Lagercrantz Group(0RB7)株式概要ラガークランツ・グループAB(publish)は、その子会社とともに、スウェーデン、デンマーク、ノルウェー、フィンランド、ドイツ、英国、ベネルクス、ポーランド、その他のヨーロッパ諸国、北米、アジア、および国際的なテクノロジー企業として事業を展開している。 詳細0RB7 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績5/6財務の健全性3/6配当金0/6報酬収益は年間10.68%増加すると予測されています 過去1年間で収益は17.8%増加しました リスク分析多額の負債を抱えている すべてのリスクチェックを見る0RB7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueSEK Current PriceSEK 259.976.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture015b2016201920222025202620282031Revenue SEK 14.9bEarnings SEK 1.7bAdvancedSet Fair ValueView all narrativesLagercrantz Group AB (publ) 競合他社RenishawSymbol: LSE:RSWMarket cap: UK£3.8bOxford InstrumentsSymbol: LSE:OXIGMarket cap: UK£1.7bHalmaSymbol: LSE:HLMAMarket cap: UK£17.2bVectron SystemsSymbol: LSE:0W1IMarket cap: €113.9m価格と性能株価の高値、安値、推移の概要Lagercrantz Group過去の株価現在の株価SEK 259.9752週高値SEK 261.8052週安値SEK 185.70ベータ1.211ヶ月の変化9.15%3ヶ月変化19.80%1年変化19.05%3年間の変化91.01%5年間の変化178.95%IPOからの変化3,735.57%最新ニュースBuy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to kr255. The fair value is estimated to be kr211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • May 21Dividend increased to kr2.50Dividend of kr2.50 is 14% higher than last year. Ex-date: 26th August 2026 Payment date: 1st September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 43%. Cash payout ratio: 41%.お知らせ • May 20Lagercrantz Group AB (publ) announces Annual dividend, payable on September 01, 2026Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.5000 per share payable on September 01, 2026, ex-date on August 26, 2026 and record date on August 27, 2026.Reported Earnings • May 20Full year 2026 earnings released: EPS: kr5.82 (vs kr4.95 in FY 2025)Full year 2026 results: EPS: kr5.82 (up from kr4.95 in FY 2025). Revenue: kr10.6b (up 13% from FY 2025). Net income: kr1.20b (up 18% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 19Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026. Location: stockholm Swedenお知らせ • Apr 30Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S on April 29, 2026. As part of the acquisition, Hycon will become part of Lagercrantz’s Control division as of April 2026. Co-owner and Chief Executive Officer Martin Møller will retain a 5% ownership stake in the company. The acquisition is expected to have a marginally positive effect on the Group’s earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 95% stake in Hycon A/S on April 29, 2026.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to kr255. The fair value is estimated to be kr211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • May 21Dividend increased to kr2.50Dividend of kr2.50 is 14% higher than last year. Ex-date: 26th August 2026 Payment date: 1st September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 43%. Cash payout ratio: 41%.お知らせ • May 20Lagercrantz Group AB (publ) announces Annual dividend, payable on September 01, 2026Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.5000 per share payable on September 01, 2026, ex-date on August 26, 2026 and record date on August 27, 2026.Reported Earnings • May 20Full year 2026 earnings released: EPS: kr5.82 (vs kr4.95 in FY 2025)Full year 2026 results: EPS: kr5.82 (up from kr4.95 in FY 2025). Revenue: kr10.6b (up 13% from FY 2025). Net income: kr1.20b (up 18% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 19Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026. Location: stockholm Swedenお知らせ • Apr 30Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S on April 29, 2026. As part of the acquisition, Hycon will become part of Lagercrantz’s Control division as of April 2026. Co-owner and Chief Executive Officer Martin Møller will retain a 5% ownership stake in the company. The acquisition is expected to have a marginally positive effect on the Group’s earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 95% stake in Hycon A/S on April 29, 2026.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr248, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr176 per share.Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to kr210. The fair value is estimated to be kr173, 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 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Apr 03Lagercrantz Group AB (publ) (OM:LAGR B) acquired Michael Smith Switchgear Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Michael Smith Switchgear Limited on April 2, 2026. MS Switchgear will be part of the Electrify division as of April 2026. The acquisition is expected to generate a small positive contribution to Lagercrantz Group's earnings per share on an annual basis. The management team will continue to lead MS Switchgear within the Lagercrantz Group. For the period ending December 31, 2025, Michael Smith Switchgear Limited reported total revenue of £8 million. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Michael Smith Switchgear Limited on April 2, 2026.Buy Or Sell Opportunity • Mar 04Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to kr211. The fair value is estimated to be kr174, 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 14%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Feb 06Second quarter 2026 earnings released: EPS: kr1.26 (vs kr1.09 in 2Q 2025)Second quarter 2026 results: EPS: kr1.26 (up from kr1.09 in 2Q 2025). Revenue: kr2.46b (up 13% from 2Q 2025). Net income: kr260.0m (up 16% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 06Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to kr222. The fair value is estimated to be kr171, 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 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Jan 13Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at kr207. The fair value is estimated to be kr172, 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 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Nov 26Lagercrantz Group AB (publ) (OM:LAGR B) acquired 85% stake in I Holland Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 85% stake in I Holland Limited on November 25, 2025. I Holland will be part of the TecSec division as of November 2025. For the period ending December 31, 2024, I Holland Limited reported total revenue of £27 million. The management team, comprising Javier Raposo, Rob Chatwin and Matthew Pullen, will continue to lead I Holland within the Lagercrantz Group and will together retain 15% of the shares in the company. The acquisition is expected to generate a small positive contribution to Lagercrantz Group's earnings per share on an annual basis. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in I Holland Limited on November 25, 2025.Recent Insider Transactions • Nov 23Independent Chairman of the Board recently bought kr728k worth of stockOn the 19th of November, Fredrik Börjesson bought around 4k shares on-market at roughly kr208 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr762k worth in shares.Reported Earnings • Oct 26Second quarter 2026 earnings released: EPS: kr1.26 (vs kr1.09 in 2Q 2025)Second quarter 2026 results: EPS: kr1.26 (up from kr1.09 in 2Q 2025). Revenue: kr2.46b (up 13% from 2Q 2025). Net income: kr260.0m (up 16% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 02Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to kr206. The fair value is estimated to be kr170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • Aug 20Upcoming dividend of kr2.20 per shareEligible shareholders must have bought the stock before 27 August 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (1.3%).