View ValuationHMS Networks 将来の成長Future 基準チェック /56HMS Networks利益と収益がそれぞれ年間21%と9.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.1% 21.3%なると予測されています。主要情報21.0%収益成長率21.28%EPS成長率Communications 収益成長15.8%収益成長率9.6%将来の株主資本利益率20.08%アナリストカバレッジLow最終更新日06 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 23+ 1 more updateHMS Networks AB (publ) Approves Dividend, Payable on April 30, 2026HMS Networks AB (publ) at its Annual General Meeting held on April 23, 2026, approved dividend of SEK 4.80 per share. The record date for the dividend was set to be April 27, 2026. The dividend is expected to be distributed by Euroclear Sweden on April 30, 2026.Upcoming Dividend • Apr 17Upcoming dividend of kr4.80 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).Buy Or Sell Opportunity • Apr 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €45.18. The fair value is estimated to be €37.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: kr8.66 (vs kr6.35 in FY 2024)Full year 2025 results: EPS: kr8.66 (up from kr6.35 in FY 2024). Revenue: kr3.58b (up 17% from FY 2024). Net income: kr434.7m (up 40% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Feb 10HMS Networks AB (publ) to Report Fiscal Year 2025 Final Results on Mar 25, 2026HMS Networks AB (publ) announced that they will report fiscal year 2025 final results on Mar 25, 2026お知らせ • Feb 05HMS Networks AB (publ) to Report Q4, 2026 Final Results on Jan 28, 2027HMS Networks AB (publ) announced that they will report Q4, 2026 final results at 7:30 AM, Coordinated Universal Time on Jan 28, 2027Reported Earnings • Jan 28Full year 2025 earnings released: EPS: kr8.67 (vs kr6.35 in FY 2024)Full year 2025 results: EPS: kr8.67 (up from kr6.35 in FY 2024). Revenue: kr3.58b (up 17% from FY 2024). Net income: kr435.0m (up 41% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jan 27+ 1 more updateHMS Networks AB (publ) to Report Q3, 2026 Results on Oct 21, 2026HMS Networks AB (publ) announced that they will report Q3, 2026 results on Oct 21, 2026Buy Or Sell Opportunity • Nov 26Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €43.48. The fair value is estimated to be €36.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Nov 16HMS Networks AB (publ) to Report Q2, 2026 Results on Jul 14, 2026HMS Networks AB (publ) announced that they will report Q2, 2026 results at 7:30 AM, Coordinated Universal Time on Jul 14, 2026お知らせ • Sep 23HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026.お知らせ • Sep 12HMS Networks AB (publ) to Report Q1, 2026 Results on Apr 23, 2026HMS Networks AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Apr 24HMS Networks AB (publ) Approves No Dividend for the Financial Year 2024HMS Networks AB (publ) held its Annual General Meeting on April 25, 2025, resolved in accordance with the Board’s proposal that no dividend shall be paid to the shareholders for the 2024 financial year, and that the profit for 2024 plus the retained earnings carried forward from the previous years shall be carried forward.お知らせ • Apr 23HMS Networks AB (publ) to Report Fiscal Year 2025 Results on Jan 27, 2026HMS Networks AB (publ) announced that they will report fiscal year 2025 results on Jan 27, 2026お知らせ • Jan 28+ 1 more updateHMS Networks AB (publ) Proposes No Dividend for 2024HMS Networks AB (publ) announced the Board of directors proposes no dividend (4.40), as two long-term value-adding acquisitions have been completed during the year.お知らせ • Nov 01HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH.HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation. For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million. The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024. HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH November 1, 2024.お知らせ • Oct 15HMS Networks AB (publ) Changes Organization to Strengthen Customer Focus and Cross-SellingHMS Networks AB (publ) announced a re-organization into a structure with three divisions to gear up for continued growth. Rationale for the organization change Since 2017, HMS has been operating with a matrix organization with business units responsible for product development and market units responsible for sales and marketing of all products. Following the organic growth over the last years and the recent acquisitions of Red Lion Controls and PEAK-System, HMS re-structures to better serve the different customer groups and group the product offerings to leverage technology synergies. The three divisions The result is three divisions, all with clear target customer groups where each division has full Profit & Loss responsibility and a homogeneous offer. Industrial Data Solutions (IDS): Solutions to connect, secure, diagnose and visualize data in industrial applications. The main brands will include Red Lion, Ewon and N-tron focusing on machine builders, system integrators and end-users within Industrial Automation. The division will be led by Alexander Hess, who currently holds the position as SVP Information Centric at HMS. Industrial Network Technologies (INT): Technology for communication, control and security in industrial devices. The main brand will be Anybus focusing on device makers within Industrial Automation. The division will be led by Bartek S. Candell, who currently holds the position as SVP Control Centric at HMS. New Industries (NI): Industrial communication for niche applications in growing industries