View Financial HealthHalma 配当と自社株買い配当金 基準チェック /06Halma配当を支払う会社であり、現在の利回りは0.51%です。主要情報0.5%配当利回り0.2%バイバック利回り総株主利回り0.7%将来の配当利回り0.7%配当成長6.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向26%最近の配当と自社株買いの更新Upcoming Dividend • Jul 05Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).Declared Dividend • Jun 16Final dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 11th July 2024 Payment date: 16th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. 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 (5.2%). Lower than average of industry peers (1.5%).Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 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 (4.8%). Lower than average of industry peers (1.2%).Upcoming Dividend • Dec 15Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 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 (4.9%). Lower than average of industry peers (1.0%).すべての更新を表示Recent updatesお知らせ • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.お知らせ • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.お知らせ • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026お知らせ • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025お知らせ • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026お知らせ • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.お知らせ • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.お知らせ • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026お知らせ • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.お知らせ • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.お知らせ • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.お知らせ • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.お知らせ • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024Buy Or Sell Opportunity • Nov 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to €30.30. The fair value is estimated to be €25.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.New Risk • Sep 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €738k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jul 05Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).お知らせ • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.Declared Dividend • Jun 16Final dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 11th July 2024 Payment date: 16th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.Reported Earnings • Jun 14Full year 2024 earnings released: EPS: UK£0.71 (vs UK£0.62 in FY 2023)Full year 2024 results: EPS: UK£0.71 (up from UK£0.62 in FY 2023). Revenue: UK£2.03b (up 9.8% from FY 2023). Net income: UK£268.8m (up 15% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 5.6% 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 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.お知らせ • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.お知らせ • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.お知らせ • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.お知らせ • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. 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 (5.2%). Lower than average of industry peers (1.5%).お知らせ • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% 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 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.お知らせ • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.お知らせ • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 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 (4.8%). Lower than average of industry peers (1.2%).Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% 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 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.お知らせ • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.お知らせ • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Upcoming Dividend • Dec 15Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 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 (4.9%). Lower than average of industry peers (1.0%).お知らせ • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% 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 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 13Halma plc Announces Management ChangesHalma Plc appointed Steve Gunning as the new Chief Financial Officer, with effect from January 16. Steve most recently worked as CFO of International Airlines Group. Prior to that, he held several senior commercial and finances roles at the group, including CEO of IAG Cargo and CFO of BA. Steve will succeed the current CFO Marc Ronchetti who was named Chief Executive Designate on June 16, 2022. Ronchetti will become Group Chief Executive in April 2023 when Andrew Williams retires from that role.お知らせ • Oct 07Halma plc (LSE:HLMA) acquired WEETECH GmbH for €57.5 millionHalma plc (LSE:HLMA) acquired WEETECH GmbH for €57.5 million on October 6, 2022. The consideration will be paid in cash and funded from Halma's existing facilities. WEETECH's unaudited revenue for the 12 months to 31 March 2022 was €20.8 million. WEETECH will be led by its current management team and operate as a standalone company within Halma's Safety sector.Halma plc (LSE:HLMA) completed the acquisition of WEETECH GmbH on October 6, 2022.