View ValuationAustin Engineering 将来の成長Future 基準チェック /36Austin Engineering利益と収益がそれぞれ年間36.2%と2.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.3% 34%なると予測されています。主要情報36.2%収益成長率33.98%EPS成長率Machinery 収益成長24.8%収益成長率2.9%将来の株主資本利益率16.34%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Feb 26+ 1 more updateAustin Engineering Limited Revises Earnings Guidance for the Fiscal Year 2026Austin Engineering Limited revised earnings guidance for the fiscal year 2026. For the year, the company revises revenue of $350+ million (from $370 million - $380 million). EBIT of $14 million - $16 million, excluding FX movement (from underlying $30 million - $34 million).お知らせ • Jun 11Austin Engineering Limited Updates Earnings Guidance for the Financial Year 2025Austin Engineering Limited updated earnings guidance for the financial year 2025. For the year, the company announced revenue is increased to approximately $370 million, up from the $350 million forecast in Austin's most recent guidance, and therefore expected to be up by ~18% vs FY24 revenue. The underlying EBIT from approximately $50 million to circa $41 million, or up ~8% from FY24.お知らせ • Jan 22Austin Engineering Limited Revises Earnings Guidance for the First Half of Financial Year Ending June 30, 2024Austin Engineering Limited Revised earnings guidance for the first half of financial year ending June 30, 2024. For the period, the company expected revenue of $138 million to $144 million (versus original guidance of $120-140 million). The NPAT guidance reflects an 18% upgrade to the range mid-points. First half NPAT will be up approximately 140% compared to the prior corresponding period (first half of fiscal year 2023 NPAT of $5.4 million).お知らせ • Aug 29Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2024Austin Engineering Limited provided earnings guidance for the fiscal year 2024. For the period, company expects revenue between $120 million to $140 million, which is now 90% -- more than 90% covered by firm order book.お知らせ • May 06Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2023Austin Engineering Limited provides earnings guidance for the fiscal year 2023. Normalised Net profit after tax for fiscal year 2023 is now expected to be in the range $17-$19 million for the Austin group, including Mainetec. This figure is down from the previously reported guidance of $24 million, excluding Mainetec. Normalised Group revenue is currently forecast to be up circa 25% in fiscal year 2023 (compared with fiscal year 2022). The group order book remains strong.お知らせ • Jan 30Austin Engineering Limited Provides Revenue Guidance for the Second Half of 2023Austin Engineering Limited provided revenue guidance for the second half of 2023. Budgeted second half of 2023 revenue (circa $250 million) for the Group has now been met by contracted or confirmed orders, with further loading expected during January and March 2023. The higher revenue outlook is stronger than at the same position a year ago.すべての更新を表示Recent updatesお知らせ • Feb 26+ 1 more updateAustin Engineering Limited Revises Earnings Guidance for the Fiscal Year 2026Austin Engineering Limited revised earnings guidance for the fiscal year 2026. For the year, the company revises revenue of $350+ million (from $370 million - $380 million). EBIT of $14 million - $16 million, excluding FX movement (from underlying $30 million - $34 million).お知らせ • Feb 05Austin Engineering Limited to Report First Half, 2026 Results on Feb 26, 2026Austin Engineering Limited announced that they will report first half, 2026 results on Feb 26, 2026お知らせ • Sep 04Austin Engineering Limited, Annual General Meeting, Nov 06, 2025Austin Engineering Limited, Annual General Meeting, Nov 06, 2025.お知らせ • Aug 01Austin Engineering Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Austin Engineering Limited announced that they will report fiscal year 2025 results on Aug 26, 2025お知らせ • Jun 11Austin Engineering Limited Updates Earnings Guidance for the Financial Year 2025Austin Engineering Limited updated earnings guidance for the financial year 2025. For the year, the company announced revenue is increased to approximately $370 million, up from the $350 million forecast in Austin's most recent guidance, and therefore expected to be up by ~18% vs FY24 revenue. The underlying EBIT from approximately $50 million to circa $41 million, or up ~8% from FY24.