View Past PerformanceHalma バランスシートの健全性財務の健全性 基準チェック /56Halmaの総株主資本は£2.0B 、総負債は£753.9Mで、負債比率は37.9%となります。総資産と総負債はそれぞれ£3.3Bと£1.4Bです。 Halmaの EBIT は£489.1Mで、利息カバレッジ比率19です。現金および短期投資は£222.9Mです。主要情報37.92%負債資本比率UK£753.90m負債インタレスト・カバレッジ・レシオ19x現金UK£222.90mエクイティUK£1.99b負債合計UK£1.35b総資産UK£3.34b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • 45mHalma plc Announces Management ChangesHalma PLC announced that Constance Baroudel, Environmental & Analysis Sector Chief Executive, would leave Halma at the end of August 2026 to become Chief Executive of Spectris Ltd. Steve Brown, currently Healthcare Sector Chief Executive, would succeed Constance Baroudel as Environmental & Analysis Sector Chief Executive from September 1, 2026. As part of this succession, Bill Stoval, currently a Healthcare Sector Divisional Chief Executive, would be promoted to Healthcare Sector Chief Executive and become a member of the Executive Board. Steve Brown was appointed to the Executive Board in November 2021. He is an experienced Halma leader, having driven success in the business for more than ten years across different roles in all three sectors. Steve has a strong track record of building high-performing teams and delivering organic and acquisition growth. Prior to his appointment as Healthcare Sector Chief Executive, Steve was Divisional Chief Executive of Halma's Environmental & Analysis Sector, Divisional Chief Executive for the Safety Sector and Managing Director of Apollo, one of Halma's largest companies. Steve joined Halma in 2015 from US global industrial company ITW. He holds a Masters in Engineering from the University of Cambridge. Bill Stoval is a Divisional Chief Executive in Halma's Healthcare Sector. In his role, Bill chairs the boards of several of Halma's healthcare companies and is responsible for delivering both organic growth and acquisitions. He joined Halma in 2019 following a career spanning over twenty years in the healthcare and technology sectors, including senior roles at major global companies including GE Healthcare and IBM Watson Health where he built and led businesses. Bill brings strong leadership, strategic, operational and entrepreneurial skills and has delivered an impressive track record of organic and acquisition growth at Halma. He holds a Computer Engineering degree from the University of Notre Dame and a Masters in Electrical Engineering from Marquette University, as well as an MBA from the Kellogg School of Management at Northwestern University.お知らせ • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.お知らせ • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.お知らせ • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026お知らせ • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025お知らせ • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026お知らせ • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.お知らせ • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.お知らせ • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026お知らせ • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.お知らせ • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.お知らせ • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.お知らせ • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.お知らせ • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024お知らせ • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.お知らせ • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.お知らせ • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.お知らせ • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.お知らせ • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.お知らせ • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.お知らせ • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.6%).お知らせ • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.お知らせ • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.お知らせ • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.5%).Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.お知らせ • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.お知らせ • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Upcoming Dividend • Dec 16Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.6%).お知らせ • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 8.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 17Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.1%).Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Sep 24Group Talent recently sold UK£314k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly UK£31.37 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Executive Departure • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (UK£714k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (UK£59k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 06New 90-day low: UK£22.31The company is down 1.0% from its price of UK£22.62 on 04 December 2020. The British market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.08 per share.Is New 90 Day High Low • Jan 05New 90-day high: UK£25.35The company is up 7.0% from its price of UK£23.74 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.71 per share.財務状況分析短期負債: HLMALの 短期資産 ( £1.1B ) が 短期負債 ( £489.0M ) を超えています。長期負債: HLMALの短期資産 ( £1.1B ) が 長期負債 ( £863.5M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: HLMALの 純負債対資本比率 ( 26.7% ) は 満足できる 水準であると考えられます。負債の削減: HLMALの負債対資本比率は、過去 5 年間で33.5%から37.9%に増加しました。債務返済能力: HLMALの負債は 営業キャッシュフロー によって 十分にカバー されています ( 65.3% )。インタレストカバレッジ: HLMALの負債に対する 利息支払い は EBIT ( 19 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/05/27 08:16終値2026/05/27 00:00収益2025/09/30年間収益2025/03/31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Halma plc 14 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。31 アナリスト機関Richard PaigeBarclaysJonathan HurnBarclaysAndrew SimmsBerenberg28 その他のアナリストを表示
