Rockwool（0M0A）株式概要Rockwool A/Sは、西ヨーロッパ、東ヨーロッパ、ロシア、北米、アジア、そして世界各国でストーンウール断熱材を製造・販売している。 詳細0M0A ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績1/6財務の健全性6/6配当金1/6報酬当社が推定した公正価値より30.5%で取引されている 収益は年間32.78%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 利益率(0.1%)は昨年より低い(14.1%) すべてのリスクチェックを見る0M0A Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,122 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 NarrativeBLINRODA487,122 investors already sharing narrativesYour Fair ValueDKK Current PriceDKK 2.61k1.6k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue €4.8bEarnings €4.9mAdvancedSet Fair ValueView all narrativesRockwool A/S 競合他社Volution GroupSymbol: LSE:FANMarket cap: UK£1.3bGenuit GroupSymbol: LSE:GENMarket cap: UK£726.0mJames HalsteadSymbol: AIM:JHDMarket cap: UK£548.0mNorcrosSymbol: LSE:NXRMarket cap: UK£292.7m価格と性能株価の高値、安値、推移の概要Rockwool過去の株価現在の株価DKK 2,613.0052週高値DKK 292.8052週安値DKK 160.80ベータ1.511ヶ月の変化1,196.67%3ヶ月変化1,244.83%1年変化822.96%3年間の変化1,388.04%5年間の変化677.22%IPOからの変化1,858.97%最新ニュースBuy Or Sell Opportunity • Jul 14Now 150% overvalued after recent price riseOver the last 90 days, the stock has risen 1,283% to kr.2,613. The fair value is estimated to be kr.1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Buy Or Sell Opportunity • Jun 29Now 186% overvalued after recent price riseOver the last 90 days, the stock has risen 1,368% to kr.2,613. The fair value is estimated to be kr.914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.Buy Or Sell Opportunity • Jun 12Now 149% overvalued after recent price riseOver the last 90 days, the stock has risen 1,358% to kr.2,613. The fair value is estimated to be kr.1,050, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Buy Or Sell Opportunity • May 28Now 138% overvalued after recent price riseOver the last 90 days, the stock has risen 1,135% to kr.2,613. The fair value is estimated to be kr.1,100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.40 (vs €0.54 in 1Q 2025)First quarter 2026 results: EPS: €0.40 (down from €0.54 in 1Q 2025). Revenue: €907.0m (down 5.4% from 1Q 2025). Net income: €85.0m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 12Now 320% overvalued after recent price riseOver the last 90 days, the stock has risen 1,031% to kr.2,613. The fair value is estimated to be kr.622, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 14Now 150% overvalued after recent price riseOver the last 90 days, the stock has risen 1,283% to kr.2,613. The fair value is estimated to be kr.1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Buy Or Sell Opportunity • Jun 29Now 186% overvalued after recent price riseOver the last 90 days, the stock has risen 1,368% to kr.2,613. The fair value is estimated to be kr.914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.Buy Or Sell Opportunity • Jun 12Now 149% overvalued after recent price riseOver the last 90 days, the stock has risen 1,358% to kr.2,613. The fair value is estimated to be kr.1,050, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Buy Or Sell Opportunity • May 28Now 138% overvalued after recent price riseOver the last 90 days, the stock has risen 1,135% to kr.2,613. The fair value is estimated to be kr.1,100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.40 (vs €0.54 in 1Q 2025)First quarter 2026 results: EPS: €0.40 (down from €0.54 in 1Q 2025). Revenue: €907.0m (down 5.4% from 1Q 2025). Net income: €85.0m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 12Now 320% overvalued after recent price riseOver the last 90 days, the stock has risen 1,031% to kr.2,613. The fair value is estimated to be kr.622, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 168% a day. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (168% average daily change). Dividend is not well covered by earnings and cash flows. Payout ratio: 440% Cash payout ratio: 91% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Upcoming Dividend • Apr 09Upcoming dividend of kr.4.15 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 20 April 2026. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.7%).Buy Or Sell Opportunity • Mar 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to kr.172. The fair value is estimated to be kr.222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.New Risk • Feb 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: €0.60 (vs €0.70 in 3Q 2024)Third quarter 2025 results: EPS: €0.60 (down from €0.70 in 3Q 2024). Revenue: €963.0m (flat on 3Q 2024). Net income: €122.0m (down 21% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 4 years, compared to a 6.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 149% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 04Now 180% overvalued after recent price riseOver the last 90 days, the stock has risen 1,106% to kr.2,613. The fair value is estimated to be kr.933, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 0.03% per annum over the same time period.