Rockwool（R902）株式概要Rockwool A/Sは、西ヨーロッパ、東ヨーロッパ、ロシア、北米、アジア、そして世界各国でストーンウール断熱材を製造・販売している。 詳細R902 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績1/6財務の健全性6/6配当金2/6報酬収益は年間32.77%増加すると予測されています リスク分析2.34%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(0.1%)は昨年より低い(14.1%) すべてのリスクチェックを見るR902 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€25.7043.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue €4.6bEarnings €4.8mAdvancedSet Fair ValueView all narrativesRockwool A/S 競合他社CentrotecSymbol: HMSE:CEVMarket cap: €732.4mPilkington DeutschlandSymbol: HMSE:FDDMarket cap: €650.5mVilleroy & BochSymbol: XTRA:VIB3Market cap: €432.3mSTEICOSymbol: XTRA:ST5Market cap: €301.4m価格と性能株価の高値、安値、推移の概要Rockwool過去の株価現在の株価DKK 25.7052週高値DKK 41.9252週安値DKK 21.76ベータ1.511ヶ月の変化2.96%3ヶ月変化-14.62%1年変化-36.04%3年間の変化12.92%5年間の変化-35.97%IPOからの変化244.18%最新ニュースBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Claes Westerlind was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Claes Westerlind was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026お知らせ • Nov 12Rockwool A/S Adjusts Earnings Guidance for the Full-Year 2025Rockwool A/S adjusted earnings guidance for the full-year 2025. For the period, the company expects an EBIT margin to be between 14% and 15%, compared to the previous outlook of an EBIT margin below 16%. Revenue is still expected to be at level with last year.お知らせ • Aug 21Rockwool A/S Revises Earnings Guidance for the Year 2025Rockwool A/S revised earnings guidance for the year 2025. For the year, the company expects that its full-year revenue will be at level with last year in local currencies compared to the previous outlook of a low single-digit revenue growth in local currencies. Based on the first half of 2025 earnings level and the ongoing efforts, the company forecast an EBIT margin below 16% compared to the previous outlook of an EBIT margin around 16%.お知らせ • Apr 03+ 1 more updateRockwool A/S Appoints Claes Westerlind as New Member of the Board of DirectorsRockwool A/S announced that at the annual general meeting held on 2 April 2025, approved the appointment of Claes Westerlind as new member of the board of directors.お知らせ • Feb 18Rockwool A/S announces Annual dividend, payable on April 07, 2025Rockwool A/S announced Annual dividend of DKK 63.0000 per share payable on April 07, 2025, ex-date on April 03, 2025 and record date on April 04, 2025.お知らせ • Feb 08Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 900,000 shares, for MUR 150 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 Class B shares for MUR 150 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 5, 2026.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 10+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 02, 2025Rockwool A/S, Annual General Meeting, Apr 02, 2025.お知らせ • Oct 25Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd.Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd on October 25, 2024. Rockwool A/S (CPSE:ROCK B) completed the acquisition of Wetherby Building Systems Ltd on October 25, 2024.Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €6.60 (vs €4.70 in 2Q 2023)Second quarter 2024 results: EPS: €6.60 (up from €4.70 in 2Q 2023). Revenue: €1.01b (up 10% from 2Q 2023). Net income: €142.0m (up 39% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 19Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects sales remains unchanged with an expected growth of around mid-single-digit percent in local currencies.お知らせ • Jun 26Rockwool A/S Elects Janni Munkholm Nielsen as Employee Representative of the Board of DirectorsThe Group-elected employee representative of the Board of Directors in ROCKWOOL A/S. The employees of ROCKWOOL have chosen that Janni Munkholm Nielsen shall represent them for the remaining election period until the Annual General Meeting in 2026, where new elections for employee-elected Board members will take place. Janni Munkholm Nielsen now joins, Connie Enghus Theisen and Christian Westerberg, as employee-elected Board members in ROCKWOOL A/S.お知らせ • May 23Rockwool A/S Announces Demise of Board Member Berit KjerulfRockwool A/S announced demise of Board member Berit Kjerulf. Fellow employees elected Berit to represent them on the Board of Directors in 2022. Berit had been employed at ROCKWOOL since 2005.Reported Earnings • May 16First quarter 2024 earnings released: EPS: €5.40 (vs €3.60 in 1Q 2023)First quarter 2024 results: EPS: €5.40 (up from €3.60 in 1Q 2023). Revenue: €920.0m (up 6.2% from 1Q 2023). Net income: €116.0m (up 49% from 1Q 2023). Profit margin: 13% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 16Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects Sales growth of around mid-single-digit percent in local currencies. EBIT margin around 15%.