Travis Perkins（LFPB）株式概要Travis Perkins plc は英国で建築資材製品の販売に従事している。 詳細LFPB ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性4/6配当金2/6報酬収益は年間87.31%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析2.22%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るLFPB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€6.0559.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-176m7b2016201920222025202620282031Revenue UK£5.3bEarnings UK£288.3mAdvancedSet Fair ValueView all narrativesTravis Perkins plc 競合他社BrenntagSymbol: XTRA:BNRMarket cap: €8.2bHMS BergbauSymbol: XTRA:HMUMarket cap: €188.5mNordwest HandelSymbol: DB:NWXMarket cap: €55.1mWacker NeusonSymbol: XTRA:WACMarket cap: €1.3b価格と性能株価の高値、安値、推移の概要Travis Perkins過去の株価現在の株価UK£6.0552週高値UK£8.0552週安値UK£5.50ベータ1.281ヶ月の変化-3.97%3ヶ月変化-22.93%1年変化-17.69%3年間の変化-39.62%5年間の変化-68.06%IPOからの変化-78.94%最新ニュースお知らせ • May 23+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.お知らせ • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026お知らせ • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.お知らせ • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.お知らせ • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.お知らせ • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.最新情報をもっと見るRecent updatesお知らせ • May 23+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.お知らせ • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026お知らせ • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.お知らせ • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.お知らせ • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.お知らせ • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.お知らせ • Oct 08Travis Perkins plc to Report Fiscal Year 2025 Results on Mar 17, 2026Travis Perkins plc announced that they will report fiscal year 2025 results on Mar 17, 2026お知らせ • May 02Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million.Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million on May 1, 2025. A cash consideration of £24 million will be paid by Gait Consulting. As part of consideration, £24 million is paid towards common equity of Staircraft Group Limited. Gait Consulting completed the acquisition of Staircraft Group Limited from Travis Perkins plc (LSE:TPK) on May 1, 2025お知らせ • Apr 02Travis Perkins plc, Annual General Meeting, May 14, 2025Travis Perkins plc, Annual General Meeting, May 14, 2025.お知らせ • Mar 12+ 1 more updateTravis Perkins plc Announces Stepping Down of Pete Redfern as CEOThe Board of Travis Perkins plc announced that regrettably, as a result of ill health, Pete Redfern will be stepping down as Chief Executive Officer with effective 10 March 2025. Geoff Drabble, Chair, will work with the management team to ensure the stability of the business and that it remains focused on progressing the actions that are already underway to improve performance, enhance profitability and create sustainable value for shareholders. The Nominations Committee will immediately commence a search for a successor CEO.お知らせ • Feb 04Jez Maiden Steps Down from the Role of Interim Chair of the Board of Travis PerkinsTravis Perkins plc announced the following changes to the roles and responsibilities of Geoff Drabble and Jez Maiden. Effective 1 February 2025: Geoff Drabble assumed the role of Chair of the Company’s board of Directors. Jez Maiden stepped down from the role of Interim Chair of the Board (“Interim Chair”) and reverted to his role as Senior Independent Director.お知らせ • Jan 21Travis Perkins plc to Report First Half, 2025 Results on Aug 05, 2025Travis Perkins plc announced that they will report first half, 2025 results on Aug 05, 2025Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Geoff Drabble was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Oct 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €10.50. The fair value is estimated to be €13.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Sep 26Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 08 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).お知らせ • Sep 11Travis Perkins plc to Report Fiscal Year 2024 Results on Mar 04, 2025Travis Perkins plc announced that they will report fiscal year 2024 results on Mar 04, 2025Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to €9.95. The fair value is estimated to be €12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • Aug 08First half dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 3rd October 2024 Payment date: 8th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. 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 (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.29 in 1H 2023). Revenue: UK£2.36b (down 4.5% from 1H 2023). Net income: UK£4.70m (down 92% from 1H 2023). Profit margin: 0.2% (down from 2.4% in 1H 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 14% to €10.30. The fair value is estimated to be €13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.お知らせ • Jul 11+ 1 more updateTravis Perkins plc Announces Chief Executive Officer Changes, Effective 16 September 2024Travis Perkins plc announced Pete Redfern has been appointed as a Director of the Company and Chief Executive Officer with effect from 16 September 2024. Pete succeeds Nick Roberts, who will step down as CEO and from the Board on the same day. Pete brings over two decades of leadership, operational and finance experience in the construction sector, including 14 years as Group Chief Executive of Taylor Wimpey plc until 2022. During his time at Taylor Wimpey, Pete oversaw the transformation of the company into one of the largest housebuilders in the UK, and its elevation to the FTSE 100, restructuring the Group post its merger, building a strong financial position after the global financial crisis, refocusing the company on its UK operations and delivering a strategy that created significant shareholder value through a focus on organic growth. Alongside his sector experience, Pete also benefits from a deep understanding of Travis Perkins Group, having served on the Board as a Non-Executive Director for nine years to September 2023.