View ValuationAker Solutions 将来の成長Future 基準チェック /06Aker Solutionsの収益と利益は、それぞれ年間16.9%と26.1%減少すると予測されています。EPS は年間23.7%で 減少すると予想されています。自己資本利益率は 3 年後に15.2%になると予測されています。主要情報-26.1%収益成長率-23.66%EPS成長率Energy Services 収益成長25.0%収益成長率-16.9%将来の株主資本利益率15.17%アナリストカバレッジGood最終更新日12 May 2026今後の成長に関する最新情報お知らせ • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.お知らせ • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.お知らせ • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.お知らせ • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.お知らせ • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.お知らせ • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.すべての更新を表示Recent updatesお知らせ • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.Reported Earnings • May 02First quarter 2026 earnings released: EPS: kr2.09 (vs kr1.38 in 1Q 2025)First quarter 2026 results: EPS: kr2.09 (up from kr1.38 in 1Q 2025). Revenue: kr13.4b (down 5.4% from 1Q 2025). Net income: kr1.02b (up 53% from 1Q 2025). Profit margin: 7.6% (up from 4.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Aker Solutions Asa Approves Extraordinary Dividend, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved extraordinary dividend of NOK 5.00 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to kr38.23, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 15x in the Energy Services industry in Europe. Total returns to shareholders of 155% over the past three years.お知らせ • Apr 17+ 1 more updateAker Solutions ASA Approves Ordinary Dividend, Payable on April 27, 2026, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved the distribution of an ordinary dividend of NOK 3.60 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.Upcoming Dividend • Apr 10Upcoming dividend of kr8.60 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 68% and the cash payout ratio is 83%. Trailing yield: 7.7%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (4.1%).Reported Earnings • Apr 01Full year 2025 earnings released: EPS: kr5.28 (vs kr5.51 in FY 2024)Full year 2025 results: EPS: kr5.28 (down from kr5.51 in FY 2024). Revenue: kr62.4b (up 20% from FY 2024). Net income: kr2.55b (down 4.1% from FY 2024). Profit margin: 4.1% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 20+ 1 more updateAker Solutions ASA Proposes Ordinary Cash Dividend, Payable on 27 April 2026Aker Solutions ASA proposed ordinary cash dividend of NOK 1.7 billion to be paid by the company on 27 April 2026. Dividend amount per share is NOK 3.60 per share Record date: 20 April 2026. Ex-date: 17 April 2026. The proposed distribution of the cash dividend is subject to approval by the AGM to be held on 16 April 2026.Declared Dividend • Feb 09Dividend increased to kr3.60Dividend of kr3.60 is 9.1% higher than last year. Ex-date: 17th April 2026 Payment date: 1st January 1970 Dividend yield will be 9.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 51% over the next 3 years. Since a fall of 24% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • Feb 07Full year 2025 earnings released: EPS: kr5.28 (vs kr5.51 in FY 2024)Full year 2025 results: EPS: kr5.28 (down from kr5.51 in FY 2024). Revenue: kr63.2b (up 21% from FY 2024). Net income: kr2.55b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 22% p.a. on average during the next 2 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.6%. Over the last 3 years on average, earnings per share has increased by 57% 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 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.Recent Insider Transactions • Dec 12Executive Vice President of People recently sold kr1.1m worth of stockOn the 4th of December, Kjetil Kristiansen sold around 35k shares on-market at roughly kr31.20 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Nov 25Aker Solutions ASA, Annual General Meeting, Apr 16, 2026Aker Solutions ASA, Annual General Meeting, Apr 16, 2026.お知らせ • Nov 24+ 4 more updatesAker Solutions ASA to Report First Half, 2026 Results on Jul 14, 2026Aker Solutions ASA announced that they will report first half, 2026 results on Jul 14, 2026Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: kr1.81 (vs kr1.18 in 3Q 2024)Third quarter 2025 results: EPS: kr1.81 (up from kr1.18 in 3Q 2024). Revenue: kr16.7b (up 29% from 3Q 2024). Net income: kr872.0m (up 53% from 3Q 2024). Profit margin: 5.2% (up from 4.4% in 3Q 2024). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.お知らせ • Aug 16Aker Solutions Asa Announces Executive ChangesAker Solutions ASA has been informed that employee representative Stian Pettersen Sagvold will resign from the board of the company effective September 1, 2025. The resignation is triggered by Sagvold's recent election to the management of Fellesforbundet, part of the Norwegian Confederation of Trade Unions (LO).Deputy board member Sigurd Mosheim Sævareid will replace Sagvold. The deputy position will not be replaced until the next ordinary election for employee representatives.New Risk • Jul 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% 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 Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (127% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Jul 13Second quarter 2025 earnings released: EPS: kr0.65 (vs kr1.11 in 2Q 2024)Second quarter 2025 results: EPS: kr0.65 (down from kr1.11 in 2Q 2024). Revenue: kr15.3b (up 22% from 2Q 2024). Net income: kr311.0m (down 42% from 2Q 2024). Profit margin: 2.0% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.