View ValuationX-FAB Silicon Foundries 将来の成長Future 基準チェック /36X-FAB Silicon Foundries利益と収益がそれぞれ年間33%と5.7%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3.7% 33%なると予測されています。主要情報33.0%収益成長率33.02%EPS成長率Semiconductor 収益成長30.4%収益成長率5.7%将来の株主資本利益率3.71%アナリストカバレッジGood最終更新日05 May 2026今後の成長に関する最新情報お知らせ • May 02X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter 2026X-FAB Silicon Foundries SE provided earnings guidance for the second quarter 2026. For the quarter, the company expected revenue to come in within the range of USD 190 million - USD 200 million.お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter of 2026X-FAB Silicon Foundries SE provides earnings guidance for the first quarter 2026. For the first quarter, the company expects revenue is expected to come in within a range of USD 190 million - USD 200 million.お知らせ • Oct 31+ 1 more updateX-FAB Silicon Foundries SE Provides earnings Guidance for the Fourth Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter and full year 2025. For the period, the company expects revenue to come in within the range of USD 215 million to 225 million. For the full year, the company expects revenue to be in the range of USD 863 million to 873 million.お知らせ • Sep 09X-FAB Silicon Foundries SE Reiterates Earnings Guidance for the Year 2025X-FAB Silicon Foundries SE reiterated earnings guidance for the year 2025. For the year, company expected revenue in range of USD 840 Million to USD 870 Million. Long term financial ambition of high single-digit average growth across cycles .お知らせ • Aug 01+ 1 more updateX-Fab Silicon Foundries SE Upgrades Earnings Guidance for the Fiscal Year 2025X-FAB Silicon Foundries SE upgraded earnings guidance for the fiscal year 2025. For the year, the company's revenue guidance to be in the range of USD 840 million - USD 870 million, up from the previous range of USD 820 million- USD 870 million.お知らせ • Apr 24X-Fab Silicon Foundries Se Provides Earnings Guidance for Second Quarter of 2025, Reiterates Earnings Guidance for Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for second quarter of 2025, reiterated earnings guidance for full year 2025. For the quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million. For the full year 2025, the company reiterated its guidance with annual revenue expected in the range of USD 820 million - USD 870 million.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 4 independent directors (5 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 02X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter 2026X-FAB Silicon Foundries SE provided earnings guidance for the second quarter 2026. For the quarter, the company expected revenue to come in within the range of USD 190 million - USD 200 million.お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter of 2026X-FAB Silicon Foundries SE provides earnings guidance for the first quarter 2026. For the first quarter, the company expects revenue is expected to come in within a range of USD 190 million - USD 200 million.Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Non-Executive Director Wan Bin Wan Omar was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31+ 1 more updateX-FAB Silicon Foundries SE Provides earnings Guidance for the Fourth Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter and full year 2025. For the period, the company expects revenue to come in within the range of USD 215 million to 225 million. For the full year, the company expects revenue to be in the range of USD 863 million to 873 million.お知らせ • Sep 22X-FAB Silicon Foundries SE to Report First Half, 2026 Final Results on Sep 01, 2026X-FAB Silicon Foundries SE announced that they will report first half, 2026 final results on Sep 01, 2026お知らせ • Sep 21+ 4 more updatesX-FAB Silicon Foundries SE to Report Fiscal Year 2025 Results on Mar 31, 2026X-FAB Silicon Foundries SE announced that they will report fiscal year 2025 results at 5:40 PM, Central Standard Time on Mar 31, 2026お知らせ • Sep 09X-FAB Silicon Foundries SE Reiterates Earnings Guidance for the Year 2025X-FAB Silicon Foundries SE reiterated earnings guidance for the year 2025. For the year, company expected revenue in range of USD 840 Million to USD 870 Million. Long term financial ambition of high single-digit average growth across cycles .お知らせ • Aug 01+ 1 more updateX-Fab Silicon Foundries SE Upgrades Earnings Guidance for the Fiscal Year 2025X-FAB Silicon Foundries SE upgraded earnings guidance for the fiscal year 2025. For the year, the company's revenue guidance to be in the range of USD 840 million - USD 870 million, up from the previous range of USD 820 million- USD 870 million.お知らせ • Jun 05Tata Electronics Reportedly Eyes Malaysia Foray Via Chip Fab AcquisitionTata Electronics Private Limited is reportedly in talks with global semiconductor players X-FAB Silicon Foundries SE (ENXTPA:XFAB), Dagang NeXchange Berhad (KLSE:DNEX) and Globetronics Technology Bhd. (KLSE:GTRONIC) to acquire fabrication or outsourced semiconductor assembly and test (OSAT) facility in Malaysia. An ET report said that Tata Semiconductor Manufacturing’s recently appointed president and head KC Ang will be leading the deal. For the uninitiated, Tata Semiconductor Manufacturing is the semiconductor foundry business of Tata Electronics. “Globetronics and DNeX’s SilTerra facility are among the front runners to be acquired by Tata Electronics,” one of the sources told ET. Tata Electronics declined to comment on Inc42’s queries. The acquisition is aimed at boosting Tata group company’s knowledge and talent base ahead of its foray into the semiconductor assembly and packaging business in India, the report added. The Tata group is investing heavily in the Indian semiconductor industry. It is building India’s first semiconductor fab in Gujarat’s Dholera, with a $11 Billion investment. Additionally, it is investing $3 Billion in a facility in Assam for the assembly and testing of semiconductor chips. This project in Assam will focus on OSAT activities.