お知らせ • Apr 11Rockwool A/S Approves DividendRockwool A/S at its Annual General Meeting held on 10 April 2024, approved the dividends of DKK 43 (EUR 5.8) per share of a nominal value of DKK 10, corresponding to a total of EUR 125 million.Upcoming Dividend • Apr 04Upcoming dividend of kr.43.00 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.8%).お知らせ • Feb 29Rockwool A/S Announces CEO ChangesJens Birgersson will continue as CEO until Jes Munk Hansen, currently CEO at Terma, joins ROCKWOOL, latest 1 September 2024. Successor Jes Munk Hansen has more than 20 years' experience from the building materials industry with a focus on energy efficiency and sustainability. Prior to joining Terma, Jes had substantial international leadership experience, and has among other things lived in the United States, where he was in charge of Grundfos' North America business for five years. Subsequently, he held a number of leadership positions in OSRAM as well as being CEO for LEDVANCE. He is Vice Chairman in the Confederation of Danish Industries and Board member in WSAudiology and has also been on the ROCKWOOL Board for the past year. Jes Munk Hansen will stand for re-election to the ROCKWOOL Board at the next Annual General Meeting and will first step down from the Board in connection with taking over as CEO. Jes Munk Hansen is 56 years-old, married, with four children. The family lives in Copenhagen. He has Danish and American citizenship and earned a Master of Science degree at Copenhagen University and an MBA from London Business School.お知らせ • Feb 24Rockwool A/S to Report Q2, 2024 Results on Jul 26, 2024Rockwool A/S announced that they will report Q2, 2024 results on Jul 26, 2024Declared Dividend • Feb 19Dividend of kr.43.00 announcedShareholders will receive a dividend of kr.43.00. Ex-date: 11th April 2024 Payment date: 15th April 2024 Dividend yield will be 14%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €290, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Building industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.お知らせ • Feb 09Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 1,200,000 shares, for €160 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 Class B shares for €160 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 7, 2025.お知らせ • Feb 08+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is DKK 43, an increase of DKK 8 per share from 2023.Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.64b (down 7.0% from FY 2022). Net income: €389.0m (up 43% from FY 2022). Profit margin: 11% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in Europe.お知らせ • Dec 01+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 10, 2024Rockwool A/S, Annual General Meeting, Apr 10, 2024.Reported Earnings • Nov 24Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €904.0m (down 11% from 3Q 2022). Net income: €109.0m (up 142% from 3Q 2022). Profit margin: 12% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Building industry in Europe.お知らせ • Nov 23Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provides earnings guidance for the year 2023. The company expects Sales decline of 4%-5% in local currencies, changed from previously up to eight percent. EBIT margin around 14%, changed from previously around 13%.Reported Earnings • Sep 03Second quarter 2023 earnings released: EPS: €4.70 (vs €2.90 in 2Q 2022)Second quarter 2023 results: EPS: €4.70 (up from €2.90 in 2Q 2022). Revenue: €917.0m (down 9.9% from 2Q 2022). Net income: €102.0m (up 65% from 2Q 2022). Profit margin: 11% (up from 6.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 07Rockwool A/S Provides Earnings Guidance for the Full Year 2023Rockwool A/S provided earnings guidance for the full year 2023. For the year, the company expects the EBIT margin to improve to around 12% from the previous outlook of around 10%. Full year outlook for a sales decline of up to 10% in local currencies and investment level around EUR 400 Million excluding acquisitions are maintained.お知らせ • May 11Rockwool A/S Provides Revenue Outlook for 2023Rockwool A/S provided revenue Outlook for 2023. For the year, the company expects Sales decline of up to 10% in local currencies.Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €872.0m (down 5.6% from 1Q 2022). Net income: €78.0m (up 24% from 1Q 2022). Profit margin: 8.9% (up from 6.8% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of kr.35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.3%).Reported Earnings • Feb 12Full year 2022 earnings released: EPS: €12.66 (vs €14.05 in FY 2021)Full year 2022 results: EPS: €12.66 (down from €14.05 in FY 2021). Revenue: €3.91b (up 27% from FY 2021). Net income: €273.0m (down 9.9% from FY 2021). Profit margin: 7.0% (down from 9.