View Past PerformanceLACROIX Group バランスシートの健全性財務の健全性 基準チェック /46LACROIX Groupの総株主資本は€94.1M 、総負債は€119.2Mで、負債比率は126.6%となります。総資産と総負債はそれぞれ€390.2Mと€296.1Mです。 LACROIX Groupの EBIT は€18.4Mで、利息カバレッジ比率4.1です。現金および短期投資は€37.5Mです。主要情報126.64%負債資本比率€119.21m負債インタレスト・カバレッジ・レシオ4.1x現金€37.50mエクイティ€94.13m負債合計€296.09m総資産€390.22m財務の健全性に関する最新情報分析記事 • Nov 23Is LACROIX Group (EPA:LACR) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 30LACROIX Group (EPA:LACR) Has A Somewhat Strained Balance SheetDavid 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 • May 17Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 31Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 10hInvestor sentiment improves as stock rises 19%After last week's 19% share price gain to €20.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 44% over the past three years.New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.6% 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: Minor Risks High level of debt (87% net debt to equity). Share price has been volatile over the past 3 months (7.6% average weekly change).Buy Or Sell Opportunity • Jul 08Now 24% undervaluedOver the last 90 days, the stock has risen 31% to €17.00. The fair value is estimated to be €22.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.Buy Or Sell Opportunity • Jun 09Now 22% undervaluedOver the last 90 days, the stock has risen 26% to €17.50. The fair value is estimated to be €22.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.Price Target Changed • May 22Price target increased by 13% to €18.10Up from €16.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €17.60. Stock is up 144% over the past year. The company is forecast to post earnings per share of €2.64 for next year compared to €3.48 last year.分析記事 • May 20Is It Too Late To Consider Buying LACROIX Group SA (EPA:LACR)?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it led the ENXTPA gainers with a relatively...Buy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €15.95. The fair value is estimated to be €20.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €15.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.24 per share.お知らせ • Apr 10LACROIX Group SA, Annual General Meeting, May 13, 2026LACROIX Group SA, Annual General Meeting, May 13, 2026. Location: 17 rue oceane, saint herblain FranceReported Earnings • Apr 02Full year 2025 earnings releasedFull year 2025 results: Revenue: €445.5m (down 30% from FY 2024). Net income: €16.3m (up €34.4m from FY 2024). Profit margin: 3.7% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in France.お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.分析記事 • Feb 04LACROIX Group SA's (EPA:LACR) Business Is Trailing The Industry But Its Shares Aren'tIt's not a stretch to say that LACROIX Group SA's ( EPA:LACR ) price-to-sales (or "P/S") ratio of 0.1x right now seems...お知らせ • Dec 16+ 1 more updateLACROIX Group SA to Report First Half, 2026 Results on Sep 30, 2026LACROIX Group SA announced that they will report first half, 2026 results on Sep 30, 2026お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.Reported Earnings • Oct 05First half 2025 earnings releasedFirst half 2025 results: Revenue: €227.9m (down 35% from 1H 2024). Net income: €12.0m (up €11.3m from 1H 2024). Profit margin: 5.3% (up from 0.2% in 1H 2024). Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in France are expected to grow by 17%.お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).New Risk • Oct 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Market cap is less than US$100m (€54.1m market cap, or US$63.5m).Price Target Changed • Jul 30Price target decreased by 8.2% to €7.85Down from €8.55, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €8.06. Stock is down 60% over the past year. The company is forecast to post earnings per share of €0.99 next year compared to a net loss per share of €3.86 last year.Price Target Changed • May 16Price target decreased by 19% to €8.55Down from €10.55, the current price target is an average from 2 analysts. New target price is 18% above last closing price of €7.24. Stock is down 72% over the past year. The company is forecast to post earnings per share of €0.66 next year compared to a net loss per share of €3.86 last year.お知らせ • Apr 09LACROIX Group SA, Annual General Meeting, May 16, 2025LACROIX Group SA, Annual General Meeting, May 16, 2025. Location: 17 rue oceane, saint herblain Franceお知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.分析記事 • Apr 03Here's What Analysts Are Forecasting For LACROIX Group SA (EPA:LACR) After Its Yearly ResultsThere's been a major selloff in LACROIX Group SA ( EPA:LACR ) shares in the week since it released its yearly report...Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.21 loss per share (down from €0.91 profit in FY 2023). Revenue: €635.5m (down 17% from FY 2023). Net loss: €18.1m (down €22.3m from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to stay flat during the next 2 years compared to a 17% growth forecast for the Electronic industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.分析記事 • Mar 11Returns On Capital Signal Tricky Times Ahead For LACROIX Group (EPA:LACR)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Mar 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to €10.00. The fair value is estimated to be €8.