View ValuationBilfinger 将来の成長Future 基準チェック /16Bilfinger利益と収益がそれぞれ年間16.9%と4.1%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17.3% 16.9%なると予測されています。主要情報16.9%収益成長率16.93%EPS成長率Commercial Services 収益成長17.4%収益成長率4.1%将来の株主資本利益率17.34%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報Price Target Changed • May 21Price target increased by 9.4% to €55.50Up from €50.75, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €49.95. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.00 for next year compared to €4.75 last year.Price Target Changed • Feb 16Price target increased by 8.9% to €46.40Up from €42.60, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of €42.86. Stock is up 16% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.75 last year.Price Target Changed • Jun 29Price target increased by 7.3% to €41.20Up from €38.40, the current price target is an average from 5 analysts. New target price is 28% above last closing price of €32.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.80 for next year compared to €0.71 last year.Price Target Changed • Feb 21Price target increased by 7.2% to €35.80Up from €33.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €36.46. Stock is up 9.5% over the past year. The company is forecast to post earnings per share of €2.67 for next year compared to €0.71 last year.Price Target Changed • Aug 14Price target decreased to €31.00Down from €33.50, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €28.82. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €3.02 last year.Price Target Changed • Jul 19Price target decreased to €33.50Down from €36.33, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €30.28. Stock is up 29% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €3.02 last year.すべての更新を表示Recent updatesDeclared Dividend • May 20Dividend increased to €2.80Dividend of €2.80 is 17% higher than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.1%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 04Bilfinger SE announces Annual dividend, payable on May 25, 2026Bilfinger SE announced Annual dividend of EUR 2.8000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.お知らせ • Apr 03+ 1 more updateBilfinger SE (XTRA:GBF) completed the acquisition of Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi.Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on December 18, 2025. The transaction is subject to competition authority approval and is expected to close in the first half of 2026. Bilfinger SE (XTRA:GBF) completed the acquisition of Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on April 1, 2026.お知らせ • Dec 19Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi.Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on December 18, 2025. The transaction is subject to competition authority approval and is expected to close in the first half of 2026.Reported Earnings • Aug 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €1.30 (up from €1.25 in 2Q 2024). Revenue: €1.35b (up 3.7% from 2Q 2024). Net income: €47.9m (up 1.7% from 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 47% per year.お知らせ • Aug 14+ 3 more updatesBilfinger SE to Report Q2, 2026 Results on Aug 12, 2026Bilfinger SE announced that they will report Q2, 2026 results on Aug 12, 2026お知らせ • Apr 02Bilfinger SE, Annual General Meeting, May 14, 2025Bilfinger SE, Annual General Meeting, May 14, 2025, at 13:00 W. Europe Standard Time.お知らせ • Mar 05Bilfinger SE announces Annual dividend, payable on May 19, 2025Bilfinger SE announced Annual dividend of EUR 2.4000 per share payable on May 19, 2025, ex-date on May 15, 2025 and record date on May 16, 2025.お知らせ • Dec 18Bilfinger SE (XTRA:GBF) agreed to acquire Rodoverken Ab from Induroc Fastighets Ab.Bilfinger SE (XTRA:GBF) agreed to acquire Rodoverken Ab from Induroc Fastighets Ab on December 13, 2024. The transaction includes both Rodoverken’s prefabrication site in Gródek, Poland, and its offices in Stenungsund, Sweden, as well as a total of around 100 employees. For the period ending December 31, 2023, Rodoverken Ab reported total revenue of €30 million. The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is in the first quarter of 2025.お知らせ • Nov 23+ 1 more updateBilfinger SE to Report Q1, 2025 Results on May 14, 2025Bilfinger SE announced that they will report Q1, 2025 results on May 14, 2025お知らせ • Aug 16Bilfinger SE to Report Q2, 2025 Results on Aug 14, 2025Bilfinger SE announced that they will report Q2, 2025 results at 12:00 PM, Central European Standard Time on Aug 14, 2025お知らせ • Aug 15Bilfinger SE to Report Fiscal Year 2024 Results on Mar 04, 2025Bilfinger SE announced that they will report fiscal year 2024 results on Mar 04, 2025Price Target Changed • May 21Price target increased by 9.4% to €55.50Up from €50.75, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €49.95. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.00 for next year compared to €4.75 last year.Reported Earnings • May 17First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.66 (up from €0.18 in 1Q 2023). Revenue: €1.09b (up 3.3% from 1Q 2023). Net income: €24.6m (up 267% from 1Q 2023). Profit margin: 2.3% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • May 09Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).Price Target Changed • Feb 16Price target increased by 8.9% to €46.40Up from €42.60, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of €42.86. Stock is up 16% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.75 last year.New Risk • Feb 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (92% payout ratio).Reported Earnings • Feb 15Full year 2023 earnings released: EPS: €4.75 (vs €0.71 in FY 2022)Full year 2023 results: EPS: €4.75 (up from €0.71 in FY 2022). Revenue: €8.97b (up 108% from FY 2022). Net income: €356.0m (up €327.7m from FY 2022). Profit margin: 4.0% (up from 0.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Jan 27+ 4 more updatesBilfinger SE to Report Q2, 2024 Results on Aug 13, 2024Bilfinger SE announced that they will report Q2, 2024 results on Aug 13, 2024お知らせ • Jan 24Bilfinger SE to Report Q4, 2023 Results on Feb 14, 2024Bilfinger SE announced that they will report Q4, 2023 results at 7:00 AM, Central European Standard Time on Feb 14, 2024Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: €1.12b (up 3.9% from 3Q 2022). Net income: €36.6m (up 63% from 3Q 2022). Profit margin: 3.3% (up from 2.1% in 3Q 2022). Revenue exceeded analyst estimates by 4.0%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany.お知らせ • Sep 07Bilfinger SE (XTRA:GBF) agreed to acquire Stork business in Belgium, Germany, Netherlands and turbo blading manufacturing in US from Fluor Corporation (NYSE:FLR).Bilfinger SE (XTRA:GBF) agreed to acquire Stork business in Belgium, Germany, Netherlands and turbo blading manufacturing in US from Fluor Corporation (NYSE:FLR) on September 7, 2023. This transaction is subject to consultations with and advice from the representative body of the applicable works councils, consultations with the trade unions and receipt of regulatory clearances along with other customary conditions and, subject to these conditions, is expected to be completed in the first half of 2024. Lazard is the financial advisor to Fluor Corporation (NYSE:FLR) on this transaction.Reported Earnings • Aug 15Second quarter 2023 earnings: Revenues in line with analyst expectationsSecond quarter 2023 results: Revenue: €1.12b (up 3.9% from 2Q 2022). Net income: €29.8m (up 66% from 2Q 2022). Profit margin: 2.7% (up from 1.7% in 2Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €35.84, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Commercial Services industry in Germany. Total returns to shareholders of 172% over the past three years.Price Target Changed • Jun 29Price target increased by 7.3% to €41.20Up from €38.40, the current price target is an average from 5 analysts. New target price is 28% above last closing price of €32.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.80 for next year compared to €0.71 last year.Reported Earnings • May 14First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: €0.19 (up from €0.15 loss in 1Q 2022). Revenue: €1.05b (up 9.6% from 1Q 2022). Net income: €7.00m (up €13.0m from 1Q 2022). Profit margin: 0.7% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 14Upcoming dividend of €1.30 per share at 3.3% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 25 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).Price Target Changed • Feb 21Price target increased by 7.2% to €35.80Up from €33.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €36.46. Stock is up 9.5% over the past year. The company is forecast to post earnings per share of €2.67 for next year compared to €0.71 last year.Reported Earnings • Feb 20Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.71 (down from €3.02 in FY 2021). Revenue: €4.31b (up 15% from FY 2021). Net income: €28.0m (down 77% from FY 2021). Profit margin: 0.6% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Bilfinger SE to Report First Half, 2023 Results on Aug 14, 2023Bilfinger SE announced that they will report first half, 2023 results on Aug 14, 2023お知らせ • Jan 20Bilfinger SE to Report Fiscal Year 2022 Results on Feb 14, 2023Bilfinger SE announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Feb 14, 2023Reported Earnings • Nov 11Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: €1.08b (up 14% from 3Q 2021). Net income: €22.4m (down 46% from 3Q 2021). Profit margin: 2.1% (down from 4.4% in 3Q 2021). Revenue exceeded analyst estimates by 5.2%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Aug 15+ 1 more updateBilfinger SE to Report Fiscal Year 2022 Results on Mar 13, 2023Bilfinger SE announced that they will report fiscal year 2022 results on Mar 13, 2023Price Target Changed • Aug 14Price target decreased to €31.00Down from €33.50, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €28.82. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €3.02 last year.