お知らせ • Jul 24Lagercrantz Group AB (publ), Annual General Meeting, Aug 26, 2025Lagercrantz Group AB (publ), Annual General Meeting, Aug 26, 2025, at 04:00 W. Europe Standard Time. Location: at ivas conference centre, grev turegatan, 16 in stockholm., stockholm SwedenReported Earnings • Jul 09Full year 2025 earnings released: EPS: kr4.95 (vs kr4.26 in FY 2024)Full year 2025 results: EPS: kr4.95 (up from kr4.26 in FY 2024). Revenue: kr9.39b (up 16% from FY 2024). Net income: kr1.02b (up 16% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 02Lagercrantz Group AB (publ) (OM:LAGR B) acquired Friggerakers Verkstader Ab.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Friggerakers Verkstader Ab on July 1, 2025. For the period ending December 31, 2024, Friggerakers Verkstader Ab reported total revenue of SEK 110 million. Johan Winnerblad of Advokatfirman Vinge KB acted as legal advisor for Lagercrantz Group AB. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Friggerakers Verkstader Ab on July 1, 2025.Declared Dividend • Jun 25Dividend increased to kr2.20Dividend of kr2.20 is 16% higher than last year. Ex-date: 27th August 2025 Payment date: 2nd September 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 44%. Cash payout ratio: 39%.お知らせ • Jun 24Lagercrantz Group AB (publ) announces Annual dividend, payable on September 02, 2025Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.2000 per share payable on September 02, 2025, ex-date on August 27, 2025 and record date on August 28, 2025.Buy Or Sell Opportunity • Jun 19Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to kr220. The fair value is estimated to be kr182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Jun 11Lagercrantz Group AB (publ) (OM:LAGR B) acquired Epoke A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Epoke A/S on June 10, 2025. For the period ending December 31, 2024, Epoke A/S reported total revenue of DKK 240 million. Post completion of the acquisition, Epoke will be part of Division International, and the acquisition is expected to have a small positive impact on Lagercrantz Group's earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Epoke A/S on June 10, 2025.お知らせ • Jun 05Lagercrantz Group AB (publ) (OM:LAGR B) acquired Ab Orax.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Ab Orax on June 4, 2025. Orax will become part of Lagercrantz’s Control division as of June 2025. For the period ending December 31, 2024, Ab Orax reported total revenue of SEK 50 million. The acquisition is expected to have a marginally positive impact on the Group’s earnings per share. Johan Winnerblad, Sofia Sallnäs and Ellenor Eckerborn of Advokatfirman Vinge Ab acted as legal advisor for Lagercrantz Group AB. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Ab Orax on June 4, 2025.Recent Insider Transactions • May 24Director recently bought kr1.1m worth of stockOn the 22nd of May, Anders Claeson bought around 5k shares on-market at roughly kr222 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.9m more in shares than they have sold in the last 12 months.お知らせ • May 21Lagercrantz Yearlagercrantz Group AB (publ) Proposes Dividend for the Year Ended March 31, 2025Lagercrantz Group AB (publ) proposed a dividend of SEK 2.20 per share for the year ended March 31, 2025 compared to (1.90) per share, an increase of 16% compared to 2023/24.Reported Earnings • May 20Full year 2025 earnings released: EPS: kr4.95 (vs kr4.26 in FY 2024)Full year 2025 results: EPS: kr4.95 (up from kr4.26 in FY 2024). Revenue: kr9.39b (up 16% from FY 2024). Net income: kr1.02b (up 16% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.3% 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 increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 12Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to kr214. The fair value is estimated to be kr178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Feb 21Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Van Leeuwen Test Group B.V. from Theo Van Leeuwen.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Van Leeuwen Test Group B.V. from Theo Van Leeuwen on December 20, 2024. The acquisition is subject to regulatory approval in the UK. In a related transaction for Track Analysis Systems Ltd is an add-on acquisition for Radonova is Lagercrantz’s subsidiary. VLT will become part of the Niche Products division. Theo Van Leeuwen, Managing Director and owner, who will stay on as an advisor to the company. The acquisition will not have any major impact on Lagercrantz' earnings per share. The transaction is completion expected in February 2025. Van Leeuwen Test Group B.V. generated revenue of €20 million for period ending December 31, 2023. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Van Leeuwen Test Group B.V. from Theo Van Leeuwen on February 20, 2024.The transaction has now received the necessary regulatory approvals. VLT will be part of the Niche Products division starting in February 2025. The acquisition is expected to generate a marginally positive contribution to Lagercrantz’s earnings per share.Buy Or Sell Opportunity • Feb 03Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr232. The fair value is estimated to be kr187, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Feb 01Lagercrantz Group AB (publ) to Report Q4, 2026 Results on May 19, 2026Lagercrantz Group AB (publ) announced that they will report Q4, 2026 results on May 19, 2026Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: kr1.30 (vs kr1.09 in 3Q 2024)Third quarter 2025 results: EPS: kr1.30 (up from kr1.09 in 3Q 2024). Revenue: kr2.46b (up 20% from 3Q 2024). Net income: kr267.0m (up 19% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 12% 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 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 17+ 2 more updatesLagercrantz Group AB (publ) to Report Q1, 2026 Results on Jul 18, 2025Lagercrantz Group AB (publ) announced that they will report Q1, 2026 results on Jul 18, 2025Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to kr207. The fair value is estimated to be kr168, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to kr201. The fair value is estimated to be kr166, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Recent Insider Transactions • Nov 22Director recently bought kr318k worth of stockOn the 18th of November, Anna Marsell bought around 2k shares on-market at roughly kr196 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr652k more in shares than they have sold in the last 12 months.お知らせ • Nov 20Lagercrantz Group AB (publ) (OM:LAGR B) acquired Mastsystem Int'l Oy.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy on September 13, 2024. Mastsystem is generating an annual revenue of around €15 million with EBITA of around €6 million. The acquisition will be done at an EV/EBITA multiple of approximately 7x. The acquisition is subject to approval by the Finnish authorities, which is now taking place. Mastsystem will be part of the division Electrify. The acquisition is expected to generate a small positive addition to Lagercrantz’ earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Mastsystem Int'l Oy on November 20, 2024. Starting in December 2024, Mastsystem will be integrated into Division Electrify.Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: kr1.09 (vs kr0.99 in 2Q 2024)Second quarter 2025 results: EPS: kr1.09 (up from kr0.99 in 2Q 2024). Revenue: kr2.17b (up 16% from 2Q 2024). Net income: kr224.0m (up 9.8% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.Buy Or Sell Opportunity • Oct 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to kr200. The fair value is estimated to be kr164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.