View Future GrowthNOS S.G.P.S 過去の業績過去 基準チェック /36NOS S.G.P.Sは、平均年間13.6%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9.4% 5.8%収益成長率で 成長しています。 NOS S.G.P.Sの自己資本利益率は20.9%であり、純利益率は13.6%です。主要情報13.61%収益成長率13.69%EPS成長率Telecom 業界の成長36.30%収益成長率5.82%株主資本利益率20.87%ネット・マージン13.58%次回の業績アップデート23 Jul 2026最近の業績更新お知らせ • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026お知らせ • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.10 (vs €0.09 in 3Q 2023)Third quarter 2024 results: EPS: €0.10 (up from €0.09 in 3Q 2023). Revenue: €432.7m (up 6.1% from 3Q 2023). Net income: €52.6m (up 15% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.16 (vs €0.088 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (up from €0.088 in 2Q 2023). Revenue: €412.2m (up 4.7% from 2Q 2023). Net income: €80.7m (up 77% from 2Q 2023). Profit margin: 20% (up from 12% in 2Q 2023). The increase in margin was primarily driven by lower expenses. 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.13 (vs €0.068 in 1Q 2023)First quarter 2024 results: EPS: €0.13 (up from €0.068 in 1Q 2023). Revenue: €403.3m (up 5.7% from 1Q 2023). Net income: €67.8m (up 94% from 1Q 2023). Profit margin: 17% (up from 9.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 increased by 17% 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 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024すべての更新を表示Recent updatesお知らせ • Apr 26NOS, S.G.P.S., S.A. announces Annual dividend, payable on May 08, 2026NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.お知らせ • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugalお知らせ • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026お知らせ • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.お知らせ • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.お知らせ • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.お知らせ • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 93% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks High level of debt (93% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.10 (vs €0.09 in 3Q 2023)Third quarter 2024 results: EPS: €0.10 (up from €0.09 in 3Q 2023). Revenue: €432.7m (up 6.1% from 3Q 2023). Net income: €52.6m (up 15% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • Jul 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 110% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks High level of debt (110% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.16 (vs €0.088 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (up from €0.088 in 2Q 2023). Revenue: €412.2m (up 4.7% from 2Q 2023). Net income: €80.7m (up 77% from 2Q 2023). Profit margin: 20% (up from 12% in 2Q 2023). The increase in margin was primarily driven by lower expenses. 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • May 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 96% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks High level of debt (96% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.13 (vs €0.068 in 1Q 2023)First quarter 2024 results: EPS: €0.13 (up from €0.068 in 1Q 2023). Revenue: €403.3m (up 5.7% from 1Q 2023). Net income: €67.8m (up 94% from 1Q 2023). Profit margin: 17% (up from 9.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risks High level of debt (110% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.New Risk • Jan 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks High level of debt (119% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024お知らせ • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Nov 06New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Nov 06Third quarter 2023 earnings released: EPS: €0.09 (vs €0.20 in 3Q 2022)Third quarter 2023 results: EPS: €0.09 (down from €0.20 in 3Q 2022). Revenue: €408.0m (up 6.9% from 3Q 2022). Net income: €45.9m (down 57% from 3Q 2022). Profit margin: 11% (down from 28% in 3Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.New Risk • Jul 26New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 128% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risks High level of debt (128% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Buying Opportunity • Jul 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €4.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is forecast to decline by 10% per annum over the same time period.Reported Earnings • Jul 24Second quarter 2023 earnings released: EPS: €0.089 (vs €0.086 in 2Q 2022)Second quarter 2023 results: EPS: €0.089 (up from €0.086 in 2Q 2022). Revenue: €393.8m (up 6.8% from 2Q 2022). Net income: €45.5m (up 2.9% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 2.4% p.a. on average 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 increased by 35% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • May 16First quarter 2023 earnings released: EPS: €0.07 (vs €0.08 in 1Q 2022)First quarter 2023 results: EPS: €0.07 (down from €0.08 in 1Q 2022). Revenue: €381.4m (up 2.2% from 1Q 2022). Net income: €34.9m (down 15% from 1Q 2022). Profit margin: 9.2% (down from 11% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average 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 increased by 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 12Upcoming dividend of €0.43 per share at 6.4% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 21 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 83%. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €5.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings is forecast to decline by 14% per annum over the same time period.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.21 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 1.9% growth forecast for the 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 14% per year, which means it is significantly lagging earnings.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (3.5%).Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.2%, 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 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Jul 23Second quarter 2021 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: €341.0m (up 6.2% from 2Q 2020). Net income: €43.3m (up 11% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 15% per year.Reported Earnings • Jun 04First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Upcoming Dividend • Apr 27Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 9.0%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.6%).Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 17% per year.Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 2.6% growth forecast for the Telecom industry in Germany.Is New 90 Day High Low • Feb 20New 90-day low: €2.74The company is down 1.0% from its price of €2.76 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.30 per share.お知らせ • Feb 13+ 2 more updatesNOS, S.G.P.S., S.A. to Report Fiscal Year 2020 Results on Mar 10, 2021NOS, S.G.P.S., S.A. announced that they will report fiscal year 2020 results on Mar 10, 2021Is New 90 Day High Low • Feb 05New 90-day low: €2.75The company is down 10.0% from its price of €3.06 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.38 per share.お知らせ • Jan 22The Board of Directors Portuguese Operator NOS Names Filipa Santos Carvalho and Daniel Lopes Beato as Members of the BoardThe Board of Directors of Portuguese operator NOS has co-opted Filipa Santos Carvalho and Daniel Lopes Beato as Members of the Board, to complete the current term of office (2019-2021).Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in Germany.Is New 90 Day High Low • Nov 18New 90-day low: €2.79The company is down 21% from its price of €3.54 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom 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 €6.76 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.086The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: €346.9m (down 14% from 3Q 2019). Net income: €44.1m (down 7.9% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 5.0% compared to a 12% growth forecast for the Telecom industry in Germany.Is New 90 Day High Low • Oct 30New 90-day low: €2.87The company is down 23% from its price of €3.75 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.89 per share.Is New 90 Day High Low • Sep 18New 90-day low: €3.28The company is down 13% from its price of €3.75 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.48 per share.収支内訳NOS S.G.P.S 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DB:PMV 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 261,832249161031 Dec 251,823246161030 Sep 251,785253148030 Jun 251,760241140031 Mar 251,714263133031 Dec 241,696272133030 Sep 241,663256141030 Jun 241,638249140031 Mar 241,619214139031 Dec 231,597181137030 Sep 231,581160138030 Jun 231,554220138031 Mar 231,529218136031 Dec 221,521225131030 Sep 221,509215130030 Jun 221,494156126031 Mar 221,466155132031 Dec 211,430144123030 Sep 211,399126110030 Jun 211,380131103031 Mar 211,36012790031 Dec 201,3688693030 Sep 201,3808599030 Jun 201,40481105031 Mar 201,44890105031 Dec 191,458143105030 Sep 191,501150103030 Jun 191,525148101031 Mar 191,549145102031 Dec 181,576138102030 Sep 181,566142113030 Jun 181,563130127031 Mar 181,561124139031 Dec 171,559122152030 Sep 171,551117154030 Jun 171,539112155031 Mar 171,52599153031 Dec 161,51590157030 Sep 161,50188149030 Jun 161,48786150031 Mar 161,47184148031 Dec 151,44483143030 Sep 151,42286144030 Jun 151,402781430質の高い収益: PMVは 高品質の収益 を持っています。利益率の向上: PMVの現在の純利益率 (13.6%)は、昨年(15.4%)よりも低くなっています。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: PMVの収益は過去 5 年間で年間13.6%増加しました。成長の加速: PMVは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: PMVは過去 1 年間で収益成長率がマイナス ( -5.6% ) となったため、 Telecom業界平均 ( -13.7% ) と比較することが困難です。株主資本利益率高いROE: PMVの 自己資本利益率 ( 20.9% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘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2026/05/21 02:15終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NOS, S.G.P.S., S.A. 9 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。20 アナリスト機関Fernando Cordero BarreiraBanco SantanderJonathan DannBarclaysMathieu RobilliardBarclays17 その他のアナリストを表示
お知らせ • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026
お知らせ • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.10 (vs €0.09 in 3Q 2023)Third quarter 2024 results: EPS: €0.10 (up from €0.09 in 3Q 2023). Revenue: €432.7m (up 6.1% from 3Q 2023). Net income: €52.6m (up 15% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.16 (vs €0.088 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (up from €0.088 in 2Q 2023). Revenue: €412.2m (up 4.7% from 2Q 2023). Net income: €80.7m (up 77% from 2Q 2023). Profit margin: 20% (up from 12% in 2Q 2023). The increase in margin was primarily driven by lower expenses. 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.13 (vs €0.068 in 1Q 2023)First quarter 2024 results: EPS: €0.13 (up from €0.068 in 1Q 2023). Revenue: €403.3m (up 5.7% from 1Q 2023). Net income: €67.8m (up 94% from 1Q 2023). Profit margin: 17% (up from 9.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 increased by 17% 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 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Apr 26NOS, S.G.P.S., S.A. announces Annual dividend, payable on May 08, 2026NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on May 08, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
お知らせ • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugal
お知らせ • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026
お知らせ • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.
お知らせ • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.
お知らせ • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.
