View Future GrowthLEM Holding 過去の業績過去 基準チェック /46LEM Holdingの収益は年間平均-32.6%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間11% 4.7%割合で 減少しています。 LEM Holdingの自己資本利益率は12.6%であり、純利益率は5.7%です。主要情報-32.57%収益成長率-35.83%EPS成長率Electronic 業界の成長5.51%収益成長率-4.69%株主資本利益率12.58%ネット・マージン5.71%次回の業績アップデート10 Nov 2026最近の業績更新Reported Earnings • Jul 28First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: CHF7.98. Revenue: CHF85.1m (up 12% from 1Q 2026). Net income: CHF9.08m (up 357% from 1Q 2026). Profit margin: 11% (up from 2.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic 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 42 percentage points per year, which is a significant difference in performance.お知らせ • May 27+ 3 more updatesLEM Holding SA to Report First Half, 2027 Results on Nov 10, 2026LEM Holding SA announced that they will report first half, 2027 results on Nov 10, 2026Reported Earnings • May 26Full year 2026 earnings releasedFull year 2026 results: Revenue: CHF287.7m (down 6.3% from FY 2025). Net income: CHF9.90m (up 18% from FY 2025). Profit margin: 3.4% (up from 2.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Jun 25+ 3 more updatesLEM Holding SA to Report Nine Months, 2026 Results on Feb 06, 2026LEM Holding SA announced that they will report nine months, 2026 results on Feb 06, 2026お知らせ • May 29+ 2 more updatesLEM Holding SA to Report Nine Months, 2025 Results on Feb 07, 2025LEM Holding SA announced that they will report nine months, 2025 results on Feb 07, 2025お知らせ • Feb 02LEM Holding SA to Report Q1, 2025 Results on Jul 26, 2024LEM Holding SA announced that they will report Q1, 2025 results on Jul 26, 2024すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CHF549, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF486 per share.Reported Earnings • Jul 28First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: CHF7.98. Revenue: CHF85.1m (up 12% from 1Q 2026). Net income: CHF9.08m (up 357% from 1Q 2026). Profit margin: 11% (up from 2.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic 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 42 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CHF388. The fair value is estimated to be CHF492, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 73%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Buy Or Sell Opportunity • Jul 08Now 22% undervaluedOver the last 90 days, the stock has risen 32% to CHF400. The fair value is estimated to be CHF511, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 73%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • Jun 04LEM Holding SA, Annual General Meeting, Jun 25, 2026LEM Holding SA, Annual General Meeting, Jun 25, 2026, at 15:30 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CHF483, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF517 per share.Buy Or Sell Opportunity • May 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to CHF444. The fair value is estimated to be CHF364, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.お知らせ • May 27+ 3 more updatesLEM Holding SA to Report First Half, 2027 Results on Nov 10, 2026LEM Holding SA announced that they will report first half, 2027 results on Nov 10, 2026Reported Earnings • May 26Full year 2026 earnings releasedFull year 2026 results: Revenue: CHF287.7m (down 6.3% from FY 2025). Net income: CHF9.90m (up 18% from FY 2025). Profit margin: 3.4% (up from 2.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom.New Risk • May 26New 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 9.6% 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: Minor Risks High level of debt (87% net debt to equity). Share price has been volatile over the past 3 months (9.6% average weekly change).Board Change • May 21No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Libo Zhang was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 07LEM Holding SA Raises Earnings Guidance for the Year 2026LEM Holding SA raised earnings guidance for the year 2026. For the year, the company raises its expectations for sales in the range of CHF 275 million to CHF 290 million (lifted from CHF 265 million to CHF 290 million in HY 2025/26) and targets high single-digit EBIT margin for the full year 2025/26, capitalizing on enhanced operational structure and efficiency gains. Product launches are anticipated to accelerate growth momentum overtime.お知らせ • Jun 25+ 3 more updatesLEM Holding SA to Report Nine Months, 2026 Results on Feb 06, 2026LEM Holding SA announced that they will report nine months, 2026 results on Feb 06, 2026お知らせ • Jun 05LEM Holding SA, Annual General Meeting, Jun 26, 2025LEM Holding SA, Annual General Meeting, Jun 26, 2025, at 15:30 W. Europe Standard Time. Location: geneve Switzerlandお知らせ • Feb 09+ 1 more updateLEM Holding SA Announces Appointment of Sylvain Lieb as Senior Vice President People and Sustainability and Announces Executive Committee ChangesLEM Holding SA announced that Antoine Chulia will be joining the LEM Executive Committee as Chief Financial Officer effective 1 May 2025. Antoine spent the past two years as CFO of Britax. Before that, Antoine held several senior finance positions in the energy, automation and electronics industries, at Schneider Electric, Toshiba and the global healthcare company Medline Industries. The Executive Committee will thus comprise Frank Rehfeld, CEO, Antoine Chulia, CFO, John Mcluskie, SVP Asia, Verena Vescoli, Chief Technology Officer and Uwe Gerber, SVP Operations. Rodolphe Boschet, previously Chief People and Sustainability Officer, is leaving the Executive Committee to take the lead in implementing the "Fit for Growth program". Sylvain Lieb is appointed Senior Vice President People and Sustainability, reporting to Frank Rehfeld, effective 5 May 2025. Sylvain Lieb joins LEM from Bobst, where he has held the roles of Chief Human Resources Officer and Head of Corporate Sustainability.お知らせ • May 29+ 2 more updatesLEM Holding SA to Report Nine Months, 2025 Results on Feb 07, 2025LEM Holding SA announced that they will report nine months, 2025 results on Feb 07, 2025Board Change • Mar 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. No independent directors (6 non-independent directors). Director François Gabella was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Feb 02LEM Holding SA to Report Q1, 2025 Results on Jul 26, 2024LEM Holding SA announced that they will report Q1, 2025 results on Jul 26, 2024お知らせ • May 25+ 1 more updateLEM Holding SA to Report Fiscal Year 2024 Results on May 28, 2024LEM Holding SA announced that they will report fiscal year 2024 results on May 28, 2024収支内訳LEM Holding の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BATS-CHIXE:LEHNZ 収益、費用、利益 ( )CHF Millions日付収益収益G+A経費研究開発費30 Jun 2629717612531 Mar 2628810622731 Dec 252948642930 Sep 252997663130 Jun 253026683431 Mar 253078713531 Dec 2432022743530 Sep 2433931763430 Jun 2437450763531 Mar 2440665743431 Dec 2342175723330 Sep 2343284723330 Jun 2342881703231 Mar 2340675683231 Dec 2239974602930 Sep 2238872633130 Jun 2237170613031 Mar 2237372602931 Dec 2135873532830 Sep 2134167563030 Jun 2132062532931 Mar 2130156532831 Dec 2029045522630 Sep 2029359532730 Jun 2030058552831 Mar 2030861572831 Dec 1931265542930 Sep 1931250542930 Jun 1931653542831 Mar 1932252542831 Dec 1832154572730 Sep 1831855562430 Jun 1831354562331 Mar 1830154552131 Dec 1729250521630 Sep 1728449531830 Jun 1727447531731 Mar 1726545521631 Dec 1626145531530 Sep 1626346511530 Jun 1626745531531 Mar 1626143531531 Dec 1526041531530 Sep 15258415315質の高い収益: LEHNZは 高品質の収益 を持っています。利益率の向上: LEHNZの現在の純利益率 (5.7%)は、昨年(1.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: LEHNZの収益は過去 5 年間で年間32.6%減少しました。成長の加速: LEHNZの過去 1 年間の収益成長率 ( 202.6% ) は、5 年間の平均 ( 年間-32.6%を上回っています。収益対業界: LEHNZの過去 1 年間の収益成長率 ( 202.6% ) はElectronic業界21.1%を上回りました。株主資本利益率高いROE: LEHNZの 自己資本利益率 ( 12.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 16:03終値2026/08/07 00:00収益2026/06/30年間収益2026/03/31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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LEM Holding SA 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Gerhard OrgonasBerenbergLucas GlemserBerenbergReto HuberResearch Partners AG3 その他のアナリストを表示
Reported Earnings • Jul 28First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: CHF7.98. Revenue: CHF85.1m (up 12% from 1Q 2026). Net income: CHF9.08m (up 357% from 1Q 2026). Profit margin: 11% (up from 2.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic 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 42 percentage points per year, which is a significant difference in performance.
お知らせ • May 27+ 3 more updatesLEM Holding SA to Report First Half, 2027 Results on Nov 10, 2026LEM Holding SA announced that they will report first half, 2027 results on Nov 10, 2026
Reported Earnings • May 26Full year 2026 earnings releasedFull year 2026 results: Revenue: CHF287.7m (down 6.3% from FY 2025). Net income: CHF9.90m (up 18% from FY 2025). Profit margin: 3.4% (up from 2.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Jun 25+ 3 more updatesLEM Holding SA to Report Nine Months, 2026 Results on Feb 06, 2026LEM Holding SA announced that they will report nine months, 2026 results on Feb 06, 2026
お知らせ • May 29+ 2 more updatesLEM Holding SA to Report Nine Months, 2025 Results on Feb 07, 2025LEM Holding SA announced that they will report nine months, 2025 results on Feb 07, 2025
お知らせ • Feb 02LEM Holding SA to Report Q1, 2025 Results on Jul 26, 2024LEM Holding SA announced that they will report Q1, 2025 results on Jul 26, 2024
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CHF549, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF486 per share.
