Lenzing（LEN）株式概要レンチング・アクチェンゲゼルシャフトはその子会社と共に、繊維や不織布用の再生セルロース繊維を製造・販売している。 詳細LEN ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より69.3%で取引されている リスク分析現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るLEN 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€27.6080.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-601m3b2016201920222025202620282031Revenue €2.9bEarnings €266.2mAdvancedSet Fair ValueView all narrativesLenzing Aktiengesellschaft 競合他社SIMONASymbol: DB:SIM0Market cap: €363.0mFuchsSymbol: XTRA:FPE3Market cap: €4.7bIBU-tec advanced materialsSymbol: XTRA:IBUMarket cap: €82.2mEcoRubSymbol: DB:7M8Market cap: €39.5m価格と性能株価の高値、安値、推移の概要Lenzing過去の株価現在の株価€27.6052週高値€28.4052週安値€19.76ベータ1.011ヶ月の変化15.24%3ヶ月変化38.00%1年変化22.12%3年間の変化-43.50%5年間の変化-73.96%IPOからの変化283.32%最新ニュースお知らせ • Jun 01Lenzing AG Announces Appoints Georg Kasperkovitz as Chief Executive Officer, Effective June 1, 2026Lenzing AG had appointed Georg Kasperkovitz, Member of the Management Board and Chief Operations Officer, as Chief Executive Officer (CEO) of Lenzing AG with effect from June 1, 2026. Kasperkovitz will assume this role in addition to his current function as Chief Operations Officer (COO). Kasperkovitz has been a member of the Management Board of Lenzing AG as Chief Operations Officer since June 2025. In this role, he has most recently led the Fiber Division (sales, production, and supply chain) as well as the further development and execution of the performance program. He has achieved significant progress in operational excellence and the profitability of the fiber production sites. As CEO, in addition to overseeing the company-wide fiber production sites, he will also assume global responsibility for fiber sales, supply chain, and human resources. Kasperkovitz's mandate as CEO runs for three years until May 31, 2029. Kasperkovitz holds a PhD in Mechanical Engineering (Vienna University of Technology) and an MBA from Harvard Business School. He has more than 15 years of international management experience across Europe, North America, Asia, and China-Lenzing's key production regions and markets. Prior to joining Lenzing, he served as Business Unit CEO at the international packaging and paper company Mondi plc (2016–2019) and as CEO of Rail Cargo Austria AG (2012–2016). He previously worked as a partner at the global consulting firm McKinsey & Company.お知らせ • Feb 03Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB.Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB on February 2, 2026. The transaction is executed through the issuance of new shares. After the acquisition Lenzing Aktiengesellschaft will own majority stake in TreeToTextile AB. Lenzing Aktiengesellschaft (WBAG:LNZ) completed the acquisition of additional unknown minority stake in TreeToTextile AB on February 2, 2026.お知らせ • Dec 09Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026.お知らせ • Sep 02+ 3 more updatesLenzing Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Lenzing Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Apr 18Lenzing Announces Supervisory Board ChangesLenzing at its annual general meeting, appointed Patrick Lackenbucher and Leonardo Grimaldi to the supervisory board until 2029. They replace Cord Prinzhorn, whose term expired, and Marcelo Feriozzi Bacci, who resigned from the board in December 2024, according to a company statement on Thursday.お知らせ • Apr 03The Lenzing Group Announces Board Member and Chief Transformation Officer Walter Bickel Will Leave Company At the End of March 2025The Lenzing Group announced personnel changes in the company’s Managing Board. The Supervisory Board of Lenzing AG and Dr. Walter Bickel, Chief Transformation Officer of Lenzing AG, have mutually agreed to end the temporary mandate of Mr. Bickel and that Mr. Bickel will step down from his operational activities at the end of March 2025. Mr. Bickel was appointed to the Managing Board of Lenzing AG as of April 15, 2024 to strengthen the Lenzing Managing Board and to be responsible for the further development and implementation of the performance program. Under his leadership, a significant overachievement of the planned contributions from the performance program could be realized. The basis for future significant improvement steps is established, and the program has been structured in a way that it can now be continued by Lenzing AG seamlessly.最新情報をもっと見るRecent updatesお知らせ • Jun 01Lenzing AG Announces Appoints Georg Kasperkovitz as Chief Executive Officer, Effective June 1, 2026Lenzing AG had appointed Georg Kasperkovitz, Member of the Management Board and Chief Operations Officer, as Chief Executive Officer (CEO) of Lenzing AG with effect from June 1, 2026. Kasperkovitz will assume this role in addition to his current function as Chief Operations Officer (COO). Kasperkovitz has been a member of the Management Board of Lenzing AG as Chief Operations Officer since June 2025. In this role, he has most recently led the Fiber Division (sales, production, and supply chain) as well as the further development and execution of the performance program. He has achieved significant progress in operational excellence and the profitability of the fiber production sites. As CEO, in addition to overseeing the company-wide fiber production sites, he will also assume global responsibility for fiber sales, supply chain, and human resources. Kasperkovitz's mandate as CEO runs for three years until May 31, 2029. Kasperkovitz holds a PhD in Mechanical Engineering (Vienna University of Technology) and an MBA from Harvard Business School. He has more than 15 years of international management experience across Europe, North America, Asia, and China-Lenzing's key production regions and markets. Prior to joining Lenzing, he served as Business Unit CEO at the international packaging and paper company Mondi plc (2016–2019) and as CEO of Rail Cargo Austria AG (2012–2016). He previously worked as a partner at the global consulting firm McKinsey & Company.お知らせ • Feb 03Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB.Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB on February 2, 2026. The transaction is executed through the issuance of new shares. After the acquisition Lenzing Aktiengesellschaft will own majority stake in TreeToTextile AB. Lenzing Aktiengesellschaft (WBAG:LNZ) completed the acquisition of additional unknown minority stake in TreeToTextile AB on February 2, 2026.お知らせ • Dec 09Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026.お知らせ • Sep 02+ 3 more updatesLenzing Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Lenzing Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Apr 18Lenzing Announces Supervisory Board ChangesLenzing at its annual general meeting, appointed Patrick Lackenbucher and Leonardo Grimaldi to the supervisory board until 2029. They replace Cord Prinzhorn, whose term expired, and Marcelo Feriozzi Bacci, who resigned from the board in December 2024, according to a company statement on Thursday.お知らせ • Apr 03The Lenzing Group Announces Board Member and Chief Transformation Officer Walter Bickel Will Leave Company At the End of March 2025The Lenzing Group announced personnel changes in the company’s Managing Board. The Supervisory Board of Lenzing AG and Dr. Walter Bickel, Chief Transformation Officer of Lenzing AG, have mutually agreed to end the temporary mandate of Mr. Bickel and that Mr. Bickel will step down from his operational activities at the end of March 2025. Mr. Bickel was appointed to the Managing Board of Lenzing AG as of April 15, 2024 to strengthen the Lenzing Managing Board and to be responsible for the further development and implementation of the performance program. Under his leadership, a significant overachievement of the planned contributions from the performance program could be realized. The basis for future significant improvement steps is established, and the program has been structured in a way that it can now be continued by Lenzing AG seamlessly.お知らせ • Mar 12Cord Prinzhorn Not Stand for Re-Election as Member of Lenzing AG's Supervisory BoardThe Chairman of the Supervisory Board of Lenzing AG, Cord Prinzhorn, has informed the Nomination Committee of the Supervisory Board that he will not extend his term as a member of the company’s Supervisory Board after the Annual General Meeting on April 17, 2025 and will not stand for re-election at the upcoming Annual General Meeting. Cord Prinzhorn intends to devote more time to his existing and new activities at the B&C Group. Mr. Prinzhorn will thus leave the Supervisory Board of Lenzing AG at the end of the Annual General Meeting.お知らせ • Jan 27Lenzing Aktiengesellschaft, Annual General Meeting, Apr 17, 2025Lenzing Aktiengesellschaft, Annual General Meeting, Apr 17, 2025.Reported Earnings • Nov 09Third quarter 2024 earnings released: €1.66 loss per share (vs €0.97 loss in 3Q 2023)Third quarter 2024 results: €1.66 loss per share (further deteriorated from €0.97 loss in 3Q 2023). Revenue: €647.5m (up 5.2% from 3Q 2023). Net loss: €64.1m (loss widened 45% from 3Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Nov 06Lenzing Nonwovens Expands its LENZING Lyocell Dry Fiber Portfolio to Offer Cellulosic Solutions for a Wider Range of ApplicationsLenzing Nonwovens announced the expansion of its LENZING Lyocell Dry fiber portfolio with two new cellulosic fibers – a fine dry fiber that delivers strength and softness and a coarse dry fiber which provides enhanced liquid and air flow. These two innovative products enable customers to confidently broaden their use of LENZING's wood-based and biodegradable fibers into a wider range of applications while maintaining exceptional performance. All LENZING Lyocell Dry fibers within the family (standard, fine, and coarse) have hydrophobic properties which ensure efficient liquid management suitable for extensive nonwoven applications. The new LENZING Lyocell Dry fine fiber can produce nonwoven fabrics with higher density compared to LENZING Lyocell Dry standard fiber. With up to 30% more cellulosic fibers in the same space, customers can create strong and soft nonwoven products. These fibers are suitable for use in hygiene applications such as diapers or sanitary pads. The new LENZING Lyocell Dry coarse fiber creates fabrics that are more open due to its extended fiber diameter, and thus increasing the pore sizes between the fibers in the fabric. This allows for more air or liquid to flow through the material. It is particularly suitable for the acquisition and distribution layer in hygiene products and is also being explored for industrial filtration applications. Lenzing will showcase its innovative LENZING Lyocell Dry fiber family at tabletop 202 during the Hygienix Conference, November 18-21, 2024. Facts and figures: LENZING Lyocell Dry fine has a linear density of 1.3dtex; LENZING Lyocell Dry standard has a linear density of 1.7dtex; Fabrics produced using LENZING Lyocell Dry fine and standard have the same basis weight (eg. 50gsm) but the "fine" material has a higher density with up to 30% more fibers in the same space. LENZING Lyocell Dry coarse has a linear density of 6.3dtex.お知らせ • Oct 17+ 2 more updatesLenzing Aktiengesellschaft to Report Q3, 2025 Results on Nov 06, 2025Lenzing Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 06, 2025お知らせ • Aug 22Lenzing Aktiengesellschaft Announces CEO ChangesLenzing Aktiengesellschaft announced Stephan Sielaff to leave the company as of August 31, 2024. Rohit Aggarwal will take over the position of CEO as of 1 September 2024. Outgoing Chief Executive Officer Stephan Sielaff will leave the company end of August 2024, by mutual agreement with the Supervisory Board.Reported Earnings • Aug 08Second quarter 2024 earnings released: €1.01 loss per share (vs €0.89 loss in 2Q 2023)Second quarter 2024 results: €1.01 loss per share (further deteriorated from €0.89 loss in 2Q 2023). Revenue: €652.3m (up 4.0% from 2Q 2023). Net loss: €39.0m (loss widened 65% from 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • May 09First quarter 2024 earnings released: €0.83 loss per share (vs €3.03 loss in 1Q 2023)First quarter 2024 results: €0.83 loss per share (improved from €3.03 loss in 1Q 2023). Revenue: €658.4m (up 