分析記事 • Aug 14Returns Are Gaining Momentum At Bilfinger (FRA:GBF)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Aug 12Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: €0.44 (up from €0.20 in 2Q 2021). Revenue: €1.08b (up 10% from 2Q 2021). Net income: €18.0m (up 122% from 2Q 2021). Profit margin: 1.7% (up from 0.8% in 2Q 2021). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 26Is Bilfinger (FRA:GBF) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Jul 19Price target decreased to €33.50Down from €36.33, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €30.28. Stock is up 29% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €3.02 last year.分析記事 • Jul 08Is It Time To Consider Buying Bilfinger SE (FRA:GBF)?Bilfinger SE ( FRA:GBF ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...Price Target Changed • May 17Price target decreased to €34.33Down from €37.25, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €27.30. Stock is up 0.07% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €3.02 last year.Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: €0.15 loss per share (down from €0.27 profit in 1Q 2021). Revenue: €961.0m (up 15% from 1Q 2021). Net loss: €6.00m (down 155% from profit in 1Q 2021). Revenue exceeded analyst estimates by 8.8%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 4.3%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 05Upcoming dividend of €4.75 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.1%). In line with average of industry peers (2.8%).Reported Earnings • Mar 13Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.02 (up from €2.64 in FY 2020). Revenue: €3.74b (up 8.0% from FY 2020). Net income: €122.7m (up 15% from FY 2020). Profit margin: 3.3% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 109%. Over the next year, revenue is forecast to grow 7.3%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.03 (up from €2.64 in FY 2020). Revenue: €3.74b (up 8.0% from FY 2020). Net income: €123.0m (up 16% from FY 2020). Profit margin: 3.3% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 109%. Over the next year, revenue is forecast to grow 7.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €1.03 (vs €0.42 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €945.0m (up 8.6% from 3Q 2020). Net income: €42.0m (up €59.0m from 3Q 2020). Profit margin: 4.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Nov 05Price target increased to €35.38Up from €32.62, the current price target is an average from 6 analysts. New target price is 9.1% above last closing price of €32.42. Stock is up 71% over the past year. The company is forecast to post earnings per share of €1.53 for next year compared to €2.64 last year.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS €0.20 (vs €1.52 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €977.1m (up 23% from 2Q 2020). Net income: €8.10m (up €69.4m from 2Q 2020). Profit margin: 0.8% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Executive Departure • Jul 13Advisor Thomas Blades has left the companyOn the 30th of June, Thomas Blades was replaced as CEO by Christina Johansson. We don't have any record of a personal shareholding under Thomas' name. Thomas is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years.Price Target Changed • Jun 10Price target increased to €35.74Up from €33.40, the current price target is an average from 5 analysts. New target price is 34% above last closing price of €26.72. Stock is up 58% over the past year.Reported Earnings • May 13First quarter 2021 earnings released: EPS €0.27 (vs €0.57 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €833.0m (down 9.0% from 1Q 2020). Net income: €11.0m (up €34.0m from 1Q 2020). Profit margin: 1.3% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 09Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 16 April 2021. Payment date: 20 April 2021. Trailing yield: 5.9%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.1%).Is New 90 Day High Low • Mar 11New 90-day high: €31.90The company is up 28% from its price of €25.00 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €74.80 per share.Analyst Estimate Surprise Post Earnings • Mar 07Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.6%. Earnings per share (EPS) exceeded analyst estimates by 978%. Over the next year, revenue is forecast to grow 10%, compared to a 9.9% growth forecast for the Commercial Services industry in Germany.Analyst Estimate Surprise Post Earnings • Feb 13Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.6%. Earnings per share (EPS) exceeded analyst estimates by 978%. Over the next year, revenue is forecast to grow 11%, compared to a 7.9% growth forecast for the Commercial Services industry in Germany.Is New 90 Day High Low • Feb 05New 90-day high: €30.14The company is up 59% from its price of €18.95 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.34 per share.Is New 90 Day High Low • Jan 20New 90-day high: €29.96The company is up 58% from its price of €18.97 on 22 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.14 per share.Is New 90 Day High Low • Dec 31New 90-day high: €25.60The company is up 66% from its price of €15.42 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.74 per share.Price Target Changed • Dec 17Price target raised to €26.80Up from €25.00, the current price target is an average from 6 analysts. The new target price is 6.7% above the current share price of €25.12. As of last close, the stock is down 22% over the past year.Is New 90 Day High Low • Dec 10New 90-day high: €25.50The company is up 52% from its price of €16.78 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.87 per share.Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 3.6%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.Reported Earnings • Nov 13Third quarter 2020 earnings released: €0.42 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €870.0m (down 21% from 3Q 2019). Net loss: €17.0m (down 440% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Nov 11New 90-day high: €20.52The company is up 19% from its price of €17.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services 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 €34.76 per share.Is New 90 Day High Low • Sep 25New 90-day low: €14.49The company is down 9.0% from its price of €15.85 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.34 per share.業績と収益の成長予測DB:GBF - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,119295273363312/31/20275,937266273360412/31/20265,68022926935343/31/20265,472181225297N/A12/31/20255,427176314386N/A9/30/20255,366186309370N/A6/30/20255,266186293353N/A3/31/20255,217185263328N/A12/31/20245,038178178241N/A9/30/20244,871231201259N/A6/30/20244,704213204260N/A3/31/20244,520196135197N/A12/31/20234,48617886145N/A9/30/20234,48868N/AN/AN/A6/30/20234,4465396160N/A3/31/20234,40441N/AN/AN/A12/31/20224,31228106158N/A9/30/20224,09796N/AN/AN/A6/30/20223,96711571137N/A3/31/20223,865106N/AN/AN/A12/31/20213,73712354115N/A9/30/20213,637267-117N/A6/30/20213,562210-337N/A3/31/20213,379140142175N/A12/31/20203,46110677114N/A9/30/20203,650-94269314N/A6/30/20203,880-72233283N/A3/31/20204,234-203493N/A12/31/20194,3271N/A78N/A9/30/20194,371-18N/A5N/A6/30/20194,322-23N/A-18N/A3/31/20194,233-2N/A0N/A12/31/20184,153-21N/A35N/A9/30/20184,120-18N/A-16N/A6/30/20184,070-40N/A-25N/A3/31/20184,011-109N/A-103N/A12/31/20174,044-143N/A-83N/A9/30/20174,036-193N/A-165N/A6/30/20174,061-248N/A-108N/A3/31/20174,163-269N/A-179N/A12/31/20164,249-280N/A-327N/A9/30/20164,487-227N/A-123N/A6/30/20164,738-256N/A-113N/A3/31/20166,395-20N/A-7N/A12/31/20155,002-574N/A63N/A9/30/20155,369-528N/A34N/A6/30/20155,706-364N/A122N/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: GBFの予測収益成長率 (年間16.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: GBFの収益 ( 16.9% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: GBFの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: GBFの収益 ( 4.1% ) 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: GBFの収益 ( 4.1% ) 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: GBF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 ( 17.3 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 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2026/05/26 08:49終値2026/05/26 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Bilfinger SE 4 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。16 アナリスト機関Gunnar CohrsBerenbergGerhard OrgonasBNP ParibasAndreas InderstBNP Paribas13 その他のアナリストを表示
Price Target Changed • May 21Price target increased by 9.4% to €55.50Up from €50.75, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €49.95. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.00 for next year compared to €4.75 last year.
Price Target Changed • Feb 16Price target increased by 8.9% to €46.40Up from €42.60, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of €42.86. Stock is up 16% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.75 last year.
Price Target Changed • Jun 29Price target increased by 7.3% to €41.20Up from €38.40, the current price target is an average from 5 analysts. New target price is 28% above last closing price of €32.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.80 for next year compared to €0.71 last year.
Price Target Changed • Feb 21Price target increased by 7.2% to €35.80Up from €33.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €36.46. Stock is up 9.5% over the past year. The company is forecast to post earnings per share of €2.67 for next year compared to €0.71 last year.
Price Target Changed • Aug 14Price target decreased to €31.00Down from €33.50, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €28.82. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €3.02 last year.
Price Target Changed • Jul 19Price target decreased to €33.50Down from €36.33, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €30.28. Stock is up 29% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €3.02 last year.
