View Future GrowthOrange 過去の業績過去 基準チェック /46Orangeは、平均年間7%の収益成長を遂げていますが、 Telecom業界の収益は、年間 減少しています。収益は、平均年間4.4% 1.1%収益成長率で 減少しています。 Orangeの自己資本利益率は13.7%であり、純利益率は9.6%です。主要情報7.02%収益成長率6.23%EPS成長率Telecom 業界の成長36.30%収益成長率-1.15%株主資本利益率13.65%ネット・マージン9.58%次回の業績アップデート27 Oct 2026最近の業績更新お知らせ • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025Reported Earnings • Jul 26First half 2024 earnings released: EPS: €0.21 (vs €0.29 in 1H 2023)First half 2024 results: EPS: €0.21 (down from €0.29 in 1H 2023). Revenue: €19.8b (up 2.5% from 1H 2023). Net income: €615.0m (down 27% from 1H 2023). Profit margin: 3.1% (down from 4.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024すべての更新を表示Recent updatesお知らせ • Jun 09+ 1 more updateOrange S.A. Announces Appointment of Meinrad Spenger to Executive CommitteeOrange S.A. announced that Meinrad Spenger, Chief Executive Officer of MasOrange, will join the Orange Group’s Executive Committee. This appointment reflected the strategic importance of Spain for the Group and will further leverage his recognized experience in the telecommunications market and his leadership in advancing MasOrange’s development.お知らせ • May 22Orange Announces Board ChangesOrange at its Combined Shareholders’ Meeting held on 19 May 2026, announced the key role of Jacques Aschenbroich as Chairman of the Board of Directors, whose term was coming to an end, was acknowledged, as well as his continued commitment to the Group. Regarding the implementation of the Women on Boards directive for directors representing employees, the Shareholders’ Meeting voted to end the term of Mr. Sébastien Crozier, resulting in the vacancy of his position and his replacement by his substitute, Ms. Hélène Marcy, as a director representing employees. Following the Shareholders’ Meeting, and in accordance with its decision on 20 March 2026, the Board of Directors confirmed Mr. Frédéric Sanchez as Chairman of the Board of Directors for the remaining duration of his term as a director at the Chief Executive Officer, Christel Heydemann’s side. His director’s mandate runs until the end of the Shareholders’ Meeting that will be held to approve the accounts for the fiscal year ending 31 December 2027. Frédéric Sanchez remains Chairman of the unlisted Fives group.お知らせ • Apr 24Orange S.A. Proposes Dividend for 2025, Payable on June 15, 2026Orange S.A. announced that in respect of the 2025 fiscal year, a dividend of €0.75 per share will be proposed at the 2026 Annual Shareholders’ Meeting, with a balance of €0.45 to be paid on June 15, 2026 (ex-dividend date June 11, 2026).お知らせ • Apr 17Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion.Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion on April 17, 2026. The offer covers the acquisition of the majority of assets operated by Altice France-SFR, excluding shareholdings in ACS/Intelcia, XP Fibre, Ultraedge and Altice Technical Services, as well as the Altice France group’s operations in the French overseas departments and regions. Bouygues Telecom, the Free–iliad Group and Orange envisage allocating the targeted activities as follows: The B2B business and customers would be taken over by Bouygues Telecom; The B2C business and customers would be shared between Bouygues Telecom, the Free–iliad Group and Orange; The other assets and resources (in particular infrastructure and spectrum) would be shared between Bouygues Telecom, the Free–iliad Group and Orange, except for SFR’s mobile network in less densely populated areas, which would be taken over by Bouygues Telecom. Altice France has granted an exclusivity period to the Consortium until 15 May 2026 in order to finalize the terms and the transaction documents. The split of price and value between buyers would be around 42% for Bouygues Telecom, 31% for the Free–iliad Group and 27% for Orange. The due diligence phase was initiated in 2026. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then be subject to review by the competent regulatory authorities, in particular with regards to merger control guidelines.お知らせ • Mar 21Orange Announces Board and Committee ChangesOrange Board of Directors has decided to appoint Frédéric Sanchez, an independent director of Orange since 2020 and Chair of the Strategy and Technology Committee, as Chairman of the Board of Directors of Orange at the close of the Annual Shareholders’ Meeting to be held on May 19, 2026. This decision is based on the recommendations of the Governance, Corporate Social and Environmental Responsibility Committee (CGRSE), as well as of the ad hoc committee set up in anticipation of the end of the term of office of Jacques Aschenbroich, who has reached the statutory age limit for serving as Chairman of Orange. The Board of Directors will also propose to this same Annual Shareholders’ Meeting of May 19, 2026 that the term of office of Jacques Aschenbroich as an independent director be renewed so that he may continue to bring to Orange his in-depth knowledge of the Group, acquired over the past few years, together with his extensive experience. Born in 1960, Frédéric Sanchez is Chairman of the Fives group, which he joined in 1990 and within which he has held various positions before becoming Chief Financial Officer in 1994, then Chief Executive Officer in 1997 and finally Chairman of the Executive Board in 2002. Under his leadership, the Fives group has accelerated its development by strengthening its international presence and diversifying its business portfolio through major acquisitions and the opening of regional offices in Asia, Latin America and the Middle East. Frédéric Sanchez is a graduate of HEC Paris and Sciences Po Paris and holds a postgraduate degree (DEA) in economics from Paris-Dauphine University.お知らせ • Mar 17Orange Business Unveils Next-Generation Innovation with Launch of Trusted Ai, Cloud and Secure Connectivity OffersOrange Business convened over 1,000 customers at the Orange Business Summit 2026, unveiling a portfolio of trusted technological innovations designed to empower enterprises to adapt, operate autonomously, and most importantly ensure business continuity in an ever-evolving, unpredictable world. Four new solutions will be introduced, based on trusted cloud-based environments and powered by AI. The Orange Business Summit will feature cutting-edge demonstrations across trusted connectivity, cloud, cybersecurity, and AI, empowering customers to confront business-critical challenges directly while future-proofing their strategies. With 14 breakthrough innovations on show, attendees will gain insights from industry leaders on trusted AI, responsible innovation and enhanced customer experience. The event will also spotlight real-world customer success stories shaping the future of technology. The latest announcements underscoring Orange Business’s advanced capabilities include: Debuting Orange