View ValuationLogwin 将来の成長Future 基準チェック /06Logwinの収益は年間4.7%で減少すると予測されていますが、年間収益は年間1.9%で増加すると予想されています。EPS は年間4.6%で減少すると予想されています。主要情報-4.7%収益成長率-4.60%EPS成長率Logistics 収益成長17.1%収益成長率1.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報Price Target Changed • Nov 16Price target increased to €281Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €268. Stock is up 8.1% over the past year. The company is forecast to post earnings per share of €22.65 for next year compared to €21.80 last year.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 37% 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.Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 9.2% below last closing price of €218. Stock is up 65% over the past year.すべての更新を表示Recent updatesBoard Change • May 20No 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 Linda Funck was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.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.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, 2025Board Change • Aug 18No 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. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.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.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, 2025Board Change • Dec 30No 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. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.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 only increased by 1% per year, which means it is significantly lagging earnings growth.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%).New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 38% 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 38% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.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 19% 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 • Sep 15Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be €310, 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 26% 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%).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 whereas the company’s share price has increased by 30% per year.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, 2023Price Target Changed • Nov 16Price target increased to €281Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €268. Stock is up 8.1% over the past year. The company is forecast to post earnings per share of €22.65 for next year compared to €21.80 last year.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.Reported Earnings • Aug 03First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €27.5m from profit in 1H 2021). Profit margin: (down from 3.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 28% compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 4.0%. The fair value is estimated to be €326, 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 • Jun 16Now 21% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €338, 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 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be €336, 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 37% 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.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%).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.Buying Opportunity • Feb 22Now 20% undervaluedOver the last 90 days, the stock is up 7.3%. The fair value is estimated to be €332, 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 22% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to €272, 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 99% over the past three years.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to €264, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years.Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 9.2% below last closing price of €218. Stock is up 65% over the past year.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.Is New 90 Day High Low • Mar 05New 90-day high: €159The company is up 16% from its price of €137 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 10.0% over the same period.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.Is New 90 Day High Low • Jan 22New 90-day high: €155The company is up 17% from its price of €132 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.Is New 90 Day High Low • Jan 05New 90-day high: €149The company is up 11% from its price of €134 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day high: €140The company is up 7.0% from its price of €131 on 10 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 21% over the same period.業績と収益の成長予測DB: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12/31/20281,4365039N/A112/31/20271,4084939N/A112/31/20261,3805542N/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-4.7% )。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-4.7% )。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 ( 1.9% ) German市場 ( 6.8% ) 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 ( 1.9% ) 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 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/05/24 18:12終値2026/05/22 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 • Nov 16Price target increased to €281Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €268. Stock is up 8.1% over the past year. The company is forecast to post earnings per share of €22.65 for next year compared to €21.80 last year.
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 37% 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.
Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 9.2% below last closing price of €218. Stock is up 65% over the past year.
Board Change • May 20No 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 Linda Funck was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
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
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.
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
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
Board Change • Aug 18No 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. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
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
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
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.
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
Board Change • Dec 30No 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. CFO, CCO & Vice Chairman of the Board of Directors Axel Steiner was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
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 only increased by 1% per year, which means it is significantly lagging earnings growth.
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%).
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 38% 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 38% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
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 19% 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 • Sep 15Now 20% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be €310, 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 26% 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%).
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 whereas the company’s share price has increased by 30% per year.
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
Price Target Changed • Nov 16Price target increased to €281Up from €158, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €268. Stock is up 8.1% over the past year. The company is forecast to post earnings per share of €22.65 for next year compared to €21.80 last year.
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.
Reported Earnings • Aug 03First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €27.5m from profit in 1H 2021). Profit margin: (down from 3.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 28% compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 4.0%. The fair value is estimated to be €326, 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 • Jun 16Now 21% undervaluedOver the last 90 days, the stock is up 1.5%. The fair value is estimated to be €338, 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 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be €336, 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 37% 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.
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%).
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.
Buying Opportunity • Feb 22Now 20% undervaluedOver the last 90 days, the stock is up 7.3%. The fair value is estimated to be €332, 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 22% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to €272, 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 99% over the past three years.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to €264, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Logistics industry in Europe. Total returns to shareholders of 101% over the past three years.
Price Target Changed • Jul 02Price target increased to €198Up from €152, the current price target is provided by 1 analyst. New target price is 9.2% below last closing price of €218. Stock is up 65% over the past year.
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.
Is New 90 Day High Low • Mar 05New 90-day high: €159The company is up 16% from its price of €137 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 10.0% over the same period.
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.
Is New 90 Day High Low • Jan 22New 90-day high: €155The company is up 17% from its price of €132 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Jan 05New 90-day high: €149The company is up 11% from its price of €134 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day high: €140The company is up 7.0% from its price of €131 on 10 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 21% over the same period.