View Future Growth74Software 過去の業績過去 基準チェック /2674Softwareは、平均年間34%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間9.7% 19.2%収益成長率で 成長しています。 74Softwareの自己資本利益率は7.4%であり、純利益率は5.8%です。主要情報33.96%収益成長率29.45%EPS成長率Software 業界の成長14.88%収益成長率19.16%株主資本利益率7.36%ネット・マージン5.76%次回の業績アップデート23 Jul 2026最近の業績更新お知らせ • Oct 22+ 1 more update74Software to Report First Half, 2026 Results on Jul 23, 202674Software announced that they will report first half, 2026 results on Jul 23, 2026お知らせ • Nov 22+ 1 more updateAxway Software SA to Report First Half, 2025 Results on Jul 24, 2025Axway Software SA announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Oct 24Axway Software SA to Report Fiscal Year 2024 Results on Feb 26, 2025Axway Software SA announced that they will report fiscal year 2024 results After-Market on Feb 26, 2025Reported Earnings • Jul 22First half 2024 earnings released: EPS: €0.13 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.13 (down from €0.17 in 1H 2023). Revenue: €148.6m (up 2.2% from 1H 2023). Net income: €2.80m (down 24% from 1H 2023). Profit margin: 1.9% (down from 2.5% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €1.71 (vs €1.85 loss in FY 2022)Full year 2023 results: EPS: €1.71 (up from €1.85 loss in FY 2022). Revenue: €319.0m (up 1.6% from FY 2022). Net income: €35.8m (up €75.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Oct 20+ 3 more updatesAxway Software SA to Report Fiscal Year 2023 Results on Feb 21, 2024Axway Software SA announced that they will report fiscal year 2023 results After-Market on Feb 21, 2024すべての更新を表示Recent updatesお知らせ • Apr 1274Software, Annual General Meeting, May 19, 202674Software, Annual General Meeting, May 19, 2026. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris Franceお知らせ • Oct 3074Software Raises Earnings Guidance for the Full Year 202574Software raised earnings guidance for the full year 2025. For the year, the Group now expects full-year organic revenue growth to reach around 4%, at the upper end of its initial guidance range. Margin on operating activities guidance remains unchanged between 14% and 16% of revenue.お知らせ • Oct 22+ 1 more update74Software to Report First Half, 2026 Results on Jul 23, 202674Software announced that they will report first half, 2026 results on Jul 23, 2026お知らせ • Apr 2474Software Provides Earnings Guidance for 202574Software provided earnings guidance for 2025. The full-year guidance is confirmed, with targeted revenue growth between 2% and 4%, reaching around €700 million, and an operating margin between 14% and 16%.お知らせ • Apr 1274Software, Annual General Meeting, May 20, 202574Software, Annual General Meeting, May 20, 2025. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris Franceお知らせ • Feb 2774Software Provides Revenue Guidance for the Full Year 202574Software provided revenue guidance for the full year 2025. As part of the 2024 capital raise, the Group had already provided its 2025 guidance, aiming for revenue growth between 2% and 4%. 74Software targets around €700 million in revenue and a margin from operating activities of between 14% (€100 million) and 16%.お知らせ • Nov 22+ 1 more updateAxway Software SA to Report First Half, 2025 Results on Jul 24, 2025Axway Software SA announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Oct 24Axway Software SA to Report Fiscal Year 2024 Results on Feb 26, 2025Axway Software SA announced that they will report fiscal year 2024 results After-Market on Feb 26, 2025お知らせ • Sep 03+ 2 more updatesAxway Provides Group Earnings Guidance for 2024. 2025, 2027 and 2028Axway provided earnings guidance for 2024. 2025, 2027 and 2028. The consolidation of Sopra Banking Software is effective immediately and Axway will therefore integrate the acquired activities for the last 4 months of the 2024 financial year. On this basis, the Group is targeting 2024 revenue of around €460 million and an operating margin of between 13% and 17%. By 2025, pursuing its development at an annual organic growth rate of between 2% and 4%, Axway targets revenue of around €700m and a margin on operating activities of between 14% (around €100m) and 16% which will reflect the full materialization of cost optimizations, of the order of €15 million, expected on a full-year 2025 basis. By 2027, Axway ambitions to achieve revenue above €750 million and a margin on operating activities of more than 17%. By 2028, the Group is aiming for a margin on operating activities at around 20% of revenue.New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 38% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Aug 23Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million.Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million. Security Name: Shares Security Type: Common Stock Securities Offered: 8,112,597 Price\Range: €16.1 Transaction Features: Rights OfferingValuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €21.30, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 12% over the past three years.Reported Earnings • Jul 22First half 2024 earnings released: EPS: €0.13 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.13 (down from €0.17 in 1H 2023). Revenue: €148.6m (up 2.2% from 1H 2023). Net income: €2.80m (down 24% from 1H 2023). Profit margin: 1.9% (down from 2.5% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 05Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million.Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million on June 30, 2024. Concurrently, Sopra GMT signed an agreement to acquire 16.7% stake in Axway Software SA from Sopra Steria Group. Axway has secured the financing of this acquisition through the combination of new debt facilities confirmed by Groupe Crédit Agricole and Société Générale, and a share capital increase with preferential subscription rights of around €130 million. The transactions is subject to obtaining the necessary regulatory approvals and is expected to close by the end of third quarter 2024. The board of directors of Axway has approved the transactions.Crédit Agricole Corporate and Investment Bank acted as financial advisor to Axway. Société Générale Société anonyme (ENXTPA:GLE) acted as financial advisor to Sopra Steria Group. FINEXSI, SA, Financial Advisory Arm acted as an independent expert to Sopra Steria Group.お知らせ • Apr 26Axway Software SA Provides Earning Guidance for 2024Axway Software SA provided earning guidance for 2024. For the full year, Axway anticipates organic growth of between 1% and 3%, and a profit on operating activity of around 20% of revenue.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €1.71 (vs €1.85 loss in FY 2022)Full year 2023 results: EPS: €1.71 (up from €1.85 loss in FY 2022). Revenue: €319.0m (up 1.6% from FY 2022). Net income: €35.8m (up €75.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.New Risk • Feb 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.お知らせ • Jan 25Axway Software SA Provides Earnings Guidance for the Year Ended December 31, 2023 and Fiscal Year 2024Axway Software SA provided earnings guidance for the year ended December 31, 2023 and fiscal year 2024. Consequently, Axway now expects for 2023: Organic revenue growth above 5%, compared with 0 to 3% previously. Operating profit from business activity representing above 19% of revenue, compared with 15 to 18% previously.For 2024, the company forecasts organic growth of between 1 and 3%, and profitability of around 20% of revenue.お知らせ • Oct 27+ 1 more updateAxway Software Sa Provides Earning Guidance for 2023Axway Software SA provided earning guidance for 2023. For the full year, Axway expects to achieve the upper end of its targets for both organic revenue growth (between 0 and 3%) and profit on operating activities (15 to 18% of revenue).お知らせ • Oct 20+ 3 more updatesAxway Software SA to Report Fiscal Year 2023 Results on Feb 21, 2024Axway Software SA announced that they will report fiscal year 2023 results After-Market on Feb 21, 2024Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.17 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.17 (up from €0.11 in 1H 2022). Revenue: €145.5m (up 6.6% from 1H 2022). Net income: €3.70m (up 53% from 1H 2022). Profit margin: 2.5% (up from 1.8% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Software industry in Germany.Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 1.8% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. The company is not currently making a profit and its cash payout ratio is 80%. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Reported Earnings • Mar 27Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.0m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany.Reported Earnings • Feb 23Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.1m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.00, the stock trades at a trailing P/E ratio of 45.2x. Average forward P/E is 23x in the Software industry in Germany. Total returns to shareholders of 23% over the past year.お知らせ • Jan 27Axway Software SA Revises Earnings Guidance for the Year 2022Axway Software SA revised earnings guidance for the Year 2022. Organic revenue growth of between 4.5 and 5.5%, compared to 1 to 3% previously; - Operating profit from business activity representing between 14 to 15% of revenue, compared with 12 to 14% previously, current unaudited estimates indicate that the previously communicated targets for 2022 should be exceeded.