View ValuationINFICON Holding 将来の成長Future 基準チェック /56INFICON Holding利益と収益がそれぞれ年間21.7%と9.9%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26.9% 21.7%なると予測されています。主要情報21.7%収益成長率21.72%EPS成長率Electronic 収益成長16.6%収益成長率9.9%将来の株主資本利益率26.90%アナリストカバレッジGood最終更新日10 Jun 2026今後の成長に関する最新情報お知らせ • Mar 25+ 2 more updatesINFICON Holding AG Provides Earnings Guidance for 2026INFICON Holding AG provided earnings guidance for 2026. The company announced that based on that, INFICON expects sales for the current year in the range of USD 680 million to USD 720 million and an operating profit margin between 17% and 19%.お知らせ • Jan 27INFICON Holding AG Provides Earnings Guidance for the Year 2025INFICON Holding AG provided earnings guidance for the year 2025. The company expects for the business year 2025 based on preliminary, not yet audited sales of around USD 673.7 million (prior year USD 671.0 million) and an operating income of around USD 112.3 million (prior year USD 136.0 million).すべての更新を表示Recent updatesBuy Or Sell Opportunity • Apr 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to CHF138. The fair value is estimated to be CHF112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Upcoming Dividend • Apr 17Upcoming dividend of CHF2.00 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 72% and the cash payout ratio is 90%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).Board Change • Apr 01Insufficient new 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. 3 highly experienced directors. Non-Executive Director Lukas Winkler was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 25+ 2 more updatesINFICON Holding AG Provides Earnings Guidance for 2026INFICON Holding AG provided earnings guidance for 2026. The company announced that based on that, INFICON expects sales for the current year in the range of USD 680 million to USD 720 million and an operating profit margin between 17% and 19%.Reported Earnings • Mar 25Full year 2025 earnings released: EPS: US$3.51 (vs US$4.61 in FY 2024)Full year 2025 results: EPS: US$3.51 (down from US$4.61 in FY 2024). Revenue: US$673.7m (flat on FY 2024). Net income: US$85.8m (down 24% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Buy Or Sell Opportunity • Mar 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to CHF118. The fair value is estimated to be CHF97.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Feb 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CHF121. The fair value is estimated to be CHF101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jan 27INFICON Holding AG Provides Earnings Guidance for the Year 2025INFICON Holding AG provided earnings guidance for the year 2025. The company expects for the business year 2025 based on preliminary, not yet audited sales of around USD 673.7 million (prior year USD 671.0 million) and an operating income of around USD 112.3 million (prior year USD 136.0 million).お知らせ • Jan 26+ 1 more updateINFICON Holding AG to Report Q1, 2026 Results on Apr 24, 2026INFICON Holding AG announced that they will report Q1, 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Jan 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF121. The fair value is estimated to be CHF99.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Oct 15INFICON Holding AG to Report Q3, 2025 Results on Oct 23, 2025INFICON Holding AG announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 23, 2025Reported Earnings • Jul 31First half 2025 earnings released: EPS: US$1.77 (vs US$2.13 in 1H 2024)First half 2025 results: EPS: US$1.77 (down from US$2.13 in 1H 2024). Revenue: US$325.7m (up 1.4% from 1H 2024). Net income: US$43.2m (down 17% from 1H 2024). Profit margin: 13% (down from 16% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • Jul 17INFICON Holding AG to Report Q2, 2025 Results on Jul 30, 2025INFICON Holding AG announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Jul 30, 2025Buy Or Sell Opportunity • Jun 04Now 23% overvaluedOver the last 90 days, the stock has fallen 9.7% to CHF100. The fair value is estimated to be CHF81.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.お知らせ • Apr 10Inficon Holding AG Distributes for the Year 2024, Payable on April 14, 2025INFICON Holding AG resolved to distribute CHF 21.00 per registered share for the year 2024 as ordinary dividend. Ex-date will be April 10, 2025, the record date April 11, 2025, and the payment date for the distribution to shareholders will be April 14, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF784, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in the United Kingdom. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF876 per share.Upcoming Dividend • Apr 04Upcoming dividend of CHF21.00 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).Declared Dividend • Mar 21Dividend of CHF21.00 announcedShareholders will receive a dividend of CHF21.00. Ex-date: 10th April 2025 Payment date: 14th April 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: US$46.13 (vs US$43.24 in FY 2023)Full year 2024 results: EPS: US$46.13 (up from US$43.24 in FY 2023). Revenue: US$671.0m (flat on FY 2023). Net income: US$112.8m (up 6.7% from FY 2023). Profit margin: 17% (up from 16% in FY 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Mar 14INFICON Holding AG, Annual General Meeting, Apr 08, 2025INFICON Holding AG, Annual General Meeting, Apr 08, 2025, at 09:30 W. Europe Standard Time.お知らせ • Jan 20+ 1 more updateINFICON Holding AG to Report Q1, 2025 Results on Apr 24, 2025INFICON Holding AG announced that they will report Q1, 2025 results at 9:00 AM, Central European Standard Time on Apr 24, 2025Buy Or Sell Opportunity • Jan 06Now 20% overvaluedOver the last 90 days, the stock has fallen 4.7% to CHF1,134. The fair value is estimated to be CHF942, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • Aug 02First half 2024 earnings released: EPS: US$21.33 (vs US$19.19 in 1H 2023)First half 2024 results: EPS: US$21.33 (up from US$19.19 in 1H 2023). Revenue: US$321.2m (down 2.4% from 1H 2023). Net income: US$52.1m (up 11% from 1H 2023). Profit margin: 16% (up from 14% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 19INFICON Announces ELT Vmax for Individual Leak Testing Systems in Mass Production of EV Battery CellsINFICON introduces the ELT Vmax – a leak detector specifically designed for integration into leak testing systems for the industrial high-speed mass production of lithium-ion and sodium-ion battery cells. The ELT Vmax tests the leak tightness of all battery cells filled with liquid electrolyte – lithium-ion or sodium-ion – in all formats, including prismatic, round and button cells with a rigid housing or pouch cells with a soft, bag-like housing. The device uses INFICON’s patented method of direct electrolyte leakage testing – it detects electrolyte leaking from filled cells in a vacuum chamber. While INFICON’s ELT3000 PLUS can be used as a stand-alone device, INFICON created the new ELT Vmax specifically for use in mass production, as a testing device for integrators’ individually designed, automatic leak testing stations. Designed to provide the same levels of accuracy and sensitivity as the ELT3000 PLUS, the ELT Vmax can identify the smallest leaks down to a helium equivalent leak rate of 5·10-7 mbar·l/s, equivalent to a diameter in the range of 1- 5 micrometers for common battery designs. The vacuum pumps are provided by the integrator to achieve industrial quality assurance in the fast-paced battery cell production cycle. Also, the ELT Vmax is designed for installation in 19-inch racks, making it easy to integrate into a mass battery cell assembly operation. With its multi-chamber mode in test stations, the ELT Vmax can operate in near-constant measuring mode, eliminating the waiting time during evacuation and ventilation processes and optimizing the production line for maximum throughput. To optimizes production throughput, the ELT Vmax supports a batch testing approach. Fieldbus interfaces and flexible carrier gas flow: The ELT Vmax is extremely easy to install in any test system, with its 19-inch housing, as well as serial fieldbus interfaces. Additionally, the ELT Vmax is available with a separate control panel featuring a display. With its fast gross leak detection, the ELT Vmax ensures the test system is immediately ready for the next measurement. An adjustable carrier gas mode also ensures a high degree of flexibility with the ELT Vmax. The carrier gas flow can be defined for each test requirement. For example, a carrier gas flow of 10 sccm can reduce the leak test response time to just a fraction. In addition, the ELT Vmax is approved for use in dry rooms. E-Check 2.0: Automatic calibration for in-line operation process reliability: INFICON offers fully automated calibration for the ELT Vmax with its E-Check 2.0. This calibration leak, which is filled with 100% DMC electrolyte solvent, is integrated into the vacuum chamber and is always ready for operation. It enables automatic calibration tests at pre-set intervals, with calibration taking less than 30 sec. With E-Check 2.0, the ELT Vmax makes sure the production line is operating at the speed of business with the accuracy one can expect from INFICON.Upcoming Dividend • Apr 01Upcoming dividend of CHF20.00 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.9%). In line with average of industry peers (1.5%).Declared Dividend • Mar 07Dividend of CHF20.00 announcedShareholders will receive a dividend of CHF20.00. Ex-date: 8th April 2024 Payment date: 10th April 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 06Full year 2023 earnings released: EPS: US$43.24 (vs US$36.22 in FY 2022)Full year 2023 results: EPS: US$43.24 (up from US$36.22 in FY 2022). Revenue: US$673.7m (up 16% from FY 2022). Net income: US$105.7m (up 19% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 15+ 3 more updatesINFICON Holding AG to Report Q4, 2023 Results on Mar 05, 2024INFICON Holding AG announced that they will report Q4, 2023 results on Mar 05, 2024New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% 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. This is currently the only risk that has been identified for the company.