Jensen-Group（XD1）株式概要Jensen-Group NVは、その子会社とともに、大型ランドリー産業向けの単一機械、システム、ターンキー・ソリューション、ランドリー・プロセス・オートメーションの設計、製造、供給を行っている。 詳細XD1 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より34.5%で取引されている 収益は年間5.68%増加すると予測されています 過去1年間で収益は42.4%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るXD1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,733 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,733 investors already sharing narrativesYour Fair Value€Current Price€82.003.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0680m2016201920222025202620282031Revenue €680.2mEarnings €74.0mAdvancedSet Fair ValueView all narrativesJensen-Group NV 競合他社Mühlbauer HoldingSymbol: XTRA:MUBMarket cap: €559.2mMaschinenfabrik Berthold HermleSymbol: DB:MBH3Market cap: €870.0mWashTecSymbol: XTRA:WSUMarket cap: €496.8mKSB SE KGaASymbol: XTRA:KSBMarket cap: €1.5b価格と性能株価の高値、安値、推移の概要Jensen-Group過去の株価現在の株価€82.0052週高値€87.2052週安値€56.60ベータ0.621ヶ月の変化-5.96%3ヶ月変化19.53%1年変化41.87%3年間の変化170.63%5年間の変化n/aIPOからの変化185.71%最新ニュース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. 6 experienced directors. 1 highly experienced director. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • May 20Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 20Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.Board Change • Dec 30Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesBoard 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. 6 experienced directors. 1 highly experienced director. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • May 20Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 20Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.Board Change • Dec 30Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 20, 2025Jensen-Group NV, Annual General Meeting, May 20, 2025, at 10:00 Romance Standard Time. Location: gent Belgiumお知らせ • Feb 19+ 1 more updateJensen-Group NV to Report First Half, 2025 Results on Aug 07, 2025Jensen-Group NV announced that they will report first half, 2025 results on Aug 07, 2025Reported Earnings • Aug 12First half 2024 earnings released: EPS: €2.26 (vs €1.93 in 1H 2023)First half 2024 results: EPS: €2.26 (up from €1.93 in 1H 2023). Revenue: €227.3m (up 10.0% from 1H 2023). Net income: €21.7m (up 29% from 1H 2023). Profit margin: 9.5% (up from 8.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany.お知らせ • Jul 24Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million.Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million on July 23, 2024. Following a phased acquisition approach, JENSEN-GROUP will acquire the remaining 15% stake in MAXI-PRESS, presently owned by the founding CEO and shareholder, Zaiser, in the course of the next three years, substantially applying similar valuation principles, and acquiring the shares in three annual tranches of 5% in order to achieve full ownership of MAXI-PRESS by the end of June 2027.The financial structure of the transaction is facilitated through direct cash payments complemented by a roll-over loan amounting to €24 million. For the period ending December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total revenue of €21.45 million and EBITDA of €5.64 million. As of December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total assets of €13.14 million. The transaction is set to take effect retroactively from January 1, 2024. Under the agreement, MAXI-PRESS will continue to operate under the well-established MAXIPRESS brand, while Zaiser has agreed to continue to serve as managing director of MAXI-PRESS, at least for the next three years, in order to further develop and gradually integrate MAXI-PRESS as part of JENSEN-GROUP and will report directly to the JENSEN-GROUP Executive Management Team. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG on July 23, 2024.Upcoming Dividend • May 21Upcoming dividend of €0.53 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).Board Change • Apr 10Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Mar 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. 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 (24% increase in shares outstanding).Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €3.41 (vs €2.11 in FY 2022)Full year 2023 results: EPS: €3.41 (up from €2.11 in FY 2022). Revenue: €400.1m (up 17% from FY 2022). Net income: €31.2m (up 89% from FY 2022). Profit margin: 7.8% (up from 4.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.お知らせ • Mar 06+ 1 more updateJensen-Group NV, Annual General Meeting, May 21, 2024Jensen-Group NV, Annual General Meeting, May 21, 2024.New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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 June 2023 fiscal period end). Shareholders have been diluted in the past year (24% increase in shares outstanding).Reported Earnings • Aug 13First half 2023 earnings released: EPS: €1.93 (vs €1.16 in 1H 2022)First half 2023 results: EPS: €1.93 (up from €1.16 in 1H 2022). Revenue: €206.7m (up 21% from 1H 2022). Net income: €16.8m (up 86% from 1H 2022). Profit margin: 8.1% (up from 5.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 Risks Earnings have declined by 9.6% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (22% increase in shares outstanding).Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Rudy Provoost was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 16+ 3 more updatesJensen-Group NV to Report First Half, 2023 Results on Aug 10, 2023Jensen-Group NV announced that they will report first half, 2023 results on Aug 10, 2023株主還元XD1DE MachineryDE 市場7D-2.6%-4.1%-2.5%1Y41.9%-3.8%-0.6%株主還元を見る業界別リターン: XD1過去 1 年間で-5.6 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: XD1過去 1 年間で-1.3 % の収益を上げたGerman市場を上回りました。価格変動Is XD1's price volatile compared to industry and market?XD1 volatilityXD1 Average Weekly Movement5.5%Machinery Industry Average Movement4.4%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: XD1 、 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: XD1の 週次ボラティリティ ( 5% ) 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19372,024Jesper Jensenwww.jensen-group.comJensen-Group NV は、その子会社とともに、大型ランドリー産業向けの単体機械、システム、ターンキーソリューション、ランドリープロセスオートメーションの設計、製造、供給を行っている。同社は、単体機、洗濯、水抽出、乾燥、ランドリー物流、ハンドリング、仕分けなどの洗濯室システム、仕込み、小物・大物フィーダー、アイロン、スキャン、折り畳み、スタッキング、タオル折り畳み、タオルのハンドリング・仕分けなどの平物仕上げ機器、衣服仕上げ、ハンドリング・仕分け、フォルダー機器、洗濯、水抽出、乾燥、仕上げ製品からなるマットシステムを提供している。また、ランドリー業界向けにスタッフのスケジューリング、勤怠管理、追跡機能を提供する生産管理システム「グローブ」、ランドリー工程をリアルタイムで確認・追跡できる情報システム「ジェンセン・コックピット」、スタッフと設備の計画と計測を行う「生産情報管理システム」、ロボット製品も提供している。さらに、サービスやスペアパーツ、ランドリー管理者や技術者がJENSENの技術専門家とつながるためのトレーニングであるJENSENアカデミー、設計コンサルタント、財務、設置サービスも提供している。JENSENとInwatecブランドの製品とサービスを、自社の販売・サービスセンターと世界中の独立した正規代理店を通じて販売している。Jensen-Group NV は 1937 年に設立され、ベルギーの Wetteren に本拠を置く。もっと見るJensen-Group NV 基礎のまとめJensen-Group の収益と売上を時価総額と比較するとどうか。XD1 基礎統計学時価総額€748.69m収益（TTM）€58.80m売上高(TTM)€540.78m12.7xPER（株価収益率1.4xP/SレシオXD1 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XD1 損益計算書（TTM）収益€540.78m売上原価€309.04m売上総利益€231.74mその他の費用€172.94m収益€58.80m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）6.41グロス・マージン42.85%純利益率10.87%有利子負債／自己資本比率18.6%XD1 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1.8%現在の配当利回り24%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2026/07/10 05:41終値2026/07/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Jensen-Group NV 1 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。1 アナリスト機関Guy SipsKBC Securities NV
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. 6 experienced directors. 1 highly experienced director. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • May 20Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 20Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).
お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.
お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
Board Change • Dec 30Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
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. 6 experienced directors. 1 highly experienced director. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • May 20Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 20Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).
お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.
お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
Board Change • Dec 30Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 20, 2025Jensen-Group NV, Annual General Meeting, May 20, 2025, at 10:00 Romance Standard Time. Location: gent Belgium
お知らせ • Feb 19+ 1 more updateJensen-Group NV to Report First Half, 2025 Results on Aug 07, 2025Jensen-Group NV announced that they will report first half, 2025 results on Aug 07, 2025
Reported Earnings • Aug 12First half 2024 earnings released: EPS: €2.26 (vs €1.93 in 1H 2023)First half 2024 results: EPS: €2.26 (up from €1.93 in 1H 2023). Revenue: €227.3m (up 10.0% from 1H 2023). Net income: €21.7m (up 29% from 1H 2023). Profit margin: 9.5% (up from 8.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany.
お知らせ • Jul 24Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million.Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million on July 23, 2024. Following a phased acquisition approach, JENSEN-GROUP will acquire the remaining 15% stake in MAXI-PRESS, presently owned by the founding CEO and shareholder, Zaiser, in the course of the next three years, substantially applying similar valuation principles, and acquiring the shares in three annual tranches of 5% in order to achieve full ownership of MAXI-PRESS by the end of June 2027.The financial structure of the transaction is facilitated through direct cash payments complemented by a roll-over loan amounting to €24 million. For the period ending December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total revenue of €21.45 million and EBITDA of €5.64 million. As of December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total assets of €13.14 million. The transaction is set to take effect retroactively from January 1, 2024. Under the agreement, MAXI-PRESS will continue to operate under the well-established MAXIPRESS brand, while Zaiser has agreed to continue to serve as managing director of MAXI-PRESS, at least for the next three years, in order to further develop and gradually integrate MAXI-PRESS as part of JENSEN-GROUP and will report directly to the JENSEN-GROUP Executive Management Team. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG on July 23, 2024.
Upcoming Dividend • May 21Upcoming dividend of €0.53 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).
Board Change • Apr 10Less 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 Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Mar 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. 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 (24% increase in shares outstanding).
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €3.41 (vs €2.11 in FY 2022)Full year 2023 results: EPS: €3.41 (up from €2.11 in FY 2022). Revenue: €400.1m (up 17% from FY 2022). Net income: €31.2m (up 89% from FY 2022). Profit margin: 7.8% (up from 4.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.
お知らせ • Mar 06+ 1 more updateJensen-Group NV, Annual General Meeting, May 21, 2024Jensen-Group NV, Annual General Meeting, May 21, 2024.
New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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 June 2023 fiscal period end). Shareholders have been diluted in the past year (24% increase in shares outstanding).
Reported Earnings • Aug 13First half 2023 earnings released: EPS: €1.93 (vs €1.16 in 1H 2022)First half 2023 results: EPS: €1.93 (up from €1.16 in 1H 2022). Revenue: €206.7m (up 21% from 1H 2022). Net income: €16.8m (up 86% from 1H 2022). Profit margin: 8.1% (up from 5.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany.
New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% 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 Risks Earnings have declined by 9.6% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (22% increase in shares outstanding).
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Rudy Provoost was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 16+ 3 more updatesJensen-Group NV to Report First Half, 2023 Results on Aug 10, 2023Jensen-Group NV announced that they will report first half, 2023 results on Aug 10, 2023
