LANXESS（0H7I）株式概要ランクセス・アクチェンゲゼルシャフト（LANXESS Aktiengesellschaft）は、特殊化学品会社で、化学中間体、添加剤、消費者保護製品の開発、製造、マーケティングを世界中で行っている。 詳細0H7I ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より61.5%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない UK市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る0H7I Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€17.2483.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-951m8b2016201920222025202620282031Revenue €6.4bEarnings €602.9mAdvancedSet Fair ValueView all narrativesLANXESS Aktiengesellschaft 競合他社ElementisSymbol: LSE:ELMMarket cap: UK£846.3mJohnson MattheySymbol: LSE:JMATMarket cap: UK£3.6bCroda InternationalSymbol: LSE:CRDAMarket cap: UK£4.0bRHI MagnesitaSymbol: LSE:RHIMMarket cap: UK£1.3b価格と性能株価の高値、安値、推移の概要LANXESS過去の株価現在の株価€17.2452週高値€27.7652週安値€11.03ベータ1.161ヶ月の変化-4.59%3ヶ月変化-12.44%1年変化-34.40%3年間の変化-50.48%5年間の変化-71.55%IPOからの変化-35.98%最新ニュースUpcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.0%.お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.最新情報をもっと見るRecent updatesUpcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.0%.お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.New Risk • Mar 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.46. The fair value is estimated to be €14.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 15% to €17.70. The fair value is estimated to be €14.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Buy Or Sell Opportunity • Dec 22Now 20% overvaluedOver the last 90 days, the stock has fallen 29% to €17.23. The fair value is estimated to be €14.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.25. The fair value is estimated to be €14.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.Reported Earnings • Nov 07Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 38% 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.Buy Or Sell Opportunity • Nov 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.お知らせ • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).Reported Earnings • May 09First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Chemicals 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 68 percentage points per year, which is a significant difference in performance.お知らせ • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transactionDeclared Dividend • Mar 22Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%.お知らせ • Mar 22LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2025LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.Reported Earnings • Mar 21Full year 2024 earnings released: €2.05 loss per share (vs €9.76 loss in FY 2023)Full year 2024 results: €2.05 loss per share (improved from €9.76 loss in FY 2023). Revenue: €6.37b (down 5.2% from FY 2023). Net loss: €177.0m (loss narrowed 79% from FY 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% decline forecast for the Chemicals 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 84 percentage points per year, which is a significant difference in performance.New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.03x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).お知らせ • Dec 03+ 3 more updatesLANXESS Aktiengesellschaft to Report Q1, 2025 Results on May 08, 2025LANXESS Aktiengesellschaft announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on May 08, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: €0.01 (vs €1.52 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.01 (up from €1.52 loss in 3Q 2023). Revenue: €1.60b (flat on 3Q 2023). Net income: €1.00m (up €132.0m from 3Q 2023). Profit margin: 0.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Chemicals 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 85 percentage points per year, which is a significant difference in performance.お知らせ • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.Reported Earnings • Aug 11Second quarter 2024 earnings released: €0.19 loss per share (vs €1.68 loss in 2Q 2023)Second quarter 2024 results: €0.19 loss per share (improved from €1.68 loss in 2Q 2023). Revenue: €1.68b (down 5.6% from 2Q 2023). Net loss: €16.0m (loss narrowed 89% from 2Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 87 percentage points per year, which is a significant difference in performance.