Legrand SA

ENXTPA:LR 株式レポート

時価総額：€39.4b

Legrand 将来の成長

Future 基準チェック /26

Legrand利益と収益がそれぞれ年間10.1%と8.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.1% 9.9%なると予測されています。

主要情報

10.1%

収益成長率

9.88%

EPS成長率

Electrical 収益成長13.8%
収益成長率8.2%
将来の株主資本利益率19.10%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

分析記事 • May 11

The Legrand SA (EPA:LR) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.3% to close at €157 following the release of...
分析記事 • Aug 03

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.2% to close at €129 following the release of...

Recent updates

分析記事 • May 11

The Legrand SA (EPA:LR) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.3% to close at €157 following the release of...
ナラティブの更新 • May 08

LR: Data Center Demand And Dividend Plans Will Shape Balanced Future Expectations

Legrand's fair value estimate has been revised higher by about €5 to €157.79, reflecting analysts' updated price targets around €175 and their recent adjustments to revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research shows a split view on Legrand, with several firms lifting price targets while others move to more neutral stances.
ナラティブの更新 • Apr 24

LR: Data Center Demand And Cash Returns Will Shape Balanced Future Expectations

The updated analyst price target for Legrand edges down by about €1 to €153, as analysts factor in a slightly higher discount rate and more neutral recent research, while assumptions for revenue growth and profit margins remain broadly steady. Analyst Commentary Recent Street research on Legrand is mixed, with some bullish analysts lifting price targets and others stepping back to more neutral views.
ナラティブの更新 • Apr 09

LR: Data Center Trends And Cash Returns Will Shape Balanced Future Performance

Legrand's analyst fair value estimate has shifted to €154.11 from €142.71, reflecting updated assumptions on revenue growth, margins and future P/E multiples in the context of higher price targets from several firms and valuation driven downgrades from others. Analyst Commentary Recent Street research on Legrand reflects a mix of optimism on upside potential and caution around valuation and end market risks.
分析記事 • Apr 09

Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブの更新 • Mar 26

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.
ナラティブの更新 • Mar 11

LR: Low Voltage And Cooling Risks Will Challenge Optimistic Pricing

Our updated analyst price target for Legrand rises from about €84 to about €120, reflecting Street research that has generally lifted price targets into the €145 to €175 range, while some analysts flag valuation and competitive risks around low voltage and cooling products. Analyst Commentary Street research on Legrand has turned more mixed, with several firms lifting price targets while others highlight valuation and product specific risks.
ナラティブの更新 • Feb 24

LR: AI Hardware Shift Will Test Yet Support Future Cash Generation

Our analyst price target for Legrand increases from €167 to €176, reflecting a combination of higher Street targets from several banks and ongoing valuation caution highlighted by recent downgrades to Hold and Neutral. Analyst Commentary Street research on Legrand is mixed, but there is a clear pocket of optimism from bullish analysts who are lifting targets and keeping positive ratings, even as others flag valuation and industry risks.
分析記事 • Feb 15

Legrand (EPA:LR) Has Announced That It Will Be Increasing Its Dividend To €2.38

Legrand SA ( EPA:LR ) will increase its dividend on the 2nd of June to €2.38, which is 8.2% higher than last year's...
ナラティブの更新 • Feb 10

LR: AI Hardware Shift Will Test Yet Highlight Robust Cash Generation

Analysts have trimmed their stance on Legrand, with recent price targets moving lower to a range of about €126 to €150. This reflects updated views on cash generation and potential pressure on certain low voltage and cooling products linked to artificial intelligence hardware trends.
分析記事 • Jan 29

Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

Legrand SA's ( EPA:LR ) price-to-earnings (or "P/E") ratio of 28.4x might make it look like a strong sell right now...
ナラティブの更新 • Jan 27

LR: AI Hardware Shift Will Test Yet Support Data Center Cash Generation

Narrative Update on Legrand Analysts have trimmed their price expectations for Legrand, with our updated fair value now reflecting a more cautious stance in line with lower Street targets. These include moves such as Goldman Sachs cutting its target to €126 and Deutsche Bank easing back to €145, as they weigh potential pressure on low voltage and cooling products alongside still supportive views on cash generation.
分析記事 • Jan 16

Is Legrand SA (EPA:LR) Potentially Undervalued?

