Leifheit（0F2Z）株式概要ライフト・アクチェンゲゼルシャフトは子会社とともに、ドイツ、中・東欧、および国際的に家庭用製品の開発・販売を行っている。 詳細0F2Z 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3/6過去の実績0/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より12.6%で取引されている 収益は年間71.61%増加すると予測されています アナリストらは、株価が45.7%上昇するだろうとほぼ一致している。 リスク分析9.23%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る0F2Z Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,857 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,857 investors already sharing narrativesYour Fair Value€Current Price€13.0022.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0297m2016201920222025202620282031Revenue €269.4mEarnings €3.4mAdvancedSet Fair ValueView all narrativesLeifheit Aktiengesellschaft 競合他社IG Design GroupSymbol: AIM:IGRMarket cap: UK£89.7mChurchill ChinaSymbol: AIM:CHHMarket cap: UK£43.4mSpringfield PropertiesSymbol: AIM:SPRMarket cap: UK£129.0mColefax GroupSymbol: AIM:CFXMarket cap: UK£74.9m価格と性能株価の高値、安値、推移の概要Leifheit過去の株価現在の株価€13.0052週高値€17.9052週安値€12.90ベータ0.921ヶ月の変化-3.70%3ヶ月変化-22.39%1年変化-12.16%3年間の変化-32.47%5年間の変化-67.42%IPOからの変化11.59%最新ニュースReported Earnings • Aug 07Second quarter 2026 earnings released: €0.01 loss per share (vs €0.11 loss in 2Q 2025)Second quarter 2026 results: €0.01 loss per share (improved from €0.11 loss in 2Q 2025). Revenue: €55.0m (down 7.8% from 2Q 2025). Net loss: €85.0k (loss narrowed 92% from 2Q 2025). Revenue is forecast to grow 3.6% 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 increased by 8% 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 • Jul 14Leifheit AG Revises Earnings Guidance for the Fiscal Year 2026Leifheit AG revised earnings guidance for the fiscal year 2026. Against the backdrop of a declining market and the resulting business development in the first half of the year, the Board of Management adjusts its turnover forecast for the full year 2026. Group turnover is now expected to be slightly below the previous year’s figure (EUR 236.2 million)., a Group EBIT of EUR 0 million is now expected for the full year 2026. Previously, EBIT was forecasted to be at the previous year’s level (EUR 10.0 million).お知らせ • Jun 05Leifheit Aktiengesellschaft Elects Stefan Bertram and Dr Hans-Jürgen Braun to the Supervisory BoardLeifheit AG successfully held its 2026 Annual General Meeting on 3 June 2026. The Annual General Meeting elected two new members to the Supervisory Board of Leifheit AG: Stefan Bertram and Dr Hans-Jürgen Braun. Stefan Bertram is Managing Director at Alantra EQMC in Madrid and has many years of international professional experience as a European small- and mid-cap investor. Dr Hans-Jürgen Braun is a member of the Kromberg & Schubert Management Team GmbH in Abensberg and has in-depth expertise in production technology, global production and logistics networks and transformation programs. Stefan De Loecker was elected Chairman of the Supervisory Board, and Rüdiger Böhle was elected Deputy Chair as well as Chair of the Audit Committee in May 2026.Upcoming Dividend • May 28Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.9%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (5.3%).New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 238% Dividend per share is over 6x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • May 07First quarter 2026 earnings released: €0.25 loss per share (vs €0.22 profit in 1Q 2025)First quarter 2026 results: €0.25 loss per share (down from €0.22 profit in 1Q 2025). Revenue: €61.2m (down 4.0% from 1Q 2025). Net loss: €2.30m (down 214% from profit in 1Q 2025). Revenue is forecast to grow 4.5% 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 increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • Aug 07Second quarter 2026 earnings released: €0.01 loss per share (vs €0.11 loss in 2Q 2025)Second quarter 2026 results: €0.01 loss per share (improved from €0.11 loss in 2Q 2025). Revenue: €55.0m (down 7.8% from 2Q 2025). Net loss: €85.0k (loss narrowed 92% from 2Q 2025). Revenue is forecast to grow 3.6% 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 increased by 8% 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 • Jul 14Leifheit AG Revises Earnings Guidance for the Fiscal Year 2026Leifheit AG revised earnings guidance for the fiscal year 2026. Against the backdrop of a declining market and the resulting business development in the first half of the year, the Board of Management adjusts its turnover forecast for the full year 2026. Group turnover is now expected to be slightly below the previous year’s figure (EUR 236.2 million)., a Group EBIT of EUR 0 million is now expected for the full year 2026. Previously, EBIT was forecasted to be at the previous year’s level (EUR 10.0 million).お知らせ • Jun 05Leifheit Aktiengesellschaft Elects Stefan Bertram and Dr Hans-Jürgen Braun to the Supervisory BoardLeifheit AG successfully held its 2026 Annual General Meeting on 3 June 2026. The Annual General Meeting elected two new members to the Supervisory Board of Leifheit AG: Stefan Bertram and Dr Hans-Jürgen Braun. Stefan Bertram is Managing Director at Alantra EQMC in Madrid and has many years of international professional experience as a European small- and mid-cap investor. Dr Hans-Jürgen Braun is a member of the Kromberg & Schubert Management Team GmbH in Abensberg and has in-depth expertise in production technology, global production and logistics networks and transformation programs. Stefan De Loecker was elected Chairman of the Supervisory Board, and Rüdiger Böhle was elected Deputy Chair as well as Chair of the Audit Committee in May 2026.Upcoming Dividend • May 28Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.9%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (5.3%).New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 238% Dividend per share is over 6x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • May 07First quarter 2026 earnings released: €0.25 loss per share (vs €0.22 profit in 1Q 2025)First quarter 2026 results: €0.25 loss per share (down from €0.22 profit in 1Q 2025). Revenue: €61.2m (down 4.0% from 1Q 2025). Net loss: €2.30m (down 214% from profit in 1Q 2025). Revenue is forecast to grow 4.5% 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 increased by 26% 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 • Apr 23Leifheit Aktiengesellschaft, Annual General Meeting, Jun 03, 2026Leifheit Aktiengesellschaft, Annual General Meeting, Jun 03, 2026, at 11:00 W. Europe Standard Time.Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.68 (vs €0.85 in FY 2024)Full year 2025 results: EPS: €0.68 (down from €0.85 in FY 2024). Revenue: €232.6m (down 10% from FY 2024). Net income: €6.24m (down 22% from FY 2024). Profit margin: 2.7% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Mar 31Leifheit Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Leifheit Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026Declared Dividend • Mar 27Dividend of €1.20 announcedShareholders will receive a dividend of €1.20. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 8.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (241% earnings payout ratio) nor is it covered by cash flows (362% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 167% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 25+ 1 more updateLeifheit Aktiengesellschaft announces Annual dividend, payable on June 08, 2026Leifheit Aktiengesellschaft announced Annual dividend of EUR 0.5000 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.お知らせ • Jan 30+ 1 more updateLeifheit Aktiengesellschaft to Report Q2, 2026 Results on Aug 06, 2026Leifheit Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 06, 2026お知らせ • Jan 06Leifheit Aktiengesellschaft Announces the Resignation of Günter Blaschke, as A Member and Chairman of the Supervisory Board, Effective April 30, 2026Leifheit Aktiengesellschaft announced that the long-standing Chairman of the Supervisory Board, Dr. Günter Blaschke, informed the Management Board of Leifheit Aktiengesellschaft on January 5, 2026, that he is stepping down as a member and Chairman of the Supervisory Board for personal reasons with effect from end of April 30, 2026. The Supervisory Board will consider the succession of Dr. Blaschke and is confident that it will be able to propose a candidate for the election of the then vacant sixth member of the Supervisory Board at the Annual General Meeting on June 3, 2026.New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.9% Last year net profit margin: 2.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 241% Cash payout ratio: 362% Minor Risk Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: €0.24 (vs €0.22 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (up from €0.22 in 3Q 2024). Revenue: €55.6m (down 16% from 3Q 2024). Net income: €2.22m (up 3.9% from 3Q 2024). Profit margin: 4.0% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 08Second quarter 2025 earnings released: €0.11 loss per share (vs €0.27 profit in 2Q 2024)Second quarter 2025 results: €0.11 loss per share (down from €0.27 profit in 2Q 2024). Revenue: €59.7m (down 14% from 2Q 2024). Net loss: €1.02m (down 140% from profit in 2Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 20+ 1 more updateLeifheit Aktiengesellschaft Provides Earnings Guidance for Second Quarter and the First Half of 2025Leifheit Aktiengesellschaft provided earnings guidance for second quarter and the first half of 2025. Earnings before interest and taxes (EBIT) in the second quarter and in the first half of the year will therefore be significantly below the previous year’s figure.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €16.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.16 per share.お知らせ • Jun 05Leifheit Aktiengesellschaft Launches the Superduster for Dusting Surfaces and FloorsLeifheit AG has launched the SUPERDUSTER for dusting surfaces and floors. With this new product, the company is entering the dust market segment and consistently pressing ahead with the expansion of its innovation pipeline as part of its corporate strategy. With an estimated market volume of over EUR 200 million in Europe alone, the dust segment constitutes a very attractive market for Leifheit within the strategic core category of mechanical cleaning. A survey conducted by Leifheit also emphasises its economic importance: 73% of households surveyed dust at least once a week. This revealed growing environmental awareness among consumers and a clear trend towards reusable products for household cleaning. By launching the SUPERDUSTER, Leifheit is showcasing three key strengths: high cleaning performance, versatile application options and a sustainable concept. The SUPERDUSTER features a distinctive handle made from 96% recycled plastic. The easily removable and machine-washable microfibre covers also contribute to resource-efficient dusting. Consumers are impressed, too: over 90% of users would recommend the SUPERDUSTER to other people, as shown by a survey conducted by Leifheit together with the ipi Institute. The new SUPERDUSTER-ass assortment from the Leifheit brand features three versions to meet different consumer needs: as a handy standard version for smaller areas or narrow spaces, in an XL version for higher places or larger areas, and as a floor version for dry cleaning floors. Thanks to its compatibility with the Leifheit Click system, it is an ideal addition to the existing Leifheit product range.お知らせ • May 30+ 1 more updateLeifheit Aktiengesellschaft Approves the Special DividendLeifheit Aktiengesellschaft successfully held its 2025 Annual General Meeting on 28 May 2025. The company approved the special dividend of EUR 0.05 per dividend-entitled share.Upcoming Dividend • May 22Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 02 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.9%).Buy Or Sell Opportunity • May 08Now 24% undervaluedOver the last 90 days, the stock has risen 25% to €20.30. The fair value is estimated to be €26.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.New Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 137% Cash payout ratio: 195% Dividend yield: 5.9% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €20.70. The fair value is estimated to be €16.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Apr 16Leifheit Aktiengesellschaft, Annual General Meeting, May 28, 2025Leifheit Aktiengesellschaft, Annual General Meeting, May 28, 2025, at 11:00 W. Europe Standard Time.Reported Earnings • Apr 11Full year 2024 earnings released: EPS: €0.85 (vs €0.34 in FY 2023)Full year 2024 results: EPS: €0.85 (up from €0.34 in FY 2023). Revenue: €259.2m (flat on FY 2023). Net income: €8.04m (up 151% from FY 2023). Profit margin: 3.1% (up from 1.2% in FY 2023). Revenue is forecast to grow 4.4% 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. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Apr 11Leifheit Aktiengesellschaft Provides Earnings Guidance for the Year 2025Leifheit Aktiengesellschaft provided earnings guidance for the year 2025. for the year, the company foresee growth for group of approximately 2% to 4% and group EBIT in the range of EUR 15 million to EUR 17 million.Buy Or Sell Opportunity • Apr 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €17.50. The fair value is estimated to be €21.