Drone Guardian – Europe’s first anti-drone as-a-Service solution. Orange Drone Guardian detects, identifies and classifies intrusive drones in low-altitude airspace across France, with plans to extend coverage to additional European countries. Designed for operators of critical infrastructure, public authorities and major event organizers, it leverages a sovereign infrastructure operated by Orange combined with its advanced detection technologies. Orange Business is extending the capabilities of Live Intelligence, a plug-and-play generative AI platform, to support customers with trusted AI agents. Through Live Intelligence Studio, customers can now take their first step into the agentic era by developing, deploying and managing intelligent AI agents securely in a trusted infrastructure to automate tasks and analyze data with a human touch. Orange Business is integrating trust and AI into enterprise communications. This will enhance operational efficiency, strengthen security against increasingly sophisticated threats and drive deeper, more trusted personal engagement between customers and employees. Key features include branded calling, deepfake detection, AI-augmented customer care and agentic telephony. Live Collaboration is a trusted set of modular sovereign collaboration tools designed to address increasing cloud spend, vendor lock-in and new digital vulnerabilities. It consolidates core professional collaboration tasks, including messaging, calendars, document co-editing, video conferencing and intranet into a single unified platform. Operated end-to-end by Orange and hosted on Cloud Avenue SecNum, Live Collaboration will give enterprises more control over their data, their costs and architectural choices.お知らせ • Feb 21+ 1 more updateOrange S.A. Provides Dividend Guidance for the Year 2028Orange S.A. provided dividend guidance of Progressive dividend growth. New floor of 0.85 in 2028 (payable in 2029) for the year 2028.お知らせ • Oct 16Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion.Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion October 14, 2025. Bouygues Telecom, Free-iliad Group and Orange acquiring a range of activities from the Altice group in France. It covers most of SFR's assets, but excludes, in particular, stakes in Intelcia, UltraEdge and XP Fibre and Altice Technical Services, as well as the Altice group's activities in French overseas departments and regions. The split of price and value would be around 43% for Bouygues Telecom, 30% for Free-iliad Group and 27% for Orange. Subject to the seller's acceptance of the non-binding offer, the submission of a confirmatory offer will be conditional upon the completion of due diligence, as well as a financial and operational assessment confirming the assumptions of the indicative offer. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then have to be cleared by the relevant regulatory authorities before it can be completed. As on October 14, 2025 the acquisition bid was rejected by Altice France, however Bouygues Telecom, Free-iliad Group and Orange will maintain their offer and wish to engage in constructive dialogue with the Altice group and its shareholders in order to assess how this project could progress going forward.お知らせ • Oct 07Orange Reportedly Looks to Sell a Stake in Several Data Centres in FrancePrivate capital firms are seeking to cash in on the US-driven artificial intelligence boom, launching EUR 17 Billion of European data centre sales in a matter of weeks. Telecoms group Orange S.A. (ENXTPA:ORA) is looking to sell a stake in several data centres in France, according to people familiar with the process. While another person said it was too early to put a valuation on the data centres being offloaded by the French group Orange. Orange declined to comment.お知らせ • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Jul 10Eye-Net Mobile Ltd. in Collaboration with Orange's Mobile Application, Achieves 99% Detection Rate in French Urban Mobility TrialsForesight Autonomous Holdings Ltd. announced that its wholly-owned subsidiary, Eye-Net Mobile Ltd. has successfully completed the first phase of a landmark mobility trial in Bordeaux, France. The trial involved a mobile app developed by Orange S.A., one of the world's leading telecommunications companies, alongside other urban applications as part of Eye-Net's collaboration with Software Republique. This follows the agreement with Software Republique to enable smart mobility solutions for efficient urban mobility in France, as announced by the Company on November 27, 2024. The Bordeaux trial, conducted in collaboration with Renault Group, Orange S.A., Keolis Bordeaux Metropole Mobilite, Bordeaux INP, Allianz SE and Eviden, aims to address the evolving challenges of urban mobility and represents a significant step forward in the Eye-Net's mission to enhance road safety for all urban road users, including drivers, cyclists, and pedestrians.clists reported increased confidence when navigating busy urban routes, while drivers appreciated the added layer of awareness provided by real-time alerts.お知らせ • Apr 30Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA).Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA) on April 30, 2025. The transaction is expected to be completed by end of 2025.お知らせ • Mar 21BT Group Approaches AT&T, Orange over Global Unit Tie-UpBT Group plc (LSE:BT.A) has approached major telecommunications companies about partnerships to help turn around its struggling international business, according to people familiar with the matter. The UK-based operator approached potential partners including AT&T Inc. (NYSE:T) and Orange S.A. (ENXTPA:ORA) to explore tie-ups that could involve selling a stake in its global segment, the people said, asking not to be identified because the discussions are private. Deliberations are preliminary and there’s no guarantee of a transaction, the people said.お知らせ • Feb 26Orange S.A., Annual General Meeting, May 31, 2025Orange S.A., Annual General Meeting, May 31, 2025. Location: salle pleyel, 252 rue du faubourg saint honore, paris Franceお知らせ • Oct 24+ 1 more updateOrange S.A. Announces Interim Dividend for 2024, Payable on 5 December 2024On 5 December 2024, Orange will pay an interim dividend in cash of EUR 0.30 per share for 2024.お知らせ • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025New Risk • Jul 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (70% net debt to equity). Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.Reported Earnings • Jul 26First half 2024 earnings released: EPS: €0.21 (vs €0.29 in 1H 2023)First half 2024 results: EPS: €0.21 (down from €0.29 in 1H 2023). Revenue: €19.8b (up 2.5% from 1H 2023). Net income: €615.0m (down 27% from 1H 2023). Profit margin: 3.1% (down from 4.