5.7% from 1Q 2023). Net loss: €32.0m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.New Risk • Mar 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (45% increase in shares outstanding).Reported Earnings • Mar 16Full year 2023 earnings released: €20.02 loss per share (vs €2.75 loss in FY 2022)Full year 2023 results: €20.02 loss per share (further deteriorated from €2.75 loss in FY 2022). Revenue: €2.52b (down 1.7% from FY 2022). Net loss: €649.4m (loss widened €576.4m from FY 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Feb 01Lenzing Group Teams Up with Recyc Leather and Ganni to Unveil New Footwear MaterialsLenzing Group has partnered with leather alternative expert Recyc Leather to introduce Pelinova, an innovative material that fuses TENCEL™? Lyocell fibers and recycled leather fibers for high-end fashion applications. Joining forces with Danish advanced contemporary brand GANNI, this dynamic trio is set to bring this next-generation material to the market as an alternative to genuine leather materials, starting with GANNI's Slouchy Boots launching early this year. Pelinova: a hybrid alternative combining TENCEL™? L Tokyocell fibers and recycled leather fibers. Recyc Leather's next-generation material, Pelinova®?, is created through a unique, transparent process which involves collecting pre-consumer recycled leather and then hydro-jetting the leather fibers into the TENCEL™? Lanocell fibers, a standout material within the TENCEL™? brand portfolio that is produced from a resource-saving, closed-loop production process. TENCEL™? Liocell fibers are also unfavorable to odor-causing bacteria. The combined efforts between Lenzing and Recyc Leather result in a material which is supple, flexible, and durable, with a low environmental impact utilizing 70% less water than traditional methods and reducing CO2 emissions. Riding on this exciting breakthrough in footwear, Recyc Leather is also exploring the possibility of expanding the fabric application to other leather goods spanning home textiles, furniture, automobile interiors and the luxury segment. Elevating the GANNI partnership: GANNI is a B Corp. certified company, on a journey to become the most responsible version of itself. They believe it's a moral obligation to do better every day. GANNI is committed to minimizing social and environmental impact within its business operation with a goal to reach 50% absolute carbon reduction by 2027, with materials and innovation among its key pillars in reaching this target. In addition to footwear, GANNI sees the application of Recyc Leather's Pelinova®? with TENCEL™? Lycell fibers in the accessories category. GANNI, Recyc Leather, and Lenzing have future developments in the pipeline to get even closer to being able to scale the use of the material. During Premiere Vision Paris (PV Paris, February 6-8), Lenzing will be joined by Recyc Leather and GANNI at a panel discussion to share their collaborative experiences as a prime example of how companies can unite to create high-end fashion using responsibly produced recycled materials. For more interactive participation, visit the TENCEL™? brands at Booth 6D67 and Recyc Leather at Booth 6HUB11. Savings consider solvent recovery. The responsible production of TENCEL™? LTokcell and Modal fibers uses at least 50% less water and emits at least 50% less water. The responsible production of TENEL™? Lyocell and Modal fibers uses At least 50% less water and emissions at least 50% less water, and emits at least 50% more water.New Risk • Nov 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (45% increase in shares outstanding).Reported Earnings • Nov 04Third quarter 2023 earnings released: €0.97 loss per share (vs €0.20 loss in 3Q 2022)Third quarter 2023 results: €0.97 loss per share (further deteriorated from €0.20 loss in 3Q 2022). Revenue: €615.5m (down 9.0% from 3Q 2022). Net loss: €44.3m (loss widened €39.0m from 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Aug 22+ 4 more updatesLenzing Aktiengesellschaft to Report Q3, 2024 Results on Nov 07, 2024Lenzing Aktiengesellschaft announced that they will report Q3, 2024 results on Nov 07, 2024Reported Earnings • Aug 03Second quarter 2023 earnings released: €0.89 loss per share (vs €1.49 profit in 2Q 2022)Second quarter 2023 results: €0.89 loss per share (down from €1.49 profit in 2Q 2022). Revenue: €627.1m (down 7.6% from 2Q 2022). Net loss: €23.7m (down 160% from profit in 2Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.New Risk • Jul 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 45% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Paying a dividend despite having no free cash flows. Minor Risk Shareholders have been diluted in the past year (45% increase in shares outstanding).お知らせ • Jul 07Lenzing Aktiengesellschaft has completed a Follow-on Equity Offering in the amount of €399.456758 million.Lenzing Aktiengesellschaft has completed a Follow-on Equity Offering in the amount of €399.456758 million. Security Name: Shares Security Type: Common Stock Securities Offered: 12,068,180 Price\Range: €33.1 Transaction Features: Rights OfferingReported Earnings • May 03First quarter 2023 earnings released: €3.03 loss per share (vs €0.87 profit in 1Q 2022)First quarter 2023 results: €3.03 loss per share (down from €0.87 profit in 1Q 2022). Revenue: €623.1m (up 1.3% from 1Q 2022). Net loss: €80.5m (down 450% from profit in 1Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Mar 11Full year 2022 earnings released: €2.75 loss per share (vs €4.16 profit in FY 2021)Full year 2022 results: €2.75 loss per share (down from €4.16 profit in FY 2021). Revenue: €2.57b (up 17% from FY 2021). Net loss: €73.1m (down 166% from profit in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to €66.00, the stock trades at a forward P/E ratio of 577x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €55.30, the stock trades at a forward P/E ratio of 123x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 43% share price gain to €67.90, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 21% over the past three years.Reported Earnings • Nov 05Third quarter 2022 earnings released: €0.20 loss per share (vs €0.71 profit in 3Q 2021)Third quarter 2022 results: €0.20 loss per share (down from €0.71 profit in 3Q 2021). Revenue: €676.5m (up 22% from 3Q 2021). Net loss: €5.30m (down 128% from profit in 3Q 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany 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 fallen by 16% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 28+ 3 more updatesLenzing Aktiengesellschaft to Report Q3, 2023 Results on Nov 03, 2023Lenzing Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 03, 2023Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €58.