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 52%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Declared Dividend • Mar 31Dividend of €1.20 announcedShareholders will receive a dividend of €1.20. Ex-date: 29th May 2025 Payment date: 2nd June 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is covered by cash flows (68% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 27Leifheit AG Proposes Special DividendThe Board of Management and the Supervisory Board of Leifheit AG will also propose paying a special dividend amounting to EUR 0.05 per eligible no-par-value bearer share (previous year: EUR 0.10 per eligible no-par-value bearer share).お知らせ • Mar 26Leifheit Aktiengesellschaft announces Annual dividend, payable on June 02, 2025Leifheit Aktiengesellschaft announced Annual dividend of EUR 1.1500 per share payable on June 02, 2025, ex-date on May 29, 2025 and record date on May 30, 2025.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €0.22 (vs €0 in 3Q 2023)Third quarter 2024 results: EPS: €0.22 (up from €0 in 3Q 2023). Revenue: €65.8m (up 6.3% from 3Q 2023). Net income: €2.14m (up €2.14m from 3Q 2023). Profit margin: 3.3% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Nov 13+ 2 more updatesLeifheit Aktiengesellschaft to Report First Half, 2025 Results on Aug 07, 2025Leifheit Aktiengesellschaft announced that they will report first half, 2025 results on Aug 07, 2025Buy Or Sell Opportunity • Nov 06Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.80. The fair value is estimated to be €19.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.27 (vs €0.15 in 2Q 2023)Second quarter 2024 results: EPS: €0.27 (up from €0.15 in 2Q 2023). Revenue: €69.1m (up 1.9% from 2Q 2023). Net income: €2.52m (up 83% from 2Q 2023). Profit margin: 3.7% (up from 2.0% in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.お知らせ • May 24Leifheit Aktiengesellschaft (XTRA:LEI) commences an Equity Buyback, under the authorization approved on September 30, 2020.Leifheit Aktiengesellschaft (XTRA:LEI) commences share repurchases on May 15, 2024, under the program mandated by the shareholders in the Annual General Meeting held on September 30, 2020. As per the mandate, the company is authorized to repurchase up to 10% of the share capital existing at the time of the resolution or, if this value is lower, of the company's share capital existing at the time the authorization is exercised. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The purchase price per share may not exceed the mean closing price of shares in Xetra trading on the Frankfurt Stock Exchange over the three trading days prior to entering into the purchase obligation by more than 10% and may not fall below this value by more than 10%. The repurchased shares may be sold on the stock exchange; or sold on the basis of an offer addressed to all shareholders while preserving the subscription rights; or may be transferred to third parties in the context of the acquisition of companies, parts of companies or shareholdings in companies or other assets and in the context of corporate mergers; or may be issued to employees of the company or to employees of a company affiliated with the company; or used to effect a scrip dividend; or can be redeemed without any further resolution of the Annual General Meeting. The authority shall expire on September 29, 2025. On May 2, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to €8.5 million worth of its shares. The purpose of the program is to enable shareholders to benefit not only from dividends but also from the company’s solid liquidity. The program has been approved by the Supervisory Board. The repurchases will commence on May 15, 2024, and the program will be valid till December 11, 2024.Declared Dividend • May 13Dividend increased to €1.05Dividend of €1.05 is 50% higher than last year. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 6.2%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (218% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 1.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 142% to bring the payout ratio under control. EPS is expected to grow by 86% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €0.34 (vs €0.13 in FY 2022)Full year 2023 results: EPS: €0.34 (up from €0.13 in FY 2022). Revenue: €258.3m (up 2.7% from FY 2022). Net income: €3.20m (up 165% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.Declared Dividend • Mar 29Dividend increased to €1.05Dividend of €1.05 is 50% higher than last year. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 7.2%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (395% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 339% to bring the payout ratio under control. EPS is expected to grow by 162% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €0.34 (vs €0.13 in FY 2022)Full year 2023 results: EPS: €0.34 (up from €0.13 in FY 2022). Revenue: €258.3m (up 2.7% from FY 2022). Net income: €3.20m (up 165% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.お知らせ • Nov 17+ 4 more updatesLeifheit Aktiengesellschaft to Report Q3, 2024 Results on Nov 12, 2024Leifheit Aktiengesellschaft announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: €0 (vs €0.094 in 3Q 2022)Third quarter 2023 results: EPS: €0 (down from €0.094 in 3Q 2022). Revenue: €61.9m (up 8.6% from 3Q 2022). Net income: €1.0k (down 100% from 3Q 2022). Profit margin: 0% (down from 1.5% in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • Oct 18Leifheit Aktiengesellschaft Announces Board ChangesThe Supervisory Board of Leifheit Aktiengesellschaft appointed Mr. Alexander Reindler (54) as Chairman of the company’s Board of Management as of December 1st 2023. He takes over the role from Mr. Stefan De Loecker, who stepped in on an interim basis starting August 2023, and who resumes his position as Deputy Chairman of the Supervisory Board of Leifheit AG after the entry of Mr. Alexander Reindler. As the Chairman of the Board and Chief Executive Officer (CEO) he will be responsible for Marketing, Sales, Human Resources/Legal & IP and for the private label business of Herby and Birambeau. The Management Board furthermore consists of Mr. Marco Keul as Chief Financial Officer (CFO) and Mr. Igor Iraeta Munduate as Chief Operating Officer (COO). Mr. Alexander Reindler spent his professional life in the consumer goods industry at Beiersdorf AG. He brings more than 25 years of international experience in leading positions in marketing, sales and management along. He has worked in Germany, Russia, Latin America and Africa, among other countries. Most recently, Mr. Alexander Reindler has been responsible for the global Health Care Business (Hansaplast, Elastoplast, Curitas) at Beiersdorf AG since 2019. Under his leadership, a unique turnaround was achieved from a stagnating business into a growth engine for the company with expansion of market positions and high profitability. In the process the business unit developed into a pioneer of modern employee management and high employee motivation. Mr. Alexander Reindler is married and has two children.