View ValuationDürr 将来の成長Future 基準チェック /36Dürr利益と収益がそれぞれ年間60.7%と3.8%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10.8% 60.8%なると予測されています。主要情報60.7%収益成長率60.77%EPS成長率Machinery 収益成長24.6%収益成長率3.8%将来の株主資本利益率10.79%アナリストカバレッジGood最終更新日01 Jun 2026今後の成長に関する最新情報Price Target Changed • Oct 23Price target decreased by 12% to €32.81Down from €37.19, the current price target is an average from 13 analysts. New target price is 64% above last closing price of €19.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.89 last year.Price Target Changed • Jul 29Price target increased to €40.57Up from €36.64, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €41.46. Stock is up 81% over the past year.Price Target Changed • Feb 13Price target raised to €32.04Up from €29.82, the current price target is an average from 13 analysts. The new target price is 6.4% below the current share price of €34.22. As of last close, the stock is up 12% over the past year.すべての更新を表示Recent updatesDeclared Dividend • May 21Dividend increased to €0.80Dividend of €0.80 is 14% higher than last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Apr 09Dürr Aktiengesellschaft to Report Q1, 2026 Results on May 12, 2026Dürr Aktiengesellschaft announced that they will report Q1, 2026 results on May 12, 2026お知らせ • Apr 04Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026, at 11:00 W. Europe Standard Time.お知らせ • Mar 31Dürr Aktiengesellschaft announces Annual dividend, payable on May 27, 2026Dürr Aktiengesellschaft announced Annual dividend of EUR 0.8000 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €23.25. The fair value is estimated to be €18.85, 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. Meanwhile, the company became loss making.お知らせ • Oct 24Dürr Aktiengesellschaft to Report Fiscal Year 2025 Final Results on Mar 26, 2026Dürr Aktiengesellschaft announced that they will report fiscal year 2025 final results on Mar 26, 2026お知らせ • Oct 02Dürr Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 05, 2026Dürr Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 05, 2026お知らせ • Apr 04+ 1 more updateDürr Aktiengesellschaft announces Annual dividend, payable on May 21, 2025Dürr Aktiengesellschaft announced Annual dividend of EUR 0.7000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.お知らせ • Mar 28+ 1 more updateDürr Aktiengesellschaft to Report Q1, 2025 Results on May 13, 2025Dürr Aktiengesellschaft announced that they will report Q1, 2025 results on May 13, 2025お知らせ • Jan 15Dürr Aktiengesellschaft to Report Q2, 2025 Results on Aug 07, 2025Dürr Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 07, 2025Buy Or Sell Opportunity • Jan 08Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €22.12. The fair value is estimated to be €18.34, however this is not to be taken as a sell 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 13%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Dec 20+ 1 more updateDürr Aktiengesellschaft to Report Fiscal Year 2024 Final Results on Mar 28, 2025Dürr Aktiengesellschaft announced that they will report fiscal year 2024 final results on Mar 28, 2025New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.59 (down from €0.68 in 3Q 2023). Revenue: €1.16b (flat on 3Q 2023). Net income: €40.8m (down 13% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 7.8%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.28 (vs €0.55 in 2Q 2023)Second quarter 2024 results: EPS: €0.28 (down from €0.55 in 2Q 2023). Revenue: €1.18b (up 5.6% from 2Q 2023). Net income: €19.1m (down 49% from 2Q 2023). Profit margin: 1.6% (down from 3.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% 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 28% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.29 (down from €0.32 in 1Q 2023). Revenue: €1.10b (up 8.3% from 1Q 2023). Net income: €20.0m (down 11% from 1Q 2023). Profit margin: 1.8% (down from 2.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 13Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).Declared Dividend • Mar 21Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Nov 29Dürr Aktiengesellschaft to Report Nine Months, 2024 Results on Nov 07, 2024Dürr Aktiengesellschaft announced that they will report nine months, 2024 results on Nov 07, 2024お知らせ • Nov 24Dürr Aktiengesellschaft to Report First Half, 2024 Results on Aug 08, 2024Dürr Aktiengesellschaft announced that they will report first half, 2024 results on Aug 08, 2024お知らせ • Nov 22Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024.