View ValuationAT & S Austria Technologie & Systemtechnik 将来の成長Future 基準チェック /56AT & S Austria Technologie & Systemtechnik利益と収益がそれぞれ年間47.1%と18.1%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21% 47.1%なると予測されています。主要情報47.1%収益成長率47.06%EPS成長率Electronic 収益成長32.6%収益成長率18.1%将来の株主資本利益率21.04%アナリストカバレッジLow最終更新日20 May 2026今後の成長に関する最新情報お知らせ • Jan 21AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2023/24AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2023/24. The company has adjusted its revenue forecast for the current financial year 2023/24 due to lower demand caused by high inventory levels, particularly for servers, as well as an unfavourable product mix and increased price pressure. The company expects to generate annual revenue of around €1.6 billion in the financial year 2023/24 (previously: between €1.7 and €1.9 billion).お知らせ • Feb 02AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2022-2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2022-2023. For the year, due to weak demand, especially in the market for IC substrates, the company expects to generate annual revenues of around €1.8 billion against previous guidance of around €2.1 billion.すべての更新を表示Recent updatesお知らせ • Feb 03+ 5 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Q4, 2025 Results on Feb 10, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report Q4, 2025 results on Feb 10, 2026お知らせ • Dec 09AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 09, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 09, 2026.お知らせ • Feb 27At & S Austria Technologie & Systemtechnik Aktiengesellschaft Appoints Dr. Michael Mertin as Ceo, Effective May 1, 2025AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced appointment of Dr. Michael Mertin as member of the Management Board and Chief Executive Officer (CEO) of the company with effect from May 1, 2025 and a term of three years. He will succeed Andreas Gerstenmayer, who stepped down from this position as of October 1, 2024. Dr. Michael Mertin studied physics at RWTH Aachen and subsequently earned a PhD in laser material processing and surface technology at the Fraunhofer Institute for Laser Technology (FHG-ILT). Following a ten-year career at Carl Zeiss, Dr. Mertin joined JENOPTIK AG as CTO/COO and served as CEO from July 2007 until 2017. Until Feb. 26, 2025, he has been active as an independent consultant at Dr.-Ing. Michael Mertin Management Consulting focusing on private equity and M&A, and carried out numerous acquisition and divestment projects. Furthermore, Dr. Mertin was President of the European technology platform Photonics 21, which designs the high-tech agenda of the EU in cooperation with the European Commission. He was also Chairman of the University Council of the Illmenau University of Technology and is an advisory board member of HDI Insurance Group and Deutsche Bank AG. Dr. Michael Mertin held several senior management functions over the past decades, including the position of CEO of JENOPTIK AG for ten years.お知らせ • Feb 04+ 4 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Nine Months, 2026 Results on Feb 03, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report nine months, 2026 results on Feb 03, 2026Reported Earnings • Nov 06Second quarter 2025 earnings released: €0.85 loss per share (vs €1.20 profit in 2Q 2024)Second quarter 2025 results: €0.85 loss per share (down from €1.20 profit in 2Q 2024). Revenue: €450.5m (flat on 2Q 2024). Net loss: €33.1m (down 171% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Sep 24SO.MA.CI.S. S.p.A. agreed to acquire At&S Korea Co. Ltd from AT & S Austria Technologie & Systemtechnik Aktiengesellschaft (WBAG:ATS) for €400 million.SO.MA.CI.S. S.p.A. agreed to acquire At&S Korea Co. Ltd from AT & S Austria Technologie & Systemtechnik Aktiengesellschaft (WBAG:ATS) for €400 million on September 23, 2024. A cash consideration of €405 million will be paid by SO.MA.CI.S. S.p.A. As part of consideration, €405 million is paid towards common equity of At&S Korea Co. Ltd.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Aug 02First quarter 2025 earnings released: €0.88 loss per share (vs €0.18 loss in 1Q 2024)First quarter 2025 results: €0.88 loss per share (further deteriorated from €0.18 loss in 1Q 2024). Revenue: €349.4m (down 3.4% from 1Q 2024). Net loss: €34.0m (loss widened 397% from 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 09Full year 2024 earnings released: €1.40 loss per share (vs €3.03 profit in FY 2023)Full year 2024 results: €1.40 loss per share (down from €3.03 profit in FY 2023). Revenue: €1.55b (down 14% from FY 2023). Net loss: €54.2m (down 146% from profit in FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.New Risk • May 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • Feb 04Third quarter 2024 earnings released: €1.07 loss per share (vs €0.20 loss in 3Q 2023)Third quarter 2024 results: €1.07 loss per share (further deteriorated from €0.20 loss in 3Q 2023). Revenue: €391.2m (down 6.7% from 3Q 2023). Net loss: €41.7m (loss widened 440% from 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Feb 01+ 4 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 03, 2025AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 03, 