お知らせ • 45mHalma plc Announces Management ChangesHalma PLC announced that Constance Baroudel, Environmental & Analysis Sector Chief Executive, would leave Halma at the end of August 2026 to become Chief Executive of Spectris Ltd. Steve Brown, currently Healthcare Sector Chief Executive, would succeed Constance Baroudel as Environmental & Analysis Sector Chief Executive from September 1, 2026. As part of this succession, Bill Stoval, currently a Healthcare Sector Divisional Chief Executive, would be promoted to Healthcare Sector Chief Executive and become a member of the Executive Board. Steve Brown was appointed to the Executive Board in November 2021. He is an experienced Halma leader, having driven success in the business for more than ten years across different roles in all three sectors. Steve has a strong track record of building high-performing teams and delivering organic and acquisition growth. Prior to his appointment as Healthcare Sector Chief Executive, Steve was Divisional Chief Executive of Halma's Environmental & Analysis Sector, Divisional Chief Executive for the Safety Sector and Managing Director of Apollo, one of Halma's largest companies. Steve joined Halma in 2015 from US global industrial company ITW. He holds a Masters in Engineering from the University of Cambridge. Bill Stoval is a Divisional Chief Executive in Halma's Healthcare Sector. In his role, Bill chairs the boards of several of Halma's healthcare companies and is responsible for delivering both organic growth and acquisitions. He joined Halma in 2019 following a career spanning over twenty years in the healthcare and technology sectors, including senior roles at major global companies including GE Healthcare and IBM Watson Health where he built and led businesses. Bill brings strong leadership, strategic, operational and entrepreneurial skills and has delivered an impressive track record of organic and acquisition growth at Halma. He holds a Computer Engineering degree from the University of Notre Dame and a Masters in Electrical Engineering from Marquette University, as well as an MBA from the Kellogg School of Management at Northwestern University.
お知らせ • Jan 10Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million.Halma plc (LSE:HLMA) acquired Safetec Srl for €72.5 million on January 9, 2026. The cash consideration for Safetec is €72.5 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Safetec will be a standalone company within Halma's Safety Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Safetec Srl on January 9, 2026.
お知らせ • Dec 06Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million.Halma plc (LSE:HLMA) acquired European Safety Systems Limited for £230 million on December 5, 2025. A cash consideration of £230 million will be paid by Halma plc. As part of consideration, £230 million is paid towards common equity of European Safety Systems Limited. The cash consideration for E2S is £230 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Halma plc (LSE:HLMA) completed the acquisition of European Safety Systems Limited on December 5, 2025.
お知らせ • Nov 29Halma plc to Report Q2, 2027 Results on Nov 19, 2026Halma plc announced that they will report Q2, 2027 results at 8:00 AM, GMT Standard Time on Nov 19, 2026
お知らせ • Sep 25Halma plc to Report First Half, 2026 Results on Nov 20, 2025Halma plc announced that they will report first half, 2026 results on Nov 20, 2025
お知らせ • Sep 05Halma plc to Report Fiscal Year 2026 Results on Jun 11, 2026Halma plc announced that they will report fiscal year 2026 results on Jun 11, 2026
お知らせ • Aug 27Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. and others for €150 million.Halma plc (LSE:HLMA) acquired Brownline BV from Mentha Capital B.V. for €150 million on August 26, 2025. The cash consideration for Brownline is €150 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. Brownline will be a standalone company within Halma's Environmental & Analysis Sector, led by its current management team. Brownline's unaudited revenue for the 12 months to 31 March 2025 was €37 million. Martijn Koops, Sibert Meulenbelt, Carlo de Haas and Wouter Abrahams of Lincoln International acted as financial advisor for the shareholders of Brownline BV. Halma plc (LSE:HLMA) completed the acquisition of Brownline BV from Mentha Capital B.V. and others on August 26, 2025.