お知らせ • Nov 10Axway Software SA to Report First Half, 2023 Results on Jul 26, 2023Axway Software SA announced that they will report first half, 2023 results on Jul 26, 2023お知らせ • Oct 21Axway Software SA to Report Fiscal Year 2022 Results on Feb 22, 2023Axway Software SA announced that they will report fiscal year 2022 results at 5:40 PM, Central European Standard Time on Feb 22, 2023Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €1.78m from profit in 1H 2021). Profit margin: (down from 1.3% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.5%, compared to a 7.9% growth forecast for the industry in Germany.Upcoming Dividend • May 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 08 June 2022. Payout ratio and cash payout ratio are on the higher end at 90% and 85% respectively. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.40 in FY 2020). Revenue: €285.6m (down 3.9% from FY 2020). Net income: €9.60m (up 13% from FY 2020). Profit margin: 3.4% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Software industry in Germany. Total loss to shareholders of 17% over the past year.Reported Earnings • Sep 08First half 2021 earnings released: EPS €0.083 (vs €0.28 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.78m (up €7.79m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses.Reported Earnings • Jul 29First half 2021 earnings released: EPS €0.08 (vs €0.28 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.80m (up €7.81m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses.収支内訳74Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:1XV 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 257074138030 Sep 256824237030 Jun 256574236031 Mar 255604129031 Dec 244624123030 Sep 243923820030 Jun 243223517031 Mar 243213517031 Dec 233193616030 Sep 23321-117030 Jun 23323-3917031 Mar 23319-3917031 Dec 22314-4018030 Sep 22299-1522030 Jun 22284109031 Mar 22285109031 Dec 212861018030 Sep 21292139030 Jun 21299169031 Mar 21298129031 Dec 2029789030 Sep 2029878030 Jun 2029857031 Mar 2029957031 Dec 1930057030 Sep 19294312030 Jun 19287117031 Mar 19286616031 Dec 182841115030 Sep 18288819030 Jun 18292622031 Mar 18296519031 Dec 17300416030 Sep 173001416030 Jun 172992315031 Mar 173002715031 Dec 163013115030 Sep 162983414030 Jun 162943714031 Mar 162893214031 Dec 152852814030 Sep 152832713030 Jun 1528226130質の高い収益: 1XVは 高品質の収益 を持っています。利益率の向上: 1XVの現在の純利益率 (5.8%)は、昨年(8.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1XVの収益は過去 5 年間で年間34%増加しました。成長の加速: 1XVの過去 1 年間の収益成長率 ( 0.3% ) は、5 年間の平均 ( 年間34%を下回っています。収益対業界: 1XVの過去 1 年間の収益成長率 ( 0.3% ) Software業界17.1%を上回りませんでした。株主資本利益率高いROE: 1XVの 自己資本利益率 ( 7.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 09:48終値2026/06/16 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋74Software 7 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。7 アナリスト機関Wolfgang SpechtBerenbergDerric MarconBernsteinAlexandre PlaudCIC Market Solutions (ESN)4 その他のアナリストを表示
お知らせ • Oct 22+ 1 more update74Software to Report First Half, 2026 Results on Jul 23, 202674Software announced that they will report first half, 2026 results on Jul 23, 2026
お知らせ • Nov 22+ 1 more updateAxway Software SA to Report First Half, 2025 Results on Jul 24, 2025Axway Software SA announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Oct 24Axway Software SA to Report Fiscal Year 2024 Results on Feb 26, 2025Axway Software SA announced that they will report fiscal year 2024 results After-Market on Feb 26, 2025
Reported Earnings • Jul 22First half 2024 earnings released: EPS: €0.13 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.13 (down from €0.17 in 1H 2023). Revenue: €148.6m (up 2.2% from 1H 2023). Net income: €2.80m (down 24% from 1H 2023). Profit margin: 1.9% (down from 2.5% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €1.71 (vs €1.85 loss in FY 2022)Full year 2023 results: EPS: €1.71 (up from €1.85 loss in FY 2022). Revenue: €319.0m (up 1.6% from FY 2022). Net income: €35.8m (up €75.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 20+ 3 more updatesAxway Software SA to Report Fiscal Year 2023 Results on Feb 21, 2024Axway Software SA announced that they will report fiscal year 2023 results After-Market on Feb 21, 2024
お知らせ • Apr 1274Software, Annual General Meeting, May 19, 202674Software, Annual General Meeting, May 19, 2026. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris France
お知らせ • Oct 3074Software Raises Earnings Guidance for the Full Year 202574Software raised earnings guidance for the full year 2025. For the year, the Group now expects full-year organic revenue growth to reach around 4%, at the upper end of its initial guidance range. Margin on operating activities guidance remains unchanged between 14% and 16% of revenue.
