Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024.Recent Insider Transactions • Dec 13CEO & Executive Director recently sold €550k worth of stockOn the 7th of December, Fabio Marasi sold around 13k shares on-market at roughly €44.03 per share. This transaction amounted to 42% 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 Fabio's only on-market trade for the last 12 months.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anna Svelto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.67 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (down from €0.71 in 3Q 2022). Revenue: €535.9m (up 3.3% from 3Q 2022). Net income: €71.6m (down 3.8% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.76 (vs €0.69 in 2Q 2022)Second quarter 2023 results: EPS: €0.76 (up from €0.69 in 2Q 2022). Revenue: €592.2m (up 10% from 2Q 2022). Net income: €81.5m (up 12% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.お知らせ • May 19Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million.Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million on May 18, 2023. For period ended March 2023, Waikato Group reported turnover of NZD 80 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Waikato Milking Systems NZ LP and WMS GP LIMITED on May 18, 2023.Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.80 (vs €0.62 in 1Q 2022)First quarter 2023 results: EPS: €0.80 (up from €0.62 in 1Q 2022). Revenue: €592.3m (up 21% from 1Q 2022). Net income: €85.1m (up 30% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.Upcoming Dividend • May 15Upcoming dividend of €0.30 per share at 0.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €2.52 (vs €1.84 in FY 2021)Full year 2022 results: EPS: €2.52 (up from €1.84 in FY 2021). Revenue: €2.08b (up 30% from FY 2021). Net income: €266.3m (up 36% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Federica Menichetti was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 18Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023. Agenda: To consider approval of 2022 financial statement.お知らせ • Jan 17+ 3 more updatesInterpump Group S.p.A. to Report Fiscal Year 2022 Results on Mar 17, 2023Interpump Group S.p.A. announced that they will report fiscal year 2022 results on Mar 17, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.69 (vs €0.69 in 2Q 2021)Second quarter 2022 results: EPS: €0.69 (down from €0.69 in 2Q 2021). Revenue: €537.6m (up 33% from 2Q 2021). Net income: €72.7m (down 1.5% from 2Q 2021). Profit margin: 14% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 9.5% growth forecast for the industry in Germany.Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.62 (vs €0.50 in 1Q 2021)First quarter 2022 results: EPS: €0.62 (up from €0.50 in 1Q 2021). Revenue: €488.7m (up 30% from 1Q 2021). Net income: €65.4m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 11% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.11 per share.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.84 (up from €1.60 in FY 2020). Revenue: €1.60b (up 24% from FY 2020). Net income: €196.0m (up 15% from FY 2020). Profit margin: 12% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.お知らせ • Feb 07Interpump Group S.p.A. to Report Fiscal Year 2021 Results on Mar 18, 2022Interpump Group S.p.A. announced that they will report fiscal year 2021 results on Mar 18, 2022Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.46 (vs €0.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €373.5m (up 19% from 3Q 2020). Net income: €49.5m (up 27% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020).Board Change • Sep 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy Chairman Giovanni Tamburi was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DB:8IG - 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12/31/20282,296280275394612/31/20272,215252248352812/31/20262,11722624833283/31/20262,074208236322N/A12/31/20252,071208233334N/A9/30/20252,066219225335N/A6/30/20252,060214211325N/A3/31/20252,054217215347N/A12/31/20242,078227219357N/A9/30/20242,108215215361N/A6/30/20242,151237201365N/A3/31/20242,194256181349N/A12/31/20232,240274164333N/A9/30/20232,253292143317N/A6/30/20232,236295104267N/A3/31/20232,18228681230N/A12/31/20222,07826671204N/A9/30/20221,99523245174N/A6/30/20221,84920765190N/A3/31/20221,717208115232N/A12/31/20211,604196148257N/A9/30/20211,495246205286N/A6/30/20211,436235218286N/A3/31/20211,326191219281N/A12/31/20201,294171218281N/A9/30/20201,297146211277N/A6/30/20201,305150197267N/A3/31/20201,369167174253N/A12/31/20191,369179N/A213N/A9/30/20191,352171N/A180N/A6/30/20191,339171N/A169N/A3/31/20191,310166N/A139N/A12/31/20181,279173N/A149N/A9/30/20181,221173N/A147N/A6/30/20181,171163N/A146N/A3/31/20181,126154N/A137N/A12/31/20171,087134N/A142N/A9/30/20171,048119N/A141N/A6/30/20171,009111N/A135N/A3/31/2017969104N/A143N/A12/31/201692394N/A126N/A9/30/201690690N/A124N/A6/30/201690086N/A116N/A3/31/2016899110N/A107N/A12/31/2015895118N/A114N/A9/30/2015844109N/A103N/A6/30/2015798105N/A92N/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: 8IGの予測収益成長率 (年間10.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 8IGの収益 ( 10.1% ) 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: 8IG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: 8IGの収益 ( 3.7% ) 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: 8IGの収益 ( 3.7% ) 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: 8IG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 ( 10.3 %)。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2026/05/25 04:24終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Interpump Group S.p.A. 8 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。12 アナリスト機関Paola SagliettiBanca Akros S.p.A. (ESN)Paola SagliettiBanca Akros S.p.A. (ESN)Fraser DonlonBerenberg9 その他のアナリストを表示
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.54 (vs €0.53 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (up from €0.53 in 1Q 2025). Revenue: €524.8m (flat on 1Q 2025). Net income: €57.1m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.