お知らせ • Nov 15Dürr Aktiengesellschaft to Report Q1, 2024 Results on May 14, 2024Dürr Aktiengesellschaft announced that they will report Q1, 2024 results on May 14, 2024お知らせ • Nov 14+ 1 more updateDürr Aktiengesellschaft to Report Fiscal Year 2023 Results on Feb 27, 2024Dürr Aktiengesellschaft announced that they will report fiscal year 2023 results on Feb 27, 2024Reported Earnings • Nov 09Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: €0.68 (up from €0.51 in 3Q 2022). Revenue: €1.16b (up 3.6% from 3Q 2022). Net income: €47.0m (up 33% from 3Q 2022). Profit margin: 4.0% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 23Price target decreased by 12% to €32.81Down from €37.19, the current price target is an average from 13 analysts. New target price is 64% above last closing price of €19.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.89 last year.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.96, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Machinery industry in Germany. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.15 per share.Reported Earnings • Aug 04Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: €0.55 (up from €0.23 in 2Q 2022). Revenue: €1.12b (up 6.8% from 2Q 2022). Net income: €37.7m (up 137% from 2Q 2022). Profit margin: 3.4% (up from 1.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% 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 • Aug 03Dürr Aktiengesellschaft to Report Nine Months, 2023 Results on Nov 09, 2023Dürr Aktiengesellschaft announced that they will report nine months, 2023 results on Nov 09, 2023お知らせ • Jun 14Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders.Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders on June 12, 2023. The enterprise value of BBS Automation is between €440 million and €480 million and depends on the development of results in 2023. Financing will be provided from cash flow as well as through existing financing instruments and a bridging loan of €500 million arranged. The automation business of BBS Automation, Teamtechnik, and Hekuma will continue to be managed in the Paint and Final Assembly Systems division within the Dürr Group. Subject to competition-law clearance of the acquisition and other regulatory prerequisites. The business figures of BBS Automation will not be reflected in the Dürr Group until the transaction is completed in the fall of 2023.Reported Earnings • May 11First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: €0.32 (down from €0.38 in 1Q 2022). Revenue: €1.01b (up 12% from 1Q 2022). Net income: €22.4m (down 14% from 1Q 2022). Profit margin: 2.2% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to grow 2.7% 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 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 08Upcoming dividend of €0.70 per share at 2.2% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Buying Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €38.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €43.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% 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 19% per annum over the same time period.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €1.89 (vs €1.20 in FY 2021)Full year 2022 results: EPS: €1.89 (up from €1.20 in FY 2021). Revenue: €4.31b (up 22% from FY 2021). Net income: €131.0m (up 58% from FY 2021). Profit margin: 3.0% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.お知らせ • Jan 19Dürr Aktiengesellschaft to Report First Half, 2023 Results on Aug 03, 2023Dürr Aktiengesellschaft announced that they will report first half, 2023 results on Aug 03, 2023お知らせ • Nov 24Dürr Aktiengesellschaft to Report Fiscal Year 2022 Final Results on Mar 16, 2023Dürr Aktiengesellschaft announced that they will report fiscal year 2022 final results on Mar 16, 2023お知らせ • Nov 18Dürr Aktiengesellschaft to Report Fiscal Year 2022 Results on Feb 23, 2023Dürr Aktiengesellschaft announced that they will report fiscal year 2022 results on Feb 23, 2023Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €32.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.55 per share.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: €0.23 (down from €0.33 in 2Q 2021). Revenue: €1.05b (up 24% from 2Q 2021). Net income: €15.9m (down 31% from 2Q 2021). Profit margin: 1.5% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 40%. Over the next year, revenue is forecast to grow 8.2%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.38 (up from €0.13 in 1Q 2021). Revenue: €905.7m (up 15% from 1Q 2021). Net income: €26.1m (up 184% from 1Q 2021). Profit margin: 2.9% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 11%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 09Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: €1.20 (up from €0.23 loss in FY 2020). Revenue: €3.54b (up 6.4% from FY 2020). Net income: €83.0m (up €98.8m from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.25 (vs €0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €900.8m (up 11% from 3Q 2020). Net income: €17.4m (up 16% from 3Q 2020). Profit margin: 1.9% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Price Target Changed • Jul 29Price target increased to €40.57Up from €36.64, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €41.46. Stock is up 81% over the past year.