View Future GrowthLumibird 過去の業績過去 基準チェック /46Lumibirdの収益は年間平均-2.8%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間3.7% 8.7%割合で 増加しています。 Lumibirdの自己資本利益率は6.8%であり、純利益率は6.1%です。主要情報-2.76%収益成長率-4.99%EPS成長率Electronic 業界の成長15.46%収益成長率8.68%株主資本利益率6.79%ネット・マージン6.13%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €225.6m (up 7.4% from FY 2024). Net income: €14.0m (up 146% from FY 2024). Profit margin: 6.2% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% 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 • Jan 27Lumibird SA to Report Fiscal Year 2025 Results on Mar 10, 2026Lumibird SA announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026分析記事 • Apr 15There May Be Some Bright Spots In Lumibird's (EPA:LBIRD) EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. Despite the soft profit...お知らせ • Jan 25+ 1 more updateLumibird SA to Report First Half, 2025 Results on Sep 23, 2025Lumibird SA announced that they will report first half, 2025 results on Sep 23, 2025分析記事 • Oct 04We Think You Can Look Beyond Lumibird's (EPA:LBIRD) Lackluster EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. While the headline numbers...Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €98.0m (flat on 1H 2023). Net loss: €100.0k (down 120% from profit in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in France.すべての更新を表示Recent updatesNew Risk • May 20New 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 08Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to €21.50. The fair value is estimated to be €17.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 29Investor 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 21x. Average forward P/E is 9x in the Electronic industry in France. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.87 per share.お知らせ • Apr 08Lumibird SA, Annual General Meeting, Apr 28, 2026Lumibird SA, Annual General Meeting, Apr 28, 2026.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €225.6m (up 7.4% from FY 2024). Net income: €14.0m (up 146% from FY 2024). Profit margin: 6.2% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% 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 • Jan 27Lumibird SA to Report Fiscal Year 2025 Results on Mar 10, 2026Lumibird SA announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026分析記事 • Nov 24Is Now An Opportune Moment To Examine Lumibird SA (EPA:LBIRD)?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it received a lot of attention from a substantial price...Major Estimate Revision • Oct 17Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.646 to €0.74. Revenue forecast steady at €227.8m. Net income forecast to grow 84% next year vs 45% growth forecast for Electronic industry in France. Consensus price target broadly unchanged at €25.95. Share price rose 5.2% to €20.40 over the past week.分析記事 • Sep 28Lumibird SA's (EPA:LBIRD) 25% Jump Shows Its Popularity With InvestorsLumibird SA ( EPA:LBIRD ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...New Risk • Sep 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.分析記事 • Aug 30Are Investors Undervaluing Lumibird SA (EPA:LBIRD) By 40%?Key Insights Lumibird's estimated fair value is €26.67 based on 2 Stage Free Cash Flow to Equity Lumibird's €16.10...分析記事 • Jun 27Earnings Tell The Story For Lumibird SA (EPA:LBIRD) As Its Stock Soars 36%Despite an already strong run, Lumibird SA ( EPA:LBIRD ) shares have been powering on, with a gain of 36% in the last...分析記事 • Jun 19Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.93 per share.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €15.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.13 per share.分析記事 • May 04Lumibird SA (EPA:LBIRD) Looks Just Right With A 31% Price JumpLumibird SA ( EPA:LBIRD ) shares have continued their recent momentum with a 31% gain in the last month alone. But the...Price Target Changed • May 04Price target increased by 10% to €12.50Up from €11.35, the current price target is an average from 2 analysts. New target price is 8.2% above last closing price of €11.55. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of €0.54 for next year compared to €0.26 last year.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.70, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 48% over the past three years.分析記事 • Apr 15There May Be Some Bright Spots In Lumibird's (EPA:LBIRD) EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. Despite the soft profit...New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 58% over the past three years.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €9.84, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 8x in the Electronic industry in France. Total loss to shareholders of 49% over the past three years.分析記事 • Mar 05After Leaping 25% Lumibird SA (EPA:LBIRD) Shares Are Not Flying Under The RadarLumibird SA ( EPA:LBIRD ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Feb 26Here's What's Concerning About Lumibird's (EPA:LBIRD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jan 28Lumibird SA, Annual General Meeting, Apr 29, 2025Lumibird SA, Annual General Meeting, Apr 29, 2025.