View ValuationKaufman & Broad 将来の成長Future 基準チェック /16Kaufman & Broad利益と収益がそれぞれ年間3.1%と2.9%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23.8% 3%なると予測されています。主要情報3.1%収益成長率2.97%EPS成長率Consumer Durables 収益成長13.4%収益成長率2.9%将来の株主資本利益率23.82%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Jul 13Kaufman & Broad S.A. Reaffirms Earnings Guidance for the Full Year 2025Kaufman & Broad S.A. reaffirmed earnings guidance for the full year 2025. The guidance given in January for the full 2025 financial year remains unchanged: sales should grow by around 5%. Operating profit or EBIT ratio should be between 7.5% and 8%.お知らせ • Apr 14Kaufman & Broad S.A. Maintains Earnings Guidance for the Year 2025Kaufman & Broad S.A. maintained earnings guidance for the year 2025. For the year, the company sales are expected to increase by around 5%. The Operating Margin rate or EBIT rate is expected to be between 7.5% and 8%.お知らせ • Jul 13Kaufman & Broad S.A. Provides Earnings Guidance for the Year 2023Kaufman & Broad S.A. provided earnings guidance for the year 2023. For the year, the company’s attributable net income is expected to increase by around 20%, the current operating income (COI) rate is expected to be around 8%, revenue is expected to grow by 6 to 10%.すべての更新を表示Recent updatesお知らせ • May 07Kaufman & Broad S.A. (ENXTPA:KOF) commences an Equity Buyback for 1,742,082 shares, representing 8.77% of its issued share capital, under the authorization approved on May 5, 2026.Kaufman & Broad S.A. (ENXTPA:KOF) commences a share repurchases on May 5, 2026, under the program mandated by the shareholders in the Annual General Meeting held on May 5, 2026. As per the mandate, the company is authorized to repurchase up to will repurchase up to for 1,742,082 shares, representing 8.77% of its issued share capital. The maximum purchase price should not exceed €50 per share. The purpose of the program is to acquire shares to be held and subsequently delivered in payment or exchanged as part of corporate acquisition transactions. The repurchased shares will be cancelled. The program is valid for 18 months.Reported Earnings • Apr 20First quarter 2026 earnings released: EPS: €0.60 (vs €0.58 in 1Q 2025)First quarter 2026 results: EPS: €0.60 (up from €0.58 in 1Q 2025). Revenue: €235.8m (down 5.7% from 1Q 2025). Net income: €11.8m (up 2.0% from 1Q 2025). Profit margin: 5.0% (up from 4.6% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Mar 30Kaufman & Broad S.A., Annual General Meeting, May 05, 2026Kaufman & Broad S.A., Annual General Meeting, May 05, 2026. Location: 17 quai du president paul doumer, courbevoie FranceReported Earnings • Jan 29Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.14b (up 5.5% from FY 2024). Net income: €54.2m (up 21% from FY 2024). Profit margin: 4.8% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Jan 14+ 2 more updatesKaufman & Broad S.A. to Report First Half, 2026 Results on Jul 08, 2026Kaufman & Broad S.A. announced that they will report first half, 2026 results on Jul 08, 2026Reported Earnings • Oct 03Third quarter 2025 earnings released: EPS: €0.51 (vs €0.61 in 3Q 2024)Third quarter 2025 results: EPS: €0.51 (down from €0.61 in 3Q 2024). Revenue: €245.3m (down 21% from 3Q 2024). Net income: €10.1m (down 16% from 3Q 2024). Profit margin: 4.1% (up from 3.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Oct 03Kaufman & Broad S.A. to Report Fiscal Year 2025 Results on Jan 28, 2026Kaufman & Broad S.A. announced that they will report fiscal year 2025 results After-Market on Jan 28, 2026Reported Earnings • Jul 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €249.3m (up 11% from 2Q 2024). Net income: €11.6m (up 16% from 2Q 2024). Profit margin: 4.7% (up from 4.5% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Jul 13Kaufman & Broad S.A. Reaffirms Earnings Guidance for the Full Year 2025Kaufman & Broad S.A. reaffirmed earnings guidance for the full year 2025. The guidance given in January for the full 2025 financial year remains