2025.New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Jan 21AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2023/24AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2023/24. The company has adjusted its revenue forecast for the current financial year 2023/24 due to lower demand caused by high inventory levels, particularly for servers, as well as an unfavourable product mix and increased price pressure. The company expects to generate annual revenue of around €1.6 billion in the financial year 2023/24 (previously: between €1.7 and €1.9 billion).New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: €1.31 (vs €3.17 in 2Q 2023)Second quarter 2024 results: EPS: €1.31 (down from €3.17 in 2Q 2023). Revenue: €452.2m (down 20% from 2Q 2023). Net income: €51.0m (down 59% from 2Q 2023). Profit margin: 11% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years.New Risk • Aug 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Aug 03First quarter 2024 earnings released: €0.18 loss per share (vs €2.35 profit in 1Q 2023)First quarter 2024 results: €0.18 loss per share (down from €2.35 profit in 1Q 2023). Revenue: €361.7m (down 28% from 1Q 2023). Net loss: €6.84m (down 108% from profit in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 18Upcoming dividend of €0.40 per share at 1.3% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.3%).Reported Earnings • Jun 11Full year 2023 earnings released: EPS: €3.03 (vs €2.39 in FY 2022)Full year 2023 results: EPS: €3.03 (up from €2.39 in FY 2022). Revenue: €1.79b (up 13% from FY 2022). Net income: €117.9m (up 27% from FY 2022). Profit margin: 6.6% (up from 5.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% 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 • May 12AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Proposes the Distribution of Dividend for the Financial Year 2022/23AT & S Austria Technologie & Systemtechnik Aktiengesellschaft's Management Board to propose a dividend of EUR 0.40 per share (Previous Year: EUR 0.78 per share and special dividend of EUR 0.12 per share) for the financial year 2022/23 to the 29th Annual General Meeting on July 6, 2023.Reported Earnings • Feb 07Third quarter 2023 earnings released: €0.077 loss per share (vs €1.06 profit in 3Q 2022)Third quarter 2023 results: €0.077 loss per share (down from €1.06 profit in 3Q 2022). Revenue: €419.1m (down 6.7% from 3Q 2022). Net loss: €3.00m (down 107% from profit in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2022-2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2022-2023. For the year, due to weak demand, especially in the market for IC substrates, the company expects to generate annual revenues of around €1.8 billion against previous guidance of around €2.1 billion.お知らせ • Feb 01+ 5 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 04, 2024AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 04, 2024.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to €37.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 120% over the past three years.Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: €3.17 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €3.17 (up from €0.55 in 2Q 2022). Revenue: €567.5m (up 49% from 2Q 2022). Net income: €123.3m (up 475% from 2Q 2022). Profit margin: 22% (up from 5.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: €2.35 (vs €0.19 loss in 1Q 2022)First quarter 2023 results: EPS: €2.35 (up from €0.19 loss in 1Q 2022). Revenue: €502.6m (up 58% from 1Q 2022). Net income: €91.3m (up €98.7m from 1Q 2022). Profit margin: 18% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 19Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).Reported Earnings • May 19Full year 2022 earnings released: EPS: €2.39 (vs €1.01 in FY 2021)Full year 2022 results: EPS: €2.39 (up from €1.01 in FY 2021). Revenue: €1.59b (up 34% from FY 2021). Net income: €92.8m (up 137% from FY 2021). Profit margin: 5.8% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to €53.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 253% over the past three years.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €53.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 283% over the past three years.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €45.65, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years.お知らせ • Feb 02+ 2 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Fiscal Year 2023 Results on May 16, 2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report fiscal year 2023 results on May 16, 2023Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS €0.55 (vs €0.52 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: €379.9m (up 31% from 2Q 2021). Net income: €21.5m (up 7.3% from 2Q 2021). Profit margin: 5.7% (down from 6.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to €40.