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Meanwhile, the company became loss making. Revenue is forecast to decline by 15% in a year. Earnings are forecast to decline by 126% in the next year.New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% 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 Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€46.0m market cap, or US$49.5m).Major Estimate Revision • Feb 12Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€3.26 to -€4.40 per share. Revenue forecast of €640.5m unchanged since last update. Electronic industry in France expected to see average net income growth of 51% next year. Consensus price target down from €15.30 to €10.55. Share price fell 12% to €8.00 over the past week.分析記事 • Feb 12A Look At The Intrinsic Value Of LACROIX Group SA (EPA:LACR)Key Insights LACROIX Group's estimated fair value is €8.80 based on 2 Stage Free Cash Flow to Equity LACROIX Group's...お知らせ • Jan 23LACROIX Group SA to Report First Half, 2025 Results on Sep 30, 2025LACROIX Group SA announced that they will report first half, 2025 results on Sep 30, 2025お知らせ • Jan 08LACROIX Group SA to Report Fiscal Year 2024 Results on Mar 31, 2025LACROIX Group SA announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 31, 2025お知らせ • Dec 13Lacroix in Talks to Sell Its City-Mobility BusinessLACROIX Group SA (ENXTPA:LACR) announced that it has started discussions on the sale of its city-mobility segment to Austrian traffic technology group SWARCO AG. The targeted operations include the Traffic and V2X businessunits, which booked EUR 27.3 million (USD 28.6 million) in revenue in 2023, making up for 3.6% of the group's total revenue. They employ 122 people across the French sites of Carros, Ploufragan and Cesson, as well as a Spanish site in Madrid. Negotiations follow the announcement of the French firm’s plan to sell the business in May. A divestment will complete Lacroix’ strategic refocusing on its two high-potential activities -- electronics and environment. Lacroix and Swarco expect to finalise a transaction in the first quarter of 2025. Financial details were not provided.分析記事 • Nov 23Is LACROIX Group (EPA:LACR) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Oct 07Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €702.7m to €641.0m. Now expected to report a loss of €3.29 per share instead of €1.70 per share profit previously forecast. Electronic industry in France expected to see average net income growth of 16% next year. Consensus price target down from €27.50 to €18.75. Share price fell 11% to €15.90 over the past week.分析記事 • Oct 04LACROIX Group SA (EPA:LACR) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a sad week for LACROIX Group SA ( EPA:LACR ), who've watched their investment drop 12% to €15.80 in the week...Reported Earnings • Oct 02First half 2024 earnings releasedFirst half 2024 results: Revenue: €350.3m (down 9.7% from 1H 2023). Net income: €700.0k (down 88% from 1H 2023). Profit margin: 0.2% (down from 1.4% in 1H 2023). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in France are expected to grow by 24%.Price Target Changed • Oct 01Price target decreased by 21% to €23.00Down from €29.20, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €17.95. Stock is down 43% over the past year. The company is forecast to post a net loss per share of €3.29 compared to earnings per share of €0.91 last year.New Risk • Sep 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.1m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (€90.1m market cap, or US$99.5m).Major Estimate Revision • Jul 26Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €730.7m to €702.7m. EPS estimate also fell from €2.04 per share to €1.70 per share. Net income forecast to grow 89% next year vs 71% growth forecast for Electronic industry in France. Consensus price target down from €29.20 to €27.50. Share price fell 7.1% to €19.50 over the past week.Upcoming Dividend • Jul 05Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (0.7%).Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €20.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.92 per share.分析記事 • Jun 16LACROIX Group (EPA:LACR) Has Announced That Its Dividend Will Be Reduced To €0.70LACROIX Group SA ( EPA:LACR ) has announced that on 16th of July, it will be paying a dividend of€0.70, which a...お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.分析記事 • May 10Shareholders May Be Wary Of Increasing LACROIX Group SA's (EPA:LACR) CEO Compensation PackageKey Insights LACROIX Group's Annual General Meeting to take place on 17th of May Salary of €252.1k is part of CEO...分析記事 • May 06LACROIX Group (EPA:LACR) Is Reducing Its Dividend To €0.70LACROIX Group SA ( EPA:LACR ) is reducing its dividend from last year's comparable payment to €0.70 on the 16th of...分析記事 • Apr 15LACROIX Group (EPA:LACR) Has Announced That Its Dividend Will Be Reduced To €0.70LACROIX Group SA ( EPA:LACR ) is reducing its dividend from last year's comparable payment to €0.70 on the 16th of...Declared Dividend • Apr 15Dividend reduced to €0.70Dividend of €0.70 is 13% lower than last year. Ex-date: 12th July 2024 Payment date: 16th July 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 201% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 09Some May Be Optimistic About LACROIX Group's (EPA:LACR) EarningsLACROIX Group SA's ( EPA:LACR ) earnings announcement last week didn't impress shareholders. Despite the soft profit...Major Estimate Revision • Apr 09Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €755.8m to €726.9m. EPS estimate also fell from €2.74 per share to €2.13 per share. Net income forecast to grow 135% next year vs 36% growth forecast for Electronic industry in France. Consensus price target down from €31.00 to €29.00. Share price fell 6.7% to €23.80 over the past week.分析記事 • Apr 05LACROIX Group SA Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that LACROIX Group SA ( EPA:LACR ) filed its yearly result this time last week. The...