Declared Dividend • May 20Dividend increased to €2.80Dividend of €2.80 is 17% higher than last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 3.1%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 12% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 04Bilfinger SE announces Annual dividend, payable on May 25, 2026Bilfinger SE announced Annual dividend of EUR 2.8000 per share payable on May 25, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
お知らせ • Apr 03+ 1 more updateBilfinger SE (XTRA:GBF) completed the acquisition of Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi.Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on December 18, 2025. The transaction is subject to competition authority approval and is expected to close in the first half of 2026. Bilfinger SE (XTRA:GBF) completed the acquisition of Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on April 1, 2026.
お知らせ • Dec 19Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi.Bilfinger SE (XTRA:GBF) agreed to acquire Teknokon Servis & Bakim and Teknokon Endustri Tesisleri Insaat Ve Montaj Anonim Sirketi from Teknokon Makina Imalat Ve Montaj Anonim Sirketi on December 18, 2025. The transaction is subject to competition authority approval and is expected to close in the first half of 2026.
Reported Earnings • Aug 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €1.30 (up from €1.25 in 2Q 2024). Revenue: €1.35b (up 3.7% from 2Q 2024). Net income: €47.9m (up 1.7% from 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 47% per year.
お知らせ • Aug 14+ 3 more updatesBilfinger SE to Report Q2, 2026 Results on Aug 12, 2026Bilfinger SE announced that they will report Q2, 2026 results on Aug 12, 2026
お知らせ • Apr 02Bilfinger SE, Annual General Meeting, May 14, 2025Bilfinger SE, Annual General Meeting, May 14, 2025, at 13:00 W. Europe Standard Time.
お知らせ • Mar 05Bilfinger SE announces Annual dividend, payable on May 19, 2025Bilfinger SE announced Annual dividend of EUR 2.4000 per share payable on May 19, 2025, ex-date on May 15, 2025 and record date on May 16, 2025.
お知らせ • Dec 18Bilfinger SE (XTRA:GBF) agreed to acquire Rodoverken Ab from Induroc Fastighets Ab.Bilfinger SE (XTRA:GBF) agreed to acquire Rodoverken Ab from Induroc Fastighets Ab on December 13, 2024. The transaction includes both Rodoverken’s prefabrication site in Gródek, Poland, and its offices in Stenungsund, Sweden, as well as a total of around 100 employees. For the period ending December 31, 2023, Rodoverken Ab reported total revenue of €30 million. The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is in the first quarter of 2025.
お知らせ • Nov 23+ 1 more updateBilfinger SE to Report Q1, 2025 Results on May 14, 2025Bilfinger SE announced that they will report Q1, 2025 results on May 14, 2025
お知らせ • Aug 16Bilfinger SE to Report Q2, 2025 Results on Aug 14, 2025Bilfinger SE announced that they will report Q2, 2025 results at 12:00 PM, Central European Standard Time on Aug 14, 2025
お知らせ • Aug 15Bilfinger SE to Report Fiscal Year 2024 Results on Mar 04, 2025Bilfinger SE announced that they will report fiscal year 2024 results on Mar 04, 2025
Price Target Changed • May 21Price target increased by 9.4% to €55.50Up from €50.75, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €49.95. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.00 for next year compared to €4.75 last year.
Reported Earnings • May 17First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.66 (up from €0.18 in 1Q 2023). Revenue: €1.09b (up 3.3% from 1Q 2023). Net income: €24.6m (up 267% from 1Q 2023). Profit margin: 2.3% (up from 0.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 43%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 09Upcoming dividend of €1.80 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.1%).
Price Target Changed • Feb 16Price target increased by 8.9% to €46.40Up from €42.60, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of €42.86. Stock is up 16% over the past year. The company is forecast to post earnings per share of €3.88 for next year compared to €4.75 last year.
New Risk • Feb 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risk Dividend is not well covered by earnings (92% payout ratio).
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: €4.75 (vs €0.71 in FY 2022)Full year 2023 results: EPS: €4.75 (up from €0.71 in FY 2022). Revenue: €8.97b (up 108% from FY 2022). Net income: €356.0m (up €327.7m from FY 2022). Profit margin: 4.0% (up from 0.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Jan 27+ 4 more updatesBilfinger SE to Report Q2, 2024 Results on Aug 13, 2024Bilfinger SE announced that they will report Q2, 2024 results on Aug 13, 2024
お知らせ • Jan 24Bilfinger SE to Report Q4, 2023 Results on Feb 14, 2024Bilfinger SE announced that they will report Q4, 2023 results at 7:00 AM, Central European Standard Time on Feb 14, 2024
Reported Earnings • Nov 16Third quarter 2023 earnings: Revenues exceed analyst expectationsThird quarter 2023 results: Revenue: €1.12b (up 3.9% from 3Q 2022). Net income: €36.6m (up 63% from 3Q 2022). Profit margin: 3.3% (up from 2.1% in 3Q 2022). Revenue exceeded analyst estimates by 4.0%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Germany.