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €227, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 3.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.お知らせ • Feb 09+ 1 more updateRockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provided earnings guidance for the year 2023. For the year, Sales decline of up to 10% in local currencies. EBIT margin in the range of 8% to 10%.お知らせ • Nov 30+ 4 more updatesRockwool A/S to Report Nine Months, 2023 Results on Nov 22, 2023Rockwool A/S announced that they will report nine months, 2023 results on Nov 22, 2023お知らせ • Nov 25Rockwool A/S Provides Earnings Guidance for the Year 2022Rockwool A/S provided earnings guidance for the year 2022. For the year, the company expects Growth in net sales of 20% to 25% in local currencies and guiding revenue of EUR 3.7 billion to EUR 3.85 billion or something like that.Reported Earnings • Nov 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €1.01b (up 27% from 3Q 2021). Net income: €45.0m (down 43% from 3Q 2021). Profit margin: 4.4% (down from 9.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: €2.90 (vs €3.90 in 2Q 2021)Second quarter 2022 results: EPS: €2.90 (down from €3.90 in 2Q 2021). Revenue: €1.02b (up 31% from 2Q 2021). Net income: €62.0m (down 26% from 2Q 2021). Profit margin: 6.1% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 9.2% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.お知らせ • Aug 27Rockwool Not to Sell Russian FactoriesJens Birgersson, Chief Executive Officer of Danish insulation materials supplier Rockwool A/S (CPSE:ROCK B), has said that the company's four factories in Russia will remain in the group's ownership and production will continue. He said that a sale of the Russian assets to local owners would be a gift to people who will most likely have close links with the Russian state. According to Birgersson, Rockwool's technology is in a class of its own on the market, and sharing out of its intellectual property rights would result in considerable losses.お知らせ • Aug 25Rockwool A/S Provides Earnings Guidance for the Fiscal Year 2022Rockwool A/S provided earnings guidance for the fiscal year 2022. For the period, the company expects sales growth in the range of 20% to 25% in local currencies. EBIT margin between 10% and 12%.お知らせ • Aug 19Rockwool A/S Lowers Earnings Guidance for the Year 2022Rockwool A/S lowered earnings guidance for the year 2022. For the year, the company is lowering its expected EBIT margin from around 13% to between 10% and 12%.お知らせ • May 19Rockwool A/S Provides Sales Outlook for 2022Rockwool A/S provided sales outlook for 2022. For the year the company is expecting the Growth in net sales of 20% to 25% in local currencies.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €346, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07+ 1 more updateROCKWOOL International A/S Announces Executive ChangesThe annual general meeting of ROCKWOOL A/S was held on 6 April 2022 announced Ilse Irene Henne was elected as new member of the board of directors. At the same time, Andreas Ronken retired from the board of directors.Upcoming Dividend • Mar 31Upcoming dividend of kr.35.00 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 33% and the cash payout ratio is 75%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €279, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €315 per share.Reported Earnings • Feb 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €14.05 (up from €11.55 in FY 2020). Revenue: €3.09b (up 19% from FY 2020). Net income: €303.0m (up 21% from FY 2020). Profit margin: 9.8% (in line with FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10+ 1 more updateROCKWOOL International A/S Proposes DividendROCKWOOL International A/S proposed dividend of DKK 35.00 per share, an increase of DKK 3.00 from the last year.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: €799.0m (up 19% from 3Q 2020). Net income: €79.0m (up 2.6% from 3Q 2020). Profit margin: 9.9% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Nov 25ROCKWOOL International A/S Provides Earnings Guidance for the Year 2021ROCKWOOL International A/S provided earnings guidance for the year 2021. For the year, the company expects Growth in net sales around 17% in local currencies.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS €3.90 (vs €1.80 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €778.0m (up 33% from 2Q 2020). Net income: €84.0m (up 110% from 2Q 2020). Profit margin: 11% (up from 6.