View ValuationLACROIX Group 将来の成長Future 基準チェック /16LACROIX Group利益と収益がそれぞれ年間6.3%と3.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.1% 6.2%なると予測されています。主要情報6.3%収益成長率6.25%EPS成長率Electronic 収益成長18.4%収益成長率3.9%将来の株主資本利益率15.10%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).お知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €15.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €20.06 per share.お知らせ • Apr 10LACROIX Group SA, Annual General Meeting, May 13, 2026LACROIX Group SA, Annual General Meeting, May 13, 2026. Location: 17 rue oceane, saint herblain FranceReported Earnings • Apr 03Full year 2025 earnings releasedFull year 2025 results: Revenue: €445.5m (down 30% from FY 2024). Net income: €16.3m (up €34.4m from FY 2024). Profit margin: 3.7% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.お知らせ • Dec 16+ 1 more updateLACROIX Group SA to Report First Half, 2026 Results on Sep 30, 2026LACROIX Group SA announced that they will report first half, 2026 results on Sep 30, 2026お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.Reported Earnings • Oct 05First half 2025 earnings releasedFirst half 2025 results: Revenue: €227.9m (down 35% from 1H 2024). Net income: €12.0m (up €11.3m from 1H 2024). Profit margin: 5.3% (up from 0.2% in 1H 2024). Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.1%.お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).お知らせ • Apr 09LACROIX Group SA, Annual General Meeting, May 16, 2025LACROIX Group SA, Annual General Meeting, May 16, 2025. Location: 17 rue oceane, saint herblain Franceお知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.Reported Earnings • Apr 01Full year 2024 earnings released: €7.21 loss per share (vs €0.91 profit in FY 2023)Full year 2024 results: €7.21 loss per share (down from €0.91 profit in FY 2023). Revenue: €635.5m (down 17% from FY 2023). Net loss: €18.1m (down €22.3m from profit in FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €8.62. The fair value is estimated to be €7.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Meanwhile, the company became loss making. Revenue is forecast to decline by 15% in a year. Earnings are forecast to decline by 126% in the next year.お知らせ • Jan 23LACROIX Group SA to Report First Half, 2025 Results on Sep 30, 2025LACROIX Group SA announced that they will report first half, 2025 results on Sep 30, 2025お知らせ • Jan 08LACROIX Group SA to Report Fiscal Year 2024 Results on Mar 31, 2025LACROIX Group SA announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 31, 2025お知らせ • Dec 13Lacroix in Talks to Sell Its City-Mobility BusinessLACROIX Group SA (ENXTPA:LACR) announced that it has started discussions on the sale of its city-mobility segment to Austrian traffic technology group SWARCO AG. The targeted operations include the Traffic and V2X businessunits, which booked EUR 27.3 million (USD 28.6 million) in revenue in 2023, making up for 3.6% of the group's total revenue. They employ 122 people across the French sites of Carros, Ploufragan and Cesson, as well as a Spanish site in Madrid. Negotiations follow the announcement of the French firm’s plan to sell the business in May. A divestment will complete Lacroix’ strategic refocusing on its two high-potential activities -- electronics and environment. Lacroix and Swarco expect to finalise a transaction in the first quarter of 2025. Financial details were not provided.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €20.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in the United Kingdom. Total loss to shareholders of 47% over the past three years.Board Change • May 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.Declared Dividend • Apr 15Dividend reduced to €0.70Dividend of €0.70 is 13% lower than last year. Ex-date: 12th July 2024 Payment date: 16th July 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 201% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 04Full year 2023 earnings releasedFull year 2023 results: Revenue: €761.2m (up 7.6% from FY 2022). Net income: €4.30m (down 64% from FY 2022). Profit margin: 0.6% (down from 1.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Apr 03+ 1 more updateLACROIX Group SA, Annual General Meeting, May 17, 2024LACROIX Group SA, Annual General Meeting, May 17, 2024. Agenda: To consider dividend.Board Change • Mar 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.Board Change • Jan 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.お知らせ • Dec 19+ 1 more updateLACROIX Group SA to Report First Half, 2024 Results on Sep 30, 2024LACROIX Group SA announced that they will report first half, 2024 results on Sep 30, 2024Board Change • Dec 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.お知らせ • Dec 16LACROIX and AIAC Enter into Exclusive Negotiations for Sale of Road Signs Business UnitLACROIX Group SA (ENXTPA:LACR) announced that it has entered into exclusive negotiations with the North American industrial investment firm AMERICAN INDUSTRIAL ACQUISITION CORPORATION (AIAC) with a view to selling its Road Signs Business Unit (8% of LACROIX revenue by 2022). This announcement follows the communication of February 9, 2023 in which LACROIX expressed its desire to find a buyer for this business, in order to focus its investments on its strategic markets around industrial IoT and electronic equipment.