お知らせ • Apr 28Aker Solutions ASA Approves Dividend, Payable on May 8, 2025The annual general meeting of Aker Solutions ASA was held on April 28, 2025 as a digital meeting with online participation. The general meeting approved distribution of a dividend of NOK 3.30 per share. The dividend is payable to shareholders holding shares in the company as of April 28, 2025. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 29, 2025. The dividend will be paid on May 8, 2025.Upcoming Dividend • Apr 22Upcoming dividend of kr3.30 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 94%. Trailing yield: 11%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (6.9%).Reported Earnings • Apr 07Full year 2024 earnings released: EPS: kr5.51 (vs kr0.20 in FY 2023)Full year 2024 results: EPS: kr5.51 (up from kr0.20 in FY 2023). Revenue: kr52.2b (up 46% from FY 2023). Net income: kr2.66b (up kr2.56b from FY 2023). Profit margin: 5.1% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 31Aker Solutions ASA Proposes Cash Dividend, Payable on 8 May 2025Aker Solutions ASA presents key information related to the proposed cash dividend to be paid by the company. Total dividend amount: NOK 1,624,151,394; Dividend amount per share: NOK 3.30 per share. Ex-date: 29 April 2025 with Record date: 30 April 2025. Payment date: 8 May 2025. The proposed distribution of the cash dividend is subject to approval by the Annual General Meeting of Aker Solutions ASA to be held on 28 April 2025.お知らせ • Feb 13Aker Solutions ASA Proposes Dividend for the Fiscal Year 2024, Payable in 2025Based on Aker Solutions ASA’ financial position and positive outlook, the Board of Directors will propose a dividend of NOK 3.30 per share for the fiscal year 2024, to be paid in 2025, pending approval in the Annual General Meeting on April 28, 2025. The dividend payment represents approximately 50% of net income excl. special items, in line with the ordinary dividend policy.Reported Earnings • Feb 12Full year 2024 earnings released: EPS: kr5.51 (vs kr0.20 in FY 2023)Full year 2024 results: EPS: kr5.51 (up from kr0.20 in FY 2023). Revenue: kr53.2b (up 48% from FY 2023). Net income: kr2.66b (up kr2.56b from FY 2023). Profit margin: 5.0% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.New Risk • Feb 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).お知らせ • Dec 09Aker Solutions ASA, Annual General Meeting, Apr 28, 2025Aker Solutions ASA, Annual General Meeting, Apr 28, 2025.お知らせ • Dec 06+ 4 more updatesAker Solutions ASA to Report Q1, 2025 Results on Apr 30, 2025Aker Solutions ASA announced that they will report Q1, 2025 results on Apr 30, 2025Buy Or Sell Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to kr29.84. The fair value is estimated to be kr37.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.1% per annum. Earnings are forecast to grow by 4.4% per annum over the same time period.お知らせ • Nov 22Aker Solutions ASA Approves Dividend, Payable on December 2, 2024Aker Solutions ASA announced that at its EGM held on November 22, 2024, the shareholders approved distribution of a dividend of NOK 21.00 per share. The dividend is payable to shareholders holding shares in the company as of November 22, 2024. The shares will be traded ex-dividend on the Euronext Oslo Stock Exchange from and including November 25, 2024. The dividend will be paid on December 2, 2024.Upcoming Dividend • Nov 18Upcoming dividend of kr21.00 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.0%).お知らせ • Nov 01Aker Solutions ASA Proposes extraordinary Cash Dividend, Payable on 2 December 2024The Board of Directors of Aker Solutions ASA has proposed to pay out an extraordinary cash dividend of NOK 21.00 per share, pending approval in an Extraordinary General Meeting (EGM) to be held on November 22, 2024. Total dividend amount (excluding own shares): NOK 10 billion; Last day including right: 22 November 2024; Ex-date: 25 November 2024; Record date: 26 November 2024; Payment date: 2 December 2024.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr52.34, the stock trades at a forward P/E ratio of 9x. Average trailing P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr31.85 per share.Reported Earnings • Jul 13Second quarter 2024 earnings released: EPS: kr1.10 (vs kr1.08 in 2Q 2023)Second quarter 2024 results: EPS: kr1.10 (up from kr1.08 in 2Q 2023). Revenue: kr13.0b (down 8.0% from 2Q 2023). Net income: kr534.0m (up 1.1% from 2Q 2023). Profit margin: 4.1% (up from 3.7% in 2Q 2023). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12Aker Solutions Provides Revenue Guidance for the Full Year of 2024Aker Solutions provided revenue guidance for the full year of 2024. The company now expects revenues in 2024 to grow to a level of around NOK 50 billion, representing a year-on-year growth of around 40% compared to 2023.お知らせ • Apr 26Aker Solutions ASA Provides Revenue Guidance for the Full Year 2024Aker Solutions ASA provided revenue guidance for the full year 2024. For the period, the company expects revenue to increase about 30% compared to 2023.