Landis+Gyr Group（0RTL）株式概要ランディス・ギア・グループAGは、その子会社とともに、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域の公益事業部門に統合エネルギー管理ソリューションを提供している。 詳細0RTL ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績3/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より2.7%で取引されている 収益は年間33.02%増加すると予測されています 今年は黒字化を達成 アナリストらは、株価が21.7%上昇するだろうとほぼ一致している。 リスク分析2.35%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る0RTL 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 ValueCHF Current PriceCHF 50.7417.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-392m2b2016201920222025202620282031Revenue US$1.4bEarnings US$47.6mAdvancedSet Fair ValueView all narrativesLandis+Gyr Group AG 競合他社Oxford InstrumentsSymbol: LSE:OXIGMarket cap: UK£1.8bRenishawSymbol: LSE:RSWMarket cap: UK£3.9bVectron SystemsSymbol: LSE:0W1IMarket cap: €113.9mSDI GroupSymbol: AIM:SDIMarket cap: UK£86.8m価格と性能株価の高値、安値、推移の概要Landis+Gyr Group過去の株価現在の株価CHF 50.7452週高値CHF 73.4052週安値CHF 43.75ベータ0.841ヶ月の変化-3.16%3ヶ月変化-2.81%1年変化-2.23%3年間の変化-37.21%5年間の変化-23.85%IPOからの変化-32.52%最新ニュースお知らせ • May 30Landis+Gyr Group AG to Report First Half, 2027 Results on Oct 29, 2026Landis+Gyr Group AG announced that they will report first half, 2027 results on Oct 29, 2026Declared Dividend • May 10Dividend of CHF1.20 announcedShareholders will receive a dividend of CHF1.20. Ex-date: 30th June 2026 Payment date: 2nd June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (53% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • May 02everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND).everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND) on April 30, 2026. The transaction is subject to customary regulatory approvals and other standard closing conditions.お知らせ • Jan 29Landis+Gyr Group AG to Report Fiscal Year 2026 Final Results on May 29, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 final results on May 29, 2026Reported Earnings • Oct 29First half 2026 earnings released: EPS: US$0.38 (vs US$1.67 in 1H 2025)First half 2026 results: EPS: US$0.38 (down from US$1.67 in 1H 2025). Revenue: US$535.9m (down 42% from 1H 2025). Net income: US$11.1m (down 77% from 1H 2025). Profit margin: 2.1% (down from 5.2% in 1H 2025). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesお知らせ • May 30Landis+Gyr Group AG to Report First Half, 2027 Results on Oct 29, 2026Landis+Gyr Group AG announced that they will report first half, 2027 results on Oct 29, 2026Declared Dividend • May 10Dividend of CHF1.20 announcedShareholders will receive a dividend of CHF1.20. Ex-date: 30th June 2026 Payment date: 2nd June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (53% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • May 02everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND).everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND) on April 30, 2026. The transaction is subject to customary regulatory approvals and other standard closing conditions.お知らせ • Jan 29Landis+Gyr Group AG to Report Fiscal Year 2026 Final Results on May 29, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 final results on May 29, 2026Reported Earnings • Oct 29First half 2026 earnings released: EPS: US$0.38 (vs US$1.67 in 1H 2025)First half 2026 results: EPS: US$0.38 (down from US$1.67 in 1H 2025). Revenue: US$535.9m (down 42% from 1H 2025). Net income: US$11.1m (down 77% from 1H 2025). Profit margin: 2.1% (down from 5.2% in 1H 2025). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Oct 01AURELIUS Equity Opportunities SE & Co. KGaA (HMSE:AR40) entered into a share purchase agreement to acquire EMEA metering business of Landis+Gyr Group AG (SWX:LAND) for an enterprise value of $215 million.AURELIUS Equity Opportunities SE & Co. KGaA (HMSE:AR40) entered into a share purchase agreement to acquire EMEA metering business of Landis+Gyr Group AG (SWX:LAND) for an enterprise value of $215 million on September 29, 2025. EMEA metering business of Landis+Gyr Group AG generated $600 million in 2024. The transaction is subject to customary regulatory approvals and other closing conditions. It is expected to close in 2nd quarter of 2026. Haver & Mailander acted as legal advisor for AURELIUS Equity Opportunities SE & Co. KGaA. ALANTRA Deutschland GmbH acted as financial advisor for AURELIUS Equity Opportunities SE & Co. KGaA. Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor for AURELIUS Equity Opportunities SE & Co. KGaA. EY acted as accountant and financial advisor for AURELIUS Equity Opportunities SE & Co. KGaA. Roland Berger advised AURELIUS for commercial matters. Aon advised AURELIUS for insurance matters. Daniel Hasler, Anna Peter, Richard Stäuber, and Gregor Bühler,of Homburger AG acted as legal advisor for Landis+Gyr Group AG. UBS Switzerland AG acted as financial advisor for Landis+Gyr Group AG. Linklaters acted as legal advisor for Landis+Gyr Group AG. Deloitte acted as accountant and financial advisor for Landis+Gyr Group AG.Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 14% to CHF65.30. The fair value is estimated to be CHF82.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Sep 25Landis+Gyr Group AG to Report Fiscal Year 2026 Results on May 07, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 results on May 07, 2026お知らせ • Jun 26+ 1 more updateLandis+Gyr Group AG Approves Board ElectionsLandis+Gyr Group AG at its Annual General Meeting held on June 25, 2025, elected Audrey Zibelman as the new Chair of the Board of Directors. The Annual General Meeting elected Steve Louden and Brett Carter as new members of the Board of Directors for a term of office of one year.Buy Or Sell Opportunity • Jun 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to CHF57.30. The fair value is estimated to be CHF47.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 24Landis+Gyr's Revelo E360 and E660 Cellular Grid Edge Sensors Become First Electrical Meters Certified by Ctia Certification for Smart Connected InfrastructureLandis+Gyr announced the Revelo E360 and E660 Cellular grid sensors are the first electrical meters to achieve IoT Network Certified for Smart Connect Infrastructure™? by CTIA Certification. The certification program empowers manufacturers to validate their devices' suitability for critical infrastructure operations. Developed by CTIA Certification, the program addresses the increasing demand for a set of standards to ensure the safety and reliability of these devices. In addition to ensuring secure operation over public carrier networks, private LTE network operators can benefit from the added level of testing provided by the CTIA Certification program. Landis+Gyr's Revelo Cellular devices deliver all of the grid edge sensing and computing capabilities of the company's RF Mesh IP network meters, while offering the deployment flexibility of omni-carrier connectivity with the best fit public carriers.Upcoming Dividend • Jun 20Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. The company is not currently making a profit and its cash payout ratio is 85%. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (1.4%).お知らせ • May 29Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2025Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2025, at 14:00 W. Europe Standard Time. Location: steinhausen SwitzerlandDeclared Dividend • May 12Dividend of CHF1.15 announcedShareholders will receive a dividend of CHF1.