お知らせ • Nov 09LACROIX Group SA Provides Earnings Guidance for the Year 2023LACROIX Group SA provided earnings guidance for the year 2023. For the year, the company remains confident in exceeding a revenue of €750 million on a like-for-like basis, i.e. an increase of at least 6%.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €31.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Electronic industry in the United Kingdom.Reported Earnings • Oct 01First half 2023 earnings released: EPS: €1.20 (vs €0.83 in 1H 2022)First half 2023 results: EPS: €1.20 (up from €0.83 in 1H 2022). Revenue: €387.8m (up 15% from 1H 2022). Net income: €5.60m (up 44% from 1H 2022). Profit margin: 1.4% (up from 1.1% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.お知らせ • Aug 29Lacroix Group Sa Provides Earnings Forecast for the Year 2023 and 2025LACROIX Group SA provided earnings forecast for the year 2023 and 2025. For the 2023, the company confirm its financial targets for 2023, with revenue over €750 million on a like-for-like basis, i.e. an increase of at least 6%. For the 2025, the company expects financial targets set out in the Leadership 2025 plan have been confirmed, in particular the targets for revenue (€800 million) and EBITDA margin (around 9%).お知らせ • May 10LACROIX Group SA Provides Revenue Guidance for the Fiscal Year 2023LACROIX Group SA provided revenue guidance for the fiscal year 2023. With this very positive start to the year, the company is maintaining its annual targets. The group anticipates a revenue of over €750 million on a like-for-like basis, i.e. growth of at least 6%.Board Change • Mar 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 10+ 1 more updateLACROIX Group SA to Report Fiscal Year 2022 Results on Mar 28, 2023LACROIX Group SA announced that they will report fiscal year 2022 results on Mar 28, 2023Board Change • Dec 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • Oct 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 01First half 2022 earnings released: EPS: €0 (vs €0.80 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €338.4m (up 166% from 1H 2021). Net income: €3.90m (up 36% from 1H 2021). Profit margin: 1.2% (down from 2.3% in 1H 2021). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in the United Kingdom.Board Change • Sep 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €31.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 34% over the past year.Board Change • Jul 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • May 06Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 11Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Board Change • Jan 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €36.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Electronic industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €58.70 per share.Board Change • Aug 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Jul 03Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).業績と収益の成長予測LSE:0F1U - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028504201334112/31/2027477161627212/31/2026458131423212/31/2025445163139N/A9/30/2025446203342N/A6/30/2025587-172439N/A3/31/2025611-181632N/A12/31/2024494231829N/A9/30/2024564171932N/A6/30/2024634112135N/A3/31/2024684102338N/A12/31/202373492541N/A9/30/2023740131632N/A6/30/202374617824N/A3/31/202372715-513N/A12/31/202270812-181N/A9/30/202264616-28-5N/A6/30/202258520-38-12N/A3/31/202254321-32-4N/A12/31/202150122-265N/A12/31/202045392538N/A3/31/202048181729N/A12/31/20194819618N/A9/30/201948211N/A6N/A6/30/201947611N/A6N/A3/31/201947011N/A6N/A12/31/20184699N/A8N/A9/30/20184688N/A11N/A6/30/20184638N/AN/AN/A3/31/20184598N/A8N/A12/31/20174508N/A14N/A9/30/20174418N/A19N/A6/30/20174372N/AN/AN/A3/31/2017433-4N/A15N/A12/31/2016431-6N/A11N/A9/30/2016428-9N/A7N/A6/30/2016424-5N/AN/AN/A3/31/2016420-1N/A15N/A12/31/20154080N/A15N/A9/30/20153951N/A14N/A6/30/20153853N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0F1Uの予測収益成長率 (年間6.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0F1Uの収益 ( 6.3% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0F1Uの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0F1Uの収益 ( 3.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: 0F1Uの収益 ( 3.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0F1Uの 自己資本利益率 は、3年後には低くなると予測されています ( 15.1 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 11:13終値2026/05/20 00:00収益2025/12/31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LACROIX Group SA 2 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。2 アナリスト機関Stephanie LefebvreGilbert DupontJeremy SalleePortzamparc BNP Paribas
お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.
お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.