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr1.82 (vs kr0.79 in 1Q 2023)First quarter 2024 results: EPS: kr1.82 (up from kr0.79 in 1Q 2023). Revenue: kr11.5b (flat on 1Q 2023). Net income: kr890.0m (up 130% from 1Q 2023). Profit margin: 7.8% (up from 3.4% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16Aker Solutions Appoints Guro Rausand as Executive Vice President of SafeguardingAker Solutions announced Guro Rausand as executive vice president of Safeguarding. Guro Rausand will join Aker Solutions from @OneSubsea where she currently heads up major projects. Before joining OneSubsea in October 2023, Guro spent 15 years with Aker Solutions. As EVP of safeguarding, Guro will be responsible for HSSE, legal, compliance, governance, and project controls. She will assume her new position in June.お知らせ • Apr 11Aker Solutions ASA Approves Dividend, Payable on April 22, 2024Aker Solutions ASA at its annual general meeting held on April 11, 2024, approved distribution of a dividend of NOK 2.00 per share. The dividend is payable to shareholders holding shares in the company as per April 11, 2024. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 12, 2024. The dividend will be paid on April 22, 2024.Upcoming Dividend • Apr 05Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.4%).お知らせ • Feb 13Aker Solutions ASA (OB:AKSO) announces an Equity Buyback for 12,500,000 shares, for NOK 500 million.Aker Solutions ASA (OB:AKSO) announces a share repurchase program. Under the program, the company will repurchase up to 12,500,000 shares for a total of NOK 500 million. The repurchased shares will be used for the purpose of investment or for subsequent sale or deletion of such shares. The program will be valid till July 31, 2024.Declared Dividend • Feb 11Dividend increased to kr2.00Dividend of kr2.00 is 100% higher than last year. Ex-date: 12th April 2024 Payment date: 1st January 1970 Dividend yield will be 5.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 10x earnings). However, it is well covered by cash flows (12% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,032% to bring the payout ratio under control. EPS is expected to grow by 213% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr0.20 (vs kr2.42 in FY 2022)Full year 2023 results: EPS: kr0.20 (down from kr2.42 in FY 2022). Revenue: kr36.3b (down 12% from FY 2022). Net income: kr96.0m (down 92% from FY 2022). Profit margin: 0.3% (down from 2.9% in FY 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to kr38.22. The fair value is estimated to be kr47.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 57% per annum over the same time period.お知らせ • Feb 08+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2024Aker Solutions ASA provided earnings guidance for the year 2024. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2024 to be up by around 15%.お知らせ • Nov 21+ 3 more updatesAker Solutions ASA to Report Q3, 2024 Results on Oct 31, 2024Aker Solutions ASA announced that they will report Q3, 2024 results on Oct 31, 2024お知らせ • Nov 20+ 1 more updateAker Solutions ASA, Annual General Meeting, Apr 11, 2024Aker Solutions ASA, Annual General Meeting, Apr 11, 2024.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: kr1.75 (vs kr0.62 in 3Q 2022)Third quarter 2023 results: EPS: kr1.75 (up from kr0.62 in 3Q 2022). Revenue: kr14.3b (up 42% from 3Q 2022). Net income: kr853.0m (up 180% from 3Q 2022). Profit margin: 6.0% (up from 3.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30Aker Solutions Asa Provides Revenue Guidance for 2023Aker Solutions ASA provided revenue guidance for 2023. Based on ongoing projects and secured order backlog, the company now expects full-year 2023 revenues, excluding Subsea, to be around NOK 34 billion.お知らせ • Jul 14Aker Solutions ASA Updates Revenue Guidance for 2023Aker Solutions ASA updated its revenue guidance and now expects revenue to increase by about 30% in 2023 over 2022 levels.Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.08 (vs kr0.55 in 2Q 2022)Second quarter 2023 results: EPS: kr1.08 (up from kr0.55 in 2Q 2022). Revenue: kr14.2b (up 35% from 2Q 2022). Net income: kr528.0m (up 96% from 2Q 2022). Profit margin: 3.7% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 05First quarter 2023 earnings released: EPS: kr0.79 (vs kr0.34 in 1Q 2022)First quarter 2023 results: EPS: kr0.79 (up from kr0.34 in 1Q 2022). Revenue: kr11.5b (up 39% from 1Q 2022). Net income: kr387.0m (up 136% from 1Q 2022). Profit margin: 3.4% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.お知らせ • May 05Aker Solutions ASA Provides Earnings Guidance for the Year 2023Aker Solutions ASA provided earnings guidance for the year 2023. For the year, the company expects full-year revenue in 2023 is expected to increase by more than 15% compared to 2022.Upcoming Dividend • Apr 07Upcoming dividend of kr1.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.2%).Reported Earnings • Feb 09Full year 2022 earnings released: EPS: kr2.42 (vs kr0.52 in FY 2021)Full year 2022 results: EPS: kr2.42 (up from kr0.52 in FY 2021). Revenue: kr41.4b (up 42% from FY 2021). Net income: kr1.18b (up 364% from FY 2021). Profit margin: 2.8% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08+ 1 more updateAker Solutions ASA Provides Revenue Guidance for 2023Aker Solutions delivered a strong revenue growth of 41% in 2022. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2023 to be up by around 15%.Buying Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be kr47.68, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Buying Opportunity • Jan 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be kr44.87, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.Board Change • Nov 16No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Oct 28Now 21% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be kr50.41, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.62 (vs kr0.21 in 3Q 2021)Third quarter 2022 results: EPS: kr0.62 (up from kr0.21 in 3Q 2021). Revenue: kr10.0b (up 37% from 3Q 2021). Net income: kr305.0m (up 193% from 3Q 2021). Profit margin: 3.0% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 19+ 3 more updatesAker Solutions ASA to Report First Half, 2023 Results on Jul 13, 2023Aker Solutions ASA announced that they will report first half, 2023 results on Jul 13, 2023Recent Insider Transactions • Sep 01Chief Executive Officer recently bought kr377k worth of stockOn the 30th of August, Kjetel Digre bought around 10k shares on-market at roughly kr37.72 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kjetel's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 22% share price gain to kr33.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr60.42 per share.Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr0.55 (vs kr0.12 in 2Q 2021)Second quarter 2022 results: EPS: kr0.55 (up from kr0.12 in 2Q 2021). Revenue: kr10.5b (up 53% from 2Q 2021). Net income: kr269.0m (up 348% from 2Q 2021). Profit margin: 2.6% (up from 0.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.7%, compared to a 1.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr31.11, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr62.22 per share.Reported Earnings • May 03First quarter 2022 earnings released: EPS: kr0.34 (vs kr0.055 in 1Q 2021)First quarter 2022 results: EPS: kr0.34 (up from kr0.055 in 1Q 2021). Revenue: kr8.29b (up 28% from 1Q 2021). Net income: kr164.0m (up kr137.0m from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Apr 01Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.7%). Lower than average of industry peers (3.5%).Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Net income: kr254.0m (up kr1.79b from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr0.52 (up from kr3.13 loss in FY 2020). Revenue: kr29.5b (up 3.7% from FY 2020). Net income: kr254.0m (up kr1.79b from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 3.0% growth forecast for the 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 48 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.21 (vs kr0.75 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr7.31b (up 33% from 3Q 2020). Net income: kr104.0m (down 49% from 3Q 2020). Profit margin: 1.4% (down from 3.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • May 23Insider recently bought kr421k worth of stockOn the 20th of May, Sturla Magnus bought around 29k shares on-market at roughly kr14.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.4m more in shares than they have sold in the last 12 months.業績と収益の成長予測LSE:0QXP - アナリストの将来予測と過去の財務データ ( )NOK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202839,5491,5301,9422,273812/31/202740,9111,6341,8552,046912/31/202651,4042,7912,7352,51083/31/202661,2842,8994,0014,461N/A12/31/202562,2022,5472,1162,614N/A9/30/202561,1962,5092,3642,851N/A6/30/202557,4492,2071,2571,905N/A3/31/202555,1262,4302,0002,927N/A12/31/202452,2022,6561,6923,107N/A9/30/202432,7413239442,791N/A6/30/202443,7071,4862,6585,163N/A3/31/202435,6616003,0085,534N/A12/31/202335,882973,9956,216N/A9/30/202352,2772,2095,6527,541N/A6/30/202324,488-5315,3046,457N/A3/31/202344,4241,4023,7994,635N/A12/31/202227,302-1333,8984,518N/A9/30/202237,3938013,2803,807N/A6/30/202234,6726003,1873,614N/A3/31/202231,0163913,5313,901N/A12/31/202129,1952542,4372,799N/A9/30/202128,415-5691,6811,927N/A6/30/202126,464-4681,9942,247N/A3/31/202126,303-6441,1811,508N/A12/31/202028,434-1,540322901N/A9/30/202024,720-872236985N/A6/30/202038,458-861-1,3763N/A3/31/202028,517-849-667323N/A12/31/201937,917242N/A360N/A9/30/201928,869357N/A-307N/A6/30/201928,276412N/A-178N/A3/31/201927,005556N/A85N/A12/31/201825,232511N/A921N/A9/30/201824,722378N/A1,967N/A6/30/201823,600352N/A1,797N/A3/31/201822,771261N/A1,022N/A12/31/201722,461221N/A587N/A9/30/201722,155-143N/A888N/A6/30/201722,723-101N/A811N/A3/31/201724,267-24N/A737N/A12/31/201625,55757N/A312N/A9/30/201627,283122N/A447N/A6/30/201628,780223N/A1,570N/A3/31/201629,859323N/A2,021N/A12/31/201531,896392N/A1,934N/A9/30/201533,187968N/A2,395N/A6/30/201533,9771,028N/A1,212N/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: 0QXPの収益は今後 3 年間で減少すると予測されています (年間-26.1% )。収益対市場: 0QXPの収益は今後 3 年間で減少すると予測されています (年間-26.1% )。高成長収益: 0QXPの収益は今後 3 年間で減少すると予測されています。収益対市場: 0QXPの収益は今後 3 年間で減少すると予想されています (年間-16.9% )。高い収益成長: 0QXPの収益は今後 3 年間で減少すると予測されています (年間-16.9% )。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: 0QXPの 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 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 13:08終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aker Solutions ASA 9 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。26 アナリスト機関null nullABG Sundal CollierMichael PickupBarclaysMichael PickupBarclays23 その他のアナリストを表示
お知らせ • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.
