View ValuationThule Group 将来の成長Future 基準チェック /36Thule Group利益と収益がそれぞれ年間12.3%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18% 12.3%なると予測されています。主要情報12.3%収益成長率12.27%EPS成長率Leisure 収益成長14.9%収益成長率5.0%将来の株主資本利益率17.97%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 10Thule Group AB (publ) to Report Fiscal Year 2026 Results on Feb 10, 2027Thule Group AB (publ) announced that they will report fiscal year 2026 results on Feb 10, 2027お知らせ • Dec 11+ 2 more updatesThule Group AB (publ) to Report Q2, 2026 Results on Jul 20, 2026Thule Group AB (publ) announced that they will report Q2, 2026 results on Jul 20, 2026お知らせ • Oct 03Thule Group AB (publ), Annual General Meeting, May 11, 2026Thule Group AB (publ), Annual General Meeting, May 11, 2026. Location: malmo Swedenお知らせ • Apr 30Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction.Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction on April 29, 2025. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Thule Group AB (publ). Post completion of the acquisition, Thule Board member now holds 7,832 Thule shares. Thule Board Member completed the acquisition of an unknown minority stake in Thule Group AB (publ) (OM:THULE) in a management participated transaction on April 29, 2025お知らせ • Feb 08Thule Group AB (Publ) Proposes DividendThe Board of Thule Group AB (publ) proposed a dividend of SEK 8.30 per share.お知らせ • Feb 07Thule Group AB (publ) to Report Fiscal Year 2025 Results on Feb 10, 2026Thule Group AB (publ) announced that they will report fiscal year 2025 results on Feb 10, 2026お知らせ • Jan 30Thule Group AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Thule Group AB (publ) announced that they will report Q4, 2024 results at 7:45 AM, Central European Standard Time on Feb 07, 2025お知らせ • Dec 06Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty LtdThule Group AB (publ) (OM:THULE) agreed to acquire Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd for AUD 500 million on November 11, 2024. The consideration consists of 2.11 million common equity of Thule Group AB (publ) to be issued for common equity of Quad Lock Pty Ltd. A cash consideration will be paid by Thule Group AB (publ). The consideration is subject to possible price adjustments. For the period ending October 31, 2024, Quad Lock Pty Ltd reported total revenue of AUD 1.4 billion. The transaction will be financed through a combination of existing cash and credit facilities. The acquisition is conditional upon regulatory approval from the Australian Foreign Investment Review Board and customary closing conditions and is expected to close in the fourth quarter 2024. The acquisition is expected to be accretive. Jefferies Pty Ltd acted as financial advisor for Quadrant Private Equity Pty Limited. Goldman Sachs Bank Europe SE, Sweden Bankfilial acted as financial advisor for Thule Group AB. MinterEllison acted as legal advisor for Thule Group AB. Baker & Mckenzie acted as legal advisor for Thule Group AB. Gilbert and Tobin acted as legal advisor for Quadrant Private Equity Pty Limited. Roschier, Attorneys Ltd. acted as legal advisor for Quadrant Private Equity Pty Limited. Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd on December 4, 2024.お知らせ • Oct 23Thule Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025Thule Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025お知らせ • Oct 16+ 2 more updatesThule Group AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Thule Group AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025お知らせ • Oct 15+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 29, 2025Thule Group AB (publ), Annual General Meeting, Apr 29, 2025. Location: malmo Swedenお知らせ • May 25Thule Group (Publ) Appoints Catharina Paulcén as Senior Vice President Corporate Communications and Investor RelationsThule Group (publ) appointed Catharina Paulcén as Senior Vice President Corporate Communications and Investor Relations. She will be part of Group Management, based at the Group's head office in Malmö, Sweden. Catharina has over twenty years' experience of communication and investor relations in international environments. Following graduation from Lund University in Sweden, Catharina spent over fifteen years in the software industry, and has since been responsible for communication at the publicly listed company Haldex AB, a manufacturer of automotive components, and most recently the ventilation company publicly listed ventilation company Lindab AB. Catharina also has a strong outdoor interest and is an active leader the Swedish scout organization at the local and national level. Catharina will assume her position latest November 2024.お知らせ • Apr 27+ 1 more updateThule Group AB (Publ) Announces Board AppointmentsThule Group AB (publ) at its Annual General Meeting was held on 26 April 2024, approved that Sandra Finér och Paul Gustavsson were elected as new members of the Board. At the statutory board meeting after the Annual General Meeting, the Board of Directors appointed members to the Audit and Sustainability Committee and the Remuneration Committee. The Audit and Sustainability Committee will consist of Helene Willberg (chairman) and Sarah McPhee. The Remuneration Committee will consist of Hans Eckerström (chairman) and Paul Gustavsson.Recent Insider Transactions • Mar 22Insider recently sold kr2.4m worth of stockOn the 18th of March, Fredrik Erlandsson sold around 8k shares on-market at roughly kr300 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.1m more than they bought in the last 12 months.Declared Dividend • Mar 21Final dividend of kr4.75 announcedShareholders will receive a dividend of kr4.75. Ex-date: 29th April 2024 Payment date: 6th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 28Thule Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 05, 2024Thule Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 05, 2024お知らせ • Feb 09Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.50 per share which, based on the number of shares outstanding on February 9, 2024, corresponds to a dividend of SEK 1,004 million. The proposed dividend comprises 91% of the earnings per share for 2023. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.75 per share is April 30, 2024 and the proposed record date for the second payment of SEK 4.75 per share is October 7, 2024.お知らせ • Oct 31+ 1 more updateThule Group AB (publ) to Report Q2, 2024 Results on Jul 17, 2024Thule Group AB (publ) announced that they will report Q2, 2024 results on Jul 17, 2024お知らせ • Oct 27Thule Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Thule Group AB (publ) announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Sep 26+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 26, 2024Thule Group AB (publ), Annual General Meeting, Apr 26, 2024.お知らせ • Jul 17Thule Group AB (Publ) Appoints Toby Lawton as Chief Financial Officer, Effective January 2024Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden. Toby Lawton brings almost three decades of relevant international finance experience, including as CFO of three publicly listed international companies in Sweden and Hong Kong. Following graduation from Oxford University, Toby spent over 25 years with SCA (including now separately listed Essity) in several roles including CFO of Asia Pacific, Vice President of M&A, and CFO of SCA. He has also been CFO of Vinda International, based in Hong Kong, and is currently CFO of Swedish company Renewcell. Toby Lawton will assume his position latest in January 2024.お知らせ • May 13Jonas Lindqvist to Leave as Chief Financial Officer of Thule Group AB (publ)Thule Group AB (publ) announced that Jonas Lindqvist, in agreement with the company, will leave his position as Chief Financial Officer (CFO) at the company. Jonas has been the CFO of the Thule Group since 2020 and will remain in his role until his successor is in place. The recruitment process for a new CFO will begin immediately.お知らせ • Feb 11Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.20 per share which, based on the number of shares outstanding on February 10, 2023, corresponds to SEK 962 million. The proposed dividend comprises 75% of the earnings per share for 2022. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.60 per share is May 2, 2023 and the proposed record date for the second payment of SEK 4.60 per share is October 5, 2023.お知らせ • Feb 10+ 1 more updateThule Group AB (publ) Announces Executive Changes, Effective No Later Than August 9, 2023Thule Group AB (publ) announced that its board of directors has decided to appoint Mattias Ankarberg as the new president of the company. To secure a seamless handover, Magnus Welander will remain in his role until Mattias Ankarberg has finished his current role. Mattias Ankarberg has over 20 years of experience in consumer goods, from McKinsey & Company (located in Sweden and the USA), H&M (several senior positions, most recently as Global Sales and Marketing Manager) and now as CEO of Byggmax Group (publ). Mattias has been a member of the board of the Thule Group since 2018. He will take over as president of Thule no later than August 9, 2023.