Birkenstock Holding（7PV）株式概要ビルケンシュトック・ホールディングは、フットウェア製品の製造と販売を行っている。 詳細7PV 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4/6過去の実績5/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より28.3%で取引されている 収益は年間20.68%増加すると予測されています 過去1年間で収益は40.9%増加しました アナリストらは、株価が31.1%上昇するだろうとほぼ一致している。 リスク分析German市場と比較した過去 3 か月間の株価の変動過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る7PV Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW471,746 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 NarrativeBLINRODA471,746 investors already sharing narrativesYour Fair Value€Current Price€36.359.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue €3.7bEarnings €599.0mAdvancedSet Fair ValueView all narrativesBirkenstock Holding plc 競合他社Hugo BossSymbol: XTRA:BOSSMarket cap: €2.6badidasSymbol: XTRA:ADSMarket cap: €27.7btoniesSymbol: DB:TNIEMarket cap: €1.4bHuali Industrial GroupSymbol: SZSE:300979Market cap: CN¥40.7b価格と性能株価の高値、安値、推移の概要Birkenstock Holding過去の株価現在の株価US$36.3552週高値US$45.5452週安値US$26.95ベータ1.31ヶ月の変化-6.44%3ヶ月変化33.39%1年変化-11.99%3年間の変化n/a5年間の変化n/aIPOからの変化-4.27%最新ニュースお知らせ • 4h+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Year 2026Birkenstock Holding plc raising earnings guidance for the year 2026. For the year, the company is raising its Fiscal 2026 guidance for revenue growth to 15%. Revenue growth of 15% in constant currency, resulting in reported revenue at the high end of EUR 2,300 million - EUR 2,350 million.お知らせ • Aug 07Birkenstock Holding plc Announces Resignation of Alexandre Arnault as Director, Effective August 6, 2026Birkenstock Holding plc announced the resignation of Alexandre Arnault, Director, from his office as a member of the Company's Board of Directors, effective from August 6, 2026. To fill the vacancy, the Company is approaching potential independent candidates. Once a suitably qualified individual has been identified, such person shall be appointed to the Board of Directors. On August 6, 2026, the Company's Board of Directors acknowledged the resignation tendered by Alexandre Arnault, Director, from his office as a member of the Board of Directors. Alexandre Arnault tendered his resignation due to professional commitments, effective as of August 6, 2026. The Board of Directors will be called upon to adopt, at the first available meeting, the resolutions to appoint a new independent director once a qualified individual has been identified.Buy Or Sell Opportunity • Jul 16Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €37.10. The fair value is estimated to be €47.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.お知らせ • Jul 15Birkenstock Holding plc to Report Q3, 2026 Results on Aug 13, 2026Birkenstock Holding plc announced that they will report Q3, 2026 results Pre-Market on Aug 13, 2026お知らせ • Jun 29+ 5 more updatesBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBuy Or Sell Opportunity • Jun 23Now 21% undervaluedOver the last 90 days, the stock has risen 20% to €37.75. The fair value is estimated to be €47.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.最新情報をもっと見るRecent updatesお知らせ • 4h+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Year 2026Birkenstock Holding plc raising earnings guidance for the year 2026. For the year, the company is raising its Fiscal 2026 guidance for revenue growth to 15%. Revenue growth of 15% in constant currency, resulting in reported revenue at the high end of EUR 2,300 million - EUR 2,350 million.お知らせ • Aug 07Birkenstock Holding plc Announces Resignation of Alexandre Arnault as Director, Effective August 6, 2026Birkenstock Holding plc announced the resignation of Alexandre Arnault, Director, from his office as a member of the Company's Board of Directors, effective from August 6, 2026. To fill the vacancy, the Company is approaching potential independent candidates. Once a suitably qualified individual has been identified, such person shall be appointed to the Board of Directors. On August 6, 2026, the Company's Board of Directors acknowledged the resignation tendered by Alexandre Arnault, Director, from his office as a member of the Board of Directors. Alexandre Arnault tendered his resignation due to professional commitments, effective as of August 6, 2026. The Board of Directors will be called upon to adopt, at the first available meeting, the resolutions to appoint a new independent director once a qualified individual has been identified.Buy Or Sell Opportunity • Jul 16Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €37.10. The fair value is estimated to be €47.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.お知らせ • Jul 15Birkenstock Holding plc to Report Q3, 2026 Results on Aug 13, 2026Birkenstock Holding plc announced that they will report Q3, 2026 results Pre-Market on Aug 13, 2026お知らせ • Jun 29+ 5 more updatesBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBuy Or Sell Opportunity • Jun 23Now 21% undervaluedOver the last 90 days, the stock has risen 20% to €37.75. The fair value is estimated to be €47.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €42.35, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Luxury industry in Europe. Total loss to shareholders of 5.