unchanged: sales should grow by around 5%. Operating profit or EBIT ratio should be between 7.5% and 8%.Reported Earnings • Apr 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: €250.1m (up 9.7% from 1Q 2024). Net income: €11.6m (up 5.0% from 1Q 2024). Profit margin: 4.6% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Apr 14Kaufman & Broad S.A. Maintains Earnings Guidance for the Year 2025Kaufman & Broad S.A. maintained earnings guidance for the year 2025. For the year, the company sales are expected to increase by around 5%. The Operating Margin rate or EBIT rate is expected to be between 7.5% and 8%.お知らせ • Feb 01Kaufman & Broad S.A., Annual General Meeting, May 06, 2025Kaufman & Broad S.A., Annual General Meeting, May 06, 2025.お知らせ • Oct 03+ 3 more updatesKaufman & Broad S.A. to Report First Half, 2025 Results on Jul 11, 2025Kaufman & Broad S.A. announced that they will report first half, 2025 results on Jul 11, 2025New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (110% payout ratio). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €31.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.22 per share.Reported Earnings • Jul 12Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €224.5m (down 14% from 2Q 2023). Net income: €10.0m (up 44% from 2Q 2023). Profit margin: 4.5% (up from 2.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in the United Kingdom.Reported Earnings • Apr 10First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €228.0m (down 61% from 1Q 2023). Net income: €11.0m (down 65% from 1Q 2023). Profit margin: 4.8% (down from 5.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 02Kaufman & Broad S.A., Annual General Meeting, May 06, 2024Kaufman & Broad S.A., Annual General Meeting, May 06, 2024.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Director Michel Giannuzzi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 25+ 3 more updatesKaufman & Broad S.A. to Report Q1, 2024 Results on Apr 09, 2024Kaufman & Broad S.A. announced that they will report Q1, 2024 results After-Market on Apr 09, 2024Buying Opportunity • Oct 23Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be €32.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to decline by 13% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.Reported Earnings • Oct 05Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: €0.34. Revenue: €235.1m (down 25% from 3Q 2022). Net income: €6.98m (down 24% from 3Q 2022). Profit margin: 3.0% (in line with 3Q 2022). Revenue is expected to decline by 5.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 1.6%.Buying Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €34.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to decline by 16% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: €0.33 (vs €0.51 in 2Q 2022)Second quarter 2023 results: EPS: €0.33 (down from €0.51 in 2Q 2022). Revenue: €262.3m (down 11% from 2Q 2022). Net income: €6.95m (down 36% from 2Q 2022). Profit margin: 2.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 13Kaufman & Broad S.A. Provides Earnings Guidance for the Year 2023Kaufman & Broad S.A. provided earnings guidance for the year 2023. For the year, the company’s attributable net income is expected to increase by around 20%, the current operating income (COI) rate is expected to be around 8%, revenue is expected to grow by 6 to 10%.New Risk • Jul 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Dividend per share is over 6x cash flows per share. Dividend yield: 8.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Dividend per share is over 6x cash flows per share. Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future.Reported Earnings • Apr 15First quarter 2023 earnings released: EPS: €1.50 (vs €0.55 in 1Q 2022)First quarter 2023 results: EPS: €1.50 (up from €0.55 in 1Q 2022). Revenue: €586.5m (up 110% from 1Q 2022). Net income: €31.6m (up 167% from 1Q 2022). Profit margin: 5.4% (up from 4.