View Past PerformanceEnghouse Systems バランスシートの健全性財務の健全性 基準チェック /66Enghouse Systemsの総株主資本はCA$596.5M 、総負債はCA$0.0で、負債比率は0%となります。総資産と総負債はそれぞれCA$832.5MとCA$236.0Mです。 Enghouse Systemsの EBIT はCA$89.1Mで、利息カバレッジ比率-14です。現金および短期投資はCA$269.7Mです。主要情報0%負債資本比率CA$0負債インタレスト・カバレッジ・レシオ-14x現金CA$269.73mエクイティCA$596.51m負債合計CA$235.98m総資産CA$832.50m財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Jun 12Dividend of CA$0.31 announcedShareholders will receive a dividend of CA$0.31. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 8.8%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.1% to bring the payout ratio under control. EPS is expected to grow by 15% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jun 10Second quarter 2026 earnings released: EPS: CA$0.30 (vs CA$0.24 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.30 (up from CA$0.24 in 2Q 2025). Revenue: CA$114.3m (down 8.4% from 2Q 2025). Net income: CA$16.3m (up 21% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 10Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 28, 2026Enghouse Systems Limited approved an eligible quarterly dividend of $0.31 per common share, payable on August 28, 2026, to shareholders of record at the close of business on August 14, 2026.お知らせ • Jun 03Enghouse Systems Limited to Report Q2, 2026 Results on Jun 09, 2026Enghouse Systems Limited announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 09, 2026お知らせ • Mar 06Enghouse Systems Limited to Report Q1, 2026 Results on Mar 12, 2026Enghouse Systems Limited announced that they will report Q1, 2026 results After-Market on Mar 12, 2026お知らせ • Jan 07Enghouse Systems Limited, Annual General Meeting, Mar 12, 2026Enghouse Systems Limited, Annual General Meeting, Mar 12, 2026.お知らせ • Dec 17Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 27, 2026The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.30 per common share payable on February 27, 2026 to shareholders of record at the close of business on February 13, 2026.お知らせ • Dec 09Enghouse Systems Limited to Report Q4, 2025 Results on Dec 15, 2025Enghouse Systems Limited announced that they will report Q4, 2025 results After-Market on Dec 15, 2025お知らせ • Aug 29Enghouse Systems Limited to Report Q3, 2025 Results on Sep 04, 2025Enghouse Systems Limited announced that they will report Q3, 2025 results After-Market on Sep 04, 2025お知らせ • Jun 06Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 29, 2025The Board of Directors of Enghouse Systems Limited approved an eligible quarterly dividend of $0.30 per common share, payable on August 29, 2025, to shareholders of record at the close of business on August 15, 2025.お知らせ • May 30Enghouse Systems Limited to Report Q2, 2025 Results on Jun 05, 2025Enghouse Systems Limited announced that they will report Q2, 2025 results After-Market on Jun 05, 2025お知らせ • Apr 14Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Trafi Ltd. on April 14, 2025.Enghouse Systems Limited (TSX:ENGH) acquired Trafi Ltd. on April 14, 2025. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Trafi Ltd. on April 14, 2025.お知らせ • Mar 11Enghouse Systems Limited Declares Quarterly Dividend, Payable on May 30, 2025The Board of Directors of Enghouse Systems Limited approved an increase of 15.4% in the Company's eligible quarterly dividend to $0.30 per common share, payable on May 30, 2025, to shareholders of record at the close of business on May 16, 2025.お知らせ • Mar 06Enghouse Systems Limited (TSX:ENGH) acquired Margento R&D d.o.o.Enghouse Systems Limited (TSX:ENGH) acquired Margento R&D d.o.o. on March 4, 2025. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Margento R&D d.o.o. on March 4, 2025.お知らせ • Mar 04Enghouse Systems Limited to Report Q1, 2025 Results on Mar 10, 2025Enghouse Systems Limited announced that they will report Q1, 2025 results After-Market on Mar 10, 2025お知らせ • Jan 07Enghouse Systems Limited, Annual General Meeting, Mar 10, 2025Enghouse Systems Limited, Annual General Meeting, Mar 10, 2025.お知らせ • Dec 13Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 28, 2025The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.26 per common share payable on February 28, 2025 to shareholders of record at the close of business on February 14, 2025.お知らせ • Dec 06Enghouse Systems Limited to Report Q4, 2024 Results on Dec 12, 2024Enghouse Systems Limited announced that they will report Q4, 2024 results After-Market on Dec 12, 2024Upcoming Dividend • Nov 08Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 15 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.0%).お知らせ • Oct 04Enghouse Systems Limited Announces Executive ChangesEnghouse Systems Limited announced that Vince Mifsud, President, has tendered his resignation from the Company to pursue another opportunity. His departure will be effective December 2024, upon completion of the 2024 Enghouse fiscal year. Mr. Mifsud will transition his responsibilities to Steve Sadler, Chairman and CEO of Enghouse prior to his departure.Declared Dividend • Sep 16Third quarter dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 06Third quarter 2024 earnings released: EPS: CA$0.37 (vs CA$0.32 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.37 (up from CA$0.32 in 3Q 2023). Revenue: CA$130.5m (up 18% from 3Q 2023). Net income: CA$20.6m (up 17% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 30Enghouse Systems Limited to Report Q3, 2024 Results on Sep 05, 2024Enghouse Systems Limited announced that they will report Q3, 2024 results After-Market on Sep 05, 2024Upcoming Dividend • Aug 09Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.1%).Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 13Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 30, 2024Enghouse Systems Limited announced that the Board of Directors approved the Company's eligible quarterly dividend of $0.26 per common share payable on August 30, 2024 to shareholders of record at the close of business on August 16, 2024.Reported Earnings • Jun 11Second quarter 2024 earnings released: EPS: CA$0.36 (vs CA$0.23 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.36 (up from CA$0.23 in 2Q 2023). Revenue: CA$125.8m (up 11% from 2Q 2023). Net income: CA$20.0m (up 59% from 2Q 2023). Profit margin: 16% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 05Enghouse Systems Limited to Report Q2, 2024 Results on Jun 10, 2024Enghouse Systems Limited announced that they will report Q2, 2024 results After-Market on Jun 10, 2024お知らせ • May 11Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC).Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 23, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million.Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) on May 9, 2024.Upcoming Dividend • May 10Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).お知らせ • Apr 26Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million.Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 24, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million. Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.Declared Dividend • Mar 18First quarter dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14First quarter 2024 earnings released: EPS: CA$0.33 (vs CA$0.31 in 1Q 2023)First quarter 2024 results: EPS: CA$0.33 (up from CA$0.31 in 1Q 2023). Revenue: CA$120.5m (up 13% from 1Q 2023). Net income: CA$18.1m (up 6.5% from 1Q 2023). Profit margin: 15% (down from 16% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 14Enghouse Systems Limited Approves Increase in Quarterly Dividend, Payable on May 31, 2024Enghouse Systems Limited Board of Directors approved an increase in the Company's eligible quarterly dividend to $0.26 per common share, an increase of 18.2% over the prior dividend, payable on May 31, 2024 to shareholders of record at the close of business on May 17, 2024.お知らせ • Mar 09Enghouse Systems Limited to Report Q1, 2024 Results on Mar 13, 2024Enghouse Systems Limited announced that they will report Q1, 2024 results After-Market on Mar 13, 2024お知らせ • Feb 10Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. completed the acquisition of MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc.Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. entered into a definitive agreement to acquire MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc. for $15.5 million on January 2, 2024. As consideration for the Mediasite Asset Sale, the Buyer has agreed to pay the Sellers $14.5 million in cash at closing, subject to adjustment as set forth in the Purchase Agreement, and pay the Sellers a holdback amount of $1.0 million on the one year anniversary of closing to the extent such amount is not reduced by purchase price adjustments or indemnity or other claims under the Purchase Agreement. If the Sellers or the Buyer terminate the Purchase Agreement under specified circumstances, the Sellers will be obligated to pay the Buyer a termination fee of $450,000. The Purchase Agreement also provides that if the Buyer terminates the Purchase Agreement due to the Company's failure to obtain the required approval of its stockholders, the Company will be obligated to pay the Buyer a termination fee of $100,000. As of December 31, 2023 from Sonic Foundry, Inc reported revenue of $22.1 million, adjusted EBITA loss of $10.3 million and total net loss of $19.3 million. Closing of the transaction is subject to approval by Sonic Foundry shareholders and certain customary closing conditions. Sonic Foundry's board of directors has approved the transaction. The transaction is expected to be completed during the first quarter of 2024. Benjamin G. Lombard of Reinhart Boerner Van Deuren s.c. acted as legal advisor to Sonic Foundry, Inc. Ian M. Hazlett acted as legal advisor to Enghouse Systems Limited. Ian M. Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Enghouse Systems Limited. Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. completed the acquisition of MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc. on February 9, 2024.Upcoming Dividend • Feb 07Upcoming dividend of CA$0.22 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (1.2%).Recent Insider Transactions • Jan 31Chairman & CEO recently sold €382k worth of stockOn the 23rd of January, Stephen Sadler sold around 15k shares on-market at roughly €25.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €749k. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.4m.Recent Insider Transactions • Jan 23Chairman & CEO recently sold €749k worth of stockOn the 18th of January, Stephen Sadler sold around 30k shares on-market at roughly €24.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.8m.Recent Insider Transactions • Jan 19Chairman & CEO recently sold €288k worth of stockOn the 12th of January, Stephen Sadler sold around 12k shares on-market at roughly €24.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.0m.お知らせ • Jan 06Enghouse Systems Limited, Annual General Meeting, Mar 13, 2024Enghouse Systems Limited, Annual General Meeting, Mar 13, 2024.お知らせ • Jan 05Enghouse Systems Limited (TSX:ENGH) entered into a definitive agreement to acquire Mediasite business from Sonic Foundry, Inc. (OTCPK:SOFO) for $15.5 million.Enghouse Systems Limited (TSX:ENGH) entered into a definitive agreement to acquire Mediasite business from Sonic Foundry, Inc. (OTCPK:SOFO) for $15.5 million on January 2, 2024. As of December 31, 2023 from Sonic Foundry, Inc reported revenue of $22.1 million, adjusted EBITA loss of $10.3 million and total net loss of $19.3 million. Closing of the transaction is subject to approval by Sonic Foundry shareholders and certain customary closing conditions. The transaction is expected to be completed during the first quarter of 2024.Buying Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be €28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 16% in the next year.Reported Earnings • Dec 15Full year 2023 earnings released: EPS: CA$1.31 (vs CA$1.70 in FY 2022)Full year 2023 results: EPS: CA$1.31 (down from CA$1.70 in FY 2022). Revenue: CA$454.0m (up 6.2% from FY 2022). Net income: CA$72.2m (down 24% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 15Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 29, 2024The Board of Directors Enghouse Systems Limited approved eligible quarterly dividend of $0.22 per common share, payable on February 29, 2024 to shareholders of record at the close of business on February 15, 2024.お知らせ • Dec 08Enghouse Systems Limited to Report Q4, 2023 Results on Dec 14, 2023Enghouse Systems Limited announced that they will report Q4, 2023 results After-Market on Dec 14, 2023Upcoming Dividend • Nov 08Upcoming dividend of CA$0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 15 November 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.8%).お知らせ • Sep 09Enghouse Systems Limited Announces the Appointment of Vivian Leung to Its Board of DirectorsEnghouse Systems Limited announced the appointment of Vivian Leung to its board of directors, effective September 7, 2023. Ms. Leung has over 20 years of experience as a corporate lawyer in the technology sector, most recently as General Counsel, Magnet Forensics; General Counsel, BlueCat Networks and Assistant General Counsel, Open Text. She has served on the boards of the Chartered Professionals in Human Resources (CPHR) and the Jane Goodall Institute of Canada, along with other not for profit organizations.お知らせ • Sep 08Enghouse Systems Limited Approves the Quarterly Dividend, Payable on November 30, 2023The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.22 per common share, payable on November 30, 2023 to shareholders of record at the close of business on November 16, 2023.Reported Earnings • Sep 08Third quarter 2023 earnings released: EPS: CA$0.32 (vs CA$0.33 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.32 (down from CA$0.33 in 3Q 2022). Revenue: CA$111.0m (up 8.7% from 3Q 2022). Net income: CA$17.6m (down 2.8% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 01Enghouse Systems Limited to Report Q3, 2023 Results on Sep 07, 2023Enghouse Systems Limited announced that they will report Q3, 2023 results After-Market on Sep 07, 2023Upcoming Dividend • Aug 09Upcoming dividend of CA$0.22 per share at 3.1% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).お知らせ • Aug 03Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially All Assets of LifeSize Communications Inc for $20.7 million.Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc. on May 17, 2023. The agreement remains subject to higher or better offers in accordance with bid procedures and deadlines, as well as court approval. Employees will continue to be paid as usual and continue their primary benefits without disruption. Pachulski Stang Ziehl & Jones acted as legla advisor, FTI Consulting acted as chief restructuring advisor and financial advisor and Piper Sandler & Co. acted as exclusive investment banker and financial advisor. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially All Assets of LifeSize Communications Inc. for $20.7 million on August 1, 2023. The previously announced transaction was approved under a U.S. Bankruptcy Court process for a purchase price of approximately $20.7 million, subject to adjustments.Buying Opportunity • Jul 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €26.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in a year. Earnings is forecast to decline by 8.1% in the next year.Buying Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €27.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in a year. Earnings is forecast to decline by 5.1% in the next year.Reported Earnings • Jun 13Second quarter 2023 earnings released: EPS: CA$0.23 (vs CA$0.32 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.23 (down from CA$0.32 in 2Q 2022). Revenue: CA$113.5m (up 6.7% from 2Q 2022). Net income: CA$12.5m (down 30% from 2Q 2022). Profit margin: 11% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 13Enghouse Systems Limited Declares Quarterly Dividend, Payable on August 31, 2023The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.22 per common share, payable on August 31, 2023 to shareholders of record at the close of business on August 17, 2023.お知らせ • Jun 06Enghouse Systems Limited to Report Q2, 2023 Results on Jun 12, 2023Enghouse Systems Limited announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jun 12, 2023お知らせ • May 18Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc.Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc. on May 17, 2023. The agreement remains subject to higher or better offers in accordance with bid procedures and deadlines, as well as court approval. Employees will continue to be paid as usual and continue their primary benefits without disruption. Pachulski Stang Ziehl & Jones acted as legla advisor, FTI Consulting acted as chief restructuring advisor and financial advisor and Piper Sandler & Co. acted as exclusive investment banker and financial advisor.Upcoming Dividend • May 09Upcoming dividend of CA$0.22 per share at 2.4% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Buying Opportunity • Mar 11Now 30% undervaluedOver the last 90 days, the stock is up 8.3%. The fair value is estimated to be €33.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.7% in a year. Earnings is forecast to decline by 2.4% in the next year.Reported Earnings • Mar 10First quarter 2023 earnings released: EPS: CA$0.31 (vs CA$0.39 in 1Q 2022)First quarter 2023 results: EPS: CA$0.31 (down from CA$0.39 in 1Q 2022). Revenue: CA$106.4m (down 4.2% from 1Q 2022). Net income: CA$17.0m (down 21% from 1Q 2022). Profit margin: 16% (down from 19% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 10+ 1 more updateEnghouse Systems Limited (TSX:ENGH) completed the acquisition of Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others.Enghouse Systems Limited (TSX:ENGH) submitted a non-binding indication of interest to acquire Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others on November 8, 2022. Enghouse Systems Limited (TSX:ENGH) entered into an Agreement and Plan of Merger to acquire Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others for $17.4 million on December 17, 2022. Pursuant to the Merger Agreement, upon the terms and subject to the conditions thereof, Enghouse will commence a cash tender offer to acquire all of the outstanding shares of Qumu's common stock, at a purchase price of $0.90 per share in cash, without interest. Upon termination of the Merger Agreement under specified circumstances, Qumu will be obligated to pay Enghouse a termination fee of $800,000 and may also be required to pay the expense reimbursement amount. The tender offer and the merger are subject to certain customary and other closing conditions including shares of Common Stock of Qumu having been validly tendered (and not validly withdrawn) prior to the expiration of the Offer that represent, together with the shares of Common Stock then owned, at least a majority of the then issued and outstanding shares of Common Stock (the “Minimum Condition”). Transaction has been unanimously approved by the board of directors of Qumu and Enghouse. Parties entered into a Tender and Support Agreement with Qumu's directors and executive officers and Harbert Discovery Fund, LP (each, a “Supporting Shareholder”). Pursuant to the Support Agreement, the Supporting Shareholders have agreed to tender shares of Common Stock held by them in the Offer and to otherwise support the transactions contemplated by the Merger Agreement. As of December 16, 2022, the Supporting Shareholders own in aggregate 2,327,322 shares of Common Stock, representing approximately 13.0% of the Stock issued and outstanding. As of February 6, 2023, the number of Shares tendered pursuant to the Offer satisfies the Minimum Condition. All conditions to the Offer have been satisfied, Purchaser has accepted for payment, and has stated it will pay for all such Shares as promptly as practicable after the Expiration Time in accordance with the terms of the Offer. The merger agreement transaction is expected to be closed in February 2023. The offer will expire on February 6, 2023. The transaction is expected to close on February 8, 2023. Craig-Hallum Capital Group LLC acted as financial advisor to Qumu and April Hamlin and Michael R. Kuhn of Ballard Spahr LLP acted as legal advisors to Qumu. Craig-Hallum Capital Group LLC acted as fairness opinion provider to the board of Qumu. Ian M. Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Enghouse. D.F. King & Co., Inc. acted as information agent and Equiniti Trust Company acted as depository bank to Qumu. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others on February 8, 2023. As of the expiration of the Offer, 13,934,904 shares of Common Stock were validly tendered and not validly withdrawn pursuant to the Offer, representing approximately 77.7% of all shares then issued and outstanding as of the expiration of the Offer. At the effective time of the merger, shares of common stock not purchased pursuant to the offer were canceled and converted into the right to receive the offer price in cash, without interest and subject to any required tax withholding.Upcoming Dividend • Feb 06Upcoming dividend of CA$0.18 per share at 1.8% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.7%).Recent Insider Transactions • Feb 01Chairman & CEO recently sold €753k worth of stockOn the 24th of January, Stephen Sadler sold around 28k shares on-market at roughly €26.98 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.4m. Stephen has been a net seller over the last 12 months, reducing personal holdings by €3.3m.Recent Insider Transactions • Jan 24Chairman & CEO recently sold €1.1m worth of stockOn the 19th of January, Stephen Sadler sold around 41k shares on-market at roughly €27.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.4m. Stephen has been a net seller over the last 12 months, reducing personal holdings by €2.5m.Recent Insider Transactions • Jan 18Chairman & CEO recently sold €1.4m worth of stockOn the 12th of January, Stephen Sadler sold around 53k shares on-market at roughly €26.