View ValuationMacfarlane Group 将来の成長Future 基準チェック /26Macfarlane Groupは、19.2%と2.9%でそれぞれ年率19.2%で利益と収益が成長すると予測される一方、EPSはgrowで16.5%年率。主要情報19.2%収益成長率16.50%EPS成長率Trade Distributors 収益成長13.3%収益成長率2.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.すべての更新を表示Recent updatesお知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025お知らせ • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024お知らせ • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.Recent Insider Transactions • Mar 31Chief Executive & Executive Director recently sold UK£226k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly UK£1.34 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by UK£437k.Declared Dividend • Mar 03Final dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 02Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.お知らせ • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024Board Change • Jan 02Less 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. 3 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.業績と収益の成長予測BATS-CHIXE:MACFL - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028328121229312/31/2027318111128312/31/202630810927312/31/202530162025N/A9/30/202529492024N/A6/30/2025287122124N/A3/31/2025279142225N/A12/31/2024270162325N/A9/30/2024270152426N/A6/30/2024269152527N/A3/31/2024275152830N/A12/31/2023281153134N/A9/30/2023287163033N/A6/30/2023293162932N/A3/31/2023292162225N/A12/31/2022290161518N/A9/30/2022286151518N/A6/30/2022282141619N/A3/31/2022273141921N/A12/31/2021264142224N/A6/30/2021227141718N/A3/31/2021219122021N/A12/31/2020210102323N/A9/30/2020227102426N/A6/30/202022392628N/A3/31/202022492124N/A12/31/2019225101719N/A9/30/20192249N/A16N/A6/30/20192239N/A13N/A3/31/20192209N/A13N/A12/31/20182179N/A12N/A9/30/20182138N/A10N/A6/30/20182088N/A9N/A3/31/20182028N/A8N/A12/31/20171967N/A6N/A9/30/20171927N/A7N/A6/30/20171886N/A7N/A3/31/20171846N/A5N/A12/31/20161806N/A3N/A9/30/20161766N/A4N/A6/30/20161726N/A5N/A3/31/20161716N/A5N/A12/31/20151695N/A5N/A9/30/20151665N/A5N/A6/30/20151625N/A5N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MACFLの予測収益成長率 (年間19.2% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: MACFLの収益 ( 19.2% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: MACFLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MACFLの収益 ( 2.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: MACFLの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MACFLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/23 18:57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Macfarlane Group PLC 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。8 アナリスト機関James FletcherBerenbergCalum BattersbyBerenbergJames BaylissBerenberg5 その他のアナリストを表示
お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.
お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 12, 2026Macfarlane Group PLC, Annual General Meeting, May 12, 2026.
お知らせ • Feb 09Macfarlane Group PLC to Report Fiscal Year 2025 Results on Feb 26, 2026Macfarlane Group PLC announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Aug 28Macfarlane Group PLC Announces Interim Dividend, Payable on 9 October 2025Macfarlane Group PLC announced interim dividend of 0.96 pence per share (first half 2024: 0.96 pence per share) - to be paid on 9 October 2025 to shareholders on the register as at 12 September 2025 (ex-dividend date 11 September 2025).
お知らせ • Jul 10Macfarlane Group PLC to Report First Half, 2025 Results on Aug 28, 2025Macfarlane Group PLC announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Mar 01Macfarlane Group PLC Proposes Final Dividend for 2024, Payable on 13 June 2025The Board of Macfarlane Group PLC proposed a final dividend for 2024 of 2.70 pence per share, amounting to a full-year dividend of 3.66 pence per share (2023: 3.59 pence per share), an increase of 2% on 2023. Subject to the approval of shareholders at the Annual General Meeting on 13 May 2025, the final dividend will be paid on 13 June 2025 to those shareholders on the register on 16 May 2025 (ex-dividend date 15 May 2025).
お知らせ • Feb 27Macfarlane Group PLC, Annual General Meeting, May 13, 2025Macfarlane Group PLC, Annual General Meeting, May 13, 2025.
お知らせ • Feb 12Macfarlane Group PLC to Report Fiscal Year 2024 Results on Feb 27, 2025Macfarlane Group PLC announced that they will report fiscal year 2024 results on Feb 27, 2025
お知らせ • Aug 22Macfarlane Group plc Announces Interim Dividend for the Six Months Ended June 30, 2024, Payable on October 10, 2024Macfarlane Group PLC announced interim dividend increased to 0.96 pence per share for the six months ended June 30, 2024 (first half 2023: 0.94 pence per share) - to be paid on 10 October 2024 to shareholders on the register as at 13 September 2024 (ex-dividend date 12 September 2024).
お知らせ • Aug 01Macfarlane Group PLC to Report First Half, 2024 Results on Aug 22, 2024Macfarlane Group PLC announced that they will report first half, 2024 results on Aug 22, 2024
お知らせ • Jul 16Macfarlane Group PLC Appoints David Stirling as a Non-Executive Director, Effective 1 January 2025The Board of Macfarlane Group PLC announced the appointment of David Stirling as a non-executive director with effect from 1 January 2025, following the retirement of Bob McLellan. David recently retired as Group CEO of Zotefoams plc, a manufacturer of cellular specialist materials and listed on the London Stock Exchange. During his 24 years as CEO, the business grew significantly through innovation in foam products and investment in new sites in Europe, North America and Asia. David trained as a Chartered Accountant in Scotland, undertaking overseas assignments with PwC, before joining Zotefoams as Finance Director in 1997.
お知らせ • May 09Macfarlane Group plc Provides Earnings Guidance for Second Half of 2024 and the Full Year of 2024Macfarlane Group PLC provided earnings guidance for second half of 2024 and the full year of 2024. The Group expects an improved trading performance in the second half of 2024 through the conversion of a strong new business pipeline combined with some sales recovery from existing customers, good management of gross margins, control of costs and further benefits from M&A activity.Despite the slow start to the year, expectations for the full year are unchanged.
Recent Insider Transactions • Mar 31Chief Executive & Executive Director recently sold UK£226k worth of stockOn the 26th of March, Peter Atkinson sold around 169k shares on-market at roughly UK£1.34 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by UK£437k.
Declared Dividend • Mar 03Final dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 9th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 02Full year 2023 earnings released: EPS: UK£0.094 (vs UK£0.099 in FY 2022)Full year 2023 results: EPS: UK£0.094 (down from UK£0.099 in FY 2022). Revenue: UK£280.7m (down 3.3% from FY 2022). Net income: UK£15.0m (down 4.8% from FY 2022). Profit margin: 5.3% (down from 5.4% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 29+ 1 more updateMacfarlane Group PLC, Annual General Meeting, May 07, 2024Macfarlane Group PLC, Annual General Meeting, May 07, 2024, at 11:00 Coordinated Universal Time.
お知らせ • Feb 27Macfarlane Group PLC to Report Q4, 2023 Results on Feb 29, 2024Macfarlane Group PLC announced that they will report Q4, 2023 results on Feb 29, 2024
Board Change • Jan 02Less 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. 3 non-independent directors. Independent Non-Executive Chairman Aleen Gulvanessian was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 13Macfarlane Group PLC Announces Board ChangesMacfarlane Group PLC announced that Bob McLellan will retire from the board on 31 December 2023, following a long period of distinguished service. A recruitment process for his replacement as a non-executive director has commenced and an announcement will be made in due course when a suitable candidate has been appointed. As part of this change, James Baird, Audit Committee Chair, will become the Senior Independent Director (SID) of the Group.