Board Change • May 20Insufficient 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. 9 experienced directors. 2 highly experienced directors. Independent Director Elena Iotti was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 24Interpump Group S.p.A. announces Annual dividend, payable on May 20, 2026Interpump Group S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
お知らせ • Dec 30+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2026 Results on Nov 13, 2026Interpump Group S.p.A. announced that they will report Q3, 2026 results on Nov 13, 2026
お知らせ • Mar 25Interpump Group S.p.A. announces Annual dividend, payable on May 21, 2025Interpump Group S.p.A. announced Annual dividend of EUR 0.3300 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
お知らせ • Jan 24Interpump Group S.p.A. to Report Fiscal Year 2024 Final Results on Mar 21, 2025Interpump Group S.p.A. announced that they will report fiscal year 2024 final results on Mar 21, 2025
お知らせ • Jan 22+ 3 more updatesInterpump Group S.p.A. to Report Q4, 2024 Results on Feb 14, 2025Interpump Group S.p.A. announced that they will report Q4, 2024 results on Feb 14, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.47 (vs €0.67 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.67 in 3Q 2023). Revenue: €492.8m (down 8.0% from 3Q 2023). Net income: €50.0m (down 30% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.58 (vs €0.76 in 2Q 2023)Second quarter 2024 results: EPS: €0.58 (down from €0.76 in 2Q 2023). Revenue: €549.8m (down 7.2% from 2Q 2023). Net income: €62.1m (down 24% from 2Q 2023). Profit margin: 11% (down from 14% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
お知らせ • Jun 05Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million.Interpump Group S.p.A. (BIT:IP) acquired Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) for €55.2 million on June 3, 2024. In 2023, the Company generated revenues of approximately €28 million, with an EBITDA margin of approximately 26% and cash of €11 million. The total price of the transaction was set at €55.2 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Alfa Valvole Srl from IDEX Corporation (NYSE:IEX) on June 3, 2024.
Buy Or Sell Opportunity • Jun 03Now 20% overvaluedOver the last 90 days, the stock has fallen 1.8% to €42.46. The fair value is estimated to be €35.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.63 (vs €0.80 in 1Q 2023)First quarter 2024 results: EPS: €0.63 (down from €0.80 in 1Q 2023). Revenue: €545.9m (down 7.8% from 1Q 2023). Net income: €67.2m (down 21% from 1Q 2023). Profit margin: 12% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.
Upcoming Dividend • May 13Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).
Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to €42.00. The fair value is estimated to be €34.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
Buy Or Sell Opportunity • Apr 09Now 26% overvaluedOver the last 90 days, the stock has fallen 3.9% to €43.88. The fair value is estimated to be €34.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Declared Dividend • Mar 22Dividend increased to €0.32Dividend of €0.32 is 6.7% higher than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 20%.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €2.57 (vs €2.52 in FY 2022)Full year 2023 results: EPS: €2.57 (up from €2.52 in FY 2022). Revenue: €2.24b (up 7.8% from FY 2022). Net income: €274.3m (up 2.9% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Machinery industry in Germany.