お知らせ • Oct 05INFICON Holding AG to Report Q3, 2023 Results on Oct 19, 2023INFICON Holding AG announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 19, 2023Reported Earnings • Jul 30First half 2023 earnings released: EPS: US$19.19 (vs US$16.80 in 1H 2022)First half 2023 results: EPS: US$19.19 (up from US$16.80 in 1H 2022). Revenue: US$329.2m (up 18% from 1H 2022). Net income: US$46.9m (up 14% from 1H 2022). Profit margin: 14% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF1,141, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF558 per share.お知らせ • Jun 27INFICON Holding AG to Report Q2, 2023 Results on Jul 27, 2023INFICON Holding AG announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023Upcoming Dividend • Mar 28Upcoming dividend of CHF18.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 04 April 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 54% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (1.6%).Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$36.22 (vs US$32.87 in FY 2021)Full year 2022 results: EPS: US$36.22 (up from US$32.87 in FY 2021). Revenue: US$581.3m (up 13% from FY 2021). Net income: US$88.5m (up 10% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF844, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF580 per share.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF780, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF639 per share.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$37.2m from profit in 1H 2021). Profit margin: (down from 15% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23INFICON Holding AG to Report Q4, 2022 Results on Mar 02, 2023INFICON Holding AG announced that they will report Q4, 2022 results on Mar 02, 2023Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be CHF1,266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Mar 28Upcoming dividend of CHF21.00 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.7%). Higher than average of industry peers (1.4%).Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CHF1,142, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Electronic industry in the United Kingdom. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF1,306 per share.Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$32.87 (up from US$20.21 in FY 2020). Revenue: US$515.8m (up 30% from FY 2020). Net income: US$80.3m (up 63% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 9.6%, compared to a 7.3% growth forecast for the industry in the United Kingdom. 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.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CHF1,244, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Electronic industry in the United Kingdom. Total returns to shareholders of 179% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF856 per share.Reported Earnings • Aug 02First half 2021 earnings released: EPS US$15.22 (vs US$9.96 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$249.0m (up 32% from 1H 2020). Net income: US$37.2m (up 53% from 1H 2020). Profit margin: 15% (up from 13% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 30Upcoming dividend of CHF16.00 per shareEligible shareholders must have bought the stock before 06 April 2021. Payment date: 08 April 2021. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (4.4%). Higher than average of industry peers (1.0%).Reported Earnings • Mar 06Full year 2020 earnings released: EPS US$20.21 (vs US$21.73 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$397.8m (up 4.2% from FY 2019). Net income: US$49.3m (down 6.6% from FY 2019). Profit margin: 12% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 11%, compared to a 6.3% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Mar 04+ 1 more updateINFICON Holding AG Announces Thomas Staehelin Not Available for Re-ElectionINFICON Holding AG announced that Dr. Reto Suter proposed for election as new Board member as Dr. Thomas Staehelin is no longer available for re-election at its AGM 2020 scheduled for March 31, 2021.