お知らせ • Feb 04Austin Engineering Limited to Report First Half, 2025 Results on Feb 27, 2025Austin Engineering Limited announced that they will report first half, 2025 results on Feb 27, 2025お知らせ • Sep 18Austin Engineering Limited, Annual General Meeting, Oct 22, 2024Austin Engineering Limited, Annual General Meeting, Oct 22, 2024. Location: at vibe hotel subiaco perth, 9 alvan street, subiaco wa 6008, AustraliaNew Risk • Sep 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.6% increase in shares outstanding).Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.051 (vs AU$0.012 in FY 2023)Full year 2024 results: EPS: AU$0.051 (up from AU$0.012 in FY 2023). Revenue: AU$315.8m (up 21% from FY 2023). Net income: AU$29.7m (up 317% from FY 2023). Profit margin: 9.4% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 28Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €0.37. The fair value is estimated to be €0.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jul 23+ 1 more updateAustin Engineering Limited Announces Executive ChangesThe Board of Austin Engineering Limited announced the appointment of Sybrandt (Sy) Van Dyk as the Company’s new Managing Director. Mr. Van Dyk will replace David Singleton who will retire as Managing Director on 30 June 2025, as previously advised. Mr. Van Dyk will begin a handover period with Mr. Singleton on 1 May 2025, officially commencing as Managing Director on 1 July 2025. An experienced financial and resources industry executive, Mr. Van Dyk has been a Non-Executive Director of Austin since 2018. He is currently the President of ASX-listed Perenti Ltd’s (‘Perenti’) Drilling Services Division, having been the CEO and Managing Director of DDH1 Ltd, prior to its acquisition by Perenti in late 2023. Mr. Van Dyk was CFO and then CEO and Managing Director of ASX-listed Macmahon Holdings, and spent almost 13 years at WesTrac, where he was COO (WA), CFO, and acting CEO for a period. Sy brings over 30 years of experience primarily within the resources sector. Prior to WesTrac, Sy's career spanned a number of senior positions within Kimberly-Clark, South Africa. Sy holds a Bachelor of Commerce (Honours) from the University of South Africa and is a member of the Institute of Chartered Accountants Australia.New Risk • Feb 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Feb 06Austin Engineering Limited to Report First Half, 2024 Results on Feb 27, 2024Austin Engineering Limited announced that they will report first half, 2024 results on Feb 27, 2024お知らせ • Jan 22Austin Engineering Limited Revises Earnings Guidance for the First Half of Financial Year Ending June 30, 2024Austin Engineering Limited Revised earnings guidance for the first half of financial year ending June 30, 2024. For the period, the company expected revenue of $138 million to $144 million (versus original guidance of $120-140 million). The NPAT guidance reflects an 18% upgrade to the range mid-points. First half NPAT will be up approximately 140% compared to the prior corresponding period (first half of fiscal year 2023 NPAT of $5.4 million).お知らせ • Aug 29Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2024Austin Engineering Limited provided earnings guidance for the fiscal year 2024. For the period, company expects revenue between $120 million to $140 million, which is now 90% -- more than 90% covered by firm order book.Reported Earnings • Aug 28Full year 2023 earnings released: EPS: AU$0.012 (vs AU$0.035 in FY 2022)Full year 2023 results: EPS: AU$0.012 (down from AU$0.035 in FY 2022). Revenue: AU$262.2m (up 29% from FY 2022). Net income: AU$7.12m (down 66% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.New Risk • Aug 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Aug 18Austin Engineering Limited, Annual General Meeting, Oct 12, 2023Austin Engineering Limited, Annual General Meeting, Oct 12, 2023. Agenda: To consider and appoint the re-election of directors.