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (85% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments.Reported Earnings • May 04Full year 2025 earnings released: US$2.97 loss per share (vs US$3.79 profit in FY 2024)Full year 2025 results: US$2.97 loss per share (down from US$3.79 profit in FY 2024). Revenue: US$1.73b (down 12% from FY 2024). Net loss: US$85.8m (down 179% from profit in FY 2024). Revenue is forecast to grow 6.5% 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 fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 02Landis+Gyr Group Ag Provides Earnings Guidance for the Year 2025Landis+Gyr Group AG provided earnings guidance for the year 2025. For the year, the company expects net revenue growth of between 5% and 8%.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF44.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in the United Kingdom. Total loss to shareholders of 9.4% over the past three years.お知らせ • Apr 02Landis+Gyr Completes AMI Upgrade with TEPCO Power Grid Paving the Way for Installation of a Wi-SUN NetworkLandis+Gyr announced completion of upgrades to the utility's Advanced Metering Infrastructure (AMI) for electric metering that enable smart meters to act as a communication hub connecting gas and water meters, EV chargers, battery storage and solar panel inverters to the AMI network. TEPCO PG and Landis+Gyr have worked closely to bring these major upgrades to the system, including the full migration of the system onto new virtualized IT infrastructure without disrupting services to numerous retail utilities. These retail utilities receive meter readings every 30 minutes from TEPCO PG to accurately forecast energy demands. The firmware upgrades will allow DERMS providers and asset owners to meter other assets, including distributed energy resources (DERs) across TEPCO PG's distribution network. Additionally, it will allow DER MS providers and asset owners to control such assets through TEPCO PG's AMI while maintaining security and privacy. The new system employs standards-based open technology called Wi-SUN Enhanced HAN, which allows device and communication module providers to participate in the ecosystem with minimum investment. This is one of the first commercial applications of this standard globally. Moving forward, Landis+Gyr will continue to work with TEPCO PG to transition to a next generation AMI system. The companies intend to collaborate closely on a system-wide upgrade to a Wi-SUN FAN and cellular-based network, resulting in a standards-based, open technology. The project will add more bandwidth and flexibility to the system, unleashing the full capability of Wi-SUN and increase interoperability with other technologies, while lowering costs and encouraging innovation. The expanded product ecosystem that results will accelerate the path toward a smart energy future while enhancing the largest AMI/IoT platform in the world.お知らせ • Mar 14Landis+Gyr Group AG Announces CFO ChangesLandis+Gyr Group AG announced that the Board of Directors has appointed Davinder Athwal as new Group Chief Financial Officer (CFO) and a member of the Group Executive Management effective April 1, 2025. He succeeds Elodie Carr-Cingari who is leaving the company to pursue a new professional opportunity outside of Landis+Gyr as announced in October 2024. Davinder Athwal brings over 25 years of global financial leadership experience, with a proven track record of driving growth, enhancing operational efficiency, and optimizing strategic capital allocation across publicly listed and private enterprises. He will join Landis+Gyr from Phenom People Inc., a U.S. based global provider of Software as a Service (SaaS) solutions to large enterprises. Prior to that, he held CFO positions at Output Services Group, Avantax, and UGI International, where he spearheaded profitability initiatives, capital efficiency improvements, and business transformations in complex, multinational environments. A Certified Public Accountant (CPA), Davinder Athwal holds a bachelor’s degree in accounting & finance from the Kingston University (London) and a master’s degree in finance from the Long Island University (New York).お知らせ • Mar 11Landis+Gyr Announces Commercial Availability of Revelo Cellular Grid Sensing PlatformLandis+Gyr announced the commercial availability of the Revelo Cellular grid sensor, a versatile and powerful option for utilities seeking to add grid edge computing and sensing capabilities in an advanced meter. Available in a variety of residential and commercial forms, Revelo Cellular brings enhanced deployment flexibility with multiple carrier models using LTE-M communications. Utilities can deploy the solution using public cellular carriers, private LTE or by using Landis+Gyr's omni-carrier bundled service. As with the market-leading Mesh IP network version, Revelo Cellular provides a wide range of advanced grid sensing capabilities not available in standard AMI meters. This includes streaming high resolution current and voltage data, advanced power quality metrics and detection of grid anomalies to an integrated edge intelligence card and onboard Gridstream Connect App operating system for real-time processing. Other features include: Micro arc sensing for early detection of hot socket conditions; Anterix Active and IoT Network Ready certifications; Wi-Fi-certified and internet-enabled open application ecosystem. Revelo supports multiple use cases for flexible grid management, including transportation electrification, distributed energy resource management and circuit-level capacity management. Built-in edge computing capabilities enable it to run a variety of software applications to monitor grid health, manage DERs and EV chargers, and support real-time load disaggregation.New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF50.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electronic industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.お知らせ • Jan 09Landis+Gyr Announces That Chair of the Board of Directors Andreas Umbach Will Not Stand for Re-ElectionLandis+Gyr Group AG announced that Andreas Umbach, Chair of the Board of Directors of Landis+Gyr Group AG since 2017, has informed the Board that he will not stand for re-election as a member and Chair of the Board of Directors in the next Annual General Meeting, scheduled to be held on June 25, 2025.Reported Earnings • Nov 01First half 2025 earnings released: EPS: US$1.67 (vs US$1.43 in 1H 2024)First half 2025 results: EPS: US$1.67 (up from US$1.43 in 1H 2024). Revenue: US$925.6m (down 4.6% from 1H 2024). Net income: US$48.2m (up 17% from 1H 2024). Profit margin: 5.2% (up from 4.2% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30Landis+Gyr Group AG to Report First Half, 2026 Results on Oct 28, 2025Landis+Gyr Group AG announced that they will report first half, 2026 results on Oct 28, 2025お知らせ • Aug 28Landis+Gyr Group AG to Report Fiscal Year 2024 Results on May 28, 2025Landis+Gyr Group AG announced that they will report fiscal year 2024 results on May 28, 2025お知らせ • Jul 31Landis+Gyr Group AG to Report Fiscal Year 2025 Results on May 08, 2025Landis+Gyr Group AG announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Jul 05SEO Management AG acquired 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S.SEO Management AG acquired 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S on July 4, 2024. With this acquisition, SEO Management becomes the second largest shareholder of Landis+Gyr. Landis+Gyr intends to propose to its shareholders in a virtual Extraordinary General Meeting (EGM) to elect Fabian Rauch, SEO's Co-Founder and Managing Partner, as a new member of the Board of Directors of