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 24Orange S.A. (ENXTPA:ORA) commences an Equity Buyback Plan for 265,886,460 shares, representing 10% for €6,384.14 million, under the authorization approved on May 22, 2024.Orange S.A. (ENXTPA:ORA) commences share repurchases on June 21, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 22, 2024. As per the mandate, the company is authorized to repurchase 265,561,359 shares, representing 10% of its issued share capital, for a total of €6,384.14 million. The company will not repurchase more than 10% of its issued share capital at any given point in time. The maximum price which may be paid for an ordinary share shall not exceed €24 per share. The purpose of the buyback is to allocate shares to the employees of the company, its affiliates and its group entities as part of the company’s profit sharing scheme, any stock purchase or stock option plan or program, including any free share awards, for the benefit of the employees and directors and officers or some of them, or any of the group’s employee shareholding plan and/or to provide liquidity to the shares and/or to keep shares for subsequent exchange or for payment as part of potential external growth transactions and/or to reduce the capital of the company. The authority shall be valid for 18 months. As of May 22, 2024, the company had 2,660,056,599 issued shares and 119,200 shares in treasury.Upcoming Dividend • May 28Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 06 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%).お知らせ • Apr 24Orange S.A. Proposes Dividend Guidance for the Year 2024Orange S.A. proposed dividend guidance for the year 2024. The company Proposed to increase the 2024 dividend payable in 2025 to EUR 0.75 per share, including an interim dividend of EUR 0.30 in December 2024.Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Declared Dividend • Feb 28Final dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 4th June 2024 Payment date: 6th June 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Feb 16Orange S.A. Announces Dividend for the 2023 Fiscal YearOrange S.A. announced that the Shareholders’ Meeting on 22 May 2024 will decide on the payment of a dividend for the 2023 fiscal year of 0.72 euros per share (payable in 2024).お知らせ • Feb 13Orange S.A., Annual General Meeting, May 22, 2024Orange S.A., Annual General Meeting, May 22, 2024. Location: Salle Pleyel, 252 Rue du Faubourg Saint-Honoré, 75008 Paris Paris FranceUpcoming Dividend • Nov 27Upcoming dividend of €0.30 per share at 6.3% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 06 December 2023. The company is paying out more than 100% of its profits and is paying out 78% of its cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.0%).お知らせ • Oct 26Orange, Masmovil Reportedly to Sell Assets to Digi as Remedy for Tie-Up DealOrange S.A. (ENXTPA:ORA) and Spanish peer MásMóvil Ibercom, S.A. have picked Digi Communications N.V. (BVB:DIGI) to buy assets they plan to divest to address EU antitrust concerns over their Spanish tie-up, two people with knowledge of the matter said on October 24, 2023. The deal is seen as an important test case of whether EU antitrust regulators will relax their tough approach towards mergers that shrink the number of mobile players in a country from four to three. Regulators worry that this may reduce competition. Orange and MasMovil, the second and fourth-largest telecoms providers in Spain, announced the deal, which has an enterprise value of EUR 18.6 billion ($19.7 billion), in July 2022. The European Commission in June warned the companies that the deal, which will reduce the number of mobile players in Spain from four to three, may reduce competition and push up prices in Spain. The EU competition enforcer, which halted its investigation into the deal in July while waiting for the companies to provide requested information, and MasMovil declined to comment on October 24, 2023. There are several companies in talks with Orange and MasMovil to acquire any assets to be divested to allay antitrust concerns. The Commission backs Digi, the people, who have direct knowledge, said. Orange said discussions were continuing with the Commission. "It is not up to Orange to validate the potential remedy taker and remedies. This is up to the Commission. We cannot comment on the details or nature of the ongoing discussions," an Orange spokesperson said. Orange and MasMovil plan to divest spectrum, a customers unit and a brand, as well as offer Digi access to infrastructure, the people said. The package has not been finalised yet and some elements could change. Orange has previously said its European masts company TOTEM was not part of the deal with MasMovil. Orange and MasMovil, which compete with Telefonica (TEF.MC) and Vodafone (VOD.L) in Spain, had been talking to a number of potential buyers of the assets including Digi, Avatel and other smaller rivals in recent months.お知らせ • Oct 25+ 1 more updateOrange S.A. Confirms an Interim Dividend Cash Payment for 2023, Payable on 6 December 2023Orange S.A. has confirmed an interim dividend cash payment for 2023 of EUR 0.30 per share, which will take place on 6 December 2023.お知らせ • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024お知らせ • Jul 29Orange S.A. Announces Interim Dividend in Respect of 2023, Payable on December 6, 2023Orange S.A. at its meeting held on July 25, 2023, the Board of Directors resolved to distribute an interim dividend of EUR 0.30 per share in respect of 2023. This interim dividend will be paid in cash on December 6, 2023. The estimated payment amounts to EUR 798 million based on the number of ordinary share outstanding at June 30, 2023.New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.7% Last year net profit margin: 9.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (73% net debt to equity). Dividend is not well covered by earnings (116% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.30 (vs €0.42 in 1H 2022)First half 2023 results: EPS: €0.30 (down from €0.42 in 1H 2022). Revenue: €21.5b (up 1.2% from 1H 2022). Net income: €877.0m (down 28% from 1H 2022). Profit margin: 4.1% (down from 5.7% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jul 26Orange S.A. to Report Q3, 2023 Results on Oct 24, 2023Orange S.A. announced that they will report Q3, 2023 results on Oct 24, 2023Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 6.1% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. Payout ratio and cash payout ratio are on the higher end at 96% and 84% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).