お知らせ • Aug 01Austin Engineering Limited to Report Fiscal Year 2023 Results on Aug 28, 2023Austin Engineering Limited announced that they will report fiscal year 2023 results on Aug 28, 2023New Risk • Jul 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • May 06Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2023Austin Engineering Limited provides earnings guidance for the fiscal year 2023. Normalised Net profit after tax for fiscal year 2023 is now expected to be in the range $17-$19 million for the Austin group, including Mainetec. This figure is down from the previously reported guidance of $24 million, excluding Mainetec. Normalised Group revenue is currently forecast to be up circa 25% in fiscal year 2023 (compared with fiscal year 2022). The group order book remains strong.Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.002 (vs AU$0.012 in 1H 2022)First half 2023 results: EPS: AU$0.002 (down from AU$0.012 in 1H 2022). Revenue: AU$114.1m (up 43% from 1H 2022). Net income: AU$977.0k (down 86% from 1H 2022). Profit margin: 0.9% (down from 8.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 30Austin Engineering Limited Provides Revenue Guidance for the Second Half of 2023Austin Engineering Limited provided revenue guidance for the second half of 2023. Budgeted second half of 2023 revenue (circa $250 million) for the Group has now been met by contracted or confirmed orders, with further loading expected during January and March 2023. The higher revenue outlook is stronger than at the same position a year ago.お知らせ • Jan 12Austin Engineering Limited Announces Executive Changes, Effective 20 January 2023Austin Engineering Limited announced changes to its senior management structure as the Company looks to grow its North American business. Current Chief Operating Officer (COO), Graham Backhouse, has been appointed to the new role of Chief Strategy Officer. The role will primarily concentrate on developing a growth strategy for Austin's North American business where Austin is focused on increasing market share for haul truck trays and in particular, mining buckets, following the Company's acquisition of Australian-based Mainetec in 2022. Mr. Vincent D'Rozario has been appointed as the Company's COO. He will continue to drive the Austin 2.0growth strategy across the business and further embed the operating model that has seen substantialincreases in delivered margins and order book across the business. Mr. D'Rozario has held a number of executive positions and senior roles in a diverse range of sectorsincluding engineering, commercial aviation, major project delivery and environmental and wastemanagement solutions. Most recently he was the Regional Managing Director APAC for CHC Helicopters,overseeing services to mining and energy companies and State and Federal Government entities. He is currently a Non-Executive Director of ASX-listed The Environmental Group, which provides wasteand environmental solutions to the resources, health and heavy industry sectors. Both appointments are effective 20 January 2023.Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Linda O'Farrell was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 30Full year 2022 earnings released: EPS: AU$0.035 (vs AU$0.004 in FY 2021)Full year 2022 results: EPS: AU$0.035 (up from AU$0.004 in FY 2021). Revenue: AU$203.3m (flat on FY 2021). Net income: AU$20.6m (up AU$18.1m from FY 2021). Profit margin: 10% (up from 1.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. CEO, MD & Director John Singleton was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. CEO, MD & Director John Singleton was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.012 (up from AU$0.004 in 1H 2021). Revenue: AU$80.1m (down 6.6% from 1H 2021). Net income: AU$6.73m (up 202% from 1H 2021). Profit margin: 8.4% (up from 2.6% in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測DB:RZA - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202839331N/A3726/30/202738125N/A3226/30/20263509N/A17112/31/202537215714N/A9/30/20253742108N/A6/30/202537726-73N/A3/31/202536026413N/A12/31/2024340231624N/A9/30/2024324242330N/A6/30/2024308243035N/A3/31/2024299231422N/A12/31/202329021-29N/A9/30/202327514113N/A6/30/20232607516N/A3/31/2023249111219N/A12/31/2022238151923N/A9/30/2022220181014N/A6/30/20222032115N/A3/31/202219814-6-1N/A12/31/20211928-12-7N/A9/30/20211956-13-7N/A6/30/20211983-14-8N/A3/31/20212057-10-5N/A12/31/202021311-6-1N/A9/30/202021410712N/A6/30/202021692024N/A3/31/202020831723N/A12/31/2019201-21421N/A9/30/20192160N/A18N/A6/30/20192312N/A14N/A3/31/20192391N/AN/AN/A12/31/2018247-1N/A11N/A9/30/2018261-2N/A6N/A6/30/2018275-2N/A1N/A12/31/2017271-5N/A-2N/A9/30/2017243-11N/A-8N/A6/30/2017215-16N/A-15N/A12/31/2016183-13N/A-15N/A9/30/2016185-22N/A-9N/A6/30/2016188-30N/A-2N/A12/31/2015182-30N/A0N/A9/30/2015185-40N/A2N/A6/30/2015187-49N/A4N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RZAの予測収益成長率 (年間36.