Landis+Gyr Group AG. Peter Bason, KIRKBI's representative on the Board of Directors of Landis+Gyr Group AG, has informed the Company that he intends to resign from the Board with effect of mentioned EGM.SEO Management AG completed the acquisition of 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S on July 4, 2024.Declared Dividend • May 10Dividend of CHF2.25 announcedShareholders will receive a dividend of CHF2.25. Ex-date: 27th June 2024 Payment date: 1st July 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has increased over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 09Full year 2024 earnings released: EPS: US$3.81 (vs US$7.35 in FY 2023)Full year 2024 results: EPS: US$3.81 (down from US$7.35 in FY 2023). Revenue: US$1.96b (up 17% from FY 2023). Net income: US$110.0m (down 48% from FY 2023). Profit margin: 5.6% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% 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 92% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 27First half 2024 earnings released: EPS: US$1.43 (vs US$6.58 in 1H 2023)First half 2024 results: EPS: US$1.43 (down from US$6.58 in 1H 2023). Revenue: US$970.5m (up 33% from 1H 2023). Net income: US$41.2m (down 78% from 1H 2023). Profit margin: 4.2% (down from 26% in 1H 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 75% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Cash payout ratio: 324% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).お知らせ • Oct 11Landis+Gyr Group AG to Report Q2, 2025 Results on Oct 30, 2024Landis+Gyr Group AG announced that they will report Q2, 2025 results on Oct 30, 2024お知らせ • Oct 05Landis+Gyr Group AG (SWX:LAND) acquired Thundergrid.Landis+Gyr Group AG (SWX:LAND) acquired Thundergrid on October 4, 2023. Thundergrid’s commercial independence including current management and team structure will be retained to drive the company’s vision and strategy in New Zealand.Landis+Gyr Group AG (SWX:LAND) completed the acquisition of Thundergrid on October 4, 2023.お知らせ • Aug 12Landis+Gyr Group AG to Report Fiscal Year 2024 Final Results on May 31, 2024Landis+Gyr Group AG announced that they will report fiscal year 2024 final results on May 31, 2024Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be CHF95.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 8.7% per annum over the same time period.お知らせ • Jul 01Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2024Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2024.Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be CHF98.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 9.1% per annum over the same time period.Upcoming Dividend • Jun 19Upcoming dividend of CHF2.20 per share at 2.6% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (1.4%).Reported Earnings • Jun 01Full year 2023 earnings released: EPS: US$7.35 (vs US$2.59 in FY 2022)Full year 2023 results: EPS: US$7.35 (up from US$2.59 in FY 2022). Revenue: US$1.68b (up 15% from FY 2022). Net income: US$212.1m (up 184% from FY 2022). Profit margin: 13% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 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 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 26Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be CHF101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 8.3% per annum over the same time period.Reported Earnings • May 03Full year 2023 earnings released: EPS: US$7.21 (vs US$2.59 in FY 2022)Full year 2023 results: EPS: US$7.21 (up from US$2.59 in FY 2022). Revenue: US$1.68b (up 15% from FY 2022). Net income: US$207.9m (up 178% from FY 2022). Profit margin: 12% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CHF91.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is forecast to decline by 22% per annum over the same time period.お知らせ • Jan 18Landis+Gyr Group AG to Report First Half, 2024 Results on Oct 25, 2023Landis+Gyr Group AG announced that they will report first half, 2024 results on Oct 25, 2023Buying Opportunity • Dec 29Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CHF82.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is forecast to decline by 26% per annum over the same time period.お知らせ • Nov 19Landis+Gyr Group AG to Report Fiscal Year 2023 Final Results on May 26, 2023Landis+Gyr Group AG announced that they will report fiscal year 2023 final results on May 26, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 30Landis+Gyr Group AG, Annual General Meeting, Jun 22, 2023Landis+Gyr Group AG, Annual General Meeting, Jun 22, 2023. Agenda: Annual General Meeting.Reported Earnings • Oct 27First half 2023 earnings released: EPS: US$6.47 (vs US$1.21 in 1H 2022)First half 2023 results: EPS: US$6.47 (up from US$1.21 in 1H 2022). Revenue: US$728.7m (up 4.0% from 1H 2022). Net income: US$186.5m (up 434% from 1H 2022). Profit margin: 26% (up from 5.0% in 1H 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF77.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 3.3% per annum over the same time period.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 21Upcoming dividend of CHF2.15 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 30 June 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.1%). Higher than average of industry peers (1.6%).Reported Earnings • May 09Full year 2022 earnings released: EPS: US$2.75 (vs US$13.61 loss in FY 2021)Full year 2022 results: EPS: US$2.75 (up from US$13.61 loss in FY 2021). Revenue: US$1.46b (up 7.8% from FY 2021). Net income: US$79.4m (up US$471.8m from FY 2021). Profit margin: 5.4% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 8.1%, compared to a 8.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 31First half 2022 earnings released: EPS US$1.21 (vs US$0.071 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: US$700.9m (up 12% from 1H 2021). Net income: US$34.9m (up US$37.0m from 1H 2021). Profit margin: 5.0% (up from net loss in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jun 22Upcoming dividend of CHF2.10 per shareEligible shareholders must have bought the stock before 28 June 2021. Payment date: 30 June 2021. Trailing yield: 6.1%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).Reported Earnings • Jun 01Full year 2021 earnings released: US$13.61 loss per share (vs US$3.90 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: US$1.36b (down 20% from FY 2020). Net loss: US$392.4m (down 445% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • May 06Full year 2021 earnings released: US$13.61 loss per share (vs US$3.90 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: US$1.36b (down 20% from FY 2020). Net loss: US$392.4m (down 445% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 02Member of Extended Executive Management has left the companyOn the 31st of March, Jonathan Elmer's tenure as Member of Extended Executive Management ended after less than a year in the role. We don't have any record of a personal shareholding under Jonathan's name. Jonathan is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 10New 90-day low: CHF61.29The company is down 4.0% from its price of CHF63.62 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.21 per share.お知らせ • Jan 28Landis+Gyr Group AG (SWX:LAND) executed an agreement to acquire Rhebo GmbH.Landis+Gyr Group AG (SWX:LAND) executed an agreement to acquire Rhebo GmbH on January 27, 2021. As per the transaction, Klaus Mochalski, co-founder and CEO of Rhebo GmbH and its management team will be joining Landis+Gyr Group AG. The transaction is not expected to have a material impact on Landis+Gyr Group AG's financial results in the near-term.