お知らせ • Oct 22+ 1 more update74Software to Report First Half, 2026 Results on Jul 23, 202674Software announced that they will report first half, 2026 results on Jul 23, 2026
お知らせ • Apr 2474Software Provides Earnings Guidance for 202574Software provided earnings guidance for 2025. The full-year guidance is confirmed, with targeted revenue growth between 2% and 4%, reaching around €700 million, and an operating margin between 14% and 16%.
お知らせ • Apr 1274Software, Annual General Meeting, May 20, 202574Software, Annual General Meeting, May 20, 2025. Location: pavillon dauphine, place du marechal de lattre de tassigny, paris France
お知らせ • Feb 2774Software Provides Revenue Guidance for the Full Year 202574Software provided revenue guidance for the full year 2025. As part of the 2024 capital raise, the Group had already provided its 2025 guidance, aiming for revenue growth between 2% and 4%. 74Software targets around €700 million in revenue and a margin from operating activities of between 14% (€100 million) and 16%.
お知らせ • Nov 22+ 1 more updateAxway Software SA to Report First Half, 2025 Results on Jul 24, 2025Axway Software SA announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Oct 24Axway Software SA to Report Fiscal Year 2024 Results on Feb 26, 2025Axway Software SA announced that they will report fiscal year 2024 results After-Market on Feb 26, 2025
お知らせ • Sep 03+ 2 more updatesAxway Provides Group Earnings Guidance for 2024. 2025, 2027 and 2028Axway provided earnings guidance for 2024. 2025, 2027 and 2028. The consolidation of Sopra Banking Software is effective immediately and Axway will therefore integrate the acquired activities for the last 4 months of the 2024 financial year. On this basis, the Group is targeting 2024 revenue of around €460 million and an operating margin of between 13% and 17%. By 2025, pursuing its development at an annual organic growth rate of between 2% and 4%, Axway targets revenue of around €700m and a margin on operating activities of between 14% (around €100m) and 16% which will reflect the full materialization of cost optimizations, of the order of €15 million, expected on a full-year 2025 basis. By 2027, Axway ambitions to achieve revenue above €750 million and a margin on operating activities of more than 17%. By 2028, the Group is aiming for a margin on operating activities at around 20% of revenue.
New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 38% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Aug 23Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million.Axway Software SA has completed a Follow-on Equity Offering in the amount of €130.612812 million. Security Name: Shares Security Type: Common Stock Securities Offered: 8,112,597 Price\Range: €16.1 Transaction Features: Rights Offering
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €21.30, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 12% over the past three years.
Reported Earnings • Jul 22First half 2024 earnings released: EPS: €0.13 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.13 (down from €0.17 in 1H 2023). Revenue: €148.6m (up 2.2% from 1H 2023). Net income: €2.80m (down 24% from 1H 2023). Profit margin: 1.9% (down from 2.5% in 1H 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 05Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million.Axway Software SA (ENXTPA:AXW) signed an agreement to acquire Activities of Sopra Banking Software SA for an enterprise value of €330 million on June 30, 2024. Concurrently, Sopra GMT signed an agreement to acquire 16.7% stake in Axway Software SA from Sopra Steria Group. Axway has secured the financing of this acquisition through the combination of new debt facilities confirmed by Groupe Crédit Agricole and Société Générale, and a share capital increase with preferential subscription rights of around €130 million. The transactions is subject to obtaining the necessary regulatory approvals and is expected to close by the end of third quarter 2024. The board of directors of Axway has approved the transactions.Crédit Agricole Corporate and Investment Bank acted as financial advisor to Axway. Société Générale Société anonyme (ENXTPA:GLE) acted as financial advisor to Sopra Steria Group. FINEXSI, SA, Financial Advisory Arm acted as an independent expert to Sopra Steria Group.
