Exosens（EXENS）株式概要
エクソセンス社は、フランス、その他のヨーロッパ、北米、アジア、オセアニア、アフリカ、そして世界各国において、増幅、検出、イメージング分野における電気光学技術の開発、製造、販売を行っています。 詳細
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Analyst Price Targets
Exosens 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €69.20 |
| 52週高値 | €74.00 |
| 52週安値 | €36.20 |
| ベータ | 0 |
| 1ヶ月の変化 | 8.04% |
| 3ヶ月変化 | 11.08% |
| 1年変化 | 58.90% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | 207.56% |
最新ニュース
ナラティブの更新 • May 24
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Future Earnings Power
Analysts have raised their average price targets on Exosens to a range of €55 to €71, and your updated fair value narrative remains at €75. This change is supported by revised assumptions that include slightly higher revenue growth, a higher future P/E, and an updated discount rate.
ナラティブの更新 • May 09
EXENS: Defense Backlog And Higher P E Range Will Shape Upside Outlook
Exosens' updated analyst price target has edged higher by about €0.30, with the adjustment supported by recent target increases from Berenberg, JPMorgan, Deutsche Bank and Citi. These changes reflect refreshed assumptions on growth, profitability and P/E multiples.Recent updates
ナラティブの更新 • May 24
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Future Earnings Power
Analysts have raised their average price targets on Exosens to a range of €55 to €71, and your updated fair value narrative remains at €75. This change is supported by revised assumptions that include slightly higher revenue growth, a higher future P/E, and an updated discount rate.ナラティブの更新 • May 09
EXENS: Defense Backlog And Higher P E Range Will Shape Upside Outlook
Exosens' updated analyst price target has edged higher by about €0.30, with the adjustment supported by recent target increases from Berenberg, JPMorgan, Deutsche Bank and Citi. These changes reflect refreshed assumptions on growth, profitability and P/E multiples.ナラティブの更新 • Apr 24
EXENS: Defense Backlog And Rich P E Will Shape Balanced Outlook
Exosens' analyst price target has been lifted, with the fair value estimate moving by €2 to €66.83 as analysts broadly raise their targets into a future P/E of about 32.8x, citing updated views reflected in recent price target increases from multiple banks. Analyst Commentary Recent research points to a cluster of higher targets around the current fair value estimate, with price objectives now ranging from €55 to €71.ナラティブの更新 • Apr 10
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Earnings Power
Exosens' updated analyst price target has shifted from €61.00 to €75.00. This reflects analysts' revised fair value views, supported by a series of recent target increases from major banks citing their latest assessments on growth, profitability and P/E assumptions.ナラティブの更新 • Mar 27
EXENS: Defense Backlog And New Shareholder Support Will Shape Balanced Outlook
Exosens' analyst price targets have moved higher, with recent updates ranging from about €55 to €71 as analysts factor in their latest views on growth, margins and valuation multiples, while the model's fair value estimate remains steady at €64.83. Analyst Commentary Recent Street research on Exosens clusters around higher price targets in a relatively tight band, giving you a clearer sense of how the market is framing potential risk and reward.ナラティブの更新 • Mar 12
EXENS: Defense Contracts And New Shareholder Support Will Underpin Measured Outlook
Exosens' analyst price target has been revised higher to €64.83 from €51.33, reflecting updated assumptions on revenue growth, profit margins, and future P/E in line with recent price target increases from several banks including JPMorgan, Deutsche Bank, Citi, and Berenberg. Analyst Commentary Recent research shows a cluster of higher price targets on Exosens, with JPMorgan at the upper end and several other banks setting targets in a similar range.