お知らせ • Sep 13Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy on September 13, 2024. Mastsystem is generating an annual revenue of around €15 million with EBITA of around €6 million. The acquisition will be done at an EV/EBITA multiple of approximately 7x. The acquisition is subject to approval by the Finnish authorities, which is now taking place. Mastsystem will be part of the division Electrify. The acquisition is expected to generate a small positive addition to Lagercrantz’ earnings per share.お知らせ • Aug 27+ 1 more updateLagercrantz Group AB (Publ) Announces Board and Committee ChangesLagercrantz Group AB (publ) announced that Ulf Södergren left the Board and Malin Nordesjö was elected new Board member. At the subsequent statutory Board Meeting, the entire Board of Directors with the exception of the President & CEO was elected to serve as the company's Audit Committee. The Chairman Fredrik Börjesson and Malin Nordesjö were elected to serve as the company's Remuneration Committee with the President & CEO participating in a reporting capacity.Upcoming Dividend • Aug 20Upcoming dividend of kr1.90 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.5%).Declared Dividend • Aug 04Dividend increased to kr1.90Dividend of kr1.90 is 19% higher than last year. Ex-date: 27th August 2024 Payment date: 2nd September 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 44%. Cash payout ratio: 34%.Recent Insider Transactions • Jul 31Director recently bought kr300k worth of stockOn the 25th of July, Anna Marsell bought around 2k shares on-market at roughly kr172 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr484k more in shares than they have sold in the last 12 months.Buy Or Sell Opportunity • Jul 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to kr177. The fair value is estimated to be kr147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jul 18Lagercrantz Group AB (publ) (OM:LAGR B) acquired 87% stake in C P Cases Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 87% stake in C P Cases Limited on July 17, 2024. CP Cases will be part of Lagercrantz’ Control division as of July 2024. The founder and MD of C P Cases, Peter Ross and the US General Manager Peter Gill of C P Cases, will retain 13% ownership of the shares in C P Cases. The acquisition is expected to have a marginally positive effect on Lagercrantz's earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 87% stake in C P Cases Limited on July 17, 2024.Reported Earnings • Jul 08Full year 2024 earnings released: EPS: kr4.26 (vs kr3.73 in FY 2023)Full year 2024 results: EPS: kr4.26 (up from kr3.73 in FY 2023). Revenue: kr8.13b (up 12% from FY 2023). Net income: kr877.0m (up 16% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 24+ 2 more updatesLagercrantz Group AB (publ) to Report Q2, 2025 Results on Oct 25, 2024Lagercrantz Group AB (publ) announced that they will report Q2, 2025 results on Oct 25, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: kr4.26 (vs kr3.71 in FY 2023)Full year 2024 results: EPS: kr4.26 (up from kr3.71 in FY 2023). Revenue: kr8.13b (up 12% from FY 2023). Net income: kr877.0m (up 16% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 18Lagercrantz Group AB (publ) Proposes Dividend for the Year Ended March 31, 2024Lagercrantz Group AB (publ)'s board of directors proposed an increased dividend by 19% to SEK 1.90 (1.60) per share for the year ended March 31, 2024.お知らせ • Mar 07Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in Nordic Road Safety AB.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 85% stake in Nordic Road Safety AB on December 22, 2023. The acquisition is subject to approval by the authorities. The acquisition is subject to regulatory approval and is expected to close in March 2024. Claes Kjellberg, Maja Uppgren, Nicolina Hultgren Farsani, Philip Thorell and Josephine Gjerstad Medina of acted as the legal advisor to Hannes Snellman Advokatbyrå Ab. Johan Winnerblad and Eléonore Friberg of Advokatfirman Vinge KB acted as the legal advisor to Nordic Road Safety AB.Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in Nordic Road Safety AB on December 22, 2023. Nordic Road Safety had revenues of approximately SEK 350 million, operating profits of approximately SEK 50 million during 2023.お知らせ • Feb 23Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 96% stake in Prido Ab.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab on February 7, 2024. Prido will be part of the Niche Products division. In recent years, Prido has generated annual revenue of around SEK 300 million with an operating profit (EBITA) of just under SEK 70 million. The acquisition is subject to approval by the authorities which is now taking place ahead of anticipated takeover latest March 2024. Johan Winnerblad, Johan Cederblad from Advokatfirman Vinge KB acted as legal advisors to Lagercrantz Group AB (publ) (OM:LAGR B). As of February 22, 2024, The transaction has received regulatory approval. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 96% stake in Prido Ab on February 22, 2024. The acquisition is expected to generate a positive contribution to Lagercrantz Group's earnings per share.お知らせ • Feb 09Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab on February 7, 2024. Prido will be part of the Niche Products division. In recent years, Prido has generated annual revenue of around SEK 300 million with an operating profit (EBITA) of just under SEK 70 million. The acquisition is subject to approval by the authorities which is now taking place ahead of anticipated takeover latest March 2024.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: kr1.09 (vs kr0.97 in 3Q 2023)Third quarter 2024 results: EPS: kr1.09 (up from kr0.97 in 3Q 2023). Revenue: kr2.05b (up 5.8% from 3Q 2023). Net income: kr225.0m (up 13% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.お知らせ • Dec 30Lagercrantz Group AB (publ) to Report Q1, 2025 Results on Jul 18, 2024Lagercrantz Group AB (publ) announced that they will report Q1, 2025 results on Jul 18, 2024Reported Earnings • Oct 26Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr1.87b (up 12% from 2Q 2023). Net income: kr204.0m (up 21% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Sep 13Lagercrantz Group AB (publ) (OM:LAGR B) acquired Letti AS from Roger Bach.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Letti AS from Roger Bach on September 12, 2023. Letti will become part of the Electrify division in September 2023.Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Letti AS from Roger Bach on September 12, 2023.お知らせ • Aug 30Lagercrantz Group AB Approves Dividend, Payable on 5 September 2023Lagercrantz Group AB at its Annual General Meeting held on 29 August 2023, approved a dividend of SEK 1.60 per share in accordance with the proposal of the Board of Directors. 31 August 2023 shall be the record day for receiving dividend, which is expected to be paid out on 5 September 2023.Upcoming Dividend • Aug 23Upcoming dividend of kr1.60 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (1.7%).お知らせ • Jul 21Lagercrantz Group AB (Publ) Proposes DividendThe Board of Directors of Lagercrantz Group AB (publ) proposed a dividend of SEK 1.60 (1.30) per share, at the Annual General Meeting will be held on 29 August 2023.