お知らせ • Apr 03LACROIX Group SA, Annual General Meeting, May 17, 2024LACROIX Group SA, Annual General Meeting, May 17, 2024. Agenda: To consider dividend.Buy Or Sell Opportunity • Apr 03Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €24.20. The fair value is estimated to be €31.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 0.3% per annum. Earnings are forecast to grow by 44% per annum over the same time period.お知らせ • Apr 03LACROIX Group SA Provides Revenue Guidance for the Full Years 2024 and 2025LACROIX Group SA provided revenue guidance for the full years 2024 and 2025. Taking into account the economic uncertainties of 2024, the company expected a revenue excluding the Road signs segment to exceed €710 million in 2024, slightly up on its 2023 level (that is €702 million). By 2025, the Group confirmed its revenue target of €800 million, conditional on the completion of an external growth operation and more favorable demand trends in the automotive and HBAS markets.お知らせ • Dec 19+ 1 more updateLACROIX Group SA to Report First Half, 2024 Results on Sep 30, 2024LACROIX Group SA announced that they will report first half, 2024 results on Sep 30, 2024お知らせ • Dec 16LACROIX and AIAC Enter into Exclusive Negotiations for Sale of Road Signs Business UnitLACROIX Group SA (ENXTPA:LACR) announced that it has entered into exclusive negotiations with the North American industrial investment firm AMERICAN INDUSTRIAL ACQUISITION CORPORATION (AIAC) with a view to selling its Road Signs Business Unit (8% of LACROIX revenue by 2022). This announcement follows the communication of February 9, 2023 in which LACROIX expressed its desire to find a buyer for this business, in order to focus its investments on its strategic markets around industrial IoT and electronic equipment.Major Estimate Revision • Nov 09Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €776.6m to €764.6m. EPS estimate also fell from €3.36 per share to €2.41 per share. Net income forecast to shrink 3.1% next year vs 24% growth forecast for Electronic industry in France . Consensus price target down from €44.00 to €34.95. Share price was steady at €27.80 over the past week.お知らせ • Nov 09LACROIX Group SA Provides Earnings Guidance for the Year 2023LACROIX Group SA provided earnings guidance for the year 2023. For the year, the company remains confident in exceeding a revenue of €750 million on a like-for-like basis, i.e. an increase of at least 6%.Price Target Changed • Nov 08Price target decreased by 13% to €40.95Down from €47.30, the current price target is an average from 2 analysts. New target price is 50% above last closing price of €27.30. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €2.54 last year.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €30.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Electronic industry in France. Total returns to shareholders of 40% over the past three years.Reported Earnings • Oct 01First half 2023 earnings released: EPS: €1.20 (vs €0.83 in 1H 2022)First half 2023 results: EPS: €1.20 (up from €0.83 in 1H 2022). Revenue: €387.8m (up 15% from 1H 2022). Net income: €5.60m (up 44% from 1H 2022). Profit margin: 1.4% (up from 1.1% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in France.分析記事 • Sep 30LACROIX Group (EPA:LACR) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Aug 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Aug 29Lacroix Group Sa Provides Earnings Forecast for the Year 2023 and 2025LACROIX Group SA provided earnings forecast for the year 2023 and 2025. For the 2023, the company confirm its financial targets for 2023, with revenue over €750 million on a like-for-like basis, i.e. an increase of at least 6%. For the 2025, the company expects financial targets set out in the Leadership 2025 plan have been confirmed, in particular the targets for revenue (€800 million) and EBITDA margin (around 9%).分析記事 • May 11LACROIX Group's (EPA:LACR) Dividend Is Being Reduced To €0.80LACROIX Group SA ( EPA:LACR ) has announced that on 13th of July, it will be paying a dividend of€0.80, which a...お知らせ • May 10LACROIX Group SA Provides Revenue Guidance for the Fiscal Year 2023LACROIX Group SA provided revenue guidance for the fiscal year 2023. With this very positive start to the year, the company is maintaining its annual targets. The group anticipates a revenue of over €750 million on a like-for-like basis, i.e. growth of at least 6%.分析記事 • Apr 08LACROIX Group (EPA:LACR) Is Paying Out Less In Dividends Than Last YearLACROIX Group SA's ( EPA:LACR ) dividend is being reduced from last year's payment covering the same period to €0.80 on...Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €707.8m (up 41% from FY 2021). Net income: €11.9m (down 45% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in France.お知らせ • Jan 10+ 1 more updateLACROIX Group SA to Report Fiscal Year 2022 Results on Mar 28, 2023LACROIX Group SA announced that they will report fiscal year 2022 results on Mar 28, 2023Price Target Changed • Nov 16Price target decreased to €44.50Down from €48.75, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €25.80. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €5.32 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • Nov 11Are Investors Undervaluing LACROIX Group SA (EPA:LACR) By 49%?In this article we are going to estimate the intrinsic value of LACROIX Group SA ( EPA:LACR ) by estimating the...Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €3.31 to €2.49 per share. Revenue forecast steady at €673.8m. Net income forecast to shrink 29% next year vs 14% growth forecast for Electronic industry in France . Consensus price target down from €48.75 to €42.85. Share price rose 3.2% to €29.40 over the past week.Reported Earnings • Sep 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (flat on 2Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in France.Price Target Changed • Sep 30Price target decreased to €45.15Down from €50.55, the current price target is an average from 2 analysts. New target price is 55% above last closing price of €29.10. Stock is down 23% over the past year. The company is forecast to post earnings per share of €3.31 for next year compared to €5.32 last year.Price Target Changed • Aug 26Price target decreased to €48.55Down from €53.55, the current price target is an average from 2 analysts. New target price is 48% above last closing price of €32.90. Stock is down 23% over the past year. The company is forecast to post earnings per share of €3.43 for next year compared to €5.32 last year.Upcoming Dividend • Jul 01Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 08 July 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (2.8%).分析記事 • May 17Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • May 10Price target decreased to €51.55Down from €57.45, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €37.40. Stock is down 19% over the past year. The company is forecast to post earnings per share of €3.45 for next year compared to €5.32 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in France. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.85 per share.Price Target Changed • Feb 15Price target increased to €57.45Up from €52.55, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €42.90. Stock is up 27% over the past year. The company is forecast to post earnings per share of €2.37 for next year compared to €2.43 last year.分析記事 • Dec 23Is It Time To Consider Buying LACROIX Group SA (EPA:LACR)?While LACROIX Group SA ( EPA:LACR ) might not be the most widely known stock at the moment, it saw a double-digit share...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €37.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Electronic industry in France. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €62.12 per share.分析記事 • Jul 28Should You Think About Buying LACROIX Group SA (EPA:LACR) Now?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it saw significant share price movement during...Price Target Changed • Jul 12Price target increased to €56.00Up from €51.90, the current price target is provided by 1 analyst. New target price is 30% above last closing price of €43.00. Stock is up 85% over the past year.Upcoming Dividend • Jul 03Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.4%. Lower than top quartile of French dividend payers (3.7%). In line with average of industry peers (1.5%).分析記事 • Jun 14Returns Are Gaining Momentum At LACROIX Group (EPA:LACR)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...分析記事 • May 31Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 05Shareholders Are Loving LACROIX Group SA's (EPA:LACR) 1.5% YieldCould LACROIX Group SA ( EPA:LACR ) be an attractive dividend share to own for the long haul? Investors are often drawn...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to €43.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Electronic industry in France. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.67 per share.分析記事 • Apr 12Calculating The Intrinsic Value Of LACROIX Group SA (EPA:LACR)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of LACROIX Group SA...Price Target Changed • Apr 09Price target increased to €44.90Up from €41.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €39.50. Stock is up 88% over the past year.分析記事 • Mar 29Should You Investigate LACROIX Group SA (EPA:LACR) At €35.20?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it saw a double-digit share price rise of over...分析記事 • Mar 11Should We Be Excited About The Trends Of Returns At LACROIX Group (EPA:LACR)?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 12Could The LACROIX Group SA (EPA:LACR) Ownership Structure Tell Us Something Useful?If you want to know who really controls LACROIX Group SA ( EPA:LACR ), then you'll have to look at the makeup of its...お知らせ • Feb 07Lacroix SA to Report Fiscal Year 2020 Results on Mar 25, 2021Lacroix SA announced that they will report fiscal year 2020 results on Mar 25, 2021財務状況分析短期負債: LACRの 短期資産 ( €233.4M ) が 短期負債 ( €203.1M ) を超えています。長期負債: LACRの短期資産 ( €233.4M ) が 長期負債 ( €93.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: LACRの 純負債対資本比率 ( 86.8% ) は 高い と見なされます。負債の削減: LACRの負債対資本比率は、過去 5 年間で79.4%から126.6%に増加しました。債務返済能力: LACRの負債は 営業キャッシュフロー によって 十分にカバー されています ( 33% )。インタレストカバレッジ: LACRの負債に対する 利息支払い は EBIT ( 4.1 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/07/15 04:21終値2026/07/15 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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LACROIX Group SA 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。2 アナリスト機関Stephanie LefebvreGilbert DupontJeremy SalleePortzamparc BNP Paribas
分析記事 • Nov 23Is LACROIX Group (EPA:LACR) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 30LACROIX Group (EPA:LACR) Has A Somewhat Strained Balance SheetDavid 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 • May 17Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 31Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • 10hInvestor sentiment improves as stock rises 19%After last week's 19% share price gain to €20.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 44% over the past three years.