お知らせ • Oct 05Halma plc (LSE:HLMA) acquired IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC for $150 millionHalma plc (LSE:HLMA) acquired IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC for $150 million on September 30, 2022. The initial consideration for IZI is $153.5m (approximately £138m), on a cash- and debt-free basis, and will be paid in cash and funded from Halma's existing facilities. When adjusted for tax benefits with a net present value of approximately $11m (approximately £10m), the net initial consideration is approximately $142.5m (approximately £128m). An additional consideration of up to $14.5m (approximately £13m) is payable in cash, based on IZI's growth in the year to 31 March 2023. IZI's generated revenue for the last twelve months was $32.9 million. IZI will be a standalone company within Halma's Healthcare sector, led by its current management team. Winston & Strawn LLP acted as legal advisor to Shore Capital and IZI. Halma plc (LSE:HLMA) completed the acquisition of IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC on September 30, 2022.お知らせ • Sep 22Halma plc Provides Revenue Guidance for the First Half and Full Year 2023Halma plc announced that the company expects to report good organic constant currency revenue growth in the first half of the year, against a very strong comparative period last year, and Return on Sales in line with levels typically seen in first halves of the years prior to the COVID pandemic. The guidance for revenue growth and Return on Sales for the full financial year to March 2023 is unchanged from that given in results announcement in June.Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% 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 (1.2%).お知らせ • Jun 24+ 1 more updateHalma plc, Annual General Meeting, Jul 21, 2022Halma plc, Annual General Meeting, Jul 21, 2022, at 11:30 Coordinated Universal Time. Location: The King's Fund, No.11 Cavendish Square London United Kingdom Agenda: To receive the Accounts and the Reports of the Directors (including the Strategic Report) and the Auditor for the year ended 31 March 2022; to consider dividend; to approve the Remuneration Report for the year ended 31 March 2022 as set out on pages 133 to 148 of the Annual Report and Accounts 2022; and to consider other matters.Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 16Halma plc Announces Chief Executive Officer ChangesHalma plc announced that Andrew Williams has decided to retire as Group Chief Executive next year, after 18 years in the role. He will be succeeded by Marc Ronchetti, Chief Financial Officer, who is appointed as Chief Executive Designate. Andrew joined Halma in 1994 and was appointed Chief Executive in 2005. Since then, the Group has delivered consistently strong returns for its shareholders. Marc joined Halma in 2016 as Group Financial Controller and was appointed as Chief Financial Officer in 2018.Marc has played a vital role in protecting and evolving the elements of Halma's Sustainable Growth Model, articulating its purpose and culture, and overseeing around 30 acquisitions. Before Halma, Marc was Finance Director of the UK operations of Wolseley plc (now Ferguson plc) and prior to that held various group and divisional roles at Inchcape plc. Marc will continue as Chief Financial Officer, in addition to becoming Chief Executive Designate, until his successor is appointed. Andrew will continue as Halma's Group Chief Executive and support Marc through the transition process until he takes over as Group Chief Executive on 1 April 2023. A search is underway to identify and appoint a successor to Marc as Chief Financial Officer.お知らせ • Apr 15Halma plc (LSE:HLMA) acquired Deep Trekker Inc. for CAD 60 million.Halma plc (LSE:HLMA) acquired Deep Trekker Inc. for CAD 60 million on April 14, 2022. The consideration is paid on a cash and debt free basis and will be funded from Halma's existing facilities. Deep Trekker reported unaudited revenue of CAD 20 million in the year ended December 31, 2021 with Return on Sales above Halma's target range of 18-22%. Deep Trekker will be part of Halma's Environmental & Analysis sector. Halma plc (LSE:HLMA) completed the acquisition of Deep Trekker Inc. on April 14, 2022.Upcoming Dividend • Dec 16Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (0.6%).Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). 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 36% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 24Group Talent recently sold €367k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly €36.71 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Aug 10+ 2 more updatesHalma plc (LSE:HLMA) acquired Sensitron S.r.l. for €21 million.Halma plc (LSE:HLMA) acquired Sensitron S.r.l. for €21 million on August 9, 2021. The consideration is paid on a cash and debt free basis. Sensitron reported unaudited revenue of €8.5 million in the year ended March 31, 2021. Alan Granberg, Constantine Biller, Helmut Laner and Cory Kenny of EC M&A acted as financial advisor to Halma. Halma plc (LSE:HLMA) completed the acquisition of Sensitron S.r.l. on August 9, 2021.Executive Departure • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (€846k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (€70k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.Executive Departure • Jul 23Member of Executive Board & Executive Director Adam Meyers has left the companyOn the 22nd of July, Adam Meyers' tenure as Member of Executive Board & Executive Director ended after 13.3 years in the role. As of March 2021, Adam still personally held 350.48k shares (€9.9m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (0.8%).Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 10Halma plc Provides Revenue Guidance for the Full Year 2022Halma plc provided revenue guidance for the full year 2022. For the year ahead, the company expects markets to continue to recover, albeit at varying rates, while acknowledging that there are potential headwinds including currency, inflation, and supply chain constraints. Organic constant currency revenue for the period from the beginning of January to the end of May is up 10% year-on-year. The company made a good start to the year, order intake is currently ahead of revenue and the same period last year, and also have a good pipeline of potential acquisition opportunities. The company currently expects to deliver full year low double-digit percentage organic constant currency profit growth (prior to any IAS 38 impact8) and a more normal level of return on sales.お知らせ • Apr 28Halma plc (LSE:HLMA) acquired PeriGen, Inc. for $58 million.Halma plc (LSE:HLMA) acquired PeriGen, Inc. for $58 million on April 27, 2021. The cash consideration for PeriGen is $58 million (approximately £42million ), on a cash and debt free basis. PeriGen will be managed as a standalone company and will become part of Halma’s Medical sector. The transaction will be funded from Halma's existing facilities. PeriGen's unaudited revenue for the 12 months to the end of March 2021 was approximately $20 million (approximately £14 million), with return on sales slightly above Halma's target range of 18%-22%. Halma plc (LSE:HLMA) completed the acquisition of PeriGen, Inc. on April 27, 2021.お知らせ • Feb 27Halma plc to Report Fiscal Year 2020 Results on Jun 10, 2021Halma plc announced that they will report fiscal year 2020 results on Jun 10, 2021Is New 90 Day High Low • Feb 16New 90-day high: €30.00The company is up 13% from its price of €26.59 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.73 per share.お知らせ • Feb 10Halma plc Announces Board ChangesHalma plc announced the appointment of Dame Louise Makin as its next Chair. Louise is joining the Board on February 9, 2021, as an independent Non-Executive Director and Chair Designate. She will join the Nomination and Remuneration committees. Louise will replace Paul Walker as Chair in July 2021, when he steps down from the Board after eight years in that role, as previously announced. For 15 years Louise was Chief Executive Officer of BTG plc, the international specialist healthcare company.Is New 90 Day High Low • Jan 27New 90-day high: €29.60The company is up 10.0% from its price of €26.79 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.96 per share.Is New 90 Day High Low • Jan 05New 90-day high: €28.65The company is up 10.0% from its price of €25.95 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.99 per share.お知らせ • Dec 23Halma plc (LSE:HLMA) acquired Static Systems Holdings Limited for £37 million.Halma plc (LSE:HLMA) acquired Static Systems Holdings Limited for £37 million on December 21, 2020. The transaction consideration will be paid in cash on a cash and debt free basis. The deal will funded from Halma's existing facilities. Static Systems reported revenues of £20.1 million for the twelve months to the end of November 2020. Halma plc (LSE:HLMA) completed the acquisition of Static Systems Holdings Limited on December 21, 2020.Reported Earnings • Nov 20First half 2021 earnings released: EPS UK£0.20The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£618.4m (down 5.4% from 1H 2020). Net income: UK£77.3m (down 9.1% from 1H 2020). Profit margin: 13% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Nov 20Revenue misses expectationsRevenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 26% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Nov 10New 90-day high: €28.57The company is up 16% from its price of €24.60 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.76 per share.Is New 90 Day High Low • Oct 12New 90-day high: €26.90The company is up 8.0% from its price of €24.97 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 €8.56 per share.お知らせ • Sep 24Halma plc Announces Management ChangesHalma plc announced that Paul Walker has indicated his intention to retire from his role as Chair of Halma plc, and step down from the Board by July 2021, to take up a new position externally. When he steps down, Paul will have served as Chair for eight years and as a non-executive director for over eight years. His retirement aligns with the board succession plan and the UK Corporate Governance Code requirement that a chair should not remain in post beyond nine years from their first appointment to the board. The Nomination Committee has established a process, led by Tony Rice, Senior Independent Director, to identify and appoint a new Chair as his successor, which will be announced in due course.お知らせ • Sep 23Halma plc to Report First Half, 2021 Results on Nov 19, 2020Halma plc announced that they will report first half, 2021 results on Nov 19, 2020決済の安定と成長配当データの取得安定した配当: H11はGerman市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: H11はGerman市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場Halma 配当利回り対市場H11 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (H11)0.5%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Electronic)1.0%アナリスト予想 (H11) (最長3年)0.7%注目すべき配当: H11の配当金 ( 0.51% ) はGerman市場の配当金支払者の下位 25% ( 1.48% ) と比べると目立ったものではありません。高配当: H11の配当金 ( 0.51% ) はGerman市場の配当金支払者の上位 25% ( 4.58% ) と比較すると低いです。株主への利益配当収益カバレッジ: H11 German市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: H11 German市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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 10:32終値2026/05/06 00:00収益2025/09/30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Halma plc 14 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。31 アナリスト機関Richard PaigeBarclaysJonathan HurnBarclaysAndrew SimmsBerenberg28 その他のアナリストを表示
Upcoming Dividend • Jul 05Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).
