View ValuationLogwin 将来の成長Future 基準チェック /06Logwinの収益は年間6.4%で減少すると予測されていますが、年間収益は年間6.4%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に12.5% 6.4%なると予測されています。主要情報-6.4%収益成長率-6.42%EPS成長率Logistics 収益成長15.8%収益成長率6.4%将来の株主資本利益率12.52%アナリストカバレッジLow最終更新日27 Feb 2026今後の成長に関する最新情報Price Target Changed • Jan 31Price target decreased by 9.6% to €263Down from €291, the current price target is provided by 1 analyst. New target price is 9.6% above last closing price of €240. Stock is down 14% over the past year. The company is forecast to post earnings per share of €22.36 for next year compared to €27.54 last year.Major Estimate Revision • Mar 24Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €1.37b to €1.29b. EPS estimate rose from €13.43 to €20.50. Net income forecast to shrink 26% next year vs 17% growth forecast for Logistics industry in Germany . Consensus price target up from €274 to €291. Share price fell 4.5% to €254 over the past week.Major Estimate Revision • Sep 22Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate increased from €22.42 to €22.65 per share. Net income forecast to shrink 16% next year vs 1.4% decline forecast for Logistics industry in Germany. Consensus price target of €281 unchanged from last update. Share price fell 6.4% to €264 over the past week.Major Estimate Revision • Aug 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate unchanged from €22.65 at last update. Logistics industry in Germany expected to see average net income decline 0.03% next year. Consensus price target of €281 unchanged from last update. Share price fell 3.7% to €260 over the past week.お知らせ • Aug 03Logwin AG Provides Earnings Guidance for the Full Year 2022Logwin AG provided earnings guidance for the full year 2022. for the year, the group expects sales and earnings development for both business segments to be at least on a par with the previous year.お知らせ • Jun 11Logwin AG Provides Earnings Guidance for the Year 2022Logwin AG provided earnings guidance for the year 2022. The Logwin Group is increasing its forecast for the current financial year 2022 in view of the better-than-expected business performance in the year to date. Accordingly, the Logwin Group's sales for the full year 2022 will be at the level of the previous year, after a significant decline had previously been planned.すべての更新を表示Recent updatesお知らせ • Apr 25Logwin AG to Report Q1, 2026 Results on Apr 29, 2026Logwin AG announced that they will report Q1, 2026 results on Apr 29, 2026Declared Dividend • Apr 06Dividend of €12.80 announcedDividend of €12.80 is the same as last year. Ex-date: 16th April 2026 Payment date: 20th April 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 23% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 12% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 04Logwin AG announces Annual dividend, payable on April 20, 2026Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 20, 2026, ex-date on April 16, 2026 and record date on April 17, 2026.Reported Earnings • Mar 10Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: €21.15 (down from €22.41 in FY 2024). Revenue: €1.36b (down 5.6% from FY 2024). Net income: €60.9m (down 5.6% from FY 2024). Profit margin: 4.5% (in line with FY 2024). Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 27Logwin AG to Report Fiscal Year 2025 Results on Mar 09, 2026Logwin AG announced that they will report fiscal year 2025 results on Mar 09, 2026New Risk • Feb 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2025 fiscal period end).お知らせ • Oct 23Logwin AG to Report Q3, 2025 Results on Oct 28, 2025Logwin AG announced that they will report Q3, 2025 results on Oct 28, 2025分析記事 • Aug 07Some Investors May Be Willing To Look Past Logwin's (ETR:TGHN) Soft EarningsShareholders appeared unconcerned with Logwin AG's ( ETR:TGHN ) lackluster earnings report last week. We did some...お知らせ • Jul 28Logwin AG to Report First Half, 2025 Results on Jul 31, 2025Logwin AG announced that they will report first half, 2025 results on Jul 31, 2025Upcoming Dividend • Apr 19Upcoming dividend of €12.80 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.0%).お知らせ • Apr 18Logwin AG to Report Q1, 2025 Results on Apr 28, 2025Logwin AG announced that they will report Q1, 2025 results on Apr 28, 2025分析記事 • Apr 05Logwin (ETR:TGHN) Has Announced That Its Dividend Will Be Reduced To €12.80The board of Logwin AG ( ETR:TGHN ) has announced it will be reducing its dividend by 8.6% from last year's payment of...Declared Dividend • Apr 04Dividend reduced to €12.80Dividend of €12.80 is 8.6% lower than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 5.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 7 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 03Logwin AG announces Annual dividend, payable on April 28, 2025Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 28, 2025, ex-date on April 24, 2025 and record date on April 25, 2025.