お知らせ • Jan 25+ 1 more updateLumibird SA to Report First Half, 2025 Results on Sep 23, 2025Lumibird SA announced that they will report first half, 2025 results on Sep 23, 2025Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 7x in the Electronic industry in France. Total loss to shareholders of 60% over the past three years.分析記事 • Dec 28Lumibird (EPA:LBIRD) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 28After Leaping 30% Lumibird SA (EPA:LBIRD) Shares Are Not Flying Under The RadarThose holding Lumibird SA ( EPA:LBIRD ) shares would be relieved that the share price has rebounded 30% in the last...分析記事 • Nov 28What Does Lumibird SA's (EPA:LBIRD) Share Price Indicate?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a significant share price rise of 37% in the past...Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €9.34, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 7x in the Electronic industry in France. Total loss to shareholders of 56% over the past three years.分析記事 • Oct 04We Think You Can Look Beyond Lumibird's (EPA:LBIRD) Lackluster EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. While the headline numbers...Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €98.0m (flat on 1H 2023). Net loss: €100.0k (down 120% from profit in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in France.分析記事 • Sep 28€12.50: That's What Analysts Think Lumibird SA (EPA:LBIRD) Is Worth After Its Latest ResultsThere's been a notable change in appetite for Lumibird SA ( EPA:LBIRD ) shares in the week since its interim report...分析記事 • Sep 26Lumibird SA (EPA:LBIRD) Stocks Pounded By 25% But Not Lagging Market On Growth Or PricingLumibird SA ( EPA:LBIRD ) shareholders that were waiting for something to happen have been dealt a blow with a 25...分析記事 • Sep 26Lumibird (EPA:LBIRD) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Electronic industry in France. Total loss to shareholders of 58% over the past three years.分析記事 • Jul 30At €9.84, Is Lumibird SA (EPA:LBIRD) Worth Looking At Closely?Lumibird SA ( EPA:LBIRD ), is not the largest company out there, but it saw significant share price movement during...Price Target Changed • Jul 23Price target decreased by 9.0% to €16.25Down from €17.85, the current price target is an average from 2 analysts. New target price is 48% above last closing price of €10.95. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.32 last year.お知らせ • Jul 23Lumibird SA Maintains Group Earnings Guidance for 2024Lumibird SA maintained group earnings guidance for 2024. The Group is maintaining its revenue growth target for 2024 and anticipates an improvement in profitability compared with the 17% EBITDA margin achieved in 2023, despite the impact Of H1 2024 revenue on profitability for the period.分析記事 • Jun 14Lumibird SA's (EPA:LBIRD) P/E Still Appears To Be ReasonableLumibird SA's ( EPA:LBIRD ) price-to-earnings (or "P/E") ratio of 34.1x might make it look like a strong sell right now...分析記事 • Apr 27Is Now An Opportune Moment To Examine Lumibird SA (EPA:LBIRD)?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).分析記事 • Apr 10Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 16Lumibird SA (EPA:LBIRD) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Lumibird SA ( EPA:LBIRD ) had a good week, as its shares rose 2.0% to close at €14.08 following the...Reported Earnings • Mar 13Full year 2023 earnings releasedFull year 2023 results: Revenue: €203.6m (up 4.8% from FY 2022). Net income: €7.10m (down 38% from FY 2022). Profit margin: 3.5% (down from 5.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in France.Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €13.70. The fair value is estimated to be €17.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.分析記事 • Mar 07Lumibird SA (EPA:LBIRD) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableThe Lumibird SA ( EPA:LBIRD ) share price has done very well over the last month, posting an excellent gain of 27...分析記事 • Feb 22Lumibird SA (EPA:LBIRD) Shares Could Be 22% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Lumibird is €17.21 based on 2 Stage Free Cash Flow to Equity Lumibird's...Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €12.18, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in France. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.52 per share.お知らせ • Jan 27+ 2 more updatesLumibird SA to Report First Half, 2024 Results on Sep 24, 2024Lumibird SA announced that they will report first half, 2024 results on Sep 24, 2024分析記事 • Jan 19Why Investors Shouldn't Be Surprised By Lumibird SA's (EPA:LBIRD) P/ELumibird SA's ( EPA:LBIRD ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a strong sell right now...Major Estimate Revision • Dec 17Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €213.1m to €200.5m. EPS estimate also fell from €0.71 per share to €0.415 per share. Net income forecast to grow 26% next year vs 5.3% growth forecast for Electronic industry in France. Consensus price target down from €20.55 to €17.00. Share price fell 7.3% to €11.40 over the past week.Price Target Changed • Dec 15Price target decreased by 19% to €17.00Down from €21.00, the current price target is an average from 2 analysts. New target price is 49% above last closing price of €11.40. Stock is down 27% over the past year. The company is forecast to post earnings per share of €0.71 for next year compared to €0.51 last year.