View Future GrowthKenon Holdings 過去の業績過去 基準チェック /16Kenon Holdingsの収益は年間平均-26%の割合で減少していますが、 Renewable Energy業界の収益は年間 増加しています。収益は年間15.1% 14.8%割合で 増加しています。 Kenon Holdingsの自己資本利益率は4.7%であり、純利益率は8%です。主要情報-26.03%収益成長率-25.63%EPS成長率Renewable Energy 業界の成長36.01%収益成長率14.84%株主資本利益率4.69%ネット・マージン7.98%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.22 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (up from US$0.22 in 1Q 2025). Revenue: US$317.0m (up 73% from 1Q 2025). Net income: US$26.0m (up 117% from 1Q 2025). Profit margin: 8.2% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: US$2.28 (vs US$0.70 loss in 2Q 2023)Second quarter 2024 results: EPS: US$2.28 (up from US$0.70 loss in 2Q 2023). Revenue: US$181.0m (up 9.7% from 2Q 2023). Net income: US$112.0m (up US$142.0m from 2Q 2023). Profit margin: 62% (up from net loss in 2Q 2023).Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.14 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (up from US$0.14 loss in 1Q 2023). Revenue: US$174.0m (up 18% from 1Q 2023). Net income: US$8.00m (up US$16.0m from 1Q 2023). Profit margin: 4.6% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €60.50, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 295% over the past three years.Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.22 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (up from US$0.22 in 1Q 2025). Revenue: US$317.0m (up 73% from 1Q 2025). Net income: US$26.0m (up 117% from 1Q 2025). Profit margin: 8.2% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 303% Cash payout ratio: 120% Earnings have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (7.6% net profit margin).Buy Or Sell Opportunity • May 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €81.00. The fair value is estimated to be €67.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 77%.お知らせ • Apr 24Kenon Holdings Ltd., Annual General Meeting, May 14, 2026Kenon Holdings Ltd., Annual General Meeting, May 14, 2026, at 11:00 Singapore Standard Time. Location: co. offices singapore, Singaporeお知らせ • Mar 30Kenon Holdings Ltd. Approves Interim Cash Dividend for the Year Ending December 31, 2026, Payable on or About April 20, 2026Kenon Holdings Ltd. approved an interim cash dividend of approximately $200 million ($3.85 per share) relating to the year ending December 31, 2026, payable to Kenon's shareholders of record as of the close of trading on April 13, 2026, to be paid on or about April 20, 2026 . The New York Stock Exchange's ex-dividend date, which is the date on which Kenon's shares will begin trading on the NYSE without the entitlement to the Dividend, is April 13, 2026. The TASE ex-dividend date, which is the date on which Kenon's shares will begin trading on the TASE without the entitlement to the Dividend, is April 13, 2026.お知らせ • Mar 14Kenon Holdings Ltd. has filed a Follow-on Equity Offering in the amount of ILS 800 million.Kenon Holdings Ltd. has filed a Follow-on Equity Offering in the amount of ILS 800 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: ILS 100Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. CEO & Executive Director Robert Rosen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 03Kenon Holdings Ltd. Appoints Audrey Low as Non-Executive Director, Effective January 1, 2026Kenon Holdings Ltd. announces that Ms. Audrey Low has been appointed to its Board of Directors as a non-executive Director, effective January 1, 2026. Ms. Low brings with her over 20 years of experience as an investment and financial professional in global capital markets, private and public credit, distressed investing and macroeconomic policy.お知らせ • Jun 23Kenon Holdings Ltd., Annual General Meeting, Jul 11, 2025Kenon Holdings Ltd., Annual General Meeting, Jul 11, 2025, at 16:00 Singapore Standard Time. Location: 1 temasek avenue 37-02b, millenia tower, singapore 039192, Singaporeお知らせ • Apr 03Kenon Approves Interim Cash Dividend for the Year Ending December 31, 2025, Payable on or About April 21, 2025Kenon's board of directors approved an interim cash dividend of approximately $250 million ($4.80 per share) relating to the year ending December 31, 2025, payable to Kenon's shareholders of record as of the close of trading on April 14, 2025, to be paid on or about April 21, 2025. The New York Stock Exchange's ex-dividend date, which is the date on which Kenon's shares will begin trading on the NYSE without the entitlement to the Dividend, is April 14, 2025.