お知らせ • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.
お知らせ • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.
お知らせ • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.
お知らせ • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.
お知らせ • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.
お知らせ • May 02Aker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenue to be around NOK 50 billion.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: kr2.09 (vs kr1.38 in 1Q 2025)First quarter 2026 results: EPS: kr2.09 (up from kr1.38 in 1Q 2025). Revenue: kr13.4b (down 5.4% from 1Q 2025). Net income: kr1.02b (up 53% from 1Q 2025). Profit margin: 7.6% (up from 4.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Aker Solutions Asa Approves Extraordinary Dividend, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved extraordinary dividend of NOK 5.00 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to kr38.23, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 15x in the Energy Services industry in Europe. Total returns to shareholders of 155% over the past three years.
お知らせ • Apr 17+ 1 more updateAker Solutions ASA Approves Ordinary Dividend, Payable on April 27, 2026, Payable on April 27, 2026Aker Solutions ASA announced at the AGM held on April 16, 2026, approved the distribution of an ordinary dividend of NOK 3.60 per share. The dividends are payable to shareholders holding shares in the company as of April 16, 2026. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 17, 2026. The dividends will be paid on April 27, 2026.
Upcoming Dividend • Apr 10Upcoming dividend of kr8.60 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 68% and the cash payout ratio is 83%. Trailing yield: 7.7%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (4.1%).
Reported Earnings • Apr 01Full year 2025 earnings released: EPS: kr5.28 (vs kr5.51 in FY 2024)Full year 2025 results: EPS: kr5.28 (down from kr5.51 in FY 2024). Revenue: kr62.4b (up 20% from FY 2024). Net income: kr2.55b (down 4.1% from FY 2024). Profit margin: 4.1% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 20+ 1 more updateAker Solutions ASA Proposes Ordinary Cash Dividend, Payable on 27 April 2026Aker Solutions ASA proposed ordinary cash dividend of NOK 1.7 billion to be paid by the company on 27 April 2026. Dividend amount per share is NOK 3.60 per share Record date: 20 April 2026. Ex-date: 17 April 2026. The proposed distribution of the cash dividend is subject to approval by the AGM to be held on 16 April 2026.
Declared Dividend • Feb 09Dividend increased to kr3.60Dividend of kr3.60 is 9.1% higher than last year. Ex-date: 17th April 2026 Payment date: 1st January 1970 Dividend yield will be 9.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 51% over the next 3 years. Since a fall of 24% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: kr5.28 (vs kr5.51 in FY 2024)Full year 2025 results: EPS: kr5.28 (down from kr5.51 in FY 2024). Revenue: kr63.2b (up 21% from FY 2024). Net income: kr2.55b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 5.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 22% p.a. on average during the next 2 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.6%. Over the last 3 years on average, earnings per share has increased by 57% 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 • Feb 06+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2026Aker Solutions ASA provided earnings guidance for the year 2026. For the year, the company expects revenues in 2026 to be between NOK 45 and NOK 50 billion.
Recent Insider Transactions • Dec 12Executive Vice President of People recently sold kr1.1m worth of stockOn the 4th of December, Kjetil Kristiansen sold around 35k shares on-market at roughly kr31.20 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Nov 25Aker Solutions ASA, Annual General Meeting, Apr 16, 2026Aker Solutions ASA, Annual General Meeting, Apr 16, 2026.
お知らせ • Nov 24+ 4 more updatesAker Solutions ASA to Report First Half, 2026 Results on Jul 14, 2026Aker Solutions ASA announced that they will report first half, 2026 results on Jul 14, 2026
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: kr1.81 (vs kr1.18 in 3Q 2024)Third quarter 2025 results: EPS: kr1.81 (up from kr1.18 in 3Q 2024). Revenue: kr16.7b (up 29% from 3Q 2024). Net income: kr872.0m (up 53% from 3Q 2024). Profit margin: 5.2% (up from 4.4% in 3Q 2024). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Oct 31Aker Solutions Provides Earnings Guidance for 2025 and 2026Aker Solutions provided earnings guidance for 2025 and 2026. For 2025, the company expects revenues to exceed NOK 60 billion. At this early stage, Aker Solutions expects 2026 revenues to be around NOK 45 billion.