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.お知らせ • Dec 21Enghouse Systems Limited, Annual General Meeting, Mar 09, 2023Enghouse Systems Limited, Annual General Meeting, Mar 09, 2023.Reported Earnings • Dec 17Full year 2022 earnings releasedFull year 2022 results: Revenue: CA$427.6m (down 8.5% from FY 2021). Net income: CA$94.5m (up 1.8% from FY 2021). Profit margin: 22% (up from 20% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in Germany.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 08Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 15 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.0%).Reported Earnings • Sep 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CA$102.1m (down 13% from 3Q 2021). Net income: CA$18.1m (down 15% from 3Q 2021). Profit margin: 18% (in line with 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 09Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.4%). In line with average of industry peers (2.0%).Recent Insider Transactions • Jun 24Independent Director recently bought €73k worth of stockOn the 20th of June, Jane Mowat bought around 4k shares on-market at roughly €19.63 per share. In the last 3 months, there was an even bigger purchase from another insider worth €284k. Despite this recent purchase, insiders have collectively sold €119k more in shares than they bought in the last 12 months.Recent Insider Transactions • Jun 17Vice President of Corporate Development recently bought €284k worth of stockOn the 13th of June, Sam Anidjar bought around 15k shares on-market at roughly €18.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €228k more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to €18.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Software industry in Germany. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.27 per share.Reported Earnings • Jun 09Second quarter 2022 earnings released: EPS: CA$0.32 (vs CA$0.37 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.32 (down from CA$0.37 in 2Q 2021). Revenue: CA$106.3m (down 9.4% from 2Q 2021). Net income: CA$17.9m (down 14% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 09Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (2.0%).Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 19Independent Director recently sold €580k worth of stockOn the 16th of March, Reid Drury sold around 20k shares on-market at roughly €29.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Reported Earnings • Mar 05First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: EPS: CA$0.39 (up from CA$0.37 in 1Q 2021). Revenue: CA$111.1m (down 6.7% from 1Q 2021). Net income: CA$21.6m (up 4.6% from 1Q 2021). Profit margin: 19% (up from 17% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 04Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 11 February 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (1.6%).Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CA$1.67 (down from CA$1.79 in FY 2020). Revenue: CA$467.2m (down 7.3% from FY 2020). Net income: CA$92.8m (down 5.9% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Independent Director Jane Mowat was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 08Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 15 November 2021. Payment date: 30 November 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.4%).Reported Earnings • Sep 10Third quarter 2021 earnings released: EPS CA$0.38 (vs CA$0.47 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$117.6m (down 10% from 3Q 2020). Net income: CA$21.2m (down 18% from 3Q 2020). Profit margin: 18% (down from 20% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.Upcoming Dividend • Aug 09Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 16 August 2021. Payment date: 31 August 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).Reported Earnings • Jun 12Second quarter 2021 earnings released: EPS CA$0.37 (vs CA$0.49 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$117.3m (down 17% from 2Q 2020). Net income: CA$20.7m (down 23% from 2Q 2020). Profit margin: 18% (down from 19% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% 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 • Jun 04Enghouse Systems Limited (TSX:ENGH) acquired Nebu B.V.Enghouse Systems Limited (TSX:ENGH) acquired Nebu B.V on June 3, 2021. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Nebu B.V on June 3, 2021.Upcoming Dividend • May 07Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 14 May 2021. Payment date: 31 May 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.6%).Recent Insider Transactions • Mar 31Chairman & CEO recently sold €1.1m worth of stockOn the 23rd of March, Stephen Sadler sold around 27k shares on-market at roughly €41.98 per share. In the last 3 months, they made an even bigger sale worth €2.4m. Stephen has been a seller over the last 12 months, reducing personal holdings by €45m.Recent Insider Transactions • Mar 20Independent Lead Director recently sold €838k worth of stockOn the 16th of March, Pierre Lassonde sold around 20k shares on-market at roughly €41.89 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.7m. Insiders have been net sellers, collectively disposing of €70m more than they bought in the last 12 months.Reported Earnings • Mar 13First quarter 2021 earnings released: EPS CA$0.37 (vs CA$0.29 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$119.1m (up 7.6% from 1Q 2020). Net income: CA$20.6m (up 28% from 1Q 2020). Profit margin: 17% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 3.3%, compared to a 25% growth forecast for the Software industry in Germany.財務状況分析短期負債: 3E4の 短期資産 ( CA$366.1M ) が 短期負債 ( CA$206.7M ) を超えています。長期負債: 3E4の短期資産 ( CA$366.1M ) が 長期負債 ( CA$29.3M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 3E4は負債がありません。負債の削減: 3E4 5 年前には負債がありませんでした。債務返済能力: 3E4には負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: 3E4には負債がないため、利息支払い の負担は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/07/06 14:57終値2026/07/03 00:00収益2026/04/30年間収益2025/10/31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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Enghouse Systems Limited 4 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。9 アナリスト機関Deepak KaushalBMO Capital Markets Equity ResearchStephanie PriceCIBC Capital MarketsErin KyleCIBC Capital Markets6 その他のアナリストを表示
Declared Dividend • Jun 12Dividend of CA$0.31 announcedShareholders will receive a dividend of CA$0.31. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 8.8%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 3.1% to bring the payout ratio under control. EPS is expected to grow by 15% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jun 10Second quarter 2026 earnings released: EPS: CA$0.30 (vs CA$0.24 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.30 (up from CA$0.24 in 2Q 2025). Revenue: CA$114.3m (down 8.4% from 2Q 2025). Net income: CA$16.3m (up 21% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 10Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 28, 2026Enghouse Systems Limited approved an eligible quarterly dividend of $0.31 per common share, payable on August 28, 2026, to shareholders of record at the close of business on August 14, 2026.