お知らせ • Jul 10Travis Perkins plc Appoints Geoff Drabble as Non-Executive Director, with Effect from 1 October 2024DS Smith Plc announces that Non-Executive Director and Chair Geoff Drabble has been appointed as a Non-Executive Director of Travis Perkins plc with effect from 1 October 2024. Additionally, Drabble will assume the role of chair designate from the same date, transitioning to the position of chair at his earliest convenience. Drabble currently serves as the chair of Ferguson, a building materials distribution company, with a predominant presence in North America. He also holds the position of chair at DS Smith, an international packaging company. Previously, Drabble served as a non-executive director of Howden Joinery Group, Britain's leading specialist kitchen supplier, from 2015 to 2023, subsequently acting as its senior independent director. In his executive career, Drabble was group chief executive of Ashtead Group plc, the FTSE 100 listed international equipment hire company, from 2006 to 2019 and previously held senior executive positions in Laird Group and Black and Decker Corp.Buy Or Sell Opportunity • Jul 09Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €9.30. The fair value is estimated to be €11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Jul 02Now 24% undervaluedOver the last 90 days, the stock has risen 8.5% to €8.95. The fair value is estimated to be €11.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €9.10. The fair value is estimated to be €11.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.Buy Or Sell Opportunity • Apr 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €8.70. The fair value is estimated to be €10.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.お知らせ • Mar 28Nick Roberts Steps Down as Chief Executive Officer from Travis Perkins plcThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down as Chief Executive Officer after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.お知らせ • Mar 27Travis Perkins plc Announces Resignation of Nick Roberts from the BoardThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down from the Board after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.Upcoming Dividend • Mar 21Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 09 May 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 98% respectively. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.8%).お知らせ • Mar 20Travis Perkins plc to Report First Half, 2024 Results on Aug 06, 2024Travis Perkins plc announced that they will report first half, 2024 results on Aug 06, 2024Declared Dividend • Mar 07Final dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 28th March 2024 Payment date: 9th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 177% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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 Dividend is not well covered by cash flows (98% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.91 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.91 in FY 2022). Revenue: UK£4.86b (down 2.7% from FY 2022). Net income: UK£38.1m (down 80% from FY 2022). Profit margin: 0.8% (down from 3.8% in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Feb 10Travis Perkins plc, Annual General Meeting, Apr 22, 2024Travis Perkins plc, Annual General Meeting, Apr 22, 2024.お知らせ • Jan 09Travis Perkins plc to Report Q4, 2023 Results on Mar 05, 2024Travis Perkins plc announced that they will report Q4, 2023 results on Mar 05, 2024お知らせ • Nov 15+ 1 more updateTravis Perkins plc Announces Management Changes, Effective 9 January 2024Travis Perkins plc announced that it has agreed with Alan Williams that he will retire from his role as Chief Financial Officer (“CFO”) on 9 January 2024. The Company further announced that Duncan Cooper will join the Company on 9 January 2024 as CFO.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €10.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 28Upcoming dividend of UK£0.13 per share at 4.7% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €12.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (3.0% net profit margin).お知らせ • Aug 02Travis Perkins plc Declares an Unchanged Interim Dividend, Payable on 10 November 2023Travis Perkins plc declared an unchanged interim dividend of 12.5 pence per share, reflecting the Group's robust financial position and confidence in the medium term outlook. The dividend will be paid on 10 November 2023 to shareholders on the register at the close of business on 6 October 2023. The Company's shares will go ex-dividend on 5 October 2023.Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.29 (vs UK£0.50 in 1H 2022)First half 2023 results: EPS: UK£0.29 (down from UK£0.50 in 1H 2022). Revenue: UK£2.47b (down 2.5% from 1H 2022). Net income: UK£60.2m (down 43% from 1H 2022). Profit margin: 2.4% (down from 4.2% in 1H 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buying Opportunity • Jul 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.