お知らせ • Aug 16Aker Solutions Asa Announces Executive ChangesAker Solutions ASA has been informed that employee representative Stian Pettersen Sagvold will resign from the board of the company effective September 1, 2025. The resignation is triggered by Sagvold's recent election to the management of Fellesforbundet, part of the Norwegian Confederation of Trade Unions (LO).Deputy board member Sigurd Mosheim Sævareid will replace Sagvold. The deputy position will not be replaced until the next ordinary election for employee representatives.
New Risk • Jul 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% 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 Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (127% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Jul 13Second quarter 2025 earnings released: EPS: kr0.65 (vs kr1.11 in 2Q 2024)Second quarter 2025 results: EPS: kr0.65 (down from kr1.11 in 2Q 2024). Revenue: kr15.3b (up 22% from 2Q 2024). Net income: kr311.0m (down 42% from 2Q 2024). Profit margin: 2.0% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 11Aker Solutions ASA Announces Earnings Guidance for the Full Year 2025Aker Solutions ASA announced earnings guidance for the full year 2025. For the year, the company expects revenues to exceed NOK 55 billion.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 02Aker Solutions Asa Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. For the year, the company expects revenue in 2025 is now expected to exceed NOK 55 billion.
お知らせ • Apr 28Aker Solutions ASA Approves Dividend, Payable on May 8, 2025The annual general meeting of Aker Solutions ASA was held on April 28, 2025 as a digital meeting with online participation. The general meeting approved distribution of a dividend of NOK 3.30 per share. The dividend is payable to shareholders holding shares in the company as of April 28, 2025. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 29, 2025. The dividend will be paid on May 8, 2025.
Upcoming Dividend • Apr 22Upcoming dividend of kr3.30 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 08 May 2025. Payout ratio is a comfortable 60% and the cash payout ratio is 94%. Trailing yield: 11%. Within top quartile of British dividend payers (6.2%). Higher than average of industry peers (6.9%).
Reported Earnings • Apr 07Full year 2024 earnings released: EPS: kr5.51 (vs kr0.20 in FY 2023)Full year 2024 results: EPS: kr5.51 (up from kr0.20 in FY 2023). Revenue: kr52.2b (up 46% from FY 2023). Net income: kr2.66b (up kr2.56b from FY 2023). Profit margin: 5.1% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 31Aker Solutions ASA Proposes Cash Dividend, Payable on 8 May 2025Aker Solutions ASA presents key information related to the proposed cash dividend to be paid by the company. Total dividend amount: NOK 1,624,151,394; Dividend amount per share: NOK 3.30 per share. Ex-date: 29 April 2025 with Record date: 30 April 2025. Payment date: 8 May 2025. The proposed distribution of the cash dividend is subject to approval by the Annual General Meeting of Aker Solutions ASA to be held on 28 April 2025.
お知らせ • Feb 13Aker Solutions ASA Proposes Dividend for the Fiscal Year 2024, Payable in 2025Based on Aker Solutions ASA’ financial position and positive outlook, the Board of Directors will propose a dividend of NOK 3.30 per share for the fiscal year 2024, to be paid in 2025, pending approval in the Annual General Meeting on April 28, 2025. The dividend payment represents approximately 50% of net income excl. special items, in line with the ordinary dividend policy.
Reported Earnings • Feb 12Full year 2024 earnings released: EPS: kr5.51 (vs kr0.20 in FY 2023)Full year 2024 results: EPS: kr5.51 (up from kr0.20 in FY 2023). Revenue: kr53.2b (up 48% from FY 2023). Net income: kr2.66b (up kr2.56b from FY 2023). Profit margin: 5.0% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12Aker Solutions ASA Provides Earnings Guidance for the Year 2025Aker Solutions ASA provided earnings guidance for the year 2025. Based on the secured order backlog and ongoing projects, the company expects full-year revenue in 2025 to be between NOK 50 billion and NOK 55 billion.
New Risk • Feb 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
お知らせ • Dec 09Aker Solutions ASA, Annual General Meeting, Apr 28, 2025Aker Solutions ASA, Annual General Meeting, Apr 28, 2025.
お知らせ • Dec 06+ 4 more updatesAker Solutions ASA to Report Q1, 2025 Results on Apr 30, 2025Aker Solutions ASA announced that they will report Q1, 2025 results on Apr 30, 2025
Buy Or Sell Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to kr29.84. The fair value is estimated to be kr37.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.1% per annum. Earnings are forecast to grow by 4.4% per annum over the same time period.
お知らせ • Nov 22Aker Solutions ASA Approves Dividend, Payable on December 2, 2024Aker Solutions ASA announced that at its EGM held on November 22, 2024, the shareholders approved distribution of a dividend of NOK 21.00 per share. The dividend is payable to shareholders holding shares in the company as of November 22, 2024. The shares will be traded ex-dividend on the Euronext Oslo Stock Exchange from and including November 25, 2024. The dividend will be paid on December 2, 2024.
Upcoming Dividend • Nov 18Upcoming dividend of kr21.00 per shareEligible shareholders must have bought the stock before 25 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (4.0%).