お知らせ • Oct 26Lumibird SA Provides Revenues Guidance for the Fourth Quarter and Full Year 2023Lumibird SA provided revenues guidance for the fourth quarter and full year 2023. For the fourth quarter, with a strong order book and production facilities at full capacity, the company again expects strong sales, with a cautious target of over 8% organic growth in annual revenues. The group can therefore maintain its target for 2023 of organic sales growth of at least 8%, based on the scope at 31 December 2022.Major Estimate Revision • Oct 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.803 to €0.715. Revenue forecast unchanged from €213.3m at last update. Net income forecast to grow 79% next year vs 34% growth forecast for Electronic industry in France. Consensus price target broadly unchanged at €21.00. Share price was steady at €14.00 over the past week.Reported Earnings • Oct 01First half 2023 earnings released: EPS: €0.02 (vs €0.06 in 1H 2022)First half 2023 results: EPS: €0.02 (down from €0.06 in 1H 2022). Revenue: €98.5m (up 14% from 1H 2022). Net income: €496.0k (down 60% from 1H 2022). Profit margin: 0.5% (down from 1.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in France. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.分析記事 • Sep 15We Like These Underlying Return On Capital Trends At Lumibird (EPA:LBIRD)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Sep 02Lumibird SA (ENXTPA:LBIRD completed the acquisition of Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA.Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on May 15, 2023. Lumibird will finance its acquisition through its available cash or by drawing on the bank lines available to the group, in compliance with the covenants. 80 people of Convergent divided between Italy and the USA, will join the Lumibird Group. The Convergent activities had a turnover of 15 million euros in 2022 for a negative EBITDA of 1.5 million euros. The acquisition is subject to regulatory approvals in Italy and the US. The transaction is excepted to be completed in the second half of 2023.Lumibird SA (ENXTPA:LBIRD completed the acquisition of Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on September 1, 2023.分析記事 • Jul 27A Look At The Intrinsic Value Of Lumibird SA (EPA:LBIRD)Key Insights The projected fair value for Lumibird is €17.55 based on 2 Stage Free Cash Flow to Equity Lumibird's...Buying Opportunity • Jul 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be €17.19, 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 grow by 8.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.お知らせ • May 17Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA.Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on May 15, 2023. Lumibird will finance its acquisition through its available cash or by drawing on the bank lines available to the group, in compliance with the covenants. 80 people of Convergent divided between Italy and the USA, will join the Lumibird Group. The Convergent activities had a turnover of 15 million euros in 2022 for a negative EBITDA of 1.5 million euros. The acquisition is subject to regulatory approvals in Italy and the US. The transaction is excepted to be completed in the second half of 2023.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €15.92, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Electronic industry in France. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.70 per share.Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €191.0m (up 15% from FY 2021). Net income: €11.4m (down 18% from FY 2021). Profit margin: 6.0% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in France.Major Estimate Revision • Feb 01Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2022 has been updated. 2022 revenue forecast increased from €186.8m to €190.9m. EPS estimate fell from €0.58 to €0.445 per share. Net income forecast to grow 48% next year vs 42% growth forecast for Electronic industry in France. Consensus price target up from €21.05 to €23.00. Share price was steady at €18.52 over the past week.Price Target Changed • Jan 31Price target increased by 8.7% to €22.55Up from €20.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €18.20. Stock is down 13% over the past year. The company is forecast to post earnings per share of €0.45 for next year compared to €0.62 last year.お知らせ • Jan 31+ 3 more updatesLumibird SA to Report First Half, 2023 Results on Sep 26, 2023Lumibird SA announced that they will report first half, 2023 results on Sep 26, 2023分析記事 • Jan 12At €19.00, Is Lumibird SA (EPA:LBIRD) Worth Looking At Closely?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Emmanuel Cueff was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to €16.98, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Electronic industry in France. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.13 per share.分析記事 • Oct 10Lumibird (EPA:LBIRD) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.32, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Electronic industry in France. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.92 per share.Major Estimate Revision • Sep 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €174.7m to €185.4m. EPS estimate fell from €0.79 to €0.59 per share. Net income forecast to shrink 4.7% next year vs 14% growth forecast for Electronic industry in France . Consensus price target down from €24.25 to €20.75. Share price fell 15% to €16.00 over the past week.Price Target Changed • Sep 23Price target decreased to €20.75Down from €24.60, the current price target is an average from 3 analysts. New target price is 30% above last closing price of €16.00. Stock is down 15% over the past year. The company is forecast to post earnings per share of €0.79 for next year compared to €0.62 last year.お知らせ • Sep 23Lumibird SA Provides Earnings Guidance for the Year 2023Lumibird SA provided earnings guidance for the year 2023. With a still extremely robust order book and a strong level of demand, combined with a stabilized level of costs, during the second half of the year LUMIBIRD expects, to a great extent, to catch up the profitability lag recorded in H1. The investments made in the Group’s industrial facilities and the strengthening of its capacity are expected to support a strong level of commercial development over the coming half-year periods. In this context, the Group is confirming its objectives for 2023 reported revenues of €250 million.お知らせ • Jul 26Lumibird SA Reaffirms Revenues Guidance for the Fiscal Year 2023Lumibird SA reaffirmed revenues guidance for the fiscal year 2023. The group confirmed its targets for 2023 reported revenues of over €250 million, driven by organic and external growth.分析記事 • Jul 08Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Emmanuel Cueff was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 26Lumibird SA Provides Revenue Guidance for 2023Lumibird SA Group is confirming its targets for 2023 reported revenues of over €250 million.Buying Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €25.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Price Target Changed • Mar 22Price target increased to €24.60Up from €22.30, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €21.00. Stock is up 33% over the past year.Reported Earnings • Mar 19Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €162.5m (up 26% from FY 2020). Net income: €13.9m (up 147% from FY 2020). Profit margin: 8.6% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in France.Price Target Changed • Mar 18Price target increased to €23.35Up from €21.65, the current price target is an average from 3 analysts. New target price is 8.6% above last closing price of €21.50. Stock is up 35% over the past year.分析記事 • Jan 06A Look At The Fair Value Of Lumibird SA (EPA:LBIRD)How far off is Lumibird SA ( EPA:LBIRD ) from its intrinsic value? Using the most recent financial data, we'll take a...Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in France. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.11 per share.Reported Earnings • Sep 24First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €75.4m (up 62% from 1H 2020). Net income: €5.10m (up €7.03m from 1H 2020). Profit margin: 6.8% (up from net loss in 1H 2020).Price Target Changed • Sep 22Price target increased to €19.65Up from €17.35, the current price target is an average from 3 analysts. New target price is 6.6% above last closing price of €18.44. Stock is up 75% over the past year.分析記事 • Jul 27Lumibird (EPA:LBIRD) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jul 20Lumibird SA (ENXTPA:LBIRD) signed an exclusive agreement to acquire 37% stake in CILAS from Areva SA.Lumibird SA (ENXTPA:LBIRD) signed an exclusive agreement to acquire 37% stake in CILAS from Areva SA on July 19, 2021. The acquisition, which is subject to the usual administrative authorisations, should be finalised in the next few days.分析記事 • Jun 14Should You Think About Buying Lumibird SA (EPA:LBIRD) Now?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • May 31Estimating The Fair Value Of Lumibird SA (EPA:LBIRD)Does the June share price for Lumibird SA ( EPA:LBIRD ) reflect what it's really worth? Today, we will estimate the...分析記事 • Mar 19Lumibird (EPA:LBIRD) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €126.7m (up 13% from FY 2019). Net income: €5.60m (down 37% from FY 2019). Profit margin: 4.4% (down from 7.8% in FY 2019). The decrease in margin was driven by higher expenses.収支内訳Lumibird の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:LBIRD 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 252291499030 Sep 252241298030 Jun 252191198031 Mar 25215897031 Dec 24210697030 Sep 24209695030 Jun 24207794031 Mar 24207793031 Dec 23207793030 Sep 23207993030 Jun 232071194031 Mar 232001191031 Dec 221941188030 Sep 221851184030 Jun 221751080031 Mar 221711277031 Dec 211661473030 Sep 211641370030 Jun 211611366031 Mar 21145960031 Dec 20130654030 Sep 20118550030 Jun 20107546031 Mar 20110746031 Dec 19113946030 Sep 19112846030 Jun 19111846031 Mar 19106845031 Dec 18102843030 Sep 1887638030 Jun 1873332031 Mar 1855223031 Dec 1738214031 Dec 1617260質の高い収益: LBIRDは 高品質の収益 を持っています。利益率の向上: LBIRDの現在の純利益率 (6.1%)は、昨年(2.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: LBIRDの収益は過去 5 年間で年間2.8%減少しました。成長の加速: LBIRDの過去 1 年間の収益成長率 ( 146% ) は、5 年間の平均 ( 年間-2.8%を上回っています。収益対業界: LBIRDの過去 1 年間の収益成長率 ( 146% ) はElectronic業界14.1%を上回りました。株主資本利益率高いROE: LBIRDの 自己資本利益率 ( 6.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 03:58終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lumibird SA 3 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。7 アナリスト機関Gabrielle AgnusIn Extenso Financement & MarchéNicolas RoyotPortzamparc BNP ParibasChristophe Dombu YoutaPortzamparc BNP Paribas4 その他のアナリストを表示