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: RZAの収益 ( 36.2% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: RZAの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: RZAの収益 ( 2.9% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: RZAの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RZAの 自己資本利益率 は、3年後には低くなると予測されています ( 16.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 12:24終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30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Austin Engineering Limited 2 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。2 アナリスト機関Marcus BarnardBell PotterPhilip PepeShaw and Partners Limited
お知らせ • Feb 26+ 1 more updateAustin Engineering Limited Revises Earnings Guidance for the Fiscal Year 2026Austin Engineering Limited revised earnings guidance for the fiscal year 2026. For the year, the company revises revenue of $350+ million (from $370 million - $380 million). EBIT of $14 million - $16 million, excluding FX movement (from underlying $30 million - $34 million).
お知らせ • Jun 11Austin Engineering Limited Updates Earnings Guidance for the Financial Year 2025Austin Engineering Limited updated earnings guidance for the financial year 2025. For the year, the company announced revenue is increased to approximately $370 million, up from the $350 million forecast in Austin's most recent guidance, and therefore expected to be up by ~18% vs FY24 revenue. The underlying EBIT from approximately $50 million to circa $41 million, or up ~8% from FY24.
お知らせ • Jan 22Austin Engineering Limited Revises Earnings Guidance for the First Half of Financial Year Ending June 30, 2024Austin Engineering Limited Revised earnings guidance for the first half of financial year ending June 30, 2024. For the period, the company expected revenue of $138 million to $144 million (versus original guidance of $120-140 million). The NPAT guidance reflects an 18% upgrade to the range mid-points. First half NPAT will be up approximately 140% compared to the prior corresponding period (first half of fiscal year 2023 NPAT of $5.4 million).
お知らせ • Aug 29Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2024Austin Engineering Limited provided earnings guidance for the fiscal year 2024. For the period, company expects revenue between $120 million to $140 million, which is now 90% -- more than 90% covered by firm order book.
お知らせ • May 06Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2023Austin Engineering Limited provides earnings guidance for the fiscal year 2023. Normalised Net profit after tax for fiscal year 2023 is now expected to be in the range $17-$19 million for the Austin group, including Mainetec. This figure is down from the previously reported guidance of $24 million, excluding Mainetec. Normalised Group revenue is currently forecast to be up circa 25% in fiscal year 2023 (compared with fiscal year 2022). The group order book remains strong.
お知らせ • Jan 30Austin Engineering Limited Provides Revenue Guidance for the Second Half of 2023Austin Engineering Limited provided revenue guidance for the second half of 2023. Budgeted second half of 2023 revenue (circa $250 million) for the Group has now been met by contracted or confirmed orders, with further loading expected during January and March 2023. The higher revenue outlook is stronger than at the same position a year ago.
お知らせ • Feb 26+ 1 more updateAustin Engineering Limited Revises Earnings Guidance for the Fiscal Year 2026Austin Engineering Limited revised earnings guidance for the fiscal year 2026. For the year, the company revises revenue of $350+ million (from $370 million - $380 million). EBIT of $14 million - $16 million, excluding FX movement (from underlying $30 million - $34 million).
お知らせ • Feb 05Austin Engineering Limited to Report First Half, 2026 Results on Feb 26, 2026Austin Engineering Limited announced that they will report first half, 2026 results on Feb 26, 2026
お知らせ • Sep 04Austin Engineering Limited, Annual General Meeting, Nov 06, 2025Austin Engineering Limited, Annual General Meeting, Nov 06, 2025.
