Krones(0LQ4)株式概要クロネスAGは、その子会社とともに、ドイツ、その他のヨーロッパ、中東、アジア太平洋、中国、アメリカ大陸、および国際的なプロセス、充填、包装技術分野の機械およびラインの企画、開発、製造、販売を行っています。 詳細0LQ4 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より45.2%で取引されている 収益は年間11.15%増加すると予測されています 過去5年間の収益は年間30.7%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析2.54%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る0LQ4 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,735 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,735 investors already sharing narrativesYour Fair Value€Current Price€110.4010.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-86m8b2016201920222025202620282031Revenue €7.5bEarnings €384.5mAdvancedSet Fair ValueView all narrativesKrones AG 競合他社RotorkSymbol: LSE:RORMarket cap: UK£4.0bSpirax GroupSymbol: LSE:SPXMarket cap: UK£5.1bGoodwinSymbol: LSE:GDWNMarket cap: UK£1.3bWeir GroupSymbol: LSE:WEIRMarket cap: UK£6.4b価格と性能株価の高値、安値、推移の概要Krones過去の株価現在の株価€110.4052週高値€143.4052週安値€106.20ベータ0.931ヶ月の変化-4.50%3ヶ月変化-15.21%1年変化-20.35%3年間の変化-0.65%5年間の変化29.47%IPOからの変化126.55%最新ニュースお知らせ • Jun 18+ 4 more updatesKrones AG to Report Q1, 2027 Results on May 05, 2027Krones AG announced that they will report Q1, 2027 results on May 05, 2027Upcoming Dividend • Jun 03Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (2.2%).Reported Earnings • May 11First quarter 2026 earnings released: EPS: €2.17 (vs €2.40 in 1Q 2025)First quarter 2026 results: EPS: €2.17 (down from €2.40 in 1Q 2025). Revenue: €1.39b (down 2.4% from 1Q 2025). Net income: €68.5m (down 9.5% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Krones AG, Annual General Meeting, Jun 09, 2026Krones AG, Annual General Meeting, Jun 09, 2026, at 14:00 W. Europe Standard Time.お知らせ • Mar 28+ 2 more updatesKrones AG to Report Q3, 2026 Results on Nov 06, 2026Krones AG announced that they will report Q3, 2026 results on Nov 06, 2026New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesお知らせ • Jun 18+ 4 more updatesKrones AG to Report Q1, 2027 Results on May 05, 2027Krones AG announced that they will report Q1, 2027 results on May 05, 2027Upcoming Dividend • Jun 03Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (2.2%).Reported Earnings • May 11First quarter 2026 earnings released: EPS: €2.17 (vs €2.40 in 1Q 2025)First quarter 2026 results: EPS: €2.17 (down from €2.40 in 1Q 2025). Revenue: €1.39b (down 2.4% from 1Q 2025). Net income: €68.5m (down 9.5% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery 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 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Krones AG, Annual General Meeting, Jun 09, 2026Krones AG, Annual General Meeting, Jun 09, 2026, at 14:00 W. Europe Standard Time.お知らせ • Mar 28+ 2 more updatesKrones AG to Report Q3, 2026 Results on Nov 06, 2026Krones AG announced that they will report Q3, 2026 results on Nov 06, 2026New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 23Dividend increased to €2.80Dividend of €2.80 is 7.7% higher than last year. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 22Krones AG announces Annual dividend, payable on June 12, 2026Krones AG announced Annual dividend of EUR 2.8000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 2.8% to €133. The fair value is estimated to be €167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.お知らせ • Feb 19Krones AG to Report Fiscal Year 2025 Results on Mar 20, 2026Krones AG announced that they will report fiscal year 2025 results on Mar 20, 2026お知らせ • Feb 16Krones AG to Report Fiscal Year 2025 Results on Feb 19, 2026Krones AG announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Feb 19, 2026Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €2.15 (vs €2.08 in 3Q 2024)Third quarter 2025 results: EPS: €2.15 (up from €2.08 in 3Q 2024). Revenue: €1.44b (up 8.0% from 3Q 2024). Net income: €67.9m (up 3.5% from 3Q 2024). Profit margin: 4.7% (down from 4.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.40b (up 5.9% from 2Q 2024). Net income: €69.7m (flat on 2Q 2024). Profit margin: 5.0% (down from 5.