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €225.6m (up 7.4% from FY 2024). Net income: €14.0m (up 146% from FY 2024). Profit margin: 6.2% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% 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 • Jan 27Lumibird SA to Report Fiscal Year 2025 Results on Mar 10, 2026Lumibird SA announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026
分析記事 • Apr 15There May Be Some Bright Spots In Lumibird's (EPA:LBIRD) EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
お知らせ • Jan 25+ 1 more updateLumibird SA to Report First Half, 2025 Results on Sep 23, 2025Lumibird SA announced that they will report first half, 2025 results on Sep 23, 2025
分析記事 • Oct 04We Think You Can Look Beyond Lumibird's (EPA:LBIRD) Lackluster EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €98.0m (flat on 1H 2023). Net loss: €100.0k (down 120% from profit in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in France.
New Risk • May 20New 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 08Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to €21.50. The fair value is estimated to be €17.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 29Investor 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 21x. Average forward P/E is 9x in the Electronic industry in France. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.87 per share.
お知らせ • Apr 08Lumibird SA, Annual General Meeting, Apr 28, 2026Lumibird SA, Annual General Meeting, Apr 28, 2026.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €225.6m (up 7.4% from FY 2024). Net income: €14.0m (up 146% from FY 2024). Profit margin: 6.2% (up from 2.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% 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 • Jan 27Lumibird SA to Report Fiscal Year 2025 Results on Mar 10, 2026Lumibird SA announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026
分析記事 • Nov 24Is Now An Opportune Moment To Examine Lumibird SA (EPA:LBIRD)?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Major Estimate Revision • Oct 17Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.646 to €0.74. Revenue forecast steady at €227.8m. Net income forecast to grow 84% next year vs 45% growth forecast for Electronic industry in France. Consensus price target broadly unchanged at €25.95. Share price rose 5.2% to €20.40 over the past week.
分析記事 • Sep 28Lumibird SA's (EPA:LBIRD) 25% Jump Shows Its Popularity With InvestorsLumibird SA ( EPA:LBIRD ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...
New Risk • Sep 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
分析記事 • Aug 30Are Investors Undervaluing Lumibird SA (EPA:LBIRD) By 40%?Key Insights Lumibird's estimated fair value is €26.67 based on 2 Stage Free Cash Flow to Equity Lumibird's €16.10...
分析記事 • Jun 27Earnings Tell The Story For Lumibird SA (EPA:LBIRD) As Its Stock Soars 36%Despite an already strong run, Lumibird SA ( EPA:LBIRD ) shares have been powering on, with a gain of 36% in the last...
分析記事 • Jun 19Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €15.40, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.93 per share.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €15.00, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Electronic industry in France. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.13 per share.
分析記事 • May 04Lumibird SA (EPA:LBIRD) Looks Just Right With A 31% Price JumpLumibird SA ( EPA:LBIRD ) shares have continued their recent momentum with a 31% gain in the last month alone. But the...
Price Target Changed • May 04Price target increased by 10% to €12.50Up from €11.35, the current price target is an average from 2 analysts. New target price is 8.2% above last closing price of €11.55. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of €0.54 for next year compared to €0.26 last year.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €10.70, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 48% over the past three years.
分析記事 • Apr 15There May Be Some Bright Spots In Lumibird's (EPA:LBIRD) EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 34% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electronic industry in France. Total loss to shareholders of 58% over the past three years.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €9.84, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 8x in the Electronic industry in France. Total loss to shareholders of 49% over the past three years.
分析記事 • Mar 05After Leaping 25% Lumibird SA (EPA:LBIRD) Shares Are Not Flying Under The RadarLumibird SA ( EPA:LBIRD ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Feb 26Here's What's Concerning About Lumibird's (EPA:LBIRD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jan 28Lumibird SA, Annual General Meeting, Apr 29, 2025Lumibird SA, Annual General Meeting, Apr 29, 2025.