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 31Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.31b (up 2.6% from FY 2021). Net income: €49.0m (up 12% from FY 2021). Profit margin: 3.7% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Oct 19+ 3 more updatesKaufman & Broad S.A. to Report Q1, 2023 Results on Apr 13, 2023Kaufman & Broad S.A. announced that they will report Q1, 2023 results on Apr 13, 2023Reported Earnings • Oct 04Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.44. Revenue: €311.4m (up 9.8% from 3Q 2021). Net income: €9.20m (up 2.4% from 3Q 2021). Profit margin: 3.0% (down from 3.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €18.37, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 41% over the past three years.Reported Earnings • Jul 13Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €295.4m (down 7.7% from 2Q 2021). Net income: €10.9m (flat on 2Q 2021). Profit margin: 3.7% (up from 3.4% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 12% growth forecast for the industry in the United Kingdom.Upcoming Dividend • May 25Upcoming dividend of €1.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 7.4%. Within top quartile of British dividend payers (4.8%). Higher than average of industry peers (4.2%).Reported Earnings • Apr 16First quarter 2022 earnings released: EPS: €0.58 (vs €0.54 in 1Q 2021)First quarter 2022 results: EPS: €0.58 (up from €0.54 in 1Q 2021). Revenue: €279.0m (down 2.4% from 1Q 2021). Net income: €11.8m (flat on 1Q 2021). Profit margin: 4.2% (up from 4.1% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Jan 30Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €1.28b (up 10% from FY 2020). Net income: €43.9m (up 9.3% from FY 2020). Profit margin: 3.4% (down from 3.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 20%, compared to a 5.1% growth forecast for the industry in the United Kingdom.Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS €0.42The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €283.5m (up 4.1% from 3Q 2020). Net income: €8.98m (up 5.6% from 3Q 2020). Profit margin: 3.2% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS €0.50 (vs €0.51 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €319.9m (up 273% from 2Q 2020). Net income: €10.9m (up €22.0m from 2Q 2020). Profit margin: 3.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 26Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 4.8%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (3.5%).Reported Earnings • Apr 17First quarter 2021 earnings released: EPS €0.54The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €285.9m (down 4.4% from 1Q 2020). Net income: €11.8m (down 11% from 1Q 2020). Profit margin: 4.1% (down from 4.4% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €43.43, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.95 per share.Reported Earnings • Jan 30Full year 2020 earnings released: EPS €1.85 (vs €3.55 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.16b (down 21% from FY 2019). Net income: €40.1m (down 47% from FY 2019). Profit margin: 3.5% (down from 5.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 33%, compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.Is New 90 Day High Low • Jan 08New 90-day high: €39.58The company is up 16% from its price of €34.05 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.31 per share.Is New 90 Day High Low • Dec 16New 90-day high: €38.15The company is up 12% from its price of €34.00 on 17 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.19 per share.Is New 90 Day High Low • Oct 29New 90-day low: €29.95The company is down 19% from its price of €36.95 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.75 per share.Analyst Estimate Surprise Post Earnings • Oct 08Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 2.5% at €272.4m. Revenue is forecast to grow 27% over the next year, compared to a 6.4% growth forecast for the Consumer Durables industry in the United Kingdom.Reported Earnings • Oct 08Third quarter earnings releasedOver the last 12 months the company has reported total profits of €31.6m, down 58% from the prior year. Total revenue was €1.10b over the last 12 months, down 26% from the prior year.