お知らせ • Jul 12+ 1 more updateTravis Perkins plc Announces Board ChangesTravis Perkins plc announced that Alan Williams has advised the Company’s board (“Board”) that he will be retiring as and stepping down from the Board in 2024, after seven years in the role.The exact dates on which Duncan Cooper will join the Board and Alan Williams will retire and step down from the Board are yet to be confirmed.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Jez Maiden 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.お知らせ • Jun 22Travis Perkins plc Announces Board ChangesTravis Perkins plc makes the following announcement: After nearly nine years as a Non-executive Director, Coline McConville will relinquish her role as Chair of the Remuneration Committee on 1 December 2023 and subsequently step down from the Company’s Board on 31 December 2023. Coline’s departure from the Board at the end of the year and Pete Redfern’s departure at the close of the Board’s meeting on 19 September this year, necessitate some changes to the membership of the Board’s Committees and other responsibilities amongst the Company’s Non-executive Directors. At its meeting earlier 21 June 2023, the Board resolved the following: With immediate effect Louise Hardy assumes the role of designated workforce engagement Non-executive Director, succeeding Pete Redfern. Jez Maiden is appointed as a member of the Audit Committee and the Nominations Committee with effect from the close of the Board’s meeting on 19 September 2023. Marianne Culver is appointed as a member of the Stay Safe Committee with effect from the close of the Board’s meeting on 19 September 2023. Louise Hardy is appointed Chair of the Remuneration Committee with effect from 1 December 2023, succeeding Coline McConville. Heath Drewett is appointed as a member of the Remuneration Committee with effect from 1 January 2024. Jora Gill is appointed as a member of the Audit Committee with effect from 1 January 2024.Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.お知らせ • May 06Travis Perkins plc Approves Final Dividend for the Financial Year Ended 31 December 2022Travis Perkins plc announced that at the AGM was held on 4 May 2023, the company approved the final dividend for the financial year ended 31 December 2022 of 26.5 pence per ordinary share.Upcoming Dividend • Mar 30Upcoming dividend of UK£0.27 per share at 4.1% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.91 (vs UK£1.04 in FY 2021)Full year 2022 results: EPS: UK£0.91 (down from UK£1.04 in FY 2021). Revenue: UK£4.99b (up 8.9% from FY 2021). Net income: UK£192.2m (down 20% from FY 2021). Profit margin: 3.8% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Dec 03Travis Perkins plc Appoints Louise Hardy as Non-Executive Director with Effect from 1St January 2023Severfield plc (the Company) notes that Louise Hardy, an independent non-executive director of the Company, has been appointed as a Non-executive Director of Travis Perkins plc with effect from 1st January 2023.お知らせ • Nov 10+ 2 more updatesTravis Perkins plc to Report Q2, 2023 Results on Aug 01, 2023Travis Perkins plc announced that they will report Q2, 2023 results on Aug 01, 2023Buying Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €10.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.Upcoming Dividend • Sep 29Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 11 November 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.5%). Higher than average of industry peers (2.9%).お知らせ • Sep 19Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.50 (vs UK£0.41 in 1H 2021)First half 2022 results: EPS: UK£0.50 (up from UK£0.41 in 1H 2021). Revenue: UK£2.53b (up 10% from 1H 2021). Net income: UK£106.1m (up 6.3% from 1H 2021). Profit margin: 4.2% (in line with 1H 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Travis Perkins plc Declares Interim Dividend, Payable on 11 November 2022The Board of Travis Perkins plc has declared an Interim dividend of 12.5 pence per share (2021: 12.0 pence per share). The dividend will be paid on 11 November 2022 to shareholders on the register at the close of business on 7 October 2022. The Company's shares will go ex-dividend on 6 October 2022. The Company operates a Dividend Reinvestment Plan, elections for which must be received by the Company's registrar by 5.30pm on 21 October 2022.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Trade Distributors industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.73 per share.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jora Gill was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 24Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£1.04 (up from UK£0.10 loss in FY 2020). Revenue: UK£4.59b (down 26% from FY 2020). Net income: UK£240.8m (up UK£263.2m from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 8.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Dec 21Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million.Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million on December 20, 2021. In a related transaction, an unknown buyer acquired Westminster House, Gerrards Cross from Palace Capital Plc for £1.9 million. Travis Perkins plc (LSE:TPK) completed the acquisition of Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) on December 20, 2021.Upcoming Dividend • Sep 23Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 05 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.41 (vs UK£0.39 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.30b (up 38% from 1H 2020). Net income: UK£99.8m (up UK£185.6m from 1H 2020). Profit margin: 4.3% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Executive Departure • Apr 03Independent Non-Executive Chairman Stuart Chambers has left the companyOn the 31st of March, Stuart Chambers' tenure as Independent Non-Executive Chairman ended after 3.4 years in the role. As of December 2020, Stuart personally held 10.31k shares (€158k worth at the time). Stuart is the only executive to leave the company over the last 12 months.Reported Earnings • Mar 03Full year 2020 earnings released: UK£0.09 loss per share (vs UK£0.49 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: UK£6.16b (down 12% from FY 2019). Net loss: UK£22.4m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 6.4%, compared to a 4.3% growth forecast for the Trade Distributors industry in Germany.Is New 90 Day High Low • Feb 21New 90-day high: €17.00The company is up 17% from its price of €14.58 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €9.68 per share.Is New 90 Day High Low • Feb 04New 90-day high: €16.00The company is up 29% from its price of €12.44 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €7.37 per share.Is New 90 Day High Low • Jan 13New 90-day high: €15.60The company is up 17% from its price of €13.36 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.お知らせ • Jan 08Standard Chartered PLC Appoints Jasmine Whitbread as Chair of the Board of Travis Perkins plc, Effective 31 March 2021Standard Chartered PLC announced that Jasmine Whitbread, independent non-executive director will be appointed Chair of the Board of Travis Perkins plc with effect from 31 March 2021.Is New 90 Day High Low • Dec 29New 90-day high: €15.44The company is up 29% from its price of €11.98 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.60 per share.Is New 90 Day High Low • Dec 04New 90-day high: €15.39The company is up 18% from its price of €13.00 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.お知らせ • Nov 21The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK).The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK) on November 20, 2020. The deal is on a subject to planning basis. Subject to planning approval, the scheme has a target delivery for the 2023/24 academic year.Is New 90 Day High Low • Nov 12New 90-day high: €13.90The company is up 9.0% from its price of €12.78 on 14 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 Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.53 per share.お知らせ • Oct 03Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK).Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK) on October 1, 2020. Tile Giant Limited had business turnover in excess of £50 million. Post-closing, Coverings Ltd. will own 100% stake in Tile Giant Limited. Tile Giant will operate under its own autonomy continuing to pursue its individual strategy for growth and will continue to trade under the guidance of its existing senior leadership team and Managing Director James Heese will remain in place. Roger Esler of Dow Schofield Watts acted as the financial advisor and Dan McCormack of Lupton Fawcett acted as the legal advisor for Coverings Ltd. Freeths LLP acted as the legal advisor for Travis Perkins plc.お知らせ • Oct 01Stuart Chambers to Step Down as Non-Executive Chairman of Travis Perkins plcTravis Perkins plc announced that Stuart Chambers has informed the Board to step down in the coming months from his role as Non-executive Chairman of the company. No firm date on which he will step down has been agreed, but it is anticipated that he will leave the Board during the first half of 2021.Is New 90 Day High Low • Sep 22New 90-day low: €11.29The company is down 7.0% from its price of €12.11 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.お知らせ • Jun 18Travis Perkins plc to Close 165 Stores with COVID-19 Recession on the HorizonTravis Perkins plc planed to close 165 stores due to the impact of COVID-19 on the economy.株主還元LFPBDE Trade DistributorsDE 市場7D10.0%-6.1%3.9%1Y-17.7%-1.5%2.6%株主還元を見る業界別リターン: LFPB過去 1 年間で-1.5 % の収益を上げたGerman Trade Distributors業界を下回りました。リターン対市場: LFPBは、過去 1 年間で2.6 % のリターンを上げたGerman市場を下回りました。価格変動Is LFPB's price volatile compared to industry and market?LFPB volatilityLFPB Average Weekly Movement6.1%Trade Distributors Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: LFPB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LFPBの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト179717,300Gavin Slarkwww.travisperkinsplc.co.ukTravis Perkins plc は英国で建築資材製品の流通に従事している。マーチャント部門とツールステーション部門を通じて事業を展開している。同社は工具や建築資材を提供している。また、パイプライン、断熱材、内装建材の販売、管理・レンタルサービスの提供、キッチンの設計・供給（Benchmarx）、商業・工業用冷暖房ソリューションも提供している。さらに、土木と排水の専門ソリューション、空調・冷蔵製品、ヒートポンプも提供している。さらに、キッチンや建具製品、社会住宅地主向けの修理・メンテナンス管理サービスも提供している。さらに、階段、i-joist、精密床キット、塗装済みMDFプロファイル、ドアキット／セットの製造・供給も行っている。同社はトラヴィス・パーキンス、ツールステーション、BSS、キーライン、CCFのブランドで製品を販売している。同社は支店や流通センターを通じて製品を販売している。トラビス・パーキンスは1797 年に設立され、英国ノーサンプトンに本社を置く。もっと見るTravis Perkins plc 基礎のまとめTravis Perkins の収益と売上を時価総額と比較するとどうか。LFPB 基礎統計学時価総額€1.33b収益（TTM）-€204.57m売上高(TTM)€5.30b0.3xP/Sレシオ-6.5xPER（株価収益率LFPB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LFPB 損益計算書（TTM）収益UK£4.56b売上原価UK£3.37b売上総利益UK£1.19bその他の費用UK£1.37b収益-UK£176.30m直近の収益報告Dec 31, 2025次回決算日Aug 04, 2026一株当たり利益（EPS）-0.83グロス・マージン26.13%純利益率-3.86%有利子負債／自己資本比率24.0%LFPB の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り-14%配当性向LFPB 配当は確実ですか？LFPB 配当履歴とベンチマークを見るLFPB 、いつまでに購入すれば配当金を受け取れますか？Travis Perkins 配当日配当落ち日Apr 16 2026配当支払日May 28 2026配当落ちまでの日数41 days配当支払日までの日数1 dayLFPB 配当は確実ですか？LFPB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 13:52終値2026/05/25 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Travis Perkins plc 14 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。34 アナリスト機関Paul Daniel CheckettsBarclaysRajesh PatkiBarclaysEmily BiddulphBarclays31 その他のアナリストを表示
お知らせ • May 23+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.