お知らせ • Jul 15+ 1 more updateLagercrantz Group AB (publ) to Report Fiscal Year 2024 Results on May 17, 2024Lagercrantz Group AB (publ) announced that they will report fiscal year 2024 results on May 17, 2024Reported Earnings • Jul 13Full year 2023 earnings released: EPS: kr3.71 (vs kr2.81 in FY 2022)Full year 2023 results: EPS: kr3.71 (up from kr2.81 in FY 2022). Revenue: kr7.25b (up 32% from FY 2022). Net income: kr758.0m (up 33% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 10% 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 28% per year whereas the company’s share price has increased by 31% per year.Recent Insider Transactions • Jun 15Director recently bought kr1.4m worth of stockOn the 13th of June, Anders Claeson bought around 10k shares on-market at roughly kr138 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.3m more in shares than they have sold in the last 12 months.Reported Earnings • May 17Full year 2023 earnings released: EPS: kr3.68 (vs kr2.81 in FY 2022)Full year 2023 results: EPS: kr3.68 (up from kr2.81 in FY 2022). Revenue: kr7.25b (up 32% from FY 2022). Net income: kr758.0m (up 33% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16+ 1 more updateLagercrantz Group AB (publ) to Report Q2, 2024 Results on Oct 25, 2023Lagercrantz Group AB (publ) announced that they will report Q2, 2024 results on Oct 25, 2023お知らせ • Feb 03Lagercrantz Group AB (publ), Annual General Meeting, Aug 29, 2023Lagercrantz Group AB (publ), Annual General Meeting, Aug 29, 2023.Reported Earnings • Feb 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr1.94b (up 38% from 3Q 2022). Net income: kr199.0m (up 35% from 3Q 2022). Profit margin: 10% (in line with 3Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom.Recent Insider Transactions • Nov 30Director recently sold kr98k worth of stockOn the 21st of November, Anna Almlöf sold around 904 shares on-market at roughly kr109 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr52k more than they sold in the last 12 months.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Anders Claeson was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr1.67b (up 39% from 2Q 2022). Net income: kr168.0m (up 45% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Oct 26Lagercrantz Group AB (publ) to Report Q1, 2023 Results on Jul 19, 2023Lagercrantz Group AB (publ) announced that they will report Q1, 2023 results at 9:00 AM, Central European Standard Time on Jul 19, 2023Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr79.85, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr79.85, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.Buying Opportunity • Oct 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be kr109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.Upcoming Dividend • Aug 24Upcoming dividend of kr1.30 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 12Full year 2022 earnings releasedFull year 2022 results: Revenue: kr5.48b (up 34% from FY 2021). Net income: kr572.0m (up 47% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is forecast to grow 14%, compared to a 8.8% growth forecast for the industry in the United Kingdom.Recent Insider Transactions • May 28Director recently bought kr100k worth of stockOn the 24th of May, Anna Marsell bought around 1k shares on-market at roughly kr93.90 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr4.4m more in shares than they bought in the last 12 months.Reported Earnings • May 18Full year 2022 earnings released: EPS: kr2.81 (vs kr1.91 in FY 2021)Full year 2022 results: EPS: kr2.81 (up from kr1.91 in FY 2021). Revenue: kr5.48b (up 34% from FY 2021). Net income: kr572.0m (up 47% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 18Lagercrantz Group AB (publ) to Report Fiscal Year 2023 Results on May 16, 2023Lagercrantz Group AB (publ) announced that they will report fiscal year 2023 results on May 16, 2023Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Anders Claeson was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 05Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: kr1.41b (up 30% from 3Q 2021). Net income: kr148.0m (up 33% from 3Q 2021). Profit margin: 11% (in line with 3Q 2021). Revenue exceeded analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 5.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr109, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr65.89 per share.Executive Departure • Dec 01Chief Financial Officer Kristina MacKintosh has left the companyOn the 1st of December, Kristina MacKintosh's tenure as Chief Financial Officer ended after 2.5 years in the role. We don't have any record of a personal shareholding under Kristina's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr119, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr72.75 per share.Reported Earnings • Oct 23Second quarter 2022 earnings released: EPS kr0.57 (vs kr0.40 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: kr1.20b (up 31% from 2Q 2021). Net income: kr116.0m (up 43% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Aug 27Chairman of the Board Anders Börjesson has left the companyOn the 24th of August, Anders Börjesson's tenure as Chairman of the Board ended after 16.1 years in the role. We don't have any record of a personal shareholding under Anders' name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Upcoming Dividend • Aug 18Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 31 August 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (3.8%). In line with average of industry peers (0.9%).Reported Earnings • Jul 08Full year 2021 earnings released: EPS kr1.91 (vs kr1.80 in FY 2020)The company reported a mediocre full year result with weaker revenues, although profit margins were flat and earnings improved. Full year 2021 results: Revenue: kr4.09b (down 2.1% from FY 2020). Net income: kr388.0m (up 6.0% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 17Insider recently sold kr4.6m worth of stockOn the 15th of June, Magnus Söderlind sold around 50k shares on-market at roughly kr91.19 per share. In the last 3 months, they made an even bigger sale worth kr11m. Insiders have been net sellers, collectively disposing of kr74m more than they bought in the last 12 months.Recent Insider Transactions • May 22Director recently bought kr128k worth of stockOn the 19th of May, Anna Almlöf bought around 1k shares on-market at roughly kr94.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr737k. Despite this recent purchase, insiders have collectively sold kr71m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 21Director recently bought kr128k worth of stockOn the 19th of May, Anna Almlöf bought around 1k shares on-market at roughly kr94.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr737k. Despite this recent purchase, insiders have collectively sold kr71m more in shares than they bought in the last 12 months.株主還元0RB7GB ElectronicGB 市場7D8.3%2.7%1.5%1Y19.1%60.0%19.4%株主還元を見る業界別リターン: 0RB7過去 1 年間で60 % の収益を上げたUK Electronic業界を下回りました。リターン対市場: 0RB7は、過去 1 年間で19.4 % のリターンをもたらしたUKマーケットと一致しました。価格変動Is 0RB7's price volatile compared to industry and market?0RB7 volatility0RB7 Average Weekly Movement5.2%Electronic Industry Average Movement6.0%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.1%安定した株価: 0RB7 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0RB7の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19063,627Jörgen Wighwww.lagercrantz.comラガークランツ・グループAB(publish)は、その子会社とともに、スウェーデン、デンマーク、ノルウェー、フィンランド、ドイツ、英国、ベネルクス、ポーランド、その他のヨーロッパ、北米、アジア、および国際的なテクノロジー企業として事業を展開している。同社は5つのセグメントで事業を展開している:エレクトリファイ、コントロール、テクセック、ニッチ製品、インターナショナル。