お知らせ • Jan 25+ 1 more updateLumibird SA to Report First Half, 2025 Results on Sep 23, 2025Lumibird SA announced that they will report first half, 2025 results on Sep 23, 2025
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.34, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 7x in the Electronic industry in France. Total loss to shareholders of 60% over the past three years.
分析記事 • Dec 28Lumibird (EPA:LBIRD) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 28After Leaping 30% Lumibird SA (EPA:LBIRD) Shares Are Not Flying Under The RadarThose holding Lumibird SA ( EPA:LBIRD ) shares would be relieved that the share price has rebounded 30% in the last...
分析記事 • Nov 28What Does Lumibird SA's (EPA:LBIRD) Share Price Indicate?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a significant share price rise of 37% in the past...
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €9.34, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 7x in the Electronic industry in France. Total loss to shareholders of 56% over the past three years.
分析記事 • Oct 04We Think You Can Look Beyond Lumibird's (EPA:LBIRD) Lackluster EarningsLumibird SA's ( EPA:LBIRD ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Reported Earnings • Sep 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €98.0m (flat on 1H 2023). Net loss: €100.0k (down 120% from profit in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in France.
分析記事 • Sep 28€12.50: That's What Analysts Think Lumibird SA (EPA:LBIRD) Is Worth After Its Latest ResultsThere's been a notable change in appetite for Lumibird SA ( EPA:LBIRD ) shares in the week since its interim report...
分析記事 • Sep 26Lumibird SA (EPA:LBIRD) Stocks Pounded By 25% But Not Lagging Market On Growth Or PricingLumibird SA ( EPA:LBIRD ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
分析記事 • Sep 26Lumibird (EPA:LBIRD) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Electronic industry in France. Total loss to shareholders of 58% over the past three years.
分析記事 • Jul 30At €9.84, Is Lumibird SA (EPA:LBIRD) Worth Looking At Closely?Lumibird SA ( EPA:LBIRD ), is not the largest company out there, but it saw significant share price movement during...
Price Target Changed • Jul 23Price target decreased by 9.0% to €16.25Down from €17.85, the current price target is an average from 2 analysts. New target price is 48% above last closing price of €10.95. Stock is down 24% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.32 last year.
お知らせ • Jul 23Lumibird SA Maintains Group Earnings Guidance for 2024Lumibird SA maintained group earnings guidance for 2024. The Group is maintaining its revenue growth target for 2024 and anticipates an improvement in profitability compared with the 17% EBITDA margin achieved in 2023, despite the impact Of H1 2024 revenue on profitability for the period.
分析記事 • Jun 14Lumibird SA's (EPA:LBIRD) P/E Still Appears To Be ReasonableLumibird SA's ( EPA:LBIRD ) price-to-earnings (or "P/E") ratio of 34.1x might make it look like a strong sell right now...
分析記事 • Apr 27Is Now An Opportune Moment To Examine Lumibird SA (EPA:LBIRD)?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
分析記事 • Apr 10Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 16Lumibird SA (EPA:LBIRD) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Lumibird SA ( EPA:LBIRD ) had a good week, as its shares rose 2.0% to close at €14.08 following the...
Reported Earnings • Mar 13Full year 2023 earnings releasedFull year 2023 results: Revenue: €203.6m (up 4.8% from FY 2022). Net income: €7.10m (down 38% from FY 2022). Profit margin: 3.5% (down from 5.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in France.
Buy Or Sell Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €13.70. The fair value is estimated to be €17.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
分析記事 • Mar 07Lumibird SA (EPA:LBIRD) Stocks Shoot Up 27% But Its P/E Still Looks ReasonableThe Lumibird SA ( EPA:LBIRD ) share price has done very well over the last month, posting an excellent gain of 27...
分析記事 • Feb 22Lumibird SA (EPA:LBIRD) Shares Could Be 22% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Lumibird is €17.21 based on 2 Stage Free Cash Flow to Equity Lumibird's...
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €12.18, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in France. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.52 per share.
お知らせ • Jan 27+ 2 more updatesLumibird SA to Report First Half, 2024 Results on Sep 24, 2024Lumibird SA announced that they will report first half, 2024 results on Sep 24, 2024
分析記事 • Jan 19Why Investors Shouldn't Be Surprised By Lumibird SA's (EPA:LBIRD) P/ELumibird SA's ( EPA:LBIRD ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a strong sell right now...