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in the United Kingdom.Upcoming Dividend • May 21Upcoming dividend of €2.60 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.4%).Reported Earnings • May 10First quarter 2025 earnings released: EPS: €2.40 (vs €2.08 in 1Q 2024)First quarter 2025 results: EPS: €2.40 (up from €2.08 in 1Q 2024). Revenue: €1.47b (up 17% from 1Q 2024). Net income: €75.9m (up 15% from 1Q 2024). Profit margin: 5.2% (in line with 1Q 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.お知らせ • Apr 16Krones AG, Annual General Meeting, May 27, 2025Krones AG, Annual General Meeting, May 27, 2025, at 14:00 W. Europe Standard Time.New Risk • Apr 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 23Dividend increased to €2.60Dividend of €2.60 is 18% higher than last year. Ex-date: 28th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 21Krones AG announces Annual dividend, payable on May 30, 2025Krones AG announced Annual dividend of EUR 2.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.Reported Earnings • Mar 21Full year 2024 earnings released: EPS: €8.77 (vs €7.11 in FY 2023)Full year 2024 results: EPS: €8.77 (up from €7.11 in FY 2023). Revenue: €5.53b (up 16% from FY 2023). Net income: €276.9m (up 23% from FY 2023). Profit margin: 5.0% (up from 4.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.お知らせ • Mar 15Krones AG to Report Fiscal Year 2024 Final Results on Mar 20, 2025Krones AG announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 20, 2025Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €2.08 (vs €1.72 in 3Q 2023)Third quarter 2024 results: EPS: €2.08 (up from €1.72 in 3Q 2023). Revenue: €1.38b (up 17% from 3Q 2023). Net income: €65.6m (up 21% from 3Q 2023). Profit margin: 4.8% (up from 4.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €2.19 (vs €1.83 in 2Q 2023)Second quarter 2024 results: EPS: €2.19 (up from €1.83 in 2Q 2023). Revenue: €1.35b (up 20% from 2Q 2023). Net income: €69.1m (up 19% from 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 29Upcoming dividend of €2.20 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.1%).Reported Earnings • May 03First quarter 2024 earnings released: EPS: €2.08 (vs €2.01 in 1Q 2023)First quarter 2024 results: EPS: €2.08 (up from €2.01 in 1Q 2023). Revenue: €1.31b (up 8.0% from 1Q 2023). Net income: €65.8m (up 3.6% from 1Q 2023). Profit margin: 5.0% (down from 5.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 30Krones AG (XTRA:KRN) completed the acquisition of Netstal-Maschinen AG from KraussMaffei Technologies GmbH.Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG from KraussMaffei Technologies GmbH for approximately €170 million on January 29, 2024. On February 6, 2024, Krones signed an agreement to acquire Netstal-Maschinen. Krones finances the purchase with existing liquid funds, but also may take advantage of partial debt financing. In the 2023 fiscal year, Netstal generated a revenue of more than €200 million. The final signing of the transaction is scheduled for beginning of February 2024. The transaction is subject to approval under the relevant antitrust legislation. Krones expects the transaction to be completed within the first half of 2024. Martin Kolbinger of SZA Schilling, Zutt & Anschütz acted as legal advisor on the German legal aspects of the transaction, and Simone Ehrsam, Tino Gaberthüel, Arnold Romero, Till Haechler, Ananda Lee, Astrid Waser, Sandro Travaglini, abiano Menghini, Noémie Ammann, Helin Dalla Palma, Leo Rusterholz and David Hitz of Lenz & Staehelin acted as legal adviser on the Swiss legal aspect to Krones AG. Krones AG (XTRA:KRN) completed the acquisition of Netstal-Maschinen AG from KraussMaffei Technologies GmbH on March 28, 2024.Reported Earnings • Mar 24Full year 2023 earnings released: EPS: €7.11 (vs €5.92 in FY 2022)Full year 2023 results: EPS: €7.11 (up from €5.92 in FY 2022). Revenue: €4.95b (up 17% from FY 2022). Net income: €224.5m (up 20% from FY 2022). Profit margin: 4.5% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Krones AG to Report Fiscal Year 2023 Results on Feb 22, 2024Krones AG announced that they will report fiscal year 2023 results on Feb 22, 2024お知らせ • Jan 29Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG.Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG on January 29, 2024. Krones finances the purchase with existing liquid funds, but also may take advantage of partial debt financing. In the 2023 fiscal year, Netstal generated a revenue of more than €200 million. The final signing of the transaction is scheduled for beginning of February 2024. The transaction is subject to approval under the relevant antitrust legislation. Krones expects the transaction to be completed within the first half of 2024.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: €1.72 (vs €1.43 in 3Q 2022)Third quarter 2023 results: EPS: €1.72 (up from €1.43 in 3Q 2022). Revenue: €1.22b (up 14% from 3Q 2022). Net income: €54.3m (up 20% from 3Q 2022). Profit margin: 4.5% (up from 4.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27Krones AG to Report Nine Months, 2023 Results on Nov 03, 2023Krones AG announced that they will report nine months, 2023 results on Nov 03, 2023お知らせ • Sep 19Krones Appoints Matthias Winkler as New Chairman of Audit and Risk Management CommitteeIn an extraordinary meeting, the Audit and Risk Management Committee of the Supervisory Board of Krones AG elected Matthias Winkler as its new chairman. Matthias Winkler has been a member of the committee since 17 May 2021. The previous committee chairman, Norbert Broger stood aside by mutual agreement. Mr. Broger is to remain a member of the Audit and Risk Management Committee of the Supervisory Board of Krones AG. Krones is thus once again in full compliance with Recommendation C.10 of the German Corporate Governance Code.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: €1.83 (vs €1.36 in 2Q 2022)Second quarter 2023 results: EPS: €1.83 (up from €1.36 in 2Q 2022). Revenue: €1.18b (up 17% from 2Q 2022). Net income: €57.9m (up 35% from 2Q 2022). Profit margin: 4.9% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 18Krones AG to Report Q2, 2023 Results on Aug 01, 2023Krones AG announced that they will report Q2, 2023 results on Aug 01, 2023Upcoming Dividend • May 17Upcoming dividend of €1.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.5%).お知らせ • Feb 18Krones AG to Report Q4, 2022 Results on Feb 23, 2023Krones AG announced that they will report Q4, 2022 results on Feb 23, 2023Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €105, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Machinery industry in the United Kingdom. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €116 per share.Buying Opportunity • Nov 02Now 21% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: €1.36 (vs €0.76 in 2Q 2021)Second quarter 2022 results: EPS: €1.36 (up from €0.76 in 2Q 2021). Revenue: €1.05b (up 22% from 2Q 2021). Net income: €43.0m (up 79% from 2Q 2021). Profit margin: 4.1% (up from 2.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% per annum over the last 3 years. The company became loss making over the last 3 years.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS €0.94 (vs €0.13 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €951.7m (up 26% from 3Q 2020). Net income: €29.7m (up €33.8m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 04Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €884.2m (up 16% from 2Q 2020). Net income: €24.1m (up €41.9m from 2Q 2020). Profit margin: 2.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Nov 27New 90-day high: €59.93The company is up 8.0% from its price of €55.50 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.37 per share.Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is expected to shrink by 3.8% compared to a 3.1% decline forecast for the Machinery industry in the United Kingdom.Reported Earnings • Nov 14Third quarter 2020 earnings released: €0.13 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €789.4m (down 23% from 3Q 2019). Net loss: €4.10m (down 159% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.株主還元0LQ4GB MachineryGB 市場7D2.2%9.9%1.0%1Y-20.3%17.5%17.2%株主還元を見る業界別リターン: 0LQ4過去 1 年間で17.5 % の収益を上げたUK Machinery業界を下回りました。