お知らせ • Feb 26INFICON and The MAX Group Partner to Provide Precision Maintenance Performance Indicators to the Fps Factory DashboardINFICON Holding AG announced it has entered into an agreement with The MAX Group, a leading global consulting firm catering to the semiconductor industry delivering hands-on factory management experience, Smart Manufacturing best-known methods and lasting performance results. Under the terms of the Agreement, INFICON will integrate and resell the MAX Precision Suite as a module of the FPS Factory Dashboard. The FPS Factory Dashboard provides factories with a real-time view of operations using the industry’s most comprehensive Digital Twin. It provides in-depth near real-time visibility of operations, maintenance, and engineering activities. The incorporation of the MAX Precision Suite into the FPS Factory Dashboard further extends visibility into maintenance performance and activities using industry proven methodologies.Is New 90 Day High Low • Feb 12New 90-day high: CHF1,042The company is up 46% from its price of CHF716 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF405 per share.お知らせ • Jan 15+ 1 more updateINFICON Holding AG, Annual General Meeting, Mar 31, 2021INFICON Holding AG, Annual General Meeting, Mar 31, 2021. Agenda: To consider board changes.Is New 90 Day High Low • Jan 05New 90-day high: CHF815The company is up 9.0% from its price of CHF748 on 07 October 2020. The British market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF397 per share.Is New 90 Day High Low • Dec 02New 90-day high: CHF784The company is up 2.0% from its price of CHF770 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF394 per share.Is New 90 Day High Low • Oct 21New 90-day low: CHF704The company is down 10.0% from its price of CHF784 on 23 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF400 per share.お知らせ • Oct 01INFICON Holding AG to Report Q3, 2020 Results on Oct 21, 2020INFICON Holding AG announced that they will report Q3, 2020 results at 7:00 AM, Central European Standard Time on Oct 21, 2020業績と収益の成長予測LSE:0QK5 - アナリストの将来予測と過去の財務データ ( )USD 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12/31/2028937170141175912/31/20278551471131461012/31/2026756117881231012/31/2025674866890N/A9/30/20256759579101N/A6/30/202567510490112N/A3/31/202567310889114N/A12/31/202467111388116N/A9/30/202466811288117N/A6/30/202466611187118N/A3/31/202467010891118N/A12/31/202367410695118N/A9/30/20236531006993N/A6/30/2023632944268N/A3/31/2023607912757N/A12/31/2022581891146N/A9/30/2022563862254N/A6/30/2022545843262N/A3/31/2022530824774N/A12/31/2021516806185N/A9/30/2021487715982N/A6/30/2021458625779N/A3/31/2021428564665N/A12/31/2020398493550N/A9/30/2020388513551N/A6/30/2020378523551N/A3/31/2020380533553N/A12/31/2019382533454N/A9/30/201938553N/A52N/A6/30/201938853N/A50N/A3/31/201939959N/A51N/A12/31/201841064N/A52N/A9/30/201840866N/A56N/A6/30/201840668N/A61N/A3/31/201839064N/A61N/A12/31/201737459N/A61N/A9/30/201736055N/A61N/A6/30/201734750N/A60N/A3/31/201732845N/A57N/A12/31/201631040N/A53N/A9/30/201629938N/A47N/A6/30/201628935N/A41N/A3/31/201628433N/A39N/A12/31/201527930N/A38N/A9/30/201528632N/A39N/A6/30/201529434N/A40N/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: 0QK5の予測収益成長率 (年間21.7% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0QK5の収益 ( 21.7% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: 0QK5の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 0QK5の収益 ( 9.9% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0QK5の収益 ( 9.9% ) 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: 0QK5の 自己資本利益率 は、3年後には高くなると予測されています ( 26.9 %)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2026/06/10 16:25終値2026/06/09 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INFICON Holding AG 10 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。19 アナリスト機関Zana MamelliBaader Helvea Equity ResearchVolker BosseBaader Helvea Equity ResearchPeter RothenaicherBaader Helvea Equity Research16 その他のアナリストを表示
お知らせ • Mar 25+ 2 more updatesINFICON Holding AG Provides Earnings Guidance for 2026INFICON Holding AG provided earnings guidance for 2026. The company announced that based on that, INFICON expects sales for the current year in the range of USD 680 million to USD 720 million and an operating profit margin between 17% and 19%.
お知らせ • Jan 27INFICON Holding AG Provides Earnings Guidance for the Year 2025INFICON Holding AG provided earnings guidance for the year 2025. The company expects for the business year 2025 based on preliminary, not yet audited sales of around USD 673.7 million (prior year USD 671.0 million) and an operating income of around USD 112.3 million (prior year USD 136.0 million).
Buy Or Sell Opportunity • Apr 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to CHF138. The fair value is estimated to be CHF112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Upcoming Dividend • Apr 17Upcoming dividend of CHF2.00 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 72% and the cash payout ratio is 90%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).