お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.Buy Or Sell Opportunity • Jan 20Now 144% overvalued after recent price riseOver the last 90 days, the stock has risen 1,023% to kr.2,613. The fair value is estimated to be kr.1,073, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.Buy Or Sell Opportunity • Jan 05Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 1,013% to kr.2,613. The fair value is estimated to be kr.2,017, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.Buy Or Sell Opportunity • Dec 19Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 996% to kr.2,613. The fair value is estimated to be kr.2,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: €0.60 (vs €0.70 in 3Q 2024)Third quarter 2025 results: EPS: €0.60 (down from €0.70 in 3Q 2024). Revenue: €963.0m (flat on 3Q 2024). Net income: €122.0m (down 21% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 154% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Nov 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 981% to kr.2,613. The fair value is estimated to be kr.2,150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 2.1% per annum over the same time period.お知らせ • Nov 12Rockwool A/S Adjusts Earnings Guidance for the Full-Year 2025Rockwool A/S adjusted earnings guidance for the full-year 2025. For the period, the company expects an EBIT margin to be between 14% and 15%, compared to the previous outlook of an EBIT margin below 16%. Revenue is still expected to be at level with last year.Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 828% to kr.2,613. The fair value is estimated to be kr.2,158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.Buy Or Sell Opportunity • Oct 20Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 828% to kr.2,613. The fair value is estimated to be kr.2,018, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 2.5% per annum over the same time period.Buy Or Sell Opportunity • Oct 03Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 817% to kr.2,613. The fair value is estimated to be kr.2,005, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Sep 18Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 830% to kr.2,613. The fair value is estimated to be kr.1,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.Buy Or Sell Opportunity • Sep 03Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 768% to kr.2,613. The fair value is estimated to be kr.1,876, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: €0.60 (vs €0.66 in 2Q 2024)Second quarter 2025 results: EPS: €0.60 (down from €0.66 in 2Q 2024). Revenue: €989.0m (down 2.1% from 2Q 2024). Net income: €122.0m (down 14% from 2Q 2024). Profit margin: 12% (down from 14% in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 21Rockwool A/S Revises Earnings Guidance for the Year 2025Rockwool A/S revised earnings guidance for the year 2025. For the year, the company expects that its full-year revenue will be at level with last year in local currencies compared to the previous outlook of a low single-digit revenue growth in local currencies. Based on the first half of 2025 earnings level and the ongoing efforts, the company forecast an EBIT margin below 16% compared to the previous outlook of an EBIT margin around 16%.Buy Or Sell Opportunity • Aug 19Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 755% to kr.2,613. The fair value is estimated to be kr.2,057, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 2.5% per annum over the same time period.Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: €960.0m (up 4.6% from 1Q 2024). Net income: €116.0m (flat on 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 01Now 69% overvalued after recent price riseOver the last 90 days, the stock has risen 922% to kr.2,613. The fair value is estimated to be kr.1,543, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are forecast to decline by 1.0% per annum over the same time period.Buy Or Sell Opportunity • Apr 16Now 57% overvalued after recent price riseOver the last 90 days, the stock has risen 942% to kr.2,613. The fair value is estimated to be kr.1,662, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are forecast to decline by 0.5% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr.2,531, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Building industry in the United Kingdom. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.1,779 per share.お知らせ • Apr 03+ 1 more updateRockwool A/S Appoints Claes Westerlind as New Member of the Board of DirectorsRockwool A/S announced that at the annual general meeting held on 2 April 2025, approved the appointment of Claes Westerlind as new member of the board of directors.Upcoming Dividend • Mar 27Upcoming dividend of kr.63.00 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 07 April 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.4%).New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).Declared Dividend • Feb 19Dividend of kr.63.00 announcedShareholders will receive a dividend of kr.63.00. Ex-date: 3rd April 2025 Payment date: 7th April 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 18Rockwool A/S announces Annual dividend, payable on April 07, 2025Rockwool A/S announced Annual dividend of DKK 63.0000 per share payable on April 07, 2025, ex-date on April 03, 2025 and record date on April 04, 2025.