View ValuationGerresheimer 将来の成長Future 基準チェック /36Gerresheimer利益と収益がそれぞれ年間42.7%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.2% 45.9%なると予測されています。主要情報42.7%収益成長率45.92%EPS成長率Life Sciences 収益成長20.1%収益成長率5.1%将来の株主資本利益率8.22%アナリストカバレッジGood最終更新日24 Jun 2026今後の成長に関する最新情報お知らせ • Jul 11Gerresheimer AG Provides Revenue Guidance for the Second Half of 2025Gerresheimer AG provided revenue guidance for the second half of 2025. In the second half of 2025, Gerresheimer expects stronger growth again based on production ramp-ups and a good order intake, and anticipates organic revenue growth of 0 – 2% compared to the previous year.お知らせ • Jun 05+ 1 more updateGerresheimer AG Revises Earnings Guidance for the Financial Year 2025Gerresheimer AG revised earnings guidance for the financial year 2025. For the financial year, the company expects organic revenue growth to be 1% to 2% compared to the previous year (previously: 3% to 5%).お知らせ • Apr 11Gerresheimer AG Confirms Earnings Guidance for the Mid-Term of the Fiscal Year 2025Gerresheimer AG confirmed earnings guidance for the mid-term of the fiscal year 2025. For the mid-term, the company expects organic revenue growth 8% - 10% CAGR.Price Target Changed • Oct 01Price target decreased by 7.9% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 48% above last closing price of €82.10. Stock is down 15% over the past year. The company is forecast to post earnings per share of €3.78 for next year compared to €3.48 last year.お知らせ • Apr 11Gerresheimer AG Provides Earnings Guidance for the Year 2024 and 2025Gerresheimer AG provided earnings guidance for the year 2024 and 2025. For the year 2024, the company expects revenue growth of 5% to 10%.For the year 2025, the company expects revenue growth of 10% to 15%.お知らせ • Oct 06Gerresheimer AG Provides Earnings Guidance for Full Year 2023Gerresheimer AG provided earnings guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.すべての更新を表示Recent updatesお知らせ • Apr 11Gerresheimer AG(XTRA:GXI) dropped from Germany SDAX (Total Return) IndexGerresheimer AG has been dropped from the Germany SDAX (Total Return) Indexお知らせ • Nov 22Gerresheimer AG Announces Supervisory Board ChangesKlaus Röhrig, co-founder and Co-Chief Investment Officer of the Active Ownership Group, has been appointed to the Supervisory Board of Gerresheimer AG until the next Annual General Meeting in June 2026. He succeeds Dr. Dorothea Wenzel, who made her position available to reflect the changed shareholder structure of the company in the composition of the Supervisory Board. With his appointment, Klaus Röhrig also assumes the duties of Dr. Dorothea Wenzel on the Audit Committee of Gerresheimer AG. Klaus Röhrig will stand for election to the Supervisory Board at the next Annual General Meeting on June 3, 2026. In total, four shareholder representatives will be up for election at the next Annual General Meeting of Gerresheimer AG’s co-determined Supervisory Board.お知らせ • Oct 16+ 3 more updatesGerresheimer AG to Report Fiscal Year 2025 Results on Feb 26, 2026Gerresheimer AG announced that they will report fiscal year 2025 results at 1:25 PM, Central European Standard Time on Feb 26, 2026お知らせ • Oct 14Gerresheimer Ag Announces Fda Grants Approval of Sq Innovation's Lasix®? OnyuGerresheimer announced that the US Food and Drug Administration (FDA) granted SQ Innovation approval for Lasix ONYU for treatment of edema in congestive heart failure. Lasix ONYU is a combination product consisting of a novel high-concentration formulation of the diuretic furosemide and the Gerresheimer on-body drug delivery device (infusor). It was developed to enable subcutaneous infusion of furosemide at home for selected patients, as prescribed by a clinician without the need for a healthcare professional to administer the drug. The cartridge-based infusor was designed and developed by Gerresheimer based on its proprietary infusor platform for subcutaneous drug delivery. Gerresheimer also manages production of the device as a full-service solution provider. First products of Lasix ONYU are expected to be available on the market already in 2025. The FDA's approval of the combination product demonstrates Gerresheimer's innovative strength and its strong partnership with customers, from product design to large-scale manufacturing. Device based on Gerresheimer's innovative micropump technology: The cartridge-based infus or was designed and developed by Ger Resheimer based on its proprietary infUSor platform for subcutaneous Drug delivery. The core technology is an innovative micropump which enables controlled, precise administration of a drug product according to a defined therapy regimen. Designed with patient comfort and the environment in mind The lightweight, compact device is patched onto the patient's body, making it comfortable for the patient to wear while the drug is gently infused. The reusable component, which is rated for delivery of 48 treatments with diuretic furosemides, is recyclable. Because only the disposable unit requires sterilization, radiation can be used instead of chemical sterilization, and no electronic components end up in medical waste. This two-component concept was developed in line with Gerresheimer's EcoDesign principles, which aim to increase product lifespan and reduce waste. Reducing total cost of care and improving patients' quality of life. The combination product Lasix ONYU also opens up possibilities to reduce the total cost of care. The two-component design results in a lower cost per treatment, because only the disposable part of the device needs to be replaced. Most importantly, the infusor allows for home treatment, reducing the length of hospital stay or avoiding the need for hospitalization for intravenous diuretic administration altogether. First products expected to be available already in 2025 In addition to Gerresheimer's role in design and development, Gerresheimer also manages production the device as a full- service solution provider. The disposable unit for the infusor is, for example, produced at the Gerresheimer facility in Wackersdorf, Germany, on a high-capacity semi-automated line. Production commenced earlier this year in anticipation of approval and first products are expected to be available before the end of the year.