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.93 per share.Recent Insider Transactions • Jun 10President of EMEA recently sold €3.3m worth of stockOn the 8th of June, Mehdi Bouyakhf sold around 90k shares on-market at roughly €36.85 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €96m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €38.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €47.74 per share.お知らせ • May 22Birkenstock Holding plc (NYSE:BIRK) announces an Equity Buyback for $250 million worth of its shares.Birkenstock Holding plc (NYSE:BIRK) announces a share repurchase program. Under the program, the company has entered into an agreement with a Goldman Sachs International to repurchase up to $250 million worth of its American Depositary Shares. The company expects to receive an initial delivery of 6,000,000 ADSs in May 20, 2026. The Company intends to fund the share repurchases under the Agreement with a combination of cash on hand and a drawing under its revolving credit facility and expects settlement to occur before June 30, 2026.Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent 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: Minority of independent directors. Lack of board continuity.お知らせ • Apr 13Birkenstock Holding plc to Report Q2, 2026 Results on May 13, 2026Birkenstock Holding plc announced that they will report Q2, 2026 results Pre-Market on May 13, 2026お知らせ • Mar 12Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026. Location: radisson blu waterfront hotel jersey, rue de, letau, st. helier, jersey je2 3wf, channel islands, Jerseyお知らせ • Feb 12Birkenstock Holding plc Maintains Earnings Guidance for the Fiscal Year Ending September 30, 2026Birkenstock Holding plc maintained earnings guidance for the fiscal year ending September 30, 2026. For the period, the company announced that it Maintains Its Financial Guidance for Fiscal Year 2026 (Ending September 30, 2026).お知らせ • Jan 13Birkenstock Holding plc Provides Earnings Guidance for Fiscal First Quarter 2026 Ended December 31, 2025Birkenstock Holding plc provided earnings guidance for the fiscal first quarter 2026 (ended December 31, 2025). For the year, the company expects revenue of €402 million, year-over-year growth of 11.1% on a reported basis and 17.8% in constant currency. The difference between reported and constant currency growth is primarily due to the significant depreciation of the US Dollar vs. the Euro in the fiscal first quarter 2026 compared to the fiscal first quarter 2025.お知らせ • Jan 12Birkenstock Holding plc to Report Q1, 2026 Results on Feb 12, 2026Birkenstock Holding plc announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Feb 12, 2026お知らせ • Dec 20Birkenstock Holding plc Provides Earnings Guidance for the Fiscal Year Ending September 30, 2026Birkenstock Holding plc provided earnings guidance for the fiscal year ending September 30, 2026. For the year, the company expects revenue growth in constant currency of 13-15%, translating into reported revenue of EUR 2.30 billion -EUR 2.35 billion, growth of 10-12%; currency translation headwind of approximately 300-350 basis points (at current exchange rates).お知らせ • Sep 25+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Fiscal 2025Birkenstock Holding plc raised earnings guidance for the fiscal 2025. The company expected its fiscal 2025 revenues, ahead of its prior guidance, the expected total revenues at least €2.09 billion, growth of 15.9% on a reported basis and 17.5% in constant currency, above guidance of 15-17%.お知らせ • Jul 14Birkenstock Holding plc to Report Q3, 2025 Results on Aug 14, 2025Birkenstock Holding plc announced that they will report Q3, 2025 results Pre-Market on Aug 14, 2025お知らせ • May 30Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million.Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,927,344 Price\Range: $52.154965お知らせ • May 29Birkenstock Holding plc has filed a Follow-on Equity Offering.Birkenstock Holding plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,691,399お知らせ • May 17Birkenstock Holding plc Updates Earnings Guidance for the Year 2025Birkenstock Holding plc updating earnings guidance for the year 2025. For the year, the company is updating its previous guidance Revenue growth is expected to be at the high end of 15-17% range in constant currency.お知らせ • Apr 15Birkenstock Holding plc to Report Q2, 2025 Results on May 15, 2025Birkenstock Holding plc announced that they will report Q2, 2025 results Pre-Market on May 15, 2025お知らせ • Mar 07Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025. Location: radisson blu waterfront hotel jersey, rue de l`etau, st. helier, jersey je2 3wf, Jerseyお知らせ • Feb 22Birkenstock Holding plc Confirms Earnings Guidance for the Fiscal Year 2025Birkenstock Holding plc confirmed earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 15%-17% in constant currency.