お知らせ • Jul 10LANXESS Aktiengesellschaft Announces Executive ChangesLanxess Corp. announced Simon Berheide as its new regional CFO for North America. Berheide is a 14-year veteran of Lanxess at its global headquarters in Germany and was most recently head of business development and integration as well as head of global controlling and strategy. He'll be in charge of the financial operation of Lanxess' 28 locations in the U.S., Canada and Mexico. He succeeds Christian Meiners, who is returning to Germany after three years in Pittsburgh to work in Lanxess' Advanced Industrial Intermediates. Berheide has moved as of July 1 to the Pittsburgh region with his family, and he is working with Lanxess' new president and CEO, Frederique van Baarle. Van Baarle took over in October. Berheide, fluent in German and English, had been in a dual degree training program at Bayer and also had an MBA at IE Business School in Spain and the Stern School of Business at New York University.Upcoming Dividend • May 20Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.9%).Reported Earnings • May 08First quarter 2024 earnings released: €1.13 loss per share (vs €0.12 profit in 1Q 2023)First quarter 2024 results: €1.13 loss per share (down from €0.12 profit in 1Q 2023). Revenue: €1.61b (down 15% from 1Q 2023). Net loss: €98.0m (down €108.0m from profit in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Chemicals 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 99 percentage points per year, which is a significant difference in performance.Declared Dividend • Apr 14Dividend reduced to €0.10Dividend of €0.10 is 90% lower than last year. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.0%.Reported Earnings • Mar 17Full year 2023 earnings released: €9.76 loss per share (vs €2.13 profit in FY 2022)Full year 2023 results: €9.76 loss per share (down from €2.13 profit in FY 2022). Revenue: €6.71b (down 17% from FY 2022). Net loss: €843.0m (down €1.03b from profit in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals 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 89 percentage points per year, which is a significant difference in performance.お知らせ • Jan 16Lanxess Reportedly Seeks to Sell Polyurethane OpsLANXESS Aktiengesellschaft (XTRA:LXS) has initiated a process to sell its polyurethane business, which could be valued at between EUR 500 million (USD 547.2 million) and EUR 600 million, German paper Handelsblatt reported on January 15, 2024. The company has engaged Deutsche Bank to search for a buyer, Handelsblatt said, citing people familiar with the matter. Chemical companies such as Evonik Industries AG (XTRA:EVK), Stockmeier, or Plixxent, are considered possible interested parties. With the sale, Lanxess aims to completely exit the plastics market as the company has transformed into a producer of ingredients for food, cosmetics, and pharmaceuticals.New Risk • Dec 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% 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 Interest payments are not well covered by earnings (0.2x net interest cover). Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future.New Risk • Nov 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.9% 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 Interest payments are not well covered by earnings (0.2x net interest cover). Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Minor Risk Paying a dividend despite being loss-making.Reported Earnings • Nov 09Third quarter 2023 earnings released: €1.52 loss per share (vs €0.97 profit in 3Q 2022)Third quarter 2023 results: €1.52 loss per share (down from €0.97 profit in 3Q 2022). Revenue: €1.60b (down 27% from 3Q 2022). Net loss: €131.0m (down 256% from profit in 3Q 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 78 percentage points per year, which is a significant difference in performance.お知らせ • Nov 07LANXESS Aktiengesellschaft Proposes Dividend for the Fiscal Year 2023LANXESS Aktiengesellschaft proposed dividend of EUR 0.10 for the Fiscal Year 2023.お知らせ • Oct 28+ 4 more updatesLANXESS Aktiengesellschaft to Report Q1, 2024 Results on May 08, 2024LANXESS Aktiengesellschaft announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Sep 18LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.New Risk • Aug 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 283% Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283%Buying Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €36.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.78b (down 11% from 2Q 2022). Net loss: €145.0m (down 402% from profit in 2Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 61 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jun 21Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €39.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €26.77, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.82 per share.Upcoming Dividend • May 18Upcoming dividend of €1.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 97%. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €43.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.Reported Earnings • May 11First quarter 2023 earnings released: EPS: €0.12 (vs €0.76 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.76 in 1Q 2022). Revenue: €1.90b (down 1.7% from 1Q 2022). Net income: €10.0m (down 85% from 1Q 2022). Profit margin: 0.5% (down from 3.4% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% 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.Buying Opportunity • Apr 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €47.