お知らせ • Oct 10+ 2 more updatesGerresheimer AG Appoints Hans-Norbert Topp as Head of Combined Moulded Glass Business UnitGerresheimer AG announced that as part of the integration of Bormioli Pharma into the Gerresheimer Group, Gerresheimer has already begun to establish the combined Moulded Glass business as a global, independent unit. Hans-Norbert Topp, an internationally experienced manager with a proven track record, has been appointed to head the business unit.お知らせ • Aug 22Active Ownership Wants Review at Gerresheimer After Taking StakeOn August 21, 2025, Active Ownership announced that it saw major potential for value creation at Gerresheimer AG and called for a strategic review. Active Ownership expressly welcomes the planned sale process for the moulded glass division and calls for a swift settlement in order to strengthen the Company's cash flow and reduce debt. Active Ownership also stated that further key measures should include additional portfolio optimization and the implementation of an efficiency programme, particularly through cost reductions in administration and business units. Active Ownership added that this would improve the return on the Company's sales by five percentage points, while also calling for the creation of a strategy committee to review all of the Company's ongoing projects.お知らせ • Jul 11Gerresheimer AG Provides Revenue Guidance for the Second Half of 2025Gerresheimer AG provided revenue guidance for the second half of 2025. In the second half of 2025, Gerresheimer expects stronger growth again based on production ramp-ups and a good order intake, and anticipates organic revenue growth of 0 – 2% compared to the previous year.お知らせ • Jun 06Asset Value Investors Calls for Changes at Gerresheimer AGOn June 5, 2025, Asset Value Investors Limited called upon Gerresheimer AG to take steps to restore its market value, a move partially supported by another top 30 investor. Asset Value Investors expressed its views that new financial leadership is needed to restore the Company's relationship and credibility with investors, it said in an open letter to the Company. Asset Value Investors also urged the Company to establish a capital allocation committee and exit its moulded glass business as soon as possible. Union Investment, which holds a 0.9% stake in the Company, said it backed the calls for new leadership and a sale of the moulded glass business but did not see a need for a capital allocation committee.お知らせ • Jun 05+ 1 more updateGerresheimer AG Revises Earnings Guidance for the Financial Year 2025Gerresheimer AG revised earnings guidance for the financial year 2025. For the financial year, the company expects organic revenue growth to be 1% to 2% compared to the previous year (previously: 3% to 5%).お知らせ • Apr 24Gerresheimer AG, Annual General Meeting, Jun 05, 2025Gerresheimer AG, Annual General Meeting, Jun 05, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 11Gerresheimer AG Confirms Earnings Guidance for the Mid-Term of the Fiscal Year 2025Gerresheimer AG confirmed earnings guidance for the mid-term of the fiscal year 2025. For the mid-term, the company expects organic revenue growth 8% - 10% CAGR.お知らせ • Mar 13Warburg Pincus, KKR Consortium Reportedly in Talks to Buy GerresheimerA consortium consisting of Warburg Pincus LLC and KKR & Co. Inc. (NYSE:KKR) are in talks to acquire Gerresheimer AG (ETR:GXI), the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. The private equity firms emerged as the frontrunner after they teamed up and other potential bidders including Bain Capital dropped, the people said, asking not to be identified discussing confidential information. The Warburg Pincus-KKR consortium is unlikely to offer a significant premium to Gerresheimer’s current price and there are still major hurdles to a deal, some of the people said. While the talks are advanced, any final agreement could take weeks and a deal could still fall apart, they added. Representatives for Gerresheimer, Warburg Pincus, KKR and Bain declined to comment.お知らせ • Feb 27Gerresheimer AG announces Annual dividend, payable on June 10, 2025Gerresheimer AG announced Annual dividend of EUR 1.2500 per share payable on June 10, 2025, ex-date on June 06, 2025 and record date on June 09, 2025.お知らせ • Feb 21Phillips-Medisize, Bain Capital Reportedly Eye GerresheimerUS medical solutions company Phillips-Medisize (Phillips-Medisize, LLC) and buyout firm Bain Capital (Bain Capital, LP) are among potential bidders for Gerresheimer AG (XTRA:GXI), the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. The firms join other suitors that have been evaluating possible offers for part or all of Gerresheimer, the people said, asking not to be identified because the information is private.お知らせ • Feb 20Gerresheimer AG to Report Q3, 2025 Results on Oct 10, 2025Gerresheimer AG announced that they will report Q3, 2025 results on Oct 10, 2025お知らせ • Feb 11Gerresheimer Discussing Takeover with Private Equity InvestorsGerman pill bottles and syringes maker Gerresheimer AG (XTRA:GXI) said on February 07, 2025 that it is in early-stage talks with private equity investors over a potential takeover, confirming a media report. The private equity firms have expressed, on an informal and non-binding basis, their interest to explore a possible public takeover offer for Gerresheimer, the company said. The discussions are still in a very preliminary stage and it is not certain at this point whether an offer will actually be made, the firm added, without disclosing further details. The statement was made after news agency Bloomberg previously reported that private equity firms Warburg Pincus LLC, EQT AB (publ) (OM:EQT) and KKR & Co. Inc. (NYSE:KKR) among other suitors have shown interest in the German pill bottles and syringes maker.Reported Earnings • Oct 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €1.16 (up from €0.81 in 3Q 2023). Revenue: €498.5m (up 2.2% from 3Q 2023). Net income: €40.1m (up 43% from 3Q 2023). Profit margin: 8.0% (up from 5.7% in 3Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 01Price target decreased by 7.9% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 48% above last closing price of €82.10. Stock is down 15% over the past year. The company is forecast to post earnings per share of €3.78 for next year compared to €3.48 last year.