outside the Industrial Automation markets. Building Automation and Vehicle Communication will be under New Industries. Main brands will be Intesis, Ixxat, PEAK-System and Owasys. The managers in New Industries will report to CEO Staffan Dahlström. The new organization will be in place from January 1, 2025. This also means that HMS will start with segment reporting as of the first quarter 2025. Financial implications from the organization change As a result of the new organization there will be about 40 positions, primarily within management and the sales and marketing organization, that will be impacted. Including the acquisition of PEAK-System and the divestment of MB Connect Line, HMS will have just over 1100 employees from January 1, 2025. The restructuring following the organizational change is expected to result in full year savings of SEK 40 million, with full impact from January 1, 2025, and will come with restructuring costs of SEK 25 million that will impact the fourth quarter of 2024.お知らせ • Oct 04HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025.お知らせ • Oct 02HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million.HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation. For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million. The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024.Reported Earnings • Jul 16Second quarter 2024 earnings released: EPS: kr0.70 (vs kr2.49 in 2Q 2023)Second quarter 2024 results: EPS: kr0.70 (down from kr2.49 in 2Q 2023). Revenue: kr845.0m (up 20% from 2Q 2023). Net income: kr34.0m (down 71% from 2Q 2023). Profit margin: 4.0% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 28+ 1 more updateHMS Networks AB (publ) to Report Q2, 2025 Results on Jul 11, 2025HMS Networks AB (publ) announced that they will report Q2, 2025 results on Jul 11, 2025お知らせ • Apr 19HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion.HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 3,500,000 Price\Range: SEK 400 Transaction Features: Subsequent Direct Listingお知らせ • Apr 18HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion.HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion. Security Name: Shares Security Type: Common Stock Transaction Features: Subsequent Direct Listingお知らせ • Apr 16HMS Networks AB (Publ) Realize Immediate Cost Synergies and Launches Cost-Saving Program to Streamline the Organizationon April 2, 2024, HMS and Red Lion have started the work of realizing synergies between the companies and hereby announces immediate cost synergies. Additionally, as a result of strong organic growth the last few years, and a dampened market demand experienced over the recent quarters and a slower market recovery, HMS is now initiating a cost-saving program to reduce the costs and streamline the organization to be positioned for further growth. The main initiatives of the program will be to realize early cost synergies from the acquisition of Red Lion and a restructuring of the Anybus organization, but also a fine-tuning of the European organization. The program is expected to affect approximately 45 positions in total, of which approximately 25 positions in Sweden, and result in cost savings of about SEK 30 million in 2024, with a full year effect of about SEK 55 million. As a result of the program, HMS will commence negotiations with labor unions in Sweden. The expected cost savings will gradually materialize during the second quarter of 2024, with full impact from the start of the third quarter of 2024. As a result of the cost-saving program, the company expects one-time restructuring costs of approximately SEK 35 million during the second quarter.お知らせ • Apr 10Chief Commercial Officer, Hans Larsson Decides to Leave HMS Networks, Effective June 20, 2024The Chief Commercial Officer (CCO), Hans Larsson, has decided to leave HMS Networks for new challenges outside the company. Hans Larsson will stay with HMS until June 20, 2024.Declared Dividend • Apr 06Dividend of kr4.40 announcedShareholders will receive a dividend of kr4.40. Ex-date: 24th April 2024 Payment date: 30th April 2024 Dividend yield will be 11%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 03HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million.HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS). Wilmer Cutler Pickering Hale and Dorr LLP acted as a legal counsel to Spectris plc (LSE:SXS). For HMS and Red Lion customers, there will be no initial changes. The HMS and Red Lion company names remain unchanged and product brands will be marketed and sold as before through the same channels. Production and shipping are handled from the HMS and Red Lion entities respectively. Contact details and email addresses remain, with the exception of India where Red Lion staff will get an hms-networks.com address. HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) on April 2, 2024.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: kr12.23 (vs kr10.89 in FY 2022)Full year 2023 results: EPS: kr12.23 (up from kr10.89 in FY 2022). Revenue: kr3.02b (up 21% from FY 2022). Net income: kr570.6m (up 12% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 15HMS Networks AB (publ) Announces Fredrik Hansson Declines Re-Election as Board MemberHMS Networks AB (publ) at its Annual General Meeting to be held on April 23, 2024, announced Fredrik Hansson has declined re-election as Board Member.