お知らせ • Oct 15Leifheit Aktiengesellschaft Revises Group Earnings Guidance for the Full Year 2023Leifheit Aktiengesellschaft revised group earnings guidance for the full year 2023. Based on the preliminary business figures for the first nine months of 2023, the Management Board of the company has reassessed the expectations for the financial year 2023. Despite the persistently challenging market conditions, the Management Board now expects a slight year-on-year growth of Group turnover for the financial year 2023 (2022: EUR 251.5 million). Previously, a slight decrease of Group turnover had been expected. After previously forecasting Group earnings before interest and taxes (EBIT) in the low single-digit million-euro range for financial year 2023, the Management Board now assumes EBIT in the mid single-digit million-euro range (2022: EUR 2.8 million).お知らせ • Oct 14Leifheit Aktiengesellschaft to Report Q3, 2023 Results on Nov 15, 2023Leifheit Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 15, 2023Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.15 (vs €0.06 loss in 2Q 2022)Second quarter 2023 results: EPS: €0.15 (up from €0.06 loss in 2Q 2022). Revenue: €67.8m (up 5.1% from 2Q 2022). Net income: €1.38m (up €1.95m from 2Q 2022). Profit margin: 2.0% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.2% 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.お知らせ • Aug 10Leifheit Aktiengesellschaft Provides Group Earnings Guidance for the Financial Year 2023Leifheit Aktiengesellschaft provided group earnings guidance for the financial year 2023. For the year, the company expects a slight year-on-year decline in Group turnover. Positive earnings before interest and taxes (EBIT) for the Group in the low single-digit million-euro range.お知らせ • Jul 22Leifheit AG Provides Earnings Guidance for the Second Quarter and First Half of 2023Leifheit AG provided earnings guidance for the second quarter and first half of 2023. The company expected group earnings before interest and taxes (EBIT) in the second quarter of 2023 of EUR 2.4 million (second quarter of 2022: negative EUR 0.5 million).In the first half of business year 2023 EBIT therefore reached EUR 4.8 million, an increase of 123 % compared to the previous year's figure (first half of 2022: EUR 2.1 million).Upcoming Dividend • Jun 01Upcoming dividend of €0.70 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 12 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (5.6%).Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.13 (vs €0.19 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.19 in 1Q 2022). Revenue: €70.3m (down 2.1% from 1Q 2022). Net income: €1.26m (down 32% from 1Q 2022). Profit margin: 1.8% (down from 2.6% in 1Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: €0.13 (vs €1.49 in FY 2021)Full year 2022 results: EPS: €0.13 (down from €1.49 in FY 2021). Revenue: €251.5m (down 13% from FY 2021). Net income: €1.21m (down 92% from FY 2021). Profit margin: 0.5% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 8.6% over the past three years.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.10 (vs €0.21 in 3Q 2021)Third quarter 2022 results: EPS: €0.10 (down from €0.21 in 3Q 2021). Revenue: €57.0m (down 18% from 3Q 2021). Net income: €878.0k (down 56% from 3Q 2021). Profit margin: 1.5% (down from 2.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% 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.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €16.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 53% over the past year.Reported Earnings • Aug 10Second quarter 2022 earnings released: €0.06 loss per share (vs €0.39 profit in 2Q 2021)Second quarter 2022 results: €0.06 loss per share (down from €0.39 profit in 2Q 2021). Revenue: €64.5m (down 8.0% from 2Q 2021). Net loss: €566.0k (down 115% from profit in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 30 May 2022. Payout ratio is on the higher end at 98%, and the cash payout ratio is above 100%. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.8%). Lower than average of industry peers (7.5%).Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.19 (vs €0.61 in 1Q 2021)First quarter 2022 results: EPS: €0.19 (down from €0.61 in 1Q 2021). Revenue: €71.8m (down 17% from 1Q 2021). Net income: €1.85m (down 68% from 1Q 2021). Profit margin: 2.6% (down from 6.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 3.1%, compared to a 10% growth forecast for the industry in the United Kingdom.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.49 (vs €1.32 in FY 2020)Full year 2021 results: EPS: €1.49 (up from €1.32 in FY 2020). Revenue: €288.3m (up 6.2% from FY 2020). Net income: €14.2m (up 13% from FY 2020). Profit margin: 4.9% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 10% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.21 (vs €0.48 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €69.7m (down 2.7% from 3Q 2020). Net income: €1.98m (down 56% from 3Q 2020). Profit margin: 2.8% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS €0.39 (vs €0.33 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €70.1m (up 14% from 2Q 2020). Net income: €3.73m (up 20% from 2Q 2020). Profit margin: 5.3% (up from 5.1% in 2Q 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 31% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 27Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 07 June 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (3.5%).Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €271.6m (up 16% from FY 2019). Net income: €12.5m (up 115% from FY 2019). Profit margin: 4.6% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 23New 90-day high: €45.25The company is up 14% from its price of €39.60 on 24 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 Consumer Durables industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.80 per share.Is New 90 Day High Low • Jan 05New 90-day high: €44.40The company is up 39% from its price of €31.90 on 07 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.63 per share.Is New 90 Day High Low • Dec 15New 90-day high: €40.30The company is up 26% from its price of €31.90 on 10 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.27 per share.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to €38.70, the stock is trading at a trailing P/E ratio of 30x, up from the previous P/E ratio of 25.7x. This compares to an average P/E of 17x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders over the past three years are 59%.Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 6.0%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €71.6m (up 28% from 3Q 2019). Net income: €4.53m (up 272% from 3Q 2019). Profit margin: 6.3% (up from 2.2% in 3Q 2019). 