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 109% over the past three years.Reported Earnings • Aug 08First quarter 2022 earnings released: €0.19 loss per share (vs €0.26 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: €317.7m (up 28% from 1Q 2021). Net loss: €7.35m (loss narrowed 26% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 20Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 27 July 2021. Payment date: 29 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).Reported Earnings • Jun 13Full year 2021 earnings released: EPS €1.01 (vs €0.30 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €1.19b (up 19% from FY 2020). Net income: €39.1m (up 240% from FY 2020). Profit margin: 3.3% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to €34.65, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Electronic industry in Germany. Total returns to shareholders of 105% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to €30.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years.Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS €0.53 (vs €0.092 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €346.0m (up 32% from 3Q 2020). Net income: €20.5m (up 474% from 3Q 2020). Profit margin: 5.9% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Dec 17New 90-day high: €21.70The company is up 34% from its price of €16.20 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €101 per share.Reported Earnings • Nov 06Second quarter 2021 earnings released: EPS €0.57The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: €289.9m (up 8.3% from 2Q 2020). Net income: €22.1m (down 6.4% from 2Q 2020). Profit margin: 7.6% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to €17.72, the stock is trading at a trailing P/E ratio of 58.1x, up from the previous P/E ratio of 48.6x. This compares to an average P/E of 36x in the Electronic industry in Germany. Total return to shareholders over the past three years is a loss of 6.2%.Is New 90 Day High Low • Oct 29New 90-day low: €14.84The company is down 4.0% from its price of €15.48 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.55 per share.Is New 90 Day High Low • Oct 12New 90-day high: €17.92The company is up 18% from its price of €15.22 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.55 per share.業績と収益の成長予測DB:AUS - アナリストの将来予測と過去の財務データ ( )EUR 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3/31/20292,93639536074913/31/20282,6611979044233/31/20272,32512115738143/31/20261,779-49200371312/31/20251,70712884287N/A9/30/20251,63671-20226N/A6/30/20251,63950-28196N/A3/31/20251,59072-491-75N/A12/31/20241,541-156-360127N/A9/30/20241,536-165-374222N/A6/30/20241,537-86-241438N/A3/31/20241,550-54-205653N/A12/31/20231,507-95-405491N/A9/30/20231,535-57-576452N/A6/30/20231,65020-597500N/A3/31/20231,791118-625476N/A12/31/20221,932244-211864N/A9/30/20221,96229386977N/A6/30/20221,775192159888N/A3/31/20221,59093108713N/A12/31/20211,45164-230340N/A9/30/20211,34843-346204N/A6/30/20211,25842-322187N/A3/31/20211,18839-253185N/A12/31/20201,13123-193185N/A9/30/20201,0486-116207N/A6/30/20201,02610-66185N/A3/31/20201,00112-33185N/A12/31/20199911411194N/A9/30/20191,00145N/A175N/A6/30/20191,02961N/A194N/A3/31/20191,02881N/A171N/A12/31/20181,01693N/A175N/A9/30/20181,02389N/A158N/A6/30/20181,01476N/A197N/A3/31/201899254N/A143N/A12/31/201796644N/A241N/A9/30/20179147N/A193N/A6/30/2017836-20N/A99N/A3/31/2017815-23N/A136N/A12/31/2016794-24N/A24N/A9/30/2016762-1N/A68N/A6/30/201674723N/A87N/A3/31/201676356N/A137N/A12/31/201576279N/A178N/A9/30/201575283N/A166N/A6/30/201572081N/A157N/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: AUSの予測収益成長率 (年間47.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: AUSの収益 ( 47.1% ) はGerman市場 ( 16.8% ) 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: AUS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: AUSの収益 ( 18.1% ) German市場 ( 6.7% ) 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: AUSの収益 ( 18.1% ) 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: AUS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 ( 21 %)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2026/05/20 00:40終値2026/05/20 00:00収益2025/12/31年間収益2025/03/31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AT & S Austria Technologie & Systemtechnik Aktiengesellschaft 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Gustav FrobergBerenbergTammy QiuBerenbergGeorge BrownDeutsche Bank10 その他のアナリストを表示
お知らせ • Jan 21AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2023/24AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2023/24. The company has adjusted its revenue forecast for the current financial year 2023/24 due to lower demand caused by high inventory levels, particularly for servers, as well as an unfavourable product mix and increased price pressure. The company expects to generate annual revenue of around €1.6 billion in the financial year 2023/24 (previously: between €1.7 and €1.9 billion).
お知らせ • Feb 02AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2022-2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2022-2023. For the year, due to weak demand, especially in the market for IC substrates, the company expects to generate annual revenues of around €1.8 billion against previous guidance of around €2.1 billion.
お知らせ • Feb 03+ 5 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Q4, 2025 Results on Feb 10, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report Q4, 2025 results on Feb 10, 2026
お知らせ • Dec 09AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 09, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 09, 2026.
