IMI(IMI)株式概要IMI plcは、英国、ドイツ、その他のヨーロッパ、米国、その他のアメリカ大陸、中国、その他のアジア太平洋地域、中東、アフリカにおいて、流体およびモーション・コントロール・ソリューションの設計および製造を行っている。 詳細IMI ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績6/6財務の健全性5/6配当金0/6報酬株価収益率( 21.5 x)は、 Machinery業界平均( 25.4 x)を下回っています。収益は年間4.17%増加すると予測されています 過去1年間で収益は24.7%増加しました リスク分析多額の負債を抱えている すべてのリスクチェックを見るIMI Community Fair Values Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN8.9% undervaluedAnalystConsensusTarget•10d agoBuybacks Dividends And Acquisitions Will Shape Returns Over The Next Three Years88014Top Analyst NarrativesIMIANAnalystConsensusTargetBased on Analyst Price TargetsBuybacks Dividends And Acquisitions Will Shape Returns Over The Next Three YearsIMI is leaning into automation, energy-saving equipment, and smarter connected products that can bring in steadier repeat business, while a focus on cost cutting and small add-on deals could keep profits growing. The big watch-outs are trade shocks, choppy demand in key markets, cyber threats, and heavier debt from buybacks that could limit flexibility if growth slows.View narrativeUK£30.53FV8.9% 割安 内在価値ディスカウント3.42%Revenue growth p.a.Set Fair ValueView88users have viewed this narrative0users have liked this narrative0users have commented on this narrative14users have followed this narrative11 days ago author updated this narrativeView all narrativesIMI plc 競合他社Weir GroupSymbol: LSE:WEIRMarket cap: UK£6.3bSpirax GroupSymbol: LSE:SPXMarket cap: UK£5.1bRotorkSymbol: LSE:RORMarket cap: UK£2.5bBodycoteSymbol: LSE:BOYMarket cap: UK£1.4b価格と性能株価の高値、安値、推移の概要IMI過去の株価現在の株価UK£27.8252週高値UK£29.3852週安値UK£19.53ベータ1.051ヶ月の変化-0.22%3ヶ月変化-3.40%1年変化39.94%3年間の変化68.91%5年間の変化60.90%IPOからの変化981.89%最新ニュースナラティブの更新 • May 20IMI: Share Buybacks And Dividends Will Support Future Capital ReturnsAnalysts have nudged their price target for IMI slightly higher to £30.53 from £30.25, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News IMI is actively seeking bolt on acquisitions in what it describes as attractive, long term growth markets, with management highlighting a strong M&A pipeline and a focus on deals that meet strict return on capital targets (IMI 2025 Full Year Results Presentation).お知らせ • May 16IMI plc Announces Appointment of Jackie Callaway as Member of the Remuneration Committee, Effective May 15, 2026IMI plc announced that Jackie Callaway has been appointed as a member of the Remuneration Committee with effect from May 15, 2026. Jackie joined the Board as a Non-Executive Director in 2023 and has served as Chair of the Audit Committee since September 1, 2024. She will continue in her existing Board and Committee roles.Buy Or Sell Opportunity • May 05Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to UK£27.66. The fair value is estimated to be UK£22.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.ナラティブの更新 • Apr 29IMI: Buybacks And Rising Dividends Will Support Measured Long Term OutlookAnalysts have nudged their price target for IMI slightly higher to £30.25 from £29.97, reflecting updated views on discount rates, long term revenue growth, profit margins, and future P/E assumptions. What's in the News IMI has recommended a 2025 final dividend of 23.2p per share, compared with 21.1p per share for 2024, with payment scheduled for 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (company announcement).New Risk • Apr 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£111k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Significant insider selling over the past 3 months (UK£111k sold).ナラティブの更新 • Apr 12IMI: Buybacks And Dividends Will Support Steady Outlook With Selective M&AAnalysts have trimmed their price target for IMI to £29.97 from £30.19, reflecting slightly adjusted fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News IMI announced a share repurchase program of up to £500 million, with all repurchased shares intended to be cancelled and the program expected to run until no later than 31 December 2026 (Key Developments).最新情報をもっと見るRecent updatesナラティブの更新 • May 20IMI: Share Buybacks And Dividends Will Support Future Capital ReturnsAnalysts have nudged their price target for IMI slightly higher to £30.53 from £30.25, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News IMI is actively seeking bolt on acquisitions in what it describes as attractive, long term growth markets, with management highlighting a strong M&A pipeline and a focus on deals that meet strict return on capital targets (IMI 2025 Full Year Results Presentation).お知らせ • May 16IMI plc Announces Appointment of Jackie Callaway as Member of the Remuneration Committee, Effective May 15, 2026IMI plc announced that Jackie Callaway has been appointed as a member of the Remuneration Committee with effect from May 15, 2026. Jackie joined the Board as a Non-Executive Director in 2023 and has served as Chair of the Audit Committee since September 1, 2024. She will continue in her existing Board and Committee roles.Buy Or Sell Opportunity • May 05Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to UK£27.66. The fair value is estimated to be UK£22.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.ナラティブの更新 • Apr 29IMI: Buybacks And Rising Dividends Will Support Measured Long Term OutlookAnalysts have nudged their price target for IMI slightly higher to £30.25 from £29.97, reflecting updated views on discount rates, long term revenue growth, profit margins, and future P/E assumptions. What's in the News IMI has recommended a 2025 final dividend of 23.2p per share, compared with 21.1p per share for 2024, with payment scheduled for 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (company announcement).New Risk • Apr 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£111k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Significant insider selling over the past 3 months (UK£111k sold).ナラティブの更新 • Apr 12IMI: Buybacks And Dividends Will Support Steady Outlook With Selective M&AAnalysts have trimmed their price target for IMI to £29.97 from £30.19, reflecting slightly adjusted fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News IMI announced a share repurchase program of up to £500 million, with all repurchased shares intended to be cancelled and the program expected to run until no later than 31 December 2026 (Key Developments).Buy Or Sell Opportunity • Apr 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to UK£28.18. The fair value is estimated to be UK£23.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.