お知らせ • Jun 03Enghouse Systems Limited to Report Q2, 2026 Results on Jun 09, 2026Enghouse Systems Limited announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 09, 2026
お知らせ • Mar 06Enghouse Systems Limited to Report Q1, 2026 Results on Mar 12, 2026Enghouse Systems Limited announced that they will report Q1, 2026 results After-Market on Mar 12, 2026
お知らせ • Jan 07Enghouse Systems Limited, Annual General Meeting, Mar 12, 2026Enghouse Systems Limited, Annual General Meeting, Mar 12, 2026.
お知らせ • Dec 17Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 27, 2026The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.30 per common share payable on February 27, 2026 to shareholders of record at the close of business on February 13, 2026.
お知らせ • Dec 09Enghouse Systems Limited to Report Q4, 2025 Results on Dec 15, 2025Enghouse Systems Limited announced that they will report Q4, 2025 results After-Market on Dec 15, 2025
お知らせ • Aug 29Enghouse Systems Limited to Report Q3, 2025 Results on Sep 04, 2025Enghouse Systems Limited announced that they will report Q3, 2025 results After-Market on Sep 04, 2025
お知らせ • Jun 06Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 29, 2025The Board of Directors of Enghouse Systems Limited approved an eligible quarterly dividend of $0.30 per common share, payable on August 29, 2025, to shareholders of record at the close of business on August 15, 2025.
お知らせ • May 30Enghouse Systems Limited to Report Q2, 2025 Results on Jun 05, 2025Enghouse Systems Limited announced that they will report Q2, 2025 results After-Market on Jun 05, 2025
お知らせ • Apr 14Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Trafi Ltd. on April 14, 2025.Enghouse Systems Limited (TSX:ENGH) acquired Trafi Ltd. on April 14, 2025. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Trafi Ltd. on April 14, 2025.
お知らせ • Mar 11Enghouse Systems Limited Declares Quarterly Dividend, Payable on May 30, 2025The Board of Directors of Enghouse Systems Limited approved an increase of 15.4% in the Company's eligible quarterly dividend to $0.30 per common share, payable on May 30, 2025, to shareholders of record at the close of business on May 16, 2025.
お知らせ • Mar 06Enghouse Systems Limited (TSX:ENGH) acquired Margento R&D d.o.o.Enghouse Systems Limited (TSX:ENGH) acquired Margento R&D d.o.o. on March 4, 2025. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Margento R&D d.o.o. on March 4, 2025.
お知らせ • Mar 04Enghouse Systems Limited to Report Q1, 2025 Results on Mar 10, 2025Enghouse Systems Limited announced that they will report Q1, 2025 results After-Market on Mar 10, 2025
お知らせ • Jan 07Enghouse Systems Limited, Annual General Meeting, Mar 10, 2025Enghouse Systems Limited, Annual General Meeting, Mar 10, 2025.
お知らせ • Dec 13Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 28, 2025The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.26 per common share payable on February 28, 2025 to shareholders of record at the close of business on February 14, 2025.
お知らせ • Dec 06Enghouse Systems Limited to Report Q4, 2024 Results on Dec 12, 2024Enghouse Systems Limited announced that they will report Q4, 2024 results After-Market on Dec 12, 2024
Upcoming Dividend • Nov 08Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 15 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.0%).
お知らせ • Oct 04Enghouse Systems Limited Announces Executive ChangesEnghouse Systems Limited announced that Vince Mifsud, President, has tendered his resignation from the Company to pursue another opportunity. His departure will be effective December 2024, upon completion of the 2024 Enghouse fiscal year. Mr. Mifsud will transition his responsibilities to Steve Sadler, Chairman and CEO of Enghouse prior to his departure.
Declared Dividend • Sep 16Third quarter dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 06Third quarter 2024 earnings released: EPS: CA$0.37 (vs CA$0.32 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.37 (up from CA$0.32 in 3Q 2023). Revenue: CA$130.5m (up 18% from 3Q 2023). Net income: CA$20.6m (up 17% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 30Enghouse Systems Limited to Report Q3, 2024 Results on Sep 05, 2024Enghouse Systems Limited announced that they will report Q3, 2024 results After-Market on Sep 05, 2024
Upcoming Dividend • Aug 09Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.1%).
Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jun 14Dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 13Enghouse Systems Limited Approves Quarterly Dividend, Payable on August 30, 2024Enghouse Systems Limited announced that the Board of Directors approved the Company's eligible quarterly dividend of $0.26 per common share payable on August 30, 2024 to shareholders of record at the close of business on August 16, 2024.
Reported Earnings • Jun 11Second quarter 2024 earnings released: EPS: CA$0.36 (vs CA$0.23 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.36 (up from CA$0.23 in 2Q 2023). Revenue: CA$125.8m (up 11% from 2Q 2023). Net income: CA$20.0m (up 59% from 2Q 2023). Profit margin: 16% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 05Enghouse Systems Limited to Report Q2, 2024 Results on Jun 10, 2024Enghouse Systems Limited announced that they will report Q2, 2024 results After-Market on Jun 10, 2024
お知らせ • May 11Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC).Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 23, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million.Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) on May 9, 2024.
Upcoming Dividend • May 10Upcoming dividend of CA$0.26 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).
お知らせ • Apr 26Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million.Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 24, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million. Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.