New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.6% 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: Minor Risks High level of debt (87% net debt to equity). Share price has been volatile over the past 3 months (7.6% average weekly change).
Buy Or Sell Opportunity • Jul 08Now 24% undervaluedOver the last 90 days, the stock has risen 31% to €17.00. The fair value is estimated to be €22.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
Buy Or Sell Opportunity • Jun 09Now 22% undervaluedOver the last 90 days, the stock has risen 26% to €17.50. The fair value is estimated to be €22.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
Price Target Changed • May 22Price target increased by 13% to €18.10Up from €16.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €17.60. Stock is up 144% over the past year. The company is forecast to post earnings per share of €2.64 for next year compared to €3.48 last year.
分析記事 • May 20Is It Too Late To Consider Buying LACROIX Group SA (EPA:LACR)?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it led the ENXTPA gainers with a relatively...
Buy Or Sell Opportunity • May 18Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €15.95. The fair value is estimated to be €20.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 20%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €15.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.24 per share.
お知らせ • Apr 10LACROIX Group SA, Annual General Meeting, May 13, 2026LACROIX Group SA, Annual General Meeting, May 13, 2026. Location: 17 rue oceane, saint herblain France
Reported Earnings • Apr 02Full year 2025 earnings releasedFull year 2025 results: Revenue: €445.5m (down 30% from FY 2024). Net income: €16.3m (up €34.4m from FY 2024). Profit margin: 3.7% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in France.
お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.
お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.
分析記事 • Feb 04LACROIX Group SA's (EPA:LACR) Business Is Trailing The Industry But Its Shares Aren'tIt's not a stretch to say that LACROIX Group SA's ( EPA:LACR ) price-to-sales (or "P/S") ratio of 0.1x right now seems...
お知らせ • Dec 16+ 1 more updateLACROIX Group SA to Report First Half, 2026 Results on Sep 30, 2026LACROIX Group SA announced that they will report first half, 2026 results on Sep 30, 2026
お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.
Reported Earnings • Oct 05First half 2025 earnings releasedFirst half 2025 results: Revenue: €227.9m (down 35% from 1H 2024). Net income: €12.0m (up €11.3m from 1H 2024). Profit margin: 5.3% (up from 0.2% in 1H 2024). Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in France are expected to grow by 17%.
お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).
New Risk • Oct 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Market cap is less than US$100m (€54.1m market cap, or US$63.5m).
Price Target Changed • Jul 30Price target decreased by 8.2% to €7.85Down from €8.55, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €8.06. Stock is down 60% over the past year. The company is forecast to post earnings per share of €0.99 next year compared to a net loss per share of €3.86 last year.
Price Target Changed • May 16Price target decreased by 19% to €8.55Down from €10.55, the current price target is an average from 2 analysts. New target price is 18% above last closing price of €7.24. Stock is down 72% over the past year. The company is forecast to post earnings per share of €0.66 next year compared to a net loss per share of €3.86 last year.
お知らせ • Apr 09LACROIX Group SA, Annual General Meeting, May 16, 2025LACROIX Group SA, Annual General Meeting, May 16, 2025. Location: 17 rue oceane, saint herblain France
お知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.
分析記事 • Apr 03Here's What Analysts Are Forecasting For LACROIX Group SA (EPA:LACR) After Its Yearly ResultsThere's been a major selloff in LACROIX Group SA ( EPA:LACR ) shares in the week since it released its yearly report...
Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: €7.21 loss per share (down from €0.91 profit in FY 2023). Revenue: €635.5m (down 17% from FY 2023). Net loss: €18.1m (down €22.3m from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to stay flat during the next 2 years compared to a 17% growth forecast for the Electronic industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 11Returns On Capital Signal Tricky Times Ahead For LACROIX Group (EPA:LACR)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Mar 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to €10.00. The fair value is estimated to be €8.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Meanwhile, the company became loss making. Revenue is forecast to decline by 15% in a year. Earnings are forecast to decline by 126% in the next year.