お知らせ • Jan 22Birkenstock Holding plc Announces Chief Financial Officer ChangesBirkenstock Holding plc announced the appointment of Ivica Krolo as Chief Financial Officer (“CFO“) of the BIRKENSTOCK Group, effective from February 1, 2025. He will succeed Dr. Erik Massmann, who will step down from his duties as of January 31, 2025. BIRKENSTOCK and Mr. Massmann have agreed that Mr. Massmann will step down as CFO as of January 31, 2025. He will actively support the handover process to ensure a seamless transition. Mr. Massmann and his successor, Ivica Krolo, will jointly present the first fiscal quarter 2025 (ended December 31, 2024) financial results during the conference call scheduled for February 20, 2025. Ivica Krolo joins the BIRKENSTOCK Group from EMH Partners, a growth investment firm that invests in owner-managed technology companies, where he has served as Partner and CFO since 2015. He was a member of the Investment Advisory Committee and responsible for the areas of finance, tax, legal and corporate administration. Prior to this, Mr. Krolo was a Certified Public Auditor and Manager at PricewaterhouseCoopers, where he focused on auditing and advising listed and mid-sized companies, and, before that, an Audit Manager and Tax Consultant at Mazars, a leading global professional services network providing audit and assurance, tax, advisory and consulting services. Mr. Krolo holds a Master of Arts in Auditing, Finance and Taxation from the Universities of Applied Sciences Münster and Osnabrück and qualified as German Tax Advisor and Certified Public Auditor in 2013.お知らせ • Jan 10Birkenstock Holding plc to Report Q1, 2025 Results on Feb 20, 2025Birkenstock Holding plc announced that they will report Q1, 2025 results Pre-Market on Feb 20, 2025Board Change • Dec 30Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent 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: Minority of independent directors. Lack of board continuity.お知らせ • Dec 18Birkenstock Holding plc Provides Financial Guidance for the Fiscal Year Ending September 30, 2025Birkenstock Holding plc provides financial guidance for the fiscal year ending September 30, 2025. For the period, the company expects revenue growth of 15% to 17% in constant currency, with strong contribution from all segments, channels and categories.お知らせ • Nov 07Birkenstock Holding plc to Report Q4, 2024 Results on Dec 18, 2024Birkenstock Holding plc announced that they will report Q4, 2024 results Pre-Market on Dec 18, 2024Reported Earnings • Aug 30Third quarter 2024 earnings released: EPS: €0.40 (vs €0.34 in 3Q 2023)Third quarter 2024 results: EPS: €0.40 (up from €0.34 in 3Q 2023). Revenue: €564.8m (up 19% from 3Q 2023). Net income: €74.6m (up 18% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe.New Risk • Aug 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).Buy Or Sell Opportunity • Aug 29Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €45.66. The fair value is estimated to be €61.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 264% in the next 2 years.お知らせ • Aug 29Birkenstock Holding plc Confirms Earnings Guidance for the Full Year 2024Birkenstock Holding plc confirmed earnings guidance for the full year 2024. for the year, the company expects revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis.Buy Or Sell Opportunity • Aug 06Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €48.79. The fair value is estimated to be €61.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 270% in the next 2 years.お知らせ • Aug 02Birkenstock Holding plc to Report Q3, 2024 Results on Aug 29, 2024Birkenstock Holding plc announced that they will report Q3, 2024 results Pre-Market on Aug 29, 2024Buy Or Sell Opportunity • Jul 10Now 20% undervaluedOver the last 90 days, the stock has risen 29% to €51.54. The fair value is estimated to be €64.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 269% in the next 2 years.お知らせ • Jun 28Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million.Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $54 Discount Per Security: $1.62お知らせ • Jun 26Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million.Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $60.65Reported Earnings • Jun 04Second quarter 2024 earnings released: EPS: €0.38 (vs €0.27 in 2Q 2023)Second quarter 2024 results: EPS: €0.38 (up from €0.27 in 2Q 2023). Revenue: €481.2m (up 22% from 2Q 2023). Net income: €71.7m (up 45% from 2Q 2023). Profit margin: 15% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe.お知らせ • Jun 02Birkenstock Holding plc Revises Earnings Guidance for the Fiscal Year 2024Birkenstock Holding plc revised earnings guidance for the fiscal year 2024. For the year, the company expects reported revenue to be between EUR 1.77 billion to EUR 1.78 billion, reflecting overall revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis, up from its prior guidance of EUR 1.74 billion to EUR 1.76 billion, growth of 17% to 18% (in constant currency).