お知らせ • Mar 22Logwin AG Proposes Distribution for the Financial Year 2024The Board of Directors of Logwin AG intends to propose a distribution of EUR 12.80 per share for the financial year 2024 (previous year: EUR 14.00 per share) at the Annual General Meeting 2025. This represents a pleasing dividend yield of around 5% based on the average price of Logwin shares in 2024 with a payout ratio of more than 50% of the net result.Reported Earnings • Mar 20Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €22.41 (down from €27.54 in FY 2023). Revenue: €1.44b (up 15% from FY 2023). Net income: €64.5m (down 19% from FY 2023). Profit margin: 4.5% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 6.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.お知らせ • Feb 27Logwin AG to Report Fiscal Year 2024 Results on Mar 19, 2025Logwin AG announced that they will report fiscal year 2024 results on Mar 19, 2025New Risk • Feb 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).Price Target Changed • Jan 31Price target decreased by 9.6% to €263Down from €291, the current price target is provided by 1 analyst. New target price is 9.6% above last closing price of €240. Stock is down 14% over the past year. The company is forecast to post earnings per share of €22.36 for next year compared to €27.54 last year.お知らせ • Oct 23Logwin AG to Report Q3, 2024 Results on Oct 31, 2024Logwin AG announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 05First half 2024 earnings released: EPS: €11.07 (vs €14.06 in 1H 2023)First half 2024 results: EPS: €11.07 (down from €14.06 in 1H 2023). Revenue: €643.5m (down 4.4% from 1H 2023). Net income: €31.9m (down 21% from 1H 2023). Profit margin: 5.0% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jul 23Logwin AG to Report Q2, 2024 Results on Jul 31, 2024Logwin AG announced that they will report Q2, 2024 results on Jul 31, 2024お知らせ • Apr 24Logwin AG to Report Q1, 2024 Results on Apr 30, 2024Logwin AG announced that they will report Q1, 2024 results on Apr 30, 2024Upcoming Dividend • Apr 10Upcoming dividend of €14.00 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 19 April 2024. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).Major Estimate Revision • Mar 24Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €1.37b to €1.29b. EPS estimate rose from €13.43 to €20.50. Net income forecast to shrink 26% next year vs 17% growth forecast for Logistics industry in Germany . Consensus price target up from €274 to €291. Share price fell 4.5% to €254 over the past week.Reported Earnings • Mar 13Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: €27.54 (up from €25.09 in FY 2022). Revenue: €1.26b (down 44% from FY 2022). Net income: €79.3m (up 9.7% from FY 2022). Profit margin: 6.3% (up from 3.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.お知らせ • Mar 05Logwin AG to Report Fiscal Year 2023 Results on Mar 11, 2024Logwin AG announced that they will report fiscal year 2023 results on Mar 11, 2024New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 10Logwin AG, Annual General Meeting, Apr 16, 2024Logwin AG, Annual General Meeting, Apr 16, 2024.Buying Opportunity • Dec 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period.Buying Opportunity • Sep 15Now 20% undervaluedOver the last 90 days, the stock is up 4.2%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period.Reported Earnings • Aug 02First half 2023 earnings released: EPS: €14.06 (vs €14.07 in 1H 2022)First half 2023 results: EPS: €14.06 (down from €14.07 in 1H 2022). Revenue: €673.0m (down 42% from 1H 2022). Net income: €40.5m (flat on 1H 2022). Profit margin: 6.0% (up from 3.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 25% per year.New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Mar 27Upcoming dividend of €24.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).分析記事 • Mar 04Logwin's (ETR:TGHN) Dividend Will Be Increased To €24.00Logwin AG ( ETR:TGHN ) will increase its dividend from last year's comparable payment on the 5th of April to €24.00...Reported Earnings • Mar 02Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €25.09 (up from €21.80 in FY 2021). Revenue: €2.26b (up 22% from FY 2021). Net income: €72.2m (up 15% from FY 2021). Profit margin: 3.2% (down from 3.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to fall by 19% p.a. on average during the next 2 years compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Logwin AG to Report Fiscal Year 2022 Final Results on Feb 28, 2023Logwin AG announced that they will report fiscal year 2022 final results on Feb 28, 2023Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 18Logwin AG to Report Q3, 2022 Results on Oct 21, 2022Logwin AG announced that they will report Q3, 2022 results on Oct 21, 2022分析記事 • Sep 23Need To Know: One Analyst Is Much More Bullish On Logwin AG (ETR:TGHN) RevenuesCelebrations may be in order for Logwin AG ( ETR:TGHN ) shareholders, with the covering analyst delivering a...Major Estimate Revision • Sep 22Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate increased from €22.42 to €22.65 per share. Net income forecast to shrink 16% next year vs 1.4% decline forecast for Logistics industry in Germany. Consensus price target of €281 unchanged from last update. Share price fell 6.4% to €264 over the past week.Major Estimate Revision • Aug 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate unchanged from €22.65 at last update. Logistics industry in Germany expected to see average net income decline 0.03% next year. Consensus price target of €281 unchanged from last update. Share price fell 3.7% to €260 over the past week.