お知らせ • Feb 08Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 900,000 shares, for MUR 150 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 Class B shares for MUR 150 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 5, 2026.New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 07Full year 2024 earnings released: EPS: €25.80 (vs €18.04 in FY 2023)Full year 2024 results: EPS: €25.80 (up from €18.04 in FY 2023). Revenue: €3.87b (up 6.9% from FY 2023). Net income: €550.0m (up 41% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 10+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 02, 2025Rockwool A/S, Annual General Meeting, Apr 02, 2025.New Risk • Nov 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: €7.20 (vs €5.10 in 3Q 2023)Third quarter 2024 results: EPS: €7.20 (up from €5.10 in 3Q 2023). Revenue: €958.0m (up 6.1% from 3Q 2023). Net income: €155.0m (up 42% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Oct 25Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd.Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd on October 25, 2024. Rockwool A/S (CPSE:ROCK B) completed the acquisition of Wetherby Building Systems Ltd on October 25, 2024.Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €6.60 (vs €4.70 in 2Q 2023)Second quarter 2024 results: EPS: €6.60 (up from €4.70 in 2Q 2023). Revenue: €1.01b (up 10% from 2Q 2023). Net income: €142.0m (up 39% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 19Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects sales remains unchanged with an expected growth of around mid-single-digit percent in local currencies.お知らせ • Jun 26Rockwool A/S Elects Janni Munkholm Nielsen as Employee Representative of the Board of DirectorsThe Group-elected employee representative of the Board of Directors in ROCKWOOL A/S. The employees of ROCKWOOL have chosen that Janni Munkholm Nielsen shall represent them for the remaining election period until the Annual General Meeting in 2026, where new elections for employee-elected Board members will take place. Janni Munkholm Nielsen now joins, Connie Enghus Theisen and Christian Westerberg, as employee-elected Board members in ROCKWOOL A/S.お知らせ • May 23Rockwool A/S Announces Demise of Board Member Berit KjerulfRockwool A/S announced demise of Board member Berit Kjerulf. Fellow employees elected Berit to represent them on the Board of Directors in 2022. Berit had been employed at ROCKWOOL since 2005.Reported Earnings • May 16First quarter 2024 earnings released: EPS: €5.40 (vs €3.60 in 1Q 2023)First quarter 2024 results: EPS: €5.40 (up from €3.60 in 1Q 2023). Revenue: €920.0m (up 6.2% from 1Q 2023). Net income: €116.0m (up 49% from 1Q 2023). Profit margin: 13% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 16Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects Sales growth of around mid-single-digit percent in local currencies. EBIT margin around 15%.お知らせ • Apr 11Rockwool A/S Approves DividendRockwool A/S at its Annual General Meeting held on 10 April 2024, approved the dividends of DKK 43 (EUR 5.8) per share of a nominal value of DKK 10, corresponding to a total of EUR 125 million.Upcoming Dividend • Apr 04Upcoming dividend of kr.43.00 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.5%).お知らせ • Feb 29Rockwool A/S Announces CEO ChangesJens Birgersson will continue as CEO until Jes Munk Hansen, currently CEO at Terma, joins ROCKWOOL, latest 1 September 2024. Successor Jes Munk Hansen has more than 20 years' experience from the building materials industry with a focus on energy efficiency and sustainability. Prior to joining Terma, Jes had substantial international leadership experience, and has among other things lived in the United States, where he was in charge of Grundfos' North America business for five years. Subsequently, he held a number of leadership positions in OSRAM as well as being CEO for LEDVANCE. He is Vice Chairman in the Confederation of Danish Industries and Board member in WSAudiology and has also been on the ROCKWOOL Board for the past year. Jes Munk Hansen will stand for re-election to the ROCKWOOL Board at the next Annual General Meeting and will first step down from the Board in connection with taking over as CEO. Jes Munk Hansen is 56 years-old, married, with four children. The family lives in Copenhagen. He has Danish and American citizenship and earned a Master of Science degree at Copenhagen University and an MBA from London Business School.お知らせ • Feb 24Rockwool A/S to Report Q2, 2024 Results on Jul 26, 2024Rockwool A/S announced that they will report Q2, 2024 results on Jul 26, 2024Declared Dividend • Feb 18Dividend of kr.43.00 announcedShareholders will receive a dividend of kr.43.00. Ex-date: 11th April 2024 Payment date: 15th April 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 09Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 1,200,000 shares, for €160 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 Class B shares for €160 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 7, 2025.お知らせ • Feb 08+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is DKK 43, an increase of DKK 8 per share from 2023.Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.64b (down 7.0% from FY 2022). Net income: €389.0m (up 43% from FY 2022). Profit margin: 11% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Building industry in the United Kingdom.お知らせ • Dec 01+ 3 more updatesRockwool A/S, Annual General Meeting, Apr 10, 2024Rockwool A/S, Annual General Meeting, Apr 10, 2024.お知らせ • Nov 23Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provides earnings guidance for the year 2023. The company expects Sales decline of 4%-5% in local currencies, changed from previously up to eight percent. EBIT margin around 14%, changed from previously around 13%.Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €904.0m (down 11% from 3Q 2022). Net income: €109.0m (up 142% from 3Q 2022). Profit margin: 12% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Building industry in the United Kingdom.Reported Earnings • Sep 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €917.0m (down 9.9% from 2Q 2022). Net income: €102.0m (up 65% from 2Q 2022). Profit margin: 11% (up from 6.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Building industry in the United Kingdom.お知らせ • Jul 07Rockwool A/S Provides Earnings Guidance for the Full Year 2023Rockwool A/S provided earnings guidance for the full year 2023. For the year, the company expects the EBIT margin to improve to around 12% from the previous outlook of around 10%. Full year outlook for a sales decline of up to 10% in local currencies and investment level around EUR 400 Million excluding acquisitions are maintained.お知らせ • May 11Rockwool A/S Provides Revenue Outlook for 2023Rockwool A/S provided revenue Outlook for 2023. For the year, the company expects Sales decline of up to 10% in local currencies.Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €872.0m (down 5.6% from 1Q 2022). Net income: €78.0m (up 24% from 1Q 2022). Profit margin: 8.9% (up from 6.8% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Building industry in the United Kingdom.Upcoming Dividend • Mar 23Upcoming dividend of kr.35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.0%).Reported Earnings • Feb 12Full year 2022 earnings released: EPS: €12.66 (vs €14.05 in FY 2021)Full year 2022 results: EPS: €12.66 (down from €14.05 in FY 2021). Revenue: €3.91b (up 27% from FY 2021). Net income: €273.0m (down 9.9% from FY 2021). Profit margin: 7.0% (down from 9.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.お知らせ • Feb 09Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provided earnings guidance for the year 2023. For the year, Sales decline of up to 10% in local currencies. EBIT margin in the range of 8% to 10%.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to kr.1,689, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Building industry in the United Kingdom. Total returns to shareholders of 2.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.1,060 per share.お知らせ • Nov 30+ 3 more updatesRockwool A/S to Report Nine Months, 2023 Results on Nov 22, 2023Rockwool A/S announced that they will report nine months, 2023 results on Nov 22, 2023Reported Earnings • Nov 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €1.01b (up 27% from 3Q 2021). Net income: €45.0m (down 43% from 3Q 2021). Profit margin: 4.4% (down from 9.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: €2.90 (vs €3.90 in 2Q 2021)Second quarter 2022 results: EPS: €2.90 (down from €3.90 in 2Q 2021). Revenue: €1.02b (up 31% from 2Q 2021). Net income: €62.0m (down 26% from 2Q 2021). Profit margin: 6.1% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 8.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr.1,597, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Building industry in the United Kingdom. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.2,000 per share.Buying Opportunity • Aug 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be kr.2,088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.Buying Opportunity • Jul 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be kr.2,127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr.1,784, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Building industry in the United Kingdom. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.2,098 per share.Buying Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr.2,103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.株主還元0M0AGB BuildingGB 市場7D1,104.2%-0.2%0.01%1Y823.0%-8.2%18.5%株主還元を見る業界別リターン: 0M0A過去 1 年間で-8.2 % の収益を上げたUK Building業界を上回りました。リターン対市場: 0M0A過去 1 年間で18.5 % の収益を上げたUK市場を上回りました。価格変動Is 0M0A's price volatile compared to industry and market?0M0A volatility0M0A Average Weekly Movement4.8%Building Industry Average Movement4.9%Market Average Movement5.1%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.7%安定した株価: 0M0A 、 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: 0M0Aの 週次ボラティリティ ( 5% ) 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190911,827Jes Hansenwww.rockwool.com/groupRockwool A/S社は、西ヨーロッパ、東ヨーロッパ、ロシア、北米、アジア、および国際的にストーンウール断熱材を製造・販売している。同社は2つのセグメントで事業を展開している：断熱部門とシステム部門である。同社は、天井システム、換気ファサード、摩擦・水管理、ストーンウール下地などのソリューションを含む製品を提供している。また、屋根、床、ファサード、天井、間仕切り壁、内壁、外壁、HVAC、音響、技術用断熱材、パッシブ防火、産業用断熱材、海洋・海上用断熱材、OEM、地下室、煙突、物置、ガレージ用断熱材などの製品も提供している。さらに、防音天井・壁、クラッディングボード、雨水管理、プレハブ建築システム、エンジニアードファイバー、騒音・振動制御、園芸用基材なども提供している。ROCKWOOL、Rockfon、Rockpanel、Grodan、Lapinusのブランド名で製品を販売している。ロックウールA/S は1909 年に設立され、デンマークのヘデフセンに本社を置く。もっと見るRockwool A/S 基礎のまとめRockwool の収益と売上を時価総額と比較するとどうか。0M0A 基礎統計学時価総額DKK 48.57b収益（TTM）DKK 29.90m売上高(TTM)DKK 28.98b1,575xPER（株価収益率1.6xP/Sレシオ0M0A 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0M0A 損益計算書（TTM）収益€3.88b売上原価€1.26b売上総利益€2.62bその他の費用€2.61b収益€4.00m直近の収益報告Mar 31, 2026次回決算日Aug 19, 2026一株当たり利益（EPS）0.019グロス・マージン67.47%純利益率0.10%有利子負債／自己資本比率0%0M0A 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2.0%現在の配当利回り3,006%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2026/08/12 20:15終値2026/08/12 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Rockwool A/S 14 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。30 アナリスト機関null nullABG Sundal CollierPierre Sylvain RousseauBarclaysRobert ChantryBerenberg27 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 14Now 150% overvalued after recent price riseOver the last 90 days, the stock has risen 1,283% to kr.2,613. The fair value is estimated to be kr.1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Buy Or Sell Opportunity • Jun 29Now 186% overvalued after recent price riseOver the last 90 days, the stock has risen 1,368% to kr.2,613. The fair value is estimated to be kr.914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