分析記事 • Apr 07Should You Be Adding IMI (LON:IMI) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Recent Insider Transactions Derivative • Apr 07CEO & Director exercised options and sold UK£1.4m worth of stockOn the 31st of March, Roy Twite exercised options to acquire 52k shares at no cost and sold these for an average price of UK£25.99 per share. This trade did not impact their existing holding. For the year to December 2019, Roy's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Roy's direct individual holding has increased from 458.71k shares to 517.31k. Company insiders have collectively sold UK£1.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 01IMI plc, Annual General Meeting, May 12, 2026IMI plc, Annual General Meeting, May 12, 2026. Location: the crowne plaza hotel, pendigo way, birmingham b40 1ps, marston green United Kingdomナラティブの更新 • Mar 29IMI: Share Buybacks And Disciplined M&A Will Support A Bullish OutlookAnalysts have nudged their price target for IMI slightly higher to £30.19 from £29.91, citing updated assumptions for revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News The board authorizes a new share buyback plan for IMI plc on 6 March 2026, signaling an intention to repurchase shares in the market (Company announcement).Upcoming Dividend • Mar 26Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.1%).ナラティブの更新 • Mar 13IMI: Share Buybacks And M&A Discipline Will Shape A Balanced OutlookAnalysts have adjusted their price target on IMI to £29.91 from £29.03, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board of Directors authorized a share buyback plan on 6 March 2026, signaling approval for capital to be used to repurchase shares (Buyback Transaction Announcements).Declared Dividend • Mar 09Final dividend increased to UK£0.23Dividend of UK£0.23 is 10.0% higher than last year. Ex-date: 2nd April 2026 Payment date: 15th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.Reported Earnings • Mar 08Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.24 (up from UK£0.96 in FY 2024). Revenue: UK£2.30b (up 4.3% from FY 2024). Net income: UK£309.9m (up 25% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 2.8% 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 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 06+ 2 more updatesIMI plc (LSE:IMI) announces an Equity Buyback for £500 million worth of its shares.IMI plc (LSE:IMI) announces a share repurchase program. Under the program, the company will repurchase up to £500 million worth of it shares.ナラティブの更新 • Feb 26IMI: Slightly Higher Fair Value And P/E Assumptions Will Guide OutlookThe analyst price target for IMI has shifted slightly to reflect an updated fair value of £29.03. Analysts attribute this to small adjustments in the discount rate, revenue growth, profit margin expectations, and a higher assumed future P/E multiple.分析記事 • Feb 11What Is IMI plc's (LON:IMI) Share Price Doing?While IMI plc ( LON:IMI ) might not have the largest market cap around , it saw a significant share price rise of 21...ナラティブの更新 • Feb 10IMI: Stable Assumptions And Higher Discount Rate Will Shape Fair Value OutlookAnalysts have modestly lifted their price target on IMI to £28.50, reflecting updated assumptions around a 9.0% discount rate and a forward P/E of about 24x, while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £28.50.お知らせ • Jan 27+ 1 more updateIMI plc to Report First Half, 2026 Results on Jul 31, 2026IMI plc announced that they will report first half, 2026 results on Jul 31, 2026ナラティブの更新 • Jan 26IMI: Reconfirmed 2025 Guidance And Organic Expansion Will Support Fair Value OutlookAnalysts have raised their price target on IMI to €28.50 from €27.88, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers of the change. What's in the News IMI reconfirmed earnings guidance for the full year 2025, signaling no change to management's outlook for the period (Key Developments).ナラティブの更新 • Jan 12IMI: Reconfirmed Guidance And Organic Expansion Will Support Fair Value OutlookAnalysts have made a small upward adjustment to their price target for IMI, now implying fair value of about $27.88 compared with $27.81 previously. This reflects slightly higher assumptions for revenue growth, profit margins and the discount rate, alongside a largely unchanged future P/E.ナラティブの更新 • Dec 26IMI: Reaffirmed Earnings Guidance Will Support Future Share Price UpsideAnalysts have nudged their price target for IMI slightly higher to approximately $27.81 from about $27.77. This reflects modestly lower perceived risk and a stable outlook for revenue growth, profit margins, and forward valuation multiples.分析記事 • Dec 13IMI plc's (LON:IMI) Price Is Out Of Tune With EarningsWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...ナラティブの更新 • Dec 11IMI: Reaffirmed Earnings Guidance Will Support Future Share Price UpsideAnalysts have lifted their price target on IMI modestly to approximately $27.77 from about $27.52, citing slightly stronger long term revenue growth expectations, a marginally lower discount rate, and a small upward revision to future valuation multiples, partly offset by a minor trim to projected profit margins. What's in the News Reconfirmed 2025 full year earnings guidance, signaling management confidence in the existing outlook (Key Developments) On track to achieve a fourth consecutive year of mid single digit organic revenue growth in 2025, highlighting consistent operational performance (Key Developments) Valuation Changes Fair Value has risen slightly to approximately $27.77 from about $27.52 per share, reflecting modestly stronger long term assumptions.ナラティブの更新 • Nov 27IMI: Earnings Guidance And Profit Margin Will Drive Upward MomentumAnalysts have raised their price target for IMI from $26.72 to $27.52 due to slight adjustments to revenue growth forecasts and profit margin expectations, which increase the company's fair value outlook. What's in the News IMI plc has reconfirmed its earnings guidance for the full year 2025.分析記事 • Nov 27Calculating The Intrinsic Value Of IMI plc (LON:IMI)Key Insights IMI's estimated fair value is UK£23.97 based on 2 Stage Free Cash Flow to Equity Current share price of...お知らせ • Nov 26Fairbanks Morse, LLC entered into an agreement to acquire Truflo Marine business of IMI plc for an enterprise value of £225 million.Fairbanks Morse, LLC entered into an agreement to acquire Truflo Marine business of IMI plc for an enterprise value of £225 million on November 24, 2025. The transaction remains subject to certain regulatory and other approvals, with expected completion in mid-2026. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to IMI plc (LSE:IMI).ナラティブの更新 • Nov 13IMI: Future Revenue Trend Will Support Ongoing Balanced OutlookAnalysts have raised their price target for IMI from $24.91 to $26.72, citing improved forecasts for revenue growth and a more favorable outlook on the company's future valuation. What's in the News IMI plc has reaffirmed its earnings outlook for the full year 2025 and is projecting a fourth consecutive year of mid-single digit organic revenue growth (Key Developments).