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.13 (vs €2.54 in FY 2021)Full year 2022 results: EPS: €2.13 (down from €2.54 in FY 2021). Revenue: €8.09b (up 7.0% from FY 2021). Net income: €184.0m (down 16% from FY 2021). Profit margin: 2.3% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €54.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to €43.43, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.54 per share.Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.97 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.97 (up from €0.46 in 3Q 2021). Revenue: €2.19b (up 38% from 3Q 2021). Net income: €84.0m (up 110% from 3Q 2021). Profit margin: 3.8% (up from 2.5% in 3Q 2021). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.56 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.56 (up from €0.54 in 2Q 2021). Revenue: €2.00b (up 36% from 2Q 2021). Net income: €48.0m (up 2.1% from 2Q 2021). Profit margin: 2.4% (down from 3.2% in 2Q 2021). Over the next year, revenue is expected to shrink by 8.4% compared to a 21% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €38.27, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €25.64 per share.お知らせ • Jun 11+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2023 Results on Nov 08, 2023LANXESS Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 08, 2023Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to €43.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 1.8% over the past three years.Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (4.8%). In line with average of industry peers (2.8%).Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.13 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €1.13 (up from €0.73 in 1Q 2021). Revenue: €2.43b (up 44% from 1Q 2021). Net income: €98.0m (up 56% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). Over the next year, revenue is forecast to grow 6.9% compared to a 17% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €7.56b (up 24% from FY 2020). Net income: €219.0m (down 75% from FY 2020). Profit margin: 2.9% (down from 15% in FY 2020). Revenue exceeded analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 9.4% compared to a 12% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to €42.41, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €43.83, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 2.9% over the past three years.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.89 (vs €9.32 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.83b (up 28% from 2Q 2020). Net income: €77.0m (down 90% from 2Q 2020). Profit margin: 4.2% (down from 56% in 2Q 2020). 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 4% per year, which means it is significantly lagging earnings.Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.69b (flat on 1Q 2020). Net income: €63.0m (down 3.1% from 1Q 2020). Profit margin: 3.7% (down from 3.8% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (1.6%).Reported Earnings • Mar 12Full year 2020 earnings released: EPS €10.30 (vs €2.89 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €6.10b (down 10% from FY 2019). Net income: €892.0m (up 250% from FY 2019). Profit margin: 15% (up from 3.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.7% compared to a 8.5% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Mar 09New 90-day high: €66.53The company is up 7.0% from its price of €62.22 on 09 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.90 per share.Is New 90 Day High Low • Jan 14New 90-day high: €64.13The company is up 27% from its price of €50.44 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.27 per share.Is New 90 Day High Low • Dec 29New 90-day high: €63.98The company is up 31% from its price of €48.95 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.55 per share.Is New 90 Day High Low • Dec 08New 90-day high: €60.82The company is up 21% from its price of €50.42 on 09 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.25 per share.Is New 90 Day High Low • Nov 16New 90-day high: €53.32The company is up 11% from its price of €48.08 on 18 August 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.35 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.30The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.46b (down 18% from 3Q 2019). Net income: €26.0m (down 62% from 3Q 2019). Profit margin: 1.8% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2% compared to a 14% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Oct 29New 90-day low: €43.46The company is down 3.0% from its price of €44.77 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.48 per share.株主還元0H7IGB ChemicalsGB 市場7D-8.3%1.3%0.3%1Y-34.4%3.1%18.8%株主還元を見る業界別リターン: 0H7I過去 1 年間で3.1 % の収益を上げたUK Chemicals業界を下回りました。リターン対市場: 0H7Iは、過去 1 年間で18.8 % のリターンを上げたUK市場を下回りました。