お知らせ • Jan 11Thule Group AB (publ) to Report Fiscal Year 2022 Results on Mar 31, 2023Thule Group AB (publ) announced that they will report fiscal year 2022 results on Mar 31, 2023お知らせ • Nov 09+ 1 more updateThule Group AB (publ) to Report Q3, 2023 Results on Oct 27, 2023Thule Group AB (publ) announced that they will report Q3, 2023 results on Oct 27, 2023お知らせ • Nov 08Thule Group AB (publ) to Report Q2, 2023 Results on Jul 19, 2023Thule Group AB (publ) announced that they will report Q2, 2023 results on Jul 19, 2023Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years.Recent Insider Transactions • Feb 22Independent Director recently bought kr200k worth of stockOn the 16th of February, Helene Mellquist bought around 490 shares on-market at roughly kr409 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.4m more in shares than they bought in the last 12 months.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr17.11 (up from kr11.24 in FY 2020). Revenue: kr10.4b (up 33% from FY 2020). Net income: kr1.79b (up 54% from FY 2020). Profit margin: 17% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Recent Insider Transactions • Dec 25Insider recently bought kr100k worth of stockOn the 22nd of December, Karl-Johan Magnusson bought around 190 shares on-market at roughly kr524 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.6m more in shares than they bought in the last 12 months.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr4.93 (vs kr4.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr2.77b (up 14% from 3Q 2020). Net income: kr516.0m (up 15% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 02Insider recently sold kr9.7m worth of stockOn the 28th of May, Kajsa von Geijer sold around 25k shares on-market at roughly kr386 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Executive Departure • May 01President of Region Americas Fred Clark has left the companyOn the 30th of April, Fred Clark's tenure in the role of President of Region Americas ended. We don't have any record of a personal shareholding under Fred's name. Fred is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr4.27 (vs kr2.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr2.54b (up 46% from 1Q 2020). Net income: kr447.0m (up 86% from 1Q 2020). Profit margin: 18% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 16Upcoming dividend of kr11.50 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 29 April 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.6%).Reported Earnings • Apr 04Full year 2020 earnings released: EPS kr11.24 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 25New 90-day high: kr346The company is up 23% from its price of kr282 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr215 per share.Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr11.23 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.6%, compared to a 10% growth forecast for the Leisure industry in the United Kingdom.Is New 90 Day High Low • Feb 08New 90-day high: kr327The company is up 22% from its price of kr268 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.Is New 90 Day High Low • Jan 14New 90-day high: kr325The company is up 9.0% from its price of kr297 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Leisure industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.業績と収益の成長予測BATS-CHIXE:THULES - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202811,8311,6051,4931,784612/31/202711,1751,4341,3751,660712/31/202610,5391,2761,3351,73473/31/202610,3401,1411,0841,491N/A12/31/202510,4291,1147841,132N/A9/30/202510,2721,0551,1451,464N/A6/30/202510,0871,0421,5381,751N/A3/31/20259,7831,0881,6151,887N/A12/31/20249,5411,1222,0462,310N/A9/30/20249,4291,1831,9312,199N/A6/30/20249,3961,1441,7892,082N/A3/31/20249,3261,1241,6961,920N/A12/31/20239,1321,0991,5991,850N/A9/30/20239,2171,0591,4521,685N/A6/30/20239,0459351,1001,390N/A3/31/20239,3301,0238061,161N/A12/31/202210,1381,275172616N/A9/30/202210,3331,445-373161N/A6/30/202210,9661,824-378152N/A3/31/202210,8821,870-69530N/A12/31/202110,3861,7906211,128N/A9/30/202110,1451,8001,3851,792N/A6/30/20219,8091,7321,6952,022N/A3/31/20218,6221,3721,4991,678N/A12/31/20207,8281,1661,4411,614N/A9/30/20207,4341,0311,2951,469N/A6/30/20206,6807631,1001,276N/A3/31/20206,9488711,0071,183N/A12/31/20197,038883N/A1,030N/A9/30/20196,984897N/A872N/A6/30/20196,863905N/A799N/A3/31/20196,707870N/A675N/A12/31/20186,484837N/A606N/A9/30/20186,333754N/A799N/A6/30/20186,157750N/A820N/A3/31/20185,957713N/A930N/A12/31/20175,872690N/A972N/A9/30/20175,849760N/A854N/A6/30/20175,759732N/A772N/A3/31/20175,529687N/A737N/A12/31/20165,304653N/A878N/A9/30/20165,300645N/A940N/A6/30/20165,349636N/A915N/A3/31/20165,312611N/A782N/A12/31/20155,320587N/A662N/A9/30/20155,241463N/A432N/A6/30/20155,079396N/A407N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: THULESの予測収益成長率 (年間12.