お知らせ • Jul 28Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA).Saothair Capital Partners, LLC acquired Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025. Following the transaction, AAI will be named Air Products and Controls Inc. McGuireWoods LLP provided legal counsel to Saothair on the transaction. Halma was represented by Nixon Peabody LLP for legal counsel and Houlihan Lokey as financial advisor. Saothair Capital Partners, LLC completed the acquisition of Air Products And Controls, Inc. from Halma plc (LSE:HLMA) on July 28, 2025.
お知らせ • Jun 23Halma plc to Report Fiscal Year 2026 Results on Mar 31, 2026Halma plc announced that they will report fiscal year 2026 results on Mar 31, 2026
お知らせ • Jun 12Halma plc, Annual General Meeting, Jul 24, 2025Halma plc, Annual General Meeting, Jul 24, 2025.
お知らせ • Mar 21Halma Announces the Appointment of Barbara Thoralfsson as an Independent Non-Executive Director, Effective 16 June 2025Halma announced the appointment of Barbara Thoralfsson as an independent non-executive Director, with effect from 16 June 2025. Barbara will also be a member of Halma's Audit, Remuneration and Nomination Committees. Barbara brings extensive international experience from her executive and non-executive positions in public and private companiesacross numerous sectors, including industrial, telecommunications and technology. She is entrepreneurial and deeply passionate about sustainability, having founded Fleming Industrier AS, owner of the largest recycler of plastic waste in the Nordics.Barbara is non-executive Chair at Exclusive Networks SA, where she is leading the sale to a private equity consortium, and previously served as an Industrial Advisor to EQT Private Equity Partners. Following her early careerwithin the FMCG industry in the USA and Scandinavia, Barbara moved into the telecommunications industry, where she served as CEO of NETCOM ASA, Norway's second largest mobile network operator at that time. Her non-executive career spans 20 years and includedTandberg ASA, a leading global supplier of video conferencing systems, Telenor ASA, a leading mobile operator in Scandinavia, Eastern Europe and Asia, Electrolux AB, Cable & Wireless Plc and Colart International Holdings (latterly as Chair). Barbara served as a non-executive director at security services group, G4S plc which was a constituent of the FTSE 250. Barbara serves as a non-executive director on the boards of SCA AB, Hilti AG and Essity AB. She is a member of the Advisory Council for SB1 Markets.
お知らせ • Mar 13Halma plc Reaffirms Earnings Guidance for the Full Year to March 2025Halma plc reaffirmed earnings guidance for the full year to March 2025. Halma plc's guidance for good organic constant currency revenue growth for the full year to March 2025 is unchanged from that given in half year results announcement.
お知らせ • Jan 08+ 1 more updateHalma plc Announces Committee ChangesHalma plc announced that Sharmila Nebhrajani OBE, non-executive director, has assumed the role of Audit Committee Chair with immediate effect, taking over from Carole Cran.
お知らせ • Nov 18Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million.Halma plc (LSE:HLMA) acquired Lamidey Noury Medical for €50 million on November 18, 2024. A cash consideration of €50 million will be paid by Halma plc. As part of consideration, €50 million is paid towards common equity of Lamidey Noury Medical. The cash consideration for Lamidey Noury is €50m, on a cash- and debt-free basis, to be funded from Halma's existing facilities. For the period ending October 31, 2024, Lamidey Noury Medical reported total revenue of €13.6 million. As part of the transaction, Lamidey Noury will be a standalone company within Halma's Healthcare Sector, led by its current management team. Halma plc (LSE:HLMA) completed the acquisition of Lamidey Noury Medical for €50 million on November 18, 2024
お知らせ • Sep 26Halma plc Provides Group Revenue Guidance for the First Half of Ending September 30, 2024 and Full Year Ending March 2025Halma plc provided group revenue guidance for the first half of ending September 30, 2024 and full year ending March 2025. In the first half of the year, the company expects to deliver good organic constant currency revenue growth, supported by Group order intake in the year to date which is ahead of both revenue and the comparable period last year. For the full year to March 2025, the company expects good organic constant currency revenue growth.