お知らせ • Nov 01Aker Solutions ASA Proposes extraordinary Cash Dividend, Payable on 2 December 2024The Board of Directors of Aker Solutions ASA has proposed to pay out an extraordinary cash dividend of NOK 21.00 per share, pending approval in an Extraordinary General Meeting (EGM) to be held on November 22, 2024. Total dividend amount (excluding own shares): NOK 10 billion; Last day including right: 22 November 2024; Ex-date: 25 November 2024; Record date: 26 November 2024; Payment date: 2 December 2024.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr52.34, the stock trades at a forward P/E ratio of 9x. Average trailing P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr31.85 per share.
Reported Earnings • Jul 13Second quarter 2024 earnings released: EPS: kr1.10 (vs kr1.08 in 2Q 2023)Second quarter 2024 results: EPS: kr1.10 (up from kr1.08 in 2Q 2023). Revenue: kr13.0b (down 8.0% from 2Q 2023). Net income: kr534.0m (up 1.1% from 2Q 2023). Profit margin: 4.1% (up from 3.7% in 2Q 2023). Revenue is expected to decline by 4.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12Aker Solutions Provides Revenue Guidance for the Full Year of 2024Aker Solutions provided revenue guidance for the full year of 2024. The company now expects revenues in 2024 to grow to a level of around NOK 50 billion, representing a year-on-year growth of around 40% compared to 2023.
お知らせ • Apr 26Aker Solutions ASA Provides Revenue Guidance for the Full Year 2024Aker Solutions ASA provided revenue guidance for the full year 2024. For the period, the company expects revenue to increase about 30% compared to 2023.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr1.82 (vs kr0.79 in 1Q 2023)First quarter 2024 results: EPS: kr1.82 (up from kr0.79 in 1Q 2023). Revenue: kr11.5b (flat on 1Q 2023). Net income: kr890.0m (up 130% from 1Q 2023). Profit margin: 7.8% (up from 3.4% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16Aker Solutions Appoints Guro Rausand as Executive Vice President of SafeguardingAker Solutions announced Guro Rausand as executive vice president of Safeguarding. Guro Rausand will join Aker Solutions from @OneSubsea where she currently heads up major projects. Before joining OneSubsea in October 2023, Guro spent 15 years with Aker Solutions. As EVP of safeguarding, Guro will be responsible for HSSE, legal, compliance, governance, and project controls. She will assume her new position in June.
お知らせ • Apr 11Aker Solutions ASA Approves Dividend, Payable on April 22, 2024Aker Solutions ASA at its annual general meeting held on April 11, 2024, approved distribution of a dividend of NOK 2.00 per share. The dividend is payable to shareholders holding shares in the company as per April 11, 2024. The shares will be traded ex-dividend on Euronext Oslo Stock Exchange from and including April 12, 2024. The dividend will be paid on April 22, 2024.
Upcoming Dividend • Apr 05Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 12 April 2024. Payment date: 22 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.4%).
お知らせ • Feb 13Aker Solutions ASA (OB:AKSO) announces an Equity Buyback for 12,500,000 shares, for NOK 500 million.Aker Solutions ASA (OB:AKSO) announces a share repurchase program. Under the program, the company will repurchase up to 12,500,000 shares for a total of NOK 500 million. The repurchased shares will be used for the purpose of investment or for subsequent sale or deletion of such shares. The program will be valid till July 31, 2024.
Declared Dividend • Feb 11Dividend increased to kr2.00Dividend of kr2.00 is 100% higher than last year. Ex-date: 12th April 2024 Payment date: 1st January 1970 Dividend yield will be 5.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 10x earnings). However, it is well covered by cash flows (12% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 1,032% to bring the payout ratio under control. EPS is expected to grow by 213% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr0.20 (vs kr2.42 in FY 2022)Full year 2023 results: EPS: kr0.20 (down from kr2.42 in FY 2022). Revenue: kr36.3b (down 12% from FY 2022). Net income: kr96.0m (down 92% from FY 2022). Profit margin: 0.3% (down from 2.9% in FY 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to kr38.22. The fair value is estimated to be kr47.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 57% per annum over the same time period.
お知らせ • Feb 08+ 1 more updateAker Solutions ASA Provides Earnings Guidance for the Year 2024Aker Solutions ASA provided earnings guidance for the year 2024. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2024 to be up by around 15%.
お知らせ • Nov 21+ 3 more updatesAker Solutions ASA to Report Q3, 2024 Results on Oct 31, 2024Aker Solutions ASA announced that they will report Q3, 2024 results on Oct 31, 2024
お知らせ • Nov 20+ 1 more updateAker Solutions ASA, Annual General Meeting, Apr 11, 2024Aker Solutions ASA, Annual General Meeting, Apr 11, 2024.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: kr1.75 (vs kr0.62 in 3Q 2022)Third quarter 2023 results: EPS: kr1.75 (up from kr0.62 in 3Q 2022). Revenue: kr14.3b (up 42% from 3Q 2022). Net income: kr853.0m (up 180% from 3Q 2022). Profit margin: 6.0% (up from 3.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Energy Services industry in the United Kingdom are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30Aker Solutions Asa Provides Revenue Guidance for 2023Aker Solutions ASA provided revenue guidance for 2023. Based on ongoing projects and secured order backlog, the company now expects full-year 2023 revenues, excluding Subsea, to be around NOK 34 billion.