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.33 (vs €0.24 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €843.0m (up 9.1% from 2Q 2020). Net income: €23.1m (up €39.9m from 2Q 2020). Profit margin: 2.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.13 (vs €0.18 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €789.8m (down 6.3% from 1Q 2020). Net income: €9.19m (down 28% from 1Q 2020). Profit margin: 1.2% (down from 1.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 04Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.1%).Reported Earnings • Mar 20Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 08New 90-day high: €36.22The company is up 23% from its price of €29.36 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.66 per share.Reported Earnings • Feb 28Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 28Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 56%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.1% growth forecast for the Machinery industry in Germany.Price Target Changed • Feb 13Price target raised to €32.04Up from €29.82, the current price target is an average from 13 analysts. The new target price is 6.4% below the current share price of €34.22. As of last close, the stock is up 12% over the past year.Is New 90 Day High Low • Feb 03New 90-day high: €35.00The company is up 29% from its price of €27.20 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.66 per share.Is New 90 Day High Low • Jan 05New 90-day high: €34.56The company is up 27% from its price of €27.32 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.95 per share.Is New 90 Day High Low • Dec 17New 90-day high: €32.12The company is up 22% from its price of €26.30 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.41 per share.Is New 90 Day High Low • Nov 24New 90-day high: €30.58The company is up 13% from its price of €27.08 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.07 per share.Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Over the next year, revenue is forecast to grow 1.3% while the growth in Machinery industry in Germany is expected to stay flat.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS €0.22The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €815.3m (down 18% from 3Q 2019). Net income: €15.0m (down 60% from 3Q 2019). Profit margin: 1.8% (down from 3.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 12New 90-day high: €28.24The company is up 24% from its price of €22.82 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.84 per share.業績と収益の成長予測DB:DUE - 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12/31/20284,486162164347812/31/20274,333148182365912/31/20264,207115-3615693/31/20264,101-48287403N/A12/31/20254,168-52276393N/A9/30/20254,195-63251378N/A6/30/20254,207-56244374N/A3/31/20254,29066213355N/A12/31/20244,29162230384N/A9/30/20244,04519274408N/A6/30/20244,15435248381N/A3/31/20244,19062164290N/A12/31/20234,19673171287N/A9/30/20234,53516191206N/A6/30/20234,494149143256N/A3/31/20234,423127130236N/A12/31/20224,314131163265N/A9/30/20224,081111143246N/A6/30/20223,85893103195N/A3/31/20223,653100188271N/A12/31/20213,53783178257N/A9/30/20213,42823158217N/A6/30/20213,34220196249N/A3/31/20213,272-19187238N/A12/31/20203,325-16163215N/A9/30/20203,47837360421N/A6/30/20203,65659322391N/A3/31/20203,814106206284N/A12/31/20193,922124N/A172N/A9/30/20194,010155N/A132N/A6/30/20194,001152N/A108N/A3/31/20193,980155N/A195N/A12/31/20183,870157N/A162N/A9/30/20183,767146N/A111N/A6/30/20183,709158N/A102N/A3/31/20183,663166N/A48N/A12/31/20173,713193N/A120N/A9/30/20173,646210N/A151N/A6/30/20173,620206N/A271N/A3/31/20173,639205N/A226N/A12/31/20163,574182N/A227N/A9/30/20163,614172N/A230N/A6/30/20163,700186N/A78N/A3/31/20163,743183N/A131N/A12/31/20153,767162N/A173N/A9/30/20153,695159N/A106N/A6/30/20153,288145N/A278N/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: DUEは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: DUE今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: DUE今後 3 年以内に収益を上げることが予想されます。収益対市場: DUEの収益 ( 3.8% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: DUEの収益 ( 3.8% ) 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: DUE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 ( 10.8 %)。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2026/06/10 17:15終値2026/06/10 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Dürr Aktiengesellschaft 9 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。20 アナリスト機関Volker BosseBaader Helvea Equity ResearchPhilippe LorrainBerenbergPhilippe LorrainBernstein17 その他のアナリストを表示
Price Target Changed • Oct 23Price target decreased by 12% to €32.81Down from €37.19, the current price target is an average from 13 analysts. New target price is 64% above last closing price of €19.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.89 last year.