お知らせ • May 24Orange S.A. Appoints Momar Nguer and Gilles Grapinet to Its Board of DirectorsOrange S.A. announced that at its 2023 Combined Shareholders’ Meeting held on 23 May 2023, approved resolution of appointment of two new directors, Momar Nguer and Gilles Grapinet, who will strengthen the skills and expertise of the Board. Momar Nguer will bring his international expertise to the Board, having worked for TotalEnerges in Africa and France for many years. His experience in the governance of large groups will strengthen Orange’s Governance and Corporate Social Responsibility Committee (CGRSE), chaired by Anne-Gabrielle Heilbronner. Gilles Grapinet will strengthen the Board’s financial expertise. Gilles Grapinet, currently CEO of Worldline, is an Inspector of Public Finances. He has acquired expertise in financial governance - internal control, audit, compliance, and quality of financial information - over the course of his career and it was therefore decided to appoint him as Chairman and financial expert of the Group’s Audit Committee. The company also warmly thanked Jean-Michel Severino and Bernard Ramanantsoa for their exceptional contribution to the work of the Board of Directors during their respective terms of office.Reported Earnings • Apr 05Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €1.95b (up €1.94b from FY 2021). Profit margin: 4.5% (up from 0% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 19Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €2.15b (up €2.14b from FY 2021). Profit margin: 4.9% (up from 0% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Feb 17+ 1 more updateOrange S.A., Annual General Meeting, May 23, 2023Orange S.A., Annual General Meeting, May 23, 2023, at 16:00 Central European Standard Time. Agenda: To consider and approve the payment of a dividend; and to consider other matters.Upcoming Dividend • Nov 28Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.3%).お知らせ • Oct 25+ 1 more updateOrange S.A. to Report Q1, 2023 Results on Apr 27, 2023Orange S.A. announced that they will report Q1, 2023 results on Apr 27, 2023Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €2.77b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • May 31Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.3%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.003 (vs €1.72 in FY 2020)Full year 2021 results: EPS: €0.003 (down from €1.72 in FY 2020). Revenue: €42.5b (flat on FY 2020). Net income: €8.00m (down 100% from FY 2020). Profit margin: 0% (down from 11% in FY 2020). Over the next year, revenue is forecast to grow 1.5%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Feb 18Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €42.5b (flat on FY 2020). Net income: €233.0m (down 95% from FY 2020). Profit margin: 0.5% (down from 11% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 2.5% growth forecast for the industry in Germany.お知らせ • Feb 11Orange S.A. to Report Q1, 2022 Results on Apr 26, 2022Orange S.A. announced that they will report Q1, 2022 results on Apr 26, 2022お知らせ • Feb 09Orange Reportedly in Talks to Merge Its Spanish Unit with Rival MasMovilOrange S.A. (ENXTPA:ORA) is exploring merging its Spanish unit, the country's second largest, with local rival MásMóvil Ibercom, S.A., Expansion newspaper reported on February 8, 2022, citing unidentified market sources. The merger plan considers granting 50% in the new company to Orange on one hand and MasMovil's shareholders -buyout funds KKR (KKR.N), Cinven and Providence- on the other, the newspaper said. The resulting company, between the second and fourth largest operators, would approach in size historic operator Telefonica (TEF.MC) and leave behind Vodafone (VOD.L), currently the third one, the newspaper said. Top officials at European carriers have repeatedly called for market consolidation to reduce competition and boost operators' profitability at a time they need cash to invest into the rollout of 5G mobile telecom infrastructure. Orange and MasMovil spokespeople declined to comment.お知らせ • Jan 31+ 1 more updateOrange S.A., Annual General Meeting, May 19, 2022Orange S.A., Annual General Meeting, May 19, 2022.Upcoming Dividend • Dec 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 December 2021. Payment date: 15 December 2021. Trailing yield: 7.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (3.7%).Upcoming Dividend • Jun 08Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 17 June 2021. Trailing yield: 6.7%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.4%).収支内訳Orange の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:FTE 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Jun 2641,4913,974746031 Mar 2640,9442,151746031 Dec 2540,396327746030 Jun 2540,274911458031 Mar 2540,2671,439634031 Dec 2440,2601,967810030 Jun 2440,1651,833820031 Mar 2439,9221,948815031 Dec 2339,6782,062809030 Sep 2341,7281,902866030 Jun 2341,5261,572881031 Mar 2342,4991,759910031 Dec 2239,1271,901848030 Sep 2243,2122,9711,133030 Jun 2242,9523,9951,328031 Mar 2242,7372,0021,129031 Dec 2142,5228930030 Sep 2142,445440909030 Jun 2142,368871887031 Mar 2142,3192,719887031 Dec 2042,2704,567887030 Sep 2042,3523,596976030 Jun 2042,4342,6241,064031 Mar 2042,3362,6801,064031 Dec 1942,2382,7361,064030 Sep 1941,9652,3241,548030 Jun 1941,6921,9112,031031 Mar 1941,5371,7862,031031 Dec 1841,3811,6612,031030 Jun 1841,0331,7351,993031 Mar 1840,9461,6411,993031 Dec 1740,8591,5471,993030 Jun 1740,927772,050031 Mar 1740,9232362,050031 Dec 1640,7082732,050030 Sep 1640,8381,2321,550030 Jun 1640,7582,2801,049031 Mar 1640,4972,1491,531031 Dec 1540,2361,9122,0130質の高い収益: FTEには€1.9B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。利益率の向上: FTEの現在の純利益率 (9.6%)は、昨年(2.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: FTEの収益は過去 5 年間で年間7%増加しました。成長の加速: FTEの過去 1 年間の収益成長率 ( 336.2% ) は、5 年間の平均 ( 年間7%を上回っています。収益対業界: FTEの過去 1 年間の収益成長率 ( 336.2% ) はTelecom業界-27%を上回りました。株主資本利益率高いROE: FTEの 自己資本利益率 ( 13.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTelecom 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 04:12終値2026/07/31 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Orange S.A. 15 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。41 アナリスト機関Andrew Charles BealeArete Research Services LLPnull nullArgus Research CompanyAlvaro del Pozo MarotoBanco de Sabadell. S.A.38 その他のアナリストを表示
お知らせ • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €0.21 (vs €0.29 in 1H 2023)First half 2024 results: EPS: €0.21 (down from €0.29 in 1H 2023). Revenue: €19.8b (up 2.5% from 1H 2023). Net income: €615.0m (down 27% from 1H 2023). Profit margin: 3.1% (down from 4.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024
お知らせ • Jun 09+ 1 more updateOrange S.A. Announces Appointment of Meinrad Spenger to Executive CommitteeOrange S.A. announced that Meinrad Spenger, Chief Executive Officer of MasOrange, will join the Orange Group’s Executive Committee. This appointment reflected the strategic importance of Spain for the Group and will further leverage his recognized experience in the telecommunications market and his leadership in advancing MasOrange’s development.