お知らせ • Jul 14Aker Solutions ASA Updates Revenue Guidance for 2023Aker Solutions ASA updated its revenue guidance and now expects revenue to increase by about 30% in 2023 over 2022 levels.
Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.08 (vs kr0.55 in 2Q 2022)Second quarter 2023 results: EPS: kr1.08 (up from kr0.55 in 2Q 2022). Revenue: kr14.2b (up 35% from 2Q 2022). Net income: kr528.0m (up 96% from 2Q 2022). Profit margin: 3.7% (up from 2.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: kr0.79 (vs kr0.34 in 1Q 2022)First quarter 2023 results: EPS: kr0.79 (up from kr0.34 in 1Q 2022). Revenue: kr11.5b (up 39% from 1Q 2022). Net income: kr387.0m (up 136% from 1Q 2022). Profit margin: 3.4% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.
お知らせ • May 05Aker Solutions ASA Provides Earnings Guidance for the Year 2023Aker Solutions ASA provided earnings guidance for the year 2023. For the year, the company expects full-year revenue in 2023 is expected to increase by more than 15% compared to 2022.
Upcoming Dividend • Apr 07Upcoming dividend of kr1.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 24 April 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.2%).
Reported Earnings • Feb 09Full year 2022 earnings released: EPS: kr2.42 (vs kr0.52 in FY 2021)Full year 2022 results: EPS: kr2.42 (up from kr0.52 in FY 2021). Revenue: kr41.4b (up 42% from FY 2021). Net income: kr1.18b (up 364% from FY 2021). Profit margin: 2.8% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08+ 1 more updateAker Solutions ASA Provides Revenue Guidance for 2023Aker Solutions delivered a strong revenue growth of 41% in 2022. Based on secured order backlog and ongoing projects, the company expects full-year revenue in 2023 to be up by around 15%.
Buying Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be kr47.68, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Buying Opportunity • Jan 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be kr44.87, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.
Board Change • Nov 16No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Oct 28Now 21% undervaluedOver the last 90 days, the stock is up 40%. The fair value is estimated to be kr50.41, 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. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.62 (vs kr0.21 in 3Q 2021)Third quarter 2022 results: EPS: kr0.62 (up from kr0.21 in 3Q 2021). Revenue: kr10.0b (up 37% from 3Q 2021). Net income: kr305.0m (up 193% from 3Q 2021). Profit margin: 3.0% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 19+ 3 more updatesAker Solutions ASA to Report First Half, 2023 Results on Jul 13, 2023Aker Solutions ASA announced that they will report first half, 2023 results on Jul 13, 2023
Recent Insider Transactions • Sep 01Chief Executive Officer recently bought kr377k worth of stockOn the 30th of August, Kjetel Digre bought around 10k shares on-market at roughly kr37.72 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Kjetel's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 22% share price gain to kr33.86, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr60.42 per share.
Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: kr0.55 (vs kr0.12 in 2Q 2021)Second quarter 2022 results: EPS: kr0.55 (up from kr0.12 in 2Q 2021). Revenue: kr10.5b (up 53% from 2Q 2021). Net income: kr269.0m (up 348% from 2Q 2021). Profit margin: 2.6% (up from 0.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.7%, compared to a 1.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr31.11, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr62.22 per share.
Reported Earnings • May 03First quarter 2022 earnings released: EPS: kr0.34 (vs kr0.055 in 1Q 2021)First quarter 2022 results: EPS: kr0.34 (up from kr0.055 in 1Q 2021). Revenue: kr8.29b (up 28% from 1Q 2021). Net income: kr164.0m (up kr137.0m from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsThere are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. 2 experienced directors. No highly experienced directors. No independent directors (11 non-independent directors). Director Birgit Aagaard-Svendsen is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Apr 01Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 21 April 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (4.7%). Lower than average of industry peers (3.5%).
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Net income: kr254.0m (up kr1.79b from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr0.52 (up from kr3.13 loss in FY 2020). Revenue: kr29.5b (up 3.7% from FY 2020). Net income: kr254.0m (up kr1.79b from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 3.0% growth forecast for the 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 48 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS kr0.21 (vs kr0.75 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr7.31b (up 33% from 3Q 2020). Net income: kr104.0m (down 49% from 3Q 2020). Profit margin: 1.4% (down from 3.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • May 23Insider recently bought kr421k worth of stockOn the 20th of May, Sturla Magnus bought around 29k shares on-market at roughly kr14.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.4m more in shares than they have sold in the last 12 months.