IPクラスのエンクロージャー、キャビネット、ストレージ・ソリューション、ケーブル・ソリューション、安全・セキュリティ製品およびシステム、インフラ・電気製品、テクニカル・ハウジング、計測・制御技術機器を提供している。また、施錠装置、フェンス、セキュリティドアなどのテクニカルセキュリティ製品、テクニカルセキュリティシステム、事故を未然に防ぐセキュリティソリューションも提供している。さらに、大型車用洗浄システム、食品用ディスペンサーシステム、包丁などの刃物研ぎシステム、冷蔵室や病院用の特殊ドア、陸上養殖場用のバルブ、海洋製品も提供している。同社は、造船所、鉄道、配電、機械、産業、配電、送電、再生可能エネルギー、輸送インフラ、バッテリー・充電技術、光ファイバーや5Gなどの通信ネットワーク、公共機関、重要な社会機能、企業、物流、介護・医療、建築、建設、オフショア分野などにソリューションを提供している。ラガークランツ・グループAB(publ)は1906年に設立され、スウェーデンのストックホルムに本社を置いている。もっと見るLagercrantz Group AB (publ) 基礎のまとめLagercrantz Group の収益と売上を時価総額と比較するとどうか。0RB7 基礎統計学時価総額SEK 53.97b収益(TTM)SEK 1.20b売上高(TTM)SEK 10.61b45.0xPER(株価収益率5.1xP/Sレシオ0RB7 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計0RB7 損益計算書(TTM)収益SEK 10.61b売上原価SEK 6.45b売上総利益SEK 4.16bその他の費用SEK 2.96b収益SEK 1.20b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)5.82グロス・マージン39.20%純利益率11.31%有利子負債/自己資本比率91.1%0RB7 の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.0%現在の配当利回り43%配当性向0RB7 配当は確実ですか?0RB7 配当履歴とベンチマークを見る0RB7 、いつまでに購入すれば配当金を受け取れますか?Lagercrantz Group 配当日配当落ち日Aug 26 2026配当支払日Sep 01 2026配当落ちまでの日数92 days配当支払日までの日数98 days0RB7 配当は確実ですか?0RB7 配当履歴とベンチマークを見るView Valuation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2026/05/25 13:45終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Lagercrantz Group AB (publ) 6 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。11 アナリスト機関null nullABG Sundal CollierErik CasselABG Sundal Collier SponsoredSimon JonssonBerenberg8 その他のアナリストを表示
Buy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to kr255. The fair value is estimated to be kr211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • May 21Dividend increased to kr2.50Dividend of kr2.50 is 14% higher than last year. Ex-date: 26th August 2026 Payment date: 1st September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 43%. Cash payout ratio: 41%.
お知らせ • May 20Lagercrantz Group AB (publ) announces Annual dividend, payable on September 01, 2026Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.5000 per share payable on September 01, 2026, ex-date on August 26, 2026 and record date on August 27, 2026.
Reported Earnings • May 20Full year 2026 earnings released: EPS: kr5.82 (vs kr4.95 in FY 2025)Full year 2026 results: EPS: kr5.82 (up from kr4.95 in FY 2025). Revenue: kr10.6b (up 13% from FY 2025). Net income: kr1.20b (up 18% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 19Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026. Location: stockholm Sweden
お知らせ • Apr 30Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S on April 29, 2026. As part of the acquisition, Hycon will become part of Lagercrantz’s Control division as of April 2026. Co-owner and Chief Executive Officer Martin Møller will retain a 5% ownership stake in the company. The acquisition is expected to have a marginally positive effect on the Group’s earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 95% stake in Hycon A/S on April 29, 2026.
Buy Or Sell Opportunity • May 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to kr255. The fair value is estimated to be kr211, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • May 21Dividend increased to kr2.50Dividend of kr2.50 is 14% higher than last year. Ex-date: 26th August 2026 Payment date: 1st September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 43%. Cash payout ratio: 41%.
お知らせ • May 20Lagercrantz Group AB (publ) announces Annual dividend, payable on September 01, 2026Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.5000 per share payable on September 01, 2026, ex-date on August 26, 2026 and record date on August 27, 2026.
Reported Earnings • May 20Full year 2026 earnings released: EPS: kr5.82 (vs kr4.95 in FY 2025)Full year 2026 results: EPS: kr5.82 (up from kr4.95 in FY 2025). Revenue: kr10.6b (up 13% from FY 2025). Net income: kr1.20b (up 18% from FY 2025). Profit margin: 11% (in line with FY 2025). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 19Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026Lagercrantz Group AB (publ), Annual General Meeting, Aug 25, 2026. Location: stockholm Sweden
お知らせ • Apr 30Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 95% stake in Hycon A/S on April 29, 2026. As part of the acquisition, Hycon will become part of Lagercrantz’s Control division as of April 2026. Co-owner and Chief Executive Officer Martin Møller will retain a 5% ownership stake in the company. The acquisition is expected to have a marginally positive effect on the Group’s earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 95% stake in Hycon A/S on April 29, 2026.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr248, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr176 per share.
Buy Or Sell Opportunity • Apr 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to kr210. The fair value is estimated to be kr173, 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 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Apr 03Lagercrantz Group AB (publ) (OM:LAGR B) acquired Michael Smith Switchgear Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Michael Smith Switchgear Limited on April 2, 2026. MS Switchgear will be part of the Electrify division as of April 2026. The acquisition is expected to generate a small positive contribution to Lagercrantz Group's earnings per share on an annual basis. The management team will continue to lead MS Switchgear within the Lagercrantz Group. For the period ending December 31, 2025, Michael Smith Switchgear Limited reported total revenue of £8 million. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Michael Smith Switchgear Limited on April 2, 2026.
Buy Or Sell Opportunity • Mar 04Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to kr211. The fair value is estimated to be kr174, 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 14%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Feb 06Second quarter 2026 earnings released: EPS: kr1.26 (vs kr1.09 in 2Q 2025)Second quarter 2026 results: EPS: kr1.26 (up from kr1.09 in 2Q 2025). Revenue: kr2.46b (up 13% from 2Q 2025). Net income: kr260.0m (up 16% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 06Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to kr222. The fair value is estimated to be kr171, 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 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Jan 13Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at kr207. The fair value is estimated to be kr172, 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 15%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Nov 26Lagercrantz Group AB (publ) (OM:LAGR B) acquired 85% stake in I Holland Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 85% stake in I Holland Limited on November 25, 2025. I Holland will be part of the TecSec division as of November 2025. For the period ending December 31, 2024, I Holland Limited reported total revenue of £27 million. The management team, comprising Javier Raposo, Rob Chatwin and Matthew Pullen, will continue to lead I Holland within the Lagercrantz Group and will together retain 15% of the shares in the company. The acquisition is expected to generate a small positive contribution to Lagercrantz Group's earnings per share on an annual basis. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in I Holland Limited on November 25, 2025.
Recent Insider Transactions • Nov 23Independent Chairman of the Board recently bought kr728k worth of stockOn the 19th of November, Fredrik Börjesson bought around 4k shares on-market at roughly kr208 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr762k worth in shares.