お知らせ • Jan 26Landis+Gyr secures major contract with partner EDF to deliver 650,000 SMETS2 MetersLandis+Gyr announced that it has secured an additional major contract through its partnership with EDF. The agreement builds on the existing relationship between the two companies, and will see Landis+Gyr provide a further 650,000 SMETS2 gas and electricity meters by June 2025, following the initial order of 500,000 meters. As one of the UK's energy suppliers with approximately 5 million accounts, EDF has played an integral role in the nationwide deployment of smart meters. Since installing the UK's first SMETS2 meter in 2018, Landis+Gyr has partnered with most of the UK's Large Energy Suppliers to provide a range of tailored solutions to support these companies in their rollout of smart technology. This year it has also worked with smaller businesses and independent suppliers to open up the SMETS2 market to more providers through innovative new contract models. The SMETS2 rollout is paving the way for a smart grid and intelligent power distribution system which will fundamentally transform the way the power grid operates, supporting the systematic decarbonisation of the UK economy. A smarter grid will radically transform UK electricity infrastructure, helping to facilitate the deployment of more renewable energy resources to the grid, including offshore wind. Additionally, as individuals and businesses look to the possibility of a truly Green Recovery, smart meters provide an immediate and affordable solution that can truly make a positive economic and environmental difference to residential and commercial properties alike.お知らせ • Jan 13Landis+Gyr and PayGo Announce Billing and Payments Partner AgreementLandis+Gyr and PayGo have signed a partner agreement that authorizes Landis+Gyr to provide PayGo's prepay, digital billing and payment services to its advanced metering customers. Landis+Gyr is now able to offer PayGo to existing and future AMI customers as a premium prepay, digital billing and payment service. Prepayment systems for utility services have proven to deliver benefits for both the customer and utility, giving the customer greater control over their energy usage leading to improved energy efficiency. These programs also reduce the need for security deposits and fees, while lowering debt and improving customer satisfaction. PayGo's software platform is built on a comprehensive billing and communications engine that allows the application to serve all of the utility's digital payment programs. Accessing data from advanced meters and other utility assets, it provides both prepay and postpay options for utility services.Is New 90 Day High Low • Jan 09New 90-day high: CHF74.34The company is up 40% from its price of CHF53.10 on 09 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF59.27 per share.Is New 90 Day High Low • Dec 19New 90-day high: CHF69.45The company is up 30% from its price of CHF53.45 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF59.73 per share.Upcoming Dividend • Nov 19Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 26th of November. The trailing yield of 5.9% is in the top quartile of British dividend payers (5.0%), and it is higher than industry peers (1.1%).お知らせ • Nov 16+ 1 more updateLandis+Gyr Appoints Elodie Cingari as Chief Financial OfficerLandis+Gyryr announced the appointment of Elodie Cingari as the Company's Chief Financial Officer and a member of the Group Executive Management by the Board of Landis+Gyr Group AG, effective November 16, 2020. As announced on January 17, 2020, Landis+Gyr's Chief Financial Officer (CFO) Jonathan Elmer has decided to retire and will be succeeded by Elodie Cingari, who has been appointed by the Board of Landis+Gyr Group AG as Chief Financial Officer (CFO) of Landis+Gyr Group AG and member of the Group Executive Management, on November 13 with effect as per November 16, 2020. Elodie Cingari will join Landis+Gyr from the Hoerbiger Group, where she was Group CFO and Member of the Executive Board. Prior to that, she spent eleven years working for Alstom and later General Electric following its acquisition of Alstom, where she held several global business CFO positions and played an instrumental role in the integration on the financial aspects, of the Grid business, the Power Service business and later the Steam Power business.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to US$63.62, the stock is trading at a trailing P/E ratio of 49x, up from the previous P/E ratio of 42.5x. This compares to an average P/E of 34x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 2.7%.Is New 90 Day High Low • Nov 09New 90-day high: CHF61.25The company is up 3.0% from its price of CHF59.25 on 11 August 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF54.41 per share.Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 20% share price gain to US$61.25, the stock is trading at a trailing P/E ratio of 45.2x, up from the previous P/E ratio of 37.7x. This compares to an average P/E of 31x in the Electronic industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 1.1%.Reported Earnings • Oct 13First half earnings releasedOver the last 12 months the company has reported total profits of US$39.9m, down 70% from the prior year. Total revenue was US$1.46b over the last 12 months, down 18% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 13Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 6.8% at US$623.5m. Revenue is forecast to grow 1.2% over the next year, while the growth in Electronic industry in the United Kingdom is expected to stay flat.お知らせ • Oct 07Landis+Gyr Expands Calvin Capital Partnership to Deliver SMETS2 Meters to Independent SuppliersLandis+Gyr announced an extension to its existing partnership with Calvin Capital, a wholly-owned subsidiary of Calisen plc. The contract will see Landis+Gyr provide a flexible volume of SMETS2 smart meters to support the roll-out obligations of independent UK energy suppliers which use Calvin Capital as their Meter Asset Provider. Under an innovative new mechanism, between 400,000 and 2 million meters will be supplied, with the option for incremental expansions of volumes. As the market-leading manufacturer of smart meters, Landis+Gyr already provides a range of tailored solutions to the UK's 'Big Six' utilities. The expanding partnership with Calvin Capital reflects the changing dynamics of the UK's energy supply sector. As smaller suppliers have increased market share in recent years, their role within the smart meter rollout has become more important. The contract will enable Calvin Capital to procure Landis+Gyr smart meters collectively for these smaller suppliers, reducing their procurement challenges. The SMETS2 rollout paves the way for a smart grid and intelligent power distribution system which will fundamentally transform the way the power grid operates, supporting the systematic decarbonisation of the UK economy. A total of 53 million smart electricity and gas meters are to be deployed before 2025, as part of the country's plans to upgrade its electricity infrastructure. Including the contract with Calvin Capital, 21 million meters have now been awarded to or delivered by Landis+Gyr. Landis+Gyr structured the innovative contract with Calvin Capital to cater to smaller, independent gas and electricity meter suppliers. Benefits to Calvin Capital's customers include: High security – the new SMETS2 meters maintain and extend the higher standard of security for householder data. Renewable energy support – SMETS2 meters will facilitate the connection of all types of home renewable and microgeneration technology onto the grid, supporting a cleaner, greener UK. Interoperability – SMETS2 meters enable seamless switching between energy suppliers by connecting with the Data Communications Company.Is New 90 Day High Low • Sep 23New 90-day low: CHF51.05The company is down 14% from its price of CHF59.60 on 25 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF56.34 per share.