お知らせ • Apr 24X-Fab Silicon Foundries Se Provides Earnings Guidance for Second Quarter of 2025, Reiterates Earnings Guidance for Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for second quarter of 2025, reiterated earnings guidance for full year 2025. For the quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million. For the full year 2025, the company reiterated its guidance with annual revenue expected in the range of USD 820 million - USD 870 million.お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the first quarter and full year 2025. For the first quarter, the company expects revenue is expected to come in within a range of USD 195 million - USD 205 million. For the full year, the company expects revenue is expected to come in within a range of USD 820 million - USD 870 million.お知らせ • Dec 04X-FAB Silicon Foundries SE Provides Earnings Guidance for the Year 2026 and 2030X-FAB Silicon Foundries SE provided earnings guidance for the year 2026 and 2030. For the year 2026, the company's revenue to be USD 1.05 billion. For the year 2030, the company's revenue to be USD 1.5 billion.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.12, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 57% over the past three years.お知らせ • Oct 27X-FAB Silicon Foundries SE Revises Earnings Guidance for the Year 2024X-FAB Silicon Foundries SE revised earnings guidance for the year 2024. The company is adjusting the full-year revenue guidance from $860 million - $880 million to $822 million - $832 million.お知らせ • Oct 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Fourth Quarter of 2024X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter of 2024. The company expects revenue to come in within a range of $195 million - $205 million.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.20 (vs US$0.32 in 3Q 2023)Third quarter 2024 results: EPS: US$0.20 (down from US$0.32 in 3Q 2023). Revenue: US$206.4m (down 12% from 3Q 2023). Net income: US$26.0m (down 38% from 3Q 2023). Profit margin: 13% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Oct 14+ 5 more updatesX-FAB Silicon Foundries SE to Report Q1, 2025 Results on Apr 24, 2025X-FAB Silicon Foundries SE announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on Apr 24, 2025Reported Earnings • Sep 09Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.15 (down from US$0.30 in 2Q 2023). Revenue: US$205.1m (down 9.7% from 2Q 2023). Net income: US$19.8m (down 49% from 2Q 2023). Profit margin: 9.7% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.15 (down from US$0.30 in 2Q 2023). Revenue: US$205.1m (down 9.7% from 2Q 2023). Net income: US$19.8m (down 49% from 2Q 2023). Profit margin: 9.7% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Third Quarter and Full Year of 2024X-FAB Silicon Foundries SE provided earnings guidance for the third quarter and full year of 2024. For the quarter, revenue is expected to come in within a range of USD 205millioin to USD 215 million. The company adjusts the full-year revenue guidance from USD 900 million -970 million to USD 860 million -USD 880 million, mainly reflecting the overall delayed recovery of the SiC power.お知らせ • Apr 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Reiterates Earnings Guidance for the Full Year 2024X-FAB Silicon Foundries SE provided earnings guidance for the second quarter and reiterated earnings guidance for the full year 2024. For the second quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million.For the full year, the company reiterated with revenue in a range of USD 900 million - USD 970 million.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.18 (vs US$0.33 in 1Q 2023)First quarter 2024 results: EPS: US$0.18 (down from US$0.33 in 1Q 2023). Revenue: US$216.2m (up 3.9% from 1Q 2023). Net income: US$23.1m (down 46% from 1Q 2023). Profit margin: 11% (down from 21% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: US$1.24 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$1.24 (up from US$0.40 in FY 2022). Revenue: US$906.8m (up 23% from FY 2022). Net income: US$161.9m (up 208% from FY 2022). Profit margin: 18% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.43, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Semiconductor industry in Germany. Negligible returns to shareholders over past three years.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$1.24 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$1.24 (up from US$0.40 in FY 2022). Revenue: US$906.8m (up 23% from FY 2022). Net income: US$161.9m (up 208% from FY 2022). Profit margin: 18% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2024X-FAB Silicon Foundries SE provided earnings guidance for the first quarter and full year 2024. For the first quarter, the company expects revenue to come in within a range of USD 215 million - USD 225 million.For the full year, the company expects revenues to come in at a range of USD 900 million - USD 970 million.New Risk • Oct 31New 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 6.5% 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. This is currently the only risk that has been identified for the company.お知らせ • Oct 28X-FAB Silicon Foundries SE Provides Earnings Guidance for the Fourth Quarter of 2023X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to come in within a range of USD 230-245 million.Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: US$0.32 (vs US$0.12 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.32 (up from US$0.12 loss in 3Q 2022). Revenue: US$233.8m (up 24% from 3Q 2022). Net income: US$41.7m (up US$56.7m from 3Q 2022). Profit margin: 18% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 11+ 5 more updatesX-FAB Silicon Foundries SE to Report Q3, 2024 Results on Oct 24, 2024X-FAB Silicon Foundries SE announced that they will report Q3, 2024 results at 5:40 PM, Central European Standard Time on Oct 24, 2024お知らせ • Jul 28X-Fab Silicon Foundries Se Provides Earnings Guidance for the Third Quarter for 2023X-FAB Silicon Foundries SE provided earnings guidance for the third quarter for 2023. For the period, the company revenue is expected to come in within a range of USD 225 million - USD 240 million with an EBITDA margin in the range of 24-28%. This guidance is based on an average exchange rate of 1.10 USD/Euro.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.30 (vs US$0.053 in 2Q 2022)Second quarter 2023 results: EPS: US$0.30 (up from US$0.053 in 2Q 2022). Revenue: US$227.1m (up 20% from 2Q 2022). Net income: US$38.7m (up 461% from 2Q 2022). Profit margin: 17% (up from 3.7% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 222% over the past three years.お知らせ • Jun 09X-FAB Silicon Foundries SE to Report Q3, 2023 Results on Oct 26, 2023X-FAB Silicon Foundries SE announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.15 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (up from US$0.15 in 1Q 2022). Revenue: US$208.1m (up 17% from 1Q 2022). Net income: US$42.7m (up 121% from 1Q 2022). Profit margin: 21% (up from 11% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$739.5m (up 12% from FY 2021). Net income: US$52.5m (down 37% from FY 2021). Profit margin: 7.1% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10X-Fab Silicon Foundries Se Provides Earnings Guidance for the Full Year 2023X-FAB Silicon Foundries SE provided earnings guidance for the full year 2023. For the year, the company expected revenues to come in at a range of USD 880 million to USD 960 million.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €6.32, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 51% over the past three years.お知らせ • Oct 29X-FAB Silicon Foundries SE to Report Q1, 2023 Results on Apr 27, 2023X-FAB Silicon Foundries SE announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 27, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.12 loss per share (vs US$0.17 profit in 3Q 2021)Third quarter 2022 results: US$0.12 loss per share (down from US$0.17 profit in 3Q 2021). Revenue: US$188.3m (up 11% from 3Q 2021). Net loss: US$15.0m (down 169% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30X-FAB Silicon Foundries SE to Report Q4, 2022 Results on Feb 09, 2023X-FAB Silicon Foundries SE announced that they will report Q4, 2022 results at 5:40 PM, Central European Standard Time on Feb 09, 2023Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: US$0.053 (vs US$0.20 in 2Q 2021)Second quarter 2022 results: EPS: US$0.053 (down from US$0.20 in 2Q 2021). Revenue: US$188.8m (up 17% from 2Q 2021). Net income: US$6.92m (down 74% from 2Q 2021). Profit margin: 3.7% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.053 (vs US$0.20 in 2Q 2021)Second quarter 2022 results: EPS: US$0.053 (down from US$0.20 in 2Q 2021). Revenue: US$188.8m (up 17% from 2Q 2021). Net income: US$6.92m (down 74% from 2Q 2021). Profit margin: 3.7% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29X-FAB Silicon Foundries SE Provides Revenue Guidance for the Third Quarter and for the Full Year of 2022X-FAB Silicon Foundries SE provided revenue guidance for the third quarter and year of 2022. For the quarter, the company expected revenue to be in the range of USD 182 million - USD 192 million.For the year, management adjusts the full-year guidance to revenues in the range of USD 750 million - USD 790 million.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.15 (vs US$0.098 in 1Q 2021)First quarter 2022 results: EPS: US$0.15 (up from US$0.098 in 1Q 2021). Revenue: US$178.7m (up 15% from 1Q 2021). Net income: US$19.4m (up 52% from 1Q 2021). Profit margin: 11% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Full Year of 2022X-FAB Silicon Foundries SE provided earnings guidance for the second quarter of 2022. For the quarter, the company expects revenue is expected to be in the range of USD 180-190 million.For the year, the company reiterates its full-year guidance with revenues in the range of USD 750-815 million.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 31X-FAB Silicon Foundries SE to Report Q2, 2022 Results on Jul 28, 2022X-FAB Silicon Foundries SE announced that they will report Q2, 2022 results at 5:40 PM, Central European Standard Time on Jul 28, 2022お知らせ • Feb 12X-FAB Silicon Foundries SE, Annual General Meeting, Apr 28, 2022X-FAB Silicon Foundries SE, Annual General Meeting, Apr 28, 2022, at 14:00 Central European Standard Time.お知らせ • Feb 11X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2022X-FAB Silicon Foundries SE provides earnings guidance for the first quarter and full year 2022. For the first quarter, the company expects revenue in the range of USD 175 million – USD 185 million.For the full year, the company expects revenues in the range of USD 750 million - USD 815 million.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.64 (up from US$0.10 in FY 2020). Revenue: US$657.8m (up 38% from FY 2020). Net income: US$83.6m (up US$70.1m from FY 2020). Profit margin: 13% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €8.03, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Semiconductor industry in Germany. Total returns to shareholders of 49% over the past three years.