View Future GrowthNV Bekaert 過去の業績過去 基準チェック /06NV Bekaertの収益は年間平均-13.2%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間1.1% 3.5%割合で 減少しています。 NV Bekaertの自己資本利益率は3.1%であり、純利益率は1.8%です。主要情報-13.24%収益成長率-11.10%EPS成長率Metals and Mining 業界の成長29.18%収益成長率-3.51%株主資本利益率3.09%ネット・マージン1.82%次回の業績アップデート30 Jul 2026最近の業績更新お知らせ • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026お知らせ • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025Reported Earnings • Aug 01First half 2024 earnings released: EPS: €2.80 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.80 (up from €2.71 in 1H 2023). Revenue: €2.06b (down 11% from 1H 2023). Net income: €146.7m (flat on 1H 2023). Profit margin: 7.1% (up from 6.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €4.75 (vs €4.78 in FY 2022)Full year 2023 results: EPS: €4.75 (down from €4.78 in FY 2022). Revenue: €4.33b (down 23% from FY 2022). Net income: €254.6m (down 5.3% from FY 2022). Profit margin: 5.9% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024Reported Earnings • Aug 02First half 2023 earnings released: EPS: €2.71 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €2.71 (down from €3.80 in 1H 2022). Revenue: €2.32b (down 8.2% from 1H 2022). Net income: €146.7m (down 32% from 1H 2022). Profit margin: 6.3% (down from 8.6% in 1H 2022). Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Tony Haag was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 13NV Bekaert SA Approves Dividend, Payable on May 19, 2026NV Bekaert SA at the annual general meeting of shareholders held on May 13, 2026 approved the distribution of a gross dividend of €1.95 per share. The dividend ex-date is 15 May 2026. The dividend will be payable on 19 May 2026.お知らせ • May 11Bekaert Announces CEO ChangesBekaert has appointed Olivier Biebuyck as Chief Executive Officer. His extensive experience in leading, growing and transforming global industrial businesses, both organically and through acquisitions, will be a key enabler in delivering on Bekaert’s strategic ambitions for the future. The appointment takes effect on June 1, 2026. Yves Kerstens, current Chief Executive Officer and member of the Board of Directors of Bekaert, will conclude his mandate on May 31, 2026 after having led the company over the past years.お知らせ • Feb 26Nv Bekaert Sa Proposes Dividend for 2025NV Bekaert SA Proposed dividend increase from €1.90 to €1.95 per share, alongside ongoing €200 million share buyback for 2025.お知らせ • Jan 29NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million.NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million on January 27, 2026. A cash consideration of €60 million will be paid by NV Bekaert SA. The transaction will be financed from available cash balances of NV Bekaert SA. The transaction is estimated to add approximately €80 million to Bekaert's consolidated sales on an annual basis. The transaction is part of the business restructuring and rebuilding in Bridgestone’s Mid-Term Business Plan (2024–2026), aimed at reinforcing business quality across the value chain. The transaction is subject to applicable regulatory approvals and customary closing conditions and is expected to close in the first half of 2026.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.お知らせ • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026お知らせ • Mar 03NV Bekaert SA, Annual General Meeting, May 14, 2025NV Bekaert SA, Annual General Meeting, May 14, 2025.お知らせ • Feb 28+ 1 more updateNV Bekaert SA Proposes Dividend for the Year 2024NV Bekaert SA's Board of Directors is committed to maintaining a strategic capital allocation policy, balancing investment in future growth and innovation, with maintaining a strong balance sheet and growing shareholder returns over time. The group is continuing its policy of progressively growing the dividend year-on-year and announced a gross dividend of €1.90 per share (an increase of 6% y-on-y), to be proposed by the Board at the Annual General Meeting of Shareholders in May 2025. This proposed dividend to shareholders would be alongside the ongoing buyback of up to €200 million of Bekaert shares.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.お知らせ • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025Reported Earnings • Aug 01First half 2024 earnings released: EPS: €2.80 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.80 (up from €2.71 in 1H 2023). Revenue: €2.06b (down 11% from 1H 2023). Net income: €146.7m (flat on 1H 2023). Profit margin: 7.1% (up from 6.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.Declared Dividend • Mar 11Dividend of €1.26 announcedShareholders will receive a dividend of €1.26. Ex-date: 10th May 2024 Payment date: 14th May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €4.75 (vs €4.78 in FY 2022)Full year 2023 results: EPS: €4.75 (down from €4.78 in FY 2022). Revenue: €4.33b (down 23% from FY 2022). Net income: €254.6m (down 5.3% from FY 2022). Profit margin: 5.9% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024Buy Or Sell Opportunity • Mar 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to €45.56. The fair value is estimated to be €57.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to decline by 4.5% per annum. Earnings are forecast to grow by 11% per annum over the same time period.お知らせ • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).New Risk • Oct 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (5.5% increase in shares outstanding).New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Aug 02First half 2023 earnings released: EPS: €2.71 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €2.71 (down from €3.80 in 1H 2022). Revenue: €2.32b (down 8.2% from 1H 2022). Net income: €146.7m (down 32% from 1H 2022). Profit margin: 6.3% (down from 8.6% in 1H 2022). Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin).お知らせ • Jul 28+ 1 more updateBekaert Announces Board ChangesOswald Schmid, Chief Executive Officer and member of the Board of Directors of Bekaert, will retire on 31 August 2023 after having led the company successfully over the past three years. He also will step down as Director on the same date. The Board of Directors of Bekaert has appointed Yves Kerstensas Chief Executive Officer. Yves was already a member of the Bekaert Group Executive and was Divisional CEO of Bekaert’s Specialty Businesses. The appointment takes effect on 1 September 2023. The Board of Directors will coopt Yves Kerstens as Director until the Annual General Meeting of Shareholders to be held in May 2024.お知らせ • May 11Nv Bekaert Sa Approves Dividend, Payable on May 15, 2023NV Bekaert SA announced at the AGM held on Mau 10, 2023 that the company approved distribution of a gross dividend of €1.65 per share. The dividend ex-date is 11 May 2023. The dividend will be payable on 15 May 2023 by the following banks: ING Belgium, Bank Degroof Petercam, BNP Paribas Fortis, KBC Bank and Belfius Bank in Belgium, Société Générale in France, ABN AMRO Bank in the Netherlands and UBS in Switzerland.お知らせ • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.Upcoming Dividend • May 04Upcoming dividend of €1.16 per share at 3.9% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).Reported Earnings • Apr 06Full year 2022 earnings releasedFull year 2022 results: EPS: €4.78. Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (up €268.9m from FY 2021). Profit margin: 4.8% (up from 0% in FY 2021). Revenue is expected to fall by 5.3% p.a. on average during the next 3 years compared to a 1.5% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €4.78 (vs €7.14 in FY 2021)Full year 2022 results: EPS: €4.78 (down from €7.14 in FY 2021). Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (down 34% from FY 2021). Profit margin: 4.8% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 2.9% p.a. on average during the next 2 years compared to a 1.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 23+ 2 more updatesNV Bekaert SA to Report Q2, 2023 Results on Jul 28, 2023NV Bekaert SA announced that they will report Q2, 2023 results on Jul 28, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €208.1m from profit in 1H 2021). Profit margin: (down from 9.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 3.8% compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 05Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (4.1%). Lower than average of industry peers (7.8%).Reported Earnings • Mar 29Full year 2021 earnings released: EPS: €7.14 (vs €2.38 in FY 2020)Full year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 31% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €30.42, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.86 per share.Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 8.8% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be €49.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.Reported Earnings • Aug 05First half 2021 earnings released: EPS €3.66 (vs €0.59 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.31b (up 30% from 1H 2020). Net income: €208.1m (up €174.7m from 1H 2020). Profit margin: 9.0% (up from 1.9% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 07Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 14 May 2021. Payment date: 18 May 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.4%).Reported Earnings • Mar 30Full year 2020 earnings released: EPS €2.38 (vs €0.73 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.77b (down 13% from FY 2019). Net income: €134.7m (up 226% from FY 2019). Profit margin: 3.6% (up from 1.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 28New 90-day high: €30.46The company is up 18% from its price of €25.90 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.08 per share.Is New 90 Day High Low • Jan 08New 90-day high: €28.86The company is up 59% from its price of €18.17 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.73 per share.Is New 90 Day High Low • Dec 07New 90-day high: €27.30The company is up 53% from its price of €17.79 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining 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 €8.74 per share.Is New 90 Day High Low • Nov 11New 90-day high: €20.40The company is up 16% from its price of €17.55 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.13 per share.Is New 90 Day High Low • Oct 16New 90-day high: €18.77The company is up 9.0% from its price of €17.23 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.08 per share.収支内訳NV Bekaert の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:BK8N 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 253,706672564930 Sep 253,7781212725130 Jun 253,8511742885231 Mar 253,9042062945331 Dec 243,9582393005330 Sep 244,0142473035330 Jun 244,0702553055331 Mar 244,1992553085431 Dec 234,3282553105530 Sep 234,5632113106030 Jun 234,7981673106531 Mar 234,9012023086431 Dec 225,0042373066230 Sep 225,0313253226030 Jun 225,0574133395831 Mar 224,9484083465931 Dec 214,8404043535930 Sep 214,5743573335730 Jun 214,3093093125431 Mar 214,0402222995231 Dec 203,7721352855030 Sep 203,823762845230 Jun 203,874172835431 Mar 204,098292925831 Dec 194,322413016230 Sep 194,345423066230 Jun 194,367443136131 Mar 194,336423216231 Dec 184,305403276430 Sep 184,232963336530 Jun 184,1591523396531 Mar 184,1291683406431 Dec 174,0981853416330 Sep 174,0451723386430 Jun 173,9921593356431 Mar 173,8531323256431 Dec 163,7151053156430 Sep 163,654943066330 Jun 163,593822966331 Mar 163,632922976431 Dec 153,6711022976530 Sep 153,587812906430 Jun 153,5046128363質の高い収益: BK8Nには€164.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: BK8Nの現在の純利益率 (1.8%)は、昨年(6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BK8Nの収益は過去 5 年間で年間13.2%減少しました。成長の加速: BK8Nは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: BK8Nは過去 1 年間で収益成長率がマイナス ( -71.8% ) となったため、 Metals and Mining業界平均 ( 32.5% ) と比較することが困難です。株主資本利益率高いROE: BK8Nの 自己資本利益率 ( 3.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/21 07:32終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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NV Bekaert SA 6 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。8 アナリスト機関Mourad LahmidiBNP ParibasBin GaoBofA Global ResearchFrank ClaassenDegroof Petercam5 その他のアナリストを表示
お知らせ • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026
お知らせ • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025
Reported Earnings • Aug 01First half 2024 earnings released: EPS: €2.80 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.80 (up from €2.71 in 1H 2023). Revenue: €2.06b (down 11% from 1H 2023). Net income: €146.7m (flat on 1H 2023). Profit margin: 7.1% (up from 6.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €4.75 (vs €4.78 in FY 2022)Full year 2023 results: EPS: €4.75 (down from €4.78 in FY 2022). Revenue: €4.33b (down 23% from FY 2022). Net income: €254.6m (down 5.3% from FY 2022). Profit margin: 5.9% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024
Reported Earnings • Aug 02First half 2023 earnings released: EPS: €2.71 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €2.71 (down from €3.80 in 1H 2022). Revenue: €2.32b (down 8.2% from 1H 2022). Net income: €146.7m (down 32% from 1H 2022). Profit margin: 6.3% (down from 8.6% in 1H 2022). Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Tony Haag was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 13NV Bekaert SA Approves Dividend, Payable on May 19, 2026NV Bekaert SA at the annual general meeting of shareholders held on May 13, 2026 approved the distribution of a gross dividend of €1.95 per share. The dividend ex-date is 15 May 2026. The dividend will be payable on 19 May 2026.
お知らせ • May 11Bekaert Announces CEO ChangesBekaert has appointed Olivier Biebuyck as Chief Executive Officer. His extensive experience in leading, growing and transforming global industrial businesses, both organically and through acquisitions, will be a key enabler in delivering on Bekaert’s strategic ambitions for the future. The appointment takes effect on June 1, 2026. Yves Kerstens, current Chief Executive Officer and member of the Board of Directors of Bekaert, will conclude his mandate on May 31, 2026 after having led the company over the past years.
お知らせ • Feb 26Nv Bekaert Sa Proposes Dividend for 2025NV Bekaert SA Proposed dividend increase from €1.90 to €1.95 per share, alongside ongoing €200 million share buyback for 2025.
お知らせ • Jan 29NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million.NV Bekaert SA (ENXTBR:BEKB) reached an agreement to acquire Bridgestone Metalpha (Thailand) Company Limited and Bridgestone (Shenyang) Steel Cord Co., Ltd. from Bridgestone Corporation (TSE:5108) for €60 million on January 27, 2026. A cash consideration of €60 million will be paid by NV Bekaert SA. The transaction will be financed from available cash balances of NV Bekaert SA. The transaction is estimated to add approximately €80 million to Bekaert's consolidated sales on an annual basis. The transaction is part of the business restructuring and rebuilding in Bridgestone’s Mid-Term Business Plan (2024–2026), aimed at reinforcing business quality across the value chain. The transaction is subject to applicable regulatory approvals and customary closing conditions and is expected to close in the first half of 2026.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 22Nv Bekaert Sa Provides Earnings Guidance for the Fiscal Year 2025NV Bekaert SA provides earnings guidance for the fiscal year 2025. For the period, the company expects sales of around €3.7 billion for Fiscal Year 2025.
お知らせ • Oct 23+ 3 more updatesNV Bekaert SA to Report Q3, 2026 Results on Nov 27, 2026NV Bekaert SA announced that they will report Q3, 2026 results on Nov 27, 2026
お知らせ • Mar 03NV Bekaert SA, Annual General Meeting, May 14, 2025NV Bekaert SA, Annual General Meeting, May 14, 2025.
お知らせ • Feb 28+ 1 more updateNV Bekaert SA Proposes Dividend for the Year 2024NV Bekaert SA's Board of Directors is committed to maintaining a strategic capital allocation policy, balancing investment in future growth and innovation, with maintaining a strong balance sheet and growing shareholder returns over time. The group is continuing its policy of progressively growing the dividend year-on-year and announced a gross dividend of €1.90 per share (an increase of 6% y-on-y), to be proposed by the Board at the Annual General Meeting of Shareholders in May 2025. This proposed dividend to shareholders would be alongside the ongoing buyback of up to €200 million of Bekaert shares.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 22NV Bekaert SA Provides Consolidated Earnings Guidance for the Financial Year 2024NV Bekaert SA provided consolidated earnings guidance for the financial year 2024. Consolidated sales slightly below €4 billion reflecting the ongoing effects of lower volumes and pricing and EBIT in the range of €340 million to €350 million.
お知らせ • Nov 08+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2024 Results on Feb 28, 2025NV Bekaert SA announced that they will report fiscal year 2024 results on Feb 28, 2025
Reported Earnings • Aug 01First half 2024 earnings released: EPS: €2.80 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.80 (up from €2.71 in 1H 2023). Revenue: €2.06b (down 11% from 1H 2023). Net income: €146.7m (flat on 1H 2023). Profit margin: 7.1% (up from 6.3% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 26NV Bekaert SA Reaffirms Earnings Guidance for the Year 2024NV Bekaert SA reaffirmed earnings guidance for the year 2024. The company’s resilient financial performance in first half and robust financial position gives confidence in its ability to further deliver on its strategic and financial priorities. There have been delays to some growth businesses and in this environment, management now expects a modest decline in sales in fiscal year 2024 against fiscal year 2023.
Declared Dividend • Mar 11Dividend of €1.26 announcedShareholders will receive a dividend of €1.26. Ex-date: 10th May 2024 Payment date: 14th May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: €4.75 (vs €4.78 in FY 2022)Full year 2023 results: EPS: €4.75 (down from €4.78 in FY 2022). Revenue: €4.33b (down 23% from FY 2022). Net income: €254.6m (down 5.3% from FY 2022). Profit margin: 5.9% (up from 4.8% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Mar 03+ 2 more updatesNV Bekaert SA to Report Fiscal Year 2023 Final Results on Mar 29, 2024NV Bekaert SA announced that they will report fiscal year 2023 final results on Mar 29, 2024
Buy Or Sell Opportunity • Mar 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to €45.56. The fair value is estimated to be €57.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to decline by 4.5% per annum. Earnings are forecast to grow by 11% per annum over the same time period.
お知らせ • Nov 17NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company expects Consolidated sales of approximately €4.3 billion reflecting the ongoing reversal of raw material cost inflation and the normalization of energy surcharges in 2022 .EBIT margin in the range of 8.5-8.7% (up from 8.2% last year).
New Risk • Oct 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (5.5% increase in shares outstanding).
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Aug 02First half 2023 earnings released: EPS: €2.71 (vs €3.80 in 1H 2022)First half 2023 results: EPS: €2.71 (down from €3.80 in 1H 2022). Revenue: €2.32b (down 8.2% from 1H 2022). Net income: €146.7m (down 32% from 1H 2022). Profit margin: 6.3% (down from 8.6% in 1H 2022). Revenue is forecast to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.6% net profit margin).