Buy Or Sell Opportunity • Jun 12Now 149% overvalued after recent price riseOver the last 90 days, the stock has risen 1,358% to kr.2,613. The fair value is estimated to be kr.1,050, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Buy Or Sell Opportunity • May 28Now 138% overvalued after recent price riseOver the last 90 days, the stock has risen 1,135% to kr.2,613. The fair value is estimated to be kr.1,100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.40 (vs €0.54 in 1Q 2025)First quarter 2026 results: EPS: €0.40 (down from €0.54 in 1Q 2025). Revenue: €907.0m (down 5.4% from 1Q 2025). Net income: €85.0m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 12Now 320% overvalued after recent price riseOver the last 90 days, the stock has risen 1,031% to kr.2,613. The fair value is estimated to be kr.622, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Buy Or Sell Opportunity • Jul 14Now 150% overvalued after recent price riseOver the last 90 days, the stock has risen 1,283% to kr.2,613. The fair value is estimated to be kr.1,045, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Buy Or Sell Opportunity • Jun 29Now 186% overvalued after recent price riseOver the last 90 days, the stock has risen 1,368% to kr.2,613. The fair value is estimated to be kr.914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
Buy Or Sell Opportunity • Jun 12Now 149% overvalued after recent price riseOver the last 90 days, the stock has risen 1,358% to kr.2,613. The fair value is estimated to be kr.1,050, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Buy Or Sell Opportunity • May 28Now 138% overvalued after recent price riseOver the last 90 days, the stock has risen 1,135% to kr.2,613. The fair value is estimated to be kr.1,100, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €0.40 (vs €0.54 in 1Q 2025)First quarter 2026 results: EPS: €0.40 (down from €0.54 in 1Q 2025). Revenue: €907.0m (down 5.4% from 1Q 2025). Net income: €85.0m (down 27% from 1Q 2025). Profit margin: 9.4% (down from 12% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 12Now 320% overvalued after recent price riseOver the last 90 days, the stock has risen 1,031% to kr.2,613. The fair value is estimated to be kr.622, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
お知らせ • May 12Rockwool A/S Updates Earnings Guidance for the Year 2026Rockwool A/S updated earnings guidance for the year 2026. For the year, the company expects revenue growth to be between 3% to 6%, changed from previously between 2% to 4%. EBIT margin is maintained between 13% to 14%.After a slow start of the year, affected by the weather in Europe, volume demand has picked up from March into the second quarter, and company expects the higher revenue level to continue in the second half of the year.
お知らせ • May 11Rockwool A/S Revises Earnings Guidance for the Year 2026dRockwool A/S revised earnings guidance for the year 2026. Based on this, the company forecast full-year revenue growth to be between 3%-6%, changed from previously between 2%-4%.
New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 168% a day. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (168% average daily change). Dividend is not well covered by earnings and cash flows. Payout ratio: 440% Cash payout ratio: 91% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Upcoming Dividend • Apr 09Upcoming dividend of kr.4.15 per shareEligible shareholders must have bought the stock before 16 April 2026. Payment date: 20 April 2026. The company is paying out more than 100% of its profits and is paying out 91% of its cash flow. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.7%).
Buy Or Sell Opportunity • Mar 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to kr.172. The fair value is estimated to be kr.222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
New Risk • Feb 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% 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 Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: €0.60 (vs €0.70 in 3Q 2024)Third quarter 2025 results: EPS: €0.60 (down from €0.70 in 3Q 2024). Revenue: €963.0m (flat on 3Q 2024). Net income: €122.0m (down 21% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 4 years, compared to a 6.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 149% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 04Now 180% overvalued after recent price riseOver the last 90 days, the stock has risen 1,106% to kr.2,613. The fair value is estimated to be kr.933, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 0.03% per annum over the same time period.
