View ValuationGesco 将来の成長Future 基準チェック /46Gesco利益と収益がそれぞれ年間22.3%と6.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 22.2%なると予測されています。主要情報22.3%収益成長率22.24%EPS成長率Machinery 収益成長24.7%収益成長率6.7%将来の株主資本利益率6.52%アナリストカバレッジLow最終更新日05 Jun 2026今後の成長に関する最新情報Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 134% above last closing price of €14.20. Stock is down 37% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.Price Target Changed • Nov 24Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 100% above last closing price of €18.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.Price Target Changed • Nov 15Price target decreased by 10.0% to €39.00Down from €43.33, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €19.70. Stock is down 24% over the past year. The company is forecast to post earnings per share of €2.20 for next year compared to €3.12 last year.Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 104% above last closing price of €19.95. Stock is down 20% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 46% above last closing price of €22.80. Stock is up 66% over the past year.Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €23.40. Stock is up 73% over the past year.すべての更新を表示Recent updatesNew Risk • Jun 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • May 20Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (50% 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 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.お知らせ • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.お知らせ • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026お知らせ • Dec 16+ 2 more updatesGesco SE to Report Q3, 2026 Results on Nov 11, 2026Gesco SE announced that they will report Q3, 2026 results on Nov 11, 2026お知らせ • Jul 03Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH.Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH on July 1, 2025. For the period ending December 31, 2024, Eckart Produktion GmbH reported total revenue of €20 million. The current Managing Director Markus Eckart will continue to manage the company in the future. Gesco SE (XTRA:GSC1) completed the acquisition of Eckart Produktion GmbH on July 1, 2025.お知らせ • Jun 26Gesco SE Announces Board Supervisory ChangesGesco SE at its Annual General Meeting, held on June 26, 2025, elected a new Supervisory Board. GESCO founder Mr. Klaus Möllerfriedrich, who was a member of the Supervisory Board for over 25 years, stepped down at Annual General Meeting. Dr Mathias Saggau was elected as a new member of the Supervisory Board.お知らせ • May 20Gesco SE, Annual General Meeting, Jun 25, 2025Gesco SE, Annual General Meeting, Jun 25, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 30Gesco SE announces Annual dividend, payable on June 30, 2025Gesco SE announced Annual dividend of EUR 0.1000 per share payable on June 30, 2025, ex-date on June 26, 2025 and record date on June 27, 2025.お知らせ • Mar 26Gesco SE Proposes DividendGESCO SE proposed a dividend payment of €0.10 per share entitled to a dividend.お知らせ • Dec 18Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction.Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction on December 16, 2024. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Astroplast Kunststofftechnik GmbH & Co.Kg. For the period ending December 31, 2023, Astroplast Kunststofftechnik GmbH & Co.Kg reported total revenue of €15 million. The closing is planned by the end of the financial year.お知らせ • Dec 10+ 3 more updatesGesco SE to Report Fiscal Year 2024 Results on Apr 29, 2025Gesco SE announced that they will report fiscal year 2024 results on Apr 29, 2025Reported Earnings • Nov 14Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird quarter 2024 results: EPS: €0.31 (down from €0.49 in 3Q 2023). Revenue: €131.6m (down 5.1% from 3Q 2023). Net income: €3.35m (down 36% from 3Q 2023). Profit margin: 2.5% (down from 3.8% in 3Q 2023). Revenue is forecast to grow 11% 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 fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.04 (vs €0.70 in 2Q 2023)Second quarter 2024 results: EPS: €0.04 (down from €0.70 in 2Q 2023). Revenue: €129.4m (down 11% from 2Q 2023). Net income: €233.0k (down 97% from 2Q 2023). Profit margin: 0.2% (down from 5.2% in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 29% over the past three years.Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 134% above last closing price of €14.20. Stock is down 37% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.Upcoming Dividend • May 23Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.16 (vs €0.62 in 1Q 2023)First quarter 2024 results: EPS: €0.16 (down from €0.62 in 1Q 2023). Revenue: €125.9m (down 15% from 1Q 2023). Net income: €1.79m (down 74% from 1Q 2023). Profit margin: 1.4% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% 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 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €1.93 (down from €3.12 in FY 2022). Revenue: €569.6m (down 2.3% from FY 2022). Net income: €20.9m (down 38% from FY 2022). Profit margin: 3.7% (down from 5.