Declared Dividend • Mar 18First quarter dividend of CA$0.26 announcedShareholders will receive a dividend of CA$0.26. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 3.3%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14First quarter 2024 earnings released: EPS: CA$0.33 (vs CA$0.31 in 1Q 2023)First quarter 2024 results: EPS: CA$0.33 (up from CA$0.31 in 1Q 2023). Revenue: CA$120.5m (up 13% from 1Q 2023). Net income: CA$18.1m (up 6.5% from 1Q 2023). Profit margin: 15% (down from 16% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 14Enghouse Systems Limited Approves Increase in Quarterly Dividend, Payable on May 31, 2024Enghouse Systems Limited Board of Directors approved an increase in the Company's eligible quarterly dividend to $0.26 per common share, an increase of 18.2% over the prior dividend, payable on May 31, 2024 to shareholders of record at the close of business on May 17, 2024.
お知らせ • Mar 09Enghouse Systems Limited to Report Q1, 2024 Results on Mar 13, 2024Enghouse Systems Limited announced that they will report Q1, 2024 results After-Market on Mar 13, 2024
お知らせ • Feb 10Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. completed the acquisition of MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc.Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. entered into a definitive agreement to acquire MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc. for $15.5 million on January 2, 2024. As consideration for the Mediasite Asset Sale, the Buyer has agreed to pay the Sellers $14.5 million in cash at closing, subject to adjustment as set forth in the Purchase Agreement, and pay the Sellers a holdback amount of $1.0 million on the one year anniversary of closing to the extent such amount is not reduced by purchase price adjustments or indemnity or other claims under the Purchase Agreement. If the Sellers or the Buyer terminate the Purchase Agreement under specified circumstances, the Sellers will be obligated to pay the Buyer a termination fee of $450,000. The Purchase Agreement also provides that if the Buyer terminates the Purchase Agreement due to the Company's failure to obtain the required approval of its stockholders, the Company will be obligated to pay the Buyer a termination fee of $100,000. As of December 31, 2023 from Sonic Foundry, Inc reported revenue of $22.1 million, adjusted EBITA loss of $10.3 million and total net loss of $19.3 million. Closing of the transaction is subject to approval by Sonic Foundry shareholders and certain customary closing conditions. Sonic Foundry's board of directors has approved the transaction. The transaction is expected to be completed during the first quarter of 2024. Benjamin G. Lombard of Reinhart Boerner Van Deuren s.c. acted as legal advisor to Sonic Foundry, Inc. Ian M. Hazlett acted as legal advisor to Enghouse Systems Limited. Ian M. Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Enghouse Systems Limited. Enghouse Systems Limited (TSX:ENGH), Enghouse (Netherlands) Holding B.V., Enghouse Holdings (Uk) Limited and Enghouse Interactive Inc. completed the acquisition of MediaSite K.K. and Sonic Foundry International B.V. and Assets of MediaSite business from Sonic Foundry, Inc. (OTCPK:SOFO) and Sonic Foundry Media Systems, Inc. on February 9, 2024.
Upcoming Dividend • Feb 07Upcoming dividend of CA$0.22 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (1.2%).
Recent Insider Transactions • Jan 31Chairman & CEO recently sold €382k worth of stockOn the 23rd of January, Stephen Sadler sold around 15k shares on-market at roughly €25.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €749k. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.4m.
Recent Insider Transactions • Jan 23Chairman & CEO recently sold €749k worth of stockOn the 18th of January, Stephen Sadler sold around 30k shares on-market at roughly €24.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.8m.
Recent Insider Transactions • Jan 19Chairman & CEO recently sold €288k worth of stockOn the 12th of January, Stephen Sadler sold around 12k shares on-market at roughly €24.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €1.0m.
お知らせ • Jan 06Enghouse Systems Limited, Annual General Meeting, Mar 13, 2024Enghouse Systems Limited, Annual General Meeting, Mar 13, 2024.
お知らせ • Jan 05Enghouse Systems Limited (TSX:ENGH) entered into a definitive agreement to acquire Mediasite business from Sonic Foundry, Inc. (OTCPK:SOFO) for $15.5 million.Enghouse Systems Limited (TSX:ENGH) entered into a definitive agreement to acquire Mediasite business from Sonic Foundry, Inc. (OTCPK:SOFO) for $15.5 million on January 2, 2024. As of December 31, 2023 from Sonic Foundry, Inc reported revenue of $22.1 million, adjusted EBITA loss of $10.3 million and total net loss of $19.3 million. Closing of the transaction is subject to approval by Sonic Foundry shareholders and certain customary closing conditions. The transaction is expected to be completed during the first quarter of 2024.
Buying Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be €28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years. Earnings per share has declined by 7.6%. Revenue is forecast to grow by 12% in a year. Earnings is forecast to grow by 16% in the next year.
Reported Earnings • Dec 15Full year 2023 earnings released: EPS: CA$1.31 (vs CA$1.70 in FY 2022)Full year 2023 results: EPS: CA$1.31 (down from CA$1.70 in FY 2022). Revenue: CA$454.0m (up 6.2% from FY 2022). Net income: CA$72.2m (down 24% from FY 2022). Profit margin: 16% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 15Enghouse Systems Limited Approves Quarterly Dividend, Payable on February 29, 2024The Board of Directors Enghouse Systems Limited approved eligible quarterly dividend of $0.22 per common share, payable on February 29, 2024 to shareholders of record at the close of business on February 15, 2024.
お知らせ • Dec 08Enghouse Systems Limited to Report Q4, 2023 Results on Dec 14, 2023Enghouse Systems Limited announced that they will report Q4, 2023 results After-Market on Dec 14, 2023
Upcoming Dividend • Nov 08Upcoming dividend of CA$0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 15 November 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (1.8%).
お知らせ • Sep 09Enghouse Systems Limited Announces the Appointment of Vivian Leung to Its Board of DirectorsEnghouse Systems Limited announced the appointment of Vivian Leung to its board of directors, effective September 7, 2023. Ms. Leung has over 20 years of experience as a corporate lawyer in the technology sector, most recently as General Counsel, Magnet Forensics; General Counsel, BlueCat Networks and Assistant General Counsel, Open Text. She has served on the boards of the Chartered Professionals in Human Resources (CPHR) and the Jane Goodall Institute of Canada, along with other not for profit organizations.