Declared Dividend • Jun 16Final dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 11th July 2024 Payment date: 16th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.
Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. 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 (5.2%). Lower than average of industry peers (1.5%).
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 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 (4.8%). Lower than average of industry peers (1.2%).
Upcoming Dividend • Dec 15Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 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 (4.9%). Lower than average of industry peers (1.0%).
お知らせ • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.
お知らせ • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.
お知らせ • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026
お知らせ • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025
お知らせ • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026
お知らせ • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.
お知らせ • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.
お知らせ • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026
お知らせ • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.
お知らせ • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.
お知らせ • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.
お知らせ • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.
お知らせ • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024
Buy Or Sell Opportunity • Nov 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to €30.30. The fair value is estimated to be €25.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.
New Risk • Sep 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €738k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jul 05Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 11 July 2024. Payment date: 16 August 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.8%).
お知らせ • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.
Declared Dividend • Jun 16Final dividend of UK£0.13 announcedShareholders will receive a dividend of UK£0.13. Ex-date: 11th July 2024 Payment date: 16th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.
Reported Earnings • Jun 14Full year 2024 earnings released: EPS: UK£0.71 (vs UK£0.62 in FY 2023)Full year 2024 results: EPS: UK£0.71 (up from UK£0.62 in FY 2023). Revenue: UK£2.03b (up 9.8% from FY 2023). Net income: UK£268.8m (up 15% from FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 5.6% 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 3% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.
お知らせ • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.
お知らせ • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.
お知らせ • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.
お知らせ • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024
Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. 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 (5.2%). Lower than average of industry peers (1.5%).
お知らせ • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.
Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% 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 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.
お知らせ • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.
お知らせ • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 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 (4.8%). Lower than average of industry peers (1.2%).
Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% 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 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.
お知らせ • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.
お知らせ • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.
Upcoming Dividend • Dec 15Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 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 (4.9%). Lower than average of industry peers (1.0%).
お知らせ • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023
Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% 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 12% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 13Halma plc Announces Management ChangesHalma Plc appointed Steve Gunning as the new Chief Financial Officer, with effect from January 16. Steve most recently worked as CFO of International Airlines Group. Prior to that, he held several senior commercial and finances roles at the group, including CEO of IAG Cargo and CFO of BA. Steve will succeed the current CFO Marc Ronchetti who was named Chief Executive Designate on June 16, 2022. Ronchetti will become Group Chief Executive in April 2023 when Andrew Williams retires from that role.
お知らせ • Oct 07Halma plc (LSE:HLMA) acquired WEETECH GmbH for €57.5 millionHalma plc (LSE:HLMA) acquired WEETECH GmbH for €57.5 million on October 6, 2022. The consideration will be paid in cash and funded from Halma's existing facilities. WEETECH's unaudited revenue for the 12 months to 31 March 2022 was €20.8 million. WEETECH will be led by its current management team and operate as a standalone company within Halma's Safety sector.Halma plc (LSE:HLMA) completed the acquisition of WEETECH GmbH on October 6, 2022.
お知らせ • Oct 05Halma plc (LSE:HLMA) acquired IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC for $150 millionHalma plc (LSE:HLMA) acquired IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC for $150 million on September 30, 2022. The initial consideration for IZI is $153.5m (approximately £138m), on a cash- and debt-free basis, and will be paid in cash and funded from Halma's existing facilities. When adjusted for tax benefits with a net present value of approximately $11m (approximately £10m), the net initial consideration is approximately $142.5m (approximately £128m). An additional consideration of up to $14.5m (approximately £13m) is payable in cash, based on IZI's growth in the year to 31 March 2023. IZI's generated revenue for the last twelve months was $32.9 million. IZI will be a standalone company within Halma's Healthcare sector, led by its current management team. Winston & Strawn LLP acted as legal advisor to Shore Capital and IZI. Halma plc (LSE:HLMA) completed the acquisition of IZI Medical Products, Inc. from Shore Capital Healthcare Partners Fund III, L.P. a fund managed by Shore Capital Partners, LLC on September 30, 2022.