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.17 (vs US$0.099 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$169.1m (up 76% from 3Q 2020). Net income: US$21.8m (up US$34.7m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS US$0.20 (vs US$0.045 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$161.0m (up 36% from 2Q 2020). Net income: US$26.7m (up US$32.6m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$9.23, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 33x in the Semiconductor industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.14 per share.Director Overboarding • Aug 04Director Hasmawati Binti Sapawi has joined 5th company boardHasmawati Binti Sapawi has been appointed to the board of Bintulu Port Holdings Berhad (KLSE:BIPORT). Binti Sapawi now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.20 (vs US$0.045 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$161.0m (up 36% from 2Q 2020). Net income: US$26.7m (up US$32.6m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.098 (vs US$0.051 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$155.4m (up 23% from 1Q 2020). Net income: US$12.8m (up US$19.5m from 1Q 2020). Profit margin: 8.2% (up from net loss in 1Q 2020). 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 • Apr 29X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Full Year 2021X-FAB Silicon Foundries SE provides earnings guidance for the second quarter and full year 2021. For the second quarter, the company expects revenue in the range of USD 154 million to USD 160 million. For the full year, the company raised revenues in the range of USD 610 million to USD 630 million.Reported Earnings • Apr 02Full year 2020 earnings released: EPS US$0.10 (vs US$0.37 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$477.6m (down 5.7% from FY 2019). Net income: US$13.5m (up US$62.1m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 13Full year 2020 earnings released: EPS US$0.10 (vs US$0.37 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$477.6m (down 5.7% from FY 2019). Net income: US$13.5m (up US$62.1m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 13Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Is New 90 Day High Low • Jan 04New 90-day high: €4.88The company is up 53% from its price of €3.18 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.53 per share.Is New 90 Day High Low • Dec 16New 90-day high: €4.75The company is up 62% from its price of €2.94 on 17 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 Semiconductor industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.Is New 90 Day High Low • Nov 25New 90-day high: €4.24The company is up 38% from its price of €3.07 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.68 per share.Is New 90 Day High Low • Nov 03New 90-day high: €3.41The company is up 11% from its price of €3.08 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor 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 €11.42 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$47.5m, with losses widening by 51% from the prior year. Total revenue was US$455.1m over the last 12 months, down 14% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.5% at US$96.1m. Revenue is forecast to grow 15% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.お知らせ • Oct 14+ 3 more updatesX-FAB Silicon Foundries SE to Report Q1, 2021 Results on Apr 29, 2021X-FAB Silicon Foundries SE announced that they will report Q1, 2021 results at 7:00 AM, Central European Standard Time on Apr 29, 2021Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of US$42.7m, with losses widening by 283% from the prior year. Total revenue was US$489.5m over the last 12 months, down 11% from the prior year.Is New 90 Day High Low • Sep 26New 90-day low: €2.71The company is down 9.0% from its price of €2.99 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.01 per share.業績と収益の成長予測DB:XFB - アナリストの将来予測と過去の財務データ ( )USD 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12/31/20289916777167712/31/202791647-48101812/31/202682919-109153/31/202686219-5124N/A12/31/202587030-60144N/A9/30/202583721-181131N/A6/30/202581530-279160N/A3/31/202580451-320186N/A12/31/202481662-313196N/A9/30/2024865108-175302N/A6/30/2024893123-158253N/A3/31/20249151426399N/A12/31/202390716272410N/A9/30/202385316454345N/A6/30/202380710880328N/A3/31/202376976-33148N/A12/31/202273952-81100N/A9/30/202272834-8563N/A6/30/202270970-24104N/A3/31/202268190-1105N/A12/31/20216588443110N/A9/30/202162110064124N/A6/30/2021548662368N/A3/31/2021506333675N/A12/31/2020478143674N/A9/30/2020455-471050N/A6/30/2020490-431667N/A3/31/2020502-45-3332N/A12/31/2019506-49N/A15N/A9/30/2019530-31N/A-2N/A6/30/2019551-11N/A9N/A3/31/2019575-1N/A36N/A12/31/201858823N/A49N/A9/30/201860559N/A75N/A6/30/201859369N/A59N/A3/31/201857792N/A61N/A12/31/201758290N/A63N/A9/30/201758771N/A61N/A6/30/201757565N/A103N/A3/31/201755454N/A78N/A12/31/201651346N/A74N/A12/31/201533113N/A38N/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: XFBの予測収益成長率 (年間33% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: XFBの収益 ( 33% ) はGerman市場 ( 17.1% ) 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: XFB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: XFBの収益 ( 5.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: XFBの収益 ( 5.7% ) 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: XFB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 ( 3.7 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 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2026/05/25 14:38終値2026/05/22 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X-FAB Silicon Foundries SE 8 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。11 アナリスト機関Anna PatriceBerenbergTrion ReidBerenbergAleksander PetercBernstein8 その他のアナリストを表示
お知らせ • May 02X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter 2026X-FAB Silicon Foundries SE provided earnings guidance for the second quarter 2026. For the quarter, the company expected revenue to come in within the range of USD 190 million - USD 200 million.