株主還元0RTLGB ElectronicGB 市場7D0.8%2.5%-0.3%1Y-2.2%63.4%18.3%株主還元を見る業界別リターン: 0RTL過去 1 年間で63.4 % 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: 0RTLは、過去 1 年間で18.3 % のリターンを上げたUK市場を下回りました。価格変動Is 0RTL's price volatile compared to industry and market?0RTL volatility0RTL Average Weekly Movement6.7%Electronic Industry Average Movement6.2%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.2%安定した株価: 0RTL 、 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: 0RTLの 週次ボラティリティ ( 7% ) 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18966,347Peter Mainzwww.landisgyr.comランディス・ギア・グループ社は、その子会社とともに、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域の公益事業部門に総合エネルギー管理ソリューションを提供している。同社は、スマートおよび非スマート電力、前払い電力、商業/産業用およびグリッド、スマートガスメーター、高度計測インフラソリューション、熱および水道メーターとソリューション、前払いソリューション、負荷制御装置、街灯コントローラー、および配電自動化、システム展開、管理ネットワークソリューションを提供している。また、ソフトウェア、メーターデータ管理、設置、導入、コンサルティング、メンテナンスサポート、関連サービス、水道・ガスメーター用通信モジュールなど、様々な高度計測インフラも提供している。さらに、スマートメーター、グリッドエッジインテリジェンス、スマートインフラストラクチャ技術ソリューションの設計、製造、マーケティング、販売も行っている。旧社名はランディス・ギア・ホールディング・アーゲー（Landis+Gyr Holding AG）。ランディス・ギア・グループ社は1896年に設立され、スイスのシャムに本社を置いている。もっと見るLandis+Gyr Group AG 基礎のまとめLandis+Gyr Group の収益と売上を時価総額と比較するとどうか。0RTL 基礎統計学時価総額CHF 1.44b収益（TTM）CHF 30.36m売上高(TTM)CHF 910.18m47.4xPER（株価収益率1.6xP/Sレシオ0RTL 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0RTL 損益計算書（TTM）収益US$1.17b売上原価US$779.39m売上総利益US$386.84mその他の費用US$347.95m収益US$38.90m直近の収益報告Mar 31, 2026次回決算日Oct 29, 2026一株当たり利益（EPS）1.37グロス・マージン33.17%純利益率3.34%有利子負債／自己資本比率38.2%0RTL 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2.3%現在の配当利回り111%配当性向0RTL 配当は確実ですか？0RTL 配当履歴とベンチマークを見る0RTL 、いつまでに購入すれば配当金を受け取れますか？Landis+Gyr Group 配当日配当落ち日Jun 30 2026配当支払日Jul 02 2026配当落ちまでの日数29 days配当支払日までの日数31 days0RTL 配当は確実ですか？0RTL 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2026/05/31 02:01終値2026/05/29 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Landis+Gyr Group AG 5 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。12 アナリスト機関Michael RoostBaader Helvea Equity ResearchMarkus MayerBaader Helvea Equity ResearchVolker BosseBaader Helvea Equity Research9 その他のアナリストを表示
お知らせ • May 30Landis+Gyr Group AG to Report First Half, 2027 Results on Oct 29, 2026Landis+Gyr Group AG announced that they will report first half, 2027 results on Oct 29, 2026
Declared Dividend • May 10Dividend of CHF1.20 announcedShareholders will receive a dividend of CHF1.20. Ex-date: 30th June 2026 Payment date: 2nd June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (53% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.
New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • May 02everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND).everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND) on April 30, 2026. The transaction is subject to customary regulatory approvals and other standard closing conditions.
お知らせ • Jan 29Landis+Gyr Group AG to Report Fiscal Year 2026 Final Results on May 29, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 final results on May 29, 2026
Reported Earnings • Oct 29First half 2026 earnings released: EPS: US$0.38 (vs US$1.67 in 1H 2025)First half 2026 results: EPS: US$0.38 (down from US$1.67 in 1H 2025). Revenue: US$535.9m (down 42% from 1H 2025). Net income: US$11.1m (down 77% from 1H 2025). Profit margin: 2.1% (down from 5.2% in 1H 2025). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • May 30Landis+Gyr Group AG to Report First Half, 2027 Results on Oct 29, 2026Landis+Gyr Group AG announced that they will report first half, 2027 results on Oct 29, 2026
Declared Dividend • May 10Dividend of CHF1.20 announcedShareholders will receive a dividend of CHF1.20. Ex-date: 30th June 2026 Payment date: 2nd June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (53% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments.
New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • May 02everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND).everfield Germany GmbH signed a definitive agreement to acquire Rhebo GmbH from Landis+Gyr Group AG (SWX:LAND) on April 30, 2026. The transaction is subject to customary regulatory approvals and other standard closing conditions.
お知らせ • Jan 29Landis+Gyr Group AG to Report Fiscal Year 2026 Final Results on May 29, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 final results on May 29, 2026
Reported Earnings • Oct 29First half 2026 earnings released: EPS: US$0.38 (vs US$1.67 in 1H 2025)First half 2026 results: EPS: US$0.38 (down from US$1.67 in 1H 2025). Revenue: US$535.9m (down 42% from 1H 2025). Net income: US$11.1m (down 77% from 1H 2025). Profit margin: 2.1% (down from 5.2% in 1H 2025). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Electronic industry in the United Kingdom are expected to grow by 6.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 01AURELIUS Equity Opportunities SE & Co. KGaA (HMSE:AR40) entered into a share purchase agreement to acquire EMEA metering business of Landis+Gyr Group AG (SWX:LAND) for an enterprise value of $215 million.AURELIUS Equity Opportunities SE & Co. KGaA (HMSE:AR40) entered into a share purchase agreement to acquire EMEA metering business of Landis+Gyr Group AG (SWX:LAND) for an enterprise value of $215 million on September 29, 2025. EMEA metering business of Landis+Gyr Group AG generated $600 million in 2024. The transaction is subject to customary regulatory approvals and other closing conditions. It is expected to close in 2nd quarter of 2026. Haver & Mailander acted as legal advisor for AURELIUS Equity Opportunities SE & Co. KGaA. ALANTRA Deutschland GmbH acted as financial advisor for AURELIUS Equity Opportunities SE & Co. KGaA. Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor for AURELIUS Equity Opportunities SE & Co. KGaA. EY acted as accountant and financial advisor for AURELIUS Equity Opportunities SE & Co. KGaA. Roland Berger advised AURELIUS for commercial matters. Aon advised AURELIUS for insurance matters. Daniel Hasler, Anna Peter, Richard Stäuber, and Gregor Bühler,of Homburger AG acted as legal advisor for Landis+Gyr Group AG. UBS Switzerland AG acted as financial advisor for Landis+Gyr Group AG. Linklaters acted as legal advisor for Landis+Gyr Group AG. Deloitte acted as accountant and financial advisor for Landis+Gyr Group AG.
Buy Or Sell Opportunity • Sep 30Now 21% undervaluedOver the last 90 days, the stock has risen 14% to CHF65.30. The fair value is estimated to be CHF82.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Sep 25Landis+Gyr Group AG to Report Fiscal Year 2026 Results on May 07, 2026Landis+Gyr Group AG announced that they will report fiscal year 2026 results on May 07, 2026
お知らせ • Jun 26+ 1 more updateLandis+Gyr Group AG Approves Board ElectionsLandis+Gyr Group AG at its Annual General Meeting held on June 25, 2025, elected Audrey Zibelman as the new Chair of the Board of Directors. The Annual General Meeting elected Steve Louden and Brett Carter as new members of the Board of Directors for a term of office of one year.
