お知らせ • May 14
Schweizer Electronic AG, Annual General Meeting, Jun 26, 2026 Schweizer Electronic AG, Annual General Meeting, Jun 26, 2026, at 10:00 W. Europe Standard Time. New Risk • May 11
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 48% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 24% per year for the foreseeable future. High level of non-cash earnings (48% accrual ratio). Minor Risk Market cap is less than US$100m (€30.5m market cap, or US$35.9m). Reported Earnings • May 11
First quarter 2026 earnings released: €0.71 loss per share (vs €1.02 loss in 1Q 2025) First quarter 2026 results: €0.71 loss per share (improved from €1.02 loss in 1Q 2025). Revenue: €47.3m (up 20% from 1Q 2025). Net loss: €2.67m (loss narrowed 30% from 1Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Valuation Update With 7 Day Price Move • May 05
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to €8.84, the stock trades at a trailing P/E ratio of 6.7x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 138% over the past year. New Risk • Mar 31
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €7.4m Forecast net loss in 2 years: €58k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€58k net loss in 2 years). Market cap is less than US$100m (€17.3m market cap, or US$19.8m). お知らせ • Feb 17
Schweizer Electronic AG Announces Departure of Chief Technology Officer Thomas Gottwald, Effective February 16, 2026 Schweizer Electronic AG announced that Mr. Thomas Gottwald, Chief Technology Officer, has decided to leave Schweizer Electronic AG prematurely for personal reasons. The Supervisory Board and Mr. Gottwald have mutually agreed that Mr. Gottwald will step down from the Executive Board with effect from February 16, 2026. The areas for which Mr. Gottwald was responsible will now be managed by the members of the Executive Board, Mr. Nicolas-Fabian Schweizer (CEO) and Mr. Marc Bunz (CFO). Reported Earnings • Nov 10
Third quarter 2025 earnings released: €0.68 loss per share (vs €1.03 loss in 3Q 2024) Third quarter 2025 results: €0.68 loss per share (improved from €1.03 loss in 3Q 2024). Revenue: €45.3m (up 26% from 3Q 2024). Net loss: €2.58m (loss narrowed 34% from 3Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Reported Earnings • Aug 13
Second quarter 2025 earnings released: €0.51 loss per share (vs €1.35 loss in 2Q 2024) Second quarter 2025 results: €0.51 loss per share (improved from €1.35 loss in 2Q 2024). Revenue: €42.9m (up 22% from 2Q 2024). Net loss: €1.93m (loss narrowed 62% from 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. お知らせ • May 16
Schweizer Electronic AG, Annual General Meeting, Jun 27, 2025 Schweizer Electronic AG, Annual General Meeting, Jun 27, 2025, at 10:00 W. Europe Standard Time. Reported Earnings • May 11
First quarter 2025 earnings released: €1.02 loss per share (vs €0.26 loss in 1Q 2024) First quarter 2025 results: €1.02 loss per share (further deteriorated from €0.26 loss in 1Q 2024). Revenue: €39.4m (flat on 1Q 2024). Net loss: €3.84m (loss widened 291% from 1Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the United Kingdom. New Risk • Mar 03
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: €9.50m (US$9.98m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (€9.50m market cap, or US$9.98m). お知らせ • Jan 15
Schweizer Electronic AG to Report Q3, 2025 Results on Nov 07, 2025 Schweizer Electronic AG announced that they will report Q3, 2025 results on Nov 07, 2025 Buy Or Sell Opportunity • Dec 04
Now 57% overvalued Over the last 90 days, the stock has fallen 32% to €3.12. The fair value is estimated to be €1.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 2.3% in a year. Earnings are forecast to grow by 71% in the next year. New Risk • Nov 28
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: €9.13m (US$9.63m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (€9.13m market cap, or US$9.63m). Reported Earnings • Nov 10
Third quarter 2024 earnings released: €1.03 loss per share (vs €0.17 loss in 3Q 2023) Third quarter 2024 results: €1.03 loss per share (further deteriorated from €0.17 loss in 3Q 2023). Revenue: €35.9m (up 7.3% from 3Q 2023). Net loss: €3.89m (loss widened €3.25m from 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom.