Forterra（F0T）株式概要Forterra plcは英国で粘土とコンクリートを原料とする建築製品の製造・販売に従事している。 詳細F0T ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績1/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より55.4%で取引されている 収益は年間17.04%増加すると予測されています アナリストらは、株価が46%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 財務結果に影響を与える大きな一時的項目 不安定な配当実績 すべてのリスクチェックを見るF0T Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€1.5615.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6m460m2016201920222025202620282031Revenue UK£460.2mEarnings UK£20.3mAdvancedSet Fair ValueView all narrativesForterra plc 競合他社Sto SE KGaASymbol: XTRA:STO3Market cap: €650.3mHeidelberg MaterialsSymbol: XTRA:HEIMarket cap: €30.4bSIMONASymbol: DB:SIM0Market cap: €327.0mUzin UtzSymbol: XTRA:UZUMarket cap: €313.8m価格と性能株価の高値、安値、推移の概要Forterra過去の株価現在の株価UK£1.5652週高値UK£2.3452週安値UK£1.56ベータ0.751ヶ月の変化-15.22%3ヶ月変化-28.44%1年変化-29.73%3年間の変化-27.10%5年間の変化-53.85%IPOからの変化-30.26%最新ニュースお知らせ • 7hForterra plc Approves Final Dividend for the Year Ended 31 December 2025Forterra plc at its Annual General Meeting held on May 19, 2026 approved to declare the final dividend of 4.3 pence per Ordinary Share for the year ended 31 December 2025.Declared Dividend • May 20Final dividend of UK£0.043 announcedShareholders will receive a dividend of UK£0.043. Ex-date: 11th June 2026 Payment date: 6th July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 14Forterra plc Announces Appointment of Oliver Graham as an Independent Non-Executive Director, Effective 19 May 2026Forterra plc announced the appointment of Oliver Graham as an Independent Non-Executive Director of the Forterra Board with effect from the conclusion of the Annual General Meeting (AGM) on 19 May 2026. Oliver will also be appointed as a member of the Audit, Remuneration, Nomination and Sustainability Committees of the Board. Oliver is currently Chief Executive Officer of Ardagh Metal Packaging S.A. which has a market capitalisation of $2.48bn and operates 23 beverage can plants across Europe, North America and Brazil, serving leading beverage brands worldwide. Prior to his role at Ardagh, he was Group Commercial Director of Rexam which he joined in 2013 from Boston Consulting Group where he was Partner and Managing Director within the Consumer and Industrial Practices.お知らせ • Apr 09Forterra plc, Annual General Meeting, May 20, 2026Forterra plc, Annual General Meeting, May 20, 2026.お知らせ • Mar 16Forterra plc (LSE:FORT) announces an Equity Buyback for £20 million worth of its shares.Forterra plc (LSE:FORT) announces a share repurchase program. Under the program, the company will repurchase up to £20 million worth of its shares. The program will be valid till December 31, 2026.お知らせ • Mar 11+ 1 more updateForterra plc Announces Martin Sutherland to Retire as Independent Non-Executive DirectorForterra plc announced Independent Non-Executive Director, Martin Sutherland will be retiring from the Board at the upcoming AGM.最新情報をもっと見るRecent updatesお知らせ • 7hForterra plc Approves Final Dividend for the Year Ended 31 December 2025Forterra plc at its Annual General Meeting held on May 19, 2026 approved to declare the final dividend of 4.3 pence per Ordinary Share for the year ended 31 December 2025.Declared Dividend • May 20Final dividend of UK£0.043 announcedShareholders will receive a dividend of UK£0.043. Ex-date: 11th June 2026 Payment date: 6th July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 14Forterra plc Announces Appointment of Oliver Graham as an Independent Non-Executive Director, Effective 19 May 2026Forterra plc announced the appointment of Oliver Graham as an Independent Non-Executive Director of the Forterra Board with effect from the conclusion of the Annual General Meeting (AGM) on 19 May 2026. Oliver will also be appointed as a member of the Audit, Remuneration, Nomination and Sustainability Committees of the Board. Oliver is currently Chief Executive Officer of Ardagh Metal Packaging S.A. which has a market capitalisation of $2.48bn and operates 23 beverage can plants across Europe, North America and Brazil, serving leading beverage brands worldwide. Prior to his role at Ardagh, he was Group Commercial Director of Rexam which he joined in 2013 from Boston Consulting Group where he was Partner and Managing Director within the Consumer and Industrial Practices.お知らせ • Apr 09Forterra plc, Annual General Meeting, May 20, 2026Forterra plc, Annual General Meeting, May 20, 2026.お知らせ • Mar 16Forterra plc (LSE:FORT) announces an Equity Buyback for £20 million worth of its shares.Forterra plc (LSE:FORT) announces a share repurchase program. Under the program, the company will repurchase up to £20 million worth of its shares. The program will be valid till December 31, 2026.お知らせ • Mar 11+ 1 more updateForterra plc Announces Martin Sutherland to Retire as Independent Non-Executive DirectorForterra plc announced Independent Non-Executive Director, Martin Sutherland will be retiring from the Board at the upcoming AGM.お知らせ • Jan 07+ 1 more updateForterra plc to Report Fiscal Year 2025 Results on Mar 11, 2026Forterra plc announced that they will report fiscal year 2025 results on Mar 11, 2026お知らせ • Nov 11Forterra plc Provides Earnings Guidance for the Second HalfForterra plc provided earnings guidance for the second half . For the period, company anticipated that revenues will be at similar levels to H1.お知らせ • Jul 31Forterra plc Declares the Interim Dividend , Payable on October 10, 2025Forterra plc declared the interim dividend of 1.9 pence per share (2024: 1.0 pence). The interim dividend will be paid on 10 October 2025 to shareholders on the register at 19 September 2025.お知らせ • May 20Forterra plc Approves Final Dividend for the Year Ended 31 December 2024Forterra plc approved final dividend of 2.0 pence per Ordinary Share for the year ended 31 December 2024, at its AGM, held on 20 May 2025.お知らせ • Mar 12Forterra plc Proposes Final Dividend for the Year 2024, Payable on 4 July 2025The Board of Forterra plc proposing to distribute 40% of adjusted earnings for 2024 and accordingly is recommending a final dividend of 2.0 pence per share (2023: 2.0 pence) which, in addition to the interim dividend of 1.0 pence per share paid in October (2023: 2.4 pence), will bring the total dividend to 3.0 pence per share (2023: 4.4 pence). Subject to approval by shareholders, the final dividend will be paid on 4 July 2025 to shareholders on the register as at 13 June 2025.お知らせ • Mar 06Forterra plc Appoints Aysegul Sabanci as Independent Non-Executive Director, Effective 1 April 2025Forterra plc announced that Aysegul Sabanci will join the Board as an Independent Non-Executive Director with effect from 1 April 2025. She will also be appointed as a member of each of the Board's Committees. Aysegul has previously held executive roles primarily in commercial, procurement and supply chain management, most recently at ISG Ltd. as Group Head of Procurement and Supply Chain and prior to that as Group Procurement Manager at SPIE SA. She has held roles spanning every phase of construction. Aysegul has previous experience as a Non-Executive director, through her role on the Board of T Clarke plc and is currently a Non-Executive Director of Code for Construction Product Information.お知らせ • Feb 06Forterra plc, Annual General Meeting, May 20, 2025Forterra plc, Annual General Meeting, May 20, 2025.お知らせ • Feb 04Forterra plc Announces Executive ChangesForterra plc announced the appointment of Nigel Lingwood as Chair Designate effective from 1 April 2025. Pursuant to the Corporate Governance Code rules regarding independence, Justin Atkinson will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 20 May 2025. Justin joined Forterra's Board as a non-executive Director in April 2016 and was appointed as Chair in May 2019. Nigel will succeed Justin as Chair following the conclusion of the Company's AGM. Nigel is an experienced FTSE 250 chair, and former Group Finance Director of Diploma PLC where he spent 19 years overseeing substantial business growth. He is currently Chair of Volution Group plc, a leading supplier of ventilation products to the new build and residential construction markets in the UK, Continental Europe and Australasia. Nigel is also Senior Independent Director at Dialight plc, a global leader in industrial LED lighting technology and solutions.お知らせ • Oct 30+ 1 more updateForterra plc to Report Fiscal Year 2024 Results on Mar 12, 2025Forterra plc announced that they will report fiscal year 2024 results on Mar 12, 2025Upcoming Dividend • Sep 12Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 11 October 2024. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).お知らせ • Sep 11+ 1 more updateForterra plc announced that it has received $75 million in funding from a group of investorsForterra plc announced a private placement for the gross proceeds of $75,000,000 in Series B round of funding led by new investors Moore Strategic Ventures, XYZ Venture Capital, and Hedosophia on September 10, 2024. The transaction also included participation from new investor Standard Investments and existing investors, including Enlightenment Capital, Crescent Cove Advisors, and Four More Capital.Declared Dividend • Aug 02First half dividend of UK£0.01 announcedShareholders will receive a dividend of UK£0.01. Ex-date: 19th September 2024 Payment date: 11th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 180% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.043 (vs UK£0.067 in 1H 2023)First half 2024 results: EPS: UK£0.043 (down from UK£0.067 in 1H 2023). Revenue: UK£162.1m (down 12% from 1H 2023). Net income: UK£9.00m (down 35% from 1H 2023). Profit margin: 5.6% (down from 7.5% in 1H 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Jul 31Forterra plc to Report First Half, 2024 Results on Jul 30, 2024Forterra plc announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • Jul 30Forterra plc Declares an Interim Dividend for the Six Months Ended 30 June 2024, Payable on 11 October 2024The board of Forterra plc has declared an interim dividend for the six months ended 30 June 2024 of 1.0 pence per share (2023: 2.4 pence per share) with the distribution approximating to 1/3 interim, 2/3 final. The interim dividend will be paid on 11 October 2024 to shareholders on the register at 20 September 2024.Upcoming Dividend • Jun 06Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.3%).Buy Or Sell Opportunity • May 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to €1.98. The fair value is estimated to be €2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Buy Or Sell Opportunity • May 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to €1.88. The fair value is estimated to be €2.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Apr 16Forterra plc, Annual General Meeting, May 21, 2024Forterra plc, Annual General Meeting, May 21, 2024, at 11:00 Coordinated Universal Time. Location: Atherstone Road, Measham, Swadlincote, Derbyshire DE12 7EL Derbyshire United KingdomBuy Or Sell Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock has risen 1.0% to €1.99. The fair value is estimated to be €2.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Declared Dividend • Mar 28Final dividend of UK£0.02 announcedShareholders will receive a dividend of UK£0.02. Ex-date: 13th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.2% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 26Full year 2023 earnings released: EPS: UK£0.062 (vs UK£0.27 in FY 2022)Full year 2023 results: EPS: UK£0.062 (down from UK£0.27 in FY 2022). Revenue: UK£346.4m (down 24% from FY 2022). Net income: UK£12.8m (down 78% from FY 2022). Profit margin: 3.7% (down from 13% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Jan 24Forterra plc to Report Fiscal Year 2023 Results on Mar 26, 2024Forterra plc announced that they will report fiscal year 2023 results on Mar 26, 2024New Risk • Oct 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.9% net profit margin).Upcoming Dividend • Sep 14Upcoming dividend of UK£0.024 per share at 7.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.5%).New Risk • Jul 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.9% net profit margin).Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.067 (vs UK£0.16 in 1H 2022)First half 2023 results: EPS: UK£0.067 (down from UK£0.16 in 1H 2022). Revenue: UK£183.2m (down 18% from 1H 2022). Net income: UK£13.8m (down 61% from 1H 2022). Profit margin: 7.5% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Basic Materials 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12Forterra plc Announces Revenue Guidance for the Six-Month Period Ended 30 June 2023Forterra plc announced revenue guidance for the six-month period ended 30 June 2023. The company expects to report first half revenues of approximately £183 million, a decrease of 18% relative to the prior year (2022: £222.8 million).Upcoming Dividend • Jun 08Upcoming dividend of UK£0.10 per share at 7.9% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 54% and the cash payout ratio is 77%. Trailing yield: 7.9%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).お知らせ • May 24Forterra plc Approves Final Dividend for the Year Ended 31 December 2022Forterra plc in its AGM held on approved the final dividend of 10.1 pence per Ordinary Share for the year ended 31 December 2022.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.27 (vs UK£0.20 in FY 2021)Full year 2022 results: EPS: UK£0.27 (up from UK£0.20 in FY 2021). Revenue: UK£455.5m (up 23% from FY 2021). Net income: UK£58.8m (up 29% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 25+ 2 more updatesForterra plc, Annual General Meeting, May 23, 2023Forterra plc, Annual General Meeting, May 23, 2023.お知らせ • Nov 22Forterra plc Announces Chief Executive Officer ChangesThe Board of Forterra plc announced that Neil Ash will become Chief Executive Officer designate of Forterra on 3 April 2023. This appointment follows the announcement on 24 May 2022 that Stephen Harrison would be stepping down as Chief Executive Officer during the first half of 2023, allowing time both to commission the new Desford brick factory and support an orderly transition. Neil has almost three decades' experience in the building materials sector and an impressive track record of improving performance and delivering growth. Currently at Etex, the Belgian lightweight building materials manufacturer, he leads the Building Performance division which is a €2 billion revenue business. During his time at Etex Neil oversaw major capex projects, significant acquisitions, and developed its sales approach which delivered strong top line growth. His experience includes 15 years at Lafarge, where he undertook many roles, includingthe role of Vice President International Business Development and Sales and Commercial Director UK & Ireland of Lafarge Plasterboard.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 15Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (4.3%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£21.3m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jul 29Forterra plc Declares Interim Dividend for the Six Months ended 30 June 2022, Payable on 14 October 2022The board of Forterra plc maintained a dividend pay-out ratio of 55% of earnings. In line with this policy the Board has declared an interim dividend of 4.6 pence per share with the distribution approximating to 1/3 interim, 2/3 final. The interim dividend will be paid on 14 October 2022 to shareholders on the register at 23 September 2022.Upcoming Dividend • Jun 09Upcoming dividend of UK£0.067 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (3.7%).Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 5.5% over the past three years.お知らせ • May 26Forterra plc Approves Declare the Final Dividend for the Year Ended 31 December 2021Forterra plc at the AGM held on May 24, 2022, approved declare the final dividend of 6.7 pence per Ordinary Share for the year ended 31 December 2021.