お知らせ • Feb 27At & S Austria Technologie & Systemtechnik Aktiengesellschaft Appoints Dr. Michael Mertin as Ceo, Effective May 1, 2025AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced appointment of Dr. Michael Mertin as member of the Management Board and Chief Executive Officer (CEO) of the company with effect from May 1, 2025 and a term of three years. He will succeed Andreas Gerstenmayer, who stepped down from this position as of October 1, 2024. Dr. Michael Mertin studied physics at RWTH Aachen and subsequently earned a PhD in laser material processing and surface technology at the Fraunhofer Institute for Laser Technology (FHG-ILT). Following a ten-year career at Carl Zeiss, Dr. Mertin joined JENOPTIK AG as CTO/COO and served as CEO from July 2007 until 2017. Until Feb. 26, 2025, he has been active as an independent consultant at Dr.-Ing. Michael Mertin Management Consulting focusing on private equity and M&A, and carried out numerous acquisition and divestment projects. Furthermore, Dr. Mertin was President of the European technology platform Photonics 21, which designs the high-tech agenda of the EU in cooperation with the European Commission. He was also Chairman of the University Council of the Illmenau University of Technology and is an advisory board member of HDI Insurance Group and Deutsche Bank AG. Dr. Michael Mertin held several senior management functions over the past decades, including the position of CEO of JENOPTIK AG for ten years.
お知らせ • Feb 04+ 4 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Nine Months, 2026 Results on Feb 03, 2026AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report nine months, 2026 results on Feb 03, 2026
Reported Earnings • Nov 06Second quarter 2025 earnings released: €0.85 loss per share (vs €1.20 profit in 2Q 2024)Second quarter 2025 results: €0.85 loss per share (down from €1.20 profit in 2Q 2024). Revenue: €450.5m (flat on 2Q 2024). Net loss: €33.1m (down 171% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 24SO.MA.CI.S. S.p.A. agreed to acquire At&S Korea Co. Ltd from AT & S Austria Technologie & Systemtechnik Aktiengesellschaft (WBAG:ATS) for €400 million.SO.MA.CI.S. S.p.A. agreed to acquire At&S Korea Co. Ltd from AT & S Austria Technologie & Systemtechnik Aktiengesellschaft (WBAG:ATS) for €400 million on September 23, 2024. A cash consideration of €405 million will be paid by SO.MA.CI.S. S.p.A. As part of consideration, €405 million is paid towards common equity of At&S Korea Co. Ltd.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Aug 02First quarter 2025 earnings released: €0.88 loss per share (vs €0.18 loss in 1Q 2024)First quarter 2025 results: €0.88 loss per share (further deteriorated from €0.18 loss in 1Q 2024). Revenue: €349.4m (down 3.4% from 1Q 2024). Net loss: €34.0m (loss widened 397% from 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 09Full year 2024 earnings released: €1.40 loss per share (vs €3.03 profit in FY 2023)Full year 2024 results: €1.40 loss per share (down from €3.03 profit in FY 2023). Revenue: €1.55b (down 14% from FY 2023). Net loss: €54.2m (down 146% from profit in FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
New Risk • May 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • Feb 04Third quarter 2024 earnings released: €1.07 loss per share (vs €0.20 loss in 3Q 2023)Third quarter 2024 results: €1.07 loss per share (further deteriorated from €0.20 loss in 3Q 2023). Revenue: €391.2m (down 6.7% from 3Q 2023). Net loss: €41.7m (loss widened 440% from 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Feb 01+ 4 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 03, 2025AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 03, 2025.
New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Jan 21AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2023/24AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2023/24. The company has adjusted its revenue forecast for the current financial year 2023/24 due to lower demand caused by high inventory levels, particularly for servers, as well as an unfavourable product mix and increased price pressure. The company expects to generate annual revenue of around €1.6 billion in the financial year 2023/24 (previously: between €1.7 and €1.9 billion).
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: €1.31 (vs €3.17 in 2Q 2023)Second quarter 2024 results: EPS: €1.31 (down from €3.17 in 2Q 2023). Revenue: €452.2m (down 20% from 2Q 2023). Net income: €51.0m (down 59% from 2Q 2023). Profit margin: 11% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years.
New Risk • Aug 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Aug 03First quarter 2024 earnings released: €0.18 loss per share (vs €2.35 profit in 1Q 2023)First quarter 2024 results: €0.18 loss per share (down from €2.35 profit in 1Q 2023). Revenue: €361.7m (down 28% from 1Q 2023). Net loss: €6.84m (down 108% from profit in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 18Upcoming dividend of €0.40 per share at 1.3% yieldEligible shareholders must have bought the stock before 25 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.3%).