Price Target Changed • Jul 29Price target increased to €40.57Up from €36.64, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €41.46. Stock is up 81% over the past year.
Price Target Changed • Feb 13Price target raised to €32.04Up from €29.82, the current price target is an average from 13 analysts. The new target price is 6.4% below the current share price of €34.22. As of last close, the stock is up 12% over the past year.
Declared Dividend • May 21Dividend increased to €0.80Dividend of €0.80 is 14% higher than last year. Ex-date: 25th May 2026 Payment date: 27th May 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (19% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Apr 09Dürr Aktiengesellschaft to Report Q1, 2026 Results on May 12, 2026Dürr Aktiengesellschaft announced that they will report Q1, 2026 results on May 12, 2026
お知らせ • Apr 04Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026Dürr Aktiengesellschaft, Annual General Meeting, May 22, 2026, at 11:00 W. Europe Standard Time.
お知らせ • Mar 31Dürr Aktiengesellschaft announces Annual dividend, payable on May 27, 2026Dürr Aktiengesellschaft announced Annual dividend of EUR 0.8000 per share payable on May 27, 2026, ex-date on May 25, 2026 and record date on May 26, 2026.
Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €23.25. The fair value is estimated to be €18.85, 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. Meanwhile, the company became loss making.
お知らせ • Oct 24Dürr Aktiengesellschaft to Report Fiscal Year 2025 Final Results on Mar 26, 2026Dürr Aktiengesellschaft announced that they will report fiscal year 2025 final results on Mar 26, 2026
お知らせ • Oct 02Dürr Aktiengesellschaft to Report Fiscal Year 2025 Results on Mar 05, 2026Dürr Aktiengesellschaft announced that they will report fiscal year 2025 results on Mar 05, 2026
お知らせ • Apr 04+ 1 more updateDürr Aktiengesellschaft announces Annual dividend, payable on May 21, 2025Dürr Aktiengesellschaft announced Annual dividend of EUR 0.7000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
お知らせ • Mar 28+ 1 more updateDürr Aktiengesellschaft to Report Q1, 2025 Results on May 13, 2025Dürr Aktiengesellschaft announced that they will report Q1, 2025 results on May 13, 2025
お知らせ • Jan 15Dürr Aktiengesellschaft to Report Q2, 2025 Results on Aug 07, 2025Dürr Aktiengesellschaft announced that they will report Q2, 2025 results on Aug 07, 2025
Buy Or Sell Opportunity • Jan 08Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €22.12. The fair value is estimated to be €18.34, however this is not to be taken as a sell 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 13%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Dec 20+ 1 more updateDürr Aktiengesellschaft to Report Fiscal Year 2024 Final Results on Mar 28, 2025Dürr Aktiengesellschaft announced that they will report fiscal year 2024 final results on Mar 28, 2025
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.59 (down from €0.68 in 3Q 2023). Revenue: €1.16b (flat on 3Q 2023). Net income: €40.8m (down 13% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 7.8%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.28 (vs €0.55 in 2Q 2023)Second quarter 2024 results: EPS: €0.28 (down from €0.55 in 2Q 2023). Revenue: €1.18b (up 5.6% from 2Q 2023). Net income: €19.1m (down 49% from 2Q 2023). Profit margin: 1.6% (down from 3.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% 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 28% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.29 (down from €0.32 in 1Q 2023). Revenue: €1.10b (up 8.3% from 1Q 2023). Net income: €20.0m (down 11% from 1Q 2023). Profit margin: 1.8% (down from 2.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 13Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).