お知らせ • May 24Forterra plc Announces Stepdown of Stephen Harrison as Chief Executive OfficerForterra plc announced that Stephen Harrison has informed the Board of his intention to step down as Chief Executive Officer. Stephen will remain with the Company until the first half of 2023 allowing time both to commission the new Desford brick factory and support an orderly transition. The Board is commencing a process to appoint a successor and will provide an update in due course.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.20 (up from UK£0.026 loss in FY 2020). Revenue: UK£370.4m (up 27% from FY 2020). Net income: UK£45.5m (up UK£51.1m from FY 2020). Profit margin: 12% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 12%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.032 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 15 October 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.8%).Reported Earnings • Jul 31First half 2021 earnings released: EPS UK£0.093 (vs UK£0.10 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£180.3m (up 47% from 1H 2020). Net income: UK£21.3m (up UK£41.8m from 1H 2020). Profit margin: 12% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 10Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 09 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).お知らせ • May 19Forterra plc Approves Final Dividend for the Year Ended December 31, 2020Forterra plc at its AGM held on May 18, 2021 approved the final dividend of 2.8 pence per Ordinary Share for the year ended December 31, 2020.Recent Insider Transactions • Mar 31CFO & Director recently sold €78k worth of stockOn the 29th of March, Benjamin Guyatt sold around 23k shares on-market at roughly €3.36 per share. In the last 3 months, there was an even bigger sale from another insider worth €237k. Benjamin has been a seller over the last 12 months, reducing personal holdings by €96k.Is New 90 Day High Low • Mar 12New 90-day high: €3.30The company is up 39% from its price of €2.38 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.63 per share.Reported Earnings • Mar 10Full year 2020 earnings released: UK£0.026 loss per share (vs UK£0.24 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£291.9m (down 23% from FY 2019). Net loss: UK£5.60m (down 112% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 17%, compared to a 5.8% growth forecast for the Basic Materials industry in Germany.Recent Insider Transactions • Feb 10CEO & Executive Director recently sold €103k worth of stockOn the 5th of February, Stephen Harrison sold around 35k shares on-market at roughly €2.97 per share. In the last 3 months, they made an even bigger sale worth €237k. Stephen has been a seller over the last 12 months, reducing personal holdings by €337k.Is New 90 Day High Low • Feb 10New 90-day high: €3.00The company is up 31% from its price of €2.29 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.09 per share.Recent Insider Transactions • Feb 03CEO & Executive Director recently sold €237k worth of stockOn the 28th of January, Stephen Harrison sold around 84k shares on-market at roughly €2.81 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €234k.お知らせ • Jan 23Forterra plc to Report First Half, 2021 Results on Jul 29, 2021Forterra plc announced that they will report first half, 2021 results on Jul 29, 2021Is New 90 Day High Low • Jan 23New 90-day high: €2.96The company is up 33% from its price of €2.22 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.92 per share.Is New 90 Day High Low • Jan 08New 90-day high: €2.77The company is up 33% from its price of €2.08 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 Basic Materials industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.28 per share.お知らせ • Dec 19Forterra plc to Report Fiscal Year 2020 Results on Mar 09, 2021Forterra plc announced that they will report fiscal year 2020 results on Mar 09, 2021Is New 90 Day High Low • Nov 11New 90-day high: €2.29The company is up 23% from its price of €1.86 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 Basic Materials industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.65 per share.Is New 90 Day High Low • Oct 10New 90-day high: €2.08The company is up 5.0% from its price of €1.97 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Basic Materials industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.97 per share.お知らせ • Sep 10Forterra plc Omits Dividend Payment for the Financial Year 2020Forterra plc Board does not anticipate declaring a dividend (2019: 4.0 pence per share) for the financial year 2020 with current strategy focused on maintaining a strong balance sheet whilst continuing with the construction of new Desford brick factory. The Board is fully aware of the importance of dividend payments to shareholders and will endeavor to resume distributions as soon as the current levels of uncertainty subside and results allow.お知らせ • Jun 22+ 3 more updatesForterra plc(LSE:FORT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Forterra plc(LSE:FORT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)株主還元F0TDE Basic MaterialsDE 市場7D-10.9%-4.4%2.0%1Y-29.7%-15.0%-0.1%株主還元を見る業界別リターン: F0T過去 1 年間で-15 % の収益を上げたGerman Basic Materials業界を下回りました。