お知らせ • Jun 26Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million.Groupe CLAIRE SAS entered into an agreement to acquire HYDREKA SAS from Halma plc (LSE:HLMA) for €8.4 million on May 31, 2024. A cash consideration of €8.4 million will be paid by Groupe CLAIRE SAS. As part of consideration, €8.4 million is paid towards common equity of HYDREKA SAS. For the period ending December 31, 2023, HYDREKA SAS reported total revenue of €9 million. Philippe Schmitt, Alan Granberg and Cory Kenny of EuroConsult Capital, LLC acted as financial advisor for Halma plc.
お知らせ • Jun 15Halma plc, Annual General Meeting, Jul 25, 2024Halma plc, Annual General Meeting, Jul 25, 2024.
お知らせ • Jun 14Halma plc Recommends Final Dividend for the Financial Year Ended March 31, 2024, Payable on 16 August 2024Halma plc announced is recommending a 7% increase in the final dividend to 13.20 pence per share (2023: 12.34 pence per share). If approved at Annual General Meeting, together with the 8.41 pence per share interim dividend, this would result in a total dividend for the year of 21.61 pence (2023: 20.20p), also up 7%, making this the 45th consecutive year of dividend per share growth of 5% or more. The final dividend for the financial year ended March 31, 2024 is subject to approval by shareholders at the Annual General Meeting on 25 July 2024 and, if approved, will be paid on 16 August 2024 to shareholders on the register at 12 July 2024.
お知らせ • May 02Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million.Halma plc (LSE:HLMA) acquired MK Test Systems Ltd. for £44 million on May 1, 2024. The cash consideration for MK Test is £44 million, on a cash- and debt-free basis, to be funded from Halma's existing facilities. MK Test's unaudited revenue for the 12 months to March 2024 was £12.4 million, with Return on Sales substantially above the upper end of Halma's target range of 18-22%. MK Test will be a standalone company within Halma's Safety sector, led by its current management team.Halma plc (LSE:HLMA) completed the acquisition of MK Test Systems Ltd. on May 1, 2024.
お知らせ • Mar 04Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V.Halma plc (LSE:HLMA) acquired Rovers Medical Devices B.V. for €91 million on March 4, 2024. The initial consideration for Rovers is €85 million on a cash- and debt-free basis, which will be paid in cash and funded from Halma's existing facilities. An additional consideration of up to €6 million is payable in cash, based on Rovers' performance in the period to March 31, 2025. Rovers will be a standalone company within Halma's Healthcare sector, led by its current management team. Rovers Medical Devices has reported revenue of €12 million on December 31, 2023. Oliver Hughes, Rachel Farrington and Ollie Hoare of MHP has worked in this transaction. Halma plc (LSE:HLMA) completed the acquisition of Rovers Medical Devices B.V. on March 4, 2024.
お知らせ • Jan 30Halma plc Announces Executive Changes, Effective February 1, 2024; June 7, 2024Halma plc announced the appointment of Giles Kerr as an independent non-executive Director, with effect from 1 February 2024. Giles will also be a member of Halma's Audit, Remuneration and Nomination Committees. Giles brings a wealth of experience gained across a variety of roles in life sciences, technology and industrial businesses. Giles has a particularly strong background in driving strategic business growth as well as extensive M&A experience. He is currently Chair of PayPoint plc and was Senior Independent Director & Audit Committee Chair at Abcam plc, until it was acquired by Danaher in December 2023. His executive career included senior financial roles at Arthur Andersen (leading to his appointment as National Partner), Amersham plc (latterly as Group Finance Director) and as Finance Director at Oxford University Innovation. Since 2007, Giles has held a number of non-executive director roles including Elan Corporation, Victrex plc, BTG plc, Oxford Sciences Innovation plc, Arix Bioscience plc and Senior plc. Roy Twite, non-executive Director, who has served for nine years on the Board, will step down as a Director on 7 June 2024.