お知らせ • Apr 20Birkenstock Holding plc to Report Q2, 2024 Results on May 30, 2024Birkenstock Holding plc announced that they will report Q2, 2024 results Pre-Market on May 30, 2024お知らせ • Apr 17Birkenstock Holding plc Announces the Appointment of Megan Kulick to Director Investor RelationsBirkenstock Holding plc announced the appointment of Megan Kulick to Director Investor Relations, effective April 15, 2024. Based in New York, Ms. Kulick will report to the Board of Directors of the Company. Ms. Kulick brings over 20 years of strong and international financial experience spanning investor relations, equity research, and portfolio management at top tier U.S. banks and large listed corporations. Most recently she led Investor Relations for Cresco Labs. Prior to that she held several senior positions, including the role of Head of Investor Relations at AYR Wellness Inc., Senior Vice President at PIMCO, Director at Merrill Lynch, and VP at JPMorgan Chase. Megan began her career at Merrill Lynch in Equity Research covering Telecommunications Services. Ms. Kulick holds a bachelor's degree in Business Administration and Finance from the University of Michigan and an MBA from the Colombia Business School.お知らせ • Apr 07Birkenstock Holding plc, Annual General Meeting, May 15, 2024Birkenstock Holding plc, Annual General Meeting, May 15, 2024, at 11:00 Coordinated Universal Time. Location: La Mare Wine Estate, La Rue de la Hougue Mauger, JE3 3BA Jersey, St Mary, Jersey Channel Islands Agenda: To receive the company’s annual report and consolidated accounts for the fiscal year ended September 30, 2023, together with the auditor’s report; to re-appoint j. Michael chu as a class i director of the company; to re-appoint Anne pitcher as a class i director of the company; to re-appoint an appropriate member of the global organization of member firms of Ernst & young global limited, being ey gmbh & co. kg wirtschaftsprüfungsgesellschaft (formerly known as Ernst & young gmbh wirtschaftsprüfungsgesellschaft) (“ey”) as auditor of the company to hold office from the conclusion of the annual general meeting until the conclusion of the annual general meeting of the company to be held in 2025; and to consider other matters.Reported Earnings • Mar 03First quarter 2024 earnings released: €0.038 loss per share (vs €0.05 loss in 1Q 2023)First quarter 2024 results: €0.038 loss per share (improved from €0.05 loss in 1Q 2023). Revenue: €302.9m (up 22% from 1Q 2023). Net loss: €7.15m (loss narrowed 22% from 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe.Buy Or Sell Opportunity • Feb 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €48.00. The fair value is estimated to be €38.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to €47.00. The fair value is estimated to be €38.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.お知らせ • Jan 27Birkenstock Holding plc to Report Q1, 2024 Results on Feb 29, 2024Birkenstock Holding plc announced that they will report Q1, 2024 results Pre-Market on Feb 29, 2024Buy Or Sell Opportunity • Jan 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €44.60. The fair value is estimated to be €35.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.Reported Earnings • Jan 19Full year 2023 earnings released: EPS: €0.41 (vs €1.02 in FY 2022)Full year 2023 results: EPS: €0.41 (down from €1.02 in FY 2022). Revenue: €1.49b (up 20% from FY 2022). Net income: €75.0m (down 60% from FY 2022). Profit margin: 5.0% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Europe.お知らせ • Jan 18Birkenstock Holding plc Provides Earnings Guidance for the Year 2024Birkenstock Holding plc provided earnings guidance for the year 2024. The company expects financial performance in fiscal year 2024 to be driven by substantial growth in geographic and category extension white spaces, backed by its engineered distribution model and a disciplined investment and capital management approach. The company expects revenues to be in the range of EUR 1.74 billion to EUR 1.76 billion on a constant currency basis, reflecting overall revenue growth of 17% to 18% compared to fiscal year 2023 with all segments and channels contributing to revenue growth.お知らせ • Jan 09Birkenstock Holding plc to Report Q4, 2023 Results on Jan 18, 2024Birkenstock Holding plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 18, 2024Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €45.00, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.24 per share.Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Oct 12High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 12Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion.Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,258,064 Price\Range: $46 Transaction Features: Reserved Share Offering株主還元7PVDE LuxuryDE 市場7D10.7%-3.0%0.3%1Y-12.0%-0.8%3.0%株主還元を見る業界別リターン: 7PV過去 1 年間で-0.8 % の収益を上げたGerman Luxury業界を下回りました。リターン対市場: 7PVは、過去 1 年間で3 % のリターンを上げたGerman市場を下回りました。価格変動Is 7PV's price volatile compared to industry and market?7PV volatility7PV Average Weekly Movement9.0%Luxury Industry Average Movement5.1%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: 7PVの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 7PVの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト17746,800Oliver Joachim Reichertwww.birkenstock-holding.comビルケンシュトック・ホールディングはフットウェア製品の製造と販売を行っている。また、サンダル、シューズ、クローズドトゥシルエット、スキンケア製品、アクセサリーも提供している。同社はeコマースサイトや直営店のネットワーク、企業間取引チャネルを通じて製品を販売している。