お知らせ • Aug 01Austin Engineering Limited to Report Fiscal Year 2025 Results on Aug 26, 2025Austin Engineering Limited announced that they will report fiscal year 2025 results on Aug 26, 2025
お知らせ • Jun 11Austin Engineering Limited Updates Earnings Guidance for the Financial Year 2025Austin Engineering Limited updated earnings guidance for the financial year 2025. For the year, the company announced revenue is increased to approximately $370 million, up from the $350 million forecast in Austin's most recent guidance, and therefore expected to be up by ~18% vs FY24 revenue. The underlying EBIT from approximately $50 million to circa $41 million, or up ~8% from FY24.
お知らせ • Feb 04Austin Engineering Limited to Report First Half, 2025 Results on Feb 27, 2025Austin Engineering Limited announced that they will report first half, 2025 results on Feb 27, 2025
お知らせ • Sep 18Austin Engineering Limited, Annual General Meeting, Oct 22, 2024Austin Engineering Limited, Annual General Meeting, Oct 22, 2024. Location: at vibe hotel subiaco perth, 9 alvan street, subiaco wa 6008, Australia
New Risk • Sep 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (23% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: AU$0.051 (vs AU$0.012 in FY 2023)Full year 2024 results: EPS: AU$0.051 (up from AU$0.012 in FY 2023). Revenue: AU$315.8m (up 21% from FY 2023). Net income: AU$29.7m (up 317% from FY 2023). Profit margin: 9.4% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 28Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €0.37. The fair value is estimated to be €0.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jul 23+ 1 more updateAustin Engineering Limited Announces Executive ChangesThe Board of Austin Engineering Limited announced the appointment of Sybrandt (Sy) Van Dyk as the Company’s new Managing Director. Mr. Van Dyk will replace David Singleton who will retire as Managing Director on 30 June 2025, as previously advised. Mr. Van Dyk will begin a handover period with Mr. Singleton on 1 May 2025, officially commencing as Managing Director on 1 July 2025. An experienced financial and resources industry executive, Mr. Van Dyk has been a Non-Executive Director of Austin since 2018. He is currently the President of ASX-listed Perenti Ltd’s (‘Perenti’) Drilling Services Division, having been the CEO and Managing Director of DDH1 Ltd, prior to its acquisition by Perenti in late 2023. Mr. Van Dyk was CFO and then CEO and Managing Director of ASX-listed Macmahon Holdings, and spent almost 13 years at WesTrac, where he was COO (WA), CFO, and acting CEO for a period. Sy brings over 30 years of experience primarily within the resources sector. Prior to WesTrac, Sy's career spanned a number of senior positions within Kimberly-Clark, South Africa. Sy holds a Bachelor of Commerce (Honours) from the University of South Africa and is a member of the Institute of Chartered Accountants Australia.
New Risk • Feb 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.9% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Feb 06Austin Engineering Limited to Report First Half, 2024 Results on Feb 27, 2024Austin Engineering Limited announced that they will report first half, 2024 results on Feb 27, 2024
お知らせ • Jan 22Austin Engineering Limited Revises Earnings Guidance for the First Half of Financial Year Ending June 30, 2024Austin Engineering Limited Revised earnings guidance for the first half of financial year ending June 30, 2024. For the period, the company expected revenue of $138 million to $144 million (versus original guidance of $120-140 million). The NPAT guidance reflects an 18% upgrade to the range mid-points. First half NPAT will be up approximately 140% compared to the prior corresponding period (first half of fiscal year 2023 NPAT of $5.4 million).
お知らせ • Aug 29Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2024Austin Engineering Limited provided earnings guidance for the fiscal year 2024. For the period, company expects revenue between $120 million to $140 million, which is now 90% -- more than 90% covered by firm order book.