お知らせ • Sep 07Bilfinger SE (XTRA:GBF) agreed to acquire Stork business in Belgium, Germany, Netherlands and turbo blading manufacturing in US from Fluor Corporation (NYSE:FLR).Bilfinger SE (XTRA:GBF) agreed to acquire Stork business in Belgium, Germany, Netherlands and turbo blading manufacturing in US from Fluor Corporation (NYSE:FLR) on September 7, 2023. This transaction is subject to consultations with and advice from the representative body of the applicable works councils, consultations with the trade unions and receipt of regulatory clearances along with other customary conditions and, subject to these conditions, is expected to be completed in the first half of 2024. Lazard is the financial advisor to Fluor Corporation (NYSE:FLR) on this transaction.
Reported Earnings • Aug 15Second quarter 2023 earnings: Revenues in line with analyst expectationsSecond quarter 2023 results: Revenue: €1.12b (up 3.9% from 2Q 2022). Net income: €29.8m (up 66% from 2Q 2022). Profit margin: 2.7% (up from 1.7% in 2Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Germany.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €35.84, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Commercial Services industry in Germany. Total returns to shareholders of 172% over the past three years.
Price Target Changed • Jun 29Price target increased by 7.3% to €41.20Up from €38.40, the current price target is an average from 5 analysts. New target price is 28% above last closing price of €32.24. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.80 for next year compared to €0.71 last year.
Reported Earnings • May 14First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: €0.19 (up from €0.15 loss in 1Q 2022). Revenue: €1.05b (up 9.6% from 1Q 2022). Net income: €7.00m (up €13.0m from 1Q 2022). Profit margin: 0.7% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 14Upcoming dividend of €1.30 per share at 3.3% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 25 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.5%).
Price Target Changed • Feb 21Price target increased by 7.2% to €35.80Up from €33.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €36.46. Stock is up 9.5% over the past year. The company is forecast to post earnings per share of €2.67 for next year compared to €0.71 last year.
Reported Earnings • Feb 20Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.71 (down from €3.02 in FY 2021). Revenue: €4.31b (up 15% from FY 2021). Net income: €28.0m (down 77% from FY 2021). Profit margin: 0.6% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Bilfinger SE to Report First Half, 2023 Results on Aug 14, 2023Bilfinger SE announced that they will report first half, 2023 results on Aug 14, 2023
お知らせ • Jan 20Bilfinger SE to Report Fiscal Year 2022 Results on Feb 14, 2023Bilfinger SE announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Feb 14, 2023
Reported Earnings • Nov 11Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: €1.08b (up 14% from 3Q 2021). Net income: €22.4m (down 46% from 3Q 2021). Profit margin: 2.1% (down from 4.4% in 3Q 2021). Revenue exceeded analyst estimates by 5.2%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Commercial Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15+ 1 more updateBilfinger SE to Report Fiscal Year 2022 Results on Mar 13, 2023Bilfinger SE announced that they will report fiscal year 2022 results on Mar 13, 2023
Price Target Changed • Aug 14Price target decreased to €31.00Down from €33.50, the current price target is an average from 4 analysts. New target price is 7.6% above last closing price of €28.82. Stock is down 0.3% over the past year. The company is forecast to post earnings per share of €2.01 for next year compared to €3.02 last year.
分析記事 • Aug 14Returns Are Gaining Momentum At Bilfinger (FRA:GBF)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Aug 12Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: €0.44 (up from €0.20 in 2Q 2021). Revenue: €1.08b (up 10% from 2Q 2021). Net income: €18.0m (up 122% from 2Q 2021). Profit margin: 1.7% (up from 0.8% in 2Q 2021). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 26Is Bilfinger (FRA:GBF) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Jul 19Price target decreased to €33.50Down from €36.33, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €30.28. Stock is up 29% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €3.02 last year.
分析記事 • Jul 08Is It Time To Consider Buying Bilfinger SE (FRA:GBF)?Bilfinger SE ( FRA:GBF ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
Price Target Changed • May 17Price target decreased to €34.33Down from €37.25, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €27.30. Stock is up 0.07% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €3.02 last year.