分析記事 • Aug 07New Forecasts: Here's What One Analyst Thinks The Future Holds For Logwin AG (ETR:TGHN)Shareholders in Logwin AG ( ETR:TGHN ) may be thrilled to learn that the covering analyst has just delivered a major...お知らせ • Aug 03Logwin AG Provides Earnings Guidance for the Full Year 2022Logwin AG provided earnings guidance for the full year 2022. for the year, the group expects sales and earnings development for both business segments to be at least on a par with the previous year.お知らせ • Jul 28Logwin AG to Report First Half, 2022 Results on Aug 02, 2022Logwin AG announced that they will report first half, 2022 results on Aug 02, 2022Buying Opportunity • Jul 19Now 22% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €343, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.分析記事 • Jul 06Why The 27% Return On Capital At Logwin (ETR:TGHN) Should Have Your AttentionIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buying Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €331, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.お知らせ • Jun 11Logwin AG Provides Earnings Guidance for the Year 2022Logwin AG provided earnings guidance for the year 2022. The Logwin Group is increasing its forecast for the current financial year 2022 in view of the better-than-expected business performance in the year to date. Accordingly, the Logwin Group's sales for the full year 2022 will be at the level of the previous year, after a significant decline had previously been planned.Buying Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.Buying Opportunity • May 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be €341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.Price Target Changed • Apr 27Price target increased to €267Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €256. Stock is up 35% over the past year. The company is forecast to post earnings per share of €22.42 for next year compared to €21.80 last year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 26Logwin AG to Report Q1, 2022 Results on Apr 29, 2022Logwin AG announced that they will report Q1, 2022 results on Apr 29, 2022Upcoming Dividend • Apr 04Upcoming dividend of €6.00 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (3.0%).お知らせ • Mar 06+ 1 more updateLogwin AG to Report Fiscal Year 2021 Results on Mar 03, 2022Logwin AG announced that they will report fiscal year 2021 results on Mar 03, 2022Reported Earnings • Mar 05Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €21.80 (up from €11.94 in FY 2020). Revenue: €1.85b (up 65% from FY 2020). Net income: €62.8m (up 83% from FY 2020). Profit margin: 3.4% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 8.6% compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.分析記事 • Feb 27We Like These Underlying Return On Capital Trends At Logwin (ETR:TGHN)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Buying Opportunity • Feb 21Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% per annum over the last 3 years. Earnings per share has grown by 5.3% per annum over the last 3 years.Reported Earnings • Aug 02First half 2021 earnings released: EPS €9.53 (vs €4.31 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €771.1m (up 43% from 1H 2020). Net income: €27.5m (up 121% from 1H 2020). Profit margin: 3.6% (up from 2.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to €276, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 100% over the past three years.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €262, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years.分析記事 • Jul 04News Flash: Analysts Just Made A Notable Upgrade To Their Logwin AG (ETR:TGHN) ForecastsCelebrations may be in order for Logwin AG ( ETR:TGHN ) shareholders, with the covering analyst delivering a...Major Estimate Revision • Jul 04Consensus revenue estimates increase to €1.44bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from €1.14b to €1.44b. EPS estimate increased from €12.02 to €16.99 per share. Net income forecast to grow 42% next year vs 28% growth forecast for Logistics industry in Germany. Consensus price target up from €158 to €198. Share price fell 2.6% to €222 over the past week.Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 12% below last closing price of €224. Stock is up 66% over the past year.分析記事 • Jun 29The Returns At Logwin (ETR:TGHN) Aren't GrowingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • May 01Logwin AG Provides Earnings Guidance for the Full Year of 2021Logwin AG provided Earnings Guidance for the full year of 2021. For the period, the company expects growing sales for the full year 2021, in particular also in the business segment Air + Ocean, the extent of which however depends on the further development of freight rates and volumes. The operating result in the Logwin Group and in the business segment Air + Ocean will also increase compared with the previous year. The net result for the period is likewise expected to increase on the basis of the expected development of operating earnings.