Reported Earnings • Aug 28Full year 2023 earnings released: EPS: AU$0.012 (vs AU$0.035 in FY 2022)Full year 2023 results: EPS: AU$0.012 (down from AU$0.035 in FY 2022). Revenue: AU$262.2m (up 29% from FY 2022). Net income: AU$7.12m (down 66% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
New Risk • Aug 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Aug 18Austin Engineering Limited, Annual General Meeting, Oct 12, 2023Austin Engineering Limited, Annual General Meeting, Oct 12, 2023. Agenda: To consider and appoint the re-election of directors.
お知らせ • Aug 01Austin Engineering Limited to Report Fiscal Year 2023 Results on Aug 28, 2023Austin Engineering Limited announced that they will report fiscal year 2023 results on Aug 28, 2023
New Risk • Jul 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • May 06Austin Engineering Limited Provides Earnings Guidance for the Fiscal Year 2023Austin Engineering Limited provides earnings guidance for the fiscal year 2023. Normalised Net profit after tax for fiscal year 2023 is now expected to be in the range $17-$19 million for the Austin group, including Mainetec. This figure is down from the previously reported guidance of $24 million, excluding Mainetec. Normalised Group revenue is currently forecast to be up circa 25% in fiscal year 2023 (compared with fiscal year 2022). The group order book remains strong.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.002 (vs AU$0.012 in 1H 2022)First half 2023 results: EPS: AU$0.002 (down from AU$0.012 in 1H 2022). Revenue: AU$114.1m (up 43% from 1H 2022). Net income: AU$977.0k (down 86% from 1H 2022). Profit margin: 0.9% (down from 8.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 30Austin Engineering Limited Provides Revenue Guidance for the Second Half of 2023Austin Engineering Limited provided revenue guidance for the second half of 2023. Budgeted second half of 2023 revenue (circa $250 million) for the Group has now been met by contracted or confirmed orders, with further loading expected during January and March 2023. The higher revenue outlook is stronger than at the same position a year ago.
お知らせ • Jan 12Austin Engineering Limited Announces Executive Changes, Effective 20 January 2023Austin Engineering Limited announced changes to its senior management structure as the Company looks to grow its North American business. Current Chief Operating Officer (COO), Graham Backhouse, has been appointed to the new role of Chief Strategy Officer. The role will primarily concentrate on developing a growth strategy for Austin's North American business where Austin is focused on increasing market share for haul truck trays and in particular, mining buckets, following the Company's acquisition of Australian-based Mainetec in 2022. Mr. Vincent D'Rozario has been appointed as the Company's COO. He will continue to drive the Austin 2.0growth strategy across the business and further embed the operating model that has seen substantialincreases in delivered margins and order book across the business. Mr. D'Rozario has held a number of executive positions and senior roles in a diverse range of sectorsincluding engineering, commercial aviation, major project delivery and environmental and wastemanagement solutions. Most recently he was the Regional Managing Director APAC for CHC Helicopters,overseeing services to mining and energy companies and State and Federal Government entities. He is currently a Non-Executive Director of ASX-listed The Environmental Group, which provides wasteand environmental solutions to the resources, health and heavy industry sectors. Both appointments are effective 20 January 2023.
Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Linda O'Farrell was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 30Full year 2022 earnings released: EPS: AU$0.035 (vs AU$0.004 in FY 2021)Full year 2022 results: EPS: AU$0.035 (up from AU$0.004 in FY 2021). Revenue: AU$203.3m (flat on FY 2021). Net income: AU$20.6m (up AU$18.1m from FY 2021). Profit margin: 10% (up from 1.2% in FY 2021). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. CEO, MD & Director John Singleton was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. CEO, MD & Director John Singleton was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.012 (up from AU$0.004 in 1H 2021). Revenue: AU$80.1m (down 6.6% from 1H 2021). Net income: AU$6.73m (up 202% from 1H 2021). Profit margin: 8.4% (up from 2.6% in 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.