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% 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 Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€46.0m market cap, or US$49.5m).
Major Estimate Revision • Feb 12Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€3.26 to -€4.40 per share. Revenue forecast of €640.5m unchanged since last update. Electronic industry in France expected to see average net income growth of 51% next year. Consensus price target down from €15.30 to €10.55. Share price fell 12% to €8.00 over the past week.
分析記事 • Feb 12A Look At The Intrinsic Value Of LACROIX Group SA (EPA:LACR)Key Insights LACROIX Group's estimated fair value is €8.80 based on 2 Stage Free Cash Flow to Equity LACROIX Group's...
お知らせ • Jan 23LACROIX Group SA to Report First Half, 2025 Results on Sep 30, 2025LACROIX Group SA announced that they will report first half, 2025 results on Sep 30, 2025
お知らせ • Jan 08LACROIX Group SA to Report Fiscal Year 2024 Results on Mar 31, 2025LACROIX Group SA announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 31, 2025
お知らせ • Dec 13Lacroix in Talks to Sell Its City-Mobility BusinessLACROIX Group SA (ENXTPA:LACR) announced that it has started discussions on the sale of its city-mobility segment to Austrian traffic technology group SWARCO AG. The targeted operations include the Traffic and V2X businessunits, which booked EUR 27.3 million (USD 28.6 million) in revenue in 2023, making up for 3.6% of the group's total revenue. They employ 122 people across the French sites of Carros, Ploufragan and Cesson, as well as a Spanish site in Madrid. Negotiations follow the announcement of the French firm’s plan to sell the business in May. A divestment will complete Lacroix’ strategic refocusing on its two high-potential activities -- electronics and environment. Lacroix and Swarco expect to finalise a transaction in the first quarter of 2025. Financial details were not provided.
分析記事 • Nov 23Is LACROIX Group (EPA:LACR) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Oct 07Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €702.7m to €641.0m. Now expected to report a loss of €3.29 per share instead of €1.70 per share profit previously forecast. Electronic industry in France expected to see average net income growth of 16% next year. Consensus price target down from €27.50 to €18.75. Share price fell 11% to €15.90 over the past week.
分析記事 • Oct 04LACROIX Group SA (EPA:LACR) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a sad week for LACROIX Group SA ( EPA:LACR ), who've watched their investment drop 12% to €15.80 in the week...
Reported Earnings • Oct 02First half 2024 earnings releasedFirst half 2024 results: Revenue: €350.3m (down 9.7% from 1H 2023). Net income: €700.0k (down 88% from 1H 2023). Profit margin: 0.2% (down from 1.4% in 1H 2023). Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in France are expected to grow by 24%.
Price Target Changed • Oct 01Price target decreased by 21% to €23.00Down from €29.20, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €17.95. Stock is down 43% over the past year. The company is forecast to post a net loss per share of €3.29 compared to earnings per share of €0.91 last year.
New Risk • Sep 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.1m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.6% net profit margin). Market cap is less than US$100m (€90.1m market cap, or US$99.5m).
Major Estimate Revision • Jul 26Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €730.7m to €702.7m. EPS estimate also fell from €2.04 per share to €1.70 per share. Net income forecast to grow 89% next year vs 71% growth forecast for Electronic industry in France. Consensus price target down from €29.20 to €27.50. Share price fell 7.1% to €19.50 over the past week.
Upcoming Dividend • Jul 05Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (0.7%).
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €20.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.92 per share.
分析記事 • Jun 16LACROIX Group (EPA:LACR) Has Announced That Its Dividend Will Be Reduced To €0.70LACROIX Group SA ( EPA:LACR ) has announced that on 16th of July, it will be paying a dividend of€0.70, which a...
お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.
分析記事 • May 10Shareholders May Be Wary Of Increasing LACROIX Group SA's (EPA:LACR) CEO Compensation PackageKey Insights LACROIX Group's Annual General Meeting to take place on 17th of May Salary of €252.1k is part of CEO...
分析記事 • May 06LACROIX Group (EPA:LACR) Is Reducing Its Dividend To €0.70LACROIX Group SA ( EPA:LACR ) is reducing its dividend from last year's comparable payment to €0.70 on the 16th of...
分析記事 • Apr 15LACROIX Group (EPA:LACR) Has Announced That Its Dividend Will Be Reduced To €0.70LACROIX Group SA ( EPA:LACR ) is reducing its dividend from last year's comparable payment to €0.70 on the 16th of...