お知らせ • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026
お知らせ • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.
お知らせ • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.
お知らせ • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.
お知らせ • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.
お知らせ • May 23+ 1 more updateTravis Perkins plc Declares Final Dividend for the Financial Year Ended December 31, 2025Travis Perkins plc at its Annual general meeting held on May 21, 2026 declared a final dividend for the financial year ended 31 December 2025 of 7.5 pence per ordinary share.
お知らせ • Apr 28Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026
お知らせ • Mar 18Travis Perkins plc, Annual General Meeting, May 21, 2026Travis Perkins plc, Annual General Meeting, May 21, 2026.
お知らせ • Jan 08Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026.
お知らせ • Jan 02Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025.
お知らせ • Oct 21Travis Perkins plc Announces Committee Changes, Effective October 21, 2025Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months. Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025.
お知らせ • Oct 08Travis Perkins plc to Report Fiscal Year 2025 Results on Mar 17, 2026Travis Perkins plc announced that they will report fiscal year 2025 results on Mar 17, 2026
お知らせ • May 02Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million.Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million on May 1, 2025. A cash consideration of £24 million will be paid by Gait Consulting. As part of consideration, £24 million is paid towards common equity of Staircraft Group Limited. Gait Consulting completed the acquisition of Staircraft Group Limited from Travis Perkins plc (LSE:TPK) on May 1, 2025
お知らせ • Apr 02Travis Perkins plc, Annual General Meeting, May 14, 2025Travis Perkins plc, Annual General Meeting, May 14, 2025.
お知らせ • Mar 12+ 1 more updateTravis Perkins plc Announces Stepping Down of Pete Redfern as CEOThe Board of Travis Perkins plc announced that regrettably, as a result of ill health, Pete Redfern will be stepping down as Chief Executive Officer with effective 10 March 2025. Geoff Drabble, Chair, will work with the management team to ensure the stability of the business and that it remains focused on progressing the actions that are already underway to improve performance, enhance profitability and create sustainable value for shareholders. The Nominations Committee will immediately commence a search for a successor CEO.
お知らせ • Feb 04Jez Maiden Steps Down from the Role of Interim Chair of the Board of Travis PerkinsTravis Perkins plc announced the following changes to the roles and responsibilities of Geoff Drabble and Jez Maiden. Effective 1 February 2025: Geoff Drabble assumed the role of Chair of the Company’s board of Directors. Jez Maiden stepped down from the role of Interim Chair of the Board (“Interim Chair”) and reverted to his role as Senior Independent Director.
お知らせ • Jan 21Travis Perkins plc to Report First Half, 2025 Results on Aug 05, 2025Travis Perkins plc announced that they will report first half, 2025 results on Aug 05, 2025
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Geoff Drabble was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Oct 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €10.50. The fair value is estimated to be €13.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Sep 26Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 08 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.1%).