お知らせ • Feb 04+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is 4.15 DKK, maintaining a payout ratio of 33%, when adjusting for the Russian result and value adjustment.
Buy Or Sell Opportunity • Jan 20Now 144% overvalued after recent price riseOver the last 90 days, the stock has risen 1,023% to kr.2,613. The fair value is estimated to be kr.1,073, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
Buy Or Sell Opportunity • Jan 05Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 1,013% to kr.2,613. The fair value is estimated to be kr.2,017, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.
Buy Or Sell Opportunity • Dec 19Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 996% to kr.2,613. The fair value is estimated to be kr.2,037, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.
お知らせ • Dec 06Rockwool A/S, Annual General Meeting, Apr 15, 2026Rockwool A/S, Annual General Meeting, Apr 15, 2026.
お知らせ • Dec 05+ 3 more updatesRockwool A/S to Report First Half, 2026 Results on Aug 19, 2026Rockwool A/S announced that they will report first half, 2026 results on Aug 19, 2026
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: €0.60 (vs €0.70 in 3Q 2024)Third quarter 2025 results: EPS: €0.60 (down from €0.70 in 3Q 2024). Revenue: €963.0m (flat on 3Q 2024). Net income: €122.0m (down 21% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 154% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Nov 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 981% to kr.2,613. The fair value is estimated to be kr.2,150, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 2.1% per annum over the same time period.
お知らせ • Nov 12Rockwool A/S Adjusts Earnings Guidance for the Full-Year 2025Rockwool A/S adjusted earnings guidance for the full-year 2025. For the period, the company expects an EBIT margin to be between 14% and 15%, compared to the previous outlook of an EBIT margin below 16%. Revenue is still expected to be at level with last year.
Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 828% to kr.2,613. The fair value is estimated to be kr.2,158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 2.4% per annum over the same time period.
Buy Or Sell Opportunity • Oct 20Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 828% to kr.2,613. The fair value is estimated to be kr.2,018, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 2.5% per annum over the same time period.
Buy Or Sell Opportunity • Oct 03Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 817% to kr.2,613. The fair value is estimated to be kr.2,005, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Sep 18Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 830% to kr.2,613. The fair value is estimated to be kr.1,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
Buy Or Sell Opportunity • Sep 03Now 39% overvalued after recent price riseOver the last 90 days, the stock has risen 768% to kr.2,613. The fair value is estimated to be kr.1,876, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: €0.60 (vs €0.66 in 2Q 2024)Second quarter 2025 results: EPS: €0.60 (down from €0.66 in 2Q 2024). Revenue: €989.0m (down 2.1% from 2Q 2024). Net income: €122.0m (down 14% from 2Q 2024). Profit margin: 12% (down from 14% in 2Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 161% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 21Rockwool A/S Revises Earnings Guidance for the Year 2025Rockwool A/S revised earnings guidance for the year 2025. For the year, the company expects that its full-year revenue will be at level with last year in local currencies compared to the previous outlook of a low single-digit revenue growth in local currencies. Based on the first half of 2025 earnings level and the ongoing efforts, the company forecast an EBIT margin below 16% compared to the previous outlook of an EBIT margin around 16%.
Buy Or Sell Opportunity • Aug 19Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 755% to kr.2,613. The fair value is estimated to be kr.2,057, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 2.5% per annum over the same time period.
Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: €960.0m (up 4.6% from 1Q 2024). Net income: €116.0m (flat on 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 01Now 69% overvalued after recent price riseOver the last 90 days, the stock has risen 922% to kr.2,613. The fair value is estimated to be kr.1,543, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are forecast to decline by 1.0% per annum over the same time period.
Buy Or Sell Opportunity • Apr 16Now 57% overvalued after recent price riseOver the last 90 days, the stock has risen 942% to kr.2,613. The fair value is estimated to be kr.1,662, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are forecast to decline by 0.5% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr.2,531, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Building industry in the United Kingdom. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.1,779 per share.
お知らせ • Apr 03+ 1 more updateRockwool A/S Appoints Claes Westerlind as New Member of the Board of DirectorsRockwool A/S announced that at the annual general meeting held on 2 April 2025, approved the appointment of Claes Westerlind as new member of the board of directors.
Upcoming Dividend • Mar 27Upcoming dividend of kr.63.00 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 07 April 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.4%).