お知らせ • Feb 15HMS Networks AB (publ) to Report Fiscal Year 2023 Results on Mar 27, 2024HMS Networks AB (publ) announced that they will report fiscal year 2023 results on Mar 27, 2024Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr12.23 (vs kr10.89 in FY 2022)Full year 2023 results: EPS: kr12.23 (up from kr10.89 in FY 2022). Revenue: kr3.03b (up 21% from FY 2022). Net income: kr571.0m (up 12% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26HMS Networks AB (Publ) Proposes A DividendThe Board of Directors of HMS Networks AB (publ) proposed a dividend to the amount of SEK 4.40 (4.00) per share.お知らせ • Jan 05HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024.お知らせ • Dec 13HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million.HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS).お知らせ • Oct 23HMS Networks expands Group ManagementHMS Networks AB (publ) has appointed Bartek S. Candell as Senior Vice President Control Centric and expands Group Management with this new role. Bartek S. Candell, General Manager for HMS’ business area Anybus, will take part of HMS’ Group Management in a new role with responsibility for the "Control Centric" area. Bartek has worked at HMS since 2011, in previous roles such as General Manager APAC and China, and Key Account Manager.Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: kr3.69 (vs kr2.89 in 3Q 2022)Third quarter 2023 results: EPS: kr3.69 (up from kr2.89 in 3Q 2022). Revenue: kr789.0m (up 26% from 3Q 2022). Net income: kr172.0m (up 27% from 3Q 2022). Profit margin: 22% (in line with 3Q 2022). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05HMS Networks AB (publ) Appoints Nomination CommitteeHMS Networks AB (publ) announced that according to the previous AGM resolution, the Chairman of the Board has consulted with the company’s four largest shareholders for a Nomination Committee. The Nomination Committee will prepare proposals for the Annual General Meeting 2024 regarding Chairman of the AGM, Board of Directors, Chairman of the Board and auditors. The Nomination Committee will also prepare proposals concerning fees to the Board of Directors and auditors and remuneration for committee work. The Nomination Committee appointed for the 2024 Annual General Meeting in HMS Networks AB (publ) consists of the following members: Johan Menckel, Investment AB Latour, Chairman; Sophie Larsén, AMF Fonder; Patrik Jönsson, SEB Fonder; Staffan Dahlström, private shareholding; Charlotte Brogren, Chairman of the Board.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €33.44, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Communications industry in Europe. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.92 per share.New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future.Reported Earnings • Jul 15Second quarter 2023 earnings released: EPS: kr2.48 (vs kr2.35 in 2Q 2022)Second quarter 2023 results: EPS: kr2.48 (up from kr2.35 in 2Q 2022). Revenue: kr703.0m (up 17% from 2Q 2022). Net income: kr116.0m (up 6.4% from 2Q 2022). Profit margin: 17% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year and the company’s share price has also increased by 34% per year.お知らせ • Jul 14+ 1 more updateHMS Networks AB (publ), Annual General Meeting, Apr 23, 2024HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024.お知らせ • May 12+ 3 more updatesHMS Networks AB (publ) to Report Q3, 2024 Results on Oct 18, 2024HMS Networks AB (publ) announced that they will report Q3, 2024 results on Oct 18, 2024Upcoming Dividend • Apr 19Upcoming dividend of kr4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 27Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021)Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr507.8m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 16HMS Networks AB (publ) to Report Fiscal Year 2022 Final Results on Mar 24, 2023HMS Networks AB (publ) announced that they will report fiscal year 2022 final results on Mar 24, 2023Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €36.68, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the Communications industry in Europe. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.35 per share.お知らせ • Jan 28HMS Networks AB (publ) Proposes DividendThe Board of Directors of HMS Networks AB (publ) proposed a dividend to the amount of SEK 4.00 (SEK 3.00) per share.Reported Earnings • Jan 26Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021)Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr508.0m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 18HMS Networks AB (publ) to Report Q3, 2023 Results on Oct 18, 2023HMS Networks AB (publ) announced that they will report Q3, 2023 results on Oct 18, 2023お知らせ • Jan 14HMS Networks AB (publ) Announces Resignation of Anders Hansson as Chief Marketing OfficerHMS Networks AB (publ) announced the resignation of Anders Hansson as Chief Marketing Officer for new challenges outside the company. Anders Hansson will stay with HMS during a 6-month notice period starting January 13, 2023.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €30.82, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Communications industry in Europe. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €34.68 per share.Buying Opportunity • Nov 02Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €33.