分析記事 • Nov 12IMI (LON:IMI) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Price Target Changed • Nov 11Price target increased by 7.2% to UK£26.72Up from UK£24.91, the current price target is an average from 13 analysts. New target price is 7.0% above last closing price of UK£24.96. Stock is up 44% over the past year. The company is forecast to post earnings per share of UK£1.18 for next year compared to UK£0.96 last year.お知らせ • Nov 08IMI plc Reconfirms Earnings Guidance for the Full Year 2025IMI plc reconfirmed earnings guidance for the full year 2025. For the period, the company is on track to deliver fourth consecutive year of mid-single digit organic revenue growth in 2025.お知らせ • Nov 06IMI plc to Report Fiscal Year 2025 Results on Mar 06, 2026IMI plc announced that they will report fiscal year 2025 results on Mar 06, 2026ナラティブの更新 • Oct 29Buybacks Dividends And Acquisitions Will Shape Returns Over The Next Three YearsAnalysts have raised their price target for IMI from $24.28 to $24.91. They cite updated assumptions about discount rates and future valuation multiples, even though only minor adjustments were made to revenue growth and profit margin forecasts.分析記事 • Oct 27What Does IMI plc's (LON:IMI) Share Price Indicate?IMI plc ( LON:IMI ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the past...分析記事 • Oct 11Does IMI (LON:IMI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Luke Grant was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Aug 20IMI plc's (LON:IMI) Shareholders Might Be Looking For ExitWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...ナラティブの更新 • Aug 07Automation And Net Zero Will Transform Future InfrastructureIMI’s fair value was slightly raised as its Future P/E multiple increased, indicating marginally higher near-term earnings expectations, while revenue growth forecasts remained steady, resulting in a modest price target increase from £23.54 to £23.72. What's in the News IMI plc is recommending a 2025 interim dividend of 11.0 pence per share, up from 10.0 pence in 2024.分析記事 • Aug 04IMI (LON:IMI) Will Pay A Dividend Of £0.11IMI plc's ( LON:IMI ) investors are due to receive a payment of £0.11 per share on 22nd of September. Despite this...Declared Dividend • Aug 04First half dividend increased to UK£0.11Dividend of UK£0.11 is 10.0% higher than last year. Ex-date: 14th August 2025 Payment date: 22nd September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 03First half 2025 earnings released: EPS: UK£0.46 (vs UK£0.48 in 1H 2024)First half 2025 results: EPS: UK£0.46 (down from UK£0.48 in 1H 2024). Revenue: UK£1.09b (flat on 1H 2024). Net income: UK£115.7m (down 7.7% from 1H 2024). Profit margin: 11% (in line with 1H 2024). Revenue is forecast to grow 4.6% 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 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Imi plc Recommends Interim Dividend for Year 2025, Payable on 22 September 2025IMI plc recommending a 2025 interim dividend of 11.0 pence per share (2024: 10.0 pence per share). Payment will be made on 22 September 2025 to shareholders on the register at the close of business on 15 August 2025.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Luke Grant was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jul 30Is Now The Time To Put IMI (LON:IMI) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jul 10Estimating The Intrinsic Value Of IMI plc (LON:IMI)Key Insights The projected fair value for IMI is UK£25.94 based on 2 Stage Free Cash Flow to Equity IMI's UK£21.20...分析記事 • Jun 23Does IMI (LON:IMI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jun 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to UK£19.86. The fair value is estimated to be UK£24.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • May 10IMI plc Reconfirms Earnings Guidance for the Full Year 2025IMI plc reconfirmed earnings guidance for the full year 2025. The company expected to deliver another year of mid-single digit organic revenue growth in 2025.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£16.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Machinery industry in the United Kingdom. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£25.81 per share.Reported Earnings • Mar 31Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: UK£0.96 (up from UK£0.92 in FY 2023). Revenue: UK£2.21b (flat on FY 2023). Net income: UK£248.5m (up 4.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 4.2% 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 9% per year whereas the company’s share price has increased by 12% per year.Upcoming Dividend • Mar 27Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.3%).Buy Or Sell Opportunity • Mar 19Now 21% undervaluedOver the last 90 days, the stock has risen 10% to UK£20.04. The fair value is estimated to be UK£25.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions Derivative • Mar 17CEO & Director exercised options and sold UK£966k worth of stockOn the 13th of March, Roy Twite exercised options to acquire 49k shares at no cost and sold these for an average price of UK£19.62 per share. This trade did not impact their existing holding. For the year to December 2018, Roy's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Roy's direct individual holding has increased from 401.31k shares to 403.14k. Company insiders have collectively sold UK£5.0m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Mar 03Final dividend increased to UK£0.21Dividend of UK£0.21 is 9.9% higher than last year. Ex-date: 3rd April 2025 Payment date: 16th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.新しいナラティブ • Mar 02Capital Allocation And Focus On Automation Will Strengthen Future Performance Strategic focus on automation and energy efficiency is driving robust order growth and future revenue expansion in key sectors. お知らせ • Mar 01+ 1 more updateIMI plc Recommends 2024 Final Dividend, Payable on 16 May 2025The directors of IMI plc recommend a 2024 final dividend of 21.1 pence per share (2023: 19.2 pence) payable on 16 May 2025 to shareholders on the register at close of business on 4 April 2025, which will cost approximately £53.9 million (2023: £49.9 million). The last date to elect for the Dividend Reinvestment Plan is 24 April 2025.Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: UK£0.96 (up from UK£0.92 in FY 2023). Revenue: UK£2.21b (flat on FY 2023). Net income: UK£248.5m (up 4.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 8.4% to UK£18.92. The fair value is estimated to be UK£23.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 13% to UK£19.37. The fair value is estimated to be UK£24.