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • May 21First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €672.0m (up 3.5% from 1Q 2020). Net income: €68.0m (up 12% from 1Q 2020). Profit margin: 10% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 07ROCKWOOL International A/S Raises Earnings Guidance for the Year 2021ROCKWOOL International A/S raised earnings guidance for the year 2021. For the year, the company now expects net sales growth of 10% to 12% compared to 3% to 5% as previously reported.Executive Departure • Apr 11Second Deputy Chairman Søren Kähler has left the companyOn the 7th of April, Søren Kähler's tenure as Second Deputy Chairman ended after 5.4 years in the role. We don't have any record of a personal shareholding under Søren's name. A total of 2 executives have left over the last 12 months.Upcoming Dividend • Apr 02Upcoming dividend of kr.32.00 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 12 April 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.7%).Reported Earnings • Feb 12Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €2.61b (down 5.4% from FY 2019). Net income: €251.0m (down 12% from FY 2019). Profit margin: 9.6% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 3.5%, compared to a 3.6% growth forecast for the Building industry in Germany.Is New 90 Day High Low • Dec 17New 90-day low: €280The company is down 8.0% from its price of €305 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 €196 per share.Is New 90 Day High Low • Dec 03New 90-day low: €290The company is down 4.0% from its price of €302 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €323 per share.お知らせ • Dec 01+ 4 more updatesROCKWOOL International A/S, Annual General Meeting, Apr 07, 2021ROCKWOOL International A/S, Annual General Meeting, Apr 07, 2021.Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €3.50The company reported a soft third quarter result with weaker revenues, although earnings and profit margins were flat. Third quarter 2020 results: Revenue: €672.0m (down 4.8% from 3Q 2019). Net income: €77.0m (flat on 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Analyst Estimate Surprise Post Earnings • Nov 27Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.6% growth forecast for the Building industry in Germany.Is New 90 Day High Low • Oct 02New 90-day high: €323The company is up 34% from its price of €241 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €118 per share.株主還元R902DE BuildingDE 市場7D0.5%-0.9%3.2%1Y-36.0%-5.1%2.5%株主還元を見る業界別リターン: R902過去 1 年間で-5.1 % の収益を上げたGerman Building業界を下回りました。リターン対市場: R902は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is R902's price volatile compared to industry and market?R902 volatilityR902 Average Weekly Movement5.7%Building Industry Average Movement3.9%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: R902 、 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: R902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190911,827Jes Hansenwww.rockwool.com/groupRockwool A/S 社は、西ヨーロッパ、東ヨーロッパ、ロシア、北米、アジア、および海外でストーンウール断熱材を製造・販売している。同社は断熱部門とシステム部門の2つの部門で事業を展開している。同社は屋根、床、ファサード、天井、間仕切り壁、内壁、外壁、HVAC、音響、技術的断熱材のほか、パッシブ防火、産業用断熱材、海洋・海上用断熱材、OEM、地下室、煙突、物置、ガレージの断熱材を提供している。また、防音天井・壁、クラッディングボード、エンジニアードファイバー、騒音・振動コントロール、園芸用基材も提供している。ROCKWOOL、Rockfon、Rockpanel、Grodan、Lapinusのブランド名で製品を販売している。ロックウールA/S は1909 年に設立され、デンマークのヘデフセンに本社を置く。もっと見るRockwool A/S 基礎のまとめRockwool の収益と売上を時価総額と比較するとどうか。R902 基礎統計学時価総額€5.52b収益（TTM）€4.00m売上高(TTM)€3.88b1,328xPER（株価収益率1.4xP/SレシオR902 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R902 損益計算書（TTM）収益€3.88b売上原価€1.26b売上総利益€2.62bその他の費用€2.61b収益€4.00m直近の収益報告Mar 31, 2026次回決算日Aug 19, 2026一株当たり利益（EPS）0.019グロス・マージン67.47%純利益率0.10%有利子負債／自己資本比率0%R902 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2.3%現在の配当利回り3,006%配当性向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2026/05/24 09:02終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rockwool A/S 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。30 アナリスト機関null nullABG Sundal CollierPierre Sylvain RousseauBarclaysPierre Sylvain RousseauBarclays27 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Claes Westerlind was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.
お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.
お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.
お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.
お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Claes Westerlind was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.
お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.
お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.
お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.
お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026
お知らせ • Nov 12Rockwool A/S Adjusts Earnings Guidance for the Full-Year 2025Rockwool A/S adjusted earnings guidance for the full-year 2025. For the period, the company expects an EBIT margin to be between 14% and 15%, compared to the previous outlook of an EBIT margin below 16%. Revenue is still expected to be at level with last year.