Buy Or Sell Opportunity • Jun 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.2% to CHF57.30. The fair value is estimated to be CHF47.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 24Landis+Gyr's Revelo E360 and E660 Cellular Grid Edge Sensors Become First Electrical Meters Certified by Ctia Certification for Smart Connected InfrastructureLandis+Gyr announced the Revelo E360 and E660 Cellular grid sensors are the first electrical meters to achieve IoT Network Certified for Smart Connect Infrastructure™? by CTIA Certification. The certification program empowers manufacturers to validate their devices' suitability for critical infrastructure operations. Developed by CTIA Certification, the program addresses the increasing demand for a set of standards to ensure the safety and reliability of these devices. In addition to ensuring secure operation over public carrier networks, private LTE network operators can benefit from the added level of testing provided by the CTIA Certification program. Landis+Gyr's Revelo Cellular devices deliver all of the grid edge sensing and computing capabilities of the company's RF Mesh IP network meters, while offering the deployment flexibility of omni-carrier connectivity with the best fit public carriers.
Upcoming Dividend • Jun 20Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 01 July 2025. The company is not currently making a profit and its cash payout ratio is 85%. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (1.4%).
お知らせ • May 29Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2025Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2025, at 14:00 W. Europe Standard Time. Location: steinhausen Switzerland
Declared Dividend • May 12Dividend of CHF1.15 announcedShareholders will receive a dividend of CHF1.15. Ex-date: 27th June 2025 Payment date: 1st July 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (85% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments.
Reported Earnings • May 04Full year 2025 earnings released: US$2.97 loss per share (vs US$3.79 profit in FY 2024)Full year 2025 results: US$2.97 loss per share (down from US$3.79 profit in FY 2024). Revenue: US$1.73b (down 12% from FY 2024). Net loss: US$85.8m (down 179% from profit in FY 2024). Revenue is forecast to grow 6.5% 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 fallen by 42% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 02Landis+Gyr Group Ag Provides Earnings Guidance for the Year 2025Landis+Gyr Group AG provided earnings guidance for the year 2025. For the year, the company expects net revenue growth of between 5% and 8%.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF44.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in the United Kingdom. Total loss to shareholders of 9.4% over the past three years.
お知らせ • Apr 02Landis+Gyr Completes AMI Upgrade with TEPCO Power Grid Paving the Way for Installation of a Wi-SUN NetworkLandis+Gyr announced completion of upgrades to the utility's Advanced Metering Infrastructure (AMI) for electric metering that enable smart meters to act as a communication hub connecting gas and water meters, EV chargers, battery storage and solar panel inverters to the AMI network. TEPCO PG and Landis+Gyr have worked closely to bring these major upgrades to the system, including the full migration of the system onto new virtualized IT infrastructure without disrupting services to numerous retail utilities. These retail utilities receive meter readings every 30 minutes from TEPCO PG to accurately forecast energy demands. The firmware upgrades will allow DERMS providers and asset owners to meter other assets, including distributed energy resources (DERs) across TEPCO PG's distribution network. Additionally, it will allow DER MS providers and asset owners to control such assets through TEPCO PG's AMI while maintaining security and privacy. The new system employs standards-based open technology called Wi-SUN Enhanced HAN, which allows device and communication module providers to participate in the ecosystem with minimum investment. This is one of the first commercial applications of this standard globally. Moving forward, Landis+Gyr will continue to work with TEPCO PG to transition to a next generation AMI system. The companies intend to collaborate closely on a system-wide upgrade to a Wi-SUN FAN and cellular-based network, resulting in a standards-based, open technology. The project will add more bandwidth and flexibility to the system, unleashing the full capability of Wi-SUN and increase interoperability with other technologies, while lowering costs and encouraging innovation. The expanded product ecosystem that results will accelerate the path toward a smart energy future while enhancing the largest AMI/IoT platform in the world.
お知らせ • Mar 14Landis+Gyr Group AG Announces CFO ChangesLandis+Gyr Group AG announced that the Board of Directors has appointed Davinder Athwal as new Group Chief Financial Officer (CFO) and a member of the Group Executive Management effective April 1, 2025. He succeeds Elodie Carr-Cingari who is leaving the company to pursue a new professional opportunity outside of Landis+Gyr as announced in October 2024. Davinder Athwal brings over 25 years of global financial leadership experience, with a proven track record of driving growth, enhancing operational efficiency, and optimizing strategic capital allocation across publicly listed and private enterprises. He will join Landis+Gyr from Phenom People Inc., a U.S. based global provider of Software as a Service (SaaS) solutions to large enterprises. Prior to that, he held CFO positions at Output Services Group, Avantax, and UGI International, where he spearheaded profitability initiatives, capital efficiency improvements, and business transformations in complex, multinational environments. A Certified Public Accountant (CPA), Davinder Athwal holds a bachelor’s degree in accounting & finance from the Kingston University (London) and a master’s degree in finance from the Long Island University (New York).
お知らせ • Mar 11Landis+Gyr Announces Commercial Availability of Revelo Cellular Grid Sensing PlatformLandis+Gyr announced the commercial availability of the Revelo Cellular grid sensor, a versatile and powerful option for utilities seeking to add grid edge computing and sensing capabilities in an advanced meter. Available in a variety of residential and commercial forms, Revelo Cellular brings enhanced deployment flexibility with multiple carrier models using LTE-M communications. Utilities can deploy the solution using public cellular carriers, private LTE or by using Landis+Gyr's omni-carrier bundled service. As with the market-leading Mesh IP network version, Revelo Cellular provides a wide range of advanced grid sensing capabilities not available in standard AMI meters. This includes streaming high resolution current and voltage data, advanced power quality metrics and detection of grid anomalies to an integrated edge intelligence card and onboard Gridstream Connect App operating system for real-time processing. Other features include: Micro arc sensing for early detection of hot socket conditions; Anterix Active and IoT Network Ready certifications; Wi-Fi-certified and internet-enabled open application ecosystem. Revelo supports multiple use cases for flexible grid management, including transportation electrification, distributed energy resource management and circuit-level capacity management. Built-in edge computing capabilities enable it to run a variety of software applications to monitor grid health, manage DERs and EV chargers, and support real-time load disaggregation.
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (104% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF50.10, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Electronic industry in the United Kingdom. Total loss to shareholders of 12% over the past three years.
お知らせ • Jan 09Landis+Gyr Announces That Chair of the Board of Directors Andreas Umbach Will Not Stand for Re-ElectionLandis+Gyr Group AG announced that Andreas Umbach, Chair of the Board of Directors of Landis+Gyr Group AG since 2017, has informed the Board that he will not stand for re-election as a member and Chair of the Board of Directors in the next Annual General Meeting, scheduled to be held on June 25, 2025.