お知らせ • Sep 11Travis Perkins plc to Report Fiscal Year 2024 Results on Mar 04, 2025Travis Perkins plc announced that they will report fiscal year 2024 results on Mar 04, 2025
Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 2.1% to €9.95. The fair value is estimated to be €12.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • Aug 08First half dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 3rd October 2024 Payment date: 8th November 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. 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 (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Aug 07First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.29 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.29 in 1H 2023). Revenue: UK£2.36b (down 4.5% from 1H 2023). Net income: UK£4.70m (down 92% from 1H 2023). Profit margin: 0.2% (down from 2.4% in 1H 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Aug 03Now 23% undervaluedOver the last 90 days, the stock has risen 14% to €10.30. The fair value is estimated to be €13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
お知らせ • Jul 11+ 1 more updateTravis Perkins plc Announces Chief Executive Officer Changes, Effective 16 September 2024Travis Perkins plc announced Pete Redfern has been appointed as a Director of the Company and Chief Executive Officer with effect from 16 September 2024. Pete succeeds Nick Roberts, who will step down as CEO and from the Board on the same day. Pete brings over two decades of leadership, operational and finance experience in the construction sector, including 14 years as Group Chief Executive of Taylor Wimpey plc until 2022. During his time at Taylor Wimpey, Pete oversaw the transformation of the company into one of the largest housebuilders in the UK, and its elevation to the FTSE 100, restructuring the Group post its merger, building a strong financial position after the global financial crisis, refocusing the company on its UK operations and delivering a strategy that created significant shareholder value through a focus on organic growth. Alongside his sector experience, Pete also benefits from a deep understanding of Travis Perkins Group, having served on the Board as a Non-Executive Director for nine years to September 2023.
お知らせ • Jul 10Travis Perkins plc Appoints Geoff Drabble as Non-Executive Director, with Effect from 1 October 2024DS Smith Plc announces that Non-Executive Director and Chair Geoff Drabble has been appointed as a Non-Executive Director of Travis Perkins plc with effect from 1 October 2024. Additionally, Drabble will assume the role of chair designate from the same date, transitioning to the position of chair at his earliest convenience. Drabble currently serves as the chair of Ferguson, a building materials distribution company, with a predominant presence in North America. He also holds the position of chair at DS Smith, an international packaging company. Previously, Drabble served as a non-executive director of Howden Joinery Group, Britain's leading specialist kitchen supplier, from 2015 to 2023, subsequently acting as its senior independent director. In his executive career, Drabble was group chief executive of Ashtead Group plc, the FTSE 100 listed international equipment hire company, from 2006 to 2019 and previously held senior executive positions in Laird Group and Black and Decker Corp.
Buy Or Sell Opportunity • Jul 09Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €9.30. The fair value is estimated to be €11.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Jul 02Now 24% undervaluedOver the last 90 days, the stock has risen 8.5% to €8.95. The fair value is estimated to be €11.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Jun 25Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €9.10. The fair value is estimated to be €11.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
Buy Or Sell Opportunity • Apr 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €8.70. The fair value is estimated to be €10.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
お知らせ • Mar 28Nick Roberts Steps Down as Chief Executive Officer from Travis Perkins plcThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down as Chief Executive Officer after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.
お知らせ • Mar 27Travis Perkins plc Announces Resignation of Nick Roberts from the BoardThe Board of Travis Perkins plc announced that Nick Roberts will be stepping down from the Board after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified.
Upcoming Dividend • Mar 21Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 09 May 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 98% respectively. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.8%).
お知らせ • Mar 20Travis Perkins plc to Report First Half, 2024 Results on Aug 06, 2024Travis Perkins plc announced that they will report first half, 2024 results on Aug 06, 2024
Declared Dividend • Mar 07Final dividend of UK£0.055 announcedShareholders will receive a dividend of UK£0.055. Ex-date: 28th March 2024 Payment date: 9th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 177% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Mar 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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 Dividend is not well covered by cash flows (98% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.91 in FY 2022)Full year 2023 results: EPS: UK£0.18 (down from UK£0.91 in FY 2022). Revenue: UK£4.86b (down 2.7% from FY 2022). Net income: UK£38.1m (down 80% from FY 2022). Profit margin: 0.8% (down from 3.8% in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Feb 10Travis Perkins plc, Annual General Meeting, Apr 22, 2024Travis Perkins plc, Annual General Meeting, Apr 22, 2024.
お知らせ • Jan 09Travis Perkins plc to Report Q4, 2023 Results on Mar 05, 2024Travis Perkins plc announced that they will report Q4, 2023 results on Mar 05, 2024
お知らせ • Nov 15+ 1 more updateTravis Perkins plc Announces Management Changes, Effective 9 January 2024Travis Perkins plc announced that it has agreed with Alan Williams that he will retire from his role as Chief Financial Officer (“CFO”) on 9 January 2024. The Company further announced that Duncan Cooper will join the Company on 9 January 2024 as CFO.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €10.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 28Upcoming dividend of UK£0.13 per share at 4.7% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).
Buying Opportunity • Aug 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €12.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
New Risk • Aug 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (3.0% net profit margin).