Reported Earnings • Jun 11Full year 2023 earnings released: EPS: €3.03 (vs €2.39 in FY 2022)Full year 2023 results: EPS: €3.03 (up from €2.39 in FY 2022). Revenue: €1.79b (up 13% from FY 2022). Net income: €117.9m (up 27% from FY 2022). Profit margin: 6.6% (up from 5.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% 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 • May 12AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Proposes the Distribution of Dividend for the Financial Year 2022/23AT & S Austria Technologie & Systemtechnik Aktiengesellschaft's Management Board to propose a dividend of EUR 0.40 per share (Previous Year: EUR 0.78 per share and special dividend of EUR 0.12 per share) for the financial year 2022/23 to the 29th Annual General Meeting on July 6, 2023.
Reported Earnings • Feb 07Third quarter 2023 earnings released: €0.077 loss per share (vs €1.06 profit in 3Q 2022)Third quarter 2023 results: €0.077 loss per share (down from €1.06 profit in 3Q 2022). Revenue: €419.1m (down 6.7% from 3Q 2022). Net loss: €3.00m (down 107% from profit in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Revises Earnings Guidance for the Financial Year 2022-2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft revised earnings guidance for the financial year 2022-2023. For the year, due to weak demand, especially in the market for IC substrates, the company expects to generate annual revenues of around €1.8 billion against previous guidance of around €2.1 billion.
お知らせ • Feb 01+ 5 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 04, 2024AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, Annual General Meeting, Jul 04, 2024.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to €37.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: €3.17 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €3.17 (up from €0.55 in 2Q 2022). Revenue: €567.5m (up 49% from 2Q 2022). Net income: €123.3m (up 475% from 2Q 2022). Profit margin: 22% (up from 5.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: €2.35 (vs €0.19 loss in 1Q 2022)First quarter 2023 results: EPS: €2.35 (up from €0.19 loss in 1Q 2022). Revenue: €502.6m (up 58% from 1Q 2022). Net income: €91.3m (up €98.7m from 1Q 2022). Profit margin: 18% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 19Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 28 July 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).
Reported Earnings • May 19Full year 2022 earnings released: EPS: €2.39 (vs €1.01 in FY 2021)Full year 2022 results: EPS: €2.39 (up from €1.01 in FY 2021). Revenue: €1.59b (up 34% from FY 2021). Net income: €92.8m (up 137% from FY 2021). Profit margin: 5.8% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to €53.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 253% over the past three years.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €53.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 283% over the past three years.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to €45.65, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 200% over the past three years.
お知らせ • Feb 02+ 2 more updatesAT & S Austria Technologie & Systemtechnik Aktiengesellschaft to Report Fiscal Year 2023 Results on May 16, 2023AT & S Austria Technologie & Systemtechnik Aktiengesellschaft announced that they will report fiscal year 2023 results on May 16, 2023
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS €0.55 (vs €0.52 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: €379.9m (up 31% from 2Q 2021). Net income: €21.5m (up 7.3% from 2Q 2021). Profit margin: 5.7% (down from 6.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improved over the past weekAfter last week's 21% share price gain to €40.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 109% over the past three years.
Reported Earnings • Aug 08First quarter 2022 earnings released: €0.19 loss per share (vs €0.26 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: €317.7m (up 28% from 1Q 2021). Net loss: €7.35m (loss narrowed 26% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 20Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 27 July 2021. Payment date: 29 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).
Reported Earnings • Jun 13Full year 2021 earnings released: EPS €1.01 (vs €0.30 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €1.19b (up 19% from FY 2020). Net income: €39.1m (up 240% from FY 2020). Profit margin: 3.3% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 20% share price gain to €34.65, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 25x in the Electronic industry in Germany. Total returns to shareholders of 105% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to €30.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 52% over the past three years.
Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS €0.53 (vs €0.092 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €346.0m (up 32% from 3Q 2020). Net income: €20.5m (up 474% from 3Q 2020). Profit margin: 5.9% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Dec 17New 90-day high: €21.70The company is up 34% from its price of €16.20 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €101 per share.
Reported Earnings • Nov 06Second quarter 2021 earnings released: EPS €0.57The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: €289.9m (up 8.3% from 2Q 2020). Net income: €22.1m (down 6.4% from 2Q 2020). Profit margin: 7.6% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to €17.72, the stock is trading at a trailing P/E ratio of 58.1x, up from the previous P/E ratio of 48.6x. This compares to an average P/E of 36x in the Electronic industry in Germany. Total return to shareholders over the past three years is a loss of 6.2%.
Is New 90 Day High Low • Oct 29New 90-day low: €14.84The company is down 4.0% from its price of €15.48 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.55 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €17.92The company is up 18% from its price of €15.22 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.55 per share.