Reported Earnings • Nov 01First half 2025 earnings released: EPS: US$1.67 (vs US$1.43 in 1H 2024)First half 2025 results: EPS: US$1.67 (up from US$1.43 in 1H 2024). Revenue: US$925.6m (down 4.6% from 1H 2024). Net income: US$48.2m (up 17% from 1H 2024). Profit margin: 5.2% (up from 4.2% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30Landis+Gyr Group AG to Report First Half, 2026 Results on Oct 28, 2025Landis+Gyr Group AG announced that they will report first half, 2026 results on Oct 28, 2025
お知らせ • Aug 28Landis+Gyr Group AG to Report Fiscal Year 2024 Results on May 28, 2025Landis+Gyr Group AG announced that they will report fiscal year 2024 results on May 28, 2025
お知らせ • Jul 31Landis+Gyr Group AG to Report Fiscal Year 2025 Results on May 08, 2025Landis+Gyr Group AG announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Jul 05SEO Management AG acquired 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S.SEO Management AG acquired 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S on July 4, 2024. With this acquisition, SEO Management becomes the second largest shareholder of Landis+Gyr. Landis+Gyr intends to propose to its shareholders in a virtual Extraordinary General Meeting (EGM) to elect Fabian Rauch, SEO's Co-Founder and Managing Partner, as a new member of the Board of Directors of Landis+Gyr Group AG. Peter Bason, KIRKBI's representative on the Board of Directors of Landis+Gyr Group AG, has informed the Company that he intends to resign from the Board with effect of mentioned EGM.SEO Management AG completed the acquisition of 5% stake in Landis+Gyr Group AG (SWX:LAND) from Kirkbi Invest A/S on July 4, 2024.
Declared Dividend • May 10Dividend of CHF2.25 announcedShareholders will receive a dividend of CHF2.25. Ex-date: 27th June 2024 Payment date: 1st July 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has increased over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 09Full year 2024 earnings released: EPS: US$3.81 (vs US$7.35 in FY 2023)Full year 2024 results: EPS: US$3.81 (down from US$7.35 in FY 2023). Revenue: US$1.96b (up 17% from FY 2023). Net income: US$110.0m (down 48% from FY 2023). Profit margin: 5.6% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% 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 92% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 27First half 2024 earnings released: EPS: US$1.43 (vs US$6.58 in 1H 2023)First half 2024 results: EPS: US$1.43 (down from US$6.58 in 1H 2023). Revenue: US$970.5m (up 33% from 1H 2023). Net income: US$41.2m (down 78% from 1H 2023). Profit margin: 4.2% (down from 26% in 1H 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 75% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Cash payout ratio: 324% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).
お知らせ • Oct 11Landis+Gyr Group AG to Report Q2, 2025 Results on Oct 30, 2024Landis+Gyr Group AG announced that they will report Q2, 2025 results on Oct 30, 2024
お知らせ • Oct 05Landis+Gyr Group AG (SWX:LAND) acquired Thundergrid.Landis+Gyr Group AG (SWX:LAND) acquired Thundergrid on October 4, 2023. Thundergrid’s commercial independence including current management and team structure will be retained to drive the company’s vision and strategy in New Zealand.Landis+Gyr Group AG (SWX:LAND) completed the acquisition of Thundergrid on October 4, 2023.
お知らせ • Aug 12Landis+Gyr Group AG to Report Fiscal Year 2024 Final Results on May 31, 2024Landis+Gyr Group AG announced that they will report fiscal year 2024 final results on May 31, 2024
Buying Opportunity • Jul 26Now 21% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be CHF95.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 8.7% per annum over the same time period.
お知らせ • Jul 01Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2024Landis+Gyr Group AG, Annual General Meeting, Jun 25, 2024.
Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be CHF98.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 9.1% per annum over the same time period.
Upcoming Dividend • Jun 19Upcoming dividend of CHF2.20 per share at 2.6% yieldEligible shareholders must have bought the stock before 26 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (1.4%).
Reported Earnings • Jun 01Full year 2023 earnings released: EPS: US$7.35 (vs US$2.59 in FY 2022)Full year 2023 results: EPS: US$7.35 (up from US$2.59 in FY 2022). Revenue: US$1.68b (up 15% from FY 2022). Net income: US$212.1m (up 184% from FY 2022). Profit margin: 13% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 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 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 26Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be CHF101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 8.3% per annum over the same time period.
Reported Earnings • May 03Full year 2023 earnings released: EPS: US$7.21 (vs US$2.59 in FY 2022)Full year 2023 results: EPS: US$7.21 (up from US$2.59 in FY 2022). Revenue: US$1.68b (up 15% from FY 2022). Net income: US$207.9m (up 178% from FY 2022). Profit margin: 12% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CHF91.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings is forecast to decline by 22% per annum over the same time period.
お知らせ • Jan 18Landis+Gyr Group AG to Report First Half, 2024 Results on Oct 25, 2023Landis+Gyr Group AG announced that they will report first half, 2024 results on Oct 25, 2023
Buying Opportunity • Dec 29Now 20% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be CHF82.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is forecast to decline by 26% per annum over the same time period.
お知らせ • Nov 19Landis+Gyr Group AG to Report Fiscal Year 2023 Final Results on May 26, 2023Landis+Gyr Group AG announced that they will report fiscal year 2023 final results on May 26, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 30Landis+Gyr Group AG, Annual General Meeting, Jun 22, 2023Landis+Gyr Group AG, Annual General Meeting, Jun 22, 2023. Agenda: Annual General Meeting.
Reported Earnings • Oct 27First half 2023 earnings released: EPS: US$6.47 (vs US$1.21 in 1H 2022)First half 2023 results: EPS: US$6.47 (up from US$1.21 in 1H 2022). Revenue: US$728.7m (up 4.0% from 1H 2022). Net income: US$186.5m (up 434% from 1H 2022). Profit margin: 26% (up from 5.0% in 1H 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 12% per year.
Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF77.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 3.3% per annum over the same time period.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Laureen Tolson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 21Upcoming dividend of CHF2.15 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 30 June 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.1%). Higher than average of industry peers (1.6%).
Reported Earnings • May 09Full year 2022 earnings released: EPS: US$2.75 (vs US$13.61 loss in FY 2021)Full year 2022 results: EPS: US$2.75 (up from US$13.61 loss in FY 2021). Revenue: US$1.46b (up 7.8% from FY 2021). Net income: US$79.4m (up US$471.8m from FY 2021). Profit margin: 5.4% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 8.1%, compared to a 8.3% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 31First half 2022 earnings released: EPS US$1.21 (vs US$0.071 loss in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: US$700.9m (up 12% from 1H 2021). Net income: US$34.9m (up US$37.0m from 1H 2021). Profit margin: 5.0% (up from net loss in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 22Upcoming dividend of CHF2.10 per shareEligible shareholders must have bought the stock before 28 June 2021. Payment date: 30 June 2021. Trailing yield: 6.1%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).
Reported Earnings • Jun 01Full year 2021 earnings released: US$13.61 loss per share (vs US$3.90 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: US$1.36b (down 20% from FY 2020). Net loss: US$392.4m (down 445% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 06Full year 2021 earnings released: US$13.61 loss per share (vs US$3.90 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: US$1.36b (down 20% from FY 2020). Net loss: US$392.4m (down 445% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 02Member of Extended Executive Management has left the companyOn the 31st of March, Jonathan Elmer's tenure as Member of Extended Executive Management ended after less than a year in the role. We don't have any record of a personal shareholding under Jonathan's name. Jonathan is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 10New 90-day low: CHF61.29The company is down 4.0% from its price of CHF63.62 on 11 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF50.21 per share.
