View ValuationKingspan Group 将来の成長Future 基準チェック /26Kingspan Group利益と収益がそれぞれ年間9.5%と7.6%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15.3% 10.2%なると予測されています。主要情報9.5%収益成長率10.17%EPS成長率Building 収益成長11.8%収益成長率7.6%将来の株主資本利益率15.32%アナリストカバレッジGood最終更新日16 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Eavan Saunders was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 21Kingspan Group plc, Annual General Meeting, Apr 30, 2026Kingspan Group plc, Annual General Meeting, Apr 30, 2026. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Irelandお知らせ • Feb 06Kingspan Group plc to Report Fiscal Year 2025 Results on Feb 20, 2026Kingspan Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Feb 20, 2026お知らせ • Jul 11Kingspan Group plc to Report First Half, 2025 Results on Aug 08, 2025Kingspan Group plc announced that they will report first half, 2025 results on Aug 08, 2025お知らせ • Mar 13Kingspan Group plc, Annual General Meeting, May 01, 2025Kingspan Group plc, Annual General Meeting, May 01, 2025. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Irelandお知らせ • Feb 22Kingspan Group plc to Report Fiscal Year 2024 Results on Feb 21, 2025Kingspan Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Feb 21, 2025お知らせ • Nov 26Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A.Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A. on November 25, 2024. Kingspan Group plc (ISE:KRX) completed the acquisition of 51% stake in Villalba S.A. on November 25, 2024.お知らせ • Oct 22Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG).Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024. On completion, Kingspan holds 62.6% stake in Nordic Waterproofing. Kingspan Group plc (ISE:KRX) completed the acquisition of an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024.お知らせ • Sep 19Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley.Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley on September 18, 2024.お知らせ • May 19Kingspan Group plc to Report First Half, 2024 Results on Aug 16, 2024Kingspan Group plc announced that they will report first half, 2024 results on Aug 16, 2024お知らせ • Apr 28Kingspan Group plc, Annual General Meeting, Apr 26, 2024Kingspan Group plc, Annual General Meeting, Apr 26, 2024, at 09:00 Coordinated Universal Time.お知らせ • Feb 07Kingspan Group plc to Report Fiscal Year 2023 Results on Feb 16, 2024Kingspan Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Feb 16, 2024お知らせ • Oct 11Kingspan Tables Takeover Offer for Nordic WaterproofingIrish building materials provider Kingspan Group Plc (ISE:KRX) has made an offer for the shares it does not already own in Nordic Waterproofing Holding AB (publ) (OM:NWG) that values the Swedish company at SEK 3.85 billion (USD 351 million/EUR 332 million). The offer of SEK 160 in cash per share comes after in September Kingspan increased its stake in Nordic Waterproofing to 30.9% by buying 1.65 million at the same price. The price is at a premium of 13.8% to Nordic Waterproofing's shares on September 13, before Kingspan's purchase meant its holding crossed the mandatory bid threshold. The acceptance period for the offer is expected to be between November 23 and February 2024.お知らせ • Sep 15Kingspan Says Takeover Talks with Carlisle No Longer ActiveKingspan Group plc (ISE:KRX) confirmed it held "recent and informal discussions" on a potential takeover offer for US peer Carlisle Companies Incorporated (NYSE:CSL). However, Kingspan says there is "no active engagement" at present. Kingspan says it has "admired" Scottsdale, Arizona-based Carlisle for many years, "recognising the clear strategic fit". Bloomberg on September 10, 2023 reported that Kingspan had proposed a tie-up with Carlisle that would create a company with a market value of USD 30 billion. However, this was rejected by Carlisle. Kingspan adds on September 13, 2023: "The North American roofing space remains a key area of interest for Kingspan".お知らせ • Aug 19Kingspan Group Delist its Ordinary Shares on the Official List of the London Stock ExchangeFurther to the announcement made on 20 July 2023, Kingspan announced that the listing of the Company's Ordinary Shares on the Official List of the Financial Conduct Authority and admission to trading on the Main Market for listed securities of the London Stock Exchange plc have now been cancelled with effect from 8.00 a.m. (Dublin time), 18 August 2023.お知らせ • Aug 18Kingspan Group plc Declares Interim Dividend in Respect of 2023, Payable on 13 October 2023The directors of Kingspan Group plc have declared an interim dividend in respect of 2023 of 26.3 cent (H1 2022: 25.6 cent) which will be paid on 13 October 2023 to shareholders on the register on the record date of 8 September 2023.お知らせ • Jul 18Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million.Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million on July 17, 2023. The initial consideration for the shares will be €35 per share, plus potential deferred consideration of up to a further €35 per share contingent on achievement of specified thresholds with a material uplift in profitability. The acquisition is expected to be earnings neutral initially, based on Kingspan consensus EPS for 2023 and Steico guidance for 2023. The acquisition is conditional on regulatory clearance and is expected to complete in early 2024.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €68.96, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.08 per share.Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Louise Phelan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 06Upcoming dividend of €0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Mar 02Group CFO & Executive Director recently sold €625k worth of stockOn the 27th of February, Geoff Doherty sold around 10k shares on-market at roughly €62.54 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Geoff's only on-market trade for the last 12 months.お知らせ • Feb 18Kingspan Group plc Announces Appointment of Louise Phelan as an Independent Non-Executive Director, Effective from 28 April 2023Kingspan Group plc announced the appointment of Louise Phelan as an independent Non-Executive Director with effect from 28 April 2023. Ms Phelan (56) was formerly Vice President Global Operations EMEA of PayPal, and is a highly respected business leader and adviser with experience leading global organizations in both the renewable energy and finance sectors. She is the senior independent non-executive director of Ryanair Holdings plc, and was previously a non-executive director of Voxpro. She is a member of the Irish Government's Top-Level Appointments Committee (TLAC), and a member of the President's advisory group at Technological University Dublin. She is also a former President of the American Chamber of Commerce in Ireland.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €3.30 (vs €3.06 in FY 2021)Full year 2022 results: EPS: €3.30 (up from €3.06 in FY 2021). Revenue: €8.34b (up 28% from FY 2021). Net income: €598.0m (up 7.9% from FY 2021). Profit margin: 7.2% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buying Opportunity • Dec 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €68.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 28% share price gain to €62.68, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.34 per share.お知らせ • Nov 08+ 1 more updateKingspan Group plc to Report Fiscal Year 2022 Results on Feb 17, 2023Kingspan Group plc announced that they will report fiscal year 2022 results on Feb 17, 2023Upcoming Dividend • Sep 01Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).Reported Earnings • Aug 21First half 2022 earnings released: EPS: €1.71 (vs €1.32 in 1H 2021)First half 2022 results: EPS: €1.71 (up from €1.32 in 1H 2021). Revenue: €4.15b (up 42% from 1H 2021). Net income: €309.5m (up 29% from 1H 2021). Profit margin: 7.5% (down from 8.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 11% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €60.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Building industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.60 per share.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €56.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.97 per share.Recent Insider Transactions • Jun 11Independent Non-Executive Director recently bought €152k worth of stockOn the 7th of June, Eimear Moloney bought around 2k shares on-market at roughly €75.78 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Mar 17Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €3.06 (up from €2.06 in FY 2020). Revenue: €6.50b (up 42% from FY 2020). Net income: €554.1m (up 48% from FY 2020). Profit margin: 8.5% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 02Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 08 October 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.4%).Reported Earnings • Aug 22First half 2021 earnings released: EPS €1.32 (vs €0.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.92b (up 41% from 1H 2020). Net income: €240.3m (up 66% from 1H 2020). Profit margin: 8.2% (up from 7.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • May 08Independent Non-Executive Director has left the companyOn the 30th of April, Bruce McLennan's tenure as Independent Non-Executive Director ended after 5.8 years in the role. As of December 2020, Bruce personally held 10.00k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months.Upcoming Dividend • Mar 18Upcoming Dividend of €0.21 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 25th of March. The trailing yield of 0.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (1.7%).Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.06 (vs €2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.58b (down 1.8% from FY 2019). Net income: €373.6m (up 1.1% from FY 2019). Profit margin: 8.2% (up from 7.9% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 9.0%, compared to a 3.7% growth forecast for the Building industry in Germany.Is New 90 Day High Low • Feb 19New 90-day low: €52.50The company is down 29% from its price of €74.45 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.22 per share.Is New 90 Day High Low • Jan 29New 90-day low: €56.40The company is down 24% from its price of €73.90 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.02 per share.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €60.35, the stock is trading at a trailing P/E ratio of 30.3x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 21x in the Building industry in Europe. Total returns to shareholders over the past year are 13%.Is New 90 Day High Low • Dec 17New 90-day low: €66.35The company is down 10.0% from its price of €73.35 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building 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 €23.60 per share.Is New 90 Day High Low • Nov 07New 90-day high: €82.30The company is up 31% from its price of €62.75 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building 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 €15.92 per share.Is New 90 Day High Low • Oct 13New 90-day high: €78.00The company is up 26% from its price of €62.15 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building 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 €16.00 per share.業績と収益の成長予測DB:KRX - 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12/31/202811,5909198031,2561412/31/202710,7258257141,1311612/31/20269,9617356371,0251612/31/20259,199671455820N/A9/30/20259,078673429797N/A6/30/20258,957675403775N/A3/31/20258,783670465835N/A12/31/20248,608666528895N/A9/30/20248,391646596922N/A6/30/20248,174626664949N/A3/31/20248,1326337941,056N/A12/31/20238,0916409251,162N/A9/30/20238,1816248491,096N/A6/30/20238,2716077741,029N/A3/31/20238,306602598861N/A12/31/20228,341598423692N/A9/30/20228,036611225479N/A6/30/20227,73062328265N/A3/31/20227,11458994297N/A12/31/20216,497554160329N/A9/30/20215,960512277427N/A6/30/20215,423469394525N/A3/31/20215,000422450582N/A12/31/20204,576374507639N/A9/30/20204,532359522665N/A6/30/20204,489345538691N/A3/31/20204,574357449606N/A12/31/20194,659369359520N/A9/30/20194,632362N/A508N/A6/30/20194,606355N/A496N/A3/31/20194,489343N/A467N/A12/31/20184,373331N/A438N/A9/30/20184,151314N/A371N/A6/30/20183,929296N/A303N/A3/31/20183,798290N/A293N/A12/31/20173,668284N/A284N/A9/30/20173,529274N/A265N/A6/30/20173,390263N/A247N/A3/31/20173,249259N/A278N/A12/31/20163,109255N/A310N/A9/30/20163,058244N/A321N/A6/30/20163,007232N/A331N/A3/31/20162,891210N/A334N/A12/31/20152,774188N/A336N/A9/30/20152,506164N/A286N/A6/30/20152,237139N/A236N/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: KRXの予測収益成長率 (年間9.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: KRXの収益 ( 9.5% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: KRXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: KRXの収益 ( 7.6% ) 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: KRXの収益 ( 7.6% ) 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: KRX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 ( 15.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 11:00終値2026/06/17 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kingspan Group plc 16 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。24 アナリスト機関Pierre Sylvain RousseauBarclaysRobert ChantryBerenbergHarry GoadBerenberg21 その他のアナリストを表示
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Eavan Saunders was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 21Kingspan Group plc, Annual General Meeting, Apr 30, 2026Kingspan Group plc, Annual General Meeting, Apr 30, 2026. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland
お知らせ • Feb 06Kingspan Group plc to Report Fiscal Year 2025 Results on Feb 20, 2026Kingspan Group plc announced that they will report fiscal year 2025 results at 7:00 AM, Coordinated Universal Time on Feb 20, 2026
お知らせ • Jul 11Kingspan Group plc to Report First Half, 2025 Results on Aug 08, 2025Kingspan Group plc announced that they will report first half, 2025 results on Aug 08, 2025
お知らせ • Mar 13Kingspan Group plc, Annual General Meeting, May 01, 2025Kingspan Group plc, Annual General Meeting, May 01, 2025. Location: ikon, dublin road, kingscourt, co. cavan, a82 xy31, Ireland
お知らせ • Feb 22Kingspan Group plc to Report Fiscal Year 2024 Results on Feb 21, 2025Kingspan Group plc announced that they will report fiscal year 2024 results at 7:00 AM, Coordinated Universal Time on Feb 21, 2025
お知らせ • Nov 26Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A.Kingspan Group plc (ISE:KRX) acquired 51% stake in Villalba S.A. on November 25, 2024. Kingspan Group plc (ISE:KRX) completed the acquisition of 51% stake in Villalba S.A. on November 25, 2024.