お知らせ • May 22Orange Announces Board ChangesOrange at its Combined Shareholders’ Meeting held on 19 May 2026, announced the key role of Jacques Aschenbroich as Chairman of the Board of Directors, whose term was coming to an end, was acknowledged, as well as his continued commitment to the Group. Regarding the implementation of the Women on Boards directive for directors representing employees, the Shareholders’ Meeting voted to end the term of Mr. Sébastien Crozier, resulting in the vacancy of his position and his replacement by his substitute, Ms. Hélène Marcy, as a director representing employees. Following the Shareholders’ Meeting, and in accordance with its decision on 20 March 2026, the Board of Directors confirmed Mr. Frédéric Sanchez as Chairman of the Board of Directors for the remaining duration of his term as a director at the Chief Executive Officer, Christel Heydemann’s side. His director’s mandate runs until the end of the Shareholders’ Meeting that will be held to approve the accounts for the fiscal year ending 31 December 2027. Frédéric Sanchez remains Chairman of the unlisted Fives group.
お知らせ • Apr 24Orange S.A. Proposes Dividend for 2025, Payable on June 15, 2026Orange S.A. announced that in respect of the 2025 fiscal year, a dividend of €0.75 per share will be proposed at the 2026 Annual Shareholders’ Meeting, with a balance of €0.45 to be paid on June 15, 2026 (ex-dividend date June 11, 2026).
お知らせ • Apr 17Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion.Bouygues Telecom SA, FREE SAS and Orange S.A. (ENXTPA:ORA) proposed to acquire Société Française de Radiotéléphone (SFR) SA from Altice France S.A. for an enterprise value of €20.4 billion on April 17, 2026. The offer covers the acquisition of the majority of assets operated by Altice France-SFR, excluding shareholdings in ACS/Intelcia, XP Fibre, Ultraedge and Altice Technical Services, as well as the Altice France group’s operations in the French overseas departments and regions. Bouygues Telecom, the Free–iliad Group and Orange envisage allocating the targeted activities as follows: The B2B business and customers would be taken over by Bouygues Telecom; The B2C business and customers would be shared between Bouygues Telecom, the Free–iliad Group and Orange; The other assets and resources (in particular infrastructure and spectrum) would be shared between Bouygues Telecom, the Free–iliad Group and Orange, except for SFR’s mobile network in less densely populated areas, which would be taken over by Bouygues Telecom. Altice France has granted an exclusivity period to the Consortium until 15 May 2026 in order to finalize the terms and the transaction documents. The split of price and value between buyers would be around 42% for Bouygues Telecom, 31% for the Free–iliad Group and 27% for Orange. The due diligence phase was initiated in 2026. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then be subject to review by the competent regulatory authorities, in particular with regards to merger control guidelines.
お知らせ • Mar 21Orange Announces Board and Committee ChangesOrange Board of Directors has decided to appoint Frédéric Sanchez, an independent director of Orange since 2020 and Chair of the Strategy and Technology Committee, as Chairman of the Board of Directors of Orange at the close of the Annual Shareholders’ Meeting to be held on May 19, 2026. This decision is based on the recommendations of the Governance, Corporate Social and Environmental Responsibility Committee (CGRSE), as well as of the ad hoc committee set up in anticipation of the end of the term of office of Jacques Aschenbroich, who has reached the statutory age limit for serving as Chairman of Orange. The Board of Directors will also propose to this same Annual Shareholders’ Meeting of May 19, 2026 that the term of office of Jacques Aschenbroich as an independent director be renewed so that he may continue to bring to Orange his in-depth knowledge of the Group, acquired over the past few years, together with his extensive experience. Born in 1960, Frédéric Sanchez is Chairman of the Fives group, which he joined in 1990 and within which he has held various positions before becoming Chief Financial Officer in 1994, then Chief Executive Officer in 1997 and finally Chairman of the Executive Board in 2002. Under his leadership, the Fives group has accelerated its development by strengthening its international presence and diversifying its business portfolio through major acquisitions and the opening of regional offices in Asia, Latin America and the Middle East. Frédéric Sanchez is a graduate of HEC Paris and Sciences Po Paris and holds a postgraduate degree (DEA) in economics from Paris-Dauphine University.