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: kr2.90 (vs kr1.80 in 3Q 2021)Third quarter 2022 results: EPS: kr2.90 (up from kr1.80 in 3Q 2021). Revenue: kr624.0m (up 32% from 3Q 2021). Net income: kr135.0m (up 61% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.お知らせ • Oct 19HMS Networks AB (publ) to Report First Half, 2023 Results on Jul 14, 2023HMS Networks AB (publ) announced that they will report first half, 2023 results on Jul 14, 2023お知らせ • Oct 13HMS Networks AB (publ) Appoints Nomination CommitteeHMS Networks AB (publ) announced that according to the previous AGM resolution, the Chairman of the Board has consulted with the company’s four largest shareholders for a Nomination Committee. The Nomination Committee will prepare proposals for the Annual General Meeting 2023 regarding Chairman of the AGM, Board of Directors, Chairman of the Board and auditors. The Nomination Committee will also prepare proposals concerning fees to the Board of Directors and auditors and remuneration for committee work. The Nomination Committee appointed for the 2023 Annual General Meeting in HMS Networks AB (publ) consists of the following members: Johan Menckel, Investment AB Latour, Chairman, Tomas Risbecker, AMF Fonder, Patrik Jönsson, SEB Fonder, Staffan Dahlström, private shareholding and Charlotte Brogren, Chairman of the Board.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €28.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €42.69 per share.Buying Opportunity • Sep 15Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €44.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 38% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to €47.00, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €45.00 per share.Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr2.35 (vs kr2.02 in 2Q 2021)Second quarter 2022 results: EPS: kr2.35 (up from kr2.02 in 2Q 2021). Revenue: kr601.0m (up 27% from 2Q 2021). Net income: kr109.0m (up 16% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 7.9% growth forecast for the industry in Germany.お知らせ • Jun 21+ 1 more updateHMS Networks AB (publ), Annual General Meeting, Apr 25, 2023HMS Networks AB (publ), Annual General Meeting, Apr 25, 2023.お知らせ • Apr 22HMS Networks AB (Publ) Approves the Dividend, Payable on April 28, 2022HMS Networks AB (publ) announced Annual General Meeting held on April 21, 2022. The Board approved the dividend of SEK 3.00 per share. The record date for the dividend was set to be April 25, 2022. The dividend is expected to be distributed by Euroclear Sweden on April 28, 2022.お知らせ • Apr 14+ 2 more updatesHMS Networks AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023HMS Networks AB (publ) announced that they will report fiscal year 2022 results on Jan 26, 2023お知らせ • Feb 09HMS Networks AB (publ) to Report Fiscal Year 2021 Results on Mar 24, 2022HMS Networks AB (publ) announced that they will report fiscal year 2021 results on Mar 24, 2022Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr7.61 (up from kr4.79 in FY 2020). Revenue: kr1.97b (up 34% from FY 2020). Net income: kr355.0m (up 59% from FY 2020). Profit margin: 18% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 17%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to €39.60, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 227% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.88 per share.Recent Insider Transactions • Dec 04Chief Technology Officer recently sold €2.1m worth of stockOn the 2nd of December, Jörgen Palmhager sold around 40k shares on-market at roughly €52.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.Recent Insider Transactions • Nov 24Chief Marketing Officer recently sold €167k worth of stockOn the 22nd of November, Anders Hansson sold around 3k shares on-market at roughly €55.72 per share. In the last 3 months, there was an even bigger sale from another insider worth €553k. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr1.81 (vs kr1.33 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr472.0m (up 37% from 3Q 2020). Net income: kr84.0m (up 36% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 15Chief Technology Officer recently sold €553k worth of stockOn the 14th of September, Jörgen Palmhager sold around 12k shares on-market at roughly €46.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €962k more than they bought in the last 12 months.Reported Earnings • Jul 16Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr474.0m (up 34% from 2Q 2020). Net income: kr94.0m (up 62% from 2Q 2020). Profit margin: 20% (up from 16% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr38.30, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 26x in the Communications industry in Europe. Total returns to shareholders of 160% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.39 per share.Recent Insider Transactions • May 05Employee Representative Director recently sold €29k worth of stockOn the 29th of April, Mikael Mårtensson sold around 800 shares on-market at roughly €36.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €414k more than they bought in the last 12 months.Reported Earnings • Apr 26First quarter 2021 earnings released: EPS kr1.93 (vs kr1.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr455.0m (up 26% from 1Q 2020). Net income: kr90.0m (up 92% from 1Q 2020). Profit margin: 20% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.