お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter of 2026X-FAB Silicon Foundries SE provides earnings guidance for the first quarter 2026. For the first quarter, the company expects revenue is expected to come in within a range of USD 190 million - USD 200 million.
お知らせ • Oct 31+ 1 more updateX-FAB Silicon Foundries SE Provides earnings Guidance for the Fourth Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter and full year 2025. For the period, the company expects revenue to come in within the range of USD 215 million to 225 million. For the full year, the company expects revenue to be in the range of USD 863 million to 873 million.
お知らせ • Sep 09X-FAB Silicon Foundries SE Reiterates Earnings Guidance for the Year 2025X-FAB Silicon Foundries SE reiterated earnings guidance for the year 2025. For the year, company expected revenue in range of USD 840 Million to USD 870 Million. Long term financial ambition of high single-digit average growth across cycles .
お知らせ • Aug 01+ 1 more updateX-Fab Silicon Foundries SE Upgrades Earnings Guidance for the Fiscal Year 2025X-FAB Silicon Foundries SE upgraded earnings guidance for the fiscal year 2025. For the year, the company's revenue guidance to be in the range of USD 840 million - USD 870 million, up from the previous range of USD 820 million- USD 870 million.
お知らせ • Apr 24X-Fab Silicon Foundries Se Provides Earnings Guidance for Second Quarter of 2025, Reiterates Earnings Guidance for Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for second quarter of 2025, reiterated earnings guidance for full year 2025. For the quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million. For the full year 2025, the company reiterated its guidance with annual revenue expected in the range of USD 820 million - USD 870 million.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. 4 independent directors (5 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 02X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter 2026X-FAB Silicon Foundries SE provided earnings guidance for the second quarter 2026. For the quarter, the company expected revenue to come in within the range of USD 190 million - USD 200 million.
お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter of 2026X-FAB Silicon Foundries SE provides earnings guidance for the first quarter 2026. For the first quarter, the company expects revenue is expected to come in within a range of USD 190 million - USD 200 million.
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Non-Executive Director Wan Bin Wan Omar was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31+ 1 more updateX-FAB Silicon Foundries SE Provides earnings Guidance for the Fourth Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter and full year 2025. For the period, the company expects revenue to come in within the range of USD 215 million to 225 million. For the full year, the company expects revenue to be in the range of USD 863 million to 873 million.
お知らせ • Sep 22X-FAB Silicon Foundries SE to Report First Half, 2026 Final Results on Sep 01, 2026X-FAB Silicon Foundries SE announced that they will report first half, 2026 final results on Sep 01, 2026
お知らせ • Sep 21+ 4 more updatesX-FAB Silicon Foundries SE to Report Fiscal Year 2025 Results on Mar 31, 2026X-FAB Silicon Foundries SE announced that they will report fiscal year 2025 results at 5:40 PM, Central Standard Time on Mar 31, 2026
お知らせ • Sep 09X-FAB Silicon Foundries SE Reiterates Earnings Guidance for the Year 2025X-FAB Silicon Foundries SE reiterated earnings guidance for the year 2025. For the year, company expected revenue in range of USD 840 Million to USD 870 Million. Long term financial ambition of high single-digit average growth across cycles .
お知らせ • Aug 01+ 1 more updateX-Fab Silicon Foundries SE Upgrades Earnings Guidance for the Fiscal Year 2025X-FAB Silicon Foundries SE upgraded earnings guidance for the fiscal year 2025. For the year, the company's revenue guidance to be in the range of USD 840 million - USD 870 million, up from the previous range of USD 820 million- USD 870 million.