Reported Earnings • Oct 26Second quarter 2026 earnings released: EPS: kr1.26 (vs kr1.09 in 2Q 2025)Second quarter 2026 results: EPS: kr1.26 (up from kr1.09 in 2Q 2025). Revenue: kr2.46b (up 13% from 2Q 2025). Net income: kr260.0m (up 16% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 02Now 21% overvaluedOver the last 90 days, the stock has fallen 13% to kr206. The fair value is estimated to be kr170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • Aug 20Upcoming dividend of kr2.20 per shareEligible shareholders must have bought the stock before 27 August 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (1.3%).
お知らせ • Jul 24Lagercrantz Group AB (publ), Annual General Meeting, Aug 26, 2025Lagercrantz Group AB (publ), Annual General Meeting, Aug 26, 2025, at 04:00 W. Europe Standard Time. Location: at ivas conference centre, grev turegatan, 16 in stockholm., stockholm Sweden
Reported Earnings • Jul 09Full year 2025 earnings released: EPS: kr4.95 (vs kr4.26 in FY 2024)Full year 2025 results: EPS: kr4.95 (up from kr4.26 in FY 2024). Revenue: kr9.39b (up 16% from FY 2024). Net income: kr1.02b (up 16% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 10% 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 16% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 02Lagercrantz Group AB (publ) (OM:LAGR B) acquired Friggerakers Verkstader Ab.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Friggerakers Verkstader Ab on July 1, 2025. For the period ending December 31, 2024, Friggerakers Verkstader Ab reported total revenue of SEK 110 million. Johan Winnerblad of Advokatfirman Vinge KB acted as legal advisor for Lagercrantz Group AB. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Friggerakers Verkstader Ab on July 1, 2025.
Declared Dividend • Jun 25Dividend increased to kr2.20Dividend of kr2.20 is 16% higher than last year. Ex-date: 27th August 2025 Payment date: 2nd September 2025 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 44%. Cash payout ratio: 39%.
お知らせ • Jun 24Lagercrantz Group AB (publ) announces Annual dividend, payable on September 02, 2025Lagercrantz Group AB (publ) announced Annual dividend of SEK 2.2000 per share payable on September 02, 2025, ex-date on August 27, 2025 and record date on August 28, 2025.
Buy Or Sell Opportunity • Jun 19Now 21% overvaluedOver the last 90 days, the stock has fallen 2.1% to kr220. The fair value is estimated to be kr182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Jun 11Lagercrantz Group AB (publ) (OM:LAGR B) acquired Epoke A/S.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Epoke A/S on June 10, 2025. For the period ending December 31, 2024, Epoke A/S reported total revenue of DKK 240 million. Post completion of the acquisition, Epoke will be part of Division International, and the acquisition is expected to have a small positive impact on Lagercrantz Group's earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Epoke A/S on June 10, 2025.
お知らせ • Jun 05Lagercrantz Group AB (publ) (OM:LAGR B) acquired Ab Orax.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Ab Orax on June 4, 2025. Orax will become part of Lagercrantz’s Control division as of June 2025. For the period ending December 31, 2024, Ab Orax reported total revenue of SEK 50 million. The acquisition is expected to have a marginally positive impact on the Group’s earnings per share. Johan Winnerblad, Sofia Sallnäs and Ellenor Eckerborn of Advokatfirman Vinge Ab acted as legal advisor for Lagercrantz Group AB. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Ab Orax on June 4, 2025.
Recent Insider Transactions • May 24Director recently bought kr1.1m worth of stockOn the 22nd of May, Anders Claeson bought around 5k shares on-market at roughly kr222 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.9m more in shares than they have sold in the last 12 months.
お知らせ • May 21Lagercrantz Yearlagercrantz Group AB (publ) Proposes Dividend for the Year Ended March 31, 2025Lagercrantz Group AB (publ) proposed a dividend of SEK 2.20 per share for the year ended March 31, 2025 compared to (1.90) per share, an increase of 16% compared to 2023/24.
Reported Earnings • May 20Full year 2025 earnings released: EPS: kr4.95 (vs kr4.26 in FY 2024)Full year 2025 results: EPS: kr4.95 (up from kr4.26 in FY 2024). Revenue: kr9.39b (up 16% from FY 2024). Net income: kr1.02b (up 16% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.3% 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 increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 12Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to kr214. The fair value is estimated to be kr178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Feb 21Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Van Leeuwen Test Group B.V. from Theo Van Leeuwen.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Van Leeuwen Test Group B.V. from Theo Van Leeuwen on December 20, 2024. The acquisition is subject to regulatory approval in the UK. In a related transaction for Track Analysis Systems Ltd is an add-on acquisition for Radonova is Lagercrantz’s subsidiary. VLT will become part of the Niche Products division. Theo Van Leeuwen, Managing Director and owner, who will stay on as an advisor to the company. The acquisition will not have any major impact on Lagercrantz' earnings per share. The transaction is completion expected in February 2025. Van Leeuwen Test Group B.V. generated revenue of €20 million for period ending December 31, 2023. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Van Leeuwen Test Group B.V. from Theo Van Leeuwen on February 20, 2024.The transaction has now received the necessary regulatory approvals. VLT will be part of the Niche Products division starting in February 2025. The acquisition is expected to generate a marginally positive contribution to Lagercrantz’s earnings per share.
Buy Or Sell Opportunity • Feb 03Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr232. The fair value is estimated to be kr187, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Feb 01Lagercrantz Group AB (publ) to Report Q4, 2026 Results on May 19, 2026Lagercrantz Group AB (publ) announced that they will report Q4, 2026 results on May 19, 2026
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: kr1.30 (vs kr1.09 in 3Q 2024)Third quarter 2025 results: EPS: kr1.30 (up from kr1.09 in 3Q 2024). Revenue: kr2.46b (up 20% from 3Q 2024). Net income: kr267.0m (up 19% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 12% 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 18% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 17+ 2 more updatesLagercrantz Group AB (publ) to Report Q1, 2026 Results on Jul 18, 2025Lagercrantz Group AB (publ) announced that they will report Q1, 2026 results on Jul 18, 2025
Buy Or Sell Opportunity • Jan 15Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to kr207. The fair value is estimated to be kr168, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to kr201. The fair value is estimated to be kr166, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Recent Insider Transactions • Nov 22Director recently bought kr318k worth of stockOn the 18th of November, Anna Marsell bought around 2k shares on-market at roughly kr196 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr652k more in shares than they have sold in the last 12 months.
お知らせ • Nov 20Lagercrantz Group AB (publ) (OM:LAGR B) acquired Mastsystem Int'l Oy.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy on September 13, 2024. Mastsystem is generating an annual revenue of around €15 million with EBITA of around €6 million. The acquisition will be done at an EV/EBITA multiple of approximately 7x. The acquisition is subject to approval by the Finnish authorities, which is now taking place. Mastsystem will be part of the division Electrify. The acquisition is expected to generate a small positive addition to Lagercrantz’ earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Mastsystem Int'l Oy on November 20, 2024. Starting in December 2024, Mastsystem will be integrated into Division Electrify.
Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: kr1.09 (vs kr0.99 in 2Q 2024)Second quarter 2025 results: EPS: kr1.09 (up from kr0.99 in 2Q 2024). Revenue: kr2.17b (up 16% from 2Q 2024). Net income: kr224.0m (up 9.8% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
Buy Or Sell Opportunity • Oct 25Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to kr200. The fair value is estimated to be kr164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
お知らせ • Sep 13Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire Mastsystem Int'l Oy on September 13, 2024. Mastsystem is generating an annual revenue of around €15 million with EBITA of around €6 million. The acquisition will be done at an EV/EBITA multiple of approximately 7x. The acquisition is subject to approval by the Finnish authorities, which is now taking place. Mastsystem will be part of the division Electrify. The acquisition is expected to generate a small positive addition to Lagercrantz’ earnings per share.
お知らせ • Aug 27+ 1 more updateLagercrantz Group AB (Publ) Announces Board and Committee ChangesLagercrantz Group AB (publ) announced that Ulf Södergren left the Board and Malin Nordesjö was elected new Board member. At the subsequent statutory Board Meeting, the entire Board of Directors with the exception of the President & CEO was elected to serve as the company's Audit Committee. The Chairman Fredrik Börjesson and Malin Nordesjö were elected to serve as the company's Remuneration Committee with the President & CEO participating in a reporting capacity.
Upcoming Dividend • Aug 20Upcoming dividend of kr1.90 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 02 September 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.5%).
Declared Dividend • Aug 04Dividend increased to kr1.90Dividend of kr1.90 is 19% higher than last year. Ex-date: 27th August 2024 Payment date: 2nd September 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 44%. Cash payout ratio: 34%.
Recent Insider Transactions • Jul 31Director recently bought kr300k worth of stockOn the 25th of July, Anna Marsell bought around 2k shares on-market at roughly kr172 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr484k more in shares than they have sold in the last 12 months.
Buy Or Sell Opportunity • Jul 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to kr177. The fair value is estimated to be kr147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jul 18Lagercrantz Group AB (publ) (OM:LAGR B) acquired 87% stake in C P Cases Limited.Lagercrantz Group AB (publ) (OM:LAGR B) acquired 87% stake in C P Cases Limited on July 17, 2024. CP Cases will be part of Lagercrantz’ Control division as of July 2024. The founder and MD of C P Cases, Peter Ross and the US General Manager Peter Gill of C P Cases, will retain 13% ownership of the shares in C P Cases. The acquisition is expected to have a marginally positive effect on Lagercrantz's earnings per share. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 87% stake in C P Cases Limited on July 17, 2024.
Reported Earnings • Jul 08Full year 2024 earnings released: EPS: kr4.26 (vs kr3.73 in FY 2023)Full year 2024 results: EPS: kr4.26 (up from kr3.73 in FY 2023). Revenue: kr8.13b (up 12% from FY 2023). Net income: kr877.0m (up 16% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 24+ 2 more updatesLagercrantz Group AB (publ) to Report Q2, 2025 Results on Oct 25, 2024Lagercrantz Group AB (publ) announced that they will report Q2, 2025 results on Oct 25, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: kr4.26 (vs kr3.71 in FY 2023)Full year 2024 results: EPS: kr4.26 (up from kr3.71 in FY 2023). Revenue: kr8.13b (up 12% from FY 2023). Net income: kr877.0m (up 16% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 18Lagercrantz Group AB (publ) Proposes Dividend for the Year Ended March 31, 2024Lagercrantz Group AB (publ)'s board of directors proposed an increased dividend by 19% to SEK 1.90 (1.60) per share for the year ended March 31, 2024.
お知らせ • Mar 07Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in Nordic Road Safety AB.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 85% stake in Nordic Road Safety AB on December 22, 2023. The acquisition is subject to approval by the authorities. The acquisition is subject to regulatory approval and is expected to close in March 2024. Claes Kjellberg, Maja Uppgren, Nicolina Hultgren Farsani, Philip Thorell and Josephine Gjerstad Medina of acted as the legal advisor to Hannes Snellman Advokatbyrå Ab. Johan Winnerblad and Eléonore Friberg of Advokatfirman Vinge KB acted as the legal advisor to Nordic Road Safety AB.Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 85% stake in Nordic Road Safety AB on December 22, 2023. Nordic Road Safety had revenues of approximately SEK 350 million, operating profits of approximately SEK 50 million during 2023.
お知らせ • Feb 23Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 96% stake in Prido Ab.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab on February 7, 2024. Prido will be part of the Niche Products division. In recent years, Prido has generated annual revenue of around SEK 300 million with an operating profit (EBITA) of just under SEK 70 million. The acquisition is subject to approval by the authorities which is now taking place ahead of anticipated takeover latest March 2024. Johan Winnerblad, Johan Cederblad from Advokatfirman Vinge KB acted as legal advisors to Lagercrantz Group AB (publ) (OM:LAGR B). As of February 22, 2024, The transaction has received regulatory approval. Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of 96% stake in Prido Ab on February 22, 2024. The acquisition is expected to generate a positive contribution to Lagercrantz Group's earnings per share.
お知らせ • Feb 09Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab.Lagercrantz Group AB (publ) (OM:LAGR B) signed an agreement to acquire 96% stake in Prido Ab on February 7, 2024. Prido will be part of the Niche Products division. In recent years, Prido has generated annual revenue of around SEK 300 million with an operating profit (EBITA) of just under SEK 70 million. The acquisition is subject to approval by the authorities which is now taking place ahead of anticipated takeover latest March 2024.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: kr1.09 (vs kr0.97 in 3Q 2023)Third quarter 2024 results: EPS: kr1.09 (up from kr0.97 in 3Q 2023). Revenue: kr2.05b (up 5.8% from 3Q 2023). Net income: kr225.0m (up 13% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Dec 30Lagercrantz Group AB (publ) to Report Q1, 2025 Results on Jul 18, 2024Lagercrantz Group AB (publ) announced that they will report Q1, 2025 results on Jul 18, 2024
Reported Earnings • Oct 26Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr1.87b (up 12% from 2Q 2023). Net income: kr204.0m (up 21% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Sep 13Lagercrantz Group AB (publ) (OM:LAGR B) acquired Letti AS from Roger Bach.Lagercrantz Group AB (publ) (OM:LAGR B) acquired Letti AS from Roger Bach on September 12, 2023. Letti will become part of the Electrify division in September 2023.Lagercrantz Group AB (publ) (OM:LAGR B) completed the acquisition of Letti AS from Roger Bach on September 12, 2023.