業績と収益の成長予測BST:4H3A - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,7839179471,138512/31/20274,4348148261,016512/31/20264,02268767592553/31/20263,658482745940N/A12/31/20253,577435744877N/A9/30/20253,433438705823N/A6/30/20253,331369650770N/A3/31/20253,333318607721N/A12/31/20243,059310471592N/A9/30/20243,013346423534N/A6/30/20243,010423407496N/A3/31/20242,868506309422N/A12/31/20233,025571445519N/A9/30/20233,029612479577N/A6/30/20232,864575419528N/A3/31/20232,762568434506N/A12/31/20222,506508348431N/A9/30/20222,313443308357N/A6/30/20222,161392341387N/A3/31/20222,034377412456N/A12/31/20211,972355469508N/A9/30/20211,807324448489N/A6/30/20211,680302418457N/A3/31/20211,561266407447N/A12/31/20201,467223322370N/A9/30/20201,408235292347N/A6/30/20201,439219257321N/A3/31/20201,500212187257N/A12/31/20191,519206N/A254N/A9/30/20191,535180N/A242N/A6/30/20191,513184N/A225N/A3/31/20191,426175N/A225N/A12/31/20181,366171N/A193N/A9/30/20181,304149N/A180N/A6/30/20181,255142N/A169N/A3/31/20181,224140N/A174N/A12/31/20171,183143N/A207N/A9/30/20171,147149N/A207N/A6/30/20171,096142N/A214N/A3/31/20171,030128N/A203N/A12/31/2016952100N/A155N/A9/30/201686278N/A137N/A6/30/201678861N/A104N/A3/31/201673251N/A87N/A12/31/201570260N/A90N/A9/30/201568366N/A98N/A6/30/201565572N/A92N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4H3Aの予測収益成長率 (年間21% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 4H3Aの収益 ( 21% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: 4H3Aの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 4H3Aの収益 ( 9.6% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 4H3Aの収益 ( 9.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4H3Aの 自己資本利益率 は、3年後には高くなると予測されています ( 20.1 %)成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 17:08終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋HMS Networks AB (publ) 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullABG Sundal CollierFredrik NilssonABG Sundal Collier SponsoredViktor HögbergDanske Bank5 その他のアナリストを表示
お知らせ • Apr 23+ 1 more updateHMS Networks AB (publ) Approves Dividend, Payable on April 30, 2026HMS Networks AB (publ) at its Annual General Meeting held on April 23, 2026, approved dividend of SEK 4.80 per share. The record date for the dividend was set to be April 27, 2026. The dividend is expected to be distributed by Euroclear Sweden on April 30, 2026.
Upcoming Dividend • Apr 17Upcoming dividend of kr4.80 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).
Buy Or Sell Opportunity • Apr 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €45.18. The fair value is estimated to be €37.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: kr8.66 (vs kr6.35 in FY 2024)Full year 2025 results: EPS: kr8.66 (up from kr6.35 in FY 2024). Revenue: kr3.58b (up 17% from FY 2024). Net income: kr434.7m (up 40% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Feb 10HMS Networks AB (publ) to Report Fiscal Year 2025 Final Results on Mar 25, 2026HMS Networks AB (publ) announced that they will report fiscal year 2025 final results on Mar 25, 2026
お知らせ • Feb 05HMS Networks AB (publ) to Report Q4, 2026 Final Results on Jan 28, 2027HMS Networks AB (publ) announced that they will report Q4, 2026 final results at 7:30 AM, Coordinated Universal Time on Jan 28, 2027
Reported Earnings • Jan 28Full year 2025 earnings released: EPS: kr8.67 (vs kr6.35 in FY 2024)Full year 2025 results: EPS: kr8.67 (up from kr6.35 in FY 2024). Revenue: kr3.58b (up 17% from FY 2024). Net income: kr435.0m (up 41% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jan 27+ 1 more updateHMS Networks AB (publ) to Report Q3, 2026 Results on Oct 21, 2026HMS Networks AB (publ) announced that they will report Q3, 2026 results on Oct 21, 2026
Buy Or Sell Opportunity • Nov 26Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €43.48. The fair value is estimated to be €36.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Nov 16HMS Networks AB (publ) to Report Q2, 2026 Results on Jul 14, 2026HMS Networks AB (publ) announced that they will report Q2, 2026 results at 7:30 AM, Coordinated Universal Time on Jul 14, 2026
お知らせ • Sep 23HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026.
お知らせ • Sep 12HMS Networks AB (publ) to Report Q1, 2026 Results on Apr 23, 2026HMS Networks AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Apr 24HMS Networks AB (publ) Approves No Dividend for the Financial Year 2024HMS Networks AB (publ) held its Annual General Meeting on April 25, 2025, resolved in accordance with the Board’s proposal that no dividend shall be paid to the shareholders for the 2024 financial year, and that the profit for 2024 plus the retained earnings carried forward from the previous years shall be carried forward.
お知らせ • Apr 23HMS Networks AB (publ) to Report Fiscal Year 2025 Results on Jan 27, 2026HMS Networks AB (publ) announced that they will report fiscal year 2025 results on Jan 27, 2026
お知らせ • Jan 28+ 1 more updateHMS Networks AB (publ) Proposes No Dividend for 2024HMS Networks AB (publ) announced the Board of directors proposes no dividend (4.40), as two long-term value-adding acquisitions have been completed during the year.
お知らせ • Nov 01HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH.HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation. For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million. The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024. HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH November 1, 2024.