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 11GESCO SE Announces CEO ChangesThe Supervisory Board of GESCO SE announced that Johannes Pfeffer will succeed CEO Ralph Rumberg, who will leave the Company on 30 June 2024. Pfeffer, who holds a Dipl.-Phys. & MBA, is expected to assume his new role on 1 October 2024. Mr. Pfeffer comes from Wago GmbH & Co KG, the market leader for electrical connection technology, which is represented in over 80 countries. As Vice President he is responsible for the Automation & Solutions business division. Previously, he was among others Managing Director at ebmpabst, a pioneer and technology leader in the global drive and compact fan world.Price Target Changed • Nov 24Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 100% above last closing price of €18.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.Price Target Changed • Nov 15Price target decreased by 10.0% to €39.00Down from €43.33, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €19.70. Stock is down 24% over the past year. The company is forecast to post earnings per share of €2.20 for next year compared to €3.12 last year.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.49 (vs €0.88 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (down from €0.88 in 3Q 2022). Revenue: €140.7m (down 2.4% from 3Q 2022). Net income: €5.26m (down 45% from 3Q 2022). Profit margin: 3.7% (down from 6.6% in 3Q 2022). Revenue is forecast to grow 13% 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 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 104% above last closing price of €19.95. Stock is down 20% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.70 (vs €0.74 in 2Q 2022)Second quarter 2023 results: EPS: €0.70 (down from €0.74 in 2Q 2022). Revenue: €145.0m (down 5.5% from 2Q 2022). Net income: €7.57m (down 5.3% from 2Q 2022). Profit margin: 5.2% (in line with 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 14Gesco SE Announces Change in the Chairmanship of the Supervisory BoardKlaus Möllerfriedrich, Chairman of the Supervisory Board of GESCO SE, announced at June 12, 2023 Annual General Meeting that he would be handing over the chairmanship of the Company’s Supervisory Board to new hands following the Annual General Meeting. However, he will remain a regular member of the Supervisory Board. The new Chairman of the Supervisory Board is the long-standing Deputy Chairman of the Supervisory Board, Mr. Stefan Heimöller. Mr. Jens Große-Allermann was elected as his deputy. Mr. Möllerfriedrich is the founder of GESCO and has chaired the Supervisory Board since the beginning. The change that has now taken place was prepared in the long term and was already announced at the last Supervisory Board elections in 2020.Upcoming Dividend • Jun 06Upcoming dividend of €1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).Reported Earnings • Apr 19Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €3.12 (up from €2.48 in FY 2021). Revenue: €588.7m (up 21% from FY 2021). Net income: €33.8m (up 26% from FY 2021). Profit margin: 5.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.2%. Revenue is forecast to grow 10% 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 46% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 18+ 3 more updatesGesco AG to Report Q1, 2023 Results on May 12, 2023Gesco AG announced that they will report Q1, 2023 results on May 12, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.88 (vs €0.64 in 3Q 2021)Third quarter 2022 results: EPS: €0.88 (up from €0.64 in 3Q 2021). Revenue: €145.7m (up 18% from 3Q 2021). Net income: €9.51m (up 37% from 3Q 2021). Profit margin: 6.5% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 increased by 36% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 18Upcoming dividend of €0.98 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.74 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.74 (up from €0.39 in 2Q 2021). Revenue: €153.4m (up 33% from 2Q 2021). Net income: €8.00m (up 91% from 2Q 2021). Profit margin: 5.2% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €488.6m (up 23% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.5% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the 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 only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €496.1m (up 25% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.4% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 9.9% growth forecast for the 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 only fallen by 1% per year, which means it has not declined as severely as earnings.Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 46% above last closing price of €22.80. Stock is up 66% over the past year.Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS €0.39 (vs €0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €115.6m (up 31% from 2Q 2020). Net income: €4.19m (up €7.83m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.37 (vs €0.036 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €114.4m (down 12% from 1Q 2020). Net income: €4.05m (up €3.66m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). The increase in margin was driven by lower expenses. 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.Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €23.40. Stock is up 73% over the past year.Is New 90 Day High Low • Mar 10New 90-day high: €23.00The company is up 39% from its price of €16.60 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.00 per share.Is New 90 Day High Low • Feb 02New 90-day high: €20.10The company is up 73% from its price of €11.60 on 04 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 €26.41 per share.Price Target Changed • Jan 09Price target raised to €22.98Up from €20.58, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €19.50. As of last close, the stock is up 1.8% over the past year.Is New 90 Day High Low • Jan 08New 90-day high: €19.35The company is up 62% from its price of €11.95 on 09 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.13 per share.Is New 90 Day High Low • Dec 23New 90-day high: €18.85The company is up 58% from its price of €11.90 on 24 September 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.21 per share.Price Target Changed • Dec 09Price target raised to €21.86Up from €20.40, the current price target is an average from 5 analysts. The new target price is 31% above the current share price of €16.65. As of last close, the stock is down 9.3% over the past year.Is New 90 Day High Low • Nov 24New 90-day high: €14.50The company is up 4.0% from its price of €14.00 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.61 per share.業績と収益の成長予測DB:GSC1 - 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12/31/2028592221642312/31/2027553191332512/31/202652215153853/31/202649411418N/A12/31/202549510-56N/A9/30/202549673545N/A6/30/202549873143N/A3/31/202551154151N/A12/31/202451444351N/A9/30/202451472638N/A6/30/202452292939N/A3/31/2024538162943N/A12/31/2023561211633N/A9/30/2023578272947N/A6/30/2023584311129N/A3/31/202359232-114N/A12/31/202258334-211N/A9/30/202257338-11-1N/A6/30/202255235917N/A3/31/2022514322331N/A12/31/2021489274452N/A9/30/2021454175463N/A6/30/2021436176171N/A3/31/202140894959N/A12/31/202039864960N/A9/30/2020357104760N/A6/30/202039673753N/A3/31/2020457163553N/A12/31/201950119N/A44N/A9/30/201958323N/A33N/A6/30/201958324N/A14N/A3/31/201958223N/A14N/A12/31/201857419N/A30N/A9/30/201856818N/A26N/A6/30/201855417N/A44N/A3/31/201854816N/A39N/A12/31/201753015N/A32N/A9/30/201751914N/A47N/A6/30/201750411N/A48N/A3/31/20174848N/A42N/A12/31/201648513N/A41N/A9/30/201648813N/A44N/A6/30/201649016N/A30N/A3/31/201649616N/A27N/A12/31/201548615N/A29N/A9/30/201547215N/A12N/A6/30/201546412N/A16N/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: GSC1の予測収益成長率 (年間22.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: GSC1の収益 ( 22.3% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: GSC1の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: GSC1の収益 ( 6.7% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: GSC1の収益 ( 6.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GSC1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 ( 6.5 %)。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2026/06/14 14:32終値2026/06/12 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Gesco SE 5 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。13 アナリスト機関Andre RemkeBaader Helvea Equity ResearchRene RückertBaader Helvea Equity ResearchVolker BosseBaader Helvea Equity Research10 その他のアナリストを表示
Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 134% above last closing price of €14.20. Stock is down 37% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.
Price Target Changed • Nov 24Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 100% above last closing price of €18.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.
Price Target Changed • Nov 15Price target decreased by 10.0% to €39.00Down from €43.33, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €19.70. Stock is down 24% over the past year. The company is forecast to post earnings per share of €2.20 for next year compared to €3.12 last year.
Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 104% above last closing price of €19.95. Stock is down 20% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.
Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 46% above last closing price of €22.80. Stock is up 66% over the past year.
Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €23.40. Stock is up 73% over the past year.
New Risk • Jun 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • May 20Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (50% 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 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.
お知らせ • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.