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: €0.15 loss per share (down from €0.27 profit in 1Q 2021). Revenue: €961.0m (up 15% from 1Q 2021). Net loss: €6.00m (down 155% from profit in 1Q 2021). Revenue exceeded analyst estimates by 8.8%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 4.3%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 05Upcoming dividend of €4.75 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.1%). In line with average of industry peers (2.8%).
Reported Earnings • Mar 13Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.02 (up from €2.64 in FY 2020). Revenue: €3.74b (up 8.0% from FY 2020). Net income: €122.7m (up 15% from FY 2020). Profit margin: 3.3% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 109%. Over the next year, revenue is forecast to grow 7.3%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €3.03 (up from €2.64 in FY 2020). Revenue: €3.74b (up 8.0% from FY 2020). Net income: €123.0m (up 16% from FY 2020). Profit margin: 3.3% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 109%. Over the next year, revenue is forecast to grow 7.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €1.03 (vs €0.42 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €945.0m (up 8.6% from 3Q 2020). Net income: €42.0m (up €59.0m from 3Q 2020). Profit margin: 4.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Nov 05Price target increased to €35.38Up from €32.62, the current price target is an average from 6 analysts. New target price is 9.1% above last closing price of €32.42. Stock is up 71% over the past year. The company is forecast to post earnings per share of €1.53 for next year compared to €2.64 last year.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS €0.20 (vs €1.52 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €977.1m (up 23% from 2Q 2020). Net income: €8.10m (up €69.4m from 2Q 2020). Profit margin: 0.8% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Executive Departure • Jul 13Advisor Thomas Blades has left the companyOn the 30th of June, Thomas Blades was replaced as CEO by Christina Johansson. We don't have any record of a personal shareholding under Thomas' name. Thomas is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years.
Price Target Changed • Jun 10Price target increased to €35.74Up from €33.40, the current price target is an average from 5 analysts. New target price is 34% above last closing price of €26.72. Stock is up 58% over the past year.
Reported Earnings • May 13First quarter 2021 earnings released: EPS €0.27 (vs €0.57 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €833.0m (down 9.0% from 1Q 2020). Net income: €11.0m (up €34.0m from 1Q 2020). Profit margin: 1.3% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 09Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 16 April 2021. Payment date: 20 April 2021. Trailing yield: 5.9%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.1%).
Is New 90 Day High Low • Mar 11New 90-day high: €31.90The company is up 28% from its price of €25.00 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €74.80 per share.
Analyst Estimate Surprise Post Earnings • Mar 07Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.6%. Earnings per share (EPS) exceeded analyst estimates by 978%. Over the next year, revenue is forecast to grow 10%, compared to a 9.9% growth forecast for the Commercial Services industry in Germany.
Analyst Estimate Surprise Post Earnings • Feb 13Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.6%. Earnings per share (EPS) exceeded analyst estimates by 978%. Over the next year, revenue is forecast to grow 11%, compared to a 7.9% growth forecast for the Commercial Services industry in Germany.
Is New 90 Day High Low • Feb 05New 90-day high: €30.14The company is up 59% from its price of €18.95 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.34 per share.
Is New 90 Day High Low • Jan 20New 90-day high: €29.96The company is up 58% from its price of €18.97 on 22 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.14 per share.
Is New 90 Day High Low • Dec 31New 90-day high: €25.60The company is up 66% from its price of €15.42 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.74 per share.
Price Target Changed • Dec 17Price target raised to €26.80Up from €25.00, the current price target is an average from 6 analysts. The new target price is 6.7% above the current share price of €25.12. As of last close, the stock is down 22% over the past year.
Is New 90 Day High Low • Dec 10New 90-day high: €25.50The company is up 52% from its price of €16.78 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.87 per share.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue and earnings miss expectationsRevenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 3.6%, compared to a 1.6% growth forecast for the Commercial Services industry in Germany.
Reported Earnings • Nov 13Third quarter 2020 earnings released: €0.42 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €870.0m (down 21% from 3Q 2019). Net loss: €17.0m (down 440% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Nov 11New 90-day high: €20.52The company is up 19% from its price of €17.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services 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 €34.76 per share.
Is New 90 Day High Low • Sep 25New 90-day low: €14.49The company is down 9.0% from its price of €15.85 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.34 per share.