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
Declared Dividend • Feb 19Dividend of kr.63.00 announcedShareholders will receive a dividend of kr.63.00. Ex-date: 3rd April 2025 Payment date: 7th April 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 18Rockwool A/S announces Annual dividend, payable on April 07, 2025Rockwool A/S announced Annual dividend of DKK 63.0000 per share payable on April 07, 2025, ex-date on April 03, 2025 and record date on April 04, 2025.
お知らせ • Feb 08Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 900,000 shares, for MUR 150 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 900,000 Class B shares for MUR 150 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 5, 2026.
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 07Full year 2024 earnings released: EPS: €25.80 (vs €18.04 in FY 2023)Full year 2024 results: EPS: €25.80 (up from €18.04 in FY 2023). Revenue: €3.87b (up 6.9% from FY 2023). Net income: €550.0m (up 41% from FY 2023). Profit margin: 14% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 10+ 4 more updatesRockwool A/S, Annual General Meeting, Apr 02, 2025Rockwool A/S, Annual General Meeting, Apr 02, 2025.
New Risk • Nov 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: €7.20 (vs €5.10 in 3Q 2023)Third quarter 2024 results: EPS: €7.20 (up from €5.10 in 3Q 2023). Revenue: €958.0m (up 6.1% from 3Q 2023). Net income: €155.0m (up 42% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Oct 25Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd.Rockwool A/S (CPSE:ROCK B) acquired Wetherby Building Systems Ltd on October 25, 2024. Rockwool A/S (CPSE:ROCK B) completed the acquisition of Wetherby Building Systems Ltd on October 25, 2024.
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €6.60 (vs €4.70 in 2Q 2023)Second quarter 2024 results: EPS: €6.60 (up from €4.70 in 2Q 2023). Revenue: €1.01b (up 10% from 2Q 2023). Net income: €142.0m (up 39% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 19Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects sales remains unchanged with an expected growth of around mid-single-digit percent in local currencies.
お知らせ • Jun 26Rockwool A/S Elects Janni Munkholm Nielsen as Employee Representative of the Board of DirectorsThe Group-elected employee representative of the Board of Directors in ROCKWOOL A/S. The employees of ROCKWOOL have chosen that Janni Munkholm Nielsen shall represent them for the remaining election period until the Annual General Meeting in 2026, where new elections for employee-elected Board members will take place. Janni Munkholm Nielsen now joins, Connie Enghus Theisen and Christian Westerberg, as employee-elected Board members in ROCKWOOL A/S.
お知らせ • May 23Rockwool A/S Announces Demise of Board Member Berit KjerulfRockwool A/S announced demise of Board member Berit Kjerulf. Fellow employees elected Berit to represent them on the Board of Directors in 2022. Berit had been employed at ROCKWOOL since 2005.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €5.40 (vs €3.60 in 1Q 2023)First quarter 2024 results: EPS: €5.40 (up from €3.60 in 1Q 2023). Revenue: €920.0m (up 6.2% from 1Q 2023). Net income: €116.0m (up 49% from 1Q 2023). Profit margin: 13% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 16Rockwool A/S Provides Earnings Guidance for the Year 2024Rockwool A/S provided earnings guidance for the year 2024. For the year, the company expects Sales growth of around mid-single-digit percent in local currencies. EBIT margin around 15%.
お知らせ • Apr 11Rockwool A/S Approves DividendRockwool A/S at its Annual General Meeting held on 10 April 2024, approved the dividends of DKK 43 (EUR 5.8) per share of a nominal value of DKK 10, corresponding to a total of EUR 125 million.
Upcoming Dividend • Apr 04Upcoming dividend of kr.43.00 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.5%).
お知らせ • Feb 29Rockwool A/S Announces CEO ChangesJens Birgersson will continue as CEO until Jes Munk Hansen, currently CEO at Terma, joins ROCKWOOL, latest 1 September 2024. Successor Jes Munk Hansen has more than 20 years' experience from the building materials industry with a focus on energy efficiency and sustainability. Prior to joining Terma, Jes had substantial international leadership experience, and has among other things lived in the United States, where he was in charge of Grundfos' North America business for five years. Subsequently, he held a number of leadership positions in OSRAM as well as being CEO for LEDVANCE. He is Vice Chairman in the Confederation of Danish Industries and Board member in WSAudiology and has also been on the ROCKWOOL Board for the past year. Jes Munk Hansen will stand for re-election to the ROCKWOOL Board at the next Annual General Meeting and will first step down from the Board in connection with taking over as CEO. Jes Munk Hansen is 56 years-old, married, with four children. The family lives in Copenhagen. He has Danish and American citizenship and earned a Master of Science degree at Copenhagen University and an MBA from London Business School.