お知らせ • Mar 17Orange Business Unveils Next-Generation Innovation with Launch of Trusted Ai, Cloud and Secure Connectivity OffersOrange Business convened over 1,000 customers at the Orange Business Summit 2026, unveiling a portfolio of trusted technological innovations designed to empower enterprises to adapt, operate autonomously, and most importantly ensure business continuity in an ever-evolving, unpredictable world. Four new solutions will be introduced, based on trusted cloud-based environments and powered by AI. The Orange Business Summit will feature cutting-edge demonstrations across trusted connectivity, cloud, cybersecurity, and AI, empowering customers to confront business-critical challenges directly while future-proofing their strategies. With 14 breakthrough innovations on show, attendees will gain insights from industry leaders on trusted AI, responsible innovation and enhanced customer experience. The event will also spotlight real-world customer success stories shaping the future of technology. The latest announcements underscoring Orange Business’s advanced capabilities include: Debuting Orange Drone Guardian – Europe’s first anti-drone as-a-Service solution. Orange Drone Guardian detects, identifies and classifies intrusive drones in low-altitude airspace across France, with plans to extend coverage to additional European countries. Designed for operators of critical infrastructure, public authorities and major event organizers, it leverages a sovereign infrastructure operated by Orange combined with its advanced detection technologies. Orange Business is extending the capabilities of Live Intelligence, a plug-and-play generative AI platform, to support customers with trusted AI agents. Through Live Intelligence Studio, customers can now take their first step into the agentic era by developing, deploying and managing intelligent AI agents securely in a trusted infrastructure to automate tasks and analyze data with a human touch. Orange Business is integrating trust and AI into enterprise communications. This will enhance operational efficiency, strengthen security against increasingly sophisticated threats and drive deeper, more trusted personal engagement between customers and employees. Key features include branded calling, deepfake detection, AI-augmented customer care and agentic telephony. Live Collaboration is a trusted set of modular sovereign collaboration tools designed to address increasing cloud spend, vendor lock-in and new digital vulnerabilities. It consolidates core professional collaboration tasks, including messaging, calendars, document co-editing, video conferencing and intranet into a single unified platform. Operated end-to-end by Orange and hosted on Cloud Avenue SecNum, Live Collaboration will give enterprises more control over their data, their costs and architectural choices.
お知らせ • Feb 21+ 1 more updateOrange S.A. Provides Dividend Guidance for the Year 2028Orange S.A. provided dividend guidance of Progressive dividend growth. New floor of 0.85 in 2028 (payable in 2029) for the year 2028.
お知らせ • Oct 16Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion.Bouygues SA (ENXTPA:EN), FREE SAS and Orange S.A. (ENXTPA:ORA) submit a joint non-binding offer to acquire large part of the telecommunications activities of the Altice group in France from Altice International S.à r.l. for an enterprise value of €17 billion October 14, 2025. Bouygues Telecom, Free-iliad Group and Orange acquiring a range of activities from the Altice group in France. It covers most of SFR's assets, but excludes, in particular, stakes in Intelcia, UltraEdge and XP Fibre and Altice Technical Services, as well as the Altice group's activities in French overseas departments and regions. The split of price and value would be around 43% for Bouygues Telecom, 30% for Free-iliad Group and 27% for Orange. Subject to the seller's acceptance of the non-binding offer, the submission of a confirmatory offer will be conditional upon the completion of due diligence, as well as a financial and operational assessment confirming the assumptions of the indicative offer. The transaction will be subject to prior consultation with the relevant employee representative bodies. It will then have to be cleared by the relevant regulatory authorities before it can be completed. As on October 14, 2025 the acquisition bid was rejected by Altice France, however Bouygues Telecom, Free-iliad Group and Orange will maintain their offer and wish to engage in constructive dialogue with the Altice group and its shareholders in order to assess how this project could progress going forward.
お知らせ • Oct 07Orange Reportedly Looks to Sell a Stake in Several Data Centres in FrancePrivate capital firms are seeking to cash in on the US-driven artificial intelligence boom, launching EUR 17 Billion of European data centre sales in a matter of weeks. Telecoms group Orange S.A. (ENXTPA:ORA) is looking to sell a stake in several data centres in France, according to people familiar with the process. While another person said it was too early to put a valuation on the data centres being offloaded by the French group Orange. Orange declined to comment.
お知らせ • Sep 19+ 3 more updatesOrange S.A. to Report Q1, 2026 Results on Apr 23, 2026Orange S.A. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Jul 10Eye-Net Mobile Ltd. in Collaboration with Orange's Mobile Application, Achieves 99% Detection Rate in French Urban Mobility TrialsForesight Autonomous Holdings Ltd. announced that its wholly-owned subsidiary, Eye-Net Mobile Ltd. has successfully completed the first phase of a landmark mobility trial in Bordeaux, France. The trial involved a mobile app developed by Orange S.A., one of the world's leading telecommunications companies, alongside other urban applications as part of Eye-Net's collaboration with Software Republique. This follows the agreement with Software Republique to enable smart mobility solutions for efficient urban mobility in France, as announced by the Company on November 27, 2024. The Bordeaux trial, conducted in collaboration with Renault Group, Orange S.A., Keolis Bordeaux Metropole Mobilite, Bordeaux INP, Allianz SE and Eviden, aims to address the evolving challenges of urban mobility and represents a significant step forward in the Eye-Net's mission to enhance road safety for all urban road users, including drivers, cyclists, and pedestrians.clists reported increased confidence when navigating busy urban routes, while drivers appreciated the added layer of awareness provided by real-time alerts.
お知らせ • Apr 30Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA).Shiftmove GmbH agreed to acquire Ocean from Orange S.A. (ENXTPA:ORA) on April 30, 2025. The transaction is expected to be completed by end of 2025.
お知らせ • Mar 21BT Group Approaches AT&T, Orange over Global Unit Tie-UpBT Group plc (LSE:BT.A) has approached major telecommunications companies about partnerships to help turn around its struggling international business, according to people familiar with the matter. The UK-based operator approached potential partners including AT&T Inc. (NYSE:T) and Orange S.A. (ENXTPA:ORA) to explore tie-ups that could involve selling a stake in its global segment, the people said, asking not to be identified because the discussions are private. Deliberations are preliminary and there’s no guarantee of a transaction, the people said.