お知らせ • Aug 30Lagercrantz Group AB Approves Dividend, Payable on 5 September 2023Lagercrantz Group AB at its Annual General Meeting held on 29 August 2023, approved a dividend of SEK 1.60 per share in accordance with the proposal of the Board of Directors. 31 August 2023 shall be the record day for receiving dividend, which is expected to be paid out on 5 September 2023.
Upcoming Dividend • Aug 23Upcoming dividend of kr1.60 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (1.7%).
お知らせ • Jul 21Lagercrantz Group AB (Publ) Proposes DividendThe Board of Directors of Lagercrantz Group AB (publ) proposed a dividend of SEK 1.60 (1.30) per share, at the Annual General Meeting will be held on 29 August 2023.
お知らせ • Jul 15+ 1 more updateLagercrantz Group AB (publ) to Report Fiscal Year 2024 Results on May 17, 2024Lagercrantz Group AB (publ) announced that they will report fiscal year 2024 results on May 17, 2024
Reported Earnings • Jul 13Full year 2023 earnings released: EPS: kr3.71 (vs kr2.81 in FY 2022)Full year 2023 results: EPS: kr3.71 (up from kr2.81 in FY 2022). Revenue: kr7.25b (up 32% from FY 2022). Net income: kr758.0m (up 33% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 10% 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 28% per year whereas the company’s share price has increased by 31% per year.
Recent Insider Transactions • Jun 15Director recently bought kr1.4m worth of stockOn the 13th of June, Anders Claeson bought around 10k shares on-market at roughly kr138 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.3m more in shares than they have sold in the last 12 months.
Reported Earnings • May 17Full year 2023 earnings released: EPS: kr3.68 (vs kr2.81 in FY 2022)Full year 2023 results: EPS: kr3.68 (up from kr2.81 in FY 2022). Revenue: kr7.25b (up 32% from FY 2022). Net income: kr758.0m (up 33% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16+ 1 more updateLagercrantz Group AB (publ) to Report Q2, 2024 Results on Oct 25, 2023Lagercrantz Group AB (publ) announced that they will report Q2, 2024 results on Oct 25, 2023
お知らせ • Feb 03Lagercrantz Group AB (publ), Annual General Meeting, Aug 29, 2023Lagercrantz Group AB (publ), Annual General Meeting, Aug 29, 2023.
Reported Earnings • Feb 02Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr1.94b (up 38% from 3Q 2022). Net income: kr199.0m (up 35% from 3Q 2022). Profit margin: 10% (in line with 3Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom.
Recent Insider Transactions • Nov 30Director recently sold kr98k worth of stockOn the 21st of November, Anna Almlöf sold around 904 shares on-market at roughly kr109 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr52k more than they sold in the last 12 months.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Anders Claeson was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr1.67b (up 39% from 2Q 2022). Net income: kr168.0m (up 45% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Oct 26Lagercrantz Group AB (publ) to Report Q1, 2023 Results on Jul 19, 2023Lagercrantz Group AB (publ) announced that they will report Q1, 2023 results at 9:00 AM, Central European Standard Time on Jul 19, 2023
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr79.85, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr79.85, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.
Buying Opportunity • Oct 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be kr109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 26% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
Upcoming Dividend • Aug 24Upcoming dividend of kr1.30 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 12Full year 2022 earnings releasedFull year 2022 results: Revenue: kr5.48b (up 34% from FY 2021). Net income: kr572.0m (up 47% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is forecast to grow 14%, compared to a 8.8% growth forecast for the industry in the United Kingdom.
Recent Insider Transactions • May 28Director recently bought kr100k worth of stockOn the 24th of May, Anna Marsell bought around 1k shares on-market at roughly kr93.90 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr4.4m more in shares than they bought in the last 12 months.
Reported Earnings • May 18Full year 2022 earnings released: EPS: kr2.81 (vs kr1.91 in FY 2021)Full year 2022 results: EPS: kr2.81 (up from kr1.91 in FY 2021). Revenue: kr5.48b (up 34% from FY 2021). Net income: kr572.0m (up 47% from FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 18Lagercrantz Group AB (publ) to Report Fiscal Year 2023 Results on May 16, 2023Lagercrantz Group AB (publ) announced that they will report fiscal year 2023 results on May 16, 2023
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Anders Claeson was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 05Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: kr1.41b (up 30% from 3Q 2021). Net income: kr148.0m (up 33% from 3Q 2021). Profit margin: 11% (in line with 3Q 2021). Revenue exceeded analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 5.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr109, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr65.89 per share.
Executive Departure • Dec 01Chief Financial Officer Kristina MacKintosh has left the companyOn the 1st of December, Kristina MacKintosh's tenure as Chief Financial Officer ended after 2.5 years in the role. We don't have any record of a personal shareholding under Kristina's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to kr119, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 30x in the Electronic industry in the United Kingdom. Total returns to shareholders of 329% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr72.75 per share.
Reported Earnings • Oct 23Second quarter 2022 earnings released: EPS kr0.57 (vs kr0.40 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: kr1.20b (up 31% from 2Q 2021). Net income: kr116.0m (up 43% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Aug 27Chairman of the Board Anders Börjesson has left the companyOn the 24th of August, Anders Börjesson's tenure as Chairman of the Board ended after 16.1 years in the role. We don't have any record of a personal shareholding under Anders' name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Upcoming Dividend • Aug 18Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 31 August 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (3.8%). In line with average of industry peers (0.9%).
Reported Earnings • Jul 08Full year 2021 earnings released: EPS kr1.91 (vs kr1.80 in FY 2020)The company reported a mediocre full year result with weaker revenues, although profit margins were flat and earnings improved. Full year 2021 results: Revenue: kr4.09b (down 2.1% from FY 2020). Net income: kr388.0m (up 6.0% from FY 2020). Profit margin: 9.5% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 17Insider recently sold kr4.6m worth of stockOn the 15th of June, Magnus Söderlind sold around 50k shares on-market at roughly kr91.19 per share. In the last 3 months, they made an even bigger sale worth kr11m. Insiders have been net sellers, collectively disposing of kr74m more than they bought in the last 12 months.
Recent Insider Transactions • May 22Director recently bought kr128k worth of stockOn the 19th of May, Anna Almlöf bought around 1k shares on-market at roughly kr94.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr737k. Despite this recent purchase, insiders have collectively sold kr71m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 21Director recently bought kr128k worth of stockOn the 19th of May, Anna Almlöf bought around 1k shares on-market at roughly kr94.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr737k. Despite this recent purchase, insiders have collectively sold kr71m more in shares than they bought in the last 12 months.