お知らせ • Oct 22Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG).Kingspan Group plc (ISE:KRX) acquired an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024. On completion, Kingspan holds 62.6% stake in Nordic Waterproofing. Kingspan Group plc (ISE:KRX) completed the acquisition of an additional 26.5% stake in Nordic Waterproofing Holding AB (publ) (OM:NWG) on October 18, 2024.
お知らせ • Sep 19Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley.Kingspan Group plc (ISE:KRX) agreed to acquire IB Roof Systems, Inc. from Jason Stanley on September 18, 2024.
お知らせ • May 19Kingspan Group plc to Report First Half, 2024 Results on Aug 16, 2024Kingspan Group plc announced that they will report first half, 2024 results on Aug 16, 2024
お知らせ • Apr 28Kingspan Group plc, Annual General Meeting, Apr 26, 2024Kingspan Group plc, Annual General Meeting, Apr 26, 2024, at 09:00 Coordinated Universal Time.
お知らせ • Feb 07Kingspan Group plc to Report Fiscal Year 2023 Results on Feb 16, 2024Kingspan Group plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Feb 16, 2024
お知らせ • Oct 11Kingspan Tables Takeover Offer for Nordic WaterproofingIrish building materials provider Kingspan Group Plc (ISE:KRX) has made an offer for the shares it does not already own in Nordic Waterproofing Holding AB (publ) (OM:NWG) that values the Swedish company at SEK 3.85 billion (USD 351 million/EUR 332 million). The offer of SEK 160 in cash per share comes after in September Kingspan increased its stake in Nordic Waterproofing to 30.9% by buying 1.65 million at the same price. The price is at a premium of 13.8% to Nordic Waterproofing's shares on September 13, before Kingspan's purchase meant its holding crossed the mandatory bid threshold. The acceptance period for the offer is expected to be between November 23 and February 2024.
お知らせ • Sep 15Kingspan Says Takeover Talks with Carlisle No Longer ActiveKingspan Group plc (ISE:KRX) confirmed it held "recent and informal discussions" on a potential takeover offer for US peer Carlisle Companies Incorporated (NYSE:CSL). However, Kingspan says there is "no active engagement" at present. Kingspan says it has "admired" Scottsdale, Arizona-based Carlisle for many years, "recognising the clear strategic fit". Bloomberg on September 10, 2023 reported that Kingspan had proposed a tie-up with Carlisle that would create a company with a market value of USD 30 billion. However, this was rejected by Carlisle. Kingspan adds on September 13, 2023: "The North American roofing space remains a key area of interest for Kingspan".
お知らせ • Aug 19Kingspan Group Delist its Ordinary Shares on the Official List of the London Stock ExchangeFurther to the announcement made on 20 July 2023, Kingspan announced that the listing of the Company's Ordinary Shares on the Official List of the Financial Conduct Authority and admission to trading on the Main Market for listed securities of the London Stock Exchange plc have now been cancelled with effect from 8.00 a.m. (Dublin time), 18 August 2023.
お知らせ • Aug 18Kingspan Group plc Declares Interim Dividend in Respect of 2023, Payable on 13 October 2023The directors of Kingspan Group plc have declared an interim dividend in respect of 2023 of 26.3 cent (H1 2022: 25.6 cent) which will be paid on 13 October 2023 to shareholders on the register on the record date of 8 September 2023.
お知らせ • Jul 18Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million.Kingspan Group plc entered into an agreement to acquire a 51% stake in STEICO SE from Schramek Gmbh for approximately €290 million on July 17, 2023. The initial consideration for the shares will be €35 per share, plus potential deferred consideration of up to a further €35 per share contingent on achievement of specified thresholds with a material uplift in profitability. The acquisition is expected to be earnings neutral initially, based on Kingspan consensus EPS for 2023 and Steico guidance for 2023. The acquisition is conditional on regulatory clearance and is expected to complete in early 2024.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €68.96, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.08 per share.
Board Change • May 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Louise Phelan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 06Upcoming dividend of €0.24 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Mar 02Group CFO & Executive Director recently sold €625k worth of stockOn the 27th of February, Geoff Doherty sold around 10k shares on-market at roughly €62.54 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Geoff's only on-market trade for the last 12 months.