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.お知らせ • Nov 13IMI plc to Report First Half, 2025 Results on Aug 01, 2025IMI plc announced that they will report first half, 2025 results on Aug 01, 2025お知らせ • Nov 07IMI plc to Report Fiscal Year 2024 Results on Feb 28, 2025IMI plc announced that they will report fiscal year 2024 results on Feb 28, 2025お知らせ • Nov 05+ 1 more updateIMI plc Announces Appointment of Luke Grant as Chief Financial Officer, Effective 25 July 2025IMI plc announced the appointment of Luke Grant as Chief Financial Officer ("CFO") and Executive Director with effect from 25 July 2025. Luke will succeed Daniel Shook who, in July 2024, announced his intention to step down for family reasons. After 10 years of service, Daniel will step down from the Board on 25 July 2025 and will remain available to the Group until the end of 2025 to support an orderly transition. Luke has been with IMI for 11 years and is currently Vice President of Finance for the Industrial Automation sector. Prior to this, Luke was Group Financial Controller and Head of Investor Relations. He has also held senior finance positions within IMI's former Precision Engineering division, based in Germany. Luke spent the early part of his career working in the audit practice of EY.お知らせ • Nov 01IMI plc (LSE:IMI) acquired Twtg Group B.V. for €25 million.IMI plc (LSE:IMI) acquired Twtg Group B.V. for €25 million on October 31, 2024. A cash consideration of €25 million will be paid by IMI plc. As part of consideration, €25 million is paid towards common equity of Twtg Group B.V. The transaction has been funded from IMI's existing facilities. IMI plc (LSE:IMI) completed the acquisition of Twtg Group B.V. for €25 million on October 31, 2024.お知らせ • Oct 25IMI plc Announces Board Changes, Effective 28 October 2024IMI plc announced that following a review of the Board and its Committees, and given his appointment as Chair of the Sustainability Committee, Thomas Thune Andersen will step down from his role as Senior Independent Director with effect from 28 October 2024. The company also announced the appointment of Anne Thorburn as Senior Independent Director from this date. Anne joined the Board on 1 August 2024 as a Non-Executive Director and is a member of the Audit and the Nomination Committees.お知らせ • Oct 16IMI plc Announces Directorate ChangeIMI plc announced that following the establishment of the Board Sustainability Committee, the Board has reviewed its committee membership. It has been agreed that Ajai Puri will step down from the Audit Committee with immediate effect to focus on his roles as a member of the Sustainability, Nomination and Remuneration Committees. The company also announces that, in order to focus on her other Non-Executive Director commitments, Caroline Dowling has informed the Board of her intention to step down as Non-Executive Director of the Company at the forthcoming AGM in May. Caroline will remain Remuneration Committee Chair until she steps down. The announcement of a successor will be made in due course.お知らせ • Sep 03IMI plc Announces Establishment of Sustainability CommitteeIMI Plc announced that it has established a Sustainability Committee of the Board with effect from 2 September 2024. The Sustainability Committee has been constituted to oversee the execution of the Company's sustainability strategy, to monitor the communication of the Company's sustainability activities with its stakeholders and to provide input to the Board and other Board Committees on sustainability matters. The members of the Sustainability Committee, all of whom are Non-executive directors of the Company, are Thomas Thune Andersen (Chair of the Committee), Dr. Ajai Puri and Victoria Hull. The establishment of the Sustainability Committee is a natural evolution of the Company's previous governance arrangement of having a Non-executive director with designated responsibility for ESG matters.お知らせ • Jul 31+ 2 more updatesImi plc Appoints Victoria Hull as Non-Executive Director and Member of the Nomination and Remuneration Committees, Effective 1 August 2024IMI plc notified that Victoria Hull (who is due to join the Board as an Independent Non-Executive Director (NED) with effect from 1 September 2024) was appointed as a NED and a member of the Nomination and Remuneration Committees of the company with effect from 1 August 2024.お知らせ • Jul 30IMI plc (LSE:IMI) commences an Equity Buyback Plan for 26,146,669 shares, representing 10% of its issued share capital, under the authorization approved on May 9, 2024.IMI plc (LSE:IMI) commences share repurchases on July 29, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 9, 2024. As per the mandate, the company is authorized to repurchase up to 26,146,669 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is 28 4/7p per ordinary share and maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares will be held in treasury which may subsequently be cancelled, sold for cash or used to satisfy share options and share awards under employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company or, if earlier, at the close of business on July 1, 2025 . As of March 18, 2024, the company had 275,115,528 ordinary shares in issue and 13,648,836 ordinary shares in treasury. On July 26, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to £100 million worth of it shares. Repurchases will be made during the period starting on July 29, 2024 and ending no later than December 31, 2024. Shares purchased will be cancelled. the purpose of the program is to reduce the capital of the company. On July 26, 2024, the company announces a share repurchase program. Under the first tranche of the program, the Company has entered into an agreement with Merrill Lynch International ("BofA Securities") to manage the first £50 million tranche of the program.Declared Dividend • Jul 29First half dividend increased to UK£0.10Dividend of UK£0.10 is 9.9% higher than last year. Ex-date: 8th August 2024 Payment date: 16th September 2024 Dividend yield will be 1.6%, 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 (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.48 (vs UK£0.42 in 1H 2023)First half 2024 results: EPS: UK£0.48 (up from UK£0.42 in 1H 2023). Revenue: UK£1.10b (up 1.3% from 1H 2023). Net income: UK£125.3m (up 15% from 1H 2023). Profit margin: 11% (up from 10% in 1H 2023). Revenue is forecast to grow 4.0% 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26+ 2 more updatesIMI plc Announces Daniel Shook to Step Down as Chief Financial OfficerIMI announced that Daniel Shook has informed the Board of his decision to step down as Chief Financial Officer of the Company for family reasons. Daniel's leaving date is to be confirmed but will be no earlier than May 2025. The Board has initiated a search for a successor and will provide an update when this process has concluded. Daniel will continue to perform his duties and fully support the Board and executive team in executing the Company's strategy during this period of transition.