お知らせ • Oct 15HMS Networks AB (publ) Changes Organization to Strengthen Customer Focus and Cross-SellingHMS Networks AB (publ) announced a re-organization into a structure with three divisions to gear up for continued growth. Rationale for the organization change Since 2017, HMS has been operating with a matrix organization with business units responsible for product development and market units responsible for sales and marketing of all products. Following the organic growth over the last years and the recent acquisitions of Red Lion Controls and PEAK-System, HMS re-structures to better serve the different customer groups and group the product offerings to leverage technology synergies. The three divisions The result is three divisions, all with clear target customer groups where each division has full Profit & Loss responsibility and a homogeneous offer. Industrial Data Solutions (IDS): Solutions to connect, secure, diagnose and visualize data in industrial applications. The main brands will include Red Lion, Ewon and N-tron focusing on machine builders, system integrators and end-users within Industrial Automation. The division will be led by Alexander Hess, who currently holds the position as SVP Information Centric at HMS. Industrial Network Technologies (INT): Technology for communication, control and security in industrial devices. The main brand will be Anybus focusing on device makers within Industrial Automation. The division will be led by Bartek S. Candell, who currently holds the position as SVP Control Centric at HMS. New Industries (NI): Industrial communication for niche applications in growing industries outside the Industrial Automation markets. Building Automation and Vehicle Communication will be under New Industries. Main brands will be Intesis, Ixxat, PEAK-System and Owasys. The managers in New Industries will report to CEO Staffan Dahlström. The new organization will be in place from January 1, 2025. This also means that HMS will start with segment reporting as of the first quarter 2025. Financial implications from the organization change As a result of the new organization there will be about 40 positions, primarily within management and the sales and marketing organization, that will be impacted. Including the acquisition of PEAK-System and the divestment of MB Connect Line, HMS will have just over 1100 employees from January 1, 2025. The restructuring following the organizational change is expected to result in full year savings of SEK 40 million, with full impact from January 1, 2025, and will come with restructuring costs of SEK 25 million that will impact the fourth quarter of 2024.
お知らせ • Oct 04HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025.
お知らせ • Oct 02HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million.HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation. For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million. The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024.
Reported Earnings • Jul 16Second quarter 2024 earnings released: EPS: kr0.70 (vs kr2.49 in 2Q 2023)Second quarter 2024 results: EPS: kr0.70 (down from kr2.49 in 2Q 2023). Revenue: kr845.0m (up 20% from 2Q 2023). Net income: kr34.0m (down 71% from 2Q 2023). Profit margin: 4.0% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 28+ 1 more updateHMS Networks AB (publ) to Report Q2, 2025 Results on Jul 11, 2025HMS Networks AB (publ) announced that they will report Q2, 2025 results on Jul 11, 2025
お知らせ • Apr 19HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion.HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 3,500,000 Price\Range: SEK 400 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 18HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion.HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion. Security Name: Shares Security Type: Common Stock Transaction Features: Subsequent Direct Listing
お知らせ • Apr 16HMS Networks AB (Publ) Realize Immediate Cost Synergies and Launches Cost-Saving Program to Streamline the Organizationon April 2, 2024, HMS and Red Lion have started the work of realizing synergies between the companies and hereby announces immediate cost synergies. Additionally, as a result of strong organic growth the last few years, and a dampened market demand experienced over the recent quarters and a slower market recovery, HMS is now initiating a cost-saving program to reduce the costs and streamline the organization to be positioned for further growth. The main initiatives of the program will be to realize early cost synergies from the acquisition of Red Lion and a restructuring of the Anybus organization, but also a fine-tuning of the European organization. The program is expected to affect approximately 45 positions in total, of which approximately 25 positions in Sweden, and result in cost savings of about SEK 30 million in 2024, with a full year effect of about SEK 55 million. As a result of the program, HMS will commence negotiations with labor unions in Sweden. The expected cost savings will gradually materialize during the second quarter of 2024, with full impact from the start of the third quarter of 2024. As a result of the cost-saving program, the company expects one-time restructuring costs of approximately SEK 35 million during the second quarter.
お知らせ • Apr 10Chief Commercial Officer, Hans Larsson Decides to Leave HMS Networks, Effective June 20, 2024The Chief Commercial Officer (CCO), Hans Larsson, has decided to leave HMS Networks for new challenges outside the company. Hans Larsson will stay with HMS until June 20, 2024.
Declared Dividend • Apr 06Dividend of kr4.40 announcedShareholders will receive a dividend of kr4.40. Ex-date: 24th April 2024 Payment date: 30th April 2024 Dividend yield will be 11%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 03HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million.HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS). Wilmer Cutler Pickering Hale and Dorr LLP acted as a legal counsel to Spectris plc (LSE:SXS). For HMS and Red Lion customers, there will be no initial changes. The HMS and Red Lion company names remain unchanged and product brands will be marketed and sold as before through the same channels. Production and shipping are handled from the HMS and Red Lion entities respectively. Contact details and email addresses remain, with the exception of India where Red Lion staff will get an hms-networks.com address. HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) on April 2, 2024.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: kr12.23 (vs kr10.89 in FY 2022)Full year 2023 results: EPS: kr12.23 (up from kr10.89 in FY 2022). Revenue: kr3.02b (up 21% from FY 2022). Net income: kr570.6m (up 12% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 15HMS Networks AB (publ) Announces Fredrik Hansson Declines Re-Election as Board MemberHMS Networks AB (publ) at its Annual General Meeting to be held on April 23, 2024, announced Fredrik Hansson has declined re-election as Board Member.