米国、ブラジル、カナダ、メキシコ、ヨーロッパ、APMA、および海外で事業を展開している。以前はビルケンシュトック・グループ・リミテッドとして知られていた。ビルケンシュトック・ホールディングplcは1774年に設立され、イギリスのロンドンに本社を置いている。ビルケンシュトック・ホールディングはBK LC Lux MidCo S.à r.l.の子会社として運営されている。もっと見るBirkenstock Holding plc 基礎のまとめBirkenstock Holding の収益と売上を時価総額と比較するとどうか。7PV 基礎統計学時価総額€5.86b収益（TTM）€355.51m売上高(TTM)€2.18b18.4xPER（株価収益率3.0xP/Sレシオ7PV 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7PV 損益計算書（TTM）収益€0売上原価€0売上総利益€0その他の費用€0収益€0直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）1.93グロス・マージン57.75%純利益率16.30%有利子負債／自己資本比率40.0%7PV の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/13 16:44終値2026/08/13 00:00収益2026/06/30年間収益2025/09/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Birkenstock Holding plc 21 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。25 アナリスト機関Mark AltschwagerBairdLuca SolcaBernsteinLaurent VasilescuBNP Paribas22 その他のアナリストを表示
お知らせ • 4h+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Year 2026Birkenstock Holding plc raising earnings guidance for the year 2026. For the year, the company is raising its Fiscal 2026 guidance for revenue growth to 15%. Revenue growth of 15% in constant currency, resulting in reported revenue at the high end of EUR 2,300 million - EUR 2,350 million.
お知らせ • Aug 07Birkenstock Holding plc Announces Resignation of Alexandre Arnault as Director, Effective August 6, 2026Birkenstock Holding plc announced the resignation of Alexandre Arnault, Director, from his office as a member of the Company's Board of Directors, effective from August 6, 2026. To fill the vacancy, the Company is approaching potential independent candidates. Once a suitably qualified individual has been identified, such person shall be appointed to the Board of Directors. On August 6, 2026, the Company's Board of Directors acknowledged the resignation tendered by Alexandre Arnault, Director, from his office as a member of the Board of Directors. Alexandre Arnault tendered his resignation due to professional commitments, effective as of August 6, 2026. The Board of Directors will be called upon to adopt, at the first available meeting, the resolutions to appoint a new independent director once a qualified individual has been identified.
Buy Or Sell Opportunity • Jul 16Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €37.10. The fair value is estimated to be €47.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
お知らせ • Jul 15Birkenstock Holding plc to Report Q3, 2026 Results on Aug 13, 2026Birkenstock Holding plc announced that they will report Q3, 2026 results Pre-Market on Aug 13, 2026
お知らせ • Jun 29+ 5 more updatesBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth Benchmark
Buy Or Sell Opportunity • Jun 23Now 21% undervaluedOver the last 90 days, the stock has risen 20% to €37.75. The fair value is estimated to be €47.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
お知らせ • 4h+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Year 2026Birkenstock Holding plc raising earnings guidance for the year 2026. For the year, the company is raising its Fiscal 2026 guidance for revenue growth to 15%. Revenue growth of 15% in constant currency, resulting in reported revenue at the high end of EUR 2,300 million - EUR 2,350 million.
お知らせ • Aug 07Birkenstock Holding plc Announces Resignation of Alexandre Arnault as Director, Effective August 6, 2026Birkenstock Holding plc announced the resignation of Alexandre Arnault, Director, from his office as a member of the Company's Board of Directors, effective from August 6, 2026. To fill the vacancy, the Company is approaching potential independent candidates. Once a suitably qualified individual has been identified, such person shall be appointed to the Board of Directors. On August 6, 2026, the Company's Board of Directors acknowledged the resignation tendered by Alexandre Arnault, Director, from his office as a member of the Board of Directors. Alexandre Arnault tendered his resignation due to professional commitments, effective as of August 6, 2026. The Board of Directors will be called upon to adopt, at the first available meeting, the resolutions to appoint a new independent director once a qualified individual has been identified.
Buy Or Sell Opportunity • Jul 16Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €37.10. The fair value is estimated to be €47.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
お知らせ • Jul 15Birkenstock Holding plc to Report Q3, 2026 Results on Aug 13, 2026Birkenstock Holding plc announced that they will report Q3, 2026 results Pre-Market on Aug 13, 2026
お知らせ • Jun 29+ 5 more updatesBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth BenchmarkBirkenstock Holding plc(NYSE:BIRK) dropped from Russell Small Cap Comp Growth Benchmark
Buy Or Sell Opportunity • Jun 23Now 21% undervaluedOver the last 90 days, the stock has risen 20% to €37.75. The fair value is estimated to be €47.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €42.35, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Luxury industry in Europe. Total loss to shareholders of 5.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.93 per share.