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: THULESの収益 ( 12.3% ) はUK市場 ( 12.2% ) よりも速いペースで成長すると予測されています。高成長収益: THULESの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: THULESの収益 ( 5% ) UK市場 ( 4.4% ) よりも速いペースで成長すると予測されています。高い収益成長: THULESの収益 ( 5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: THULESの 自己資本利益率 は、3年後には低くなると予測されています ( 18 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/10 10:20終値2026/05/07 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Thule Group AB (publ) 7 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。15 アナリスト機関null nullABG Sundal CollierLars TopholmCarnegie Investment Bank ABDaniel SchmidtDanske Bank12 その他のアナリストを表示
お知らせ • Feb 10Thule Group AB (publ) to Report Fiscal Year 2026 Results on Feb 10, 2027Thule Group AB (publ) announced that they will report fiscal year 2026 results on Feb 10, 2027
お知らせ • Dec 11+ 2 more updatesThule Group AB (publ) to Report Q2, 2026 Results on Jul 20, 2026Thule Group AB (publ) announced that they will report Q2, 2026 results on Jul 20, 2026
お知らせ • Oct 03Thule Group AB (publ), Annual General Meeting, May 11, 2026Thule Group AB (publ), Annual General Meeting, May 11, 2026. Location: malmo Sweden
お知らせ • Apr 30Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction.Thule Board Member acquired an unknown minority stake in Thule Group AB (publ) (OM:THULE) for SEK 1.04 million in a management participated transaction on April 29, 2025. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Thule Group AB (publ). Post completion of the acquisition, Thule Board member now holds 7,832 Thule shares. Thule Board Member completed the acquisition of an unknown minority stake in Thule Group AB (publ) (OM:THULE) in a management participated transaction on April 29, 2025
お知らせ • Feb 08Thule Group AB (Publ) Proposes DividendThe Board of Thule Group AB (publ) proposed a dividend of SEK 8.30 per share.
お知らせ • Feb 07Thule Group AB (publ) to Report Fiscal Year 2025 Results on Feb 10, 2026Thule Group AB (publ) announced that they will report fiscal year 2025 results on Feb 10, 2026
お知らせ • Jan 30Thule Group AB (publ) to Report Q4, 2024 Results on Feb 07, 2025Thule Group AB (publ) announced that they will report Q4, 2024 results at 7:45 AM, Central European Standard Time on Feb 07, 2025
お知らせ • Dec 06Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty LtdThule Group AB (publ) (OM:THULE) agreed to acquire Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd for AUD 500 million on November 11, 2024. The consideration consists of 2.11 million common equity of Thule Group AB (publ) to be issued for common equity of Quad Lock Pty Ltd. A cash consideration will be paid by Thule Group AB (publ). The consideration is subject to possible price adjustments. For the period ending October 31, 2024, Quad Lock Pty Ltd reported total revenue of AUD 1.4 billion. The transaction will be financed through a combination of existing cash and credit facilities. The acquisition is conditional upon regulatory approval from the Australian Foreign Investment Review Board and customary closing conditions and is expected to close in the fourth quarter 2024. The acquisition is expected to be accretive. Jefferies Pty Ltd acted as financial advisor for Quadrant Private Equity Pty Limited. Goldman Sachs Bank Europe SE, Sweden Bankfilial acted as financial advisor for Thule Group AB. MinterEllison acted as legal advisor for Thule Group AB. Baker & Mckenzie acted as legal advisor for Thule Group AB. Gilbert and Tobin acted as legal advisor for Quadrant Private Equity Pty Limited. Roschier, Attorneys Ltd. acted as legal advisor for Quadrant Private Equity Pty Limited. Thule Group AB (publ) (OM:THULE) completed the acquisition of Quad Lock Pty Ltd from Quadrant Private Equity Pty Limited, founders and other minority shareholders of Quad Lock Pty Ltd on December 4, 2024.