お知らせ • Feb 26Orange S.A., Annual General Meeting, May 31, 2025Orange S.A., Annual General Meeting, May 31, 2025. Location: salle pleyel, 252 rue du faubourg saint honore, paris France
お知らせ • Oct 24+ 1 more updateOrange S.A. Announces Interim Dividend for 2024, Payable on 5 December 2024On 5 December 2024, Orange will pay an interim dividend in cash of EUR 0.30 per share for 2024.
お知らせ • Oct 19+ 2 more updatesOrange S.A. to Report Fiscal Year 2024 Results on Feb 13, 2025Orange S.A. announced that they will report fiscal year 2024 results on Feb 13, 2025
New Risk • Jul 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (70% net debt to equity). Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €0.21 (vs €0.29 in 1H 2023)First half 2024 results: EPS: €0.21 (down from €0.29 in 1H 2023). Revenue: €19.8b (up 2.5% from 1H 2023). Net income: €615.0m (down 27% from 1H 2023). Profit margin: 3.1% (down from 4.4% in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 24Orange S.A. (ENXTPA:ORA) commences an Equity Buyback Plan for 265,886,460 shares, representing 10% for €6,384.14 million, under the authorization approved on May 22, 2024.Orange S.A. (ENXTPA:ORA) commences share repurchases on June 21, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 22, 2024. As per the mandate, the company is authorized to repurchase 265,561,359 shares, representing 10% of its issued share capital, for a total of €6,384.14 million. The company will not repurchase more than 10% of its issued share capital at any given point in time. The maximum price which may be paid for an ordinary share shall not exceed €24 per share. The purpose of the buyback is to allocate shares to the employees of the company, its affiliates and its group entities as part of the company’s profit sharing scheme, any stock purchase or stock option plan or program, including any free share awards, for the benefit of the employees and directors and officers or some of them, or any of the group’s employee shareholding plan and/or to provide liquidity to the shares and/or to keep shares for subsequent exchange or for payment as part of potential external growth transactions and/or to reduce the capital of the company. The authority shall be valid for 18 months. As of May 22, 2024, the company had 2,660,056,599 issued shares and 119,200 shares in treasury.
Upcoming Dividend • May 28Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 06 June 2024. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%).
お知らせ • Apr 24Orange S.A. Proposes Dividend Guidance for the Year 2024Orange S.A. proposed dividend guidance for the year 2024. The company Proposed to increase the 2024 dividend payable in 2025 to EUR 0.75 per share, including an interim dividend of EUR 0.30 in December 2024.
Reported Earnings • Apr 02Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.27b (up 16% from FY 2022). Profit margin: 5.1% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Declared Dividend • Feb 28Final dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 4th June 2024 Payment date: 6th June 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €0.85 (vs €0.73 in FY 2022)Full year 2023 results: EPS: €0.85 (up from €0.73 in FY 2022). Revenue: €44.1b (up 1.5% from FY 2022). Net income: €2.44b (up 25% from FY 2022). Profit margin: 5.5% (up from 4.5% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Feb 16Orange S.A. Announces Dividend for the 2023 Fiscal YearOrange S.A. announced that the Shareholders’ Meeting on 22 May 2024 will decide on the payment of a dividend for the 2023 fiscal year of 0.72 euros per share (payable in 2024).
お知らせ • Feb 13Orange S.A., Annual General Meeting, May 22, 2024Orange S.A., Annual General Meeting, May 22, 2024. Location: Salle Pleyel, 252 Rue du Faubourg Saint-Honoré, 75008 Paris Paris France
Upcoming Dividend • Nov 27Upcoming dividend of €0.30 per share at 6.3% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 06 December 2023. The company is paying out more than 100% of its profits and is paying out 78% of its cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.0%).
お知らせ • Oct 26Orange, Masmovil Reportedly to Sell Assets to Digi as Remedy for Tie-Up DealOrange S.A. (ENXTPA:ORA) and Spanish peer MásMóvil Ibercom, S.A. have picked Digi Communications N.V. (BVB:DIGI) to buy assets they plan to divest to address EU antitrust concerns over their Spanish tie-up, two people with knowledge of the matter said on October 24, 2023. The deal is seen as an important test case of whether EU antitrust regulators will relax their tough approach towards mergers that shrink the number of mobile players in a country from four to three. Regulators worry that this may reduce competition. Orange and MasMovil, the second and fourth-largest telecoms providers in Spain, announced the deal, which has an enterprise value of EUR 18.6 billion ($19.7 billion), in July 2022. The European Commission in June warned the companies that the deal, which will reduce the number of mobile players in Spain from four to three, may reduce competition and push up prices in Spain. The EU competition enforcer, which halted its investigation into the deal in July while waiting for the companies to provide requested information, and MasMovil declined to comment on October 24, 2023. There are several companies in talks with Orange and MasMovil to acquire any assets to be divested to allay antitrust concerns. The Commission backs Digi, the people, who have direct knowledge, said. Orange said discussions were continuing with the Commission. "It is not up to Orange to validate the potential remedy taker and remedies. This is up to the Commission. We cannot comment on the details or nature of the ongoing discussions," an Orange spokesperson said. Orange and MasMovil plan to divest spectrum, a customers unit and a brand, as well as offer Digi access to infrastructure, the people said. The package has not been finalised yet and some elements could change. Orange has previously said its European masts company TOTEM was not part of the deal with MasMovil. Orange and MasMovil, which compete with Telefonica (TEF.MC) and Vodafone (VOD.L) in Spain, had been talking to a number of potential buyers of the assets including Digi, Avatel and other smaller rivals in recent months.
お知らせ • Oct 25+ 1 more updateOrange S.A. Confirms an Interim Dividend Cash Payment for 2023, Payable on 6 December 2023Orange S.A. has confirmed an interim dividend cash payment for 2023 of EUR 0.30 per share, which will take place on 6 December 2023.