分析記事 • Mar 30Investors Met With Slowing Returns on Capital At Logwin (ETR:TGHN)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Mar 10Logwin AG, Annual General Meeting, Apr 18, 2021Logwin AG, Annual General Meeting, Apr 18, 2021.分析記事 • Mar 08Logwin AG's (ETR:TGHN) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Logwin's (ETR:TGHN) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...Reported Earnings • Mar 05Full year 2020 earnings released: EPS €11.94 (vs €12.09 in FY 2019)The company reported a soft full year result with weaker earnings, although revenues and profit margins were flat. Full year 2020 results: Revenue: €1.12b (flat on FY 2019). Net income: €34.4m (down 1.3% from FY 2019). Profit margin: 3.1% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.Analyst Estimate Surprise Post Earnings • Mar 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 5.7% growth forecast for the Logistics industry in Germany.お知らせ • Feb 23Logwin AG to Report Fiscal Year 2020 Results on Mar 04, 2021Logwin AG announced that they will report fiscal year 2020 results on Mar 04, 2021Is New 90 Day High Low • Feb 15New 90-day high: €161The company is up 13% from its price of €143 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 14% over the same period.分析記事 • Feb 10We Think Logwin's (ETR:TGHN) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Is New 90 Day High Low • Jan 30New 90-day high: €158The company is up 18% from its price of €134 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 8.0% over the same period.分析記事 • Jan 13Are You An Income Investor? Don't Miss Out On Logwin AG (ETR:TGHN)Is Logwin AG ( ETR:TGHN ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...Is New 90 Day High Low • Dec 29New 90-day high: €150The company is up 17% from its price of €128 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period.分析記事 • Dec 24Here's What To Make Of Logwin's (ETR:TGHN) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Dec 01Logwin's (ETR:TGHN) Shareholders Are Down 14% On Their SharesIt's easy to match the overall market return by buying an index fund. But if you buy individual stocks, you can do...Major Estimate Revision • Oct 29Analysts increase EPS estimates to €11.20The 2020 consensus revenue estimate increased from €1.12b to €1.13b. The earnings per share estimate also received an upgrade from €8.83 to €11.20 for the same period. Net income is expected to grow by 9.4% next year compared to 24% growth forecast for the Logistics industry in Germany. The consensus price target increased from €152 to €158. Share price is down by 1.5% to €135 over the past week.Is New 90 Day High Low • Oct 07New 90-day high: €143The company is up 4.0% from its price of €137 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period.お知らせ • Jul 22Logwin AG to Report Q2, 2020 Results on Jul 31, 2020Logwin AG announced that they will report Q2, 2020 results on Jul 31, 2020業績と収益の成長予測XTRA:TGHN - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20271,55154N/AN/A112/31/20261,52057N/AN/A112/31/20251,362618590N/A9/30/20251,427629398N/A6/30/20251,49163101105N/A3/31/20251,46764103107N/A12/31/20241,44265105109N/A9/30/20241,335688691N/A6/30/20241,228716873N/A3/31/20241,243758590N/A12/31/20231,25879101108N/A9/30/20231,51076N/AN/AN/A6/30/20231,76372164171N/A3/31/20232,01172163170N/A12/31/20222,25972163170N/A9/30/20222,25474N/AN/AN/A6/30/20222,24976142152N/A3/31/20222,05169128139N/A12/31/20211,85263113126N/A9/30/20211,6045696110N/A6/30/20211,357497995N/A3/31/20211,240426381N/A12/31/20201,123344868N/A9/30/20201,116325372N/A6/30/20201,108305776N/A3/31/20201,119325371N/A12/31/20191,130354865N/A9/30/20191,15037N/A53N/A6/30/20191,17039N/A40N/A3/31/20191,16039N/A44N/A12/31/20181,15039N/A47N/A9/30/20181,13435N/A49N/A6/30/20181,11831N/A51N/A3/31/20181,11829N/A41N/A12/31/20171,11926N/A32N/A9/30/20171,08626N/A29N/A6/30/20171,05227N/A26N/A3/31/20171,02126N/A29N/A12/31/201699026N/A33N/A9/30/201698916N/A41N/A6/30/20161,00616N/A37N/A3/31/20161,02414N/A39N/A12/31/20151,05915N/A30N/A9/30/20151,09218N/A14N/A6/30/20151,11817N/A14N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TGHNの収益は今後 3 年間で減少すると予測されています (年間-6.4% )。収益対市場: TGHNの収益は今後 3 年間で減少すると予測されています (年間-6.4% )。高成長収益: TGHNの収益は今後 3 年間で減少すると予測されています。収益対市場: TGHNの収益 ( 6.4% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: TGHNの収益 ( 6.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TGHNの 自己資本利益率 は、3年後には低くなると予測されています ( 12.5 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 19:33終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Logwin AG 1 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。4 アナリスト機関Frank LaserMontega AGKnud HinkelPareto SecuritiesStefan AugustinPareto Securities1 その他のアナリストを表示
Price Target Changed • Jan 31Price target decreased by 9.6% to €263Down from €291, the current price target is provided by 1 analyst. New target price is 9.6% above last closing price of €240. Stock is down 14% over the past year. The company is forecast to post earnings per share of €22.36 for next year compared to €27.54 last year.