お知らせ • Dec 06Kenon Holdings Ltd. Announces Resignation of Tan Beng Tee as DirectorKenon Holdings Ltd. announced that Ms. Tan Beng Tee has notified the board of directors of Kenon of her resignation as a director of Kenon.Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: US$2.28 (vs US$0.70 loss in 2Q 2023)Second quarter 2024 results: EPS: US$2.28 (up from US$0.70 loss in 2Q 2023). Revenue: US$181.0m (up 9.7% from 2Q 2023). Net income: US$112.0m (up US$142.0m from 2Q 2023). Profit margin: 62% (up from net loss in 2Q 2023).お知らせ • Jun 08An unknown buyer acquire a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) for approximately $110 million.An unknown buyer acquire a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) for approximately $110 million on June 6, 2024. In related transaction, Kenon Holdings has entered into a collar transaction with an investment bank relating to an additional 5,000,000 ZIM ordinary shares. Prior to these transactions, Kenon held 24,843,478 shares in ZIM, representing 20.7% of ZIM’s outstanding shares. The collar transaction involves the purchase of a put option from the Collar Counterparty at an exercise price representing a discount to yesterday’s closing price and the grant of a call option to the Collar Counterparty at an exercise price representing a premium to yesterday’s closing price. The collar transaction has a two year term with settlement either in cash or in the ZIM shares. The collar transaction enables Kenon to retain exposure to potential upside in ZIM’s shares up to the call price, while limiting the impact of potential decline in the share price. The collar arrangement will provide for cash proceeds of approximately $155 million in the event the call option is exercised and cash proceeds of approximately $100 million to Kenon in the event the put option is exercised, in each case assuming share settlement. An unknown buyer completed the acquisition of a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) on June 6, 2024.Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.14 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (up from US$0.14 loss in 1Q 2023). Revenue: US$174.0m (up 18% from 1Q 2023). Net income: US$8.00m (up US$16.0m from 1Q 2023). Profit margin: 4.6% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.お知らせ • Apr 19Kenon Holdings Ltd., Annual General Meeting, May 09, 2024Kenon Holdings Ltd., Annual General Meeting, May 09, 2024, at 16:00 Singapore Standard Time. Location: emeeting@hk.tricorglobal.com Millenia Tower Singapore Singapore Agenda: To consider re-election of Directors; to authorize the ordinary share issuances; to extend the duration of the Kenon Holdings Ltd. Share Incentive Plan 2014 (“SIP 2014”) for a further period of ten years and to authorize the grant of awards under the SIP 2014 and/or Options Under the Kenon Holdings Ltd. Share Option Plan 2014 (“SOP 2014”) and the allotment and issuance of ordinary shares pursuant to the awards and/or options granted under the SIP 2014 and SOP 2014; and to approve the renewal of the share purchase authorization; and to consider other matters.収支内訳Kenon Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:76N 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,00680128031 Dec 2587266120030 Sep 25803476122030 Jun 25774494101031 Mar 2576060291031 Dec 2475159896030 Sep 2474317077030 Jun 24735-7881031 Mar 24719-22081031 Dec 23692-23685030 Sep 23686-1,085101030 Jun 23619-628100031 Mar 23575-33498031 Dec 22574313100030 Sep 225641,54791030 Jun 225351,48283031 Mar 225191,38988031 Dec 2148893072030 Sep 2145768361030 Jun 2144155656031 Mar 2141266452031 Dec 2038649937030 Sep 2037133238030 Jun 2035627635031 Mar 20365-1233031 Dec 19373-3836030 Sep 19369-7640030 Jun 19361-9640031 Mar 19360-11636031 Dec 1836444034030 Sep 1837136041030 Jun 1837435745031 Mar 1837434756031 Dec 17366-24056030 Sep 17-745-184-21030 Jun 17-352-2126031 Mar 174-45425031 Dec 16324-44746030 Sep 161,640-469132030 Jun 161,487-256119031 Mar 161,38035107031 Dec 15326050030 Sep 151,3301081210質の高い収益: 76Nは 高品質の収益 を持っています。