お知らせ • Apr 26Axway Software SA Provides Earning Guidance for 2024Axway Software SA provided earning guidance for 2024. For the full year, Axway anticipates organic growth of between 1% and 3%, and a profit on operating activity of around 20% of revenue.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €1.71 (vs €1.85 loss in FY 2022)Full year 2023 results: EPS: €1.71 (up from €1.85 loss in FY 2022). Revenue: €319.0m (up 1.6% from FY 2022). Net income: €35.8m (up €75.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • Feb 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
お知らせ • Jan 25Axway Software SA Provides Earnings Guidance for the Year Ended December 31, 2023 and Fiscal Year 2024Axway Software SA provided earnings guidance for the year ended December 31, 2023 and fiscal year 2024. Consequently, Axway now expects for 2023: Organic revenue growth above 5%, compared with 0 to 3% previously. Operating profit from business activity representing above 19% of revenue, compared with 15 to 18% previously.For 2024, the company forecasts organic growth of between 1 and 3%, and profitability of around 20% of revenue.
お知らせ • Oct 27+ 1 more updateAxway Software Sa Provides Earning Guidance for 2023Axway Software SA provided earning guidance for 2023. For the full year, Axway expects to achieve the upper end of its targets for both organic revenue growth (between 0 and 3%) and profit on operating activities (15 to 18% of revenue).
お知らせ • Oct 20+ 3 more updatesAxway Software SA to Report Fiscal Year 2023 Results on Feb 21, 2024Axway Software SA announced that they will report fiscal year 2023 results After-Market on Feb 21, 2024
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.17 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.17 (up from €0.11 in 1H 2022). Revenue: €145.5m (up 6.6% from 1H 2022). Net income: €3.70m (up 53% from 1H 2022). Profit margin: 2.5% (up from 1.8% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Software industry in Germany.
Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 1.8% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. The company is not currently making a profit and its cash payout ratio is 80%. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Mar 27Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.0m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany.
Reported Earnings • Feb 23Full year 2022 earnings released: €1.85 loss per share (vs €0.45 profit in FY 2021)Full year 2022 results: €1.85 loss per share (down from €0.45 profit in FY 2021). Revenue: €314.1m (up 10.0% from FY 2021). Net loss: €40.0m (down €49.6m from profit in FY 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.00, the stock trades at a trailing P/E ratio of 45.2x. Average forward P/E is 23x in the Software industry in Germany. Total returns to shareholders of 23% over the past year.
お知らせ • Jan 27Axway Software SA Revises Earnings Guidance for the Year 2022Axway Software SA revised earnings guidance for the Year 2022. Organic revenue growth of between 4.5 and 5.5%, compared to 1 to 3% previously; - Operating profit from business activity representing between 14 to 15% of revenue, compared with 12 to 14% previously, current unaudited estimates indicate that the previously communicated targets for 2022 should be exceeded.
お知らせ • Nov 10Axway Software SA to Report First Half, 2023 Results on Jul 26, 2023Axway Software SA announced that they will report first half, 2023 results on Jul 26, 2023
お知らせ • Oct 21Axway Software SA to Report Fiscal Year 2022 Results on Feb 22, 2023Axway Software SA announced that they will report fiscal year 2022 results at 5:40 PM, Central European Standard Time on Feb 22, 2023
Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €1.78m from profit in 1H 2021). Profit margin: (down from 1.3% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.5%, compared to a 7.9% growth forecast for the industry in Germany.
Upcoming Dividend • May 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 06 June 2022. Payment date: 08 June 2022. Payout ratio and cash payout ratio are on the higher end at 90% and 85% respectively. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.45 (up from €0.40 in FY 2020). Revenue: €285.6m (down 3.9% from FY 2020). Net income: €9.60m (up 13% from FY 2020). Profit margin: 3.4% (up from 2.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 15% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Software industry in Germany. Total loss to shareholders of 17% over the past year.
Reported Earnings • Sep 08First half 2021 earnings released: EPS €0.083 (vs €0.28 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.78m (up €7.79m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses.
Reported Earnings • Jul 29First half 2021 earnings released: EPS €0.08 (vs €0.28 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €138.4m (up 1.3% from 1H 2020). Net income: €1.80m (up €7.81m from 1H 2020). Profit margin: 1.3% (up from net loss in 1H 2020). The move to profitability was primarily driven by lower expenses.