Recent Insider Transactions • Jun 10President of EMEA recently sold €3.3m worth of stockOn the 8th of June, Mehdi Bouyakhf sold around 90k shares on-market at roughly €36.85 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €96m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €38.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €47.74 per share.
お知らせ • May 22Birkenstock Holding plc (NYSE:BIRK) announces an Equity Buyback for $250 million worth of its shares.Birkenstock Holding plc (NYSE:BIRK) announces a share repurchase program. Under the program, the company has entered into an agreement with a Goldman Sachs International to repurchase up to $250 million worth of its American Depositary Shares. The company expects to receive an initial delivery of 6,000,000 ADSs in May 20, 2026. The Company intends to fund the share repurchases under the Agreement with a combination of cash on hand and a drawing under its revolving credit facility and expects settlement to occur before June 30, 2026.
Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent 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: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 13Birkenstock Holding plc to Report Q2, 2026 Results on May 13, 2026Birkenstock Holding plc announced that they will report Q2, 2026 results Pre-Market on May 13, 2026
お知らせ • Mar 12Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026Birkenstock Holding plc, Annual General Meeting, Apr 29, 2026. Location: radisson blu waterfront hotel jersey, rue de, letau, st. helier, jersey je2 3wf, channel islands, Jersey
お知らせ • Feb 12Birkenstock Holding plc Maintains Earnings Guidance for the Fiscal Year Ending September 30, 2026Birkenstock Holding plc maintained earnings guidance for the fiscal year ending September 30, 2026. For the period, the company announced that it Maintains Its Financial Guidance for Fiscal Year 2026 (Ending September 30, 2026).
お知らせ • Jan 13Birkenstock Holding plc Provides Earnings Guidance for Fiscal First Quarter 2026 Ended December 31, 2025Birkenstock Holding plc provided earnings guidance for the fiscal first quarter 2026 (ended December 31, 2025). For the year, the company expects revenue of €402 million, year-over-year growth of 11.1% on a reported basis and 17.8% in constant currency. The difference between reported and constant currency growth is primarily due to the significant depreciation of the US Dollar vs. the Euro in the fiscal first quarter 2026 compared to the fiscal first quarter 2025.
お知らせ • Jan 12Birkenstock Holding plc to Report Q1, 2026 Results on Feb 12, 2026Birkenstock Holding plc announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Dec 20Birkenstock Holding plc Provides Earnings Guidance for the Fiscal Year Ending September 30, 2026Birkenstock Holding plc provided earnings guidance for the fiscal year ending September 30, 2026. For the year, the company expects revenue growth in constant currency of 13-15%, translating into reported revenue of EUR 2.30 billion -EUR 2.35 billion, growth of 10-12%; currency translation headwind of approximately 300-350 basis points (at current exchange rates).
お知らせ • Sep 25+ 2 more updatesBirkenstock Holding plc Raises Earnings Guidance for the Fiscal 2025Birkenstock Holding plc raised earnings guidance for the fiscal 2025. The company expected its fiscal 2025 revenues, ahead of its prior guidance, the expected total revenues at least €2.09 billion, growth of 15.9% on a reported basis and 17.5% in constant currency, above guidance of 15-17%.
お知らせ • Jul 14Birkenstock Holding plc to Report Q3, 2025 Results on Aug 14, 2025Birkenstock Holding plc announced that they will report Q3, 2025 results Pre-Market on Aug 14, 2025
お知らせ • May 30Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million.Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $934.999993 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,927,344 Price\Range: $52.154965
お知らせ • May 29Birkenstock Holding plc has filed a Follow-on Equity Offering.Birkenstock Holding plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,691,399
お知らせ • May 17Birkenstock Holding plc Updates Earnings Guidance for the Year 2025Birkenstock Holding plc updating earnings guidance for the year 2025. For the year, the company is updating its previous guidance Revenue growth is expected to be at the high end of 15-17% range in constant currency.
お知らせ • Apr 15Birkenstock Holding plc to Report Q2, 2025 Results on May 15, 2025Birkenstock Holding plc announced that they will report Q2, 2025 results Pre-Market on May 15, 2025
お知らせ • Mar 07Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025Birkenstock Holding plc, Annual General Meeting, Apr 29, 2025. Location: radisson blu waterfront hotel jersey, rue de l`etau, st. helier, jersey je2 3wf, Jersey
お知らせ • Feb 22Birkenstock Holding plc Confirms Earnings Guidance for the Fiscal Year 2025Birkenstock Holding plc confirmed earnings guidance for the fiscal year 2025. For the year, the company expects revenue growth of 15%-17% in constant currency.