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.55, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Life Sciences industry in Europe. Total returns to shareholders of 3.6% over the past three years.Reported Earnings • Jul 12Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €0.94 (down from €1.05 in 2Q 2023). Revenue: €502.4m (flat on 2Q 2023). Net income: €32.5m (down 5.7% from 2Q 2023). Profit margin: 6.5% (down from 6.9% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.3% to €101. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €95.00. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Upcoming Dividend • May 30Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (0.7%).New Risk • Apr 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 69% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).Reported Earnings • Apr 11First quarter 2024 earnings released: EPS: €0.38 (vs €0.38 in 1Q 2023)First quarter 2024 results: EPS: €0.38. Revenue: €466.1m (up 1.8% from 1Q 2023). Net income: €13.0m (up 8.0% from 1Q 2023). Profit margin: 2.8% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe.お知らせ • Apr 11Gerresheimer AG Provides Earnings Guidance for the Year 2024 and 2025Gerresheimer AG provided earnings guidance for the year 2024 and 2025. For the year 2024, the company expects revenue growth of 5% to 10%.For the year 2025, the company expects revenue growth of 10% to 15%.Declared Dividend • Feb 25Dividend of €1.25 announcedDividend of €1.25 is the same as last year. Ex-date: 6th June 2024 Payment date: 10th June 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (36% 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 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €3.48 (up from €3.06 in FY 2022). Revenue: €1.99b (up 9.5% from FY 2022). Net income: €116.1m (up 21% from FY 2022). Profit margin: 5.8% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Dec 06+ 1 more updateGerresheimer AG, Annual General Meeting, Jun 05, 2024Gerresheimer AG, Annual General Meeting, Jun 05, 2024.New Risk • Oct 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 62% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).お知らせ • Oct 06Gerresheimer AG Provides Earnings Guidance for Full Year 2023Gerresheimer AG provided earnings guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.Reported Earnings • Oct 06Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: €0.81. Revenue: €487.9m (up 3.2% from 3Q 2022). Net income: €28.0m (up 2.5% from 3Q 2022). Profit margin: 5.7% (down from 5.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe.お知らせ • Sep 28+ 2 more updatesGerresheimer AG to Report Q2, 2024 Results on Jul 11, 2024Gerresheimer AG announced that they will report Q2, 2024 results on Jul 11, 2024Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €101, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Life Sciences industry in Europe. Total returns to shareholders of 7.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €172 per share.Price Target Changed • Jul 12Price target increased by 12% to €134Up from €119, the current price target is an average from 9 analysts. New target price is 25% above last closing price of €108. Stock is up 79% over the past year. The company is forecast to post earnings per share of €3.97 for next year compared to €3.06 last year.Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: €1.05 (vs €0.80 in 2Q 2022)Second quarter 2023 results: EPS: €1.05 (up from €0.80 in 2Q 2022). Revenue: €499.6m (up 12% from 2Q 2022). Net income: €34.4m (up 37% from 2Q 2022). Profit margin: 6.9% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06Gerresheimer Ag Provides Revenue Guidance for Full Year 2023Gerresheimer AG provided revenue guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.Price Target Changed • Jun 28Price target increased by 8.0% to €119Up from €110, the current price target is an average from 8 analysts. New target price is 20% above last closing price of €99.85. Stock is up 50% over the past year. The company is forecast to post earnings per share of €3.97 for next year compared to €3.06 last year.お知らせ • Jun 08Gerresheimer AG Announces Dividend for the Financial Year 2022, Payable on June 12, 2023Gerresheimer AG announced a dividend of EUR 1.25 for the financial year 2022. The dividend is to be paid out on June 12, 2023.Upcoming Dividend • Jun 01Upcoming dividend of €1.25 per share at 1.2% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 12 June 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).Reported Earnings • Apr 08First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: €0.38 (up from €0.34 in 1Q 2022). Revenue: €457.8m (up 24% from 1Q 2022). Net income: €12.0m (up 12% from 1Q 2022). Profit margin: 2.6% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 09Price target increased by 13% to €105Up from €93.29, the current price target is an average from 8 analysts. New target price is 25% above last closing price of €84.45. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.13 for next year compared to €3.06 last year.Reported Earnings • Feb 24Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €3.06 (up from €2.67 in FY 2021). Revenue: €1.82b (up 21% from FY 2021). Net income: €96.1m (up 15% from FY 2021). Profit margin: 5.3% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28+ 1 more updateGerresheimer AG to Report Q3, 2023 Results on Oct 05, 2023Gerresheimer AG announced that they will report Q3, 2023 results on Oct 05, 2023Reported Earnings • Oct 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: €0.87 (up from €0.61 in 3Q 2021). Revenue: €473.0m (up 24% from 3Q 2021). Net income: €27.3m (up 43% from 3Q 2021). Profit margin: 5.8% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 14Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: €0.80 (down from €0.90 in 2Q 2021). Revenue: €444.6m (up 18% from 2Q 2021). Net income: €25.2m (down 11% from 2Q 2021). Profit margin: 5.7% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.5%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jul 13+ 2 more updatesGerresheimer AG to Report Fiscal Year 2022 Results on Feb 17, 2023Gerresheimer AG announced that they will report fiscal year 2022 results on Feb 17, 2023Upcoming Dividend • Jun 02Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (0.7%).Reported Earnings • Apr 08First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: €0.34 (up from €0.29 in 1Q 2021). Revenue: €370.8m (up 22% from 1Q 2021). Net income: €10.7m (up 17% from 1Q 2021). Profit margin: 2.9% (in line with 1Q 2021). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Over the next year, revenue is forecast to grow 6.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Price Target Changed • Mar 11Price target decreased to €95.33Down from €103, the current price target is an average from 8 analysts. New target price is 61% above last closing price of €59.20. Stock is down 30% over the past year. The company is forecast to post earnings per share of €3.70 for next year compared to €2.67 last year.Reported Earnings • Feb 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.67 (down from €2.82 in FY 2020). Revenue: €1.50b (up 5.6% from FY 2020). Net income: €83.8m (down 5.4% from FY 2020). Profit margin: 5.6% (down from 6.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 8.4%, compared to a 27% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Oct 13Third quarter 2021 earnings released: EPS €0.61 (vs €0.81 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €382.0m (up 9.4% from 3Q 2020). Net income: €19.1m (down 25% from 3Q 2020). Profit margin: 5.0% (down from 7.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS €0.90The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €377.0m (up 3.9% from 2Q 2020). Net income: €28.1m (down 3.0% from 2Q 2020). Profit margin: 7.5% (down from 8.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 03Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 14 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.5%).Reported Earnings • Apr 09First quarter 2021 earnings released: EPS €0.29 (vs €0.13 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €302.8m (flat on 1Q 2020). Net income: €9.20m (up 122% from 1Q 2020). Profit margin: 3.0% (up from 1.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 23New 90-day low: €85.60The company is down 9.0% from its price of €94.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Life Sciences 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 €99.88 per share.Is New 90 Day High Low • Nov 16New 90-day high: €103The company is up 5.0% from its price of €97.90 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Life Sciences industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.40 per share.Is New 90 Day High Low • Oct 15New 90-day low: €91.50The company is down 3.0% from its price of €94.45 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Life Sciences 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 €99.47 per share.Reported Earnings • Oct 14Third quarter earnings releasedOver the last 12 months the company has reported total losses of €24.7m, with earnings decreasing by €230.4m from the prior year. Total revenue was €1.38b over the last 12 months, down 2.1% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 14Third-quarter earnings released: Revenue behind estimatesThird-quarter revenue missed analyst estimates by 1.3% at €349.2m. Earnings per share (EPS) were mostly in line with analyst estimates at €0.81. Revenue is forecast to grow 7.6% over the next year, compared to a 16% growth forecast for the Life Sciences industry in Germany.業績と収益の成長予測DB:GXI - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数11/30/20282,680111N/A368711/30/20272,49685553421211/30/20262,37357383021211/30/20252,3093-80209128/31/20252,25023-439254N/A5/31/20252,18863-468239N/A2/28/20252,09079-549185N/A11/30/20242,036110-130240N/A8/31/20242,012114-131256N/A5/31/20242,002115-54344N/A2/29/20241,999117-15371N/A11/30/20231,990116-44294N/A8/31/20231,974107-27287N/A5/31/20231,959107-80205N/A2/28/20231,90497-89171N/A11/30/20221,81796-38222N/A8/31/20221,72591-45214N/A5/31/20221,63482-20225N/A2/28/20221,566854238N/A11/30/20211,498846212N/A8/31/20211,465861203N/A5/31/20211,43293-13182N/A2/28/20211,4189462243N/A11/30/20201,4198948222N/A8/31/20201,385-2553235N/A5/31/20201,394-3226208N/A2/29/20201,388-14-16165N/A11/30/20191,3928128193N/A8/31/20191,4152072161N/A5/31/20191,410207N/A183N/A2/28/20191,386179N/A159N/A11/30/20181,368129N/A173N/A8/31/20181,351124N/A184N/A5/31/20181,329131N/A192N/A2/28/20181,336137N/A206N/A11/30/20171,348101N/A219N/A8/31/20171,33149N/A184N/A5/31/20171,35053N/A176N/A2/28/20171,35856N/A190N/A11/30/20161,37558N/A173N/A8/31/20161,299118N/A195N/A5/31/20161,292106N/A201N/A2/29/20161,30199N/A188N/A11/30/20151,28396N/A204N/A8/31/20151,33569N/A206N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GXIの予測収益成長率 (年間42.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: GXIの収益 ( 42.7% ) はGerman市場 ( 16.8% ) よりも速いペースで成長すると予測されています。高成長収益: GXIの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: GXIの収益 ( 5.1% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: GXIの収益 ( 5.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GXIの 自己資本利益率 は、3年後には低くなると予測されています ( 8.2 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/28 09:33終値2026/06/26 00:00収益2025/08/31年間収益2024/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Gerresheimer AG 12 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。34 アナリスト機関Jonathon UnwinBarclaysPallav MittalBarclaysGaurav JainBarclays31 その他のアナリストを表示
お知らせ • Jul 11Gerresheimer AG Provides Revenue Guidance for the Second Half of 2025Gerresheimer AG provided revenue guidance for the second half of 2025. In the second half of 2025, Gerresheimer expects stronger growth again based on production ramp-ups and a good order intake, and anticipates organic revenue growth of 0 – 2% compared to the previous year.