Major Estimate Revision • Mar 24Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €1.37b to €1.29b. EPS estimate rose from €13.43 to €20.50. Net income forecast to shrink 26% next year vs 17% growth forecast for Logistics industry in Germany . Consensus price target up from €274 to €291. Share price fell 4.5% to €254 over the past week.
Major Estimate Revision • Sep 22Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate increased from €22.42 to €22.65 per share. Net income forecast to shrink 16% next year vs 1.4% decline forecast for Logistics industry in Germany. Consensus price target of €281 unchanged from last update. Share price fell 6.4% to €264 over the past week.
Major Estimate Revision • Aug 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate unchanged from €22.65 at last update. Logistics industry in Germany expected to see average net income decline 0.03% next year. Consensus price target of €281 unchanged from last update. Share price fell 3.7% to €260 over the past week.
お知らせ • Aug 03Logwin AG Provides Earnings Guidance for the Full Year 2022Logwin AG provided earnings guidance for the full year 2022. for the year, the group expects sales and earnings development for both business segments to be at least on a par with the previous year.
お知らせ • Jun 11Logwin AG Provides Earnings Guidance for the Year 2022Logwin AG provided earnings guidance for the year 2022. The Logwin Group is increasing its forecast for the current financial year 2022 in view of the better-than-expected business performance in the year to date. Accordingly, the Logwin Group's sales for the full year 2022 will be at the level of the previous year, after a significant decline had previously been planned.
お知らせ • Apr 25Logwin AG to Report Q1, 2026 Results on Apr 29, 2026Logwin AG announced that they will report Q1, 2026 results on Apr 29, 2026
Declared Dividend • Apr 06Dividend of €12.80 announcedDividend of €12.80 is the same as last year. Ex-date: 16th April 2026 Payment date: 20th April 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 23% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 12% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 04Logwin AG announces Annual dividend, payable on April 20, 2026Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 20, 2026, ex-date on April 16, 2026 and record date on April 17, 2026.
Reported Earnings • Mar 10Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: €21.15 (down from €22.41 in FY 2024). Revenue: €1.36b (down 5.6% from FY 2024). Net income: €60.9m (down 5.6% from FY 2024). Profit margin: 4.5% (in line with FY 2024). Revenue missed analyst estimates by 8.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 27Logwin AG to Report Fiscal Year 2025 Results on Mar 09, 2026Logwin AG announced that they will report fiscal year 2025 results on Mar 09, 2026
New Risk • Feb 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2025 fiscal period end).
お知らせ • Oct 23Logwin AG to Report Q3, 2025 Results on Oct 28, 2025Logwin AG announced that they will report Q3, 2025 results on Oct 28, 2025
分析記事 • Aug 07Some Investors May Be Willing To Look Past Logwin's (ETR:TGHN) Soft EarningsShareholders appeared unconcerned with Logwin AG's ( ETR:TGHN ) lackluster earnings report last week. We did some...
お知らせ • Jul 28Logwin AG to Report First Half, 2025 Results on Jul 31, 2025Logwin AG announced that they will report first half, 2025 results on Jul 31, 2025
Upcoming Dividend • Apr 19Upcoming dividend of €12.80 per shareEligible shareholders must have bought the stock before 24 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.0%).