お知らせ • Oct 23Thule Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025Thule Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025
お知らせ • Oct 16+ 2 more updatesThule Group AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Thule Group AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025
お知らせ • Oct 15+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 29, 2025Thule Group AB (publ), Annual General Meeting, Apr 29, 2025. Location: malmo Sweden
お知らせ • May 25Thule Group (Publ) Appoints Catharina Paulcén as Senior Vice President Corporate Communications and Investor RelationsThule Group (publ) appointed Catharina Paulcén as Senior Vice President Corporate Communications and Investor Relations. She will be part of Group Management, based at the Group's head office in Malmö, Sweden. Catharina has over twenty years' experience of communication and investor relations in international environments. Following graduation from Lund University in Sweden, Catharina spent over fifteen years in the software industry, and has since been responsible for communication at the publicly listed company Haldex AB, a manufacturer of automotive components, and most recently the ventilation company publicly listed ventilation company Lindab AB. Catharina also has a strong outdoor interest and is an active leader the Swedish scout organization at the local and national level. Catharina will assume her position latest November 2024.
お知らせ • Apr 27+ 1 more updateThule Group AB (Publ) Announces Board AppointmentsThule Group AB (publ) at its Annual General Meeting was held on 26 April 2024, approved that Sandra Finér och Paul Gustavsson were elected as new members of the Board. At the statutory board meeting after the Annual General Meeting, the Board of Directors appointed members to the Audit and Sustainability Committee and the Remuneration Committee. The Audit and Sustainability Committee will consist of Helene Willberg (chairman) and Sarah McPhee. The Remuneration Committee will consist of Hans Eckerström (chairman) and Paul Gustavsson.
Recent Insider Transactions • Mar 22Insider recently sold kr2.4m worth of stockOn the 18th of March, Fredrik Erlandsson sold around 8k shares on-market at roughly kr300 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.1m more than they bought in the last 12 months.
Declared Dividend • Mar 21Final dividend of kr4.75 announcedShareholders will receive a dividend of kr4.75. Ex-date: 29th April 2024 Payment date: 6th May 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.0% to bring the payout ratio under control. EPS is expected to grow by 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 28Thule Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 05, 2024Thule Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 05, 2024
お知らせ • Feb 09Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.50 per share which, based on the number of shares outstanding on February 9, 2024, corresponds to a dividend of SEK 1,004 million. The proposed dividend comprises 91% of the earnings per share for 2023. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.75 per share is April 30, 2024 and the proposed record date for the second payment of SEK 4.75 per share is October 7, 2024.
お知らせ • Oct 31+ 1 more updateThule Group AB (publ) to Report Q2, 2024 Results on Jul 17, 2024Thule Group AB (publ) announced that they will report Q2, 2024 results on Jul 17, 2024
お知らせ • Oct 27Thule Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Thule Group AB (publ) announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Sep 26+ 1 more updateThule Group AB (publ), Annual General Meeting, Apr 26, 2024Thule Group AB (publ), Annual General Meeting, Apr 26, 2024.
お知らせ • Jul 17Thule Group AB (Publ) Appoints Toby Lawton as Chief Financial Officer, Effective January 2024Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden. Toby Lawton brings almost three decades of relevant international finance experience, including as CFO of three publicly listed international companies in Sweden and Hong Kong. Following graduation from Oxford University, Toby spent over 25 years with SCA (including now separately listed Essity) in several roles including CFO of Asia Pacific, Vice President of M&A, and CFO of SCA. He has also been CFO of Vinda International, based in Hong Kong, and is currently CFO of Swedish company Renewcell. Toby Lawton will assume his position latest in January 2024.
お知らせ • May 13Jonas Lindqvist to Leave as Chief Financial Officer of Thule Group AB (publ)Thule Group AB (publ) announced that Jonas Lindqvist, in agreement with the company, will leave his position as Chief Financial Officer (CFO) at the company. Jonas has been the CFO of the Thule Group since 2020 and will remain in his role until his successor is in place. The recruitment process for a new CFO will begin immediately.