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 30% over the past three years.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: €1.49 (vs €2.00 in 2Q 2021)Second quarter 2022 results: EPS: €1.49 (down from €2.00 in 2Q 2021). Revenue: €678.6m (up 25% from 2Q 2021). Net income: €39.7m (down 25% from 2Q 2021). Profit margin: 5.9% (down from 9.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • May 08First quarter 2022 earnings released: EPS: €0.87 (vs €1.06 in 1Q 2021)First quarter 2022 results: EPS: €0.87. Revenue: €615.0m (up 26% from 1Q 2021). Net income: €38.0m (up 55% from 1Q 2021). Profit margin: 6.2% (up from 5.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 6.5% growth forecast for the industry in Germany.Upcoming Dividend • Apr 21Upcoming dividend of €4.35 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 03 May 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.8%).Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.16 (up from €0.24 in FY 2020). Revenue: €2.19b (up 30% from FY 2020). Net income: €110.3m (up €104.1m from FY 2020). Profit margin: 5.0% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 18%, compared to a 4.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.71 (vs €0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €555.2m (up 44% from 3Q 2020). Net income: €18.8m (up €23.1m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Executive Departure • Oct 07Chairman of Management Board & CEO Stefan Doboczky has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 3.0%. On the 30th of September, Stefan Doboczky left the company after 6.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.17 years. Under Stefan's leadership, the company delivered a total shareholder return of 91%.Reported Earnings • Aug 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €544.0m (up 52% from 2Q 2020). Net income: €60.4m (up €81.1m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • May 09First quarter 2021 earnings released: EPS €1.06 (vs €0.84 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €489.3m (up 4.9% from 1Q 2020). Net income: €24.5m (up 10% from 1Q 2020). Profit margin: 5.0% (up from 4.8% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 20Independent Deputy Chairman of Supervisory Board Veit Sorger has left the companyOn the 14th of April, Veit Sorger's tenure as Independent Deputy Chairman of Supervisory Board ended after 10.1 years in the role. We don't have any record of a personal shareholding under Veit's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.24 (vs €4.63 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.75b (down 19% from FY 2019). Net income: €6.28m (down 95% from FY 2019). Profit margin: 0.4% (down from 5.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.0% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Feb 06New 90-day high: €116The company is up 84% from its price of €63.00 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €196 per share.Is New 90 Day High Low • Jan 21New 90-day high: €99.90The company is up 69% from its price of €59.10 on 23 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €177 per share.Is New 90 Day High Low • Dec 30New 90-day high: €80.30The company is up 71% from its price of €46.95 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €165 per share.Is New 90 Day High Low • Dec 10New 90-day high: €74.30The company is up 65% from its price of €45.15 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €132 per share.Is New 90 Day High Low • Nov 10New 90-day high: €66.90The company is up 60% from its price of €41.80 on 11 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €133 per share.Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 7.6%, compared to a 2.7% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 05Third quarter 2020 earnings released: €0.16 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €413.4m (down 24% from 3Q 2019). Net loss: €4.30m (down 111% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 17% share price gain to €62.00, the stock is trading at a trailing P/E ratio of 35.8x, up from the previous P/E ratio of 30.7x. This compares to an average P/E of 30x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 44%.Is New 90 Day High Low • Oct 24New 90-day high: €59.10The company is up 44% from its price of €40.95 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €146 per share.Is New 90 Day High Low • Oct 02New 90-day high: €48.00The company is up 13% from its price of €42.50 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €132 per share.株主還元LENDE ChemicalsDE 市場7D26.0%3.1%2.4%1Y22.1%4.2%3.9%株主還元を見る業界別リターン: LEN過去 1 年間で4.2 % の収益を上げたGerman Chemicals業界を上回りました。リターン対市場: LEN過去 1 年間で3.9 % の収益を上げたGerman市場を上回りました。価格変動Is LEN's price volatile compared to industry and market?LEN volatilityLEN Average Weekly Movement8.1%Chemicals Industry Average Movement6.1%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.8%安定した株価: LEN 、 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: LENの 週次ボラティリティ ( 8% ) 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18927,589Georg Kasperkovitzwww.lenzing.comレンチング社（Lenzing Aktiengesellschaft）はその子会社と共に、繊維や不織布用の再生セルロース繊維を製造・販売している。ファイバー事業、パルプ事業、その他事業を行っている。リヨセル、モダール、ビスコース繊維を、デニム、アクティブウェア、ランジェリー・ナイトウェア、ホーム・インテリア、ラグジュアリーテキスタイル、フットウェア、ワークウェアなどのテキスタイル・不織布製品、ボディケア、ベビーワイプ、表面クリーニング、フェイシャルシートマスク、コスメティックワイプなどのインナーウエア、防護服、エンジニアード製品、パッケージング、自動車内装などに、テンセル、ヴェオセル、レンシング・エコベロ、レンシングのブランド名で提供している。