お知らせ • Aug 21Rockwool A/S Revises Earnings Guidance for the Year 2025Rockwool A/S revised earnings guidance for the year 2025. For the year, the company expects that its full-year revenue will be at level with last year in local currencies compared to the previous outlook of a low single-digit revenue growth in local currencies. Based on the first half of 2025 earnings level and the ongoing efforts, the company forecast an EBIT margin below 16% compared to the previous outlook of an EBIT margin around 16%.
お知らせ • Apr 03+ 1 more updateRockwool A/S Appoints Claes Westerlind as New Member of the Board of DirectorsRockwool A/S announced that at the annual general meeting held on 2 April 2025, approved the appointment of Claes Westerlind as new member of the board of directors.
お知らせ • Feb 18Rockwool A/S announces Annual dividend, payable on April 07, 2025Rockwool A/S announced Annual dividend of DKK 63.0000 per share payable on April 07, 2025, ex-date on April 03, 2025 and record date on April 04, 2025.
お知らせ • Feb 08Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 900,000 shares, for MUR 150 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 Class B shares for MUR 150 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 5, 2026.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 10+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 02, 2025Rockwool A/S, Annual General Meeting, Apr 02, 2025.
お知らせ • Oct 25Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd.Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd on October 25, 2024. Rockwool A/S (CPSE:ROCK B) completed the acquisition of Wetherby Building Systems Ltd on October 25, 2024.
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €6.60 (vs €4.70 in 2Q 2023)Second quarter 2024 results: EPS: €6.60 (up from €4.70 in 2Q 2023). Revenue: €1.01b (up 10% from 2Q 2023). Net income: €142.0m (up 39% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 19Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects sales remains unchanged with an expected growth of around mid-single-digit percent in local currencies.
お知らせ • Jun 26Rockwool A/S Elects Janni Munkholm Nielsen as Employee Representative of the Board of DirectorsThe Group-elected employee representative of the Board of Directors in ROCKWOOL A/S. The employees of ROCKWOOL have chosen that Janni Munkholm Nielsen shall represent them for the remaining election period until the Annual General Meeting in 2026, where new elections for employee-elected Board members will take place. Janni Munkholm Nielsen now joins, Connie Enghus Theisen and Christian Westerberg, as employee-elected Board members in ROCKWOOL A/S.
お知らせ • May 23Rockwool A/S Announces Demise of Board Member Berit KjerulfRockwool A/S announced demise of Board member Berit Kjerulf. Fellow employees elected Berit to represent them on the Board of Directors in 2022. Berit had been employed at ROCKWOOL since 2005.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €5.40 (vs €3.60 in 1Q 2023)First quarter 2024 results: EPS: €5.40 (up from €3.60 in 1Q 2023). Revenue: €920.0m (up 6.2% from 1Q 2023). Net income: €116.0m (up 49% from 1Q 2023). Profit margin: 13% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 16Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects Sales growth of around mid-single-digit percent in local currencies. EBIT margin around 15%.
お知らせ • Apr 11Rockwool A/S Approves DividendRockwool A/S at its Annual General Meeting held on 10 April 2024, approved the dividends of DKK 43 (EUR 5.8) per share of a nominal value of DKK 10, corresponding to a total of EUR 125 million.
Upcoming Dividend • Apr 04Upcoming dividend of kr.43.00 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.8%).
お知らせ • Feb 29Rockwool A/S Announces CEO ChangesJens Birgersson will continue as CEO until Jes Munk Hansen, currently CEO at Terma, joins ROCKWOOL, latest 1 September 2024. Successor Jes Munk Hansen has more than 20 years' experience from the building materials industry with a focus on energy efficiency and sustainability. Prior to joining Terma, Jes had substantial international leadership experience, and has among other things lived in the United States, where he was in charge of Grundfos' North America business for five years. Subsequently, he held a number of leadership positions in OSRAM as well as being CEO for LEDVANCE. He is Vice Chairman in the Confederation of Danish Industries and Board member in WSAudiology and has also been on the ROCKWOOL Board for the past year. Jes Munk Hansen will stand for re-election to the ROCKWOOL Board at the next Annual General Meeting and will first step down from the Board in connection with taking over as CEO. Jes Munk Hansen is 56 years-old, married, with four children. The family lives in Copenhagen. He has Danish and American citizenship and earned a Master of Science degree at Copenhagen University and an MBA from London Business School.