業績と収益の成長予測LSE:0F07 - アナリストの将来予測と過去の財務データ ( )EUR 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11/30/20281,2005950N/A511/30/20271,19359-39N/A711/30/20261,1525635N/A72/28/20261,12254N/AN/AN/A11/30/20251,13654411N/A8/31/20251,12047N/AN/AN/A5/31/20251,12447241246N/A2/28/20251,09946N/AN/AN/A11/30/20241,07745282287N/A8/31/20241,02646N/AN/AN/A5/31/20241,01343217223N/A2/29/20241,05140N/AN/AN/A11/30/20231,40960369375N/A8/31/20231,51363N/AN/AN/A5/31/20231,58965328331N/A2/28/20231,62269N/AN/AN/A11/30/20221,31549820N/A8/31/20221,27844N/AN/AN/A5/31/20221,25044-49N/A2/28/20221,27544N/AN/AN/A11/30/20211,282448892N/A8/31/20211,39561N/AN/AN/A5/31/20211,38461229234N/A2/28/20211,15039N/AN/AN/A11/30/20201,1634096101N/A8/31/20201,10032N/AN/AN/A5/31/20201,15341-55-49N/A2/29/20201,44375N/AN/AN/A11/30/20191,47278N/A87N/A8/31/20191,49275N/AN/AN/A5/31/20191,48574N/A78N/A2/28/20191,55873N/AN/AN/A11/30/20181,55873N/A145N/A8/31/20181,53978N/AN/AN/A5/31/20181,54077N/A140N/A2/28/20181,43165N/AN/AN/A11/30/20171,39159N/A107N/A8/31/20171,35151N/AN/AN/A5/31/20171,29148N/A102N/A2/28/20171,29647N/AN/AN/A11/30/20161,23846N/A79N/A8/31/20161,20248N/AN/AN/A5/31/20161,17346N/A71N/A2/29/20161,08240N/A76N/A11/30/20151,06340N/A88N/A8/31/20151,12539N/AN/AN/A5/31/20151,12239N/A111N/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: 0F07の予測収益成長率 (年間3.1% ) は 貯蓄率 ( 3.4% ) を下回っています。収益対市場: 0F07の収益 ( 3.1% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0F07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: 0F07の収益 ( 2.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: 0F07の収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0F07の 自己資本利益率 は、3年後には高くなると予測されています ( 23.8 %)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2026/05/24 01:31終値2026/05/22 00:00収益2026/02/28年間収益2025/11/30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Kaufman & Broad S.A. 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。13 アナリスト機関Marie-Line FortBernsteinLaurent GelebartBNP ParibasEbrahim HomaniCIC Market Solutions (ESN)10 その他のアナリストを表示
お知らせ • Jul 13Kaufman & Broad S.A. Reaffirms Earnings Guidance for the Full Year 2025Kaufman & Broad S.A. reaffirmed earnings guidance for the full year 2025. The guidance given in January for the full 2025 financial year remains unchanged: sales should grow by around 5%. Operating profit or EBIT ratio should be between 7.5% and 8%.
お知らせ • Apr 14Kaufman & Broad S.A. Maintains Earnings Guidance for the Year 2025Kaufman & Broad S.A. maintained earnings guidance for the year 2025. For the year, the company sales are expected to increase by around 5%. The Operating Margin rate or EBIT rate is expected to be between 7.5% and 8%.
お知らせ • Jul 13Kaufman & Broad S.A. Provides Earnings Guidance for the Year 2023Kaufman & Broad S.A. provided earnings guidance for the year 2023. For the year, the company’s attributable net income is expected to increase by around 20%, the current operating income (COI) rate is expected to be around 8%, revenue is expected to grow by 6 to 10%.
お知らせ • May 07Kaufman & Broad S.A. (ENXTPA:KOF) commences an Equity Buyback for 1,742,082 shares, representing 8.77% of its issued share capital, under the authorization approved on May 5, 2026.Kaufman & Broad S.A. (ENXTPA:KOF) commences a share repurchases on May 5, 2026, under the program mandated by the shareholders in the Annual General Meeting held on May 5, 2026. As per the mandate, the company is authorized to repurchase up to will repurchase up to for 1,742,082 shares, representing 8.77% of its issued share capital. The maximum purchase price should not exceed €50 per share. The purpose of the program is to acquire shares to be held and subsequently delivered in payment or exchanged as part of corporate acquisition transactions. The repurchased shares will be cancelled. The program is valid for 18 months.