また、酢酸バイオベース、フルフラールバイオベース、リグノスルホン酸マグネシウムバイオベース、ソーダ灰、硫酸ナトリウム、キシロースなどのバイオリファイナリー製品も提供している。また、研修や人材育成活動も行っている。オーストリア、その他のヨーロッパ、アジア、北米、中米、南米、そして国際的に事業を展開している。以前はChemiefaser Lenzing AGとして知られ、1984年にLenzing Aktiengesellschaftに社名を変更した。レンチング社は1892年に設立され、本社はオーストリアのレンチング市にある。もっと見るLenzing Aktiengesellschaft 基礎のまとめLenzing の収益と売上を時価総額と比較するとどうか。LEN 基礎統計学時価総額€1.08b収益（TTM）-€214.71m売上高(TTM)€2.53b0.4xP/Sレシオ-5.0xPER（株価収益率LEN 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LEN 損益計算書（TTM）収益€2.53b売上原価€2.18b売上総利益€350.04mその他の費用€564.75m収益-€214.71m直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）-5.56グロス・マージン13.85%純利益率-8.49%有利子負債／自己資本比率153.1%LEN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 20:48終値2026/06/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lenzing Aktiengesellschaft 5 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。10 アナリスト機関Sebastian BrayBerenbergFabio LopesBofA Global ResearchLars Vom-CleffDeutsche Bank7 その他のアナリストを表示
お知らせ • Jun 01Lenzing AG Announces Appoints Georg Kasperkovitz as Chief Executive Officer, Effective June 1, 2026Lenzing AG had appointed Georg Kasperkovitz, Member of the Management Board and Chief Operations Officer, as Chief Executive Officer (CEO) of Lenzing AG with effect from June 1, 2026. Kasperkovitz will assume this role in addition to his current function as Chief Operations Officer (COO). Kasperkovitz has been a member of the Management Board of Lenzing AG as Chief Operations Officer since June 2025. In this role, he has most recently led the Fiber Division (sales, production, and supply chain) as well as the further development and execution of the performance program. He has achieved significant progress in operational excellence and the profitability of the fiber production sites. As CEO, in addition to overseeing the company-wide fiber production sites, he will also assume global responsibility for fiber sales, supply chain, and human resources. Kasperkovitz's mandate as CEO runs for three years until May 31, 2029. Kasperkovitz holds a PhD in Mechanical Engineering (Vienna University of Technology) and an MBA from Harvard Business School. He has more than 15 years of international management experience across Europe, North America, Asia, and China-Lenzing's key production regions and markets. Prior to joining Lenzing, he served as Business Unit CEO at the international packaging and paper company Mondi plc (2016–2019) and as CEO of Rail Cargo Austria AG (2012–2016). He previously worked as a partner at the global consulting firm McKinsey & Company.
お知らせ • Feb 03Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB.Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB on February 2, 2026. The transaction is executed through the issuance of new shares. After the acquisition Lenzing Aktiengesellschaft will own majority stake in TreeToTextile AB. Lenzing Aktiengesellschaft (WBAG:LNZ) completed the acquisition of additional unknown minority stake in TreeToTextile AB on February 2, 2026.
お知らせ • Dec 09Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026.
お知らせ • Sep 02+ 3 more updatesLenzing Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Lenzing Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Apr 18Lenzing Announces Supervisory Board ChangesLenzing at its annual general meeting, appointed Patrick Lackenbucher and Leonardo Grimaldi to the supervisory board until 2029. They replace Cord Prinzhorn, whose term expired, and Marcelo Feriozzi Bacci, who resigned from the board in December 2024, according to a company statement on Thursday.
お知らせ • Apr 03The Lenzing Group Announces Board Member and Chief Transformation Officer Walter Bickel Will Leave Company At the End of March 2025The Lenzing Group announced personnel changes in the company’s Managing Board. The Supervisory Board of Lenzing AG and Dr. Walter Bickel, Chief Transformation Officer of Lenzing AG, have mutually agreed to end the temporary mandate of Mr. Bickel and that Mr. Bickel will step down from his operational activities at the end of March 2025. Mr. Bickel was appointed to the Managing Board of Lenzing AG as of April 15, 2024 to strengthen the Lenzing Managing Board and to be responsible for the further development and implementation of the performance program. Under his leadership, a significant overachievement of the planned contributions from the performance program could be realized. The basis for future significant improvement steps is established, and the program has been structured in a way that it can now be continued by Lenzing AG seamlessly.
お知らせ • Jun 01Lenzing AG Announces Appoints Georg Kasperkovitz as Chief Executive Officer, Effective June 1, 2026Lenzing AG had appointed Georg Kasperkovitz, Member of the Management Board and Chief Operations Officer, as Chief Executive Officer (CEO) of Lenzing AG with effect from June 1, 2026. Kasperkovitz will assume this role in addition to his current function as Chief Operations Officer (COO). Kasperkovitz has been a member of the Management Board of Lenzing AG as Chief Operations Officer since June 2025. In this role, he has most recently led the Fiber Division (sales, production, and supply chain) as well as the further development and execution of the performance program. He has achieved significant progress in operational excellence and the profitability of the fiber production sites. As CEO, in addition to overseeing the company-wide fiber production sites, he will also assume global responsibility for fiber sales, supply chain, and human resources. Kasperkovitz's mandate as CEO runs for three years until May 31, 2029. Kasperkovitz holds a PhD in Mechanical Engineering (Vienna University of Technology) and an MBA from Harvard Business School. He has more than 15 years of international management experience across Europe, North America, Asia, and China-Lenzing's key production regions and markets. Prior to joining Lenzing, he served as Business Unit CEO at the international packaging and paper company Mondi plc (2016–2019) and as CEO of Rail Cargo Austria AG (2012–2016). He previously worked as a partner at the global consulting firm McKinsey & Company.