お知らせ • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025
New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 93% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks High level of debt (93% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.10 (vs €0.09 in 3Q 2023)Third quarter 2024 results: EPS: €0.10 (up from €0.09 in 3Q 2023). Revenue: €432.7m (up 6.1% from 3Q 2023). Net income: €52.6m (up 15% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 24New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 110% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks High level of debt (110% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.
Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.16 (vs €0.088 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (up from €0.088 in 2Q 2023). Revenue: €412.2m (up 4.7% from 2Q 2023). Net income: €80.7m (up 77% from 2Q 2023). Profit margin: 20% (up from 12% in 2Q 2023). The increase in margin was primarily driven by lower expenses. 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 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • May 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 96% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks High level of debt (96% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: €0.13 (vs €0.068 in 1Q 2023)First quarter 2024 results: EPS: €0.13 (up from €0.068 in 1Q 2023). Revenue: €403.3m (up 5.7% from 1Q 2023). Net income: €67.8m (up 94% from 1Q 2023). Profit margin: 17% (up from 9.2% in 1Q 2023). The increase in margin was primarily driven by higher revenue. 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 increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.5% per year for the foreseeable future. Minor Risks High level of debt (110% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.
New Risk • Jan 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks High level of debt (119% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Nov 06New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Nov 06Third quarter 2023 earnings released: EPS: €0.09 (vs €0.20 in 3Q 2022)Third quarter 2023 results: EPS: €0.09 (down from €0.20 in 3Q 2022). Revenue: €408.0m (up 6.9% from 3Q 2022). Net income: €45.9m (down 57% from 3Q 2022). Profit margin: 11% (down from 28% in 3Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 26New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 128% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risks High level of debt (128% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Buying Opportunity • Jul 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €4.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is forecast to decline by 10% per annum over the same time period.
Reported Earnings • Jul 24Second quarter 2023 earnings released: EPS: €0.089 (vs €0.086 in 2Q 2022)Second quarter 2023 results: EPS: €0.089 (up from €0.086 in 2Q 2022). Revenue: €393.8m (up 6.8% from 2Q 2022). Net income: €45.5m (up 2.9% from 2Q 2022). Profit margin: 12% (in line with 2Q 2022). Revenue is forecast to grow 2.4% p.a. on average 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 increased by 35% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16First quarter 2023 earnings released: EPS: €0.07 (vs €0.08 in 1Q 2022)First quarter 2023 results: EPS: €0.07 (down from €0.08 in 1Q 2022). Revenue: €381.4m (up 2.2% from 1Q 2022). Net income: €34.9m (down 15% from 1Q 2022). Profit margin: 9.2% (down from 11% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average 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 increased by 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 12Upcoming dividend of €0.43 per share at 6.4% yieldEligible shareholders must have bought the stock before 19 April 2023. Payment date: 21 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 83%. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).
Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €5.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings is forecast to decline by 14% per annum over the same time period.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: €0.21 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 1.9% growth forecast for the 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 14% per year, which means it is significantly lagging earnings.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (3.5%).
Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.2%, 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 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Jul 23Second quarter 2021 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: €341.0m (up 6.2% from 2Q 2020). Net income: €43.3m (up 11% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 15% per year.
Reported Earnings • Jun 04First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Upcoming Dividend • Apr 27Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 9.0%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.6%).
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 17% per year.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 2.6% growth forecast for the Telecom industry in Germany.
Is New 90 Day High Low • Feb 20New 90-day low: €2.74The company is down 1.0% from its price of €2.76 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.30 per share.
お知らせ • Feb 13+ 2 more updatesNOS, S.G.P.S., S.A. to Report Fiscal Year 2020 Results on Mar 10, 2021NOS, S.G.P.S., S.A. announced that they will report fiscal year 2020 results on Mar 10, 2021
Is New 90 Day High Low • Feb 05New 90-day low: €2.75The company is down 10.0% from its price of €3.06 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.38 per share.
お知らせ • Jan 22The Board of Directors Portuguese Operator NOS Names Filipa Santos Carvalho and Daniel Lopes Beato as Members of the BoardThe Board of Directors of Portuguese operator NOS has co-opted Filipa Santos Carvalho and Daniel Lopes Beato as Members of the Board, to complete the current term of office (2019-2021).
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in Germany.
Is New 90 Day High Low • Nov 18New 90-day low: €2.79The company is down 21% from its price of €3.54 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom 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 €6.76 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.086The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: €346.9m (down 14% from 3Q 2019). Net income: €44.1m (down 7.9% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 5.0% compared to a 12% growth forecast for the Telecom industry in Germany.
Is New 90 Day High Low • Oct 30New 90-day low: €2.87The company is down 23% from its price of €3.75 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.89 per share.
Is New 90 Day High Low • Sep 18New 90-day low: €3.28The company is down 13% from its price of €3.75 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.48 per share.