お知らせ • Feb 15HMS Networks AB (publ) to Report Fiscal Year 2023 Results on Mar 27, 2024HMS Networks AB (publ) announced that they will report fiscal year 2023 results on Mar 27, 2024
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr12.23 (vs kr10.89 in FY 2022)Full year 2023 results: EPS: kr12.23 (up from kr10.89 in FY 2022). Revenue: kr3.03b (up 21% from FY 2022). Net income: kr571.0m (up 12% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26HMS Networks AB (Publ) Proposes A DividendThe Board of Directors of HMS Networks AB (publ) proposed a dividend to the amount of SEK 4.40 (4.00) per share.
お知らせ • Jan 05HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024.
お知らせ • Dec 13HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million.HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS).
お知らせ • Oct 23HMS Networks expands Group ManagementHMS Networks AB (publ) has appointed Bartek S. Candell as Senior Vice President Control Centric and expands Group Management with this new role. Bartek S. Candell, General Manager for HMS’ business area Anybus, will take part of HMS’ Group Management in a new role with responsibility for the "Control Centric" area. Bartek has worked at HMS since 2011, in previous roles such as General Manager APAC and China, and Key Account Manager.
Reported Earnings • Oct 19Third quarter 2023 earnings released: EPS: kr3.69 (vs kr2.89 in 3Q 2022)Third quarter 2023 results: EPS: kr3.69 (up from kr2.89 in 3Q 2022). Revenue: kr789.0m (up 26% from 3Q 2022). Net income: kr172.0m (up 27% from 3Q 2022). Profit margin: 22% (in line with 3Q 2022). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05HMS Networks AB (publ) Appoints Nomination CommitteeHMS Networks AB (publ) announced that according to the previous AGM resolution, the Chairman of the Board has consulted with the company’s four largest shareholders for a Nomination Committee. The Nomination Committee will prepare proposals for the Annual General Meeting 2024 regarding Chairman of the AGM, Board of Directors, Chairman of the Board and auditors. The Nomination Committee will also prepare proposals concerning fees to the Board of Directors and auditors and remuneration for committee work. The Nomination Committee appointed for the 2024 Annual General Meeting in HMS Networks AB (publ) consists of the following members: Johan Menckel, Investment AB Latour, Chairman; Sophie Larsén, AMF Fonder; Patrik Jönsson, SEB Fonder; Staffan Dahlström, private shareholding; Charlotte Brogren, Chairman of the Board.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €33.44, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Communications industry in Europe. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.92 per share.
New Risk • Jul 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future.
Reported Earnings • Jul 15Second quarter 2023 earnings released: EPS: kr2.48 (vs kr2.35 in 2Q 2022)Second quarter 2023 results: EPS: kr2.48 (up from kr2.35 in 2Q 2022). Revenue: kr703.0m (up 17% from 2Q 2022). Net income: kr116.0m (up 6.4% from 2Q 2022). Profit margin: 17% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year and the company’s share price has also increased by 34% per year.
お知らせ • Jul 14+ 1 more updateHMS Networks AB (publ), Annual General Meeting, Apr 23, 2024HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024.
お知らせ • May 12+ 3 more updatesHMS Networks AB (publ) to Report Q3, 2024 Results on Oct 18, 2024HMS Networks AB (publ) announced that they will report Q3, 2024 results on Oct 18, 2024
Upcoming Dividend • Apr 19Upcoming dividend of kr4.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 27Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021)Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr507.8m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 16HMS Networks AB (publ) to Report Fiscal Year 2022 Final Results on Mar 24, 2023HMS Networks AB (publ) announced that they will report fiscal year 2022 final results on Mar 24, 2023
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €36.68, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 20x in the Communications industry in Europe. Total returns to shareholders of 170% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.35 per share.
お知らせ • Jan 28HMS Networks AB (publ) Proposes DividendThe Board of Directors of HMS Networks AB (publ) proposed a dividend to the amount of SEK 4.00 (SEK 3.00) per share.
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021)Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr508.0m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 18HMS Networks AB (publ) to Report Q3, 2023 Results on Oct 18, 2023HMS Networks AB (publ) announced that they will report Q3, 2023 results on Oct 18, 2023
お知らせ • Jan 14HMS Networks AB (publ) Announces Resignation of Anders Hansson as Chief Marketing OfficerHMS Networks AB (publ) announced the resignation of Anders Hansson as Chief Marketing Officer for new challenges outside the company. Anders Hansson will stay with HMS during a 6-month notice period starting January 13, 2023.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €30.82, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Communications industry in Europe. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €34.68 per share.