お知らせ • Sep 08Enghouse Systems Limited Approves the Quarterly Dividend, Payable on November 30, 2023The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.22 per common share, payable on November 30, 2023 to shareholders of record at the close of business on November 16, 2023.
Reported Earnings • Sep 08Third quarter 2023 earnings released: EPS: CA$0.32 (vs CA$0.33 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.32 (down from CA$0.33 in 3Q 2022). Revenue: CA$111.0m (up 8.7% from 3Q 2022). Net income: CA$17.6m (down 2.8% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 01Enghouse Systems Limited to Report Q3, 2023 Results on Sep 07, 2023Enghouse Systems Limited announced that they will report Q3, 2023 results After-Market on Sep 07, 2023
Upcoming Dividend • Aug 09Upcoming dividend of CA$0.22 per share at 3.1% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).
お知らせ • Aug 03Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially All Assets of LifeSize Communications Inc for $20.7 million.Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc. on May 17, 2023. The agreement remains subject to higher or better offers in accordance with bid procedures and deadlines, as well as court approval. Employees will continue to be paid as usual and continue their primary benefits without disruption. Pachulski Stang Ziehl & Jones acted as legla advisor, FTI Consulting acted as chief restructuring advisor and financial advisor and Piper Sandler & Co. acted as exclusive investment banker and financial advisor. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially All Assets of LifeSize Communications Inc. for $20.7 million on August 1, 2023. The previously announced transaction was approved under a U.S. Bankruptcy Court process for a purchase price of approximately $20.7 million, subject to adjustments.
Buying Opportunity • Jul 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €26.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in a year. Earnings is forecast to decline by 8.1% in the next year.
Buying Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €27.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in a year. Earnings is forecast to decline by 5.1% in the next year.
Reported Earnings • Jun 13Second quarter 2023 earnings released: EPS: CA$0.23 (vs CA$0.32 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.23 (down from CA$0.32 in 2Q 2022). Revenue: CA$113.5m (up 6.7% from 2Q 2022). Net income: CA$12.5m (down 30% from 2Q 2022). Profit margin: 11% (down from 17% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 13Enghouse Systems Limited Declares Quarterly Dividend, Payable on August 31, 2023The Board of Directors of Enghouse Systems Limited approved the Company's eligible quarterly dividend of $0.22 per common share, payable on August 31, 2023 to shareholders of record at the close of business on August 17, 2023.
お知らせ • Jun 06Enghouse Systems Limited to Report Q2, 2023 Results on Jun 12, 2023Enghouse Systems Limited announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jun 12, 2023
お知らせ • May 18Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc.Enghouse Systems Limited (TSX:ENGH) entered into an agreement to acquire Substantially All Assets of LifeSize Communications Inc. on May 17, 2023. The agreement remains subject to higher or better offers in accordance with bid procedures and deadlines, as well as court approval. Employees will continue to be paid as usual and continue their primary benefits without disruption. Pachulski Stang Ziehl & Jones acted as legla advisor, FTI Consulting acted as chief restructuring advisor and financial advisor and Piper Sandler & Co. acted as exclusive investment banker and financial advisor.
Upcoming Dividend • May 09Upcoming dividend of CA$0.22 per share at 2.4% yieldEligible shareholders must have bought the stock before 16 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Buying Opportunity • Mar 11Now 30% undervaluedOver the last 90 days, the stock is up 8.3%. The fair value is estimated to be €33.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.7% in a year. Earnings is forecast to decline by 2.4% in the next year.
Reported Earnings • Mar 10First quarter 2023 earnings released: EPS: CA$0.31 (vs CA$0.39 in 1Q 2022)First quarter 2023 results: EPS: CA$0.31 (down from CA$0.39 in 1Q 2022). Revenue: CA$106.4m (down 4.2% from 1Q 2022). Net income: CA$17.0m (down 21% from 1Q 2022). Profit margin: 16% (down from 19% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 10+ 1 more updateEnghouse Systems Limited (TSX:ENGH) completed the acquisition of Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others.Enghouse Systems Limited (TSX:ENGH) submitted a non-binding indication of interest to acquire Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others on November 8, 2022. Enghouse Systems Limited (TSX:ENGH) entered into an Agreement and Plan of Merger to acquire Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others for $17.4 million on December 17, 2022. Pursuant to the Merger Agreement, upon the terms and subject to the conditions thereof, Enghouse will commence a cash tender offer to acquire all of the outstanding shares of Qumu's common stock, at a purchase price of $0.90 per share in cash, without interest. Upon termination of the Merger Agreement under specified circumstances, Qumu will be obligated to pay Enghouse a termination fee of $800,000 and may also be required to pay the expense reimbursement amount. The tender offer and the merger are subject to certain customary and other closing conditions including shares of Common Stock of Qumu having been validly tendered (and not validly withdrawn) prior to the expiration of the Offer that represent, together with the shares of Common Stock then owned, at least a majority of the then issued and outstanding shares of Common Stock (the “Minimum Condition”). Transaction has been unanimously approved by the board of directors of Qumu and Enghouse. Parties entered into a Tender and Support Agreement with Qumu's directors and executive officers and Harbert Discovery Fund, LP (each, a “Supporting Shareholder”). Pursuant to the Support Agreement, the Supporting Shareholders have agreed to tender shares of Common Stock held by them in the Offer and to otherwise support the transactions contemplated by the Merger Agreement. As of December 16, 2022, the Supporting Shareholders own in aggregate 2,327,322 shares of Common Stock, representing approximately 13.0% of the Stock issued and outstanding. As of February 6, 2023, the number of Shares tendered pursuant to the Offer satisfies the Minimum Condition. All conditions to the Offer have been satisfied, Purchaser has accepted for payment, and has stated it will pay for all such Shares as promptly as practicable after the Expiration Time in accordance with the terms of the Offer. The merger agreement transaction is expected to be closed in February 2023. The offer will expire on February 6, 2023. The transaction is expected to close on February 8, 2023. Craig-Hallum Capital Group LLC acted as financial advisor to Qumu and April Hamlin and Michael R. Kuhn of Ballard Spahr LLP acted as legal advisors to Qumu. Craig-Hallum Capital Group LLC acted as fairness opinion provider to the board of Qumu. Ian M. Hazlett of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Enghouse. D.F. King & Co., Inc. acted as information agent and Equiniti Trust Company acted as depository bank to Qumu. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Qumu Corporation (NasdaqCM:QUMU) from Harbert Discovery Fund, LP, managed by Harbert Fund Advisors Inc. and others on February 8, 2023. As of the expiration of the Offer, 13,934,904 shares of Common Stock were validly tendered and not validly withdrawn pursuant to the Offer, representing approximately 77.7% of all shares then issued and outstanding as of the expiration of the Offer. At the effective time of the merger, shares of common stock not purchased pursuant to the offer were canceled and converted into the right to receive the offer price in cash, without interest and subject to any required tax withholding.