Major Estimate Revision • Dec 17Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €213.1m to €200.5m. EPS estimate also fell from €0.71 per share to €0.415 per share. Net income forecast to grow 26% next year vs 5.3% growth forecast for Electronic industry in France. Consensus price target down from €20.55 to €17.00. Share price fell 7.3% to €11.40 over the past week.
Price Target Changed • Dec 15Price target decreased by 19% to €17.00Down from €21.00, the current price target is an average from 2 analysts. New target price is 49% above last closing price of €11.40. Stock is down 27% over the past year. The company is forecast to post earnings per share of €0.71 for next year compared to €0.51 last year.
お知らせ • Oct 26Lumibird SA Provides Revenues Guidance for the Fourth Quarter and Full Year 2023Lumibird SA provided revenues guidance for the fourth quarter and full year 2023. For the fourth quarter, with a strong order book and production facilities at full capacity, the company again expects strong sales, with a cautious target of over 8% organic growth in annual revenues. The group can therefore maintain its target for 2023 of organic sales growth of at least 8%, based on the scope at 31 December 2022.
Major Estimate Revision • Oct 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.803 to €0.715. Revenue forecast unchanged from €213.3m at last update. Net income forecast to grow 79% next year vs 34% growth forecast for Electronic industry in France. Consensus price target broadly unchanged at €21.00. Share price was steady at €14.00 over the past week.
Reported Earnings • Oct 01First half 2023 earnings released: EPS: €0.02 (vs €0.06 in 1H 2022)First half 2023 results: EPS: €0.02 (down from €0.06 in 1H 2022). Revenue: €98.5m (up 14% from 1H 2022). Net income: €496.0k (down 60% from 1H 2022). Profit margin: 0.5% (down from 1.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in France. Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.
分析記事 • Sep 15We Like These Underlying Return On Capital Trends At Lumibird (EPA:LBIRD)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Sep 02Lumibird SA (ENXTPA:LBIRD completed the acquisition of Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA.Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on May 15, 2023. Lumibird will finance its acquisition through its available cash or by drawing on the bank lines available to the group, in compliance with the covenants. 80 people of Convergent divided between Italy and the USA, will join the Lumibird Group. The Convergent activities had a turnover of 15 million euros in 2022 for a negative EBITDA of 1.5 million euros. The acquisition is subject to regulatory approvals in Italy and the US. The transaction is excepted to be completed in the second half of 2023.Lumibird SA (ENXTPA:LBIRD completed the acquisition of Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on September 1, 2023.
分析記事 • Jul 27A Look At The Intrinsic Value Of Lumibird SA (EPA:LBIRD)Key Insights The projected fair value for Lumibird is €17.55 based on 2 Stage Free Cash Flow to Equity Lumibird's...
Buying Opportunity • Jul 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be €17.19, 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 grow by 8.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
お知らせ • May 17Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA.Lumibird SA (ENXTPA:LBIRD signed an agreement to acquire Convergent Photonics Italia S.r.l and Convergent assets of Prima Industrie North America from Prima Industrie SpA on May 15, 2023. Lumibird will finance its acquisition through its available cash or by drawing on the bank lines available to the group, in compliance with the covenants. 80 people of Convergent divided between Italy and the USA, will join the Lumibird Group. The Convergent activities had a turnover of 15 million euros in 2022 for a negative EBITDA of 1.5 million euros. The acquisition is subject to regulatory approvals in Italy and the US. The transaction is excepted to be completed in the second half of 2023.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €15.92, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Electronic industry in France. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.70 per share.
Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €191.0m (up 15% from FY 2021). Net income: €11.4m (down 18% from FY 2021). Profit margin: 6.0% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in France.
Major Estimate Revision • Feb 01Consensus EPS estimates fall by 23%, revenue upgradedThe consensus outlook for fiscal year 2022 has been updated. 2022 revenue forecast increased from €186.8m to €190.9m. EPS estimate fell from €0.58 to €0.445 per share. Net income forecast to grow 48% next year vs 42% growth forecast for Electronic industry in France. Consensus price target up from €21.05 to €23.00. Share price was steady at €18.52 over the past week.
Price Target Changed • Jan 31Price target increased by 8.7% to €22.55Up from €20.75, the current price target is an average from 2 analysts. New target price is 24% above last closing price of €18.20. Stock is down 13% over the past year. The company is forecast to post earnings per share of €0.45 for next year compared to €0.62 last year.