お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.
お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).
お知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.
お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €15.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 109% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €20.06 per share.
お知らせ • Apr 10LACROIX Group SA, Annual General Meeting, May 13, 2026LACROIX Group SA, Annual General Meeting, May 13, 2026. Location: 17 rue oceane, saint herblain France
Reported Earnings • Apr 03Full year 2025 earnings releasedFull year 2025 results: Revenue: €445.5m (down 30% from FY 2024). Net income: €16.3m (up €34.4m from FY 2024). Profit margin: 3.7% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Apr 02LACROIX Group SA Provides Earnings Guidance for the Year 2026 and Confirms Earnings Guidance for the Year 2027LACROIX Group SA provided earnings guidance for the year 2026 and confirmed earnings guidance for the year 2027. For 2026, the Group expects to deliver moderate revenue growth. This objective will be underpinned by: (i) an Electronics activity benefiting from favorable market dynamics in Avionics & Defense and a stabilization of the Automotive, HBAS and Industry segments; and (ii) following nearly 15% growth in 2025, a stabilization of the Environment activity, despite a temporarily slower French Smart Lighting market due to the usual wait-and-see situation in a municipal election year. For 2027, the Group confirms a target revenue range of EUR 475 million – EUR 500 million.
お知らせ • Feb 11LACROIX Group SA Confirms Earnings Guidance for the Year 2027LACROIX Group SA confirmed earnings guidance for the year 2027. For the year, the group confirms its target revenue between €475 million and €500 million.
お知らせ • Dec 16+ 1 more updateLACROIX Group SA to Report First Half, 2026 Results on Sep 30, 2026LACROIX Group SA announced that they will report first half, 2026 results on Sep 30, 2026
お知らせ • Nov 08LACROIX Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For Fourth Quarter 2025, LACROIX expects continued strong momentum in Environment, supported by robust market positioning, and stability in Electronics, benefiting from a favorable base effect. For the full year, the Group remains on track to achieve its targets of around €455 million in revenue.
Reported Earnings • Oct 05First half 2025 earnings releasedFirst half 2025 results: Revenue: €227.9m (down 35% from 1H 2024). Net income: €12.0m (up €11.3m from 1H 2024). Profit margin: 5.3% (up from 0.2% in 1H 2024). Revenue is expected to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.1%.
お知らせ • Oct 02Lacroix Group SA Provides Earnings Guidance for the Full Year 2025LACROIX Group SA provided earnings guidance for the full year 2025. For the year, the Group expects full-year revenue of around €455 million (-4% on a comparable scope excluding Road Signs segment).
お知らせ • Apr 09LACROIX Group SA, Annual General Meeting, May 16, 2025LACROIX Group SA, Annual General Meeting, May 16, 2025. Location: 17 rue oceane, saint herblain France
お知らせ • Apr 03LACROIX Group SA Provides Earnings Guidance for the Year 2025LACROIX Group SA provided earnings guidance for the year 2025. The company expects its revenue of around €600 million.
Reported Earnings • Apr 01Full year 2024 earnings released: €7.21 loss per share (vs €0.91 profit in FY 2023)Full year 2024 results: €7.21 loss per share (down from €0.91 profit in FY 2023). Revenue: €635.5m (down 17% from FY 2023). Net loss: €18.1m (down €22.3m from profit in FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.
Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €8.62. The fair value is estimated to be €7.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Meanwhile, the company became loss making. Revenue is forecast to decline by 15% in a year. Earnings are forecast to decline by 126% in the next year.
お知らせ • Jan 23LACROIX Group SA to Report First Half, 2025 Results on Sep 30, 2025LACROIX Group SA announced that they will report first half, 2025 results on Sep 30, 2025
お知らせ • Jan 08LACROIX Group SA to Report Fiscal Year 2024 Results on Mar 31, 2025LACROIX Group SA announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 31, 2025
お知らせ • Dec 13Lacroix in Talks to Sell Its City-Mobility BusinessLACROIX Group SA (ENXTPA:LACR) announced that it has started discussions on the sale of its city-mobility segment to Austrian traffic technology group SWARCO AG. The targeted operations include the Traffic and V2X businessunits, which booked EUR 27.3 million (USD 28.6 million) in revenue in 2023, making up for 3.6% of the group's total revenue. They employ 122 people across the French sites of Carros, Ploufragan and Cesson, as well as a Spanish site in Madrid. Negotiations follow the announcement of the French firm’s plan to sell the business in May. A divestment will complete Lacroix’ strategic refocusing on its two high-potential activities -- electronics and environment. Lacroix and Swarco expect to finalise a transaction in the first quarter of 2025. Financial details were not provided.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €20.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in the United Kingdom. Total loss to shareholders of 47% over the past three years.