お知らせ • Jan 22Birkenstock Holding plc Announces Chief Financial Officer ChangesBirkenstock Holding plc announced the appointment of Ivica Krolo as Chief Financial Officer (“CFO“) of the BIRKENSTOCK Group, effective from February 1, 2025. He will succeed Dr. Erik Massmann, who will step down from his duties as of January 31, 2025. BIRKENSTOCK and Mr. Massmann have agreed that Mr. Massmann will step down as CFO as of January 31, 2025. He will actively support the handover process to ensure a seamless transition. Mr. Massmann and his successor, Ivica Krolo, will jointly present the first fiscal quarter 2025 (ended December 31, 2024) financial results during the conference call scheduled for February 20, 2025. Ivica Krolo joins the BIRKENSTOCK Group from EMH Partners, a growth investment firm that invests in owner-managed technology companies, where he has served as Partner and CFO since 2015. He was a member of the Investment Advisory Committee and responsible for the areas of finance, tax, legal and corporate administration. Prior to this, Mr. Krolo was a Certified Public Auditor and Manager at PricewaterhouseCoopers, where he focused on auditing and advising listed and mid-sized companies, and, before that, an Audit Manager and Tax Consultant at Mazars, a leading global professional services network providing audit and assurance, tax, advisory and consulting services. Mr. Krolo holds a Master of Arts in Auditing, Finance and Taxation from the Universities of Applied Sciences Münster and Osnabrück and qualified as German Tax Advisor and Certified Public Auditor in 2013.
お知らせ • Jan 10Birkenstock Holding plc to Report Q1, 2025 Results on Feb 20, 2025Birkenstock Holding plc announced that they will report Q1, 2025 results Pre-Market on Feb 20, 2025
Board Change • Dec 30Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Nisha Kumar was the last independent 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: Minority of independent directors. Lack of board continuity.
お知らせ • Dec 18Birkenstock Holding plc Provides Financial Guidance for the Fiscal Year Ending September 30, 2025Birkenstock Holding plc provides financial guidance for the fiscal year ending September 30, 2025. For the period, the company expects revenue growth of 15% to 17% in constant currency, with strong contribution from all segments, channels and categories.
お知らせ • Nov 07Birkenstock Holding plc to Report Q4, 2024 Results on Dec 18, 2024Birkenstock Holding plc announced that they will report Q4, 2024 results Pre-Market on Dec 18, 2024
Reported Earnings • Aug 30Third quarter 2024 earnings released: EPS: €0.40 (vs €0.34 in 3Q 2023)Third quarter 2024 results: EPS: €0.40 (up from €0.34 in 3Q 2023). Revenue: €564.8m (up 19% from 3Q 2023). Net income: €74.6m (up 18% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe.
New Risk • Aug 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin).
Buy Or Sell Opportunity • Aug 29Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €45.66. The fair value is estimated to be €61.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 264% in the next 2 years.
お知らせ • Aug 29Birkenstock Holding plc Confirms Earnings Guidance for the Full Year 2024Birkenstock Holding plc confirmed earnings guidance for the full year 2024. for the year, the company expects revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis.
Buy Or Sell Opportunity • Aug 06Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €48.79. The fair value is estimated to be €61.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 270% in the next 2 years.
お知らせ • Aug 02Birkenstock Holding plc to Report Q3, 2024 Results on Aug 29, 2024Birkenstock Holding plc announced that they will report Q3, 2024 results Pre-Market on Aug 29, 2024
Buy Or Sell Opportunity • Jul 10Now 20% undervaluedOver the last 90 days, the stock has risen 29% to €51.54. The fair value is estimated to be €64.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 36%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 269% in the next 2 years.
お知らせ • Jun 28Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million.Birkenstock Holding plc has completed a Follow-on Equity Offering in the amount of $756 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $54 Discount Per Security: $1.62
お知らせ • Jun 26Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million.Birkenstock Holding plc has filed a Follow-on Equity Offering in the amount of $849.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $60.65
Reported Earnings • Jun 04Second quarter 2024 earnings released: EPS: €0.38 (vs €0.27 in 2Q 2023)Second quarter 2024 results: EPS: €0.38 (up from €0.27 in 2Q 2023). Revenue: €481.2m (up 22% from 2Q 2023). Net income: €71.7m (up 45% from 2Q 2023). Profit margin: 15% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe.