Legrand SA ( EPA:LR ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...
ナラティブの更新 • Jan 12

LR: AI Hardware Shifts Will Test Data Center Cash Generation Thesis

Analysts have trimmed their price expectations for Legrand, citing lower Street targets such as Goldman Sachs cutting its view to €126 from €146 and Deutsche Bank easing to €145 from €150. They say this reflects concerns around exposure to low voltage products and air cooling equipment as artificial intelligence hardware trends evolve.
ナラティブの更新 • Dec 24

LR: Expanding Data Center Exposure Will Drive Stronger Long-Term Cash Generation

Our analyst fair value estimate for Legrand has inched up to EUR 167 from EUR 165 as analysts factor in improving cash generation, stronger data center driven growth prospects, and slightly higher expected margins, partially offset by a modestly higher discount rate. Analyst Commentary Recent Street research reflects a generally constructive stance on Legrand, with a series of rating changes and price target revisions clustering around the EUR 150 to EUR 167 range.
分析記事 • Dec 23

We Think Legrand (EPA:LR) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 • Dec 10

LR: Data Center Expansion And Cash Generation Will Support Balanced Future Performance

Legrand's analyst price target has been nudged higher to about EUR 143, reflecting analysts' slightly stronger confidence in the group's cash generation and expanding data center exposure, despite some mixed rating actions around the EUR 150 to EUR 167 target range. Analyst Commentary Recent Street research paints a mixed but generally constructive picture for Legrand, with several target changes and rating moves centering around the EUR 150 to EUR 167 range.
ナラティブの更新 • Nov 26

LR: Expanding Data Center Segment Will Support Performance Amidst Rating Shifts

Legrand's analyst fair value price target was modestly reduced from €141.99 to €141.88, as analysts cite continued confidence in cash generation and data center expansion. However, there are slightly tempered profit and margin assumptions.
ナラティブの更新 • Nov 10

LR: Data Center Exposure Will Drive Balanced Performance Amid Rating Shifts

Legrand’s analyst price target has been adjusted downward from approximately €143.94 to €141.99. Analysts cite a modest revision in fair value due to evolving sector dynamics and recent rating changes.
分析記事 • Oct 28

Legrand (EPA:LR) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
ナラティブの更新 • Oct 27

Expanding Data Center Focus Will Drive Future Margin And Earnings Strength

Legrand's analyst price target has increased from €142.33 to €143.94, as analysts point to higher data center exposure and expected margin improvements as key drivers behind the positive outlook. Analyst Commentary Recent analyst actions have reflected growing optimism around Legrand, with upward revisions to price targets and ratings.
ナラティブの更新 • Oct 13

Data Center Demand And Electrification Will Unlock Future Value

Legrand's analyst price target has been increased from approximately €134 to €142. This reflects heightened optimism from analysts, driven by stronger data center exposure and recent upgrades in margin and growth assumptions.
ナラティブの更新 • Sep 29

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has been raised to €133.99, reflecting analysts’ increased confidence in its fundamentals and market positioning amid positive sector trends and improved earnings expectations. Analyst Commentary JPMorgan resumed coverage with an Overweight rating and added Legrand to its Analyst Focus List, citing upside potential to consensus estimates.
ナラティブの更新 • Sep 14

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has risen to €130.94 as analysts cite improved operating performance, stronger revenue growth expectations, robust core market demand, and greater confidence in management execution. Analyst Commentary JPMorgan sees upside to consensus estimates, prompting a resumed Overweight rating and inclusion on its Analyst Focus List.
ナラティブの更新 • Aug 30