価格変動Is 0H7I's price volatile compared to industry and market?0H7I volatility0H7I Average Weekly Movement11.0%Chemicals Industry Average Movement8.0%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0H7Iの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 0H7Iの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト186311,630Matthias Zachertlanxess.comランクセス・アクチェンゲゼルシャフト（LANXESS Aktiengesellschaft）は、特殊化学品会社で、化学中間体、添加剤、消費者保護製品の開発、製造、マーケティングを世界中で行っています。3つのセグメントで事業を展開しています：消費者保護、特殊添加物、先端中間体。同社は、素材保護製品、殺菌・衛生・防腐剤ソリューション、香料、水やその他の液体処理用の液体浄化技術、農薬・医薬品・特殊化学品業界向けの前駆体・中間体を提供している。また、添加剤、潤滑剤、難燃剤、可塑剤、臭素誘導体などをゴム、プラスチック、塗料、電気・電子、建設業界向けに提供している。また、基礎化学品、精密化学品、有機金属化合物、建材着色用の無機顔料、塗料やコーティング剤も提供している。エネルギー、天然資源、工業用途、栄養、健康、消費財、農業、動物用医薬品、建設、化学品、モビリティの各産業に製品を供給しています。ランクセス・アクチェンゲゼルシャフトは1863年に設立され、ドイツのケルンに本社を置いています。もっと見るLANXESS Aktiengesellschaft 基礎のまとめLANXESS の収益と売上を時価総額と比較するとどうか。0H7I 基礎統計学時価総額€1.49b収益（TTM）-€661.00m売上高(TTM)€5.45b0.3xP/Sレシオ-2.3xPER（株価収益率0H7I 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0H7I 損益計算書（TTM）収益€5.45b売上原価€4.38b売上総利益€1.07bその他の費用€1.73b収益-€661.00m直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）-7.66グロス・マージン19.65%純利益率-12.13%有利子負債／自己資本比率71.7%0H7I 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0.6%現在の配当利回り-1%配当性向0H7I 配当は確実ですか？0H7I 配当履歴とベンチマークを見る0H7I 、いつまでに購入すれば配当金を受け取れますか？LANXESS 配当日配当落ち日May 22 2026配当支払日May 27 2026配当落ちまでの日数0 days配当支払日までの日数5 days0H7I 配当は確実ですか？0H7I 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 07:01終値2026/05/21 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LANXESS Aktiengesellschaft 15 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。35 アナリスト機関James KnightBarclaysAnil ShenoyBarclaysAndres Castanos-MollorBerenberg32 その他のアナリストを表示
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).
Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.0%.
お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.9%).
Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.0%.
お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year whereas the company’s share price has fallen by 31% per year.
New Risk • Mar 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.46. The fair value is estimated to be €14.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 15% to €17.70. The fair value is estimated to be €14.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Buy Or Sell Opportunity • Dec 22Now 20% overvaluedOver the last 90 days, the stock has fallen 29% to €17.23. The fair value is estimated to be €14.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.25. The fair value is estimated to be €14.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Nov 07Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 38% 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.
Buy Or Sell Opportunity • Nov 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.
お知らせ • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026
Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.
Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.3%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.3%).
Reported Earnings • May 09First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Chemicals 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 68 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction
Declared Dividend • Mar 22Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 23rd May 2025 Payment date: 27th May 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.0%.
お知らせ • Mar 22LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2025LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2025, ex-date on May 23, 2025 and record date on May 26, 2025.
Reported Earnings • Mar 21Full year 2024 earnings released: €2.05 loss per share (vs €9.76 loss in FY 2023)Full year 2024 results: €2.05 loss per share (improved from €9.76 loss in FY 2023). Revenue: €6.37b (down 5.2% from FY 2023). Net loss: €177.0m (loss narrowed 79% from FY 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% decline forecast for the Chemicals 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 84 percentage points per year, which is a significant difference in performance.
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.03x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
お知らせ • Dec 03+ 3 more updatesLANXESS Aktiengesellschaft to Report Q1, 2025 Results on May 08, 2025LANXESS Aktiengesellschaft announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on May 08, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: €0.01 (vs €1.52 loss in 3Q 2023)Third quarter 2024 results: EPS: €0.01 (up from €1.52 loss in 3Q 2023). Revenue: €1.60b (flat on 3Q 2023). Net income: €1.00m (up €132.0m from 3Q 2023). Profit margin: 0.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Chemicals 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 85 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.