リターン対市場: 0LQ4は、過去 1 年間で17.2 % のリターンを上げたUK市場を下回りました。価格変動Is 0LQ4's price volatile compared to industry and market?0LQ4 volatility0LQ4 Average Weekly Movement3.2%Machinery Industry Average Movement4.7%Market Average Movement5.1%10% most volatile stocks in GB Market10.6%10% least volatile stocks in GB Market2.7%安定した株価: 0LQ4 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0LQ4の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト195121,299n/awww.krones.comクロネスAGは、その子会社とともに、ドイツ、その他のヨーロッパ、中東、アジア太平洋地域、中国、アメリカ大陸、および国際的なプロセス、充填、包装技術分野の機械およびラインの企画、開発、製造、販売を行っている。事業セグメントは3つ:充填包装技術部門、プロセス技術部門、イントラロジスティクス部門である。充填包装技術部門は、PETボトル製造用の機械とシステム、使用済みPETボトルを食品用リサイクル原料に変換するリサイクルシステムを提供している。プロセステクノロジー部門は、ビール、ソフトドリンク、フルーツジュース、牛乳、乳飲料、代替タンパク質を製造・加工するための機械やラインを提供し、EvoguardとAmpco Pumpsのブランドで水処理ソリューションとコンポーネントを提供している。イントラロジスティクス部門は、自動倉庫の計画・設計、自動搬送車システムや適合するソフトウェア・ツールによるオーダー・ピッキングやマテリアル・フロー・システムに携わっている。また、システムとソフトウェアのソリューションも提供している。また、ロジスティクス・システムや、あらゆる生産工程を管理・最適化するカスタムIT・デジタル化ソリューションも提供している。飲料メーカー、食品、化学、製薬、化粧品業界の企業にサービスを提供している。クロネスAGは1951年に設立され、ドイツのノイトローブリングに本社を置いている。もっと見るKrones AG 基礎のまとめKrones の収益と売上を時価総額と比較するとどうか。0LQ4 基礎統計学時価総額€3.49b収益(TTM)€291.49m売上高(TTM)€5.69b12.0xPER(株価収益率0.6xP/Sレシオ0LQ4 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計0LQ4 損益計算書(TTM)収益€5.69b売上原価€2.69b売上総利益€3.00bその他の費用€2.71b収益€291.49m直近の収益報告Mar 31, 2026次回決算日Jul 29, 2026一株当たり利益(EPS)9.23グロス・マージン52.77%純利益率5.12%有利子負債/自己資本比率0.05%0LQ4 の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.5%現在の配当利回り30%配当性向View Valuation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2026/07/19 17:15終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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Krones AG 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Peter RothenaicherBaader Helvea Equity ResearchRobert-Jan van der HorstBerenbergBenjamin ThielmannBerenberg23 その他のアナリストを表示
お知らせ • Jun 18+ 4 more updatesKrones AG to Report Q1, 2027 Results on May 05, 2027Krones AG announced that they will report Q1, 2027 results on May 05, 2027
Upcoming Dividend • Jun 03Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (2.2%).
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €2.17 (vs €2.40 in 1Q 2025)First quarter 2026 results: EPS: €2.17 (down from €2.40 in 1Q 2025). Revenue: €1.39b (down 2.4% from 1Q 2025). Net income: €68.5m (down 9.5% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Krones AG, Annual General Meeting, Jun 09, 2026Krones AG, Annual General Meeting, Jun 09, 2026, at 14:00 W. Europe Standard Time.
お知らせ • Mar 28+ 2 more updatesKrones AG to Report Q3, 2026 Results on Nov 06, 2026Krones AG announced that they will report Q3, 2026 results on Nov 06, 2026
New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jun 18+ 4 more updatesKrones AG to Report Q1, 2027 Results on May 05, 2027Krones AG announced that they will report Q1, 2027 results on May 05, 2027
Upcoming Dividend • Jun 03Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 10 June 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (2.2%).
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €2.17 (vs €2.40 in 1Q 2025)First quarter 2026 results: EPS: €2.17 (down from €2.40 in 1Q 2025). Revenue: €1.39b (down 2.4% from 1Q 2025). Net income: €68.5m (down 9.5% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery 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 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Krones AG, Annual General Meeting, Jun 09, 2026Krones AG, Annual General Meeting, Jun 09, 2026, at 14:00 W. Europe Standard Time.
お知らせ • Mar 28+ 2 more updatesKrones AG to Report Q3, 2026 Results on Nov 06, 2026Krones AG announced that they will report Q3, 2026 results on Nov 06, 2026
New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 23Dividend increased to €2.80Dividend of €2.80 is 7.7% higher than last year. Ex-date: 10th June 2026 Payment date: 12th June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 22Krones AG announces Annual dividend, payable on June 12, 2026Krones AG announced Annual dividend of EUR 2.8000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.
Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 2.8% to €133. The fair value is estimated to be €167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
お知らせ • Feb 19Krones AG to Report Fiscal Year 2025 Results on Mar 20, 2026Krones AG announced that they will report fiscal year 2025 results on Mar 20, 2026
お知らせ • Feb 16Krones AG to Report Fiscal Year 2025 Results on Feb 19, 2026Krones AG announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Feb 19, 2026
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: €2.15 (vs €2.08 in 3Q 2024)Third quarter 2025 results: EPS: €2.15 (up from €2.08 in 3Q 2024). Revenue: €1.44b (up 8.0% from 3Q 2024). Net income: €67.9m (up 3.5% from 3Q 2024). Profit margin: 4.7% (down from 4.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 31Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.40b (up 5.9% from 2Q 2024). Net income: €69.7m (flat on 2Q 2024). Profit margin: 5.0% (down from 5.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in the United Kingdom.
Upcoming Dividend • May 21Upcoming dividend of €2.60 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.4%).
Reported Earnings • May 10First quarter 2025 earnings released: EPS: €2.40 (vs €2.08 in 1Q 2024)First quarter 2025 results: EPS: €2.40 (up from €2.08 in 1Q 2024). Revenue: €1.47b (up 17% from 1Q 2024). Net income: €75.9m (up 15% from 1Q 2024). Profit margin: 5.2% (in line with 1Q 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Apr 16Krones AG, Annual General Meeting, May 27, 2025Krones AG, Annual General Meeting, May 27, 2025, at 14:00 W. Europe Standard Time.
New Risk • Apr 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 23Dividend increased to €2.60Dividend of €2.60 is 18% higher than last year. Ex-date: 28th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 21Krones AG announces Annual dividend, payable on May 30, 2025Krones AG announced Annual dividend of EUR 2.6000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: €8.77 (vs €7.11 in FY 2023)Full year 2024 results: EPS: €8.77 (up from €7.11 in FY 2023). Revenue: €5.53b (up 16% from FY 2023). Net income: €276.9m (up 23% from FY 2023). Profit margin: 5.0% (up from 4.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.
お知らせ • Mar 15Krones AG to Report Fiscal Year 2024 Final Results on Mar 20, 2025Krones AG announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 20, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: €2.08 (vs €1.72 in 3Q 2023)Third quarter 2024 results: EPS: €2.08 (up from €1.72 in 3Q 2023). Revenue: €1.38b (up 17% from 3Q 2023). Net income: €65.6m (up 21% from 3Q 2023). Profit margin: 4.8% (up from 4.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €2.19 (vs €1.83 in 2Q 2023)Second quarter 2024 results: EPS: €2.19 (up from €1.83 in 2Q 2023). Revenue: €1.35b (up 20% from 2Q 2023). Net income: €69.1m (up 19% from 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 29Upcoming dividend of €2.20 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.1%).
Reported Earnings • May 03First quarter 2024 earnings released: EPS: €2.08 (vs €2.01 in 1Q 2023)First quarter 2024 results: EPS: €2.08 (up from €2.01 in 1Q 2023). Revenue: €1.31b (up 8.0% from 1Q 2023). Net income: €65.8m (up 3.6% from 1Q 2023). Profit margin: 5.0% (down from 5.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 30Krones AG (XTRA:KRN) completed the acquisition of Netstal-Maschinen AG from KraussMaffei Technologies GmbH.Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG from KraussMaffei Technologies GmbH for approximately €170 million on January 29, 2024. On February 6, 2024, Krones signed an agreement to acquire Netstal-Maschinen. Krones finances the purchase with existing liquid funds, but also may take advantage of partial debt financing. In the 2023 fiscal year, Netstal generated a revenue of more than €200 million. The final signing of the transaction is scheduled for beginning of February 2024. The transaction is subject to approval under the relevant antitrust legislation. Krones expects the transaction to be completed within the first half of 2024. Martin Kolbinger of SZA Schilling, Zutt & Anschütz acted as legal advisor on the German legal aspects of the transaction, and Simone Ehrsam, Tino Gaberthüel, Arnold Romero, Till Haechler, Ananda Lee, Astrid Waser, Sandro Travaglini, abiano Menghini, Noémie Ammann, Helin Dalla Palma, Leo Rusterholz and David Hitz of Lenz & Staehelin acted as legal adviser on the Swiss legal aspect to Krones AG. Krones AG (XTRA:KRN) completed the acquisition of Netstal-Maschinen AG from KraussMaffei Technologies GmbH on March 28, 2024.