Reported Earnings • Apr 20First quarter 2026 earnings released: EPS: €0.60 (vs €0.58 in 1Q 2025)First quarter 2026 results: EPS: €0.60 (up from €0.58 in 1Q 2025). Revenue: €235.8m (down 5.7% from 1Q 2025). Net income: €11.8m (up 2.0% from 1Q 2025). Profit margin: 5.0% (up from 4.6% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Mar 30Kaufman & Broad S.A., Annual General Meeting, May 05, 2026Kaufman & Broad S.A., Annual General Meeting, May 05, 2026. Location: 17 quai du president paul doumer, courbevoie France
Reported Earnings • Jan 29Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.14b (up 5.5% from FY 2024). Net income: €54.2m (up 21% from FY 2024). Profit margin: 4.8% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Jan 14+ 2 more updatesKaufman & Broad S.A. to Report First Half, 2026 Results on Jul 08, 2026Kaufman & Broad S.A. announced that they will report first half, 2026 results on Jul 08, 2026
Reported Earnings • Oct 03Third quarter 2025 earnings released: EPS: €0.51 (vs €0.61 in 3Q 2024)Third quarter 2025 results: EPS: €0.51 (down from €0.61 in 3Q 2024). Revenue: €245.3m (down 21% from 3Q 2024). Net income: €10.1m (down 16% from 3Q 2024). Profit margin: 4.1% (up from 3.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Oct 03Kaufman & Broad S.A. to Report Fiscal Year 2025 Results on Jan 28, 2026Kaufman & Broad S.A. announced that they will report fiscal year 2025 results After-Market on Jan 28, 2026
Reported Earnings • Jul 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €249.3m (up 11% from 2Q 2024). Net income: €11.6m (up 16% from 2Q 2024). Profit margin: 4.7% (up from 4.5% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Jul 13Kaufman & Broad S.A. Reaffirms Earnings Guidance for the Full Year 2025Kaufman & Broad S.A. reaffirmed earnings guidance for the full year 2025. The guidance given in January for the full 2025 financial year remains unchanged: sales should grow by around 5%. Operating profit or EBIT ratio should be between 7.5% and 8%.
Reported Earnings • Apr 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: €250.1m (up 9.7% from 1Q 2024). Net income: €11.6m (up 5.0% from 1Q 2024). Profit margin: 4.6% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Apr 14Kaufman & Broad S.A. Maintains Earnings Guidance for the Year 2025Kaufman & Broad S.A. maintained earnings guidance for the year 2025. For the year, the company sales are expected to increase by around 5%. The Operating Margin rate or EBIT rate is expected to be between 7.5% and 8%.
お知らせ • Feb 01Kaufman & Broad S.A., Annual General Meeting, May 06, 2025Kaufman & Broad S.A., Annual General Meeting, May 06, 2025.
お知らせ • Oct 03+ 3 more updatesKaufman & Broad S.A. to Report First Half, 2025 Results on Jul 11, 2025Kaufman & Broad S.A. announced that they will report first half, 2025 results on Jul 11, 2025
New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (110% payout ratio). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €31.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.22 per share.
Reported Earnings • Jul 12Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €224.5m (down 14% from 2Q 2023). Net income: €10.0m (up 44% from 2Q 2023). Profit margin: 4.5% (up from 2.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in the United Kingdom.
Reported Earnings • Apr 10First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €228.0m (down 61% from 1Q 2023). Net income: €11.0m (down 65% from 1Q 2023). Profit margin: 4.8% (down from 5.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 02Kaufman & Broad S.A., Annual General Meeting, May 06, 2024Kaufman & Broad S.A., Annual General Meeting, May 06, 2024.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Director Michel Giannuzzi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 25+ 3 more updatesKaufman & Broad S.A. to Report Q1, 2024 Results on Apr 09, 2024Kaufman & Broad S.A. announced that they will report Q1, 2024 results After-Market on Apr 09, 2024
Buying Opportunity • Oct 23Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be €32.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to decline by 13% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.
Reported Earnings • Oct 05Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: €0.34. Revenue: €235.1m (down 25% from 3Q 2022). Net income: €6.98m (down 24% from 3Q 2022). Profit margin: 3.0% (in line with 3Q 2022). Revenue is expected to decline by 5.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 1.6%.
Buying Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €34.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to decline by 16% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.
Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: €0.33 (vs €0.51 in 2Q 2022)Second quarter 2023 results: EPS: €0.33 (down from €0.51 in 2Q 2022). Revenue: €262.3m (down 11% from 2Q 2022). Net income: €6.95m (down 36% from 2Q 2022). Profit margin: 2.6% (down from 3.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 4.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 13Kaufman & Broad S.A. Provides Earnings Guidance for the Year 2023Kaufman & Broad S.A. provided earnings guidance for the year 2023. For the year, the company’s attributable net income is expected to increase by around 20%, the current operating income (COI) rate is expected to be around 8%, revenue is expected to grow by 6 to 10%.