Declared Dividend • Mar 21Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Nov 29Dürr Aktiengesellschaft to Report Nine Months, 2024 Results on Nov 07, 2024Dürr Aktiengesellschaft announced that they will report nine months, 2024 results on Nov 07, 2024
お知らせ • Nov 24Dürr Aktiengesellschaft to Report First Half, 2024 Results on Aug 08, 2024Dürr Aktiengesellschaft announced that they will report first half, 2024 results on Aug 08, 2024
お知らせ • Nov 22Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024Dürr Aktiengesellschaft, Annual General Meeting, May 17, 2024.
お知らせ • Nov 15Dürr Aktiengesellschaft to Report Q1, 2024 Results on May 14, 2024Dürr Aktiengesellschaft announced that they will report Q1, 2024 results on May 14, 2024
お知らせ • Nov 14+ 1 more updateDürr Aktiengesellschaft to Report Fiscal Year 2023 Results on Feb 27, 2024Dürr Aktiengesellschaft announced that they will report fiscal year 2023 results on Feb 27, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: €0.68 (up from €0.51 in 3Q 2022). Revenue: €1.16b (up 3.6% from 3Q 2022). Net income: €47.0m (up 33% from 3Q 2022). Profit margin: 4.0% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 23Price target decreased by 12% to €32.81Down from €37.19, the current price target is an average from 13 analysts. New target price is 64% above last closing price of €19.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.89 last year.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.96, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Machinery industry in Germany. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.15 per share.
Reported Earnings • Aug 04Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: €0.55 (up from €0.23 in 2Q 2022). Revenue: €1.12b (up 6.8% from 2Q 2022). Net income: €37.7m (up 137% from 2Q 2022). Profit margin: 3.4% (up from 1.5% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% 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 • Aug 03Dürr Aktiengesellschaft to Report Nine Months, 2023 Results on Nov 09, 2023Dürr Aktiengesellschaft announced that they will report nine months, 2023 results on Nov 09, 2023
お知らせ • Jun 14Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders.Dürr Aktiengesellschaft (XTRA:DUE) signed an purchase agreement to acquire BBS Automation GmbH from EQT Mid Market Europe Fund and EQT Mid Market Asia III a fund managed by EQT AB (publ) (OM:EQT) and co-shareholders on June 12, 2023. The enterprise value of BBS Automation is between €440 million and €480 million and depends on the development of results in 2023. Financing will be provided from cash flow as well as through existing financing instruments and a bridging loan of €500 million arranged. The automation business of BBS Automation, Teamtechnik, and Hekuma will continue to be managed in the Paint and Final Assembly Systems division within the Dürr Group. Subject to competition-law clearance of the acquisition and other regulatory prerequisites. The business figures of BBS Automation will not be reflected in the Dürr Group until the transaction is completed in the fall of 2023.
