View ValuationKudelski 将来の成長Future 基準チェック /36Kudelski利益と収益がそれぞれ年間104.1%と2.6%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-0.5% 103.8%なると予測されています。主要情報104.1%収益成長率103.78%EPS成長率Electronic 収益成長18.5%収益成長率2.6%将来の株主資本利益率-0.50%アナリストカバレッジLow最終更新日16 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 17Kudelski SA Announces Board and Committee AppointmentsKudelski SA announced that at the AGM held on April 14, 2026, approved the Ms. Hélène Béguin, nominated to stand for election, was elected as a member of the Board for a one-year term. Ms. Béguin was previously a partner at KPMG from 2004 to 2025 and served on the board of directors of KPMG Suisse from 2014 to 2024, including most recently as its chairwoman. She holds a Master's degree in Business Administration from HEC Lausanne and is a certified public accountant. She joins the Board of Directors as of April 14, 2026. The shareholders elected Messrs. Michael Hengartner, Pierre Lescure, Alec Ross and Claude Smadja and as members of the Remuneration and Nomination Committee for a period of one-year.お知らせ • Mar 24Kudelski SA, Annual General Meeting, Apr 14, 2026Kudelski SA, Annual General Meeting, Apr 14, 2026, at 14:00 W. Europe Standard Time.お知らせ • Mar 03Kudelski SA to Report Fiscal Year 2025 Final Results on Mar 24, 2026Kudelski SA announced that they will report fiscal year 2025 final results on Mar 24, 2026Reported Earnings • Feb 28Full year 2025 earnings releasedFull year 2025 results: Revenue: US$371.0m (down 3.3% from FY 2024). Net loss: US$42.4m (loss narrowed 72% from FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Electronic industry in the United Kingdom.New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$150m Forecast net loss in 2 years: US$7.3m 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Currently unprofitable and not forecast to become profitable over next 2 years (US$7.3m net loss in 2 years). Market cap is less than US$100m (CHF67.4m market cap, or US$85.3m).Board Change • Jan 07Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 07+ 1 more updateKudelski SA to Report Fiscal Year 2025 Results on Feb 26, 2026Kudelski SA announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Feb 26, 2026New Risk • Sep 05New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$93m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF76.3m market cap, or US$95.6m).New Risk • Aug 16New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (CHF76.6m market cap, or US$95.0m).Board Change • May 27Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • May 05Kudelski SA to Report First Half, 2025 Results on Aug 26, 2025Kudelski SA announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Feb 27Kudelski SA to Report Fiscal Year 2024 Final Results on Mar 27, 2025Kudelski SA announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 27, 2025お知らせ • Jan 25Kudelski IoT, a division of the Kudelski Group Announces the Launch of RecovR ID CheckKudelski IoT announced the launch of RecovR ID Check, an advanced identity verification solution designed to strengthen dealership defenses against identity theft and fraud in the U.S. automotive market. RecovR ID Check offers dealerships a modern, affordable solution to safeguard test drives, sales, and financing transactions. Criminals are increasingly using fake and stolen identities to take advantage of automotive dealers--driving off with vehicles during test drives or securing financing fraudulently. Identity crime enables them to disappear without a trace, leaving dealers to absorb the financial loss. And the fraud is often only discovered after the fictitious buyer defaults on their loan payments, which can be up to 90 days after purchase. This solution integrates seamlessly into existing dealership workflows, providing a powerful tool to reduce fraud and protect valuable dealership assets. Unlike competitive solutions, RecovR ID Check has no special equipment costs or monthly fees. Dealers simply purchase a pre-paid package of ID checks based on their needs.Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CHF1.27. The fair value is estimated to be CHF1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 42% in a year. Earnings are forecast to grow by 77% in the next year.Board Change • Nov 22Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Sep 13ASSA ABLOY AB (publ) (OM:ASSA B) acquired SKIDATA AG from Kudelski SA (SWX:KUD).ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group. Schoenherr Attorneys at Law acted as legal advisor to ASSA ABLOY AB. ASSA ABLOY AB (publ) (OM:ASSA B)completed acquisitiion of SKIDATA AG from Kudelski SA (SWX:KUD) on September 13, 2024.Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: US$192.0m (flat on 1H 2023). Net loss: US$34.6m (loss widened 35% from 1H 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom.Board Change • Aug 05Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Jul 24ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million.ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group.Board Change • May 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Apr 21+ 1 more updateKudelski SA, Annual General Meeting, Apr 17, 2025Kudelski SA, Annual General Meeting, Apr 17, 2025. Location: Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-Sur-Lausanne SwitzerlandBoard Change • Mar 25Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Nov 29Kudelski SA to Report First Half, 2024 Results on Aug 22, 2024Kudelski SA announced that they will report first half, 2024 results on Aug 22, 2024New Risk • Oct 13New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF80.1m market cap, or US$88.8m).お知らせ • Sep 20+ 1 more updateKudelski SA, Annual General Meeting, Apr 19, 2024Kudelski SA, Annual General Meeting, Apr 19, 2024. Location: in Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-sur-Lausanne SwitzerlandReported Earnings • Aug 27First half 2023 earnings releasedFirst half 2023 results: Revenue: US$335.3m (up 2.1% from 1H 2022). Net loss: US$31.1m (loss widened 48% from 1H 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.Board Change • Jun 30Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CHF2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Aug 28First half 2022 earnings releasedFirst half 2022 results: Revenue: US$328.4m (down 2.2% from 1H 2021). Net loss: US$21.0m (loss widened 246% from 1H 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 9.0% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Aug 04Kudelski SA to Report Fiscal Year 2022 Results on Feb 23, 2023Kudelski SA announced that they will report fiscal year 2022 results on Feb 23, 2023Board Change • May 31Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Apr 19Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (up from US$0.42 loss in FY 2020). Revenue: US$753.9m (up 3.4% from FY 2020). Net income: US$15.7m (up US$38.9m from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 7.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be US$4.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% per annum over the last 3 years. The company has become profitable over the last year.Upcoming Dividend • Apr 12Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.2%). Higher than average of industry peers (0.9%).Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.0%, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom.Reported Earnings • Mar 01Full year 2020 earnings released: US$0.42 loss per share (vs US$0.81 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$729.5m (down 10.0% from FY 2019). Net loss: US$23.2m (loss narrowed 48% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.業績と収益の成長予測LSE:0QNQ - 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12/31/20284054-114212/31/2027390-1-114212/31/2026371-9-38-24212/31/2025367-42-19-16N/A9/30/2025369-96-56-52N/A6/30/2025371-150-93-88N/A3/31/2025377-150-72-67N/A12/31/2024384-150-51-45N/A6/30/2024406-484147N/A3/31/2024409-444955N/A12/31/2023412-395764N/A9/30/2023588-255259N/A6/30/2023569-254855N/A3/31/2023637-232028N/A12/31/2022706-21-72N/A6/30/202274711934N/A3/31/202275085469N/A12/31/20217541689103N/A6/30/20217490111121N/A3/31/2021739-12116127N/A12/31/2020729-23122133N/A9/30/2020731-3794105N/A6/30/2020732-516678N/A3/31/2020771-484256N/A12/31/2019810-441734N/A9/30/2019839-31N/A35N/A6/30/2019868-17N/A36N/A3/31/2019888-25N/A16N/A12/31/2018908-33N/A-5N/A9/30/2018922-34N/A-26N/A6/30/2018935-36N/A-48N/A3/31/2018964-21N/A-51N/A12/31/2017993-5N/A-54N/A6/30/201799258N/A55N/A3/31/201798871N/A89N/A12/31/201698484N/A124N/A6/30/20161,01456N/A93N/A3/31/20161,00251N/A103N/A12/31/201593844N/A106N/A9/30/201594140N/A92N/A6/30/201596035N/A78N/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: 0QNQは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。収益対市場: 0QNQ今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 0QNQ今後 3 年以内に収益を上げることが予想されます。収益対市場: 0QNQの収益 ( 2.6% ) 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: 0QNQの収益 ( 2.6% ) 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: 0QNQ 3 年以内に赤字になると予測されています。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2026/05/24 02:18終値2026/05/22 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Kudelski 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。9 アナリスト機関Reto AmstaldenBaader Helvea Equity ResearchAndrew GardinerBarclaysSimon GoetschmannBerenberg6 その他のアナリストを表示
お知らせ • Apr 17Kudelski SA Announces Board and Committee AppointmentsKudelski SA announced that at the AGM held on April 14, 2026, approved the Ms. Hélène Béguin, nominated to stand for election, was elected as a member of the Board for a one-year term. Ms. Béguin was previously a partner at KPMG from 2004 to 2025 and served on the board of directors of KPMG Suisse from 2014 to 2024, including most recently as its chairwoman. She holds a Master's degree in Business Administration from HEC Lausanne and is a certified public accountant. She joins the Board of Directors as of April 14, 2026. The shareholders elected Messrs. Michael Hengartner, Pierre Lescure, Alec Ross and Claude Smadja and as members of the Remuneration and Nomination Committee for a period of one-year.