株主還元IMIGB MachineryGB 市場7D0.4%-0.2%-0.3%1Y39.9%16.6%18.3%株主還元を見る業界別リターン: IMI過去 1 年間で16.6 % の収益を上げたUK Machinery業界を上回りました。リターン対市場: IMI過去 1 年間で18.3 % の収益を上げたUK市場を上回りました。価格変動Is IMI's price volatile compared to industry and market?IMI volatilityIMI Average Weekly Movement4.6%Machinery Industry Average Movement5.6%Market Average Movement5.7%10% most volatile stocks in GB Market11.8%10% least volatile stocks in GB Market3.1%安定した株価: IMI 、 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: IMI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186210,358Roy Twitewww.imiplc.comIMI plcは、英国、ドイツ、その他のヨーロッパ、米国、その他のアメリカ大陸、中国、その他のアジア太平洋地域、中東、アフリカにおいて、流体およびモーション・コントロール・ソリューションの設計・製造を行っている。オートメーション事業とライフテクノロジー事業を通じて事業を展開している。高度な流体制御自動化ソリューション、流体およびモーションコントロールソリューション、スマートで安全かつ持続可能な工場、生産ライン、オペレーションを実現する空気圧および電動モーションシステム、バルブ、アクチュエーター、デジタル接続製品などを提供している。また、商用車の排出ガスを削減するソリューションの開発や、ゼロ・エミッション技術をサポートする新製品の開発も行っている。さらに、冷暖房システム、シリンジポンプ、検出技術も提供している。プロセスオートメーション、産業オートメーション、空調制御、ライフサイエンス、流体制御、運輸の各分野にサービスを提供している。以前はImperial Metal Industries Limitedとして知られ、1978年12月にIMI plcに社名を変更した。IMI plc は1862 年に設立され、英国バーミンガムに本社を置く。もっと見るIMI plc 基礎のまとめIMI の収益と売上を時価総額と比較するとどうか。IMI 基礎統計学時価総額UK£6.67b収益(TTM)UK£309.90m売上高(TTM)UK£2.30b21.5xPER(株価収益率2.9xP/SレシオIMI 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IMI 損益計算書(TTM)収益UK£2.30b売上原価UK£1.21b売上総利益UK£1.09bその他の費用UK£783.50m収益UK£309.90m直近の収益報告Dec 31, 2025次回決算日Jul 31, 2026一株当たり利益(EPS)1.29グロス・マージン47.46%純利益率13.45%有利子負債/自己資本比率51.0%IMI 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1.2%現在の配当利回り28%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2026/05/29 17:00終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IMI plc 13 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。34 アナリスト機関Jonathan HurnBarclaysNick WebsterBarclaysJames BaylissBerenberg31 その他のアナリストを表示
ナラティブの更新 • May 20IMI: Share Buybacks And Dividends Will Support Future Capital ReturnsAnalysts have nudged their price target for IMI slightly higher to £30.53 from £30.25, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News IMI is actively seeking bolt on acquisitions in what it describes as attractive, long term growth markets, with management highlighting a strong M&A pipeline and a focus on deals that meet strict return on capital targets (IMI 2025 Full Year Results Presentation).
お知らせ • May 16IMI plc Announces Appointment of Jackie Callaway as Member of the Remuneration Committee, Effective May 15, 2026IMI plc announced that Jackie Callaway has been appointed as a member of the Remuneration Committee with effect from May 15, 2026. Jackie joined the Board as a Non-Executive Director in 2023 and has served as Chair of the Audit Committee since September 1, 2024. She will continue in her existing Board and Committee roles.
Buy Or Sell Opportunity • May 05Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to UK£27.66. The fair value is estimated to be UK£22.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
ナラティブの更新 • Apr 29IMI: Buybacks And Rising Dividends Will Support Measured Long Term OutlookAnalysts have nudged their price target for IMI slightly higher to £30.25 from £29.97, reflecting updated views on discount rates, long term revenue growth, profit margins, and future P/E assumptions. What's in the News IMI has recommended a 2025 final dividend of 23.2p per share, compared with 21.1p per share for 2024, with payment scheduled for 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (company announcement).
New Risk • Apr 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£111k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Significant insider selling over the past 3 months (UK£111k sold).
ナラティブの更新 • Apr 12IMI: Buybacks And Dividends Will Support Steady Outlook With Selective M&AAnalysts have trimmed their price target for IMI to £29.97 from £30.19, reflecting slightly adjusted fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News IMI announced a share repurchase program of up to £500 million, with all repurchased shares intended to be cancelled and the program expected to run until no later than 31 December 2026 (Key Developments).
ナラティブの更新 • May 20IMI: Share Buybacks And Dividends Will Support Future Capital ReturnsAnalysts have nudged their price target for IMI slightly higher to £30.53 from £30.25, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News IMI is actively seeking bolt on acquisitions in what it describes as attractive, long term growth markets, with management highlighting a strong M&A pipeline and a focus on deals that meet strict return on capital targets (IMI 2025 Full Year Results Presentation).
お知らせ • May 16IMI plc Announces Appointment of Jackie Callaway as Member of the Remuneration Committee, Effective May 15, 2026IMI plc announced that Jackie Callaway has been appointed as a member of the Remuneration Committee with effect from May 15, 2026. Jackie joined the Board as a Non-Executive Director in 2023 and has served as Chair of the Audit Committee since September 1, 2024. She will continue in her existing Board and Committee roles.
Buy Or Sell Opportunity • May 05Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to UK£27.66. The fair value is estimated to be UK£22.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
ナラティブの更新 • Apr 29IMI: Buybacks And Rising Dividends Will Support Measured Long Term OutlookAnalysts have nudged their price target for IMI slightly higher to £30.25 from £29.97, reflecting updated views on discount rates, long term revenue growth, profit margins, and future P/E assumptions. What's in the News IMI has recommended a 2025 final dividend of 23.2p per share, compared with 21.1p per share for 2024, with payment scheduled for 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (company announcement).
New Risk • Apr 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£111k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Significant insider selling over the past 3 months (UK£111k sold).
ナラティブの更新 • Apr 12IMI: Buybacks And Dividends Will Support Steady Outlook With Selective M&AAnalysts have trimmed their price target for IMI to £29.97 from £30.19, reflecting slightly adjusted fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News IMI announced a share repurchase program of up to £500 million, with all repurchased shares intended to be cancelled and the program expected to run until no later than 31 December 2026 (Key Developments).