Reported Earnings • May 11First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: €0.32 (down from €0.38 in 1Q 2022). Revenue: €1.01b (up 12% from 1Q 2022). Net income: €22.4m (down 14% from 1Q 2022). Profit margin: 2.2% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to grow 2.7% 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 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 08Upcoming dividend of €0.70 per share at 2.2% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Buying Opportunity • Apr 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €38.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €43.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% 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 19% per annum over the same time period.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €1.89 (vs €1.20 in FY 2021)Full year 2022 results: EPS: €1.89 (up from €1.20 in FY 2021). Revenue: €4.31b (up 22% from FY 2021). Net income: €131.0m (up 58% from FY 2021). Profit margin: 3.0% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Jan 19Dürr Aktiengesellschaft to Report First Half, 2023 Results on Aug 03, 2023Dürr Aktiengesellschaft announced that they will report first half, 2023 results on Aug 03, 2023
お知らせ • Nov 24Dürr Aktiengesellschaft to Report Fiscal Year 2022 Final Results on Mar 16, 2023Dürr Aktiengesellschaft announced that they will report fiscal year 2022 final results on Mar 16, 2023
お知らせ • Nov 18Dürr Aktiengesellschaft to Report Fiscal Year 2022 Results on Feb 23, 2023Dürr Aktiengesellschaft announced that they will report fiscal year 2022 results on Feb 23, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.51 (up from €0.25 in 3Q 2021). Revenue: €1.12b (up 25% from 3Q 2021). Net income: €35.3m (up 103% from 3Q 2021). Profit margin: 3.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €32.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.55 per share.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: €0.23 (down from €0.33 in 2Q 2021). Revenue: €1.05b (up 24% from 2Q 2021). Net income: €15.9m (down 31% from 2Q 2021). Profit margin: 1.5% (down from 2.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 40%. Over the next year, revenue is forecast to grow 8.2%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.38 (up from €0.13 in 1Q 2021). Revenue: €905.7m (up 15% from 1Q 2021). Net income: €26.1m (up 184% from 1Q 2021). Profit margin: 2.9% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 11%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 09Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 27Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: €1.20 (up from €0.23 loss in FY 2020). Revenue: €3.54b (up 6.4% from FY 2020). Net income: €83.0m (up €98.8m from FY 2020). Profit margin: 2.3% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.25 (vs €0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €900.8m (up 11% from 3Q 2020). Net income: €17.4m (up 16% from 3Q 2020). Profit margin: 1.9% (up from 1.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jul 29Price target increased to €40.57Up from €36.64, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €41.46. Stock is up 81% over the past year.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS €0.33 (vs €0.24 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €843.0m (up 9.1% from 2Q 2020). Net income: €23.1m (up €39.9m from 2Q 2020). Profit margin: 2.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.13 (vs €0.18 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €789.8m (down 6.3% from 1Q 2020). Net income: €9.19m (down 28% from 1Q 2020). Profit margin: 1.2% (down from 1.5% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 04Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.1%).
Reported Earnings • Mar 20Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 08New 90-day high: €36.22The company is up 23% from its price of €29.36 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.66 per share.
Reported Earnings • Feb 28Full year 2020 earnings released: €0.23 loss per share (vs €1.79 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €3.32b (down 15% from FY 2019). Net loss: €15.8m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 28Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 56%. Over the next year, revenue is forecast to grow 7.4%, compared to a 5.1% growth forecast for the Machinery industry in Germany.
Price Target Changed • Feb 13Price target raised to €32.04Up from €29.82, the current price target is an average from 13 analysts. The new target price is 6.4% below the current share price of €34.22. As of last close, the stock is up 12% over the past year.
Is New 90 Day High Low • Feb 03New 90-day high: €35.00The company is up 29% from its price of €27.20 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.66 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €34.56The company is up 27% from its price of €27.32 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.95 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €32.12The company is up 22% from its price of €26.30 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.41 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €30.58The company is up 13% from its price of €27.08 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.07 per share.
Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Over the next year, revenue is forecast to grow 1.3% while the growth in Machinery industry in Germany is expected to stay flat.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS €0.22The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €815.3m (down 18% from 3Q 2019). Net income: €15.0m (down 60% from 3Q 2019). Profit margin: 1.8% (down from 3.8% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 12New 90-day high: €28.24The company is up 24% from its price of €22.82 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.84 per share.