Reported Earnings • Mar 24Full year 2023 earnings released: EPS: €7.11 (vs €5.92 in FY 2022)Full year 2023 results: EPS: €7.11 (up from €5.92 in FY 2022). Revenue: €4.95b (up 17% from FY 2022). Net income: €224.5m (up 20% from FY 2022). Profit margin: 4.5% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Krones AG to Report Fiscal Year 2023 Results on Feb 22, 2024Krones AG announced that they will report fiscal year 2023 results on Feb 22, 2024
お知らせ • Jan 29Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG.Krones AG (XTRA:KRN) agreed to acquire Netstal-Maschinen AG on January 29, 2024. Krones finances the purchase with existing liquid funds, but also may take advantage of partial debt financing. In the 2023 fiscal year, Netstal generated a revenue of more than €200 million. The final signing of the transaction is scheduled for beginning of February 2024. The transaction is subject to approval under the relevant antitrust legislation. Krones expects the transaction to be completed within the first half of 2024.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: €1.72 (vs €1.43 in 3Q 2022)Third quarter 2023 results: EPS: €1.72 (up from €1.43 in 3Q 2022). Revenue: €1.22b (up 14% from 3Q 2022). Net income: €54.3m (up 20% from 3Q 2022). Profit margin: 4.5% (up from 4.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27Krones AG to Report Nine Months, 2023 Results on Nov 03, 2023Krones AG announced that they will report nine months, 2023 results on Nov 03, 2023
お知らせ • Sep 19Krones Appoints Matthias Winkler as New Chairman of Audit and Risk Management CommitteeIn an extraordinary meeting, the Audit and Risk Management Committee of the Supervisory Board of Krones AG elected Matthias Winkler as its new chairman. Matthias Winkler has been a member of the committee since 17 May 2021. The previous committee chairman, Norbert Broger stood aside by mutual agreement. Mr. Broger is to remain a member of the Audit and Risk Management Committee of the Supervisory Board of Krones AG. Krones is thus once again in full compliance with Recommendation C.10 of the German Corporate Governance Code.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: €1.83 (vs €1.36 in 2Q 2022)Second quarter 2023 results: EPS: €1.83 (up from €1.36 in 2Q 2022). Revenue: €1.18b (up 17% from 2Q 2022). Net income: €57.9m (up 35% from 2Q 2022). Profit margin: 4.9% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 18Krones AG to Report Q2, 2023 Results on Aug 01, 2023Krones AG announced that they will report Q2, 2023 results on Aug 01, 2023
Upcoming Dividend • May 17Upcoming dividend of €1.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.5%).
お知らせ • Feb 18Krones AG to Report Q4, 2022 Results on Feb 23, 2023Krones AG announced that they will report Q4, 2022 results on Feb 23, 2023
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to €105, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Machinery industry in the United Kingdom. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €116 per share.
Buying Opportunity • Nov 02Now 21% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: €1.36 (vs €0.76 in 2Q 2021)Second quarter 2022 results: EPS: €1.36 (up from €0.76 in 2Q 2021). Revenue: €1.05b (up 22% from 2Q 2021). Net income: €43.0m (up 79% from 2Q 2021). Profit margin: 4.1% (up from 2.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.3%. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% per annum over the last 3 years. The company became loss making over the last 3 years.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS €0.94 (vs €0.13 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €951.7m (up 26% from 3Q 2020). Net income: €29.7m (up €33.8m from 3Q 2020). Profit margin: 3.1% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 04Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €884.2m (up 16% from 2Q 2020). Net income: €24.1m (up €41.9m from 2Q 2020). Profit margin: 2.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Nov 27New 90-day high: €59.93The company is up 8.0% from its price of €55.50 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.37 per share.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is expected to shrink by 3.8% compared to a 3.1% decline forecast for the Machinery industry in the United Kingdom.
Reported Earnings • Nov 14Third quarter 2020 earnings released: €0.13 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €789.4m (down 23% from 3Q 2019). Net loss: €4.10m (down 159% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.