Reported Earnings • Aug 11Second quarter 2024 earnings released: €0.19 loss per share (vs €1.68 loss in 2Q 2023)Second quarter 2024 results: €0.19 loss per share (improved from €1.68 loss in 2Q 2023). Revenue: €1.68b (down 5.6% from 2Q 2023). Net loss: €16.0m (loss narrowed 89% from 2Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 87 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 10LANXESS Aktiengesellschaft Announces Executive ChangesLanxess Corp. announced Simon Berheide as its new regional CFO for North America. Berheide is a 14-year veteran of Lanxess at its global headquarters in Germany and was most recently head of business development and integration as well as head of global controlling and strategy. He'll be in charge of the financial operation of Lanxess' 28 locations in the U.S., Canada and Mexico. He succeeds Christian Meiners, who is returning to Germany after three years in Pittsburgh to work in Lanxess' Advanced Industrial Intermediates. Berheide has moved as of July 1 to the Pittsburgh region with his family, and he is working with Lanxess' new president and CEO, Frederique van Baarle. Van Baarle took over in October. Berheide, fluent in German and English, had been in a dual degree training program at Bayer and also had an MBA at IE Business School in Spain and the Stern School of Business at New York University.
Upcoming Dividend • May 20Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 29 May 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.9%).
Reported Earnings • May 08First quarter 2024 earnings released: €1.13 loss per share (vs €0.12 profit in 1Q 2023)First quarter 2024 results: €1.13 loss per share (down from €0.12 profit in 1Q 2023). Revenue: €1.61b (down 15% from 1Q 2023). Net loss: €98.0m (down €108.0m from profit in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Chemicals 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 99 percentage points per year, which is a significant difference in performance.
Declared Dividend • Apr 14Dividend reduced to €0.10Dividend of €0.10 is 90% lower than last year. Ex-date: 27th May 2024 Payment date: 29th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.0%.
Reported Earnings • Mar 17Full year 2023 earnings released: €9.76 loss per share (vs €2.13 profit in FY 2022)Full year 2023 results: €9.76 loss per share (down from €2.13 profit in FY 2022). Revenue: €6.71b (down 17% from FY 2022). Net loss: €843.0m (down €1.03b from profit in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals 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 89 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 16Lanxess Reportedly Seeks to Sell Polyurethane OpsLANXESS Aktiengesellschaft (XTRA:LXS) has initiated a process to sell its polyurethane business, which could be valued at between EUR 500 million (USD 547.2 million) and EUR 600 million, German paper Handelsblatt reported on January 15, 2024. The company has engaged Deutsche Bank to search for a buyer, Handelsblatt said, citing people familiar with the matter. Chemical companies such as Evonik Industries AG (XTRA:EVK), Stockmeier, or Plixxent, are considered possible interested parties. With the sale, Lanxess aims to completely exit the plastics market as the company has transformed into a producer of ingredients for food, cosmetics, and pharmaceuticals.
New Risk • Dec 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% 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 Interest payments are not well covered by earnings (0.2x net interest cover). Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future.
New Risk • Nov 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.9% 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 Interest payments are not well covered by earnings (0.2x net interest cover). Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Minor Risk Paying a dividend despite being loss-making.
Reported Earnings • Nov 09Third quarter 2023 earnings released: €1.52 loss per share (vs €0.97 profit in 3Q 2022)Third quarter 2023 results: €1.52 loss per share (down from €0.97 profit in 3Q 2022). Revenue: €1.60b (down 27% from 3Q 2022). Net loss: €131.0m (down 256% from profit in 3Q 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 78 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 07LANXESS Aktiengesellschaft Proposes Dividend for the Fiscal Year 2023LANXESS Aktiengesellschaft proposed dividend of EUR 0.10 for the Fiscal Year 2023.
お知らせ • Oct 28+ 4 more updatesLANXESS Aktiengesellschaft to Report Q1, 2024 Results on May 08, 2024LANXESS Aktiengesellschaft announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Sep 18LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)LANXESS Aktiengesellschaft(XTRA:LXS) dropped from FTSE All-World Index (USD)
New Risk • Sep 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283% Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future.
New Risk • Aug 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. Cash payout ratio: 283% Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 283%
Buying Opportunity • Aug 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €36.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 05Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.78b (down 11% from 2Q 2022). Net loss: €145.0m (down 402% from profit in 2Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals 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 61 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jun 21Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €39.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 56%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €26.77, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.82 per share.