Declared Dividend • Apr 15Dividend reduced to €0.70Dividend of €0.70 is 13% lower than last year. Ex-date: 12th July 2024 Payment date: 16th July 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 201% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 09Some May Be Optimistic About LACROIX Group's (EPA:LACR) EarningsLACROIX Group SA's ( EPA:LACR ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
Major Estimate Revision • Apr 09Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €755.8m to €726.9m. EPS estimate also fell from €2.74 per share to €2.13 per share. Net income forecast to grow 135% next year vs 36% growth forecast for Electronic industry in France. Consensus price target down from €31.00 to €29.00. Share price fell 6.7% to €23.80 over the past week.
分析記事 • Apr 05LACROIX Group SA Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders might have noticed that LACROIX Group SA ( EPA:LACR ) filed its yearly result this time last week. The...
お知らせ • Apr 03LACROIX Group SA, Annual General Meeting, May 17, 2024LACROIX Group SA, Annual General Meeting, May 17, 2024. Agenda: To consider dividend.
Buy Or Sell Opportunity • Apr 03Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €24.20. The fair value is estimated to be €31.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 0.3% per annum. Earnings are forecast to grow by 44% per annum over the same time period.
お知らせ • Apr 03LACROIX Group SA Provides Revenue Guidance for the Full Years 2024 and 2025LACROIX Group SA provided revenue guidance for the full years 2024 and 2025. Taking into account the economic uncertainties of 2024, the company expected a revenue excluding the Road signs segment to exceed €710 million in 2024, slightly up on its 2023 level (that is €702 million). By 2025, the Group confirmed its revenue target of €800 million, conditional on the completion of an external growth operation and more favorable demand trends in the automotive and HBAS markets.
お知らせ • Dec 19+ 1 more updateLACROIX Group SA to Report First Half, 2024 Results on Sep 30, 2024LACROIX Group SA announced that they will report first half, 2024 results on Sep 30, 2024
お知らせ • Dec 16LACROIX and AIAC Enter into Exclusive Negotiations for Sale of Road Signs Business UnitLACROIX Group SA (ENXTPA:LACR) announced that it has entered into exclusive negotiations with the North American industrial investment firm AMERICAN INDUSTRIAL ACQUISITION CORPORATION (AIAC) with a view to selling its Road Signs Business Unit (8% of LACROIX revenue by 2022). This announcement follows the communication of February 9, 2023 in which LACROIX expressed its desire to find a buyer for this business, in order to focus its investments on its strategic markets around industrial IoT and electronic equipment.
Major Estimate Revision • Nov 09Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €776.6m to €764.6m. EPS estimate also fell from €3.36 per share to €2.41 per share. Net income forecast to shrink 3.1% next year vs 24% growth forecast for Electronic industry in France . Consensus price target down from €44.00 to €34.95. Share price was steady at €27.80 over the past week.
お知らせ • Nov 09LACROIX Group SA Provides Earnings Guidance for the Year 2023LACROIX Group SA provided earnings guidance for the year 2023. For the year, the company remains confident in exceeding a revenue of €750 million on a like-for-like basis, i.e. an increase of at least 6%.
Price Target Changed • Nov 08Price target decreased by 13% to €40.95Down from €47.30, the current price target is an average from 2 analysts. New target price is 50% above last closing price of €27.30. Stock is up 4.2% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €2.54 last year.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €30.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Electronic industry in France. Total returns to shareholders of 40% over the past three years.
Reported Earnings • Oct 01First half 2023 earnings released: EPS: €1.20 (vs €0.83 in 1H 2022)First half 2023 results: EPS: €1.20 (up from €0.83 in 1H 2022). Revenue: €387.8m (up 15% from 1H 2022). Net income: €5.60m (up 44% from 1H 2022). Profit margin: 1.4% (up from 1.1% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in France.
分析記事 • Sep 30LACROIX Group (EPA:LACR) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Aug 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Aug 29Lacroix Group Sa Provides Earnings Forecast for the Year 2023 and 2025LACROIX Group SA provided earnings forecast for the year 2023 and 2025. For the 2023, the company confirm its financial targets for 2023, with revenue over €750 million on a like-for-like basis, i.e. an increase of at least 6%. For the 2025, the company expects financial targets set out in the Leadership 2025 plan have been confirmed, in particular the targets for revenue (€800 million) and EBITDA margin (around 9%).
分析記事 • May 11LACROIX Group's (EPA:LACR) Dividend Is Being Reduced To €0.80LACROIX Group SA ( EPA:LACR ) has announced that on 13th of July, it will be paying a dividend of€0.80, which a...
お知らせ • May 10LACROIX Group SA Provides Revenue Guidance for the Fiscal Year 2023LACROIX Group SA provided revenue guidance for the fiscal year 2023. With this very positive start to the year, the company is maintaining its annual targets. The group anticipates a revenue of over €750 million on a like-for-like basis, i.e. growth of at least 6%.