お知らせ • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026
お知らせ • Dec 16+ 2 more updatesGesco SE to Report Q3, 2026 Results on Nov 11, 2026Gesco SE announced that they will report Q3, 2026 results on Nov 11, 2026
お知らせ • Jul 03Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH.Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH on July 1, 2025. For the period ending December 31, 2024, Eckart Produktion GmbH reported total revenue of €20 million. The current Managing Director Markus Eckart will continue to manage the company in the future. Gesco SE (XTRA:GSC1) completed the acquisition of Eckart Produktion GmbH on July 1, 2025.
お知らせ • Jun 26Gesco SE Announces Board Supervisory ChangesGesco SE at its Annual General Meeting, held on June 26, 2025, elected a new Supervisory Board. GESCO founder Mr. Klaus Möllerfriedrich, who was a member of the Supervisory Board for over 25 years, stepped down at Annual General Meeting. Dr Mathias Saggau was elected as a new member of the Supervisory Board.
お知らせ • May 20Gesco SE, Annual General Meeting, Jun 25, 2025Gesco SE, Annual General Meeting, Jun 25, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 30Gesco SE announces Annual dividend, payable on June 30, 2025Gesco SE announced Annual dividend of EUR 0.1000 per share payable on June 30, 2025, ex-date on June 26, 2025 and record date on June 27, 2025.
お知らせ • Mar 26Gesco SE Proposes DividendGESCO SE proposed a dividend payment of €0.10 per share entitled to a dividend.
お知らせ • Dec 18Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction.Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction on December 16, 2024. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Astroplast Kunststofftechnik GmbH & Co.Kg. For the period ending December 31, 2023, Astroplast Kunststofftechnik GmbH & Co.Kg reported total revenue of €15 million. The closing is planned by the end of the financial year.
お知らせ • Dec 10+ 3 more updatesGesco SE to Report Fiscal Year 2024 Results on Apr 29, 2025Gesco SE announced that they will report fiscal year 2024 results on Apr 29, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird quarter 2024 results: EPS: €0.31 (down from €0.49 in 3Q 2023). Revenue: €131.6m (down 5.1% from 3Q 2023). Net income: €3.35m (down 36% from 3Q 2023). Profit margin: 2.5% (down from 3.8% in 3Q 2023). Revenue is forecast to grow 11% 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 fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.04 (vs €0.70 in 2Q 2023)Second quarter 2024 results: EPS: €0.04 (down from €0.70 in 2Q 2023). Revenue: €129.4m (down 11% from 2Q 2023). Net income: €233.0k (down 97% from 2Q 2023). Profit margin: 0.2% (down from 5.2% in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 29% over the past three years.
Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 134% above last closing price of €14.20. Stock is down 37% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.
Upcoming Dividend • May 23Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).
Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.16 (vs €0.62 in 1Q 2023)First quarter 2024 results: EPS: €0.16 (down from €0.62 in 1Q 2023). Revenue: €125.9m (down 15% from 1Q 2023). Net income: €1.79m (down 74% from 1Q 2023). Profit margin: 1.4% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% 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 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €1.93 (down from €3.12 in FY 2022). Revenue: €569.6m (down 2.3% from FY 2022). Net income: €20.9m (down 38% from FY 2022). Profit margin: 3.7% (down from 5.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 11GESCO SE Announces CEO ChangesThe Supervisory Board of GESCO SE announced that Johannes Pfeffer will succeed CEO Ralph Rumberg, who will leave the Company on 30 June 2024. Pfeffer, who holds a Dipl.-Phys. & MBA, is expected to assume his new role on 1 October 2024. Mr. Pfeffer comes from Wago GmbH & Co KG, the market leader for electrical connection technology, which is represented in over 80 countries. As Vice President he is responsible for the Automation & Solutions business division. Previously, he was among others Managing Director at ebmpabst, a pioneer and technology leader in the global drive and compact fan world.
Price Target Changed • Nov 24Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 100% above last closing price of €18.45. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.