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 increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 24Upcoming Dividend of €0.55 Per ShareWill be paid on the 5th of October to those who are registered shareholders by the 1st of October. The trailing yield of 3.1% is below the top quartile of British dividend payers (5.3%), and is lower than industry peers (3.9%).株主還元0F2ZGB Consumer DurablesGB 市場7D0%1.2%-1.3%1Y-12.2%-23.7%17.6%株主還元を見る業界別リターン: 0F2Z過去 1 年間で-23.7 % の収益を上げたUK Consumer Durables業界を上回りました。リターン対市場: 0F2Zは、過去 1 年間で17.6 % のリターンを上げたUK市場を下回りました。価格変動Is 0F2Z's price volatile compared to industry and market?0F2Z volatility0F2Z Average Weekly Movement4.2%Consumer Durables Industry Average Movement5.1%Market Average Movement5.0%10% most volatile stocks in GB Market10.3%10% least volatile stocks in GB Market2.6%安定した株価: 0F2Z 、 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: 0F2Zの 週次ボラティリティ ( 4% ) 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1959959Alexander Reindlerwww.leifheit-group.comライフハイト・アクチェンゲゼルシャフトは子会社とともに、ドイツ、中・東欧、および海外で家庭用品の開発・販売を行っている。同社は3つのセグメントで事業を展開している：ハウスホールド事業、ウェルビーイング事業、プライベートブランド事業である。ハウスホールド部門は、Leifheitブランドのもと、クリーニング、ランドリーケア、キッチン用品を提供している。ウェルビーイング部門は、Soehnleブランドで様々なパーソナル、キッチンスケール、ルームエアトリートメント製品を提供している。プライベートブランド部門は、BirambeauとHerbyブランドでキッチン用品とランドリーケア用品を開発・製造している。店舗とオンラインショップで商品を提供している。Leifheit Aktiengesellschaftは1959年に設立され、ドイツのナッサウに本社を置いている。もっと見るLeifheit Aktiengesellschaft 基礎のまとめLeifheit の収益と売上を時価総額と比較するとどうか。0F2Z 基礎統計学時価総額€118.74m収益（TTM）€2.85m売上高(TTM)€225.42m41.6xPER（株価収益率0.5xP/Sレシオ0F2Z 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0F2Z 損益計算書（TTM）収益€225.42m売上原価€123.02m売上総利益€102.40mその他の費用€99.54m収益€2.85m直近の収益報告Jun 30, 2026次回決算日Nov 05, 2026一株当たり利益（EPS）0.31グロス・マージン45.43%純利益率1.27%有利子負債／自己資本比率0%0F2Z 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9.2%現在の配当利回り161%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 15:09終値2026/08/14 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Leifheit Aktiengesellschaft 3 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。6 アナリスト機関Anna PatriceBerenbergLeon Muhlenbruchmwb research AGKlaus BreitenbachODDO BHF Corporate & Markets3 その他のアナリストを表示
Reported Earnings • Aug 07Second quarter 2026 earnings released: €0.01 loss per share (vs €0.11 loss in 2Q 2025)Second quarter 2026 results: €0.01 loss per share (improved from €0.11 loss in 2Q 2025). Revenue: €55.0m (down 7.8% from 2Q 2025). Net loss: €85.0k (loss narrowed 92% from 2Q 2025). Revenue is forecast to grow 3.6% 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 increased by 8% 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 • Jul 14Leifheit AG Revises Earnings Guidance for the Fiscal Year 2026Leifheit AG revised earnings guidance for the fiscal year 2026. Against the backdrop of a declining market and the resulting business development in the first half of the year, the Board of Management adjusts its turnover forecast for the full year 2026. Group turnover is now expected to be slightly below the previous year’s figure (EUR 236.2 million)., a Group EBIT of EUR 0 million is now expected for the full year 2026. Previously, EBIT was forecasted to be at the previous year’s level (EUR 10.0 million).
お知らせ • Jun 05Leifheit Aktiengesellschaft Elects Stefan Bertram and Dr Hans-Jürgen Braun to the Supervisory BoardLeifheit AG successfully held its 2026 Annual General Meeting on 3 June 2026. The Annual General Meeting elected two new members to the Supervisory Board of Leifheit AG: Stefan Bertram and Dr Hans-Jürgen Braun. Stefan Bertram is Managing Director at Alantra EQMC in Madrid and has many years of international professional experience as a European small- and mid-cap investor. Dr Hans-Jürgen Braun is a member of the Kromberg & Schubert Management Team GmbH in Abensberg and has in-depth expertise in production technology, global production and logistics networks and transformation programs. Stefan De Loecker was elected Chairman of the Supervisory Board, and Rüdiger Böhle was elected Deputy Chair as well as Chair of the Audit Committee in May 2026.
Upcoming Dividend • May 28Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.9%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (5.3%).
New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 238% Dividend per share is over 6x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • May 07First quarter 2026 earnings released: €0.25 loss per share (vs €0.22 profit in 1Q 2025)First quarter 2026 results: €0.25 loss per share (down from €0.22 profit in 1Q 2025). Revenue: €61.2m (down 4.0% from 1Q 2025). Net loss: €2.30m (down 214% from profit in 1Q 2025). Revenue is forecast to grow 4.5% 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 increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 07Second quarter 2026 earnings released: €0.01 loss per share (vs €0.11 loss in 2Q 2025)Second quarter 2026 results: €0.01 loss per share (improved from €0.11 loss in 2Q 2025). Revenue: €55.0m (down 7.8% from 2Q 2025). Net loss: €85.0k (loss narrowed 92% from 2Q 2025). Revenue is forecast to grow 3.6% 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 increased by 8% 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 • Jul 14Leifheit AG Revises Earnings Guidance for the Fiscal Year 2026Leifheit AG revised earnings guidance for the fiscal year 2026. Against the backdrop of a declining market and the resulting business development in the first half of the year, the Board of Management adjusts its turnover forecast for the full year 2026. Group turnover is now expected to be slightly below the previous year’s figure (EUR 236.2 million)., a Group EBIT of EUR 0 million is now expected for the full year 2026. Previously, EBIT was forecasted to be at the previous year’s level (EUR 10.0 million).
お知らせ • Jun 05Leifheit Aktiengesellschaft Elects Stefan Bertram and Dr Hans-Jürgen Braun to the Supervisory BoardLeifheit AG successfully held its 2026 Annual General Meeting on 3 June 2026. The Annual General Meeting elected two new members to the Supervisory Board of Leifheit AG: Stefan Bertram and Dr Hans-Jürgen Braun. Stefan Bertram is Managing Director at Alantra EQMC in Madrid and has many years of international professional experience as a European small- and mid-cap investor. Dr Hans-Jürgen Braun is a member of the Kromberg & Schubert Management Team GmbH in Abensberg and has in-depth expertise in production technology, global production and logistics networks and transformation programs. Stefan De Loecker was elected Chairman of the Supervisory Board, and Rüdiger Böhle was elected Deputy Chair as well as Chair of the Audit Committee in May 2026.
Upcoming Dividend • May 28Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.9%. Within top quartile of British dividend payers (5.6%). Higher than average of industry peers (5.3%).
New Risk • May 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 55% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 238% Dividend per share is over 6x cash flows per share. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • May 07First quarter 2026 earnings released: €0.25 loss per share (vs €0.22 profit in 1Q 2025)First quarter 2026 results: €0.25 loss per share (down from €0.22 profit in 1Q 2025). Revenue: €61.2m (down 4.0% from 1Q 2025). Net loss: €2.30m (down 214% from profit in 1Q 2025). Revenue is forecast to grow 4.5% 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 increased by 26% 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 • Apr 23Leifheit Aktiengesellschaft, Annual General Meeting, Jun 03, 2026Leifheit Aktiengesellschaft, Annual General Meeting, Jun 03, 2026, at 11:00 W. Europe Standard Time.
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: €0.68 (vs €0.85 in FY 2024)Full year 2025 results: EPS: €0.68 (down from €0.85 in FY 2024). Revenue: €232.6m (down 10% from FY 2024). Net income: €6.24m (down 22% from FY 2024). Profit margin: 2.7% (down from 3.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Mar 31Leifheit Aktiengesellschaft to Report Q1, 2026 Results on May 07, 2026Leifheit Aktiengesellschaft announced that they will report Q1, 2026 results on May 07, 2026
Declared Dividend • Mar 27Dividend of €1.20 announcedShareholders will receive a dividend of €1.20. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 8.0%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (241% earnings payout ratio) nor is it covered by cash flows (362% cash payout ratio). The dividend has increased by an average of 1.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 167% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 25+ 1 more updateLeifheit Aktiengesellschaft announces Annual dividend, payable on June 08, 2026Leifheit Aktiengesellschaft announced Annual dividend of EUR 0.5000 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
お知らせ • Jan 30+ 1 more updateLeifheit Aktiengesellschaft to Report Q2, 2026 Results on Aug 06, 2026Leifheit Aktiengesellschaft announced that they will report Q2, 2026 results on Aug 06, 2026
お知らせ • Jan 06Leifheit Aktiengesellschaft Announces the Resignation of Günter Blaschke, as A Member and Chairman of the Supervisory Board, Effective April 30, 2026Leifheit Aktiengesellschaft announced that the long-standing Chairman of the Supervisory Board, Dr. Günter Blaschke, informed the Management Board of Leifheit Aktiengesellschaft on January 5, 2026, that he is stepping down as a member and Chairman of the Supervisory Board for personal reasons with effect from end of April 30, 2026. The Supervisory Board will consider the succession of Dr. Blaschke and is confident that it will be able to propose a candidate for the election of the then vacant sixth member of the Supervisory Board at the Annual General Meeting on June 3, 2026.
New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.9% Last year net profit margin: 2.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 241% Cash payout ratio: 362% Minor Risk Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Nov 08Third quarter 2025 earnings released: EPS: €0.24 (vs €0.22 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (up from €0.22 in 3Q 2024). Revenue: €55.6m (down 16% from 3Q 2024). Net income: €2.22m (up 3.9% from 3Q 2024). Profit margin: 4.0% (up from 3.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 08Second quarter 2025 earnings released: €0.11 loss per share (vs €0.27 profit in 2Q 2024)Second quarter 2025 results: €0.11 loss per share (down from €0.27 profit in 2Q 2024). Revenue: €59.7m (down 14% from 2Q 2024). Net loss: €1.02m (down 140% from profit in 2Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 20+ 1 more updateLeifheit Aktiengesellschaft Provides Earnings Guidance for Second Quarter and the First Half of 2025Leifheit Aktiengesellschaft provided earnings guidance for second quarter and the first half of 2025. Earnings before interest and taxes (EBIT) in the second quarter and in the first half of the year will therefore be significantly below the previous year’s figure.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €16.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.16 per share.
お知らせ • Jun 05Leifheit Aktiengesellschaft Launches the Superduster for Dusting Surfaces and FloorsLeifheit AG has launched the SUPERDUSTER for dusting surfaces and floors. With this new product, the company is entering the dust market segment and consistently pressing ahead with the expansion of its innovation pipeline as part of its corporate strategy. With an estimated market volume of over EUR 200 million in Europe alone, the dust segment constitutes a very attractive market for Leifheit within the strategic core category of mechanical cleaning. A survey conducted by Leifheit also emphasises its economic importance: 73% of households surveyed dust at least once a week. This revealed growing environmental awareness among consumers and a clear trend towards reusable products for household cleaning. By launching the SUPERDUSTER, Leifheit is showcasing three key strengths: high cleaning performance, versatile application options and a sustainable concept. The SUPERDUSTER features a distinctive handle made from 96% recycled plastic. The easily removable and machine-washable microfibre covers also contribute to resource-efficient dusting. Consumers are impressed, too: over 90% of users would recommend the SUPERDUSTER to other people, as shown by a survey conducted by Leifheit together with the ipi Institute. The new SUPERDUSTER-ass assortment from the Leifheit brand features three versions to meet different consumer needs: as a handy standard version for smaller areas or narrow spaces, in an XL version for higher places or larger areas, and as a floor version for dry cleaning floors. Thanks to its compatibility with the Leifheit Click system, it is an ideal addition to the existing Leifheit product range.
お知らせ • May 30+ 1 more updateLeifheit Aktiengesellschaft Approves the Special DividendLeifheit Aktiengesellschaft successfully held its 2025 Annual General Meeting on 28 May 2025. The company approved the special dividend of EUR 0.05 per dividend-entitled share.
Upcoming Dividend • May 22Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 02 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.9%).
Buy Or Sell Opportunity • May 08Now 24% undervaluedOver the last 90 days, the stock has risen 25% to €20.30. The fair value is estimated to be €26.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 9.0% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
New Risk • May 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 137% Cash payout ratio: 195% Dividend yield: 5.9% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €20.70. The fair value is estimated to be €16.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Apr 16Leifheit Aktiengesellschaft, Annual General Meeting, May 28, 2025Leifheit Aktiengesellschaft, Annual General Meeting, May 28, 2025, at 11:00 W. Europe Standard Time.
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: €0.85 (vs €0.34 in FY 2023)Full year 2024 results: EPS: €0.85 (up from €0.34 in FY 2023). Revenue: €259.2m (flat on FY 2023). Net income: €8.04m (up 151% from FY 2023). Profit margin: 3.1% (up from 1.2% in FY 2023). Revenue is forecast to grow 4.4% 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. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 11Leifheit Aktiengesellschaft Provides Earnings Guidance for the Year 2025Leifheit Aktiengesellschaft provided earnings guidance for the year 2025. for the year, the company foresee growth for group of approximately 2% to 4% and group EBIT in the range of EUR 15 million to EUR 17 million.