Board Change • Apr 01Insufficient new 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. 3 highly experienced directors. Non-Executive Director Lukas Winkler was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 25+ 2 more updatesINFICON Holding AG Provides Earnings Guidance for 2026INFICON Holding AG provided earnings guidance for 2026. The company announced that based on that, INFICON expects sales for the current year in the range of USD 680 million to USD 720 million and an operating profit margin between 17% and 19%.
Reported Earnings • Mar 25Full year 2025 earnings released: EPS: US$3.51 (vs US$4.61 in FY 2024)Full year 2025 results: EPS: US$3.51 (down from US$4.61 in FY 2024). Revenue: US$673.7m (flat on FY 2024). Net income: US$85.8m (down 24% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Buy Or Sell Opportunity • Mar 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to CHF118. The fair value is estimated to be CHF97.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Feb 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CHF121. The fair value is estimated to be CHF101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jan 27INFICON Holding AG Provides Earnings Guidance for the Year 2025INFICON Holding AG provided earnings guidance for the year 2025. The company expects for the business year 2025 based on preliminary, not yet audited sales of around USD 673.7 million (prior year USD 671.0 million) and an operating income of around USD 112.3 million (prior year USD 136.0 million).
お知らせ • Jan 26+ 1 more updateINFICON Holding AG to Report Q1, 2026 Results on Apr 24, 2026INFICON Holding AG announced that they will report Q1, 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Jan 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to CHF121. The fair value is estimated to be CHF99.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Oct 15INFICON Holding AG to Report Q3, 2025 Results on Oct 23, 2025INFICON Holding AG announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 23, 2025
Reported Earnings • Jul 31First half 2025 earnings released: EPS: US$1.77 (vs US$2.13 in 1H 2024)First half 2025 results: EPS: US$1.77 (down from US$2.13 in 1H 2024). Revenue: US$325.7m (up 1.4% from 1H 2024). Net income: US$43.2m (down 17% from 1H 2024). Profit margin: 13% (down from 16% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • Jul 17INFICON Holding AG to Report Q2, 2025 Results on Jul 30, 2025INFICON Holding AG announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Jul 30, 2025
Buy Or Sell Opportunity • Jun 04Now 23% overvaluedOver the last 90 days, the stock has fallen 9.7% to CHF100. The fair value is estimated to be CHF81.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
お知らせ • Apr 10Inficon Holding AG Distributes for the Year 2024, Payable on April 14, 2025INFICON Holding AG resolved to distribute CHF 21.00 per registered share for the year 2024 as ordinary dividend. Ex-date will be April 10, 2025, the record date April 11, 2025, and the payment date for the distribution to shareholders will be April 14, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF784, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in the United Kingdom. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF876 per share.
Upcoming Dividend • Apr 04Upcoming dividend of CHF21.00 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 14 April 2025. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (1.8%).
Declared Dividend • Mar 21Dividend of CHF21.00 announcedShareholders will receive a dividend of CHF21.00. Ex-date: 10th April 2025 Payment date: 14th April 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: US$46.13 (vs US$43.24 in FY 2023)Full year 2024 results: EPS: US$46.13 (up from US$43.24 in FY 2023). Revenue: US$671.0m (flat on FY 2023). Net income: US$112.8m (up 6.7% from FY 2023). Profit margin: 17% (up from 16% in FY 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14INFICON Holding AG, Annual General Meeting, Apr 08, 2025INFICON Holding AG, Annual General Meeting, Apr 08, 2025, at 09:30 W. Europe Standard Time.