お知らせ • Feb 03Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB.Lenzing Aktiengesellschaft (WBAG:LNZ) acquired an additional unknown minority stake in TreeToTextile AB on February 2, 2026. The transaction is executed through the issuance of new shares. After the acquisition Lenzing Aktiengesellschaft will own majority stake in TreeToTextile AB. Lenzing Aktiengesellschaft (WBAG:LNZ) completed the acquisition of additional unknown minority stake in TreeToTextile AB on February 2, 2026.
お知らせ • Dec 09Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026Lenzing Aktiengesellschaft, Annual General Meeting, Apr 23, 2026.
お知らせ • Sep 02+ 3 more updatesLenzing Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Lenzing Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Apr 18Lenzing Announces Supervisory Board ChangesLenzing at its annual general meeting, appointed Patrick Lackenbucher and Leonardo Grimaldi to the supervisory board until 2029. They replace Cord Prinzhorn, whose term expired, and Marcelo Feriozzi Bacci, who resigned from the board in December 2024, according to a company statement on Thursday.
お知らせ • Apr 03The Lenzing Group Announces Board Member and Chief Transformation Officer Walter Bickel Will Leave Company At the End of March 2025The Lenzing Group announced personnel changes in the company’s Managing Board. The Supervisory Board of Lenzing AG and Dr. Walter Bickel, Chief Transformation Officer of Lenzing AG, have mutually agreed to end the temporary mandate of Mr. Bickel and that Mr. Bickel will step down from his operational activities at the end of March 2025. Mr. Bickel was appointed to the Managing Board of Lenzing AG as of April 15, 2024 to strengthen the Lenzing Managing Board and to be responsible for the further development and implementation of the performance program. Under his leadership, a significant overachievement of the planned contributions from the performance program could be realized. The basis for future significant improvement steps is established, and the program has been structured in a way that it can now be continued by Lenzing AG seamlessly.
お知らせ • Mar 12Cord Prinzhorn Not Stand for Re-Election as Member of Lenzing AG's Supervisory BoardThe Chairman of the Supervisory Board of Lenzing AG, Cord Prinzhorn, has informed the Nomination Committee of the Supervisory Board that he will not extend his term as a member of the company’s Supervisory Board after the Annual General Meeting on April 17, 2025 and will not stand for re-election at the upcoming Annual General Meeting. Cord Prinzhorn intends to devote more time to his existing and new activities at the B&C Group. Mr. Prinzhorn will thus leave the Supervisory Board of Lenzing AG at the end of the Annual General Meeting.
お知らせ • Jan 27Lenzing Aktiengesellschaft, Annual General Meeting, Apr 17, 2025Lenzing Aktiengesellschaft, Annual General Meeting, Apr 17, 2025.
Reported Earnings • Nov 09Third quarter 2024 earnings released: €1.66 loss per share (vs €0.97 loss in 3Q 2023)Third quarter 2024 results: €1.66 loss per share (further deteriorated from €0.97 loss in 3Q 2023). Revenue: €647.5m (up 5.2% from 3Q 2023). Net loss: €64.1m (loss widened 45% from 3Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 06Lenzing Nonwovens Expands its LENZING Lyocell Dry Fiber Portfolio to Offer Cellulosic Solutions for a Wider Range of ApplicationsLenzing Nonwovens announced the expansion of its LENZING Lyocell Dry fiber portfolio with two new cellulosic fibers – a fine dry fiber that delivers strength and softness and a coarse dry fiber which provides enhanced liquid and air flow. These two innovative products enable customers to confidently broaden their use of LENZING's wood-based and biodegradable fibers into a wider range of applications while maintaining exceptional performance. All LENZING Lyocell Dry fibers within the family (standard, fine, and coarse) have hydrophobic properties which ensure efficient liquid management suitable for extensive nonwoven applications. The new LENZING Lyocell Dry fine fiber can produce nonwoven fabrics with higher density compared to LENZING Lyocell Dry standard fiber. With up to 30% more cellulosic fibers in the same space, customers can create strong and soft nonwoven products. These fibers are suitable for use in hygiene applications such as diapers or sanitary pads. The new LENZING Lyocell Dry coarse fiber creates fabrics that are more open due to its extended fiber diameter, and thus increasing the pore sizes between the fibers in the fabric. This allows for more air or liquid to flow through the material. It is particularly suitable for the acquisition and distribution layer in hygiene products and is also being explored for industrial filtration applications. Lenzing will showcase its innovative LENZING Lyocell Dry fiber family at tabletop 202 during the Hygienix Conference, November 18-21, 2024. Facts and figures: LENZING Lyocell Dry fine has a linear density of 1.3dtex; LENZING Lyocell Dry standard has a linear density of 1.7dtex; Fabrics produced using LENZING Lyocell Dry fine and standard have the same basis weight (eg. 50gsm) but the "fine" material has a higher density with up to 30% more fibers in the same space. LENZING Lyocell Dry coarse has a linear density of 6.3dtex.