Buy Or Sell Opportunity • Apr 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €17.50. The fair value is estimated to be €21.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 52%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Declared Dividend • Mar 31Dividend of €1.20 announcedShareholders will receive a dividend of €1.20. Ex-date: 29th May 2025 Payment date: 2nd June 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is covered by cash flows (68% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 27Leifheit AG Proposes Special DividendThe Board of Management and the Supervisory Board of Leifheit AG will also propose paying a special dividend amounting to EUR 0.05 per eligible no-par-value bearer share (previous year: EUR 0.10 per eligible no-par-value bearer share).
お知らせ • Mar 26Leifheit Aktiengesellschaft announces Annual dividend, payable on June 02, 2025Leifheit Aktiengesellschaft announced Annual dividend of EUR 1.1500 per share payable on June 02, 2025, ex-date on May 29, 2025 and record date on May 30, 2025.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €0.22 (vs €0 in 3Q 2023)Third quarter 2024 results: EPS: €0.22 (up from €0 in 3Q 2023). Revenue: €65.8m (up 6.3% from 3Q 2023). Net income: €2.14m (up €2.14m from 3Q 2023). Profit margin: 3.3% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 13+ 2 more updatesLeifheit Aktiengesellschaft to Report First Half, 2025 Results on Aug 07, 2025Leifheit Aktiengesellschaft announced that they will report first half, 2025 results on Aug 07, 2025
Buy Or Sell Opportunity • Nov 06Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €15.80. The fair value is estimated to be €19.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.27 (vs €0.15 in 2Q 2023)Second quarter 2024 results: EPS: €0.27 (up from €0.15 in 2Q 2023). Revenue: €69.1m (up 1.9% from 2Q 2023). Net income: €2.52m (up 83% from 2Q 2023). Profit margin: 3.7% (up from 2.0% in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
お知らせ • May 24Leifheit Aktiengesellschaft (XTRA:LEI) commences an Equity Buyback, under the authorization approved on September 30, 2020.Leifheit Aktiengesellschaft (XTRA:LEI) commences share repurchases on May 15, 2024, under the program mandated by the shareholders in the Annual General Meeting held on September 30, 2020. As per the mandate, the company is authorized to repurchase up to 10% of the share capital existing at the time of the resolution or, if this value is lower, of the company's share capital existing at the time the authorization is exercised. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The purchase price per share may not exceed the mean closing price of shares in Xetra trading on the Frankfurt Stock Exchange over the three trading days prior to entering into the purchase obligation by more than 10% and may not fall below this value by more than 10%. The repurchased shares may be sold on the stock exchange; or sold on the basis of an offer addressed to all shareholders while preserving the subscription rights; or may be transferred to third parties in the context of the acquisition of companies, parts of companies or shareholdings in companies or other assets and in the context of corporate mergers; or may be issued to employees of the company or to employees of a company affiliated with the company; or used to effect a scrip dividend; or can be redeemed without any further resolution of the Annual General Meeting. The authority shall expire on September 29, 2025. On May 2, 2024, the company announces a share repurchase program. Under the program, the company will repurchase up to €8.5 million worth of its shares. The purpose of the program is to enable shareholders to benefit not only from dividends but also from the company’s solid liquidity. The program has been approved by the Supervisory Board. The repurchases will commence on May 15, 2024, and the program will be valid till December 11, 2024.
Declared Dividend • May 13Dividend increased to €1.05Dividend of €1.05 is 50% higher than last year. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 6.2%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (218% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 1.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 142% to bring the payout ratio under control. EPS is expected to grow by 86% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: €0.34 (vs €0.13 in FY 2022)Full year 2023 results: EPS: €0.34 (up from €0.13 in FY 2022). Revenue: €258.3m (up 2.7% from FY 2022). Net income: €3.20m (up 165% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
Declared Dividend • Mar 29Dividend increased to €1.05Dividend of €1.05 is 50% higher than last year. Ex-date: 30th May 2024 Payment date: 3rd June 2024 Dividend yield will be 7.2%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (395% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 339% to bring the payout ratio under control. EPS is expected to grow by 162% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: €0.34 (vs €0.13 in FY 2022)Full year 2023 results: EPS: €0.34 (up from €0.13 in FY 2022). Revenue: €258.3m (up 2.7% from FY 2022). Net income: €3.20m (up 165% from FY 2022). Profit margin: 1.2% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 17+ 4 more updatesLeifheit Aktiengesellschaft to Report Q3, 2024 Results on Nov 12, 2024Leifheit Aktiengesellschaft announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: €0 (vs €0.094 in 3Q 2022)Third quarter 2023 results: EPS: €0 (down from €0.094 in 3Q 2022). Revenue: €61.9m (up 8.6% from 3Q 2022). Net income: €1.0k (down 100% from 3Q 2022). Profit margin: 0% (down from 1.5% in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 18Leifheit Aktiengesellschaft Announces Board ChangesThe Supervisory Board of Leifheit Aktiengesellschaft appointed Mr. Alexander Reindler (54) as Chairman of the company’s Board of Management as of December 1st 2023. He takes over the role from Mr. Stefan De Loecker, who stepped in on an interim basis starting August 2023, and who resumes his position as Deputy Chairman of the Supervisory Board of Leifheit AG after the entry of Mr. Alexander Reindler. As the Chairman of the Board and Chief Executive Officer (CEO) he will be responsible for Marketing, Sales, Human Resources/Legal & IP and for the private label business of Herby and Birambeau. The Management Board furthermore consists of Mr. Marco Keul as Chief Financial Officer (CFO) and Mr. Igor Iraeta Munduate as Chief Operating Officer (COO). Mr. Alexander Reindler spent his professional life in the consumer goods industry at Beiersdorf AG. He brings more than 25 years of international experience in leading positions in marketing, sales and management along. He has worked in Germany, Russia, Latin America and Africa, among other countries. Most recently, Mr. Alexander Reindler has been responsible for the global Health Care Business (Hansaplast, Elastoplast, Curitas) at Beiersdorf AG since 2019. Under his leadership, a unique turnaround was achieved from a stagnating business into a growth engine for the company with expansion of market positions and high profitability. In the process the business unit developed into a pioneer of modern employee management and high employee motivation. Mr. Alexander Reindler is married and has two children.