お知らせ • Sep 22Halma plc Provides Revenue Guidance for the First Half and Full Year 2023Halma plc announced that the company expects to report good organic constant currency revenue growth in the first half of the year, against a very strong comparative period last year, and Return on Sales in line with levels typically seen in first halves of the years prior to the COVID pandemic. The guidance for revenue growth and Return on Sales for the full financial year to March 2023 is unchanged from that given in results announcement in June.
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% 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 (1.2%).
お知らせ • Jun 24+ 1 more updateHalma plc, Annual General Meeting, Jul 21, 2022Halma plc, Annual General Meeting, Jul 21, 2022, at 11:30 Coordinated Universal Time. Location: The King's Fund, No.11 Cavendish Square London United Kingdom Agenda: To receive the Accounts and the Reports of the Directors (including the Strategic Report) and the Auditor for the year ended 31 March 2022; to consider dividend; to approve the Remuneration Report for the year ended 31 March 2022 as set out on pages 133 to 148 of the Annual Report and Accounts 2022; and to consider other matters.
Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 16Halma plc Announces Chief Executive Officer ChangesHalma plc announced that Andrew Williams has decided to retire as Group Chief Executive next year, after 18 years in the role. He will be succeeded by Marc Ronchetti, Chief Financial Officer, who is appointed as Chief Executive Designate. Andrew joined Halma in 1994 and was appointed Chief Executive in 2005. Since then, the Group has delivered consistently strong returns for its shareholders. Marc joined Halma in 2016 as Group Financial Controller and was appointed as Chief Financial Officer in 2018.Marc has played a vital role in protecting and evolving the elements of Halma's Sustainable Growth Model, articulating its purpose and culture, and overseeing around 30 acquisitions. Before Halma, Marc was Finance Director of the UK operations of Wolseley plc (now Ferguson plc) and prior to that held various group and divisional roles at Inchcape plc. Marc will continue as Chief Financial Officer, in addition to becoming Chief Executive Designate, until his successor is appointed. Andrew will continue as Halma's Group Chief Executive and support Marc through the transition process until he takes over as Group Chief Executive on 1 April 2023. A search is underway to identify and appoint a successor to Marc as Chief Financial Officer.
お知らせ • Apr 15Halma plc (LSE:HLMA) acquired Deep Trekker Inc. for CAD 60 million.Halma plc (LSE:HLMA) acquired Deep Trekker Inc. for CAD 60 million on April 14, 2022. The consideration is paid on a cash and debt free basis and will be funded from Halma's existing facilities. Deep Trekker reported unaudited revenue of CAD 20 million in the year ended December 31, 2021 with Return on Sales above Halma's target range of 18-22%. Deep Trekker will be part of Halma's Environmental & Analysis sector. Halma plc (LSE:HLMA) completed the acquisition of Deep Trekker Inc. on April 14, 2022.
Upcoming Dividend • Dec 16Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (0.6%).
Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). 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 36% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 24Group Talent recently sold €367k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly €36.71 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Aug 10+ 2 more updatesHalma plc (LSE:HLMA) acquired Sensitron S.r.l. for €21 million.Halma plc (LSE:HLMA) acquired Sensitron S.r.l. for €21 million on August 9, 2021. The consideration is paid on a cash and debt free basis. Sensitron reported unaudited revenue of €8.5 million in the year ended March 31, 2021. Alan Granberg, Constantine Biller, Helmut Laner and Cory Kenny of EC M&A acted as financial advisor to Halma. Halma plc (LSE:HLMA) completed the acquisition of Sensitron S.r.l. on August 9, 2021.
Executive Departure • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (€846k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (€70k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.
Executive Departure • Jul 23Member of Executive Board & Executive Director Adam Meyers has left the companyOn the 22nd of July, Adam Meyers' tenure as Member of Executive Board & Executive Director ended after 13.3 years in the role. As of March 2021, Adam still personally held 350.48k shares (€9.9m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (0.8%).
Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 10Halma plc Provides Revenue Guidance for the Full Year 2022Halma plc provided revenue guidance for the full year 2022. For the year ahead, the company expects markets to continue to recover, albeit at varying rates, while acknowledging that there are potential headwinds including currency, inflation, and supply chain constraints. Organic constant currency revenue for the period from the beginning of January to the end of May is up 10% year-on-year. The company made a good start to the year, order intake is currently ahead of revenue and the same period last year, and also have a good pipeline of potential acquisition opportunities. The company currently expects to deliver full year low double-digit percentage organic constant currency profit growth (prior to any IAS 38 impact8) and a more normal level of return on sales.
お知らせ • Apr 28Halma plc (LSE:HLMA) acquired PeriGen, Inc. for $58 million.Halma plc (LSE:HLMA) acquired PeriGen, Inc. for $58 million on April 27, 2021. The cash consideration for PeriGen is $58 million (approximately £42million ), on a cash and debt free basis. PeriGen will be managed as a standalone company and will become part of Halma’s Medical sector. The transaction will be funded from Halma's existing facilities. PeriGen's unaudited revenue for the 12 months to the end of March 2021 was approximately $20 million (approximately £14 million), with return on sales slightly above Halma's target range of 18%-22%. Halma plc (LSE:HLMA) completed the acquisition of PeriGen, Inc. on April 27, 2021.
お知らせ • Feb 27Halma plc to Report Fiscal Year 2020 Results on Jun 10, 2021Halma plc announced that they will report fiscal year 2020 results on Jun 10, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €30.00The company is up 13% from its price of €26.59 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.73 per share.
お知らせ • Feb 10Halma plc Announces Board ChangesHalma plc announced the appointment of Dame Louise Makin as its next Chair. Louise is joining the Board on February 9, 2021, as an independent Non-Executive Director and Chair Designate. She will join the Nomination and Remuneration committees. Louise will replace Paul Walker as Chair in July 2021, when he steps down from the Board after eight years in that role, as previously announced. For 15 years Louise was Chief Executive Officer of BTG plc, the international specialist healthcare company.
Is New 90 Day High Low • Jan 27New 90-day high: €29.60The company is up 10.0% from its price of €26.79 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.96 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €28.65The company is up 10.0% from its price of €25.95 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.99 per share.
お知らせ • Dec 23Halma plc (LSE:HLMA) acquired Static Systems Holdings Limited for £37 million.Halma plc (LSE:HLMA) acquired Static Systems Holdings Limited for £37 million on December 21, 2020. The transaction consideration will be paid in cash on a cash and debt free basis. The deal will funded from Halma's existing facilities. Static Systems reported revenues of £20.1 million for the twelve months to the end of November 2020. Halma plc (LSE:HLMA) completed the acquisition of Static Systems Holdings Limited on December 21, 2020.
Reported Earnings • Nov 20First half 2021 earnings released: EPS UK£0.20The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£618.4m (down 5.4% from 1H 2020). Net income: UK£77.3m (down 9.1% from 1H 2020). Profit margin: 13% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 20Revenue misses expectationsRevenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 5.3%, compared to a 26% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Nov 10New 90-day high: €28.57The company is up 16% from its price of €24.60 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.76 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €26.90The company is up 8.0% from its price of €24.97 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 €8.56 per share.
お知らせ • Sep 24Halma plc Announces Management ChangesHalma plc announced that Paul Walker has indicated his intention to retire from his role as Chair of Halma plc, and step down from the Board by July 2021, to take up a new position externally. When he steps down, Paul will have served as Chair for eight years and as a non-executive director for over eight years. His retirement aligns with the board succession plan and the UK Corporate Governance Code requirement that a chair should not remain in post beyond nine years from their first appointment to the board. The Nomination Committee has established a process, led by Tony Rice, Senior Independent Director, to identify and appoint a new Chair as his successor, which will be announced in due course.
お知らせ • Sep 23Halma plc to Report First Half, 2021 Results on Nov 19, 2020Halma plc announced that they will report first half, 2021 results on Nov 19, 2020