お知らせ • Apr 18Logwin AG to Report Q1, 2025 Results on Apr 28, 2025Logwin AG announced that they will report Q1, 2025 results on Apr 28, 2025
分析記事 • Apr 05Logwin (ETR:TGHN) Has Announced That Its Dividend Will Be Reduced To €12.80The board of Logwin AG ( ETR:TGHN ) has announced it will be reducing its dividend by 8.6% from last year's payment of...
Declared Dividend • Apr 04Dividend reduced to €12.80Dividend of €12.80 is 8.6% lower than last year. Ex-date: 24th April 2025 Payment date: 28th April 2025 Dividend yield will be 5.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 28% per year over the past 7 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 2 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 03Logwin AG announces Annual dividend, payable on April 28, 2025Logwin AG announced Annual dividend of EUR 12.8000 per share payable on April 28, 2025, ex-date on April 24, 2025 and record date on April 25, 2025.
お知らせ • Mar 22Logwin AG Proposes Distribution for the Financial Year 2024The Board of Directors of Logwin AG intends to propose a distribution of EUR 12.80 per share for the financial year 2024 (previous year: EUR 14.00 per share) at the Annual General Meeting 2025. This represents a pleasing dividend yield of around 5% based on the average price of Logwin shares in 2024 with a payout ratio of more than 50% of the net result.
Reported Earnings • Mar 20Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: €22.41 (down from €27.54 in FY 2023). Revenue: €1.44b (up 15% from FY 2023). Net income: €64.5m (down 19% from FY 2023). Profit margin: 4.5% (down from 6.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 6.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
お知らせ • Feb 27Logwin AG to Report Fiscal Year 2024 Results on Mar 19, 2025Logwin AG announced that they will report fiscal year 2024 results on Mar 19, 2025
New Risk • Feb 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).
Price Target Changed • Jan 31Price target decreased by 9.6% to €263Down from €291, the current price target is provided by 1 analyst. New target price is 9.6% above last closing price of €240. Stock is down 14% over the past year. The company is forecast to post earnings per share of €22.36 for next year compared to €27.54 last year.
お知らせ • Oct 23Logwin AG to Report Q3, 2024 Results on Oct 31, 2024Logwin AG announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €11.07 (vs €14.06 in 1H 2023)First half 2024 results: EPS: €11.07 (down from €14.06 in 1H 2023). Revenue: €643.5m (down 4.4% from 1H 2023). Net income: €31.9m (down 21% from 1H 2023). Profit margin: 5.0% (down from 6.0% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jul 23Logwin AG to Report Q2, 2024 Results on Jul 31, 2024Logwin AG announced that they will report Q2, 2024 results on Jul 31, 2024
お知らせ • Apr 24Logwin AG to Report Q1, 2024 Results on Apr 30, 2024Logwin AG announced that they will report Q1, 2024 results on Apr 30, 2024
Upcoming Dividend • Apr 10Upcoming dividend of €14.00 per shareEligible shareholders must have bought the stock before 17 April 2024. Payment date: 19 April 2024. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.1%).
Major Estimate Revision • Mar 24Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €1.37b to €1.29b. EPS estimate rose from €13.43 to €20.50. Net income forecast to shrink 26% next year vs 17% growth forecast for Logistics industry in Germany . Consensus price target up from €274 to €291. Share price fell 4.5% to €254 over the past week.
Reported Earnings • Mar 13Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: €27.54 (up from €25.09 in FY 2022). Revenue: €1.26b (down 44% from FY 2022). Net income: €79.3m (up 9.7% from FY 2022). Profit margin: 6.3% (up from 3.2% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Mar 05Logwin AG to Report Fiscal Year 2023 Results on Mar 11, 2024Logwin AG announced that they will report fiscal year 2023 results on Mar 11, 2024
New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 10Logwin AG, Annual General Meeting, Apr 16, 2024Logwin AG, Annual General Meeting, Apr 16, 2024.
Buying Opportunity • Dec 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period.
Buying Opportunity • Sep 15Now 20% undervaluedOver the last 90 days, the stock is up 4.2%. The fair value is estimated to be €313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 2.1% per annum. Earnings is also forecast to decline by 16% per annum over the same time period.
Reported Earnings • Aug 02First half 2023 earnings released: EPS: €14.06 (vs €14.07 in 1H 2022)First half 2023 results: EPS: €14.06 (down from €14.07 in 1H 2022). Revenue: €673.0m (down 42% from 1H 2022). Net income: €40.5m (flat on 1H 2022). Profit margin: 6.0% (up from 3.5% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 8.2% p.a. on average during the next 2 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 25% per year.