リターン対市場: F0Tは、過去 1 年間で-0.1 % のリターンを上げたGerman市場を下回りました。価格変動Is F0T's price volatile compared to industry and market?F0T volatilityF0T Average Weekly Movement4.2%Basic Materials Industry Average Movement5.5%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: F0T 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: F0Tの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20161,500Neil Ashwww.forterra.co.ukForterra plcは、英国で粘土とコンクリートを原料とする建築製品の製造・販売を行っている。同社は3つのセグメントで事業を展開している：レンガ、ブロック、ビスポーク製品。レンガ、ブロック、ジェットフロア、ホローコア、梁・ブロック、床材、ボックスカルバート、オムニア橋デッキ・擁壁、クロスウォールフレーム、階段・踊り場、スタジアム部材、柱・梁などを提供している。また、ブリック・スリップ・クラッディング・システム、プレハブ・ウォール・システム、リテインド・ブリック・スリップ・システムなどの壁材・クラッディング・システム、粘土製品の煙突、屋根材、燃料部品・システム、特殊形状のレンガ、従来型・透水性舗装製品・付属品、都市排水システムなども提供している。London Brick、Butterley Brick、Ecostock Brick、Thermalite、Cradley Special Bricks、Conbloc、Bison Precast、Red Bank、Formpaveのブランド名で製品を提供している。同社は1960年に設立され、英国ノーサンプトンに本社を置いている。もっと見るForterra plc 基礎のまとめForterra の収益と売上を時価総額と比較するとどうか。F0T 基礎統計学時価総額€331.57m収益（TTM）€19.66m売上高(TTM)€446.44m16.9xPER（株価収益率0.7xP/SレシオF0T 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F0T 損益計算書（TTM）収益UK£386.00m売上原価UK£257.80m売上総利益UK£128.20mその他の費用UK£111.20m収益UK£17.00m直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）0.082グロス・マージン33.21%純利益率4.40%有利子負債／自己資本比率26.4%F0T の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.5%現在の配当利回り77%配当性向F0T 配当は確実ですか？F0T 配当履歴とベンチマークを見るF0T 、いつまでに購入すれば配当金を受け取れますか？Forterra 配当日配当落ち日Jun 11 2026配当支払日Jul 06 2026配当落ちまでの日数20 days配当支払日までの日数45 daysF0T 配当は確実ですか？F0T 配当履歴とベンチマークを見る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2026/05/21 01:36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Forterra plc 10 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。17 アナリスト機関Robert ChantryBerenbergHarry GoadBerenbergYves Brian BromeheadBNP Paribas14 その他のアナリストを表示
お知らせ • 7hForterra plc Approves Final Dividend for the Year Ended 31 December 2025Forterra plc at its Annual General Meeting held on May 19, 2026 approved to declare the final dividend of 4.3 pence per Ordinary Share for the year ended 31 December 2025.
Declared Dividend • May 20Final dividend of UK£0.043 announcedShareholders will receive a dividend of UK£0.043. Ex-date: 11th June 2026 Payment date: 6th July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 14Forterra plc Announces Appointment of Oliver Graham as an Independent Non-Executive Director, Effective 19 May 2026Forterra plc announced the appointment of Oliver Graham as an Independent Non-Executive Director of the Forterra Board with effect from the conclusion of the Annual General Meeting (AGM) on 19 May 2026. Oliver will also be appointed as a member of the Audit, Remuneration, Nomination and Sustainability Committees of the Board. Oliver is currently Chief Executive Officer of Ardagh Metal Packaging S.A. which has a market capitalisation of $2.48bn and operates 23 beverage can plants across Europe, North America and Brazil, serving leading beverage brands worldwide. Prior to his role at Ardagh, he was Group Commercial Director of Rexam which he joined in 2013 from Boston Consulting Group where he was Partner and Managing Director within the Consumer and Industrial Practices.
お知らせ • Apr 09Forterra plc, Annual General Meeting, May 20, 2026Forterra plc, Annual General Meeting, May 20, 2026.
お知らせ • Mar 16Forterra plc (LSE:FORT) announces an Equity Buyback for £20 million worth of its shares.Forterra plc (LSE:FORT) announces a share repurchase program. Under the program, the company will repurchase up to £20 million worth of its shares. The program will be valid till December 31, 2026.
お知らせ • Mar 11+ 1 more updateForterra plc Announces Martin Sutherland to Retire as Independent Non-Executive DirectorForterra plc announced Independent Non-Executive Director, Martin Sutherland will be retiring from the Board at the upcoming AGM.
お知らせ • 7hForterra plc Approves Final Dividend for the Year Ended 31 December 2025Forterra plc at its Annual General Meeting held on May 19, 2026 approved to declare the final dividend of 4.3 pence per Ordinary Share for the year ended 31 December 2025.
Declared Dividend • May 20Final dividend of UK£0.043 announcedShareholders will receive a dividend of UK£0.043. Ex-date: 11th June 2026 Payment date: 6th July 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 4.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 14Forterra plc Announces Appointment of Oliver Graham as an Independent Non-Executive Director, Effective 19 May 2026Forterra plc announced the appointment of Oliver Graham as an Independent Non-Executive Director of the Forterra Board with effect from the conclusion of the Annual General Meeting (AGM) on 19 May 2026. Oliver will also be appointed as a member of the Audit, Remuneration, Nomination and Sustainability Committees of the Board. Oliver is currently Chief Executive Officer of Ardagh Metal Packaging S.A. which has a market capitalisation of $2.48bn and operates 23 beverage can plants across Europe, North America and Brazil, serving leading beverage brands worldwide. Prior to his role at Ardagh, he was Group Commercial Director of Rexam which he joined in 2013 from Boston Consulting Group where he was Partner and Managing Director within the Consumer and Industrial Practices.