Buy Or Sell Opportunity • Apr 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.1% to UK£28.18. The fair value is estimated to be UK£23.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
分析記事 • Apr 07Should You Be Adding IMI (LON:IMI) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Recent Insider Transactions Derivative • Apr 07CEO & Director exercised options and sold UK£1.4m worth of stockOn the 31st of March, Roy Twite exercised options to acquire 52k shares at no cost and sold these for an average price of UK£25.99 per share. This trade did not impact their existing holding. For the year to December 2019, Roy's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Roy's direct individual holding has increased from 458.71k shares to 517.31k. Company insiders have collectively sold UK£1.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 01IMI plc, Annual General Meeting, May 12, 2026IMI plc, Annual General Meeting, May 12, 2026. Location: the crowne plaza hotel, pendigo way, birmingham b40 1ps, marston green United Kingdom
ナラティブの更新 • Mar 29IMI: Share Buybacks And Disciplined M&A Will Support A Bullish OutlookAnalysts have nudged their price target for IMI slightly higher to £30.19 from £29.91, citing updated assumptions for revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News The board authorizes a new share buyback plan for IMI plc on 6 March 2026, signaling an intention to repurchase shares in the market (Company announcement).
Upcoming Dividend • Mar 26Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.1%).
ナラティブの更新 • Mar 13IMI: Share Buybacks And M&A Discipline Will Shape A Balanced OutlookAnalysts have adjusted their price target on IMI to £29.91 from £29.03, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board of Directors authorized a share buyback plan on 6 March 2026, signaling approval for capital to be used to repurchase shares (Buyback Transaction Announcements).
Declared Dividend • Mar 09Final dividend increased to UK£0.23Dividend of UK£0.23 is 10.0% higher than last year. Ex-date: 2nd April 2026 Payment date: 15th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.
Reported Earnings • Mar 08Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: UK£1.24 (up from UK£0.96 in FY 2024). Revenue: UK£2.30b (up 4.3% from FY 2024). Net income: UK£309.9m (up 25% from FY 2024). Profit margin: 14% (up from 11% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 2.8% 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 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 06+ 2 more updatesIMI plc (LSE:IMI) announces an Equity Buyback for £500 million worth of its shares.IMI plc (LSE:IMI) announces a share repurchase program. Under the program, the company will repurchase up to £500 million worth of it shares.
ナラティブの更新 • Feb 26IMI: Slightly Higher Fair Value And P/E Assumptions Will Guide OutlookThe analyst price target for IMI has shifted slightly to reflect an updated fair value of £29.03. Analysts attribute this to small adjustments in the discount rate, revenue growth, profit margin expectations, and a higher assumed future P/E multiple.
分析記事 • Feb 11What Is IMI plc's (LON:IMI) Share Price Doing?While IMI plc ( LON:IMI ) might not have the largest market cap around , it saw a significant share price rise of 21...
ナラティブの更新 • Feb 10IMI: Stable Assumptions And Higher Discount Rate Will Shape Fair Value OutlookAnalysts have modestly lifted their price target on IMI to £28.50, reflecting updated assumptions around a 9.0% discount rate and a forward P/E of about 24x, while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £28.50.
お知らせ • Jan 27+ 1 more updateIMI plc to Report First Half, 2026 Results on Jul 31, 2026IMI plc announced that they will report first half, 2026 results on Jul 31, 2026
ナラティブの更新 • Jan 26IMI: Reconfirmed 2025 Guidance And Organic Expansion Will Support Fair Value OutlookAnalysts have raised their price target on IMI to €28.50 from €27.88, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers of the change. What's in the News IMI reconfirmed earnings guidance for the full year 2025, signaling no change to management's outlook for the period (Key Developments).
ナラティブの更新 • Jan 12IMI: Reconfirmed Guidance And Organic Expansion Will Support Fair Value OutlookAnalysts have made a small upward adjustment to their price target for IMI, now implying fair value of about $27.88 compared with $27.81 previously. This reflects slightly higher assumptions for revenue growth, profit margins and the discount rate, alongside a largely unchanged future P/E.
ナラティブの更新 • Dec 26IMI: Reaffirmed Earnings Guidance Will Support Future Share Price UpsideAnalysts have nudged their price target for IMI slightly higher to approximately $27.81 from about $27.77. This reflects modestly lower perceived risk and a stable outlook for revenue growth, profit margins, and forward valuation multiples.
分析記事 • Dec 13IMI plc's (LON:IMI) Price Is Out Of Tune With EarningsWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...
ナラティブの更新 • Dec 11IMI: Reaffirmed Earnings Guidance Will Support Future Share Price UpsideAnalysts have lifted their price target on IMI modestly to approximately $27.77 from about $27.52, citing slightly stronger long term revenue growth expectations, a marginally lower discount rate, and a small upward revision to future valuation multiples, partly offset by a minor trim to projected profit margins. What's in the News Reconfirmed 2025 full year earnings guidance, signaling management confidence in the existing outlook (Key Developments) On track to achieve a fourth consecutive year of mid single digit organic revenue growth in 2025, highlighting consistent operational performance (Key Developments) Valuation Changes Fair Value has risen slightly to approximately $27.77 from about $27.52 per share, reflecting modestly stronger long term assumptions.
ナラティブの更新 • Nov 27IMI: Earnings Guidance And Profit Margin Will Drive Upward MomentumAnalysts have raised their price target for IMI from $26.72 to $27.52 due to slight adjustments to revenue growth forecasts and profit margin expectations, which increase the company's fair value outlook. What's in the News IMI plc has reconfirmed its earnings guidance for the full year 2025.
分析記事 • Nov 27Calculating The Intrinsic Value Of IMI plc (LON:IMI)Key Insights IMI's estimated fair value is UK£23.97 based on 2 Stage Free Cash Flow to Equity Current share price of...
お知らせ • Nov 26Fairbanks Morse, LLC entered into an agreement to acquire Truflo Marine business of IMI plc for an enterprise value of £225 million.Fairbanks Morse, LLC entered into an agreement to acquire Truflo Marine business of IMI plc for an enterprise value of £225 million on November 24, 2025. The transaction remains subject to certain regulatory and other approvals, with expected completion in mid-2026. Lazard, Inc. (NYSE:LAZ) acted as financial advisor to IMI plc (LSE:IMI).