お知らせ • Jun 05Tata Electronics Reportedly Eyes Malaysia Foray Via Chip Fab AcquisitionTata Electronics Private Limited is reportedly in talks with global semiconductor players X-FAB Silicon Foundries SE (ENXTPA:XFAB), Dagang NeXchange Berhad (KLSE:DNEX) and Globetronics Technology Bhd. (KLSE:GTRONIC) to acquire fabrication or outsourced semiconductor assembly and test (OSAT) facility in Malaysia. An ET report said that Tata Semiconductor Manufacturing’s recently appointed president and head KC Ang will be leading the deal. For the uninitiated, Tata Semiconductor Manufacturing is the semiconductor foundry business of Tata Electronics. “Globetronics and DNeX’s SilTerra facility are among the front runners to be acquired by Tata Electronics,” one of the sources told ET. Tata Electronics declined to comment on Inc42’s queries. The acquisition is aimed at boosting Tata group company’s knowledge and talent base ahead of its foray into the semiconductor assembly and packaging business in India, the report added. The Tata group is investing heavily in the Indian semiconductor industry. It is building India’s first semiconductor fab in Gujarat’s Dholera, with a $11 Billion investment. Additionally, it is investing $3 Billion in a facility in Assam for the assembly and testing of semiconductor chips. This project in Assam will focus on OSAT activities.
お知らせ • Apr 24X-Fab Silicon Foundries Se Provides Earnings Guidance for Second Quarter of 2025, Reiterates Earnings Guidance for Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for second quarter of 2025, reiterated earnings guidance for full year 2025. For the quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million. For the full year 2025, the company reiterated its guidance with annual revenue expected in the range of USD 820 million - USD 870 million.
お知らせ • Feb 06X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2025X-FAB Silicon Foundries SE provided earnings guidance for the first quarter and full year 2025. For the first quarter, the company expects revenue is expected to come in within a range of USD 195 million - USD 205 million. For the full year, the company expects revenue is expected to come in within a range of USD 820 million - USD 870 million.
お知らせ • Dec 04X-FAB Silicon Foundries SE Provides Earnings Guidance for the Year 2026 and 2030X-FAB Silicon Foundries SE provided earnings guidance for the year 2026 and 2030. For the year 2026, the company's revenue to be USD 1.05 billion. For the year 2030, the company's revenue to be USD 1.5 billion.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.12, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 57% over the past three years.
お知らせ • Oct 27X-FAB Silicon Foundries SE Revises Earnings Guidance for the Year 2024X-FAB Silicon Foundries SE revised earnings guidance for the year 2024. The company is adjusting the full-year revenue guidance from $860 million - $880 million to $822 million - $832 million.
お知らせ • Oct 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Fourth Quarter of 2024X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter of 2024. The company expects revenue to come in within a range of $195 million - $205 million.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.20 (vs US$0.32 in 3Q 2023)Third quarter 2024 results: EPS: US$0.20 (down from US$0.32 in 3Q 2023). Revenue: US$206.4m (down 12% from 3Q 2023). Net income: US$26.0m (down 38% from 3Q 2023). Profit margin: 13% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Oct 14+ 5 more updatesX-FAB Silicon Foundries SE to Report Q1, 2025 Results on Apr 24, 2025X-FAB Silicon Foundries SE announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on Apr 24, 2025
Reported Earnings • Sep 09Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.15 (down from US$0.30 in 2Q 2023). Revenue: US$205.1m (down 9.7% from 2Q 2023). Net income: US$19.8m (down 49% from 2Q 2023). Profit margin: 9.7% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.15 (vs US$0.30 in 2Q 2023)Second quarter 2024 results: EPS: US$0.15 (down from US$0.30 in 2Q 2023). Revenue: US$205.1m (down 9.7% from 2Q 2023). Net income: US$19.8m (down 49% from 2Q 2023). Profit margin: 9.7% (down from 17% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Third Quarter and Full Year of 2024X-FAB Silicon Foundries SE provided earnings guidance for the third quarter and full year of 2024. For the quarter, revenue is expected to come in within a range of USD 205millioin to USD 215 million. The company adjusts the full-year revenue guidance from USD 900 million -970 million to USD 860 million -USD 880 million, mainly reflecting the overall delayed recovery of the SiC power.
