View Future GrowthWe.Connect 過去の業績過去 基準チェック /56We.Connectは、平均年間29.1%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間3.6% 13.2%収益成長率で 成長しています。 We.Connectの自己資本利益率は38.7%であり、純利益率は8.1%です。主要情報29.07%収益成長率34.23%EPS成長率Electronic 業界の成長1.03%収益成長率13.18%株主資本利益率38.67%ネット・マージン8.11%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • 13hFull year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.すべての更新を表示Recent updatesNew Risk • 13hNew major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€76.1m market cap, or US$89.4m).Reported Earnings • 13hFull year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€74.9m market cap, or US$87.8m).Declared Dividend • Apr 27Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.90, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 35x in the Electronic industry in Germany.Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Director Coralie Crivile was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris Franceお知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Electronic industry in Germany.Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.Board Change • Mar 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.収支内訳We.Connect の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:77P 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 254623716030 Sep 254092414030 Jun 253551013031 Mar 25327912031 Dec 24300811030 Sep 24277811030 Jun 24255910031 Mar 24259910031 Dec 232641010030 Sep 23258910030 Jun 23252910031 Mar 2324589031 Dec 2223788030 Sep 2223078030 Jun 2222377031 Mar 2222066031 Dec 2121766030 Sep 2122773030 Jun 2123774031 Mar 2122464031 Dec 2021155030 Sep 2019449030 Jun 2017728031 Mar 2016628031 Dec 1915528030 Sep 1914639030 Jun 19137510031 Mar 1912949031 Dec 1812247030 Sep 1811354030 Jun 1810556031 Mar 189956031 Dec 179456030 Sep 178647030 Jun 177736031 Mar 177636031 Dec 167636030 Sep 167535030 Jun 167435031 Mar 167035031 Dec 1567350質の高い収益: 77P 非現金収入 のレベルが高いです。利益率の向上: 77Pの現在の純利益率 (8.1%)は、昨年(2.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 77Pの収益は過去 5 年間で年間29.1%増加しました。成長の加速: 77Pの過去 1 年間の収益成長率 ( 386.2% ) は、5 年間の平均 ( 年間29.1%を上回っています。収益対業界: 77Pの過去 1 年間の収益成長率 ( 386.2% ) はElectronic業界1.6%を上回りました。株主資本利益率高いROE: 77Pの 自己資本利益率 ( 38.7% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 12:42終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋We.Connect SA 0 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。0
Reported Earnings • 13hFull year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.
New Risk • 13hNew major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€76.1m market cap, or US$89.4m).
Reported Earnings • 13hFull year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€74.9m market cap, or US$87.8m).
Declared Dividend • Apr 27Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.90, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 35x in the Electronic industry in Germany.
Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Director Coralie Crivile was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris France
お知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Electronic industry in Germany.
Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.
Board Change • Mar 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.