お知らせ • Aug 02Travis Perkins plc Declares an Unchanged Interim Dividend, Payable on 10 November 2023Travis Perkins plc declared an unchanged interim dividend of 12.5 pence per share, reflecting the Group's robust financial position and confidence in the medium term outlook. The dividend will be paid on 10 November 2023 to shareholders on the register at the close of business on 6 October 2023. The Company's shares will go ex-dividend on 5 October 2023.
Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.29 (vs UK£0.50 in 1H 2022)First half 2023 results: EPS: UK£0.29 (down from UK£0.50 in 1H 2022). Revenue: UK£2.47b (down 2.5% from 1H 2022). Net income: UK£60.2m (down 43% from 1H 2022). Profit margin: 2.4% (down from 4.2% in 1H 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jul 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €12.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 3.0% per annum over the same time period.
お知らせ • Jul 12+ 1 more updateTravis Perkins plc Announces Board ChangesTravis Perkins plc announced that Alan Williams has advised the Company’s board (“Board”) that he will be retiring as and stepping down from the Board in 2024, after seven years in the role.The exact dates on which Duncan Cooper will join the Board and Alan Williams will retire and step down from the Board are yet to be confirmed.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Jez Maiden 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.
お知らせ • Jun 22Travis Perkins plc Announces Board ChangesTravis Perkins plc makes the following announcement: After nearly nine years as a Non-executive Director, Coline McConville will relinquish her role as Chair of the Remuneration Committee on 1 December 2023 and subsequently step down from the Company’s Board on 31 December 2023. Coline’s departure from the Board at the end of the year and Pete Redfern’s departure at the close of the Board’s meeting on 19 September this year, necessitate some changes to the membership of the Board’s Committees and other responsibilities amongst the Company’s Non-executive Directors. At its meeting earlier 21 June 2023, the Board resolved the following: With immediate effect Louise Hardy assumes the role of designated workforce engagement Non-executive Director, succeeding Pete Redfern. Jez Maiden is appointed as a member of the Audit Committee and the Nominations Committee with effect from the close of the Board’s meeting on 19 September 2023. Marianne Culver is appointed as a member of the Stay Safe Committee with effect from the close of the Board’s meeting on 19 September 2023. Louise Hardy is appointed Chair of the Remuneration Committee with effect from 1 December 2023, succeeding Coline McConville. Heath Drewett is appointed as a member of the Remuneration Committee with effect from 1 January 2024. Jora Gill is appointed as a member of the Audit Committee with effect from 1 January 2024.
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €12.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period.
お知らせ • May 06Travis Perkins plc Approves Final Dividend for the Financial Year Ended 31 December 2022Travis Perkins plc announced that at the AGM was held on 4 May 2023, the company approved the final dividend for the financial year ended 31 December 2022 of 26.5 pence per ordinary share.
Upcoming Dividend • Mar 30Upcoming dividend of UK£0.27 per share at 4.1% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.91 (vs UK£1.04 in FY 2021)Full year 2022 results: EPS: UK£0.91 (down from UK£1.04 in FY 2021). Revenue: UK£4.99b (up 8.9% from FY 2021). Net income: UK£192.2m (down 20% from FY 2021). Profit margin: 3.8% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Dec 03Travis Perkins plc Appoints Louise Hardy as Non-Executive Director with Effect from 1St January 2023Severfield plc (the Company) notes that Louise Hardy, an independent non-executive director of the Company, has been appointed as a Non-executive Director of Travis Perkins plc with effect from 1st January 2023.
お知らせ • Nov 10+ 2 more updatesTravis Perkins plc to Report Q2, 2023 Results on Aug 01, 2023Travis Perkins plc announced that they will report Q2, 2023 results on Aug 01, 2023
Buying Opportunity • Oct 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €10.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.
Upcoming Dividend • Sep 29Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 11 November 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.5%). Higher than average of industry peers (2.9%).
お知らせ • Sep 19Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)Travis Perkins plc(LSE:TPK) dropped from FTSE All-World Index (USD)
Reported Earnings • Aug 03First half 2022 earnings released: EPS: UK£0.50 (vs UK£0.41 in 1H 2021)First half 2022 results: EPS: UK£0.50 (up from UK£0.41 in 1H 2021). Revenue: UK£2.53b (up 10% from 1H 2021). Net income: UK£106.1m (up 6.3% from 1H 2021). Profit margin: 4.2% (in line with 1H 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Travis Perkins plc Declares Interim Dividend, Payable on 11 November 2022The Board of Travis Perkins plc has declared an Interim dividend of 12.5 pence per share (2021: 12.0 pence per share). The dividend will be paid on 11 November 2022 to shareholders on the register at the close of business on 7 October 2022. The Company's shares will go ex-dividend on 6 October 2022. The Company operates a Dividend Reinvestment Plan, elections for which must be received by the Company's registrar by 5.30pm on 21 October 2022.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Trade Distributors industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.73 per share.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jora Gill was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.26 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£1.04 (up from UK£0.10 loss in FY 2020). Revenue: UK£4.59b (down 26% from FY 2020). Net income: UK£240.8m (up UK£263.2m from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 8.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Dec 21Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million.Travis Perkins plc (LSE:TPK) acquired Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) for £2.625 million on December 20, 2021. In a related transaction, an unknown buyer acquired Westminster House, Gerrards Cross from Palace Capital Plc for £1.9 million. Travis Perkins plc (LSE:TPK) completed the acquisition of Russell House, Walton on-Thames, Surrey from Palace Capital Plc (LSE:PCA) on December 20, 2021.