利益率の向上: 76Nの現在の純利益率 (8%)は、昨年(79.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 76Nの収益は過去 5 年間で年間26%減少しました。成長の加速: 76Nは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 76Nは過去 1 年間で収益成長率がマイナス ( -86.7% ) となったため、 Renewable Energy業界平均 ( -3% ) と比較することが困難です。株主資本利益率高いROE: 76Nの 自己資本利益率 ( 4.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 18:00終値2026/06/30 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kenon Holdings Ltd. 0 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。1 アナリスト機関Jonathan ArnoldDeutsche Bank
Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.22 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (up from US$0.22 in 1Q 2025). Revenue: US$317.0m (up 73% from 1Q 2025). Net income: US$26.0m (up 117% from 1Q 2025). Profit margin: 8.2% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: US$2.28 (vs US$0.70 loss in 2Q 2023)Second quarter 2024 results: EPS: US$2.28 (up from US$0.70 loss in 2Q 2023). Revenue: US$181.0m (up 9.7% from 2Q 2023). Net income: US$112.0m (up US$142.0m from 2Q 2023). Profit margin: 62% (up from net loss in 2Q 2023).
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.14 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (up from US$0.14 loss in 1Q 2023). Revenue: US$174.0m (up 18% from 1Q 2023). Net income: US$8.00m (up US$16.0m from 1Q 2023). Profit margin: 4.6% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €60.50, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 295% over the past three years.
Reported Earnings • Jun 02First quarter 2026 earnings released: EPS: US$0.49 (vs US$0.22 in 1Q 2025)First quarter 2026 results: EPS: US$0.49 (up from US$0.22 in 1Q 2025). Revenue: US$317.0m (up 73% from 1Q 2025). Net income: US$26.0m (up 117% from 1Q 2025). Profit margin: 8.2% (up from 6.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 303% Cash payout ratio: 120% Earnings have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (7.6% net profit margin).
Buy Or Sell Opportunity • May 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €81.00. The fair value is estimated to be €67.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 77%.
お知らせ • Apr 24Kenon Holdings Ltd., Annual General Meeting, May 14, 2026Kenon Holdings Ltd., Annual General Meeting, May 14, 2026, at 11:00 Singapore Standard Time. Location: co. offices singapore, Singapore
お知らせ • Mar 30Kenon Holdings Ltd. Approves Interim Cash Dividend for the Year Ending December 31, 2026, Payable on or About April 20, 2026Kenon Holdings Ltd. approved an interim cash dividend of approximately $200 million ($3.85 per share) relating to the year ending December 31, 2026, payable to Kenon's shareholders of record as of the close of trading on April 13, 2026, to be paid on or about April 20, 2026 . The New York Stock Exchange's ex-dividend date, which is the date on which Kenon's shares will begin trading on the NYSE without the entitlement to the Dividend, is April 13, 2026. The TASE ex-dividend date, which is the date on which Kenon's shares will begin trading on the TASE without the entitlement to the Dividend, is April 13, 2026.
お知らせ • Mar 14Kenon Holdings Ltd. has filed a Follow-on Equity Offering in the amount of ILS 800 million.Kenon Holdings Ltd. has filed a Follow-on Equity Offering in the amount of ILS 800 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: ILS 100
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 7 highly experienced directors. CEO & Executive Director Robert Rosen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 03Kenon Holdings Ltd. Appoints Audrey Low as Non-Executive Director, Effective January 1, 2026Kenon Holdings Ltd. announces that Ms. Audrey Low has been appointed to its Board of Directors as a non-executive Director, effective January 1, 2026. Ms. Low brings with her over 20 years of experience as an investment and financial professional in global capital markets, private and public credit, distressed investing and macroeconomic policy.