New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Mar 27Upcoming dividend of €24.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 03 April 2023. Payment date: 05 April 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
分析記事 • Mar 04Logwin's (ETR:TGHN) Dividend Will Be Increased To €24.00Logwin AG ( ETR:TGHN ) will increase its dividend from last year's comparable payment on the 5th of April to €24.00...
Reported Earnings • Mar 02Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €25.09 (up from €21.80 in FY 2021). Revenue: €2.26b (up 22% from FY 2021). Net income: €72.2m (up 15% from FY 2021). Profit margin: 3.2% (down from 3.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to fall by 19% p.a. on average during the next 2 years compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Logwin AG to Report Fiscal Year 2022 Final Results on Feb 28, 2023Logwin AG announced that they will report fiscal year 2022 final results on Feb 28, 2023
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 18Logwin AG to Report Q3, 2022 Results on Oct 21, 2022Logwin AG announced that they will report Q3, 2022 results on Oct 21, 2022
分析記事 • Sep 23Need To Know: One Analyst Is Much More Bullish On Logwin AG (ETR:TGHN) RevenuesCelebrations may be in order for Logwin AG ( ETR:TGHN ) shareholders, with the covering analyst delivering a...
Major Estimate Revision • Sep 22Consensus revenue estimates increase by 10%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate increased from €22.42 to €22.65 per share. Net income forecast to shrink 16% next year vs 1.4% decline forecast for Logistics industry in Germany. Consensus price target of €281 unchanged from last update. Share price fell 6.4% to €264 over the past week.
Major Estimate Revision • Aug 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.69b to €1.86b. EPS estimate unchanged from €22.65 at last update. Logistics industry in Germany expected to see average net income decline 0.03% next year. Consensus price target of €281 unchanged from last update. Share price fell 3.7% to €260 over the past week.
分析記事 • Aug 07New Forecasts: Here's What One Analyst Thinks The Future Holds For Logwin AG (ETR:TGHN)Shareholders in Logwin AG ( ETR:TGHN ) may be thrilled to learn that the covering analyst has just delivered a major...
お知らせ • Aug 03Logwin AG Provides Earnings Guidance for the Full Year 2022Logwin AG provided earnings guidance for the full year 2022. for the year, the group expects sales and earnings development for both business segments to be at least on a par with the previous year.
お知らせ • Jul 28Logwin AG to Report First Half, 2022 Results on Aug 02, 2022Logwin AG announced that they will report first half, 2022 results on Aug 02, 2022
Buying Opportunity • Jul 19Now 22% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €343, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.
分析記事 • Jul 06Why The 27% Return On Capital At Logwin (ETR:TGHN) Should Have Your AttentionIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buying Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock is up 3.2%. The fair value is estimated to be €331, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.
お知らせ • Jun 11Logwin AG Provides Earnings Guidance for the Year 2022Logwin AG provided earnings guidance for the year 2022. The Logwin Group is increasing its forecast for the current financial year 2022 in view of the better-than-expected business performance in the year to date. Accordingly, the Logwin Group's sales for the full year 2022 will be at the level of the previous year, after a significant decline had previously been planned.
Buying Opportunity • Jun 07Now 21% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.
Buying Opportunity • May 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.3%. The fair value is estimated to be €341, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to decline by 7.9% per annum. Earnings is also forecast to decline by 13% per annum over the same time period.
Price Target Changed • Apr 27Price target increased to €267Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €256. Stock is up 35% over the past year. The company is forecast to post earnings per share of €22.42 for next year compared to €21.80 last year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Andreas Kurtze was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 26Logwin AG to Report Q1, 2022 Results on Apr 29, 2022Logwin AG announced that they will report Q1, 2022 results on Apr 29, 2022
Upcoming Dividend • Apr 04Upcoming dividend of €6.00 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 13 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.8%). Lower than average of industry peers (3.0%).
お知らせ • Mar 06+ 1 more updateLogwin AG to Report Fiscal Year 2021 Results on Mar 03, 2022Logwin AG announced that they will report fiscal year 2021 results on Mar 03, 2022
Reported Earnings • Mar 05Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €21.80 (up from €11.94 in FY 2020). Revenue: €1.85b (up 65% from FY 2020). Net income: €62.8m (up 83% from FY 2020). Profit margin: 3.4% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the next year, revenue is expected to shrink by 8.6% compared to a 6.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year.