お知らせ • Jan 20+ 1 more updateINFICON Holding AG to Report Q1, 2025 Results on Apr 24, 2025INFICON Holding AG announced that they will report Q1, 2025 results at 9:00 AM, Central European Standard Time on Apr 24, 2025
Buy Or Sell Opportunity • Jan 06Now 20% overvaluedOver the last 90 days, the stock has fallen 4.7% to CHF1,134. The fair value is estimated to be CHF942, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: US$21.33 (vs US$19.19 in 1H 2023)First half 2024 results: EPS: US$21.33 (up from US$19.19 in 1H 2023). Revenue: US$321.2m (down 2.4% from 1H 2023). Net income: US$52.1m (up 11% from 1H 2023). Profit margin: 16% (up from 14% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 19INFICON Announces ELT Vmax for Individual Leak Testing Systems in Mass Production of EV Battery CellsINFICON introduces the ELT Vmax – a leak detector specifically designed for integration into leak testing systems for the industrial high-speed mass production of lithium-ion and sodium-ion battery cells. The ELT Vmax tests the leak tightness of all battery cells filled with liquid electrolyte – lithium-ion or sodium-ion – in all formats, including prismatic, round and button cells with a rigid housing or pouch cells with a soft, bag-like housing. The device uses INFICON’s patented method of direct electrolyte leakage testing – it detects electrolyte leaking from filled cells in a vacuum chamber. While INFICON’s ELT3000 PLUS can be used as a stand-alone device, INFICON created the new ELT Vmax specifically for use in mass production, as a testing device for integrators’ individually designed, automatic leak testing stations. Designed to provide the same levels of accuracy and sensitivity as the ELT3000 PLUS, the ELT Vmax can identify the smallest leaks down to a helium equivalent leak rate of 5·10-7 mbar·l/s, equivalent to a diameter in the range of 1- 5 micrometers for common battery designs. The vacuum pumps are provided by the integrator to achieve industrial quality assurance in the fast-paced battery cell production cycle. Also, the ELT Vmax is designed for installation in 19-inch racks, making it easy to integrate into a mass battery cell assembly operation. With its multi-chamber mode in test stations, the ELT Vmax can operate in near-constant measuring mode, eliminating the waiting time during evacuation and ventilation processes and optimizing the production line for maximum throughput. To optimizes production throughput, the ELT Vmax supports a batch testing approach. Fieldbus interfaces and flexible carrier gas flow: The ELT Vmax is extremely easy to install in any test system, with its 19-inch housing, as well as serial fieldbus interfaces. Additionally, the ELT Vmax is available with a separate control panel featuring a display. With its fast gross leak detection, the ELT Vmax ensures the test system is immediately ready for the next measurement. An adjustable carrier gas mode also ensures a high degree of flexibility with the ELT Vmax. The carrier gas flow can be defined for each test requirement. For example, a carrier gas flow of 10 sccm can reduce the leak test response time to just a fraction. In addition, the ELT Vmax is approved for use in dry rooms. E-Check 2.0: Automatic calibration for in-line operation process reliability: INFICON offers fully automated calibration for the ELT Vmax with its E-Check 2.0. This calibration leak, which is filled with 100% DMC electrolyte solvent, is integrated into the vacuum chamber and is always ready for operation. It enables automatic calibration tests at pre-set intervals, with calibration taking less than 30 sec. With E-Check 2.0, the ELT Vmax makes sure the production line is operating at the speed of business with the accuracy one can expect from INFICON.
Upcoming Dividend • Apr 01Upcoming dividend of CHF20.00 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 10 April 2024. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (5.9%). In line with average of industry peers (1.5%).
Declared Dividend • Mar 07Dividend of CHF20.00 announcedShareholders will receive a dividend of CHF20.00. Ex-date: 8th April 2024 Payment date: 10th April 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 06Full year 2023 earnings released: EPS: US$43.24 (vs US$36.22 in FY 2022)Full year 2023 results: EPS: US$43.24 (up from US$36.22 in FY 2022). Revenue: US$673.7m (up 16% from FY 2022). Net income: US$105.7m (up 19% from FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 15+ 3 more updatesINFICON Holding AG to Report Q4, 2023 Results on Mar 05, 2024INFICON Holding AG announced that they will report Q4, 2023 results on Mar 05, 2024
New Risk • Oct 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% 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. This is currently the only risk that has been identified for the company.
お知らせ • Oct 05INFICON Holding AG to Report Q3, 2023 Results on Oct 19, 2023INFICON Holding AG announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 19, 2023
Reported Earnings • Jul 30First half 2023 earnings released: EPS: US$19.19 (vs US$16.80 in 1H 2022)First half 2023 results: EPS: US$19.19 (up from US$16.80 in 1H 2022). Revenue: US$329.2m (up 18% from 1H 2022). Net income: US$46.9m (up 14% from 1H 2022). Profit margin: 14% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF1,141, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF558 per share.