Price Target Changed • Nov 15Price target decreased by 10.0% to €39.00Down from €43.33, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €19.70. Stock is down 24% over the past year. The company is forecast to post earnings per share of €2.20 for next year compared to €3.12 last year.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.49 (vs €0.88 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (down from €0.88 in 3Q 2022). Revenue: €140.7m (down 2.4% from 3Q 2022). Net income: €5.26m (down 45% from 3Q 2022). Profit margin: 3.7% (down from 6.6% in 3Q 2022). Revenue is forecast to grow 13% 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 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 104% above last closing price of €19.95. Stock is down 20% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.70 (vs €0.74 in 2Q 2022)Second quarter 2023 results: EPS: €0.70 (down from €0.74 in 2Q 2022). Revenue: €145.0m (down 5.5% from 2Q 2022). Net income: €7.57m (down 5.3% from 2Q 2022). Profit margin: 5.2% (in line with 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 14Gesco SE Announces Change in the Chairmanship of the Supervisory BoardKlaus Möllerfriedrich, Chairman of the Supervisory Board of GESCO SE, announced at June 12, 2023 Annual General Meeting that he would be handing over the chairmanship of the Company’s Supervisory Board to new hands following the Annual General Meeting. However, he will remain a regular member of the Supervisory Board. The new Chairman of the Supervisory Board is the long-standing Deputy Chairman of the Supervisory Board, Mr. Stefan Heimöller. Mr. Jens Große-Allermann was elected as his deputy. Mr. Möllerfriedrich is the founder of GESCO and has chaired the Supervisory Board since the beginning. The change that has now taken place was prepared in the long term and was already announced at the last Supervisory Board elections in 2020.
Upcoming Dividend • Jun 06Upcoming dividend of €1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
Reported Earnings • Apr 19Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €3.12 (up from €2.48 in FY 2021). Revenue: €588.7m (up 21% from FY 2021). Net income: €33.8m (up 26% from FY 2021). Profit margin: 5.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.2%. Revenue is forecast to grow 10% 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 46% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 18+ 3 more updatesGesco AG to Report Q1, 2023 Results on May 12, 2023Gesco AG announced that they will report Q1, 2023 results on May 12, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.88 (vs €0.64 in 3Q 2021)Third quarter 2022 results: EPS: €0.88 (up from €0.64 in 3Q 2021). Revenue: €145.7m (up 18% from 3Q 2021). Net income: €9.51m (up 37% from 3Q 2021). Profit margin: 6.5% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 increased by 36% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 18Upcoming dividend of €0.98 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.74 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.74 (up from €0.39 in 2Q 2021). Revenue: €153.4m (up 33% from 2Q 2021). Net income: €8.00m (up 91% from 2Q 2021). Profit margin: 5.2% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €488.6m (up 23% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.5% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the 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 only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €496.1m (up 25% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.4% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 9.9% growth forecast for the 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 only fallen by 1% per year, which means it has not declined as severely as earnings.
Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 46% above last closing price of €22.80. Stock is up 66% over the past year.
Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS €0.39 (vs €0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €115.6m (up 31% from 2Q 2020). Net income: €4.19m (up €7.83m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.37 (vs €0.036 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €114.4m (down 12% from 1Q 2020). Net income: €4.05m (up €3.66m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). The increase in margin was driven by lower expenses. 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.
Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €23.40. Stock is up 73% over the past year.
Is New 90 Day High Low • Mar 10New 90-day high: €23.00The company is up 39% from its price of €16.60 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.00 per share.
Is New 90 Day High Low • Feb 02New 90-day high: €20.10The company is up 73% from its price of €11.60 on 04 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 €26.41 per share.
Price Target Changed • Jan 09Price target raised to €22.98Up from €20.58, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €19.50. As of last close, the stock is up 1.8% over the past year.
Is New 90 Day High Low • Jan 08New 90-day high: €19.35The company is up 62% from its price of €11.95 on 09 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.13 per share.
Is New 90 Day High Low • Dec 23New 90-day high: €18.85The company is up 58% from its price of €11.90 on 24 September 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 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.21 per share.
Price Target Changed • Dec 09Price target raised to €21.86Up from €20.40, the current price target is an average from 5 analysts. The new target price is 31% above the current share price of €16.65. As of last close, the stock is down 9.3% over the past year.
Is New 90 Day High Low • Nov 24New 90-day high: €14.50The company is up 4.0% from its price of €14.00 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.61 per share.