お知らせ • Jan 31+ 3 more updatesLumibird SA to Report First Half, 2023 Results on Sep 26, 2023Lumibird SA announced that they will report first half, 2023 results on Sep 26, 2023
分析記事 • Jan 12At €19.00, Is Lumibird SA (EPA:LBIRD) Worth Looking At Closely?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Emmanuel Cueff was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 19% share price gain to €16.98, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Electronic industry in France. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.13 per share.
分析記事 • Oct 10Lumibird (EPA:LBIRD) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.32, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Electronic industry in France. Total returns to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.92 per share.
Major Estimate Revision • Sep 24Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €174.7m to €185.4m. EPS estimate fell from €0.79 to €0.59 per share. Net income forecast to shrink 4.7% next year vs 14% growth forecast for Electronic industry in France . Consensus price target down from €24.25 to €20.75. Share price fell 15% to €16.00 over the past week.
Price Target Changed • Sep 23Price target decreased to €20.75Down from €24.60, the current price target is an average from 3 analysts. New target price is 30% above last closing price of €16.00. Stock is down 15% over the past year. The company is forecast to post earnings per share of €0.79 for next year compared to €0.62 last year.
お知らせ • Sep 23Lumibird SA Provides Earnings Guidance for the Year 2023Lumibird SA provided earnings guidance for the year 2023. With a still extremely robust order book and a strong level of demand, combined with a stabilized level of costs, during the second half of the year LUMIBIRD expects, to a great extent, to catch up the profitability lag recorded in H1. The investments made in the Group’s industrial facilities and the strengthening of its capacity are expected to support a strong level of commercial development over the coming half-year periods. In this context, the Group is confirming its objectives for 2023 reported revenues of €250 million.
お知らせ • Jul 26Lumibird SA Reaffirms Revenues Guidance for the Fiscal Year 2023Lumibird SA reaffirmed revenues guidance for the fiscal year 2023. The group confirmed its targets for 2023 reported revenues of over €250 million, driven by organic and external growth.
分析記事 • Jul 08Some Investors May Be Worried About Lumibird's (EPA:LBIRD) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Emmanuel Cueff was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 26Lumibird SA Provides Revenue Guidance for 2023Lumibird SA Group is confirming its targets for 2023 reported revenues of over €250 million.
Buying Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €25.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Price Target Changed • Mar 22Price target increased to €24.60Up from €22.30, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €21.00. Stock is up 33% over the past year.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €162.5m (up 26% from FY 2020). Net income: €13.9m (up 147% from FY 2020). Profit margin: 8.6% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in France.
Price Target Changed • Mar 18Price target increased to €23.35Up from €21.65, the current price target is an average from 3 analysts. New target price is 8.6% above last closing price of €21.50. Stock is up 35% over the past year.
分析記事 • Jan 06A Look At The Fair Value Of Lumibird SA (EPA:LBIRD)How far off is Lumibird SA ( EPA:LBIRD ) from its intrinsic value? Using the most recent financial data, we'll take a...
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €19.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in France. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.11 per share.
Reported Earnings • Sep 24First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €75.4m (up 62% from 1H 2020). Net income: €5.10m (up €7.03m from 1H 2020). Profit margin: 6.8% (up from net loss in 1H 2020).
Price Target Changed • Sep 22Price target increased to €19.65Up from €17.35, the current price target is an average from 3 analysts. New target price is 6.6% above last closing price of €18.44. Stock is up 75% over the past year.
分析記事 • Jul 27Lumibird (EPA:LBIRD) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jul 20Lumibird SA (ENXTPA:LBIRD) signed an exclusive agreement to acquire 37% stake in CILAS from Areva SA.Lumibird SA (ENXTPA:LBIRD) signed an exclusive agreement to acquire 37% stake in CILAS from Areva SA on July 19, 2021. The acquisition, which is subject to the usual administrative authorisations, should be finalised in the next few days.
分析記事 • Jun 14Should You Think About Buying Lumibird SA (EPA:LBIRD) Now?Lumibird SA ( EPA:LBIRD ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 • May 31Estimating The Fair Value Of Lumibird SA (EPA:LBIRD)Does the June share price for Lumibird SA ( EPA:LBIRD ) reflect what it's really worth? Today, we will estimate the...
分析記事 • Mar 19Lumibird (EPA:LBIRD) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €126.7m (up 13% from FY 2019). Net income: €5.60m (down 37% from FY 2019). Profit margin: 4.4% (down from 7.8% in FY 2019). The decrease in margin was driven by higher expenses.