お知らせ • Jun 27INFICON Holding AG to Report Q2, 2023 Results on Jul 27, 2023INFICON Holding AG announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023
Upcoming Dividend • Mar 28Upcoming dividend of CHF18.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 04 April 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 54% but the company is paying out more than the cash it is generating. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$36.22 (vs US$32.87 in FY 2021)Full year 2022 results: EPS: US$36.22 (up from US$32.87 in FY 2021). Revenue: US$581.3m (up 13% from FY 2021). Net income: US$88.5m (up 10% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF844, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF580 per share.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CHF780, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF639 per share.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$37.2m from profit in 1H 2021). Profit margin: (down from 15% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 7.4%, compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23INFICON Holding AG to Report Q4, 2022 Results on Mar 02, 2023INFICON Holding AG announced that they will report Q4, 2022 results on Mar 02, 2023
Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be CHF1,266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Mar 28Upcoming dividend of CHF21.00 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.7%). Higher than average of industry peers (1.4%).
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CHF1,142, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Electronic industry in the United Kingdom. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF1,306 per share.
Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$32.87 (up from US$20.21 in FY 2020). Revenue: US$515.8m (up 30% from FY 2020). Net income: US$80.3m (up 63% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 9.6%, compared to a 7.3% growth forecast for the industry in the United Kingdom. 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.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to CHF1,244, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Electronic industry in the United Kingdom. Total returns to shareholders of 179% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF856 per share.
Reported Earnings • Aug 02First half 2021 earnings released: EPS US$15.22 (vs US$9.96 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$249.0m (up 32% from 1H 2020). Net income: US$37.2m (up 53% from 1H 2020). Profit margin: 15% (up from 13% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 30Upcoming dividend of CHF16.00 per shareEligible shareholders must have bought the stock before 06 April 2021. Payment date: 08 April 2021. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (4.4%). Higher than average of industry peers (1.0%).
Reported Earnings • Mar 06Full year 2020 earnings released: EPS US$20.21 (vs US$21.73 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$397.8m (up 4.2% from FY 2019). Net income: US$49.3m (down 6.6% from FY 2019). Profit margin: 12% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 11%, compared to a 6.3% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Mar 04+ 1 more updateINFICON Holding AG Announces Thomas Staehelin Not Available for Re-ElectionINFICON Holding AG announced that Dr. Reto Suter proposed for election as new Board member as Dr. Thomas Staehelin is no longer available for re-election at its AGM 2020 scheduled for March 31, 2021.
お知らせ • Feb 26INFICON and The MAX Group Partner to Provide Precision Maintenance Performance Indicators to the Fps Factory DashboardINFICON Holding AG announced it has entered into an agreement with The MAX Group, a leading global consulting firm catering to the semiconductor industry delivering hands-on factory management experience, Smart Manufacturing best-known methods and lasting performance results. Under the terms of the Agreement, INFICON will integrate and resell the MAX Precision Suite as a module of the FPS Factory Dashboard. The FPS Factory Dashboard provides factories with a real-time view of operations using the industry’s most comprehensive Digital Twin. It provides in-depth near real-time visibility of operations, maintenance, and engineering activities. The incorporation of the MAX Precision Suite into the FPS Factory Dashboard further extends visibility into maintenance performance and activities using industry proven methodologies.
Is New 90 Day High Low • Feb 12New 90-day high: CHF1,042The company is up 46% from its price of CHF716 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF405 per share.
お知らせ • Jan 15+ 1 more updateINFICON Holding AG, Annual General Meeting, Mar 31, 2021INFICON Holding AG, Annual General Meeting, Mar 31, 2021. Agenda: To consider board changes.
Is New 90 Day High Low • Jan 05New 90-day high: CHF815The company is up 9.0% from its price of CHF748 on 07 October 2020. The British market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF397 per share.
Is New 90 Day High Low • Dec 02New 90-day high: CHF784The company is up 2.0% from its price of CHF770 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF394 per share.
Is New 90 Day High Low • Oct 21New 90-day low: CHF704The company is down 10.0% from its price of CHF784 on 23 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF400 per share.
お知らせ • Oct 01INFICON Holding AG to Report Q3, 2020 Results on Oct 21, 2020INFICON Holding AG announced that they will report Q3, 2020 results at 7:00 AM, Central European Standard Time on Oct 21, 2020