Upcoming Dividend • Feb 06Upcoming dividend of CA$0.18 per share at 1.8% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.7%).
Recent Insider Transactions • Feb 01Chairman & CEO recently sold €753k worth of stockOn the 24th of January, Stephen Sadler sold around 28k shares on-market at roughly €26.98 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.4m. Stephen has been a net seller over the last 12 months, reducing personal holdings by €3.3m.
Recent Insider Transactions • Jan 24Chairman & CEO recently sold €1.1m worth of stockOn the 19th of January, Stephen Sadler sold around 41k shares on-market at roughly €27.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.4m. Stephen has been a net seller over the last 12 months, reducing personal holdings by €2.5m.
Recent Insider Transactions • Jan 18Chairman & CEO recently sold €1.4m worth of stockOn the 12th of January, Stephen Sadler sold around 53k shares on-market at roughly €26.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.
お知らせ • Dec 21Enghouse Systems Limited, Annual General Meeting, Mar 09, 2023Enghouse Systems Limited, Annual General Meeting, Mar 09, 2023.
Reported Earnings • Dec 17Full year 2022 earnings releasedFull year 2022 results: Revenue: CA$427.6m (down 8.5% from FY 2021). Net income: CA$94.5m (up 1.8% from FY 2021). Profit margin: 22% (up from 20% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in Germany.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 08Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 15 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.0%).
Reported Earnings • Sep 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CA$102.1m (down 13% from 3Q 2021). Net income: CA$18.1m (down 15% from 3Q 2021). Profit margin: 18% (in line with 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 09Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.4%). In line with average of industry peers (2.0%).
Recent Insider Transactions • Jun 24Independent Director recently bought €73k worth of stockOn the 20th of June, Jane Mowat bought around 4k shares on-market at roughly €19.63 per share. In the last 3 months, there was an even bigger purchase from another insider worth €284k. Despite this recent purchase, insiders have collectively sold €119k more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jun 17Vice President of Corporate Development recently bought €284k worth of stockOn the 13th of June, Sam Anidjar bought around 15k shares on-market at roughly €18.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €228k more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to €18.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Software industry in Germany. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.27 per share.
Reported Earnings • Jun 09Second quarter 2022 earnings released: EPS: CA$0.32 (vs CA$0.37 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.32 (down from CA$0.37 in 2Q 2021). Revenue: CA$106.3m (down 9.4% from 2Q 2021). Net income: CA$17.9m (down 14% from 2Q 2021). Profit margin: 17% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 09Upcoming dividend of CA$0.18 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (2.0%).
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Melissa Sonberg was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 19Independent Director recently sold €580k worth of stockOn the 16th of March, Reid Drury sold around 20k shares on-market at roughly €29.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Reported Earnings • Mar 05First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: EPS: CA$0.39 (up from CA$0.37 in 1Q 2021). Revenue: CA$111.1m (down 6.7% from 1Q 2021). Net income: CA$21.6m (up 4.6% from 1Q 2021). Profit margin: 19% (up from 17% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 04Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 11 February 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (1.6%).
Reported Earnings • Dec 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CA$1.67 (down from CA$1.79 in FY 2020). Revenue: CA$467.2m (down 7.3% from FY 2020). Net income: CA$92.8m (down 5.9% from FY 2020). Profit margin: 20% (in line with FY 2020). Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. Independent Director Jane Mowat was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 08Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 15 November 2021. Payment date: 30 November 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.4%).
Reported Earnings • Sep 10Third quarter 2021 earnings released: EPS CA$0.38 (vs CA$0.47 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$117.6m (down 10% from 3Q 2020). Net income: CA$21.2m (down 18% from 3Q 2020). Profit margin: 18% (down from 20% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
Upcoming Dividend • Aug 09Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 16 August 2021. Payment date: 31 August 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).
Reported Earnings • Jun 12Second quarter 2021 earnings released: EPS CA$0.37 (vs CA$0.49 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$117.3m (down 17% from 2Q 2020). Net income: CA$20.7m (down 23% from 2Q 2020). Profit margin: 18% (down from 19% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% 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 • Jun 04Enghouse Systems Limited (TSX:ENGH) acquired Nebu B.V.Enghouse Systems Limited (TSX:ENGH) acquired Nebu B.V on June 3, 2021. Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Nebu B.V on June 3, 2021.
Upcoming Dividend • May 07Upcoming dividend of CA$0.16 per shareEligible shareholders must have bought the stock before 14 May 2021. Payment date: 31 May 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.6%).
Recent Insider Transactions • Mar 31Chairman & CEO recently sold €1.1m worth of stockOn the 23rd of March, Stephen Sadler sold around 27k shares on-market at roughly €41.98 per share. In the last 3 months, they made an even bigger sale worth €2.4m. Stephen has been a seller over the last 12 months, reducing personal holdings by €45m.
Recent Insider Transactions • Mar 20Independent Lead Director recently sold €838k worth of stockOn the 16th of March, Pierre Lassonde sold around 20k shares on-market at roughly €41.89 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.7m. Insiders have been net sellers, collectively disposing of €70m more than they bought in the last 12 months.
Reported Earnings • Mar 13First quarter 2021 earnings released: EPS CA$0.37 (vs CA$0.29 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$119.1m (up 7.6% from 1Q 2020). Net income: CA$20.6m (up 28% from 1Q 2020). Profit margin: 17% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 3.3%, compared to a 25% growth forecast for the Software industry in Germany.