お知らせ • Jun 23Kenon Holdings Ltd., Annual General Meeting, Jul 11, 2025Kenon Holdings Ltd., Annual General Meeting, Jul 11, 2025, at 16:00 Singapore Standard Time. Location: 1 temasek avenue 37-02b, millenia tower, singapore 039192, Singapore
お知らせ • Apr 03Kenon Approves Interim Cash Dividend for the Year Ending December 31, 2025, Payable on or About April 21, 2025Kenon's board of directors approved an interim cash dividend of approximately $250 million ($4.80 per share) relating to the year ending December 31, 2025, payable to Kenon's shareholders of record as of the close of trading on April 14, 2025, to be paid on or about April 21, 2025. The New York Stock Exchange's ex-dividend date, which is the date on which Kenon's shares will begin trading on the NYSE without the entitlement to the Dividend, is April 14, 2025.
お知らせ • Dec 06Kenon Holdings Ltd. Announces Resignation of Tan Beng Tee as DirectorKenon Holdings Ltd. announced that Ms. Tan Beng Tee has notified the board of directors of Kenon of her resignation as a director of Kenon.
Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: US$2.28 (vs US$0.70 loss in 2Q 2023)Second quarter 2024 results: EPS: US$2.28 (up from US$0.70 loss in 2Q 2023). Revenue: US$181.0m (up 9.7% from 2Q 2023). Net income: US$112.0m (up US$142.0m from 2Q 2023). Profit margin: 62% (up from net loss in 2Q 2023).
お知らせ • Jun 08An unknown buyer acquire a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) for approximately $110 million.An unknown buyer acquire a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) for approximately $110 million on June 6, 2024. In related transaction, Kenon Holdings has entered into a collar transaction with an investment bank relating to an additional 5,000,000 ZIM ordinary shares. Prior to these transactions, Kenon held 24,843,478 shares in ZIM, representing 20.7% of ZIM’s outstanding shares. The collar transaction involves the purchase of a put option from the Collar Counterparty at an exercise price representing a discount to yesterday’s closing price and the grant of a call option to the Collar Counterparty at an exercise price representing a premium to yesterday’s closing price. The collar transaction has a two year term with settlement either in cash or in the ZIM shares. The collar transaction enables Kenon to retain exposure to potential upside in ZIM’s shares up to the call price, while limiting the impact of potential decline in the share price. The collar arrangement will provide for cash proceeds of approximately $155 million in the event the call option is exercised and cash proceeds of approximately $100 million to Kenon in the event the put option is exercised, in each case assuming share settlement. An unknown buyer completed the acquisition of a 4.2% stake in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) from Kenon Holdings Ltd. (TASE:KEN) on June 6, 2024.
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.14 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.15 (up from US$0.14 loss in 1Q 2023). Revenue: US$174.0m (up 18% from 1Q 2023). Net income: US$8.00m (up US$16.0m from 1Q 2023). Profit margin: 4.6% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
お知らせ • Apr 19Kenon Holdings Ltd., Annual General Meeting, May 09, 2024Kenon Holdings Ltd., Annual General Meeting, May 09, 2024, at 16:00 Singapore Standard Time. Location: emeeting@hk.tricorglobal.com Millenia Tower Singapore Singapore Agenda: To consider re-election of Directors; to authorize the ordinary share issuances; to extend the duration of the Kenon Holdings Ltd. Share Incentive Plan 2014 (“SIP 2014”) for a further period of ten years and to authorize the grant of awards under the SIP 2014 and/or Options Under the Kenon Holdings Ltd. Share Option Plan 2014 (“SOP 2014”) and the allotment and issuance of ordinary shares pursuant to the awards and/or options granted under the SIP 2014 and SOP 2014; and to approve the renewal of the share purchase authorization; and to consider other matters.