分析記事 • Feb 27We Like These Underlying Return On Capital Trends At Logwin (ETR:TGHN)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Buying Opportunity • Feb 21Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €340, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% per annum over the last 3 years. Earnings per share has grown by 5.3% per annum over the last 3 years.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €9.53 (vs €4.31 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €771.1m (up 43% from 1H 2020). Net income: €27.5m (up 121% from 1H 2020). Profit margin: 3.6% (up from 2.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to €276, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 100% over the past three years.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €262, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years.
分析記事 • Jul 04News Flash: Analysts Just Made A Notable Upgrade To Their Logwin AG (ETR:TGHN) ForecastsCelebrations may be in order for Logwin AG ( ETR:TGHN ) shareholders, with the covering analyst delivering a...
Major Estimate Revision • Jul 04Consensus revenue estimates increase to €1.44bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from €1.14b to €1.44b. EPS estimate increased from €12.02 to €16.99 per share. Net income forecast to grow 42% next year vs 28% growth forecast for Logistics industry in Germany. Consensus price target up from €158 to €198. Share price fell 2.6% to €222 over the past week.
Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 12% below last closing price of €224. Stock is up 66% over the past year.
分析記事 • Jun 29The Returns At Logwin (ETR:TGHN) Aren't GrowingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • May 01Logwin AG Provides Earnings Guidance for the Full Year of 2021Logwin AG provided Earnings Guidance for the full year of 2021. For the period, the company expects growing sales for the full year 2021, in particular also in the business segment Air + Ocean, the extent of which however depends on the further development of freight rates and volumes. The operating result in the Logwin Group and in the business segment Air + Ocean will also increase compared with the previous year. The net result for the period is likewise expected to increase on the basis of the expected development of operating earnings.
分析記事 • Mar 30Investors Met With Slowing Returns on Capital At Logwin (ETR:TGHN)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Mar 10Logwin AG, Annual General Meeting, Apr 18, 2021Logwin AG, Annual General Meeting, Apr 18, 2021.
分析記事 • Mar 08Logwin AG's (ETR:TGHN) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Logwin's (ETR:TGHN) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...
Reported Earnings • Mar 05Full year 2020 earnings released: EPS €11.94 (vs €12.09 in FY 2019)The company reported a soft full year result with weaker earnings, although revenues and profit margins were flat. Full year 2020 results: Revenue: €1.12b (flat on FY 2019). Net income: €34.4m (down 1.3% from FY 2019). Profit margin: 3.1% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
Analyst Estimate Surprise Post Earnings • Mar 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 2.3%, compared to a 5.7% growth forecast for the Logistics industry in Germany.
お知らせ • Feb 23Logwin AG to Report Fiscal Year 2020 Results on Mar 04, 2021Logwin AG announced that they will report fiscal year 2020 results on Mar 04, 2021
Is New 90 Day High Low • Feb 15New 90-day high: €161The company is up 13% from its price of €143 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 14% over the same period.
分析記事 • Feb 10We Think Logwin's (ETR:TGHN) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Is New 90 Day High Low • Jan 30New 90-day high: €158The company is up 18% from its price of €134 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 8.0% over the same period.
分析記事 • Jan 13Are You An Income Investor? Don't Miss Out On Logwin AG (ETR:TGHN)Is Logwin AG ( ETR:TGHN ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
Is New 90 Day High Low • Dec 29New 90-day high: €150The company is up 17% from its price of €128 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 4.0% over the same period.
分析記事 • Dec 24Here's What To Make Of Logwin's (ETR:TGHN) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Dec 01Logwin's (ETR:TGHN) Shareholders Are Down 14% On Their SharesIt's easy to match the overall market return by buying an index fund. But if you buy individual stocks, you can do...
Major Estimate Revision • Oct 29Analysts increase EPS estimates to €11.20The 2020 consensus revenue estimate increased from €1.12b to €1.13b. The earnings per share estimate also received an upgrade from €8.83 to €11.20 for the same period. Net income is expected to grow by 9.4% next year compared to 24% growth forecast for the Logistics industry in Germany. The consensus price target increased from €152 to €158. Share price is down by 1.5% to €135 over the past week.
Is New 90 Day High Low • Oct 07New 90-day high: €143The company is up 4.0% from its price of €137 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period.
お知らせ • Jul 22Logwin AG to Report Q2, 2020 Results on Jul 31, 2020Logwin AG announced that they will report Q2, 2020 results on Jul 31, 2020