お知らせ • Apr 09Forterra plc, Annual General Meeting, May 20, 2026Forterra plc, Annual General Meeting, May 20, 2026.
お知らせ • Mar 16Forterra plc (LSE:FORT) announces an Equity Buyback for £20 million worth of its shares.Forterra plc (LSE:FORT) announces a share repurchase program. Under the program, the company will repurchase up to £20 million worth of its shares. The program will be valid till December 31, 2026.
お知らせ • Mar 11+ 1 more updateForterra plc Announces Martin Sutherland to Retire as Independent Non-Executive DirectorForterra plc announced Independent Non-Executive Director, Martin Sutherland will be retiring from the Board at the upcoming AGM.
お知らせ • Jan 07+ 1 more updateForterra plc to Report Fiscal Year 2025 Results on Mar 11, 2026Forterra plc announced that they will report fiscal year 2025 results on Mar 11, 2026
お知らせ • Nov 11Forterra plc Provides Earnings Guidance for the Second HalfForterra plc provided earnings guidance for the second half . For the period, company anticipated that revenues will be at similar levels to H1.
お知らせ • Jul 31Forterra plc Declares the Interim Dividend , Payable on October 10, 2025Forterra plc declared the interim dividend of 1.9 pence per share (2024: 1.0 pence). The interim dividend will be paid on 10 October 2025 to shareholders on the register at 19 September 2025.
お知らせ • May 20Forterra plc Approves Final Dividend for the Year Ended 31 December 2024Forterra plc approved final dividend of 2.0 pence per Ordinary Share for the year ended 31 December 2024, at its AGM, held on 20 May 2025.
お知らせ • Mar 12Forterra plc Proposes Final Dividend for the Year 2024, Payable on 4 July 2025The Board of Forterra plc proposing to distribute 40% of adjusted earnings for 2024 and accordingly is recommending a final dividend of 2.0 pence per share (2023: 2.0 pence) which, in addition to the interim dividend of 1.0 pence per share paid in October (2023: 2.4 pence), will bring the total dividend to 3.0 pence per share (2023: 4.4 pence). Subject to approval by shareholders, the final dividend will be paid on 4 July 2025 to shareholders on the register as at 13 June 2025.
お知らせ • Mar 06Forterra plc Appoints Aysegul Sabanci as Independent Non-Executive Director, Effective 1 April 2025Forterra plc announced that Aysegul Sabanci will join the Board as an Independent Non-Executive Director with effect from 1 April 2025. She will also be appointed as a member of each of the Board's Committees. Aysegul has previously held executive roles primarily in commercial, procurement and supply chain management, most recently at ISG Ltd. as Group Head of Procurement and Supply Chain and prior to that as Group Procurement Manager at SPIE SA. She has held roles spanning every phase of construction. Aysegul has previous experience as a Non-Executive director, through her role on the Board of T Clarke plc and is currently a Non-Executive Director of Code for Construction Product Information.
お知らせ • Feb 06Forterra plc, Annual General Meeting, May 20, 2025Forterra plc, Annual General Meeting, May 20, 2025.
お知らせ • Feb 04Forterra plc Announces Executive ChangesForterra plc announced the appointment of Nigel Lingwood as Chair Designate effective from 1 April 2025. Pursuant to the Corporate Governance Code rules regarding independence, Justin Atkinson will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 20 May 2025. Justin joined Forterra's Board as a non-executive Director in April 2016 and was appointed as Chair in May 2019. Nigel will succeed Justin as Chair following the conclusion of the Company's AGM. Nigel is an experienced FTSE 250 chair, and former Group Finance Director of Diploma PLC where he spent 19 years overseeing substantial business growth. He is currently Chair of Volution Group plc, a leading supplier of ventilation products to the new build and residential construction markets in the UK, Continental Europe and Australasia. Nigel is also Senior Independent Director at Dialight plc, a global leader in industrial LED lighting technology and solutions.
お知らせ • Oct 30+ 1 more updateForterra plc to Report Fiscal Year 2024 Results on Mar 12, 2025Forterra plc announced that they will report fiscal year 2024 results on Mar 12, 2025
Upcoming Dividend • Sep 12Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 11 October 2024. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).
お知らせ • Sep 11+ 1 more updateForterra plc announced that it has received $75 million in funding from a group of investorsForterra plc announced a private placement for the gross proceeds of $75,000,000 in Series B round of funding led by new investors Moore Strategic Ventures, XYZ Venture Capital, and Hedosophia on September 10, 2024. The transaction also included participation from new investor Standard Investments and existing investors, including Enlightenment Capital, Crescent Cove Advisors, and Four More Capital.