お知らせ • Jul 28+ 1 more updateBekaert Announces Board ChangesOswald Schmid, Chief Executive Officer and member of the Board of Directors of Bekaert, will retire on 31 August 2023 after having led the company successfully over the past three years. He also will step down as Director on the same date. The Board of Directors of Bekaert has appointed Yves Kerstensas Chief Executive Officer. Yves was already a member of the Bekaert Group Executive and was Divisional CEO of Bekaert’s Specialty Businesses. The appointment takes effect on 1 September 2023. The Board of Directors will coopt Yves Kerstens as Director until the Annual General Meeting of Shareholders to be held in May 2024.
お知らせ • May 11Nv Bekaert Sa Approves Dividend, Payable on May 15, 2023NV Bekaert SA announced at the AGM held on Mau 10, 2023 that the company approved distribution of a gross dividend of €1.65 per share. The dividend ex-date is 11 May 2023. The dividend will be payable on 15 May 2023 by the following banks: ING Belgium, Bank Degroof Petercam, BNP Paribas Fortis, KBC Bank and Belfius Bank in Belgium, Société Générale in France, ABN AMRO Bank in the Netherlands and UBS in Switzerland.
お知らせ • May 10NV Bekaert SA Provides Earnings Guidance for the Year 2023NV Bekaert SA provided earnings guidance for the year 2023. For the year, the company increases confidence in the delivery of expectations in 2023 and profitability ambitions of 9%-11% EBIT margin in the medium term, which remain unchanged.
Upcoming Dividend • May 04Upcoming dividend of €1.16 per share at 3.9% yieldEligible shareholders must have bought the stock before 11 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).
Reported Earnings • Apr 06Full year 2022 earnings releasedFull year 2022 results: EPS: €4.78. Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (up €268.9m from FY 2021). Profit margin: 4.8% (up from 0% in FY 2021). Revenue is expected to fall by 5.3% p.a. on average during the next 3 years compared to a 1.5% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €4.78 (vs €7.14 in FY 2021)Full year 2022 results: EPS: €4.78 (down from €7.14 in FY 2021). Revenue: €5.65b (up 17% from FY 2021). Net income: €268.9m (down 34% from FY 2021). Profit margin: 4.8% (down from 8.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 2.9% p.a. on average during the next 2 years compared to a 1.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 23+ 2 more updatesNV Bekaert SA to Report Q2, 2023 Results on Jul 28, 2023NV Bekaert SA announced that they will report Q2, 2023 results on Jul 28, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Henriette Ellekrog was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €208.1m from profit in 1H 2021). Profit margin: (down from 9.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 3.8% compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 05Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of German dividend payers (4.1%). Lower than average of industry peers (7.8%).
Reported Earnings • Mar 29Full year 2021 earnings released: EPS: €7.14 (vs €2.38 in FY 2020)Full year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 31% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €30.42, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.86 per share.
Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €7.14 (up from €2.38 in FY 2020). Revenue: €4.84b (up 28% from FY 2020). Net income: €407.0m (up 202% from FY 2020). Profit margin: 8.4% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 8.8% growth forecast for the mining industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock is up 8.7%. The fair value is estimated to be €49.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.
Reported Earnings • Aug 05First half 2021 earnings released: EPS €3.66 (vs €0.59 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.31b (up 30% from 1H 2020). Net income: €208.1m (up €174.7m from 1H 2020). Profit margin: 9.0% (up from 1.9% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 07Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 14 May 2021. Payment date: 18 May 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.4%).
Reported Earnings • Mar 30Full year 2020 earnings released: EPS €2.38 (vs €0.73 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €3.77b (down 13% from FY 2019). Net income: €134.7m (up 226% from FY 2019). Profit margin: 3.6% (up from 1.0% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 28New 90-day high: €30.46The company is up 18% from its price of €25.90 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.08 per share.
Is New 90 Day High Low • Jan 08New 90-day high: €28.86The company is up 59% from its price of €18.17 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.73 per share.
Is New 90 Day High Low • Dec 07New 90-day high: €27.30The company is up 53% from its price of €17.79 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining 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 €8.74 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €20.40The company is up 16% from its price of €17.55 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.13 per share.
Is New 90 Day High Low • Oct 16New 90-day high: €18.77The company is up 9.0% from its price of €17.23 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.08 per share.