分析記事 • Apr 08LACROIX Group (EPA:LACR) Is Paying Out Less In Dividends Than Last YearLACROIX Group SA's ( EPA:LACR ) dividend is being reduced from last year's payment covering the same period to €0.80 on...
Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €707.8m (up 41% from FY 2021). Net income: €11.9m (down 45% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in France.
お知らせ • Jan 10+ 1 more updateLACROIX Group SA to Report Fiscal Year 2022 Results on Mar 28, 2023LACROIX Group SA announced that they will report fiscal year 2022 results on Mar 28, 2023
Price Target Changed • Nov 16Price target decreased to €44.50Down from €48.75, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €25.80. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €5.32 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • Nov 11Are Investors Undervaluing LACROIX Group SA (EPA:LACR) By 49%?In this article we are going to estimate the intrinsic value of LACROIX Group SA ( EPA:LACR ) by estimating the...
Major Estimate Revision • Oct 06Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €3.31 to €2.49 per share. Revenue forecast steady at €673.8m. Net income forecast to shrink 29% next year vs 14% growth forecast for Electronic industry in France . Consensus price target down from €48.75 to €42.85. Share price rose 3.2% to €29.40 over the past week.
Reported Earnings • Sep 30Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (flat on 2Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in France.
Price Target Changed • Sep 30Price target decreased to €45.15Down from €50.55, the current price target is an average from 2 analysts. New target price is 55% above last closing price of €29.10. Stock is down 23% over the past year. The company is forecast to post earnings per share of €3.31 for next year compared to €5.32 last year.
Price Target Changed • Aug 26Price target decreased to €48.55Down from €53.55, the current price target is an average from 2 analysts. New target price is 48% above last closing price of €32.90. Stock is down 23% over the past year. The company is forecast to post earnings per share of €3.43 for next year compared to €5.32 last year.
Upcoming Dividend • Jul 01Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 08 July 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.6%). In line with average of industry peers (2.8%).
分析記事 • May 17Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • May 10Price target decreased to €51.55Down from €57.45, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €37.40. Stock is down 19% over the past year. The company is forecast to post earnings per share of €3.45 for next year compared to €5.32 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €39.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Electronic industry in France. Total returns to shareholders of 118% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €74.85 per share.
Price Target Changed • Feb 15Price target increased to €57.45Up from €52.55, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €42.90. Stock is up 27% over the past year. The company is forecast to post earnings per share of €2.37 for next year compared to €2.43 last year.
分析記事 • Dec 23Is It Time To Consider Buying LACROIX Group SA (EPA:LACR)?While LACROIX Group SA ( EPA:LACR ) might not be the most widely known stock at the moment, it saw a double-digit share...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €37.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Electronic industry in France. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €62.12 per share.
分析記事 • Jul 28Should You Think About Buying LACROIX Group SA (EPA:LACR) Now?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it saw significant share price movement during...
Price Target Changed • Jul 12Price target increased to €56.00Up from €51.90, the current price target is provided by 1 analyst. New target price is 30% above last closing price of €43.00. Stock is up 85% over the past year.
Upcoming Dividend • Jul 03Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.4%. Lower than top quartile of French dividend payers (3.7%). In line with average of industry peers (1.5%).
分析記事 • Jun 14Returns Are Gaining Momentum At LACROIX Group (EPA:LACR)If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 • May 31Here's Why LACROIX Group (EPA:LACR) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 05Shareholders Are Loving LACROIX Group SA's (EPA:LACR) 1.5% YieldCould LACROIX Group SA ( EPA:LACR ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to €43.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Electronic industry in France. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.67 per share.
分析記事 • Apr 12Calculating The Intrinsic Value Of LACROIX Group SA (EPA:LACR)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of LACROIX Group SA...
Price Target Changed • Apr 09Price target increased to €44.90Up from €41.00, the current price target is an average from 2 analysts. New target price is 14% above last closing price of €39.50. Stock is up 88% over the past year.
分析記事 • Mar 29Should You Investigate LACROIX Group SA (EPA:LACR) At €35.20?LACROIX Group SA ( EPA:LACR ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 • Mar 11Should We Be Excited About The Trends Of Returns At LACROIX Group (EPA:LACR)?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 12Could The LACROIX Group SA (EPA:LACR) Ownership Structure Tell Us Something Useful?If you want to know who really controls LACROIX Group SA ( EPA:LACR ), then you'll have to look at the makeup of its...
お知らせ • Feb 07Lacroix SA to Report Fiscal Year 2020 Results on Mar 25, 2021Lacroix SA announced that they will report fiscal year 2020 results on Mar 25, 2021