お知らせ • Apr 26X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Reiterates Earnings Guidance for the Full Year 2024X-FAB Silicon Foundries SE provided earnings guidance for the second quarter and reiterated earnings guidance for the full year 2024. For the second quarter, the company expects revenue to come in within a range of USD 200 million - USD 210 million.For the full year, the company reiterated with revenue in a range of USD 900 million - USD 970 million.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.18 (vs US$0.33 in 1Q 2023)First quarter 2024 results: EPS: US$0.18 (down from US$0.33 in 1Q 2023). Revenue: US$216.2m (up 3.9% from 1Q 2023). Net income: US$23.1m (down 46% from 1Q 2023). Profit margin: 11% (down from 21% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: US$1.24 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$1.24 (up from US$0.40 in FY 2022). Revenue: US$906.8m (up 23% from FY 2022). Net income: US$161.9m (up 208% from FY 2022). Profit margin: 18% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €7.43, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Semiconductor industry in Germany. Negligible returns to shareholders over past three years.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$1.24 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$1.24 (up from US$0.40 in FY 2022). Revenue: US$906.8m (up 23% from FY 2022). Net income: US$161.9m (up 208% from FY 2022). Profit margin: 18% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2024X-FAB Silicon Foundries SE provided earnings guidance for the first quarter and full year 2024. For the first quarter, the company expects revenue to come in within a range of USD 215 million - USD 225 million.For the full year, the company expects revenues to come in at a range of USD 900 million - USD 970 million.
New Risk • Oct 31New 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 6.5% 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. This is currently the only risk that has been identified for the company.
お知らせ • Oct 28X-FAB Silicon Foundries SE Provides Earnings Guidance for the Fourth Quarter of 2023X-FAB Silicon Foundries SE provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to come in within a range of USD 230-245 million.
Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: US$0.32 (vs US$0.12 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.32 (up from US$0.12 loss in 3Q 2022). Revenue: US$233.8m (up 24% from 3Q 2022). Net income: US$41.7m (up US$56.7m from 3Q 2022). Profit margin: 18% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 11+ 5 more updatesX-FAB Silicon Foundries SE to Report Q3, 2024 Results on Oct 24, 2024X-FAB Silicon Foundries SE announced that they will report Q3, 2024 results at 5:40 PM, Central European Standard Time on Oct 24, 2024
お知らせ • Jul 28X-Fab Silicon Foundries Se Provides Earnings Guidance for the Third Quarter for 2023X-FAB Silicon Foundries SE provided earnings guidance for the third quarter for 2023. For the period, the company revenue is expected to come in within a range of USD 225 million - USD 240 million with an EBITDA margin in the range of 24-28%. This guidance is based on an average exchange rate of 1.10 USD/Euro.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.30 (vs US$0.053 in 2Q 2022)Second quarter 2023 results: EPS: US$0.30 (up from US$0.053 in 2Q 2022). Revenue: US$227.1m (up 20% from 2Q 2022). Net income: US$38.7m (up 461% from 2Q 2022). Profit margin: 17% (up from 3.7% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 222% over the past three years.
お知らせ • Jun 09X-FAB Silicon Foundries SE to Report Q3, 2023 Results on Oct 26, 2023X-FAB Silicon Foundries SE announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.15 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (up from US$0.15 in 1Q 2022). Revenue: US$208.1m (up 17% from 1Q 2022). Net income: US$42.7m (up 121% from 1Q 2022). Profit margin: 21% (up from 11% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$739.5m (up 12% from FY 2021). Net income: US$52.5m (down 37% from FY 2021). Profit margin: 7.1% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10X-Fab Silicon Foundries Se Provides Earnings Guidance for the Full Year 2023X-FAB Silicon Foundries SE provided earnings guidance for the full year 2023. For the year, the company expected revenues to come in at a range of USD 880 million to USD 960 million.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €6.32, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 51% over the past three years.
お知らせ • Oct 29X-FAB Silicon Foundries SE to Report Q1, 2023 Results on Apr 27, 2023X-FAB Silicon Foundries SE announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 27, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.12 loss per share (vs US$0.17 profit in 3Q 2021)Third quarter 2022 results: US$0.12 loss per share (down from US$0.17 profit in 3Q 2021). Revenue: US$188.3m (up 11% from 3Q 2021). Net loss: US$15.0m (down 169% from profit in 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30X-FAB Silicon Foundries SE to Report Q4, 2022 Results on Feb 09, 2023X-FAB Silicon Foundries SE announced that they will report Q4, 2022 results at 5:40 PM, Central European Standard Time on Feb 09, 2023
Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: US$0.053 (vs US$0.20 in 2Q 2021)Second quarter 2022 results: EPS: US$0.053 (down from US$0.20 in 2Q 2021). Revenue: US$188.8m (up 17% from 2Q 2021). Net income: US$6.92m (down 74% from 2Q 2021). Profit margin: 3.7% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.053 (vs US$0.20 in 2Q 2021)Second quarter 2022 results: EPS: US$0.053 (down from US$0.20 in 2Q 2021). Revenue: US$188.8m (up 17% from 2Q 2021). Net income: US$6.92m (down 74% from 2Q 2021). Profit margin: 3.7% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29X-FAB Silicon Foundries SE Provides Revenue Guidance for the Third Quarter and for the Full Year of 2022X-FAB Silicon Foundries SE provided revenue guidance for the third quarter and year of 2022. For the quarter, the company expected revenue to be in the range of USD 182 million - USD 192 million.For the year, management adjusts the full-year guidance to revenues in the range of USD 750 million - USD 790 million.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.15 (vs US$0.098 in 1Q 2021)First quarter 2022 results: EPS: US$0.15 (up from US$0.098 in 1Q 2021). Revenue: US$178.7m (up 15% from 1Q 2021). Net income: US$19.4m (up 52% from 1Q 2021). Profit margin: 11% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Full Year of 2022X-FAB Silicon Foundries SE provided earnings guidance for the second quarter of 2022. For the quarter, the company expects revenue is expected to be in the range of USD 180-190 million.For the year, the company reiterates its full-year guidance with revenues in the range of USD 750-815 million.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. 3 independent directors (6 non-independent directors). Non-Executive & Independent Director Chris Juliam was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 31X-FAB Silicon Foundries SE to Report Q2, 2022 Results on Jul 28, 2022X-FAB Silicon Foundries SE announced that they will report Q2, 2022 results at 5:40 PM, Central European Standard Time on Jul 28, 2022
お知らせ • Feb 12X-FAB Silicon Foundries SE, Annual General Meeting, Apr 28, 2022X-FAB Silicon Foundries SE, Annual General Meeting, Apr 28, 2022, at 14:00 Central European Standard Time.