お知らせ • Oct 17+ 2 more updatesLenzing Aktiengesellschaft to Report Q3, 2025 Results on Nov 06, 2025Lenzing Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 06, 2025
お知らせ • Aug 22Lenzing Aktiengesellschaft Announces CEO ChangesLenzing Aktiengesellschaft announced Stephan Sielaff to leave the company as of August 31, 2024. Rohit Aggarwal will take over the position of CEO as of 1 September 2024. Outgoing Chief Executive Officer Stephan Sielaff will leave the company end of August 2024, by mutual agreement with the Supervisory Board.
Reported Earnings • Aug 08Second quarter 2024 earnings released: €1.01 loss per share (vs €0.89 loss in 2Q 2023)Second quarter 2024 results: €1.01 loss per share (further deteriorated from €0.89 loss in 2Q 2023). Revenue: €652.3m (up 4.0% from 2Q 2023). Net loss: €39.0m (loss widened 65% from 2Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 09First quarter 2024 earnings released: €0.83 loss per share (vs €3.03 loss in 1Q 2023)First quarter 2024 results: €0.83 loss per share (improved from €3.03 loss in 1Q 2023). Revenue: €658.4m (up 5.7% from 1Q 2023). Net loss: €32.0m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
New Risk • Mar 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.0% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (45% increase in shares outstanding).
Reported Earnings • Mar 16Full year 2023 earnings released: €20.02 loss per share (vs €2.75 loss in FY 2022)Full year 2023 results: €20.02 loss per share (further deteriorated from €2.75 loss in FY 2022). Revenue: €2.52b (down 1.7% from FY 2022). Net loss: €649.4m (loss widened €576.4m from FY 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 01Lenzing Group Teams Up with Recyc Leather and Ganni to Unveil New Footwear MaterialsLenzing Group has partnered with leather alternative expert Recyc Leather to introduce Pelinova, an innovative material that fuses TENCEL™? Lyocell fibers and recycled leather fibers for high-end fashion applications. Joining forces with Danish advanced contemporary brand GANNI, this dynamic trio is set to bring this next-generation material to the market as an alternative to genuine leather materials, starting with GANNI's Slouchy Boots launching early this year. Pelinova: a hybrid alternative combining TENCEL™? L Tokyocell fibers and recycled leather fibers. Recyc Leather's next-generation material, Pelinova®?, is created through a unique, transparent process which involves collecting pre-consumer recycled leather and then hydro-jetting the leather fibers into the TENCEL™? Lanocell fibers, a standout material within the TENCEL™? brand portfolio that is produced from a resource-saving, closed-loop production process. TENCEL™? Liocell fibers are also unfavorable to odor-causing bacteria. The combined efforts between Lenzing and Recyc Leather result in a material which is supple, flexible, and durable, with a low environmental impact utilizing 70% less water than traditional methods and reducing CO2 emissions. Riding on this exciting breakthrough in footwear, Recyc Leather is also exploring the possibility of expanding the fabric application to other leather goods spanning home textiles, furniture, automobile interiors and the luxury segment. Elevating the GANNI partnership: GANNI is a B Corp. certified company, on a journey to become the most responsible version of itself. They believe it's a moral obligation to do better every day. GANNI is committed to minimizing social and environmental impact within its business operation with a goal to reach 50% absolute carbon reduction by 2027, with materials and innovation among its key pillars in reaching this target. In addition to footwear, GANNI sees the application of Recyc Leather's Pelinova®? with TENCEL™? Lycell fibers in the accessories category. GANNI, Recyc Leather, and Lenzing have future developments in the pipeline to get even closer to being able to scale the use of the material. During Premiere Vision Paris (PV Paris, February 6-8), Lenzing will be joined by Recyc Leather and GANNI at a panel discussion to share their collaborative experiences as a prime example of how companies can unite to create high-end fashion using responsibly produced recycled materials. For more interactive participation, visit the TENCEL™? brands at Booth 6D67 and Recyc Leather at Booth 6HUB11. Savings consider solvent recovery. The responsible production of TENCEL™? LTokcell and Modal fibers uses at least 50% less water and emits at least 50% less water. The responsible production of TENEL™? Lyocell and Modal fibers uses At least 50% less water and emissions at least 50% less water, and emits at least 50% more water.
New Risk • Nov 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (45% increase in shares outstanding).
Reported Earnings • Nov 04Third quarter 2023 earnings released: €0.97 loss per share (vs €0.20 loss in 3Q 2022)Third quarter 2023 results: €0.97 loss per share (further deteriorated from €0.20 loss in 3Q 2022). Revenue: €615.5m (down 9.0% from 3Q 2022). Net loss: €44.3m (loss widened €39.0m from 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 22+ 4 more updatesLenzing Aktiengesellschaft to Report Q3, 2024 Results on Nov 07, 2024Lenzing Aktiengesellschaft announced that they will report Q3, 2024 results on Nov 07, 2024
Reported Earnings • Aug 03Second quarter 2023 earnings released: €0.89 loss per share (vs €1.49 profit in 2Q 2022)Second quarter 2023 results: €0.89 loss per share (down from €1.49 profit in 2Q 2022). Revenue: €627.1m (down 7.6% from 2Q 2022). Net loss: €23.7m (down 160% from profit in 2Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
New Risk • Jul 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 45% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 171% Paying a dividend despite having no free cash flows. Minor Risk Shareholders have been diluted in the past year (45% increase in shares outstanding).