New Risk • Jul 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Dividend per share is over 6x cash flows per share. Dividend yield: 8.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Dividend per share is over 6x cash flows per share. Earnings are forecast to decline by an average of 6.2% per year for the foreseeable future.
Reported Earnings • Apr 15First quarter 2023 earnings released: EPS: €1.50 (vs €0.55 in 1Q 2022)First quarter 2023 results: EPS: €1.50 (up from €0.55 in 1Q 2022). Revenue: €586.5m (up 110% from 1Q 2022). Net income: €31.6m (up 167% from 1Q 2022). Profit margin: 5.4% (up from 4.2% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 31Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.31b (up 2.6% from FY 2021). Net income: €49.0m (up 12% from FY 2021). Profit margin: 3.7% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Oct 19+ 3 more updatesKaufman & Broad S.A. to Report Q1, 2023 Results on Apr 13, 2023Kaufman & Broad S.A. announced that they will report Q1, 2023 results on Apr 13, 2023
Reported Earnings • Oct 04Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.44. Revenue: €311.4m (up 9.8% from 3Q 2021). Net income: €9.20m (up 2.4% from 3Q 2021). Profit margin: 3.0% (down from 3.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €18.37, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 41% over the past three years.
Reported Earnings • Jul 13Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €295.4m (down 7.7% from 2Q 2021). Net income: €10.9m (flat on 2Q 2021). Profit margin: 3.7% (up from 3.4% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 12% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • May 25Upcoming dividend of €1.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 7.4%. Within top quartile of British dividend payers (4.8%). Higher than average of industry peers (4.2%).
Reported Earnings • Apr 16First quarter 2022 earnings released: EPS: €0.58 (vs €0.54 in 1Q 2021)First quarter 2022 results: EPS: €0.58 (up from €0.54 in 1Q 2021). Revenue: €279.0m (down 2.4% from 1Q 2021). Net income: €11.8m (flat on 1Q 2021). Profit margin: 4.2% (up from 4.1% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jan 30Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €1.28b (up 10% from FY 2020). Net income: €43.9m (up 9.3% from FY 2020). Profit margin: 3.4% (down from 3.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 20%, compared to a 5.1% growth forecast for the industry in the United Kingdom.
Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS €0.42The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €283.5m (up 4.1% from 3Q 2020). Net income: €8.98m (up 5.6% from 3Q 2020). Profit margin: 3.2% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS €0.50 (vs €0.51 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €319.9m (up 273% from 2Q 2020). Net income: €10.9m (up €22.0m from 2Q 2020). Profit margin: 3.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 26Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 4.8%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (3.5%).
Reported Earnings • Apr 17First quarter 2021 earnings released: EPS €0.54The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €285.9m (down 4.4% from 1Q 2020). Net income: €11.8m (down 11% from 1Q 2020). Profit margin: 4.1% (down from 4.4% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €43.43, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.95 per share.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS €1.85 (vs €3.55 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.16b (down 21% from FY 2019). Net income: €40.1m (down 47% from FY 2019). Profit margin: 3.5% (down from 5.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 33%, compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.
Is New 90 Day High Low • Jan 08New 90-day high: €39.58The company is up 16% from its price of €34.05 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.31 per share.
Is New 90 Day High Low • Dec 16New 90-day high: €38.15The company is up 12% from its price of €34.00 on 17 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.19 per share.
Is New 90 Day High Low • Oct 29New 90-day low: €29.95The company is down 19% from its price of €36.95 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.75 per share.
Analyst Estimate Surprise Post Earnings • Oct 08Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 2.5% at €272.4m. Revenue is forecast to grow 27% over the next year, compared to a 6.4% growth forecast for the Consumer Durables industry in the United Kingdom.
Reported Earnings • Oct 08Third quarter earnings releasedOver the last 12 months the company has reported total profits of €31.6m, down 58% from the prior year. Total revenue was €1.10b over the last 12 months, down 26% from the prior year.