Upcoming Dividend • Sep 23Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 05 November 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 09Director Jasmine Whitbread has joined 5th company boardJasmine Whitbread has been appointed to the board of Compagnie Financière Richemont SA (SWX:CFR). Whitbread now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Reported Earnings • Aug 04First half 2021 earnings released: EPS UK£0.41 (vs UK£0.39 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.30b (up 38% from 1H 2020). Net income: UK£99.8m (up UK£185.6m from 1H 2020). Profit margin: 4.3% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Executive Departure • Apr 03Independent Non-Executive Chairman Stuart Chambers has left the companyOn the 31st of March, Stuart Chambers' tenure as Independent Non-Executive Chairman ended after 3.4 years in the role. As of December 2020, Stuart personally held 10.31k shares (€158k worth at the time). Stuart is the only executive to leave the company over the last 12 months.
Reported Earnings • Mar 03Full year 2020 earnings released: UK£0.09 loss per share (vs UK£0.49 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: UK£6.16b (down 12% from FY 2019). Net loss: UK£22.4m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 6.4%, compared to a 4.3% growth forecast for the Trade Distributors industry in Germany.
Is New 90 Day High Low • Feb 21New 90-day high: €17.00The company is up 17% from its price of €14.58 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €9.68 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €16.00The company is up 29% from its price of €12.44 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors 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 €7.37 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €15.60The company is up 17% from its price of €13.36 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.
お知らせ • Jan 08Standard Chartered PLC Appoints Jasmine Whitbread as Chair of the Board of Travis Perkins plc, Effective 31 March 2021Standard Chartered PLC announced that Jasmine Whitbread, independent non-executive director will be appointed Chair of the Board of Travis Perkins plc with effect from 31 March 2021.
Is New 90 Day High Low • Dec 29New 90-day high: €15.44The company is up 29% from its price of €11.98 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.60 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €15.39The company is up 18% from its price of €13.00 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Trade Distributors industry, which is also up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.72 per share.
お知らせ • Nov 21The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK).The Unite Group plc (LSE:UTG) exchanged contracts to acquire an 800-Bed Development Site in Paddington from Travis Perkins plc (LSE:TPK) on November 20, 2020. The deal is on a subject to planning basis. Subject to planning approval, the scheme has a target delivery for the 2023/24 academic year.
Is New 90 Day High Low • Nov 12New 90-day high: €13.90The company is up 9.0% from its price of €12.78 on 14 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 Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.53 per share.
お知らせ • Oct 03Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK).Coverings Ltd. agreed to acquire Tile Giant Limited from Travis Perkins plc (LSE:TPK) on October 1, 2020. Tile Giant Limited had business turnover in excess of £50 million. Post-closing, Coverings Ltd. will own 100% stake in Tile Giant Limited. Tile Giant will operate under its own autonomy continuing to pursue its individual strategy for growth and will continue to trade under the guidance of its existing senior leadership team and Managing Director James Heese will remain in place. Roger Esler of Dow Schofield Watts acted as the financial advisor and Dan McCormack of Lupton Fawcett acted as the legal advisor for Coverings Ltd. Freeths LLP acted as the legal advisor for Travis Perkins plc.
お知らせ • Oct 01Stuart Chambers to Step Down as Non-Executive Chairman of Travis Perkins plcTravis Perkins plc announced that Stuart Chambers has informed the Board to step down in the coming months from his role as Non-executive Chairman of the company. No firm date on which he will step down has been agreed, but it is anticipated that he will leave the Board during the first half of 2021.
Is New 90 Day High Low • Sep 22New 90-day low: €11.29The company is down 7.0% from its price of €12.11 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.38 per share.
お知らせ • Jun 18Travis Perkins plc to Close 165 Stores with COVID-19 Recession on the HorizonTravis Perkins plc planed to close 165 stores due to the impact of COVID-19 on the economy.