お知らせ • Jan 17+ 1 more updateHalma plc to Report Fiscal Year 2024 Results on Jun 13, 2024Halma plc announced that they will report fiscal year 2024 results on Jun 13, 2024
Upcoming Dividend • Dec 14Upcoming dividend of UK£0.084 per share at 0.9% yieldEligible shareholders must have bought the stock before 21 December 2023. Payment date: 02 February 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.6%).
お知らせ • Nov 22Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million.Halma plc (LSE:HLMA) acquired TeDan Surgical Innovations, Inc. for $100 Million on November 20, 2023. The initial cash consideration for TeDan is US$89.1m (approximately £72m), on a cash- and debt-free basis. An additional earn-out consideration of up to US$10.9m (approximately £9m) is payable in cash, based on TeDan's performance in the period to June 2024. The initial cash consideration will be funded from Halma's existing facilities. TeDan's consolidated unaudited revenue for the 12 months to 31 March 2023 was US$29.2m (approximately £24m). TeDan will be a standalone company in Halma's Healthcare sector, led by its current management team. TeDan team joins Halma.Halma plc (LSE:HLMA) completed the acquisition of TeDan Surgical Innovations, Inc. on November 20, 2023.
Reported Earnings • Nov 19First half 2024 earnings released: EPS: UK£0.31 (vs UK£0.30 in 1H 2023)First half 2024 results: EPS: UK£0.31 (up from UK£0.30 in 1H 2023). Revenue: UK£950.5m (up 8.6% from 1H 2023). Net income: UK£118.5m (up 3.0% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Liam Condon was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 21Halma plc Provides Revenue Guidance for the Full Year Ending March 2024Halma plc provided revenue guidance for the full year to March 2024, for good organic constant currency revenue growth and Return on Sales of approximately 20%, is unchanged from that given in results announcement in June. Accordingly, in the first half of the year, the company expects good organic constant currency revenue growth against a strong comparative period last year, and Return on Sales towards the lower end of the target range.
お知らせ • Aug 05Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million.Halma plc (LSE:HLMA) acquired Lazer Safe Pty Ltd for AUD 45 million on August 4, 2023. Lazer Safe revenue for the 12 months to 31 March 2023 was AUD 21.8 million.Halma plc (LSE:HLMA) completed the acquisition of Lazer Safe Pty Ltd on August 4, 2023.
お知らせ • Jul 25Halma plc Announces Directorate ChangeHalma plc announces the following changes: Appointment of independent non-executive Director: Liam Condon will be appointed as an independent non-executive Director, with effect from 25 September 2023. Liam will also be a member of Halma's Audit, Remuneration and Nomination Committees. Liam brings a wealth of experience gained across a variety of roles, with a strong global background in driving growth and sustainability in the Life Science, Chemical and Energy Transition Industries. He is currently Chief Executive of Johnson Matthey plc and earlier in his career, Liam held senior positions within Bayer AG and Schering AG. Tony Rice has informed the Company that, having served for nearly nine years as a non-executive Director, he will step down from the role of Senior Independent Director on 31 July 2023 and retire as a non-executive Director on 31 December 2023. As part of the Company's succession plans, and following the unanimous support of the Board, Jo Harlow will be appointed as Senior Independent Director with effect from 1 August 2023.
Upcoming Dividend • Jul 06Upcoming dividend of UK£0.12 per share at 0.9% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 18 August 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (1.5%).