Board Change • May 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
お知らせ • May 15LACROIX Group SA Reiterates Earnings Guidance for the Year 2024LACROIX Group SA reiterated earnings guidance for the year 2024. The company expects its revenue to exceed €710 million in 2024, up slightly on the 2023 level excluding the Road Signs segment (i.e. €702 million). The current EBITDA margin is expected to exceed its 2023 level, within a range of 5.5% to 6.5%.
Declared Dividend • Apr 15Dividend reduced to €0.70Dividend of €0.70 is 13% lower than last year. Ex-date: 12th July 2024 Payment date: 16th July 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 201% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 04Full year 2023 earnings releasedFull year 2023 results: Revenue: €761.2m (up 7.6% from FY 2022). Net income: €4.30m (down 64% from FY 2022). Profit margin: 0.6% (down from 1.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Apr 03+ 1 more updateLACROIX Group SA, Annual General Meeting, May 17, 2024LACROIX Group SA, Annual General Meeting, May 17, 2024. Agenda: To consider dividend.
Board Change • Mar 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
Board Change • Jan 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
お知らせ • Dec 19+ 1 more updateLACROIX Group SA to Report First Half, 2024 Results on Sep 30, 2024LACROIX Group SA announced that they will report first half, 2024 results on Sep 30, 2024
Board Change • Dec 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
お知らせ • Dec 16LACROIX and AIAC Enter into Exclusive Negotiations for Sale of Road Signs Business UnitLACROIX Group SA (ENXTPA:LACR) announced that it has entered into exclusive negotiations with the North American industrial investment firm AMERICAN INDUSTRIAL ACQUISITION CORPORATION (AIAC) with a view to selling its Road Signs Business Unit (8% of LACROIX revenue by 2022). This announcement follows the communication of February 9, 2023 in which LACROIX expressed its desire to find a buyer for this business, in order to focus its investments on its strategic markets around industrial IoT and electronic equipment.
お知らせ • Nov 09LACROIX Group SA Provides Earnings Guidance for the Year 2023LACROIX Group SA provided earnings guidance for the year 2023. For the year, the company remains confident in exceeding a revenue of €750 million on a like-for-like basis, i.e. an increase of at least 6%.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €31.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Electronic industry in the United Kingdom.
Reported Earnings • Oct 01First half 2023 earnings released: EPS: €1.20 (vs €0.83 in 1H 2022)First half 2023 results: EPS: €1.20 (up from €0.83 in 1H 2022). Revenue: €387.8m (up 15% from 1H 2022). Net income: €5.60m (up 44% from 1H 2022). Profit margin: 1.4% (up from 1.1% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Pierre Tiers 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: Insufficient board refreshment.
お知らせ • Aug 29Lacroix Group Sa Provides Earnings Forecast for the Year 2023 and 2025LACROIX Group SA provided earnings forecast for the year 2023 and 2025. For the 2023, the company confirm its financial targets for 2023, with revenue over €750 million on a like-for-like basis, i.e. an increase of at least 6%. For the 2025, the company expects financial targets set out in the Leadership 2025 plan have been confirmed, in particular the targets for revenue (€800 million) and EBITDA margin (around 9%).
お知らせ • May 10LACROIX Group SA Provides Revenue Guidance for the Fiscal Year 2023LACROIX Group SA provided revenue guidance for the fiscal year 2023. With this very positive start to the year, the company is maintaining its annual targets. The group anticipates a revenue of over €750 million on a like-for-like basis, i.e. growth of at least 6%.
Board Change • Mar 08Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 10+ 1 more updateLACROIX Group SA to Report Fiscal Year 2022 Results on Mar 28, 2023LACROIX Group SA announced that they will report fiscal year 2022 results on Mar 28, 2023
Board Change • Dec 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Oct 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 01First half 2022 earnings released: EPS: €0 (vs €0.80 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €338.4m (up 166% from 1H 2021). Net income: €3.90m (up 36% from 1H 2021). Profit margin: 1.2% (down from 2.3% in 1H 2021). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Sep 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €31.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 34% over the past year.
Board Change • Jul 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • May 06Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 11Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Board Change • Jan 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €36.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Electronic industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at €58.70 per share.
Board Change • Aug 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hugues Meili was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Jul 03Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).