Recent Insider Transactions • Jan 17CEO & Executive Director recently sold €555k worth of stockOn the 10th of January, Fabio Marasi sold around 12k shares on-market at roughly €46.21 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Fabio has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
お知らせ • Jan 02Interpump Group S.p.A. to Report Fiscal Year 2023 Final Results on Mar 18, 2024Interpump Group S.p.A. announced that they will report fiscal year 2023 final results on Mar 18, 2024
お知らせ • Dec 31+ 3 more updatesInterpump Group S.p.A. to Report Q3, 2024 Results on Nov 14, 2024Interpump Group S.p.A. announced that they will report Q3, 2024 results on Nov 14, 2024
お知らせ • Dec 30Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024Interpump Group S.p.A., Annual General Meeting, Apr 26, 2024.
Recent Insider Transactions • Dec 13CEO & Executive Director recently sold €550k worth of stockOn the 7th of December, Fabio Marasi sold around 13k shares on-market at roughly €44.03 per share. This transaction amounted to 42% 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 Fabio's only on-market trade for the last 12 months.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anna Svelto was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.67 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.67 (down from €0.71 in 3Q 2022). Revenue: €535.9m (up 3.3% from 3Q 2022). Net income: €71.6m (down 3.8% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.76 (vs €0.69 in 2Q 2022)Second quarter 2023 results: EPS: €0.76 (up from €0.69 in 2Q 2022). Revenue: €592.2m (up 10% from 2Q 2022). Net income: €81.5m (up 12% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.
お知らせ • May 19Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million.Interpump Group S.p.A. (BIT:IP) acquired Waikato Milking Systems NZ LP and WMS GP LIMITED for enterprise value of NZD 51.9 million on May 18, 2023. For period ended March 2023, Waikato Group reported turnover of NZD 80 million.Interpump Group S.p.A. (BIT:IP) completed the acquisition of Waikato Milking Systems NZ LP and WMS GP LIMITED on May 18, 2023.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.80 (vs €0.62 in 1Q 2022)First quarter 2023 results: EPS: €0.80 (up from €0.62 in 1Q 2022). Revenue: €592.3m (up 21% from 1Q 2022). Net income: €85.1m (up 30% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.
Upcoming Dividend • May 15Upcoming dividend of €0.30 per share at 0.6% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €2.52 (vs €1.84 in FY 2021)Full year 2022 results: EPS: €2.52 (up from €1.84 in FY 2021). Revenue: €2.08b (up 30% from FY 2021). Net income: €266.3m (up 36% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Federica Menichetti was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 18Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023Interpump Group S.p.A., Annual General Meeting, Apr 28, 2023. Agenda: To consider approval of 2022 financial statement.
お知らせ • Jan 17+ 3 more updatesInterpump Group S.p.A. to Report Fiscal Year 2022 Results on Mar 17, 2023Interpump Group S.p.A. announced that they will report fiscal year 2022 results on Mar 17, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.71 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (up from €0.46 in 3Q 2021). Revenue: €518.6m (up 39% from 3Q 2021). Net income: €74.4m (up 50% from 3Q 2021). Profit margin: 14% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.69 (vs €0.69 in 2Q 2021)Second quarter 2022 results: EPS: €0.69 (down from €0.69 in 2Q 2021). Revenue: €537.6m (up 33% from 2Q 2021). Net income: €72.7m (down 1.5% from 2Q 2021). Profit margin: 14% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 9.5% growth forecast for the industry in Germany.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.62 (vs €0.50 in 1Q 2021)First quarter 2022 results: EPS: €0.62 (up from €0.50 in 1Q 2021). Revenue: €488.7m (up 30% from 1Q 2021). Net income: €65.4m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 11% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €34.11 per share.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.84 (up from €1.60 in FY 2020). Revenue: €1.60b (up 24% from FY 2020). Net income: €196.0m (up 15% from FY 2020). Profit margin: 12% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in Germany.
お知らせ • Feb 07Interpump Group S.p.A. to Report Fiscal Year 2021 Results on Mar 18, 2022Interpump Group S.p.A. announced that they will report fiscal year 2021 results on Mar 18, 2022
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.46 (vs €0.36 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €373.5m (up 19% from 3Q 2020). Net income: €49.5m (up 27% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020).
Board Change • Sep 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Deputy Chairman Giovanni Tamburi was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.