お知らせ • Feb 24Rockwool A/S to Report Q2, 2024 Results on Jul 26, 2024Rockwool A/S announced that they will report Q2, 2024 results on Jul 26, 2024
Declared Dividend • Feb 19Dividend of kr.43.00 announcedShareholders will receive a dividend of kr.43.00. Ex-date: 11th April 2024 Payment date: 15th April 2024 Dividend yield will be 14%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €290, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Building industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
お知らせ • Feb 09Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 1,200,000 shares, for €160 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 Class B shares for €160 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 7, 2025.
お知らせ • Feb 08+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is DKK 43, an increase of DKK 8 per share from 2023.
Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.64b (down 7.0% from FY 2022). Net income: €389.0m (up 43% from FY 2022). Profit margin: 11% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in Europe.
お知らせ • Dec 01+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 10, 2024Rockwool A/S, Annual General Meeting, Apr 10, 2024.
Reported Earnings • Nov 24Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €904.0m (down 11% from 3Q 2022). Net income: €109.0m (up 142% from 3Q 2022). Profit margin: 12% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Building industry in Europe.
お知らせ • Nov 23Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provides earnings guidance for the year 2023. The company expects Sales decline of 4%-5% in local currencies, changed from previously up to eight percent. EBIT margin around 14%, changed from previously around 13%.
Reported Earnings • Sep 03Second quarter 2023 earnings released: EPS: €4.70 (vs €2.90 in 2Q 2022)Second quarter 2023 results: EPS: €4.70 (up from €2.90 in 2Q 2022). Revenue: €917.0m (down 9.9% from 2Q 2022). Net income: €102.0m (up 65% from 2Q 2022). Profit margin: 11% (up from 6.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 07Rockwool A/S Provides Earnings Guidance for the Full Year 2023Rockwool A/S provided earnings guidance for the full year 2023. For the year, the company expects the EBIT margin to improve to around 12% from the previous outlook of around 10%. Full year outlook for a sales decline of up to 10% in local currencies and investment level around EUR 400 Million excluding acquisitions are maintained.
お知らせ • May 11Rockwool A/S Provides Revenue Outlook for 2023Rockwool A/S provided revenue Outlook for 2023. For the year, the company expects Sales decline of up to 10% in local currencies.
Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €872.0m (down 5.6% from 1Q 2022). Net income: €78.0m (up 24% from 1Q 2022). Profit margin: 8.9% (up from 6.8% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of kr.35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.3%).
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: €12.66 (vs €14.05 in FY 2021)Full year 2022 results: EPS: €12.66 (down from €14.05 in FY 2021). Revenue: €3.91b (up 27% from FY 2021). Net income: €273.0m (down 9.9% from FY 2021). Profit margin: 7.0% (down from 9.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €227, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 3.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.
お知らせ • Feb 09+ 1 more updateRockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provided earnings guidance for the year 2023. For the year, Sales decline of up to 10% in local currencies. EBIT margin in the range of 8% to 10%.
お知らせ • Nov 30+ 4 more updatesRockwool A/S to Report Nine Months, 2023 Results on Nov 22, 2023Rockwool A/S announced that they will report nine months, 2023 results on Nov 22, 2023
お知らせ • Nov 25Rockwool A/S Provides Earnings Guidance for the Year 2022Rockwool A/S provided earnings guidance for the year 2022. For the year, the company expects Growth in net sales of 20% to 25% in local currencies and guiding revenue of EUR 3.7 billion to EUR 3.85 billion or something like that.
Reported Earnings • Nov 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €1.01b (up 27% from 3Q 2021). Net income: €45.0m (down 43% from 3Q 2021). Profit margin: 4.4% (down from 9.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: €2.90 (vs €3.90 in 2Q 2021)Second quarter 2022 results: EPS: €2.90 (down from €3.90 in 2Q 2021). Revenue: €1.02b (up 31% from 2Q 2021). Net income: €62.0m (down 26% from 2Q 2021). Profit margin: 6.1% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 9.2% growth forecast for the Building industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Aug 27Rockwool Not to Sell Russian FactoriesJens Birgersson, Chief Executive Officer of Danish insulation materials supplier Rockwool A/S (CPSE:ROCK B), has said that the company's four factories in Russia will remain in the group's ownership and production will continue. He said that a sale of the Russian assets to local owners would be a gift to people who will most likely have close links with the Russian state. According to Birgersson, Rockwool's technology is in a class of its own on the market, and sharing out of its intellectual property rights would result in considerable losses.