ナラティブの更新 • Feb 22
EXENS: Future Defense Contracts Will Still Reveal Extended Overvaluation Risk
Analysts have nudged their price target on Exosens slightly higher to €39.06 from €38.30, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E, which together support a modest uplift in estimated fair value. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens for about €268.7 million at €54 per share, making Theon the second largest shareholder after Groupe HLD, following regulatory clearances and closing on January 7, 2026 (Key Developments).ナラティブの更新 • Feb 07
EXENS: Defense Contracts And New Shareholder Support Will Strengthen Future Earnings Power
Analysts have maintained their price target for Exosens at €61.00. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they view as offsetting one another.ナラティブの更新 • Jan 24
EXENS: Long Term Defense Contracts Will Drive Future Earnings Power Higher
Analysts now set their fair value estimate for Exosens at $61.00, compared with the prior $60.00, citing adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Theon International Plc completed the acquisition of a 9.8% stake in Exosens for approximately €268.7 million at €54 per share, becoming the second largest shareholder after Groupe HLD (M&A Transaction Closings).ナラティブの更新 • Jan 10
EXENS: Future Defense Contracts Will Expose Overvaluation Risk Despite Extended Supply Agreement
Analysts have raised their price target on Exosens to about $38.30 from $33.50, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that they see as better reflecting the company’s current outlook. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens from Invest Gamma, HLD Europe S.C.A. and Invest Prince Henri SCA for about €268.7 million at €54 per share.ナラティブの更新 • Dec 26
EXENS: German Defense Contract Will Drive Earnings Power Higher
Analysts have raised their price target on Exosens from 50.50 dollars to 60.00 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a richer future earnings multiple supported by a marginally lower discount rate. What's in the News Exosens and Theon International secured a landmark OCCAR contract to supply 100,000 Mikron binocular devices embedding 200,000 16mm tubes for the German Armed Forces and additional devices for Belgium, a deal valued at more than EUR 500 million and described as likely the largest night vision contract ever concluded globally (Key Developments).ナラティブの更新 • Dec 12
EXENS: Extended Defense Contracts And Equity Stake Will Support Steady Outlook
Analysts have raised their price target on Exosens from approximately $49.67 to $51.33, citing a modestly lower discount rate and slightly higher expected future valuation multiples, despite marginally softer revenue growth and profit margin assumptions. What's in the News Exosens and Theon International extended their long term commercial agreement for Image Intensifier Tubes by three years to cover potential deliveries through 2030, with Theon set to convert 2027 and 2028 options into firm orders and increase its annual purchase volumes (company announcement).ナラティブの更新 • Nov 28
EXENS: Major Defense Contract Will Drive Demand Momentum Through 2028
Analysts have slightly adjusted their price target for Exosens, maintaining it at $49.67. The updated expectations reflect a marginal decrease in projected revenue growth, which is offset by a modest improvement in anticipated profit margins.ナラティブの更新 • Nov 13
EXENS: Recent Stake Acquisition and Defense Contract Will Shape Outlook Through 2028
Analysts have raised their price target for Exosens from $48.67 to $49.67, citing improved revenue growth forecasts and a slightly lower discount rate as key factors behind the increase. What's in the News Theon International Plc entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, making Theon the second largest shareholder upon completion.ナラティブの更新 • Oct 30
EXENS: Defense Sector Demand And Shareholder Shift Will Shape Outlook
Analysts have raised their price target for Exosens from $47.56 to $48.67, citing incremental improvements in revenue growth, profit margins, and future earnings expectations. What's in the News Theon International Plc has entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, which would make Theon the second largest shareholder, pending regulatory approval.分析記事 • Oct 27
Calculating The Intrinsic Value Of Exosens (EPA:EXENS)
Key Insights Exosens' estimated fair value is €53.11 based on 2 Stage Free Cash Flow to Equity Exosens' €47.50 share...ナラティブの更新 • Oct 16
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Analysts have raised their price target for Exosens from $45.50 to $47.56, citing expectations of slightly stronger revenue growth and higher future valuation multiples. What's in the News Theon International Plc has agreed to acquire a 9.8% stake in Exosens for approximately €270 million, becoming the company's second largest shareholder.分析記事 • Sep 15