お知らせ • Jun 05+ 1 more updateGerresheimer AG Revises Earnings Guidance for the Financial Year 2025Gerresheimer AG revised earnings guidance for the financial year 2025. For the financial year, the company expects organic revenue growth to be 1% to 2% compared to the previous year (previously: 3% to 5%).
お知らせ • Apr 11Gerresheimer AG Confirms Earnings Guidance for the Mid-Term of the Fiscal Year 2025Gerresheimer AG confirmed earnings guidance for the mid-term of the fiscal year 2025. For the mid-term, the company expects organic revenue growth 8% - 10% CAGR.
Price Target Changed • Oct 01Price target decreased by 7.9% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 48% above last closing price of €82.10. Stock is down 15% over the past year. The company is forecast to post earnings per share of €3.78 for next year compared to €3.48 last year.
お知らせ • Apr 11Gerresheimer AG Provides Earnings Guidance for the Year 2024 and 2025Gerresheimer AG provided earnings guidance for the year 2024 and 2025. For the year 2024, the company expects revenue growth of 5% to 10%.For the year 2025, the company expects revenue growth of 10% to 15%.
お知らせ • Oct 06Gerresheimer AG Provides Earnings Guidance for Full Year 2023Gerresheimer AG provided earnings guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.
お知らせ • Apr 11Gerresheimer AG(XTRA:GXI) dropped from Germany SDAX (Total Return) IndexGerresheimer AG has been dropped from the Germany SDAX (Total Return) Index
お知らせ • Nov 22Gerresheimer AG Announces Supervisory Board ChangesKlaus Röhrig, co-founder and Co-Chief Investment Officer of the Active Ownership Group, has been appointed to the Supervisory Board of Gerresheimer AG until the next Annual General Meeting in June 2026. He succeeds Dr. Dorothea Wenzel, who made her position available to reflect the changed shareholder structure of the company in the composition of the Supervisory Board. With his appointment, Klaus Röhrig also assumes the duties of Dr. Dorothea Wenzel on the Audit Committee of Gerresheimer AG. Klaus Röhrig will stand for election to the Supervisory Board at the next Annual General Meeting on June 3, 2026. In total, four shareholder representatives will be up for election at the next Annual General Meeting of Gerresheimer AG’s co-determined Supervisory Board.
お知らせ • Oct 16+ 3 more updatesGerresheimer AG to Report Fiscal Year 2025 Results on Feb 26, 2026Gerresheimer AG announced that they will report fiscal year 2025 results at 1:25 PM, Central European Standard Time on Feb 26, 2026
お知らせ • Oct 14Gerresheimer Ag Announces Fda Grants Approval of Sq Innovation's Lasix®? OnyuGerresheimer announced that the US Food and Drug Administration (FDA) granted SQ Innovation approval for Lasix ONYU for treatment of edema in congestive heart failure. Lasix ONYU is a combination product consisting of a novel high-concentration formulation of the diuretic furosemide and the Gerresheimer on-body drug delivery device (infusor). It was developed to enable subcutaneous infusion of furosemide at home for selected patients, as prescribed by a clinician without the need for a healthcare professional to administer the drug. The cartridge-based infusor was designed and developed by Gerresheimer based on its proprietary infusor platform for subcutaneous drug delivery. Gerresheimer also manages production of the device as a full-service solution provider. First products of Lasix ONYU are expected to be available on the market already in 2025. The FDA's approval of the combination product demonstrates Gerresheimer's innovative strength and its strong partnership with customers, from product design to large-scale manufacturing. Device based on Gerresheimer's innovative micropump technology: The cartridge-based infus or was designed and developed by Ger Resheimer based on its proprietary infUSor platform for subcutaneous Drug delivery. The core technology is an innovative micropump which enables controlled, precise administration of a drug product according to a defined therapy regimen. Designed with patient comfort and the environment in mind The lightweight, compact device is patched onto the patient's body, making it comfortable for the patient to wear while the drug is gently infused. The reusable component, which is rated for delivery of 48 treatments with diuretic furosemides, is recyclable. Because only the disposable unit requires sterilization, radiation can be used instead of chemical sterilization, and no electronic components end up in medical waste. This two-component concept was developed in line with Gerresheimer's EcoDesign principles, which aim to increase product lifespan and reduce waste. Reducing total cost of care and improving patients' quality of life. The combination product Lasix ONYU also opens up possibilities to reduce the total cost of care. The two-component design results in a lower cost per treatment, because only the disposable part of the device needs to be replaced. Most importantly, the infusor allows for home treatment, reducing the length of hospital stay or avoiding the need for hospitalization for intravenous diuretic administration altogether. First products expected to be available already in 2025 In addition to Gerresheimer's role in design and development, Gerresheimer also manages production the device as a full- service solution provider. The disposable unit for the infusor is, for example, produced at the Gerresheimer facility in Wackersdorf, Germany, on a high-capacity semi-automated line. Production commenced earlier this year in anticipation of approval and first products are expected to be available before the end of the year.