お知らせ • Feb 11Thule Group AB (publ) Proposes DividendThe Board of Directors of Thule Group AB (publ) proposed a dividend of SEK 9.20 per share which, based on the number of shares outstanding on February 10, 2023, corresponds to SEK 962 million. The proposed dividend comprises 75% of the earnings per share for 2022. It is also proposed that dividends be paid in two installments for a better adaptation to the Group's cash flow profile. The proposed record date for the first dividend payment of SEK 4.60 per share is May 2, 2023 and the proposed record date for the second payment of SEK 4.60 per share is October 5, 2023.
お知らせ • Feb 10+ 1 more updateThule Group AB (publ) Announces Executive Changes, Effective No Later Than August 9, 2023Thule Group AB (publ) announced that its board of directors has decided to appoint Mattias Ankarberg as the new president of the company. To secure a seamless handover, Magnus Welander will remain in his role until Mattias Ankarberg has finished his current role. Mattias Ankarberg has over 20 years of experience in consumer goods, from McKinsey & Company (located in Sweden and the USA), H&M (several senior positions, most recently as Global Sales and Marketing Manager) and now as CEO of Byggmax Group (publ). Mattias has been a member of the board of the Thule Group since 2018. He will take over as president of Thule no later than August 9, 2023.
お知らせ • Jan 11Thule Group AB (publ) to Report Fiscal Year 2022 Results on Mar 31, 2023Thule Group AB (publ) announced that they will report fiscal year 2022 results on Mar 31, 2023
お知らせ • Nov 09+ 1 more updateThule Group AB (publ) to Report Q3, 2023 Results on Oct 27, 2023Thule Group AB (publ) announced that they will report Q3, 2023 results on Oct 27, 2023
お知らせ • Nov 08Thule Group AB (publ) to Report Q2, 2023 Results on Jul 19, 2023Thule Group AB (publ) announced that they will report Q2, 2023 results on Jul 19, 2023
Buying Opportunity • Feb 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be kr452, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years.
Recent Insider Transactions • Feb 22Independent Director recently bought kr200k worth of stockOn the 16th of February, Helene Mellquist bought around 490 shares on-market at roughly kr409 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.4m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr17.11 (up from kr11.24 in FY 2020). Revenue: kr10.4b (up 33% from FY 2020). Net income: kr1.79b (up 54% from FY 2020). Profit margin: 17% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Recent Insider Transactions • Dec 25Insider recently bought kr100k worth of stockOn the 22nd of December, Karl-Johan Magnusson bought around 190 shares on-market at roughly kr524 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr9.6m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr4.93 (vs kr4.31 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr2.77b (up 14% from 3Q 2020). Net income: kr516.0m (up 15% from 3Q 2020). Profit margin: 19% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 02Insider recently sold kr9.7m worth of stockOn the 28th of May, Kajsa von Geijer sold around 25k shares on-market at roughly kr386 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Executive Departure • May 01President of Region Americas Fred Clark has left the companyOn the 30th of April, Fred Clark's tenure in the role of President of Region Americas ended. We don't have any record of a personal shareholding under Fred's name. Fred is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS kr4.27 (vs kr2.34 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr2.54b (up 46% from 1Q 2020). Net income: kr447.0m (up 86% from 1Q 2020). Profit margin: 18% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 16Upcoming dividend of kr11.50 per shareEligible shareholders must have bought the stock before 23 April 2021. Payment date: 29 April 2021. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.6%).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS kr11.24 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 25New 90-day high: kr346The company is up 23% from its price of kr282 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr215 per share.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr11.23 (vs kr8.56 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr7.83b (up 11% from FY 2019). Net income: kr1.17b (up 32% from FY 2019). Profit margin: 15% (up from 13% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.6%, compared to a 10% growth forecast for the Leisure industry in the United Kingdom.
Is New 90 Day High Low • Feb 08New 90-day high: kr327The company is up 22% from its price of kr268 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Leisure industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.
Is New 90 Day High Low • Jan 14New 90-day high: kr325The company is up 9.0% from its price of kr297 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Leisure industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr139 per share.