Declared Dividend • Aug 02First half dividend of UK£0.01 announcedShareholders will receive a dividend of UK£0.01. Ex-date: 19th September 2024 Payment date: 11th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 180% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.043 (vs UK£0.067 in 1H 2023)First half 2024 results: EPS: UK£0.043 (down from UK£0.067 in 1H 2023). Revenue: UK£162.1m (down 12% from 1H 2023). Net income: UK£9.00m (down 35% from 1H 2023). Profit margin: 5.6% (down from 7.5% in 1H 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 31Forterra plc to Report First Half, 2024 Results on Jul 30, 2024Forterra plc announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • Jul 30Forterra plc Declares an Interim Dividend for the Six Months Ended 30 June 2024, Payable on 11 October 2024The board of Forterra plc has declared an interim dividend for the six months ended 30 June 2024 of 1.0 pence per share (2023: 2.4 pence per share) with the distribution approximating to 1/3 interim, 2/3 final. The interim dividend will be paid on 11 October 2024 to shareholders on the register at 20 September 2024.
Upcoming Dividend • Jun 06Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 13 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.3%).
Buy Or Sell Opportunity • May 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to €1.98. The fair value is estimated to be €2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Buy Or Sell Opportunity • May 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to €1.88. The fair value is estimated to be €2.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Apr 16Forterra plc, Annual General Meeting, May 21, 2024Forterra plc, Annual General Meeting, May 21, 2024, at 11:00 Coordinated Universal Time. Location: Atherstone Road, Measham, Swadlincote, Derbyshire DE12 7EL Derbyshire United Kingdom
Buy Or Sell Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock has risen 1.0% to €1.99. The fair value is estimated to be €2.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Declared Dividend • Mar 28Final dividend of UK£0.02 announcedShareholders will receive a dividend of UK£0.02. Ex-date: 13th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.2% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 95% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: UK£0.062 (vs UK£0.27 in FY 2022)Full year 2023 results: EPS: UK£0.062 (down from UK£0.27 in FY 2022). Revenue: UK£346.4m (down 24% from FY 2022). Net income: UK£12.8m (down 78% from FY 2022). Profit margin: 3.7% (down from 13% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Jan 24Forterra plc to Report Fiscal Year 2023 Results on Mar 26, 2024Forterra plc announced that they will report fiscal year 2023 results on Mar 26, 2024
New Risk • Oct 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.9% net profit margin).
Upcoming Dividend • Sep 14Upcoming dividend of UK£0.024 per share at 7.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 70% but the company is not cash flow positive. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.5%).
New Risk • Jul 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.9% net profit margin).
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.067 (vs UK£0.16 in 1H 2022)First half 2023 results: EPS: UK£0.067 (down from UK£0.16 in 1H 2022). Revenue: UK£183.2m (down 18% from 1H 2022). Net income: UK£13.8m (down 61% from 1H 2022). Profit margin: 7.5% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Basic Materials 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12Forterra plc Announces Revenue Guidance for the Six-Month Period Ended 30 June 2023Forterra plc announced revenue guidance for the six-month period ended 30 June 2023. The company expects to report first half revenues of approximately £183 million, a decrease of 18% relative to the prior year (2022: £222.8 million).
Upcoming Dividend • Jun 08Upcoming dividend of UK£0.10 per share at 7.9% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 54% and the cash payout ratio is 77%. Trailing yield: 7.9%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).
お知らせ • May 24Forterra plc Approves Final Dividend for the Year Ended 31 December 2022Forterra plc in its AGM held on approved the final dividend of 10.1 pence per Ordinary Share for the year ended 31 December 2022.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.27 (vs UK£0.20 in FY 2021)Full year 2022 results: EPS: UK£0.27 (up from UK£0.20 in FY 2021). Revenue: UK£455.5m (up 23% from FY 2021). Net income: UK£58.8m (up 29% from FY 2021). Profit margin: 13% (in line with FY 2021). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 25+ 2 more updatesForterra plc, Annual General Meeting, May 23, 2023Forterra plc, Annual General Meeting, May 23, 2023.
お知らせ • Nov 22Forterra plc Announces Chief Executive Officer ChangesThe Board of Forterra plc announced that Neil Ash will become Chief Executive Officer designate of Forterra on 3 April 2023. This appointment follows the announcement on 24 May 2022 that Stephen Harrison would be stepping down as Chief Executive Officer during the first half of 2023, allowing time both to commission the new Desford brick factory and support an orderly transition. Neil has almost three decades' experience in the building materials sector and an impressive track record of improving performance and delivering growth. Currently at Etex, the Belgian lightweight building materials manufacturer, he leads the Building Performance division which is a €2 billion revenue business. During his time at Etex Neil oversaw major capex projects, significant acquisitions, and developed its sales approach which delivered strong top line growth. His experience includes 15 years at Lafarge, where he undertook many roles, includingthe role of Vice President International Business Development and Sales and Commercial Director UK & Ireland of Lafarge Plasterboard.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 15Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (4.3%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£21.3m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jul 29Forterra plc Declares Interim Dividend for the Six Months ended 30 June 2022, Payable on 14 October 2022The board of Forterra plc maintained a dividend pay-out ratio of 55% of earnings. In line with this policy the Board has declared an interim dividend of 4.6 pence per share with the distribution approximating to 1/3 interim, 2/3 final. The interim dividend will be paid on 14 October 2022 to shareholders on the register at 23 September 2022.