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Sep 10
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Despite a reduction in consensus revenue growth forecasts, the valuation multiple for Exosens SAS has increased, driving the analyst price target up from €42.57 to €45.50. What's in the News Exosens announces a share repurchase program of up to 240,000 shares, intended to cover performance share plans for employees, with an expiration date of October 31, 2025.ナラティブの更新 • Aug 08
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
With no significant changes in Exosens' discount rate or future P/E, the consensus analyst price target remained steady at €42.57. What's in the News Exosens announces a share repurchase program for up to 240,000 shares, with repurchased shares to be used for employee performance share plans and offer expiring on October 31, 2025.分析記事 • Aug 03
Exosens (EPA:EXENS) Released Earnings Last Week And Analysts Lifted Their Price Target To €41.21
It's been a good week for Exosens ( EPA:EXENS ) shareholders, because the company has just released its latest...分析記事 • Jul 25
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 26% Above Its Share Price
Key Insights The projected fair value for Exosens is €50.06 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jul 06
Exosens (EPA:EXENS) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Jun 13
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...新しいナラティブ • Jun 08
Elevated Defense Spending Will Challenge Overvaluation And Unleash Upside
Growth and profitability expectations rely on sustained global defense spending, rapid demand capture, and seamless operational execution, making them vulnerable to defense cycle shifts and integrati分析記事 • May 29
Market Participants Recognise Exosens' (EPA:EXENS) Revenues Pushing Shares 27% Higher
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Longer-term...分析記事 • Mar 06
€31.58 - That's What Analysts Think Exosens (EPA:EXENS) Is Worth After These Results
The investors in Exosens 's ( EPA:EXENS ) will be rubbing their hands together with glee today, after the share price...分析記事 • Mar 05
Optimistic Investors Push Exosens (EPA:EXENS) Shares Up 37% But Growth Is Lacking
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 37% gain in the last month alone. Longer-term...分析記事 • Feb 14
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 96% Above Its Share Price
Key Insights The projected fair value for Exosens is €42.30 based on 2 Stage Free Cash Flow to Equity Exosens' €21.56...株主還元
| EXENS | FR Aerospace & Defense | FR 市場 | |
|---|---|---|---|
| 7D | 8.1% | 2.8% | 1.3% |
| 1Y | 58.9% | 4.9% | 2.0% |
業界別リターン: EXENS過去 1 年間で4.9 % の収益を上げたFrench Aerospace & Defense業界を上回りました。
リターン対市場: EXENS過去 1 年間で2 % の収益を上げたFrench市場を上回りました。
価格変動
| EXENS volatility | |
|---|---|
| EXENS Average Weekly Movement | 6.5% |
| Aerospace & Defense Industry Average Movement | 6.6% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in FR Market | 10.9% |
| 10% least volatile stocks in FR Market | 2.9% |
安定した株価: EXENS 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EXENSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1937 | 1,499 | Jerome Cerisier | www.exosens.com |
Exosens社は、フランス、ヨーロッパ、北米、アジア、オセアニア、アフリカ、および国際的な増幅、検出、画像処理分野の電気光学技術の開発、製造、販売に従事しています。イメージ・インテンシファイア・チューブ、紫外線、短波・長波赤外線、可視・近赤外線、中波赤外線カメラ、強化ビジョン機器、イオン・電子、シンチレーション、単一光子検出製品、X線コンポーネント、中性子イメージング製品、科学用途のイメージ・インテンシファイア、ガンマ線・中性子検出器、ミネラル絶縁エクステンションを提供。また、電力管やマイクロ波装置、メタン空中検知ソリューションも提供している。Photonis、Xenics、Telops、El-Mulのブランド名で事業を展開。同社は防衛・監視、産業研究・制御、ライフサイエンス・環境、原子力の市場にサービスを提供している。同社は1937年に設立され、フランスのメリニャックに本社を置いている。エクソセンスはHLD Europe S.C.Aの子会社として活動している。
Exosens 基礎のまとめ
| EXENS 基礎統計学 | |
|---|---|
| 時価総額 | €3.22b |
| 収益（TTM） | €70.19m |
| 売上高(TTM) | €468.19m |
50.0x
PER（株価収益率7.5x
P/SレシオEXENS は割高か？
公正価値と評価分析を参照収益と収入
| EXENS 損益計算書（TTM） | |
|---|---|
| 収益 | €468.19m |
| 売上原価 | €186.99m |
| 売上総利益 | €281.19m |
| その他の費用 | €211.00m |
| 収益 | €70.19m |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 1.38 |
| グロス・マージン | 60.06% |
| 純利益率 | 14.99% |
| 有利子負債／自己資本比率 | 56.1% |
EXENS の長期的なパフォーマンスは？
過去の実績と比較を見る| Exosens 配当日 | |
|---|---|
| 配当落ち日 | May 27 2026 |
| 配当支払日 | May 29 2026 |
| 配当落ちまでの日数 | 2 days |
| 配当支払日までの日数 | 0 days |
EXENS 配当は確実ですか？
EXENS 配当履歴とベンチマークを見る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 | 2026/05/28 18:19 |
| 終値 | 2026/05/28 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Exosens 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Amelie Dueckelmann-Dublany | Berenberg |
| Aleksander Peterc | Bernstein |
| Laurent Gelebart | BNP Paribas |