お知らせ • Mar 24Kudelski SA, Annual General Meeting, Apr 14, 2026Kudelski SA, Annual General Meeting, Apr 14, 2026, at 14:00 W. Europe Standard Time.
お知らせ • Mar 03Kudelski SA to Report Fiscal Year 2025 Final Results on Mar 24, 2026Kudelski SA announced that they will report fiscal year 2025 final results on Mar 24, 2026
Reported Earnings • Feb 28Full year 2025 earnings releasedFull year 2025 results: Revenue: US$371.0m (down 3.3% from FY 2024). Net loss: US$42.4m (loss narrowed 72% from FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Electronic industry in the United Kingdom.
New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$150m Forecast net loss in 2 years: US$7.3m 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Currently unprofitable and not forecast to become profitable over next 2 years (US$7.3m net loss in 2 years). Market cap is less than US$100m (CHF67.4m market cap, or US$85.3m).
Board Change • Jan 07Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 07+ 1 more updateKudelski SA to Report Fiscal Year 2025 Results on Feb 26, 2026Kudelski SA announced that they will report fiscal year 2025 results at 12:00 PM, Central European Standard Time on Feb 26, 2026
New Risk • Sep 05New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$93m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$93m). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF76.3m market cap, or US$95.6m).
New Risk • Aug 16New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (CHF76.6m market cap, or US$95.0m).
Board Change • May 27Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • May 05Kudelski SA to Report First Half, 2025 Results on Aug 26, 2025Kudelski SA announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Feb 27Kudelski SA to Report Fiscal Year 2024 Final Results on Mar 27, 2025Kudelski SA announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Mar 27, 2025
お知らせ • Jan 25Kudelski IoT, a division of the Kudelski Group Announces the Launch of RecovR ID CheckKudelski IoT announced the launch of RecovR ID Check, an advanced identity verification solution designed to strengthen dealership defenses against identity theft and fraud in the U.S. automotive market. RecovR ID Check offers dealerships a modern, affordable solution to safeguard test drives, sales, and financing transactions. Criminals are increasingly using fake and stolen identities to take advantage of automotive dealers--driving off with vehicles during test drives or securing financing fraudulently. Identity crime enables them to disappear without a trace, leaving dealers to absorb the financial loss. And the fraud is often only discovered after the fictitious buyer defaults on their loan payments, which can be up to 90 days after purchase. This solution integrates seamlessly into existing dealership workflows, providing a powerful tool to reduce fraud and protect valuable dealership assets. Unlike competitive solutions, RecovR ID Check has no special equipment costs or monthly fees. Dealers simply purchase a pre-paid package of ID checks based on their needs.
Buy Or Sell Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CHF1.27. The fair value is estimated to be CHF1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 42% in a year. Earnings are forecast to grow by 77% in the next year.
Board Change • Nov 22Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Sep 13ASSA ABLOY AB (publ) (OM:ASSA B) acquired SKIDATA AG from Kudelski SA (SWX:KUD).ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group. Schoenherr Attorneys at Law acted as legal advisor to ASSA ABLOY AB. ASSA ABLOY AB (publ) (OM:ASSA B)completed acquisitiion of SKIDATA AG from Kudelski SA (SWX:KUD) on September 13, 2024.
Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: US$192.0m (flat on 1H 2023). Net loss: US$34.6m (loss widened 35% from 1H 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Aug 05Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Jul 24ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million.ASSA ABLOY AB (publ) (OM:ASSA B) signed an agreement to acquire SKIDATA AG from Kudelski SA (SWX:KUD) for an enterprise value of €340 million on July 22, 2024. For the period ending December 31, 2023, SKIDATA AG reported total revenue of €305 million. The acquisition is subject to regulatory approval and customary closing conditions and is expected to close during the third quarter of 2024. The acquisition will initially have a small dilutive effect to EPS. Goldman Sachs is acting as exclusive financial advisor and Nikolas Zirngibl, Andreas Thun, Thiemo Woertge, Alex Dolmans, Meg McIntyre, William Yavinsky, David Holland, Laura Asbati, Nicola Lemay, Marcus Schreibauer, Sarah-Lena Kreutzmann, Christoph Wünschmann, Lukas Rengier, Falk Schöning, Kerstin Neighbour, Sabrina Gäbeler, Maria Benbrahim, Mariëtte Vis and Falk Loose of Hogan Lovells International LLP is acting as legal advisor to Kudelski Group. Ben Marshall of Holding Redlich and Jacques Iffland of Lenz & Staehelin and Gerhard Hermann, Claudia Fochtmann-Tischler of Baker McKenzie acted as local counsel and Freshfields acted as legal advisor to Kudelski Group.
Board Change • May 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Apr 21+ 1 more updateKudelski SA, Annual General Meeting, Apr 17, 2025Kudelski SA, Annual General Meeting, Apr 17, 2025. Location: Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-Sur-Lausanne Switzerland
Board Change • Mar 25Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Nov 29Kudelski SA to Report First Half, 2024 Results on Aug 22, 2024Kudelski SA announced that they will report first half, 2024 results on Aug 22, 2024
New Risk • Oct 13New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (CHF80.1m market cap, or US$88.8m).
お知らせ • Sep 20+ 1 more updateKudelski SA, Annual General Meeting, Apr 19, 2024Kudelski SA, Annual General Meeting, Apr 19, 2024. Location: in Route de Genève 22-24, 1033 Cheseaux-sur-Lausanne Cheseaux-sur-Lausanne Switzerland
Reported Earnings • Aug 27First half 2023 earnings releasedFirst half 2023 results: Revenue: US$335.3m (up 2.1% from 1H 2022). Net loss: US$31.1m (loss widened 48% from 1H 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Jun 30Less 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. No experienced directors. 7 highly experienced directors. 1 independent director (6 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Buying Opportunity • Feb 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be CHF2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Aug 28First half 2022 earnings releasedFirst half 2022 results: Revenue: US$328.4m (down 2.2% from 1H 2021). Net loss: US$21.0m (loss widened 246% from 1H 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 9.0% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Aug 04Kudelski SA to Report Fiscal Year 2022 Results on Feb 23, 2023Kudelski SA announced that they will report fiscal year 2022 results on Feb 23, 2023
Board Change • May 31Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 7 highly experienced directors. 1 independent director (7 non-independent directors). Independent Vice-Chairman & Lead Director Claude Smadja was the last independent director to join the board, commencing their role in 1999. 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 • Apr 19Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (up from US$0.42 loss in FY 2020). Revenue: US$753.9m (up 3.4% from FY 2020). Net income: US$15.7m (up US$38.9m from FY 2020). Profit margin: 2.1% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.2%, compared to a 7.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be US$4.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.6% per annum over the last 3 years. The company has become profitable over the last year.
Upcoming Dividend • Apr 12Upcoming dividend of CHF0.10 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (4.2%). Higher than average of industry peers (0.9%).
Analyst Estimate Surprise Post Earnings • Mar 02Revenue misses expectationsRevenue missed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 7.0%, compared to a 6.6% growth forecast for the Electronic industry in the United Kingdom.
Reported Earnings • Mar 01Full year 2020 earnings released: US$0.42 loss per share (vs US$0.81 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$729.5m (down 10.0% from FY 2019). Net loss: US$23.2m (loss narrowed 48% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.