お知らせ • Oct 15Leifheit Aktiengesellschaft Revises Group Earnings Guidance for the Full Year 2023Leifheit Aktiengesellschaft revised group earnings guidance for the full year 2023. Based on the preliminary business figures for the first nine months of 2023, the Management Board of the company has reassessed the expectations for the financial year 2023. Despite the persistently challenging market conditions, the Management Board now expects a slight year-on-year growth of Group turnover for the financial year 2023 (2022: EUR 251.5 million). Previously, a slight decrease of Group turnover had been expected. After previously forecasting Group earnings before interest and taxes (EBIT) in the low single-digit million-euro range for financial year 2023, the Management Board now assumes EBIT in the mid single-digit million-euro range (2022: EUR 2.8 million).
お知らせ • Oct 14Leifheit Aktiengesellschaft to Report Q3, 2023 Results on Nov 15, 2023Leifheit Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 15, 2023
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.15 (vs €0.06 loss in 2Q 2022)Second quarter 2023 results: EPS: €0.15 (up from €0.06 loss in 2Q 2022). Revenue: €67.8m (up 5.1% from 2Q 2022). Net income: €1.38m (up €1.95m from 2Q 2022). Profit margin: 2.0% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.2% 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.
お知らせ • Aug 10Leifheit Aktiengesellschaft Provides Group Earnings Guidance for the Financial Year 2023Leifheit Aktiengesellschaft provided group earnings guidance for the financial year 2023. For the year, the company expects a slight year-on-year decline in Group turnover. Positive earnings before interest and taxes (EBIT) for the Group in the low single-digit million-euro range.
お知らせ • Jul 22Leifheit AG Provides Earnings Guidance for the Second Quarter and First Half of 2023Leifheit AG provided earnings guidance for the second quarter and first half of 2023. The company expected group earnings before interest and taxes (EBIT) in the second quarter of 2023 of EUR 2.4 million (second quarter of 2022: negative EUR 0.5 million).In the first half of business year 2023 EBIT therefore reached EUR 4.8 million, an increase of 123 % compared to the previous year's figure (first half of 2022: EUR 2.1 million).
Upcoming Dividend • Jun 01Upcoming dividend of €0.70 per share at 3.9% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 12 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (5.6%).
Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.13 (vs €0.19 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (down from €0.19 in 1Q 2022). Revenue: €70.3m (down 2.1% from 1Q 2022). Net income: €1.26m (down 32% from 1Q 2022). Profit margin: 1.8% (down from 2.6% in 1Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: €0.13 (vs €1.49 in FY 2021)Full year 2022 results: EPS: €0.13 (down from €1.49 in FY 2021). Revenue: €251.5m (down 13% from FY 2021). Net income: €1.21m (down 92% from FY 2021). Profit margin: 0.5% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 8.6% over the past three years.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.10 (vs €0.21 in 3Q 2021)Third quarter 2022 results: EPS: €0.10 (down from €0.21 in 3Q 2021). Revenue: €57.0m (down 18% from 3Q 2021). Net income: €878.0k (down 56% from 3Q 2021). Profit margin: 1.5% (down from 2.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.6% 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.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €16.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 6x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 53% over the past year.
Reported Earnings • Aug 10Second quarter 2022 earnings released: €0.06 loss per share (vs €0.39 profit in 2Q 2021)Second quarter 2022 results: €0.06 loss per share (down from €0.39 profit in 2Q 2021). Revenue: €64.5m (down 8.0% from 2Q 2021). Net loss: €566.0k (down 115% from profit in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 30 May 2022. Payout ratio is on the higher end at 98%, and the cash payout ratio is above 100%. Trailing yield: 5.0%. Within top quartile of British dividend payers (4.8%). Lower than average of industry peers (7.5%).
Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.19 (vs €0.61 in 1Q 2021)First quarter 2022 results: EPS: €0.19 (down from €0.61 in 1Q 2021). Revenue: €71.8m (down 17% from 1Q 2021). Net income: €1.85m (down 68% from 1Q 2021). Profit margin: 2.6% (down from 6.7% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 3.1%, compared to a 10% growth forecast for the industry in the United Kingdom.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.49 (vs €1.32 in FY 2020)Full year 2021 results: EPS: €1.49 (up from €1.32 in FY 2020). Revenue: €288.3m (up 6.2% from FY 2020). Net income: €14.2m (up 13% from FY 2020). Profit margin: 4.9% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 10% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.21 (vs €0.48 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €69.7m (down 2.7% from 3Q 2020). Net income: €1.98m (down 56% from 3Q 2020). Profit margin: 2.8% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS €0.39 (vs €0.33 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €70.1m (up 14% from 2Q 2020). Net income: €3.73m (up 20% from 2Q 2020). Profit margin: 5.3% (up from 5.1% in 2Q 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 31% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 27Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 07 June 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (3.5%).
Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €271.6m (up 16% from FY 2019). Net income: €12.5m (up 115% from FY 2019). Profit margin: 4.6% (up from 2.5% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 23New 90-day high: €45.25The company is up 14% from its price of €39.60 on 24 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 Consumer Durables industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.80 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €44.40The company is up 39% from its price of €31.90 on 07 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.63 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €40.30The company is up 26% from its price of €31.90 on 10 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.27 per share.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to €38.70, the stock is trading at a trailing P/E ratio of 30x, up from the previous P/E ratio of 25.7x. This compares to an average P/E of 17x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders over the past three years are 59%.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 6.0%, compared to a 11% growth forecast for the Consumer Durables industry in the United Kingdom.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €71.6m (up 28% from 3Q 2019). Net income: €4.53m (up 272% from 3Q 2019). Profit margin: 6.3% (up from 2.2% in 3Q 2019). 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 increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 24Upcoming Dividend of €0.55 Per ShareWill be paid on the 5th of October to those who are registered shareholders by the 1st of October. The trailing yield of 3.1% is below the top quartile of British dividend payers (5.3%), and is lower than industry peers (3.9%).