お知らせ • Feb 11X-FAB Silicon Foundries SE Provides Earnings Guidance for the First Quarter and Full Year 2022X-FAB Silicon Foundries SE provides earnings guidance for the first quarter and full year 2022. For the first quarter, the company expects revenue in the range of USD 175 million – USD 185 million.For the full year, the company expects revenues in the range of USD 750 million - USD 815 million.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$0.64 (up from US$0.10 in FY 2020). Revenue: US$657.8m (up 38% from FY 2020). Net income: US$83.6m (up US$70.1m from FY 2020). Profit margin: 13% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €8.03, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Semiconductor industry in Germany. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.17 (vs US$0.099 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$169.1m (up 76% from 3Q 2020). Net income: US$21.8m (up US$34.7m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS US$0.20 (vs US$0.045 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$161.0m (up 36% from 2Q 2020). Net income: US$26.7m (up US$32.6m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$9.23, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 33x in the Semiconductor industry in Germany. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.14 per share.
Director Overboarding • Aug 04Director Hasmawati Binti Sapawi has joined 5th company boardHasmawati Binti Sapawi has been appointed to the board of Bintulu Port Holdings Berhad (KLSE:BIPORT). Binti Sapawi now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.20 (vs US$0.045 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$161.0m (up 36% from 2Q 2020). Net income: US$26.7m (up US$32.6m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.098 (vs US$0.051 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$155.4m (up 23% from 1Q 2020). Net income: US$12.8m (up US$19.5m from 1Q 2020). Profit margin: 8.2% (up from net loss in 1Q 2020). 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 • Apr 29X-FAB Silicon Foundries SE Provides Earnings Guidance for the Second Quarter and Full Year 2021X-FAB Silicon Foundries SE provides earnings guidance for the second quarter and full year 2021. For the second quarter, the company expects revenue in the range of USD 154 million to USD 160 million. For the full year, the company raised revenues in the range of USD 610 million to USD 630 million.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS US$0.10 (vs US$0.37 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$477.6m (down 5.7% from FY 2019). Net income: US$13.5m (up US$62.1m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 13Full year 2020 earnings released: EPS US$0.10 (vs US$0.37 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$477.6m (down 5.7% from FY 2019). Net income: US$13.5m (up US$62.1m from FY 2019). Profit margin: 2.8% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Is New 90 Day High Low • Jan 04New 90-day high: €4.88The company is up 53% from its price of €3.18 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.53 per share.
Is New 90 Day High Low • Dec 16New 90-day high: €4.75The company is up 62% from its price of €2.94 on 17 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 Semiconductor industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.
Is New 90 Day High Low • Nov 25New 90-day high: €4.24The company is up 38% from its price of €3.07 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.68 per share.
Is New 90 Day High Low • Nov 03New 90-day high: €3.41The company is up 11% from its price of €3.08 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor 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 €11.42 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$47.5m, with losses widening by 51% from the prior year. Total revenue was US$455.1m over the last 12 months, down 14% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 1.5% at US$96.1m. Revenue is forecast to grow 15% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.
お知らせ • Oct 14+ 3 more updatesX-FAB Silicon Foundries SE to Report Q1, 2021 Results on Apr 29, 2021X-FAB Silicon Foundries SE announced that they will report Q1, 2021 results at 7:00 AM, Central European Standard Time on Apr 29, 2021
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of US$42.7m, with losses widening by 283% from the prior year. Total revenue was US$489.5m over the last 12 months, down 11% from the prior year.
Is New 90 Day High Low • Sep 26New 90-day low: €2.71The company is down 9.0% from its price of €2.99 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.01 per share.