Upcoming Dividend • Jun 09Upcoming dividend of UK£0.067 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • May 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total returns to shareholders of 5.5% over the past three years.
お知らせ • May 26Forterra plc Approves Declare the Final Dividend for the Year Ended 31 December 2021Forterra plc at the AGM held on May 24, 2022, approved declare the final dividend of 6.7 pence per Ordinary Share for the year ended 31 December 2021.
お知らせ • May 24Forterra plc Announces Stepdown of Stephen Harrison as Chief Executive OfficerForterra plc announced that Stephen Harrison has informed the Board of his intention to step down as Chief Executive Officer. Stephen will remain with the Company until the first half of 2023 allowing time both to commission the new Desford brick factory and support an orderly transition. The Board is commencing a process to appoint a successor and will provide an update in due course.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.20 (up from UK£0.026 loss in FY 2020). Revenue: UK£370.4m (up 27% from FY 2020). Net income: UK£45.5m (up UK£51.1m from FY 2020). Profit margin: 12% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 12%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Ben Guyatt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.032 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 15 October 2021. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.8%).
Reported Earnings • Jul 31First half 2021 earnings released: EPS UK£0.093 (vs UK£0.10 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£180.3m (up 47% from 1H 2020). Net income: UK£21.3m (up UK£41.8m from 1H 2020). Profit margin: 12% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 10Upcoming dividend of UK£0.028 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 09 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
お知らせ • May 19Forterra plc Approves Final Dividend for the Year Ended December 31, 2020Forterra plc at its AGM held on May 18, 2021 approved the final dividend of 2.8 pence per Ordinary Share for the year ended December 31, 2020.
Recent Insider Transactions • Mar 31CFO & Director recently sold €78k worth of stockOn the 29th of March, Benjamin Guyatt sold around 23k shares on-market at roughly €3.36 per share. In the last 3 months, there was an even bigger sale from another insider worth €237k. Benjamin has been a seller over the last 12 months, reducing personal holdings by €96k.
Is New 90 Day High Low • Mar 12New 90-day high: €3.30The company is up 39% from its price of €2.38 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.63 per share.
Reported Earnings • Mar 10Full year 2020 earnings released: UK£0.026 loss per share (vs UK£0.24 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£291.9m (down 23% from FY 2019). Net loss: UK£5.60m (down 112% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 17%, compared to a 5.8% growth forecast for the Basic Materials industry in Germany.
Recent Insider Transactions • Feb 10CEO & Executive Director recently sold €103k worth of stockOn the 5th of February, Stephen Harrison sold around 35k shares on-market at roughly €2.97 per share. In the last 3 months, they made an even bigger sale worth €237k. Stephen has been a seller over the last 12 months, reducing personal holdings by €337k.
Is New 90 Day High Low • Feb 10New 90-day high: €3.00The company is up 31% from its price of €2.29 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.09 per share.
Recent Insider Transactions • Feb 03CEO & Executive Director recently sold €237k worth of stockOn the 28th of January, Stephen Harrison sold around 84k shares on-market at roughly €2.81 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €234k.
お知らせ • Jan 23Forterra plc to Report First Half, 2021 Results on Jul 29, 2021Forterra plc announced that they will report first half, 2021 results on Jul 29, 2021
Is New 90 Day High Low • Jan 23New 90-day high: €2.96The company is up 33% from its price of €2.22 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.92 per share.
Is New 90 Day High Low • Jan 08New 90-day high: €2.77The company is up 33% from its price of €2.08 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 Basic Materials industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.28 per share.
お知らせ • Dec 19Forterra plc to Report Fiscal Year 2020 Results on Mar 09, 2021Forterra plc announced that they will report fiscal year 2020 results on Mar 09, 2021
Is New 90 Day High Low • Nov 11New 90-day high: €2.29The company is up 23% from its price of €1.86 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 Basic Materials industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.65 per share.
Is New 90 Day High Low • Oct 10New 90-day high: €2.08The company is up 5.0% from its price of €1.97 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Basic Materials industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.97 per share.
お知らせ • Sep 10Forterra plc Omits Dividend Payment for the Financial Year 2020Forterra plc Board does not anticipate declaring a dividend (2019: 4.0 pence per share) for the financial year 2020 with current strategy focused on maintaining a strong balance sheet whilst continuing with the construction of new Desford brick factory. The Board is fully aware of the importance of dividend payments to shareholders and will endeavor to resume distributions as soon as the current levels of uncertainty subside and results allow.
お知らせ • Jun 22+ 3 more updatesForterra plc(LSE:FORT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Forterra plc(LSE:FORT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