ナラティブの更新 • Nov 13IMI: Future Revenue Trend Will Support Ongoing Balanced OutlookAnalysts have raised their price target for IMI from $24.91 to $26.72, citing improved forecasts for revenue growth and a more favorable outlook on the company's future valuation. What's in the News IMI plc has reaffirmed its earnings outlook for the full year 2025 and is projecting a fourth consecutive year of mid-single digit organic revenue growth (Key Developments).
分析記事 • Nov 12IMI (LON:IMI) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Price Target Changed • Nov 11Price target increased by 7.2% to UK£26.72Up from UK£24.91, the current price target is an average from 13 analysts. New target price is 7.0% above last closing price of UK£24.96. Stock is up 44% over the past year. The company is forecast to post earnings per share of UK£1.18 for next year compared to UK£0.96 last year.
お知らせ • Nov 08IMI plc Reconfirms Earnings Guidance for the Full Year 2025IMI plc reconfirmed earnings guidance for the full year 2025. For the period, the company is on track to deliver fourth consecutive year of mid-single digit organic revenue growth in 2025.
お知らせ • Nov 06IMI plc to Report Fiscal Year 2025 Results on Mar 06, 2026IMI plc announced that they will report fiscal year 2025 results on Mar 06, 2026
ナラティブの更新 • Oct 29Buybacks Dividends And Acquisitions Will Shape Returns Over The Next Three YearsAnalysts have raised their price target for IMI from $24.28 to $24.91. They cite updated assumptions about discount rates and future valuation multiples, even though only minor adjustments were made to revenue growth and profit margin forecasts.
分析記事 • Oct 27What Does IMI plc's (LON:IMI) Share Price Indicate?IMI plc ( LON:IMI ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the past...
分析記事 • Oct 11Does IMI (LON:IMI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Luke Grant was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 20IMI plc's (LON:IMI) Shareholders Might Be Looking For ExitWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...
ナラティブの更新 • Aug 07Automation And Net Zero Will Transform Future InfrastructureIMI’s fair value was slightly raised as its Future P/E multiple increased, indicating marginally higher near-term earnings expectations, while revenue growth forecasts remained steady, resulting in a modest price target increase from £23.54 to £23.72. What's in the News IMI plc is recommending a 2025 interim dividend of 11.0 pence per share, up from 10.0 pence in 2024.
分析記事 • Aug 04IMI (LON:IMI) Will Pay A Dividend Of £0.11IMI plc's ( LON:IMI ) investors are due to receive a payment of £0.11 per share on 22nd of September. Despite this...
Declared Dividend • Aug 04First half dividend increased to UK£0.11Dividend of UK£0.11 is 10.0% higher than last year. Ex-date: 14th August 2025 Payment date: 22nd September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 03First half 2025 earnings released: EPS: UK£0.46 (vs UK£0.48 in 1H 2024)First half 2025 results: EPS: UK£0.46 (down from UK£0.48 in 1H 2024). Revenue: UK£1.09b (flat on 1H 2024). Net income: UK£115.7m (down 7.7% from 1H 2024). Profit margin: 11% (in line with 1H 2024). Revenue is forecast to grow 4.6% 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 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Imi plc Recommends Interim Dividend for Year 2025, Payable on 22 September 2025IMI plc recommending a 2025 interim dividend of 11.0 pence per share (2024: 10.0 pence per share). Payment will be made on 22 September 2025 to shareholders on the register at the close of business on 15 August 2025.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Luke Grant was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 30Is Now The Time To Put IMI (LON:IMI) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jul 10Estimating The Intrinsic Value Of IMI plc (LON:IMI)Key Insights The projected fair value for IMI is UK£25.94 based on 2 Stage Free Cash Flow to Equity IMI's UK£21.20...
分析記事 • Jun 23Does IMI (LON:IMI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jun 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to UK£19.86. The fair value is estimated to be UK£24.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • May 10IMI plc Reconfirms Earnings Guidance for the Full Year 2025IMI plc reconfirmed earnings guidance for the full year 2025. The company expected to deliver another year of mid-single digit organic revenue growth in 2025.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to UK£16.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Machinery industry in the United Kingdom. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£25.81 per share.
Reported Earnings • Mar 31Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: UK£0.96 (up from UK£0.92 in FY 2023). Revenue: UK£2.21b (flat on FY 2023). Net income: UK£248.5m (up 4.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 4.2% 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 9% per year whereas the company’s share price has increased by 12% per year.
Upcoming Dividend • Mar 27Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 16 May 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (2.3%).
Buy Or Sell Opportunity • Mar 19Now 21% undervaluedOver the last 90 days, the stock has risen 10% to UK£20.04. The fair value is estimated to be UK£25.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions Derivative • Mar 17CEO & Director exercised options and sold UK£966k worth of stockOn the 13th of March, Roy Twite exercised options to acquire 49k shares at no cost and sold these for an average price of UK£19.62 per share. This trade did not impact their existing holding. For the year to December 2018, Roy's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Roy's direct individual holding has increased from 401.31k shares to 403.14k. Company insiders have collectively sold UK£5.0m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Mar 03Final dividend increased to UK£0.21Dividend of UK£0.21 is 9.9% higher than last year. Ex-date: 3rd April 2025 Payment date: 16th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
新しいナラティブ • Mar 02Capital Allocation And Focus On Automation Will Strengthen Future Performance Strategic focus on automation and energy efficiency is driving robust order growth and future revenue expansion in key sectors.
お知らせ • Mar 01+ 1 more updateIMI plc Recommends 2024 Final Dividend, Payable on 16 May 2025The directors of IMI plc recommend a 2024 final dividend of 21.1 pence per share (2023: 19.2 pence) payable on 16 May 2025 to shareholders on the register at close of business on 4 April 2025, which will cost approximately £53.9 million (2023: £49.9 million). The last date to elect for the Dividend Reinvestment Plan is 24 April 2025.