Reported Earnings • Jun 17Full year 2023 earnings released: EPS: UK£0.62 (vs UK£0.65 in FY 2022)Full year 2023 results: EPS: UK£0.62 (down from UK£0.65 in FY 2022). Revenue: UK£1.85b (up 22% from FY 2022). Net income: UK£234.5m (down 4.1% from FY 2022). Profit margin: 13% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 15+ 1 more updateHalma plc, Annual General Meeting, Jul 20, 2023Halma plc, Annual General Meeting, Jul 20, 2023. Agenda: To consider final dividend for the financial year ended March 2023.
お知らせ • May 13Halma plc (LSE:HLMA) acquired Sewertronics Sp. Z O.o.Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.Halma plc (LSE:HLMA) completed the acquisition of Sewertronics Sp. Z O.o. on May 12, 2023.
お知らせ • May 06Halma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 millionHalma plc (LSE:HLMA) entered into an agreement to acquire Sewertronics Sp. Z O.o. for €59 million on May 5, 2023. The initial cash consideration for Sewertronics is to be funded from Halma's existing facilities and Additional considerations of up to €18 million will be payable in cash, based on the fulfilment of certain conditions. The Completion of the acquisition is subject to certain closing conditions. Sewertronics will be a standalone company within Halma's Environmental & Analysis sector, and will collaborate with Minicam and Dancutter, existing Halma portfolio companies, who operate in the same end-user markets. Sewertronics' unaudited revenue for the 12 months ended on 31 December 2022 was €8.1 million. The closing of transaction is expected to occur by the end of May 2023.
Upcoming Dividend • Dec 16Upcoming dividend of UK£0.079 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 03 February 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (1.6%).
お知らせ • Dec 06+ 1 more updateHalma plc to Report Fiscal Year 2023 Results on Jun 15, 2023Halma plc announced that they will report fiscal year 2023 results on Jun 15, 2023
Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.30 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.30 (down from UK£0.36 in 1H 2022). Revenue: UK£875.5m (up 19% from 1H 2022). Net income: UK£115.0m (down 15% from 1H 2022). Profit margin: 13% (down from 18% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 18 August 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.65 (vs UK£0.54 in FY 2021)Full year 2022 results: EPS: UK£0.65 (up from UK£0.54 in FY 2021). Revenue: UK£1.53b (up 16% from FY 2021). Net income: UK£244.4m (up 20% from FY 2021). Profit margin: 16% (in line with FY 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 8.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 17Upcoming dividend of UK£0.073 per shareEligible shareholders must have bought the stock before 23 December 2021. Payment date: 04 February 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.1%).
Reported Earnings • Nov 20First half 2022 earnings released: EPS UK£0.36 (vs UK£0.20 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£737.2m (up 19% from 1H 2021). Net income: UK£135.8m (up 76% from 1H 2021). Profit margin: 18% (up from 13% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Sep 24Group Talent recently sold UK£314k worth of stockOn the 23rd of September, Jennifer Ward sold around 10k shares on-market at roughly UK£31.37 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Executive Departure • Jul 29Non-Executive Chairman Paul Walker has left the companyOn the 22nd of July, Paul Walker's tenure as Non-Executive Chairman ended after 8.3 years in the role. As of March 2021, Paul still personally held 30.00k shares (UK£714k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 23Independent Non-Executive Director Daniela Soares has left the companyOn the 22nd of July, Daniela Soares' tenure as Independent Non-Executive Director ended after 9.7 years in the role. As of March 2021, Daniela still personally held 2.47k shares (UK£59k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.46 years.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 12 August 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.0%).
Reported Earnings • Jun 12Full year 2021 earnings released: EPS UK£0.54 (vs UK£0.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£1.32b (down 1.5% from FY 2020). Net income: UK£203.4m (up 10% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 06New 90-day low: UK£22.31The company is down 1.0% from its price of UK£22.62 on 04 December 2020. The British market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.08 per share.
Is New 90 Day High Low • Jan 05New 90-day high: UK£25.35The company is up 7.0% from its price of UK£23.74 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.71 per share.