お知らせ • Jun 02Birkenstock Holding plc Revises Earnings Guidance for the Fiscal Year 2024Birkenstock Holding plc revised earnings guidance for the fiscal year 2024. For the year, the company expects reported revenue to be between EUR 1.77 billion to EUR 1.78 billion, reflecting overall revenue growth of approximately 19% on a reported basis and 20% on a constant currency basis, up from its prior guidance of EUR 1.74 billion to EUR 1.76 billion, growth of 17% to 18% (in constant currency).
お知らせ • Apr 20Birkenstock Holding plc to Report Q2, 2024 Results on May 30, 2024Birkenstock Holding plc announced that they will report Q2, 2024 results Pre-Market on May 30, 2024
お知らせ • Apr 17Birkenstock Holding plc Announces the Appointment of Megan Kulick to Director Investor RelationsBirkenstock Holding plc announced the appointment of Megan Kulick to Director Investor Relations, effective April 15, 2024. Based in New York, Ms. Kulick will report to the Board of Directors of the Company. Ms. Kulick brings over 20 years of strong and international financial experience spanning investor relations, equity research, and portfolio management at top tier U.S. banks and large listed corporations. Most recently she led Investor Relations for Cresco Labs. Prior to that she held several senior positions, including the role of Head of Investor Relations at AYR Wellness Inc., Senior Vice President at PIMCO, Director at Merrill Lynch, and VP at JPMorgan Chase. Megan began her career at Merrill Lynch in Equity Research covering Telecommunications Services. Ms. Kulick holds a bachelor's degree in Business Administration and Finance from the University of Michigan and an MBA from the Colombia Business School.
お知らせ • Apr 07Birkenstock Holding plc, Annual General Meeting, May 15, 2024Birkenstock Holding plc, Annual General Meeting, May 15, 2024, at 11:00 Coordinated Universal Time. Location: La Mare Wine Estate, La Rue de la Hougue Mauger, JE3 3BA Jersey, St Mary, Jersey Channel Islands Agenda: To receive the company’s annual report and consolidated accounts for the fiscal year ended September 30, 2023, together with the auditor’s report; to re-appoint j. Michael chu as a class i director of the company; to re-appoint Anne pitcher as a class i director of the company; to re-appoint an appropriate member of the global organization of member firms of Ernst & young global limited, being ey gmbh & co. kg wirtschaftsprüfungsgesellschaft (formerly known as Ernst & young gmbh wirtschaftsprüfungsgesellschaft) (“ey”) as auditor of the company to hold office from the conclusion of the annual general meeting until the conclusion of the annual general meeting of the company to be held in 2025; and to consider other matters.
Reported Earnings • Mar 03First quarter 2024 earnings released: €0.038 loss per share (vs €0.05 loss in 1Q 2023)First quarter 2024 results: €0.038 loss per share (improved from €0.05 loss in 1Q 2023). Revenue: €302.9m (up 22% from 1Q 2023). Net loss: €7.15m (loss narrowed 22% from 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe.
Buy Or Sell Opportunity • Feb 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €48.00. The fair value is estimated to be €38.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
Buy Or Sell Opportunity • Feb 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to €47.00. The fair value is estimated to be €38.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
お知らせ • Jan 27Birkenstock Holding plc to Report Q1, 2024 Results on Feb 29, 2024Birkenstock Holding plc announced that they will report Q1, 2024 results Pre-Market on Feb 29, 2024
Buy Or Sell Opportunity • Jan 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €44.60. The fair value is estimated to be €35.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
Reported Earnings • Jan 19Full year 2023 earnings released: EPS: €0.41 (vs €1.02 in FY 2022)Full year 2023 results: EPS: €0.41 (down from €1.02 in FY 2022). Revenue: €1.49b (up 20% from FY 2022). Net income: €75.0m (down 60% from FY 2022). Profit margin: 5.0% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Europe.
お知らせ • Jan 18Birkenstock Holding plc Provides Earnings Guidance for the Year 2024Birkenstock Holding plc provided earnings guidance for the year 2024. The company expects financial performance in fiscal year 2024 to be driven by substantial growth in geographic and category extension white spaces, backed by its engineered distribution model and a disciplined investment and capital management approach. The company expects revenues to be in the range of EUR 1.74 billion to EUR 1.76 billion on a constant currency basis, reflecting overall revenue growth of 17% to 18% compared to fiscal year 2023 with all segments and channels contributing to revenue growth.
お知らせ • Jan 09Birkenstock Holding plc to Report Q4, 2023 Results on Jan 18, 2024Birkenstock Holding plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 18, 2024
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €45.00, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.24 per share.
Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Oct 12High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. CEO & Director Oliver Reichert is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 12Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion.Birkenstock Holding Limited has completed an IPO in the amount of $1.483871 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,258,064 Price\Range: $46 Transaction Features: Reserved Share Offering