お知らせ • Aug 25Rockwool A/S Provides Earnings Guidance for the Fiscal Year 2022Rockwool A/S provided earnings guidance for the fiscal year 2022. For the period, the company expects sales growth in the range of 20% to 25% in local currencies. EBIT margin between 10% and 12%.
お知らせ • Aug 19Rockwool A/S Lowers Earnings Guidance for the Year 2022Rockwool A/S lowered earnings guidance for the year 2022. For the year, the company is lowering its expected EBIT margin from around 13% to between 10% and 12%.
お知らせ • May 19Rockwool A/S Provides Sales Outlook for 2022Rockwool A/S provided sales outlook for 2022. For the year the company is expecting the Growth in net sales of 20% to 25% in local currencies.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €346, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
Board Change • Apr 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07+ 1 more updateROCKWOOL International A/S Announces Executive ChangesThe annual general meeting of ROCKWOOL A/S was held on 6 April 2022 announced Ilse Irene Henne was elected as new member of the board of directors. At the same time, Andreas Ronken retired from the board of directors.
Upcoming Dividend • Mar 31Upcoming dividend of kr.35.00 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 11 April 2022. Payout ratio is a comfortable 33% and the cash payout ratio is 75%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.7%). Lower than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €279, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €315 per share.
Reported Earnings • Feb 13Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €14.05 (up from €11.55 in FY 2020). Revenue: €3.09b (up 19% from FY 2020). Net income: €303.0m (up 21% from FY 2020). Profit margin: 9.8% (in line with FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 14%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10+ 1 more updateROCKWOOL International A/S Proposes DividendROCKWOOL International A/S proposed dividend of DKK 35.00 per share, an increase of DKK 3.00 from the last year.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: €799.0m (up 19% from 3Q 2020). Net income: €79.0m (up 2.6% from 3Q 2020). Profit margin: 9.9% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 11%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Nov 25ROCKWOOL International A/S Provides Earnings Guidance for the Year 2021ROCKWOOL International A/S provided earnings guidance for the year 2021. For the year, the company expects Growth in net sales around 17% in local currencies.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS €3.90 (vs €1.80 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €778.0m (up 33% from 2Q 2020). Net income: €84.0m (up 110% from 2Q 2020). Profit margin: 11% (up from 6.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • May 21First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €672.0m (up 3.5% from 1Q 2020). Net income: €68.0m (up 12% from 1Q 2020). Profit margin: 10% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 07ROCKWOOL International A/S Raises Earnings Guidance for the Year 2021ROCKWOOL International A/S raised earnings guidance for the year 2021. For the year, the company now expects net sales growth of 10% to 12% compared to 3% to 5% as previously reported.
Executive Departure • Apr 11Second Deputy Chairman Søren Kähler has left the companyOn the 7th of April, Søren Kähler's tenure as Second Deputy Chairman ended after 5.4 years in the role. We don't have any record of a personal shareholding under Søren's name. A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Apr 02Upcoming dividend of kr.32.00 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 12 April 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.7%).
Reported Earnings • Feb 12Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €2.61b (down 5.4% from FY 2019). Net income: €251.0m (down 12% from FY 2019). Profit margin: 9.6% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 3.5%, compared to a 3.6% growth forecast for the Building industry in Germany.
Is New 90 Day High Low • Dec 17New 90-day low: €280The company is down 8.0% from its price of €305 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 €196 per share.
Is New 90 Day High Low • Dec 03New 90-day low: €290The company is down 4.0% from its price of €302 on 04 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €323 per share.
お知らせ • Dec 01+ 4 more updatesROCKWOOL International A/S, Annual General Meeting, Apr 07, 2021ROCKWOOL International A/S, Annual General Meeting, Apr 07, 2021.
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €3.50The company reported a soft third quarter result with weaker revenues, although earnings and profit margins were flat. Third quarter 2020 results: Revenue: €672.0m (down 4.8% from 3Q 2019). Net income: €77.0m (flat on 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Analyst Estimate Surprise Post Earnings • Nov 27Revenue misses expectationsRevenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.6% growth forecast for the Building industry in Germany.
Is New 90 Day High Low • Oct 02New 90-day high: €323The company is up 34% from its price of €241 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €118 per share.