Upcoming Dividend • May 18Upcoming dividend of €1.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 30 May 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 97%. Trailing yield: 3.0%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).
Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €43.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
Reported Earnings • May 11First quarter 2023 earnings released: EPS: €0.12 (vs €0.76 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.76 in 1Q 2022). Revenue: €1.90b (down 1.7% from 1Q 2022). Net income: €10.0m (down 85% from 1Q 2022). Profit margin: 0.5% (down from 3.4% in 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% 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.
Buying Opportunity • Apr 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €47.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.13 (vs €2.54 in FY 2021)Full year 2022 results: EPS: €2.13 (down from €2.54 in FY 2021). Revenue: €8.09b (up 7.0% from FY 2021). Net income: €184.0m (down 16% from FY 2021). Profit margin: 2.3% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €54.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 21%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to €43.43, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.54 per share.
Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.97 (vs €0.46 in 3Q 2021)Third quarter 2022 results: EPS: €0.97 (up from €0.46 in 3Q 2021). Revenue: €2.19b (up 38% from 3Q 2021). Net income: €84.0m (up 110% from 3Q 2021). Profit margin: 3.8% (up from 2.5% in 3Q 2021). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: €0.56 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.56 (up from €0.54 in 2Q 2021). Revenue: €2.00b (up 36% from 2Q 2021). Net income: €48.0m (up 2.1% from 2Q 2021). Profit margin: 2.4% (down from 3.2% in 2Q 2021). Over the next year, revenue is expected to shrink by 8.4% compared to a 21% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 11% per year.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €38.27, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €25.64 per share.
お知らせ • Jun 11+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2023 Results on Nov 08, 2023LANXESS Aktiengesellschaft announced that they will report Q3, 2023 results on Nov 08, 2023
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 19% share price gain to €43.21, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 1.8% over the past three years.
Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (4.8%). In line with average of industry peers (2.8%).
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €1.13 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €1.13 (up from €0.73 in 1Q 2021). Revenue: €2.43b (up 44% from 1Q 2021). Net income: €98.0m (up 56% from 1Q 2021). Profit margin: 4.0% (up from 3.7% in 1Q 2021). Over the next year, revenue is forecast to grow 6.9% compared to a 17% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €7.56b (up 24% from FY 2020). Net income: €219.0m (down 75% from FY 2020). Profit margin: 2.9% (down from 15% in FY 2020). Revenue exceeded analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 9.4% compared to a 12% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to €42.41, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €43.83, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 2.9% over the past three years.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS €0.89 (vs €9.32 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.83b (up 28% from 2Q 2020). Net income: €77.0m (down 90% from 2Q 2020). Profit margin: 4.2% (down from 56% in 2Q 2020). 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 4% per year, which means it is significantly lagging earnings.
Reported Earnings • May 13First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €1.69b (flat on 1Q 2020). Net income: €63.0m (down 3.1% from 1Q 2020). Profit margin: 3.7% (down from 3.8% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 24 May 2021. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (1.6%).
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €10.30 (vs €2.89 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: €6.10b (down 10% from FY 2019). Net income: €892.0m (up 250% from FY 2019). Profit margin: 15% (up from 3.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 5.7% compared to a 8.5% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Mar 09New 90-day high: €66.53The company is up 7.0% from its price of €62.22 on 09 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.90 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €64.13The company is up 27% from its price of €50.44 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.27 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €63.98The company is up 31% from its price of €48.95 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.55 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €60.82The company is up 21% from its price of €50.42 on 09 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.25 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €53.32The company is up 11% from its price of €48.08 on 18 August 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €63.35 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €0.30The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.46b (down 18% from 3Q 2019). Net income: €26.0m (down 62% from 3Q 2019). Profit margin: 1.8% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2% compared to a 14% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Oct 29New 90-day low: €43.46The company is down 3.0% from its price of €44.77 on 30 July 2020. The British market is down 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.48 per share.