お知らせ • Sep 07+ 2 more updatesOrange S.A. to Report Fiscal Year 2023 Results on Feb 15, 2024Orange S.A. announced that they will report fiscal year 2023 results on Feb 15, 2024
お知らせ • Jul 29Orange S.A. Announces Interim Dividend in Respect of 2023, Payable on December 6, 2023Orange S.A. at its meeting held on July 25, 2023, the Board of Directors resolved to distribute an interim dividend of EUR 0.30 per share in respect of 2023. This interim dividend will be paid in cash on December 6, 2023. The estimated payment amounts to EUR 798 million based on the number of ordinary share outstanding at June 30, 2023.
New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.7% Last year net profit margin: 9.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (73% net debt to equity). Dividend is not well covered by earnings (116% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.7% net profit margin).
Reported Earnings • Jul 28First half 2023 earnings released: EPS: €0.30 (vs €0.42 in 1H 2022)First half 2023 results: EPS: €0.30 (down from €0.42 in 1H 2022). Revenue: €21.5b (up 1.2% from 1H 2022). Net income: €877.0m (down 28% from 1H 2022). Profit margin: 4.1% (down from 5.7% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jul 26Orange S.A. to Report Q3, 2023 Results on Oct 24, 2023Orange S.A. announced that they will report Q3, 2023 results on Oct 24, 2023
Upcoming Dividend • May 29Upcoming dividend of €0.40 per share at 6.1% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 07 June 2023. Payout ratio and cash payout ratio are on the higher end at 96% and 84% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.1%).
お知らせ • May 24Orange S.A. Appoints Momar Nguer and Gilles Grapinet to Its Board of DirectorsOrange S.A. announced that at its 2023 Combined Shareholders’ Meeting held on 23 May 2023, approved resolution of appointment of two new directors, Momar Nguer and Gilles Grapinet, who will strengthen the skills and expertise of the Board. Momar Nguer will bring his international expertise to the Board, having worked for TotalEnerges in Africa and France for many years. His experience in the governance of large groups will strengthen Orange’s Governance and Corporate Social Responsibility Committee (CGRSE), chaired by Anne-Gabrielle Heilbronner. Gilles Grapinet will strengthen the Board’s financial expertise. Gilles Grapinet, currently CEO of Worldline, is an Inspector of Public Finances. He has acquired expertise in financial governance - internal control, audit, compliance, and quality of financial information - over the course of his career and it was therefore decided to appoint him as Chairman and financial expert of the Group’s Audit Committee. The company also warmly thanked Jean-Michel Severino and Bernard Ramanantsoa for their exceptional contribution to the work of the Board of Directors during their respective terms of office.
Reported Earnings • Apr 05Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €1.95b (up €1.94b from FY 2021). Profit margin: 4.5% (up from 0% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 19Full year 2022 earnings released: EPS: €0.73 (vs €0.003 in FY 2021)Full year 2022 results: EPS: €0.73 (up from €0.003 in FY 2021). Revenue: €43.5b (up 2.2% from FY 2021). Net income: €2.15b (up €2.14b from FY 2021). Profit margin: 4.9% (up from 0% in FY 2021). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 17+ 1 more updateOrange S.A., Annual General Meeting, May 23, 2023Orange S.A., Annual General Meeting, May 23, 2023, at 16:00 Central European Standard Time. Agenda: To consider and approve the payment of a dividend; and to consider other matters.
Upcoming Dividend • Nov 28Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 05 December 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.3%).
お知らせ • Oct 25+ 1 more updateOrange S.A. to Report Q1, 2023 Results on Apr 27, 2023Orange S.A. announced that they will report Q1, 2023 results on Apr 27, 2023
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €2.77b from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • May 31Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. The company is paying out more than 100% of its profits and is paying out 95% of its cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.3%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €0.003 (vs €1.72 in FY 2020)Full year 2021 results: EPS: €0.003 (down from €1.72 in FY 2020). Revenue: €42.5b (flat on FY 2020). Net income: €8.00m (down 100% from FY 2020). Profit margin: 0% (down from 11% in FY 2020). Over the next year, revenue is forecast to grow 1.5%, compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Feb 18Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €42.5b (flat on FY 2020). Net income: €233.0m (down 95% from FY 2020). Profit margin: 0.5% (down from 11% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.4%, compared to a 2.5% growth forecast for the industry in Germany.
お知らせ • Feb 11Orange S.A. to Report Q1, 2022 Results on Apr 26, 2022Orange S.A. announced that they will report Q1, 2022 results on Apr 26, 2022
お知らせ • Feb 09Orange Reportedly in Talks to Merge Its Spanish Unit with Rival MasMovilOrange S.A. (ENXTPA:ORA) is exploring merging its Spanish unit, the country's second largest, with local rival MásMóvil Ibercom, S.A., Expansion newspaper reported on February 8, 2022, citing unidentified market sources. The merger plan considers granting 50% in the new company to Orange on one hand and MasMovil's shareholders -buyout funds KKR (KKR.N), Cinven and Providence- on the other, the newspaper said. The resulting company, between the second and fourth largest operators, would approach in size historic operator Telefonica (TEF.MC) and leave behind Vodafone (VOD.L), currently the third one, the newspaper said. Top officials at European carriers have repeatedly called for market consolidation to reduce competition and boost operators' profitability at a time they need cash to invest into the rollout of 5G mobile telecom infrastructure. Orange and MasMovil spokespeople declined to comment.
お知らせ • Jan 31+ 1 more updateOrange S.A., Annual General Meeting, May 19, 2022Orange S.A., Annual General Meeting, May 19, 2022.
Upcoming Dividend • Dec 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 December 2021. Payment date: 15 December 2021. Trailing yield: 7.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (3.7%).
Upcoming Dividend • Jun 08Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 17 June 2021. Trailing yield: 6.7%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.4%).