Buying Opportunity • Nov 02Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €33.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 14% in the next 2 years.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: kr2.90 (vs kr1.80 in 3Q 2021)Third quarter 2022 results: EPS: kr2.90 (up from kr1.80 in 3Q 2021). Revenue: kr624.0m (up 32% from 3Q 2021). Net income: kr135.0m (up 61% from 3Q 2021). Profit margin: 22% (up from 18% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.
お知らせ • Oct 19HMS Networks AB (publ) to Report First Half, 2023 Results on Jul 14, 2023HMS Networks AB (publ) announced that they will report first half, 2023 results on Jul 14, 2023
お知らせ • Oct 13HMS Networks AB (publ) Appoints Nomination CommitteeHMS Networks AB (publ) announced that according to the previous AGM resolution, the Chairman of the Board has consulted with the company’s four largest shareholders for a Nomination Committee. The Nomination Committee will prepare proposals for the Annual General Meeting 2023 regarding Chairman of the AGM, Board of Directors, Chairman of the Board and auditors. The Nomination Committee will also prepare proposals concerning fees to the Board of Directors and auditors and remuneration for committee work. The Nomination Committee appointed for the 2023 Annual General Meeting in HMS Networks AB (publ) consists of the following members: Johan Menckel, Investment AB Latour, Chairman, Tomas Risbecker, AMF Fonder, Patrik Jönsson, SEB Fonder, Staffan Dahlström, private shareholding and Charlotte Brogren, Chairman of the Board.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €28.40, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €42.69 per share.
Buying Opportunity • Sep 15Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €44.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 38% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 25% share price gain to €47.00, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €45.00 per share.
Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr2.35 (vs kr2.02 in 2Q 2021)Second quarter 2022 results: EPS: kr2.35 (up from kr2.02 in 2Q 2021). Revenue: kr601.0m (up 27% from 2Q 2021). Net income: kr109.0m (up 16% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 7.9% growth forecast for the industry in Germany.
お知らせ • Jun 21+ 1 more updateHMS Networks AB (publ), Annual General Meeting, Apr 25, 2023HMS Networks AB (publ), Annual General Meeting, Apr 25, 2023.
お知らせ • Apr 22HMS Networks AB (Publ) Approves the Dividend, Payable on April 28, 2022HMS Networks AB (publ) announced Annual General Meeting held on April 21, 2022. The Board approved the dividend of SEK 3.00 per share. The record date for the dividend was set to be April 25, 2022. The dividend is expected to be distributed by Euroclear Sweden on April 28, 2022.
お知らせ • Apr 14+ 2 more updatesHMS Networks AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023HMS Networks AB (publ) announced that they will report fiscal year 2022 results on Jan 26, 2023
お知らせ • Feb 09HMS Networks AB (publ) to Report Fiscal Year 2021 Results on Mar 24, 2022HMS Networks AB (publ) announced that they will report fiscal year 2021 results on Mar 24, 2022
Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr7.61 (up from kr4.79 in FY 2020). Revenue: kr1.97b (up 34% from FY 2020). Net income: kr355.0m (up 59% from FY 2020). Profit margin: 18% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 17%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to €39.60, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 227% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.88 per share.
Recent Insider Transactions • Dec 04Chief Technology Officer recently sold €2.1m worth of stockOn the 2nd of December, Jörgen Palmhager sold around 40k shares on-market at roughly €52.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 24Chief Marketing Officer recently sold €167k worth of stockOn the 22nd of November, Anders Hansson sold around 3k shares on-market at roughly €55.72 per share. In the last 3 months, there was an even bigger sale from another insider worth €553k. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr1.81 (vs kr1.33 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr472.0m (up 37% from 3Q 2020). Net income: kr84.0m (up 36% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 15Chief Technology Officer recently sold €553k worth of stockOn the 14th of September, Jörgen Palmhager sold around 12k shares on-market at roughly €46.08 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €962k more than they bought in the last 12 months.
Reported Earnings • Jul 16Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr474.0m (up 34% from 2Q 2020). Net income: kr94.0m (up 62% from 2Q 2020). Profit margin: 20% (up from 16% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr38.30, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 26x in the Communications industry in Europe. Total returns to shareholders of 160% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.39 per share.
Recent Insider Transactions • May 05Employee Representative Director recently sold €29k worth of stockOn the 29th of April, Mikael Mårtensson sold around 800 shares on-market at roughly €36.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €414k more than they bought in the last 12 months.
Reported Earnings • Apr 26First quarter 2021 earnings released: EPS kr1.93 (vs kr1.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr455.0m (up 26% from 1Q 2020). Net income: kr90.0m (up 92% from 1Q 2020). Profit margin: 20% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.