お知らせ • Oct 10+ 2 more updatesGerresheimer AG Appoints Hans-Norbert Topp as Head of Combined Moulded Glass Business UnitGerresheimer AG announced that as part of the integration of Bormioli Pharma into the Gerresheimer Group, Gerresheimer has already begun to establish the combined Moulded Glass business as a global, independent unit. Hans-Norbert Topp, an internationally experienced manager with a proven track record, has been appointed to head the business unit.
お知らせ • Aug 22Active Ownership Wants Review at Gerresheimer After Taking StakeOn August 21, 2025, Active Ownership announced that it saw major potential for value creation at Gerresheimer AG and called for a strategic review. Active Ownership expressly welcomes the planned sale process for the moulded glass division and calls for a swift settlement in order to strengthen the Company's cash flow and reduce debt. Active Ownership also stated that further key measures should include additional portfolio optimization and the implementation of an efficiency programme, particularly through cost reductions in administration and business units. Active Ownership added that this would improve the return on the Company's sales by five percentage points, while also calling for the creation of a strategy committee to review all of the Company's ongoing projects.
お知らせ • Jul 11Gerresheimer AG Provides Revenue Guidance for the Second Half of 2025Gerresheimer AG provided revenue guidance for the second half of 2025. In the second half of 2025, Gerresheimer expects stronger growth again based on production ramp-ups and a good order intake, and anticipates organic revenue growth of 0 – 2% compared to the previous year.
お知らせ • Jun 06Asset Value Investors Calls for Changes at Gerresheimer AGOn June 5, 2025, Asset Value Investors Limited called upon Gerresheimer AG to take steps to restore its market value, a move partially supported by another top 30 investor. Asset Value Investors expressed its views that new financial leadership is needed to restore the Company's relationship and credibility with investors, it said in an open letter to the Company. Asset Value Investors also urged the Company to establish a capital allocation committee and exit its moulded glass business as soon as possible. Union Investment, which holds a 0.9% stake in the Company, said it backed the calls for new leadership and a sale of the moulded glass business but did not see a need for a capital allocation committee.
お知らせ • Jun 05+ 1 more updateGerresheimer AG Revises Earnings Guidance for the Financial Year 2025Gerresheimer AG revised earnings guidance for the financial year 2025. For the financial year, the company expects organic revenue growth to be 1% to 2% compared to the previous year (previously: 3% to 5%).
お知らせ • Apr 24Gerresheimer AG, Annual General Meeting, Jun 05, 2025Gerresheimer AG, Annual General Meeting, Jun 05, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 11Gerresheimer AG Confirms Earnings Guidance for the Mid-Term of the Fiscal Year 2025Gerresheimer AG confirmed earnings guidance for the mid-term of the fiscal year 2025. For the mid-term, the company expects organic revenue growth 8% - 10% CAGR.
お知らせ • Mar 13Warburg Pincus, KKR Consortium Reportedly in Talks to Buy GerresheimerA consortium consisting of Warburg Pincus LLC and KKR & Co. Inc. (NYSE:KKR) are in talks to acquire Gerresheimer AG (ETR:GXI), the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. The private equity firms emerged as the frontrunner after they teamed up and other potential bidders including Bain Capital dropped, the people said, asking not to be identified discussing confidential information. The Warburg Pincus-KKR consortium is unlikely to offer a significant premium to Gerresheimer’s current price and there are still major hurdles to a deal, some of the people said. While the talks are advanced, any final agreement could take weeks and a deal could still fall apart, they added. Representatives for Gerresheimer, Warburg Pincus, KKR and Bain declined to comment.
お知らせ • Feb 27Gerresheimer AG announces Annual dividend, payable on June 10, 2025Gerresheimer AG announced Annual dividend of EUR 1.2500 per share payable on June 10, 2025, ex-date on June 06, 2025 and record date on June 09, 2025.