Reported Earnings • Jul 28First quarter 2027 earnings releasedFirst quarter 2027 results: EPS: CHF7.98. Revenue: CHF85.1m (up 12% from 1Q 2026). Net income: CHF9.08m (up 357% from 1Q 2026). Profit margin: 11% (up from 2.6% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic 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 42 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock has risen 24% to CHF388. The fair value is estimated to be CHF492, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 73%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Buy Or Sell Opportunity • Jul 08Now 22% undervaluedOver the last 90 days, the stock has risen 32% to CHF400. The fair value is estimated to be CHF511, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 73%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • Jun 04LEM Holding SA, Annual General Meeting, Jun 25, 2026LEM Holding SA, Annual General Meeting, Jun 25, 2026, at 15:30 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CHF483, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF517 per share.
Buy Or Sell Opportunity • May 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to CHF444. The fair value is estimated to be CHF364, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 79%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 36% per annum over the same time period.
お知らせ • May 27+ 3 more updatesLEM Holding SA to Report First Half, 2027 Results on Nov 10, 2026LEM Holding SA announced that they will report first half, 2027 results on Nov 10, 2026
Reported Earnings • May 26Full year 2026 earnings releasedFull year 2026 results: Revenue: CHF287.7m (down 6.3% from FY 2025). Net income: CHF9.90m (up 18% from FY 2025). Profit margin: 3.4% (up from 2.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom.
New Risk • May 26New 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 9.6% 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: Minor Risks High level of debt (87% net debt to equity). Share price has been volatile over the past 3 months (9.6% average weekly change).
Board Change • May 21No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Libo Zhang was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 07LEM Holding SA Raises Earnings Guidance for the Year 2026LEM Holding SA raised earnings guidance for the year 2026. For the year, the company raises its expectations for sales in the range of CHF 275 million to CHF 290 million (lifted from CHF 265 million to CHF 290 million in HY 2025/26) and targets high single-digit EBIT margin for the full year 2025/26, capitalizing on enhanced operational structure and efficiency gains. Product launches are anticipated to accelerate growth momentum overtime.
お知らせ • Jun 25+ 3 more updatesLEM Holding SA to Report Nine Months, 2026 Results on Feb 06, 2026LEM Holding SA announced that they will report nine months, 2026 results on Feb 06, 2026
お知らせ • Jun 05LEM Holding SA, Annual General Meeting, Jun 26, 2025LEM Holding SA, Annual General Meeting, Jun 26, 2025, at 15:30 W. Europe Standard Time. Location: geneve Switzerland
お知らせ • Feb 09+ 1 more updateLEM Holding SA Announces Appointment of Sylvain Lieb as Senior Vice President People and Sustainability and Announces Executive Committee ChangesLEM Holding SA announced that Antoine Chulia will be joining the LEM Executive Committee as Chief Financial Officer effective 1 May 2025. Antoine spent the past two years as CFO of Britax. Before that, Antoine held several senior finance positions in the energy, automation and electronics industries, at Schneider Electric, Toshiba and the global healthcare company Medline Industries. The Executive Committee will thus comprise Frank Rehfeld, CEO, Antoine Chulia, CFO, John Mcluskie, SVP Asia, Verena Vescoli, Chief Technology Officer and Uwe Gerber, SVP Operations. Rodolphe Boschet, previously Chief People and Sustainability Officer, is leaving the Executive Committee to take the lead in implementing the "Fit for Growth program". Sylvain Lieb is appointed Senior Vice President People and Sustainability, reporting to Frank Rehfeld, effective 5 May 2025. Sylvain Lieb joins LEM from Bobst, where he has held the roles of Chief Human Resources Officer and Head of Corporate Sustainability.
お知らせ • May 29+ 2 more updatesLEM Holding SA to Report Nine Months, 2025 Results on Feb 07, 2025LEM Holding SA announced that they will report nine months, 2025 results on Feb 07, 2025
Board Change • Mar 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. No independent directors (6 non-independent directors). Director François Gabella was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Feb 02LEM Holding SA to Report Q1, 2025 Results on Jul 26, 2024LEM Holding SA announced that they will report Q1, 2025 results on Jul 26, 2024
お知らせ • May 25+ 1 more updateLEM Holding SA to Report Fiscal Year 2024 Results on May 28, 2024LEM Holding SA announced that they will report fiscal year 2024 results on May 28, 2024