お知らせ • Feb 24Rockwool A/S to Report Q2, 2024 Results on Jul 26, 2024Rockwool A/S announced that they will report Q2, 2024 results on Jul 26, 2024
Declared Dividend • Feb 18Dividend of kr.43.00 announcedShareholders will receive a dividend of kr.43.00. Ex-date: 11th April 2024 Payment date: 15th April 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 09Rockwool A/S (CPSE:ROCK B) announces an Equity Buyback for 1,200,000 shares, for €160 million.Rockwool A/S (CPSE:ROCK B) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 Class B shares for €160 million. The shares may not be purchased at a price that exceeds the highest of the share price of the most recent independent trade or the highest independent buyer’s bid in the Nasdaq Copenhagen market at the time of trading. The shares repurchased will be cancelled. The repurchase program will continue until February 7, 2025.
お知らせ • Feb 08+ 1 more updateRockwool A/S Proposes DividendRockwool A/S proposed dividend per share is DKK 43, an increase of DKK 8 per share from 2023.
Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: €3.64b (down 7.0% from FY 2022). Net income: €389.0m (up 43% from FY 2022). Profit margin: 11% (up from 7.0% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Building industry in the United Kingdom.
お知らせ • Dec 01+ 3 more updatesRockwool A/S, Annual General Meeting, Apr 10, 2024Rockwool A/S, Annual General Meeting, Apr 10, 2024.
お知らせ • Nov 23Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provides earnings guidance for the year 2023. The company expects Sales decline of 4%-5% in local currencies, changed from previously up to eight percent. EBIT margin around 14%, changed from previously around 13%.
Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €904.0m (down 11% from 3Q 2022). Net income: €109.0m (up 142% from 3Q 2022). Profit margin: 12% (up from 4.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Building industry in the United Kingdom.
Reported Earnings • Sep 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €917.0m (down 9.9% from 2Q 2022). Net income: €102.0m (up 65% from 2Q 2022). Profit margin: 11% (up from 6.1% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Building industry in the United Kingdom.
お知らせ • Jul 07Rockwool A/S Provides Earnings Guidance for the Full Year 2023Rockwool A/S provided earnings guidance for the full year 2023. For the year, the company expects the EBIT margin to improve to around 12% from the previous outlook of around 10%. Full year outlook for a sales decline of up to 10% in local currencies and investment level around EUR 400 Million excluding acquisitions are maintained.
お知らせ • May 11Rockwool A/S Provides Revenue Outlook for 2023Rockwool A/S provided revenue Outlook for 2023. For the year, the company expects Sales decline of up to 10% in local currencies.
Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €872.0m (down 5.6% from 1Q 2022). Net income: €78.0m (up 24% from 1Q 2022). Profit margin: 8.9% (up from 6.8% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Building industry in the United Kingdom.
Upcoming Dividend • Mar 23Upcoming dividend of kr.35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.0%).
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: €12.66 (vs €14.05 in FY 2021)Full year 2022 results: EPS: €12.66 (down from €14.05 in FY 2021). Revenue: €3.91b (up 27% from FY 2021). Net income: €273.0m (down 9.9% from FY 2021). Profit margin: 7.0% (down from 9.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
お知らせ • Feb 09Rockwool A/S Provides Earnings Guidance for the Year 2023Rockwool A/S provided earnings guidance for the year 2023. For the year, Sales decline of up to 10% in local currencies. EBIT margin in the range of 8% to 10%.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to kr.1,689, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Building industry in the United Kingdom. Total returns to shareholders of 2.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.1,060 per share.
お知らせ • Nov 30+ 3 more updatesRockwool A/S to Report Nine Months, 2023 Results on Nov 22, 2023Rockwool A/S announced that they will report nine months, 2023 results on Nov 22, 2023
Reported Earnings • Nov 24Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €1.01b (up 27% from 3Q 2021). Net income: €45.0m (down 43% from 3Q 2021). Profit margin: 4.4% (down from 9.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Rebekka Herlofsen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: €2.90 (vs €3.90 in 2Q 2021)Second quarter 2022 results: EPS: €2.90 (down from €3.90 in 2Q 2021). Revenue: €1.02b (up 31% from 2Q 2021). Net income: €62.0m (down 26% from 2Q 2021). Profit margin: 6.1% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.7%, compared to a 8.6% growth forecast for the Building industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr.1,597, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Building industry in the United Kingdom. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.2,000 per share.
Buying Opportunity • Aug 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be kr.2,088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
Buying Opportunity • Jul 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be kr.2,127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr.1,784, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Building industry in the United Kingdom. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.2,098 per share.
Buying Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr.2,103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 3.8%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