お知らせ • Feb 21Phillips-Medisize, Bain Capital Reportedly Eye GerresheimerUS medical solutions company Phillips-Medisize (Phillips-Medisize, LLC) and buyout firm Bain Capital (Bain Capital, LP) are among potential bidders for Gerresheimer AG (XTRA:GXI), the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. The firms join other suitors that have been evaluating possible offers for part or all of Gerresheimer, the people said, asking not to be identified because the information is private.
お知らせ • Feb 20Gerresheimer AG to Report Q3, 2025 Results on Oct 10, 2025Gerresheimer AG announced that they will report Q3, 2025 results on Oct 10, 2025
お知らせ • Feb 11Gerresheimer Discussing Takeover with Private Equity InvestorsGerman pill bottles and syringes maker Gerresheimer AG (XTRA:GXI) said on February 07, 2025 that it is in early-stage talks with private equity investors over a potential takeover, confirming a media report. The private equity firms have expressed, on an informal and non-binding basis, their interest to explore a possible public takeover offer for Gerresheimer, the company said. The discussions are still in a very preliminary stage and it is not certain at this point whether an offer will actually be made, the firm added, without disclosing further details. The statement was made after news agency Bloomberg previously reported that private equity firms Warburg Pincus LLC, EQT AB (publ) (OM:EQT) and KKR & Co. Inc. (NYSE:KKR) among other suitors have shown interest in the German pill bottles and syringes maker.
Reported Earnings • Oct 01Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €1.16 (up from €0.81 in 3Q 2023). Revenue: €498.5m (up 2.2% from 3Q 2023). Net income: €40.1m (up 43% from 3Q 2023). Profit margin: 8.0% (up from 5.7% in 3Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 01Price target decreased by 7.9% to €121Down from €132, the current price target is an average from 15 analysts. New target price is 48% above last closing price of €82.10. Stock is down 15% over the past year. The company is forecast to post earnings per share of €3.78 for next year compared to €3.48 last year.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.55, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Life Sciences industry in Europe. Total returns to shareholders of 3.6% over the past three years.
Reported Earnings • Jul 12Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €0.94 (down from €1.05 in 2Q 2023). Revenue: €502.4m (flat on 2Q 2023). Net income: €32.5m (down 5.7% from 2Q 2023). Profit margin: 6.5% (down from 6.9% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
Buy Or Sell Opportunity • Jul 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.3% to €101. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €95.00. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Upcoming Dividend • May 30Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (0.7%).
New Risk • Apr 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 69% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).
Reported Earnings • Apr 11First quarter 2024 earnings released: EPS: €0.38 (vs €0.38 in 1Q 2023)First quarter 2024 results: EPS: €0.38. Revenue: €466.1m (up 1.8% from 1Q 2023). Net income: €13.0m (up 8.0% from 1Q 2023). Profit margin: 2.8% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe.
お知らせ • Apr 11Gerresheimer AG Provides Earnings Guidance for the Year 2024 and 2025Gerresheimer AG provided earnings guidance for the year 2024 and 2025. For the year 2024, the company expects revenue growth of 5% to 10%.For the year 2025, the company expects revenue growth of 10% to 15%.
Declared Dividend • Feb 25Dividend of €1.25 announcedDividend of €1.25 is the same as last year. Ex-date: 6th June 2024 Payment date: 10th June 2024 Dividend yield will be 1.2%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (36% 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 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €3.48 (up from €3.06 in FY 2022). Revenue: €1.99b (up 9.5% from FY 2022). Net income: €116.1m (up 21% from FY 2022). Profit margin: 5.8% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Dec 06+ 1 more updateGerresheimer AG, Annual General Meeting, Jun 05, 2024Gerresheimer AG, Annual General Meeting, Jun 05, 2024.
New Risk • Oct 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 62% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (62% net debt to equity). Shareholders have been diluted in the past year (10.0% increase in shares outstanding).
お知らせ • Oct 06Gerresheimer AG Provides Earnings Guidance for Full Year 2023Gerresheimer AG provided earnings guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.
Reported Earnings • Oct 06Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: €0.81. Revenue: €487.9m (up 3.2% from 3Q 2022). Net income: €28.0m (up 2.5% from 3Q 2022). Profit margin: 5.7% (down from 5.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe.
お知らせ • Sep 28+ 2 more updatesGerresheimer AG to Report Q2, 2024 Results on Jul 11, 2024Gerresheimer AG announced that they will report Q2, 2024 results on Jul 11, 2024
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €101, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Life Sciences industry in Europe. Total returns to shareholders of 7.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €172 per share.
Price Target Changed • Jul 12Price target increased by 12% to €134Up from €119, the current price target is an average from 9 analysts. New target price is 25% above last closing price of €108. Stock is up 79% over the past year. The company is forecast to post earnings per share of €3.97 for next year compared to €3.06 last year.
Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: €1.05 (vs €0.80 in 2Q 2022)Second quarter 2023 results: EPS: €1.05 (up from €0.80 in 2Q 2022). Revenue: €499.6m (up 12% from 2Q 2022). Net income: €34.4m (up 37% from 2Q 2022). Profit margin: 6.9% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06Gerresheimer Ag Provides Revenue Guidance for Full Year 2023Gerresheimer AG provided revenue guidance for full year 2023. For the year, the company expects Organic revenue growth: at least 10% and Medium-term guidance (for group level, currency-adjusted), Organic revenue growth: at least 10%.
Price Target Changed • Jun 28Price target increased by 8.0% to €119Up from €110, the current price target is an average from 8 analysts. New target price is 20% above last closing price of €99.85. Stock is up 50% over the past year. The company is forecast to post earnings per share of €3.97 for next year compared to €3.06 last year.
お知らせ • Jun 08Gerresheimer AG Announces Dividend for the Financial Year 2022, Payable on June 12, 2023Gerresheimer AG announced a dividend of EUR 1.25 for the financial year 2022. The dividend is to be paid out on June 12, 2023.
Upcoming Dividend • Jun 01Upcoming dividend of €1.25 per share at 1.2% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 12 June 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).
Reported Earnings • Apr 08First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: €0.38 (up from €0.34 in 1Q 2022). Revenue: €457.8m (up 24% from 1Q 2022). Net income: €12.0m (up 12% from 1Q 2022). Profit margin: 2.6% (down from 2.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 09Price target increased by 13% to €105Up from €93.29, the current price target is an average from 8 analysts. New target price is 25% above last closing price of €84.45. Stock is up 43% over the past year. The company is forecast to post earnings per share of €4.13 for next year compared to €3.06 last year.
Reported Earnings • Feb 24Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €3.06 (up from €2.67 in FY 2021). Revenue: €1.82b (up 21% from FY 2021). Net income: €96.1m (up 15% from FY 2021). Profit margin: 5.3% (down from 5.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28+ 1 more updateGerresheimer AG to Report Q3, 2023 Results on Oct 05, 2023Gerresheimer AG announced that they will report Q3, 2023 results on Oct 05, 2023
Reported Earnings • Oct 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: €0.87 (up from €0.61 in 3Q 2021). Revenue: €473.0m (up 24% from 3Q 2021). Net income: €27.3m (up 43% from 3Q 2021). Profit margin: 5.8% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 14Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: EPS: €0.80 (down from €0.90 in 2Q 2021). Revenue: €444.6m (up 18% from 2Q 2021). Net income: €25.2m (down 11% from 2Q 2021). Profit margin: 5.7% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 7.5%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 13+ 2 more updatesGerresheimer AG to Report Fiscal Year 2022 Results on Feb 17, 2023Gerresheimer AG announced that they will report fiscal year 2022 results on Feb 17, 2023
Upcoming Dividend • Jun 02Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Apr 08First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: €0.34 (up from €0.29 in 1Q 2021). Revenue: €370.8m (up 22% from 1Q 2021). Net income: €10.7m (up 17% from 1Q 2021). Profit margin: 2.9% (in line with 1Q 2021). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Over the next year, revenue is forecast to grow 6.5%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Price Target Changed • Mar 11Price target decreased to €95.33Down from €103, the current price target is an average from 8 analysts. New target price is 61% above last closing price of €59.20. Stock is down 30% over the past year. The company is forecast to post earnings per share of €3.70 for next year compared to €2.67 last year.
Reported Earnings • Feb 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.67 (down from €2.82 in FY 2020). Revenue: €1.50b (up 5.6% from FY 2020). Net income: €83.8m (down 5.4% from FY 2020). Profit margin: 5.6% (down from 6.2% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 8.4%, compared to a 27% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 13Third quarter 2021 earnings released: EPS €0.61 (vs €0.81 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €382.0m (up 9.4% from 3Q 2020). Net income: €19.1m (down 25% from 3Q 2020). Profit margin: 5.0% (down from 7.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS €0.90The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €377.0m (up 3.9% from 2Q 2020). Net income: €28.1m (down 3.0% from 2Q 2020). Profit margin: 7.5% (down from 8.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 03Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 14 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.5%).
Reported Earnings • Apr 09First quarter 2021 earnings released: EPS €0.29 (vs €0.13 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €302.8m (flat on 1Q 2020). Net income: €9.20m (up 122% from 1Q 2020). Profit margin: 3.0% (up from 1.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 23New 90-day low: €85.60The company is down 9.0% from its price of €94.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Life Sciences 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 €99.88 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €103The company is up 5.0% from its price of €97.90 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Life Sciences industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.40 per share.
Is New 90 Day High Low • Oct 15New 90-day low: €91.50The company is down 3.0% from its price of €94.45 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Life Sciences 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 €99.47 per share.
Reported Earnings • Oct 14Third quarter earnings releasedOver the last 12 months the company has reported total losses of €24.7m, with earnings decreasing by €230.4m from the prior year. Total revenue was €1.38b over the last 12 months, down 2.1% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 14Third-quarter earnings released: Revenue behind estimatesThird-quarter revenue missed analyst estimates by 1.3% at €349.2m. Earnings per share (EPS) were mostly in line with analyst estimates at €0.81. Revenue is forecast to grow 7.6% over the next year, compared to a 16% growth forecast for the Life Sciences industry in Germany.