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target was raised to €129.52, reflecting analysts’ increased conviction from improving operating trends, robust earnings momentum, and a strong balance sheet. Analyst Commentary JPMorgan highlighted upside to consensus estimates, supporting a positive re-rating.
分析記事 • Aug 27

Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

Legrand SA ( EPA:LR ) led the ENXTPA gainers with a relatively large price hike in the past couple of weeks. The recent...
分析記事 • Aug 03

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.2% to close at €129 following the release of...
分析記事 • Jul 28

Some Confidence Is Lacking In Legrand SA's (EPA:LR) P/E

With a price-to-earnings (or "P/E") ratio of 27.6x Legrand SA ( EPA:LR ) may be sending very bearish signals at the...
分析記事 • Jul 13

Is Legrand (EPA:LR) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 30

Return Trends At Legrand (EPA:LR) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Jun 18

Are Legrand SA (EPA:LR) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Legrand fair value estimate is €88.28 Legrand's €111 share...
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新しいナラティブ • Nov 07

Acquisitions And US Datacenter Strategy Drive Growth Amid Global Challenges

Legrand's acquisition strategy, especially in U.S. datacenters, is key to driving future revenue growth and significant sales in high-growth markets.

業績と収益の成長予測

ENXTPA:LR - 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
12/31/202812,5641,7641,8182,07814
12/31/202711,6061,6041,6781,95217
12/31/202610,6941,4491,5601,77817
3/31/20269,7401,2861,3611,613N/A
12/31/20259,4811,2451,3281,577N/A
9/30/20259,3911,2251,4091,653N/A
6/30/20259,2131,2171,3161,555N/A
3/31/20258,8991,1841,3261,566N/A
12/31/20248,6491,1661,2841,523N/A
9/30/20248,3391,0451,1141,361N/A
6/30/20248,3321,0751,2381,490N/A
3/31/20248,2961,0941,3981,652N/A
12/31/20238,4171,1491,5831,836N/A
9/30/20238,4931,1251,6291,866N/A
6/30/20238,5421,1021,5251,749N/A
3/31/20238,5171,0721,3181,529N/A
12/31/20228,3391,0001,0311,236N/A
9/30/20227,9791,017791972N/A
6/30/20227,633971698871N/A
3/31/20227,292935748920N/A
12/31/20216,9949059421,113N/A
9/30/20216,7748871,1721,342N/A
6/30/20216,7208771,3321,500N/A
3/31/20216,2587421,1301,287N/A
12/31/20206,1006811,0071,162N/A
9/30/20206,2277039721,134N/A
6/30/20206,2287059061,083N/A
3/31/20206,5888121,0921,289N/A
12/31/20196,622835N/A1,239N/A
9/30/20196,449822N/A1,171N/A
6/30/20196,237797N/A1,074N/A
3/31/20196,102787N/A921N/A
12/31/20185,997772N/A925N/A
9/30/20185,970811N/A883N/A
6/30/20185,836785N/A860N/A
3/31/20185,647738N/A844N/A
12/31/20175,521711N/A864N/A
9/30/20175,303677N/A833N/A
6/30/20175,242661N/A878N/A
3/31/20175,148650N/A885N/A
12/31/20165,019629N/A832N/A
9/30/20164,954560N/A828N/A
6/30/20164,847551N/A749N/A
3/31/20164,835551N/A776N/A
12/31/20154,810551N/A796N/A
9/30/20154,736551N/A788N/A
6/30/20154,686547N/A790N/A

アナリストによる今後の成長予測

収入対貯蓄率: LRの予測収益成長率 (年間10.1% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: LRの収益 ( 10.1% ) French市場 ( 12.4% ) よりも低い成長が予測されています。

高成長収益: LRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: LRの収益 ( 8.2% ) French市場 ( 5.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: LRの収益 ( 8.2% ) 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: LR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 ( 19.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 20:02
終値2026/05/22 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Legrand SA 17 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。36

アナリスト機関
Robert BateBarclays
George FeatherstoneBarclays
Philip BullerBerenberg