お知らせ • Jul 07Lenzing Aktiengesellschaft has completed a Follow-on Equity Offering in the amount of €399.456758 million.Lenzing Aktiengesellschaft has completed a Follow-on Equity Offering in the amount of €399.456758 million. Security Name: Shares Security Type: Common Stock Securities Offered: 12,068,180 Price\Range: €33.1 Transaction Features: Rights Offering
Reported Earnings • May 03First quarter 2023 earnings released: €3.03 loss per share (vs €0.87 profit in 1Q 2022)First quarter 2023 results: €3.03 loss per share (down from €0.87 profit in 1Q 2022). Revenue: €623.1m (up 1.3% from 1Q 2022). Net loss: €80.5m (down 450% from profit in 1Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 11Full year 2022 earnings released: €2.75 loss per share (vs €4.16 profit in FY 2021)Full year 2022 results: €2.75 loss per share (down from €4.16 profit in FY 2021). Revenue: €2.57b (up 17% from FY 2021). Net loss: €73.1m (down 166% from profit in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to €66.00, the stock trades at a forward P/E ratio of 577x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €55.30, the stock trades at a forward P/E ratio of 123x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 43% share price gain to €67.90, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 21% over the past three years.
Reported Earnings • Nov 05Third quarter 2022 earnings released: €0.20 loss per share (vs €0.71 profit in 3Q 2021)Third quarter 2022 results: €0.20 loss per share (down from €0.71 profit in 3Q 2021). Revenue: €676.5m (up 22% from 3Q 2021). Net loss: €5.30m (down 128% from profit in 3Q 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany 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 fallen by 16% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 28+ 3 more updatesLenzing Aktiengesellschaft to Report Q3, 2023 Results on Nov 03, 2023Lenzing Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 03, 2023
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €58.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Germany. Total loss to shareholders of 30% over the past three years.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: €1.49 (vs €2.00 in 2Q 2021)Second quarter 2022 results: EPS: €1.49 (down from €2.00 in 2Q 2021). Revenue: €678.6m (up 25% from 2Q 2021). Net income: €39.7m (down 25% from 2Q 2021). Profit margin: 5.9% (down from 9.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • May 08First quarter 2022 earnings released: EPS: €0.87 (vs €1.06 in 1Q 2021)First quarter 2022 results: EPS: €0.87. Revenue: €615.0m (up 26% from 1Q 2021). Net income: €38.0m (up 55% from 1Q 2021). Profit margin: 6.2% (up from 5.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 6.5% growth forecast for the industry in Germany.
Upcoming Dividend • Apr 21Upcoming dividend of €4.35 per shareEligible shareholders must have bought the stock before 28 April 2022. Payment date: 03 May 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.8%).
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €4.16 (up from €0.24 in FY 2020). Revenue: €2.19b (up 30% from FY 2020). Net income: €110.3m (up €104.1m from FY 2020). Profit margin: 5.0% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 18%, compared to a 4.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS €0.71 (vs €0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €555.2m (up 44% from 3Q 2020). Net income: €18.8m (up €23.1m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Executive Departure • Oct 07Chairman of Management Board & CEO Stefan Doboczky has left the companyDuring their tenure, earnings grew by 24% annually compared to the industry average, which went down by 3.0%. On the 30th of September, Stefan Doboczky left the company after 6.3 years in the role. We don't have any record of a personal shareholding under Stefan's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 4.17 years. Under Stefan's leadership, the company delivered a total shareholder return of 91%.
Reported Earnings • Aug 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €544.0m (up 52% from 2Q 2020). Net income: €60.4m (up €81.1m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 09First quarter 2021 earnings released: EPS €1.06 (vs €0.84 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €489.3m (up 4.9% from 1Q 2020). Net income: €24.5m (up 10% from 1Q 2020). Profit margin: 5.0% (up from 4.8% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 20Independent Deputy Chairman of Supervisory Board Veit Sorger has left the companyOn the 14th of April, Veit Sorger's tenure as Independent Deputy Chairman of Supervisory Board ended after 10.1 years in the role. We don't have any record of a personal shareholding under Veit's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.24 (vs €4.63 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.75b (down 19% from FY 2019). Net income: €6.28m (down 95% from FY 2019). Profit margin: 0.4% (down from 5.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.0% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Feb 06New 90-day high: €116The company is up 84% from its price of €63.00 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €196 per share.
Is New 90 Day High Low • Jan 21New 90-day high: €99.90The company is up 69% from its price of €59.10 on 23 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €177 per share.
Is New 90 Day High Low • Dec 30New 90-day high: €80.30The company is up 71% from its price of €46.95 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €165 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €74.30The company is up 65% from its price of €45.15 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €132 per share.
Is New 90 Day High Low • Nov 10New 90-day high: €66.90The company is up 60% from its price of €41.80 on 11 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €133 per share.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 7.6%, compared to a 2.7% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 05Third quarter 2020 earnings released: €0.16 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €413.4m (down 24% from 3Q 2019). Net loss: €4.30m (down 111% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 17% share price gain to €62.00, the stock is trading at a trailing P/E ratio of 35.8x, up from the previous P/E ratio of 30.7x. This compares to an average P/E of 30x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 44%.
Is New 90 Day High Low • Oct 24New 90-day high: €59.10The company is up 44% from its price of €40.95 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €146 per share.
Is New 90 Day High Low • Oct 02New 90-day high: €48.00The company is up 13% from its price of €42.50 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 €132 per share.