お知らせ • Feb 18Kingspan Group plc Announces Appointment of Louise Phelan as an Independent Non-Executive Director, Effective from 28 April 2023Kingspan Group plc announced the appointment of Louise Phelan as an independent Non-Executive Director with effect from 28 April 2023. Ms Phelan (56) was formerly Vice President Global Operations EMEA of PayPal, and is a highly respected business leader and adviser with experience leading global organizations in both the renewable energy and finance sectors. She is the senior independent non-executive director of Ryanair Holdings plc, and was previously a non-executive director of Voxpro. She is a member of the Irish Government's Top-Level Appointments Committee (TLAC), and a member of the President's advisory group at Technological University Dublin. She is also a former President of the American Chamber of Commerce in Ireland.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: €3.30 (vs €3.06 in FY 2021)Full year 2022 results: EPS: €3.30 (up from €3.06 in FY 2021). Revenue: €8.34b (up 28% from FY 2021). Net income: €598.0m (up 7.9% from FY 2021). Profit margin: 7.2% (down from 8.5% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buying Opportunity • Dec 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €68.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 28% share price gain to €62.68, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.34 per share.
お知らせ • Nov 08+ 1 more updateKingspan Group plc to Report Fiscal Year 2022 Results on Feb 17, 2023Kingspan Group plc announced that they will report fiscal year 2022 results on Feb 17, 2023
Upcoming Dividend • Sep 01Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).
Reported Earnings • Aug 21First half 2022 earnings released: EPS: €1.71 (vs €1.32 in 1H 2021)First half 2022 results: EPS: €1.71 (up from €1.32 in 1H 2021). Revenue: €4.15b (up 42% from 1H 2021). Net income: €309.5m (up 29% from 1H 2021). Profit margin: 7.5% (down from 8.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.8%, compared to a 11% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €60.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Building industry in Europe. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.60 per share.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €56.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €99.97 per share.
Recent Insider Transactions • Jun 11Independent Non-Executive Director recently bought €152k worth of stockOn the 7th of June, Eimear Moloney bought around 2k shares on-market at roughly €75.78 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Mar 17Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €3.06 (up from €2.06 in FY 2020). Revenue: €6.50b (up 42% from FY 2020). Net income: €554.1m (up 48% from FY 2020). Profit margin: 8.5% (up from 8.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 02Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 09 September 2021. Payment date: 08 October 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.4%).
Reported Earnings • Aug 22First half 2021 earnings released: EPS €1.32 (vs €0.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.92b (up 41% from 1H 2020). Net income: €240.3m (up 66% from 1H 2020). Profit margin: 8.2% (up from 7.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • May 08Independent Non-Executive Director has left the companyOn the 30th of April, Bruce McLennan's tenure as Independent Non-Executive Director ended after 5.8 years in the role. As of December 2020, Bruce personally held 10.00k shares (€612k worth at the time). A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Mar 18Upcoming Dividend of €0.21 Per ShareWill be paid on the 7th of May to those who are registered shareholders by the 25th of March. The trailing yield of 0.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (1.7%).
Reported Earnings • Feb 20Full year 2020 earnings released: EPS €2.06 (vs €2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €4.58b (down 1.8% from FY 2019). Net income: €373.6m (up 1.1% from FY 2019). Profit margin: 8.2% (up from 7.9% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 9.0%, compared to a 3.7% growth forecast for the Building industry in Germany.
Is New 90 Day High Low • Feb 19New 90-day low: €52.50The company is down 29% from its price of €74.45 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.22 per share.
Is New 90 Day High Low • Jan 29New 90-day low: €56.40The company is down 24% from its price of €73.90 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.02 per share.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €60.35, the stock is trading at a trailing P/E ratio of 30.3x, down from the previous P/E ratio of 36.3x. This compares to an average P/E of 21x in the Building industry in Europe. Total returns to shareholders over the past year are 13%.
Is New 90 Day High Low • Dec 17New 90-day low: €66.35The company is down 10.0% from its price of €73.35 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building 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 €23.60 per share.
Is New 90 Day High Low • Nov 07New 90-day high: €82.30The company is up 31% from its price of €62.75 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building 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 €15.92 per share.
Is New 90 Day High Low • Oct 13New 90-day high: €78.00The company is up 26% from its price of €62.15 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building 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 €16.00 per share.