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: UK£0.96 (up from UK£0.92 in FY 2023). Revenue: UK£2.21b (flat on FY 2023). Net income: UK£248.5m (up 4.7% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 24Now 21% undervaluedOver the last 90 days, the stock has risen 8.4% to UK£18.92. The fair value is estimated to be UK£23.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 13% to UK£19.37. The fair value is estimated to be UK£24.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
お知らせ • Nov 13IMI plc to Report First Half, 2025 Results on Aug 01, 2025IMI plc announced that they will report first half, 2025 results on Aug 01, 2025
お知らせ • Nov 07IMI plc to Report Fiscal Year 2024 Results on Feb 28, 2025IMI plc announced that they will report fiscal year 2024 results on Feb 28, 2025
お知らせ • Nov 05+ 1 more updateIMI plc Announces Appointment of Luke Grant as Chief Financial Officer, Effective 25 July 2025IMI plc announced the appointment of Luke Grant as Chief Financial Officer ("CFO") and Executive Director with effect from 25 July 2025. Luke will succeed Daniel Shook who, in July 2024, announced his intention to step down for family reasons. After 10 years of service, Daniel will step down from the Board on 25 July 2025 and will remain available to the Group until the end of 2025 to support an orderly transition. Luke has been with IMI for 11 years and is currently Vice President of Finance for the Industrial Automation sector. Prior to this, Luke was Group Financial Controller and Head of Investor Relations. He has also held senior finance positions within IMI's former Precision Engineering division, based in Germany. Luke spent the early part of his career working in the audit practice of EY.
お知らせ • Nov 01IMI plc (LSE:IMI) acquired Twtg Group B.V. for €25 million.IMI plc (LSE:IMI) acquired Twtg Group B.V. for €25 million on October 31, 2024. A cash consideration of €25 million will be paid by IMI plc. As part of consideration, €25 million is paid towards common equity of Twtg Group B.V. The transaction has been funded from IMI's existing facilities. IMI plc (LSE:IMI) completed the acquisition of Twtg Group B.V. for €25 million on October 31, 2024.
お知らせ • Oct 25IMI plc Announces Board Changes, Effective 28 October 2024IMI plc announced that following a review of the Board and its Committees, and given his appointment as Chair of the Sustainability Committee, Thomas Thune Andersen will step down from his role as Senior Independent Director with effect from 28 October 2024. The company also announced the appointment of Anne Thorburn as Senior Independent Director from this date. Anne joined the Board on 1 August 2024 as a Non-Executive Director and is a member of the Audit and the Nomination Committees.
お知らせ • Oct 16IMI plc Announces Directorate ChangeIMI plc announced that following the establishment of the Board Sustainability Committee, the Board has reviewed its committee membership. It has been agreed that Ajai Puri will step down from the Audit Committee with immediate effect to focus on his roles as a member of the Sustainability, Nomination and Remuneration Committees. The company also announces that, in order to focus on her other Non-Executive Director commitments, Caroline Dowling has informed the Board of her intention to step down as Non-Executive Director of the Company at the forthcoming AGM in May. Caroline will remain Remuneration Committee Chair until she steps down. The announcement of a successor will be made in due course.
お知らせ • Sep 03IMI plc Announces Establishment of Sustainability CommitteeIMI Plc announced that it has established a Sustainability Committee of the Board with effect from 2 September 2024. The Sustainability Committee has been constituted to oversee the execution of the Company's sustainability strategy, to monitor the communication of the Company's sustainability activities with its stakeholders and to provide input to the Board and other Board Committees on sustainability matters. The members of the Sustainability Committee, all of whom are Non-executive directors of the Company, are Thomas Thune Andersen (Chair of the Committee), Dr. Ajai Puri and Victoria Hull. The establishment of the Sustainability Committee is a natural evolution of the Company's previous governance arrangement of having a Non-executive director with designated responsibility for ESG matters.
お知らせ • Jul 31+ 2 more updatesImi plc Appoints Victoria Hull as Non-Executive Director and Member of the Nomination and Remuneration Committees, Effective 1 August 2024IMI plc notified that Victoria Hull (who is due to join the Board as an Independent Non-Executive Director (NED) with effect from 1 September 2024) was appointed as a NED and a member of the Nomination and Remuneration Committees of the company with effect from 1 August 2024.
お知らせ • Jul 30IMI plc (LSE:IMI) commences an Equity Buyback Plan for 26,146,669 shares, representing 10% of its issued share capital, under the authorization approved on May 9, 2024.IMI plc (LSE:IMI) commences share repurchases on July 29, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 9, 2024. As per the mandate, the company is authorized to repurchase up to 26,146,669 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is 28 4/7p per ordinary share and maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares will be held in treasury which may subsequently be cancelled, sold for cash or used to satisfy share options and share awards under employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company or, if earlier, at the close of business on July 1, 2025 . As of March 18, 2024, the company had 275,115,528 ordinary shares in issue and 13,648,836 ordinary shares in treasury. On July 26, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to £100 million worth of it shares. Repurchases will be made during the period starting on July 29, 2024 and ending no later than December 31, 2024. Shares purchased will be cancelled. the purpose of the program is to reduce the capital of the company. On July 26, 2024, the company announces a share repurchase program. Under the first tranche of the program, the Company has entered into an agreement with Merrill Lynch International ("BofA Securities") to manage the first £50 million tranche of the program.
Declared Dividend • Jul 29First half dividend increased to UK£0.10Dividend of UK£0.10 is 9.9% higher than last year. Ex-date: 8th August 2024 Payment date: 16th September 2024 Dividend yield will be 1.6%, 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 (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.48 (vs UK£0.42 in 1H 2023)First half 2024 results: EPS: UK£0.48 (up from UK£0.42 in 1H 2023). Revenue: UK£1.10b (up 1.3% from 1H 2023). Net income: UK£125.3m (up 15% from 1H 2023). Profit margin: 11% (up from 10% in 1H 2023). Revenue is forecast to grow 4.0% 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26+ 2 more updatesIMI plc Announces Daniel Shook to Step Down as Chief Financial OfficerIMI announced that Daniel Shook has informed the Board of his decision to step down as Chief Financial Officer of the Company for family reasons. Daniel's leaving date is to be confirmed but will be no earlier than May 2025. The Board has initiated a search for a successor and will provide an update when this process has concluded. Daniel will continue to perform his duties and fully support the Board and executive team in executing the Company's strategy during this period of transition.