お知らせ • Jan 28Landis+Gyr Group AG (SWX:LAND) executed an agreement to acquire Rhebo GmbH.Landis+Gyr Group AG (SWX:LAND) executed an agreement to acquire Rhebo GmbH on January 27, 2021. As per the transaction, Klaus Mochalski, co-founder and CEO of Rhebo GmbH and its management team will be joining Landis+Gyr Group AG. The transaction is not expected to have a material impact on Landis+Gyr Group AG's financial results in the near-term.
お知らせ • Jan 26Landis+Gyr secures major contract with partner EDF to deliver 650,000 SMETS2 MetersLandis+Gyr announced that it has secured an additional major contract through its partnership with EDF. The agreement builds on the existing relationship between the two companies, and will see Landis+Gyr provide a further 650,000 SMETS2 gas and electricity meters by June 2025, following the initial order of 500,000 meters. As one of the UK's energy suppliers with approximately 5 million accounts, EDF has played an integral role in the nationwide deployment of smart meters. Since installing the UK's first SMETS2 meter in 2018, Landis+Gyr has partnered with most of the UK's Large Energy Suppliers to provide a range of tailored solutions to support these companies in their rollout of smart technology. This year it has also worked with smaller businesses and independent suppliers to open up the SMETS2 market to more providers through innovative new contract models. The SMETS2 rollout is paving the way for a smart grid and intelligent power distribution system which will fundamentally transform the way the power grid operates, supporting the systematic decarbonisation of the UK economy. A smarter grid will radically transform UK electricity infrastructure, helping to facilitate the deployment of more renewable energy resources to the grid, including offshore wind. Additionally, as individuals and businesses look to the possibility of a truly Green Recovery, smart meters provide an immediate and affordable solution that can truly make a positive economic and environmental difference to residential and commercial properties alike.
お知らせ • Jan 13Landis+Gyr and PayGo Announce Billing and Payments Partner AgreementLandis+Gyr and PayGo have signed a partner agreement that authorizes Landis+Gyr to provide PayGo's prepay, digital billing and payment services to its advanced metering customers. Landis+Gyr is now able to offer PayGo to existing and future AMI customers as a premium prepay, digital billing and payment service. Prepayment systems for utility services have proven to deliver benefits for both the customer and utility, giving the customer greater control over their energy usage leading to improved energy efficiency. These programs also reduce the need for security deposits and fees, while lowering debt and improving customer satisfaction. PayGo's software platform is built on a comprehensive billing and communications engine that allows the application to serve all of the utility's digital payment programs. Accessing data from advanced meters and other utility assets, it provides both prepay and postpay options for utility services.
Is New 90 Day High Low • Jan 09New 90-day high: CHF74.34The company is up 40% from its price of CHF53.10 on 09 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF59.27 per share.
Is New 90 Day High Low • Dec 19New 90-day high: CHF69.45The company is up 30% from its price of CHF53.45 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF59.73 per share.
Upcoming Dividend • Nov 19Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 26th of November. The trailing yield of 5.9% is in the top quartile of British dividend payers (5.0%), and it is higher than industry peers (1.1%).
お知らせ • Nov 16+ 1 more updateLandis+Gyr Appoints Elodie Cingari as Chief Financial OfficerLandis+Gyryr announced the appointment of Elodie Cingari as the Company's Chief Financial Officer and a member of the Group Executive Management by the Board of Landis+Gyr Group AG, effective November 16, 2020. As announced on January 17, 2020, Landis+Gyr's Chief Financial Officer (CFO) Jonathan Elmer has decided to retire and will be succeeded by Elodie Cingari, who has been appointed by the Board of Landis+Gyr Group AG as Chief Financial Officer (CFO) of Landis+Gyr Group AG and member of the Group Executive Management, on November 13 with effect as per November 16, 2020. Elodie Cingari will join Landis+Gyr from the Hoerbiger Group, where she was Group CFO and Member of the Executive Board. Prior to that, she spent eleven years working for Alstom and later General Electric following its acquisition of Alstom, where she held several global business CFO positions and played an instrumental role in the integration on the financial aspects, of the Grid business, the Power Service business and later the Steam Power business.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to US$63.62, the stock is trading at a trailing P/E ratio of 49x, up from the previous P/E ratio of 42.5x. This compares to an average P/E of 34x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 2.7%.
Is New 90 Day High Low • Nov 09New 90-day high: CHF61.25The company is up 3.0% from its price of CHF59.25 on 11 August 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF54.41 per share.
Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 20% share price gain to US$61.25, the stock is trading at a trailing P/E ratio of 45.2x, up from the previous P/E ratio of 37.7x. This compares to an average P/E of 31x in the Electronic industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 1.1%.
Reported Earnings • Oct 13First half earnings releasedOver the last 12 months the company has reported total profits of US$39.9m, down 70% from the prior year. Total revenue was US$1.46b over the last 12 months, down 18% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 13Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 6.8% at US$623.5m. Revenue is forecast to grow 1.2% over the next year, while the growth in Electronic industry in the United Kingdom is expected to stay flat.
お知らせ • Oct 07Landis+Gyr Expands Calvin Capital Partnership to Deliver SMETS2 Meters to Independent SuppliersLandis+Gyr announced an extension to its existing partnership with Calvin Capital, a wholly-owned subsidiary of Calisen plc. The contract will see Landis+Gyr provide a flexible volume of SMETS2 smart meters to support the roll-out obligations of independent UK energy suppliers which use Calvin Capital as their Meter Asset Provider. Under an innovative new mechanism, between 400,000 and 2 million meters will be supplied, with the option for incremental expansions of volumes. As the market-leading manufacturer of smart meters, Landis+Gyr already provides a range of tailored solutions to the UK's 'Big Six' utilities. The expanding partnership with Calvin Capital reflects the changing dynamics of the UK's energy supply sector. As smaller suppliers have increased market share in recent years, their role within the smart meter rollout has become more important. The contract will enable Calvin Capital to procure Landis+Gyr smart meters collectively for these smaller suppliers, reducing their procurement challenges. The SMETS2 rollout paves the way for a smart grid and intelligent power distribution system which will fundamentally transform the way the power grid operates, supporting the systematic decarbonisation of the UK economy. A total of 53 million smart electricity and gas meters are to be deployed before 2025, as part of the country's plans to upgrade its electricity infrastructure. Including the contract with Calvin Capital, 21 million meters have now been awarded to or delivered by Landis+Gyr. Landis+Gyr structured the innovative contract with Calvin Capital to cater to smaller, independent gas and electricity meter suppliers. Benefits to Calvin Capital's customers include: High security – the new SMETS2 meters maintain and extend the higher standard of security for householder data. Renewable energy support – SMETS2 meters will facilitate the connection of all types of home renewable and microgeneration technology onto the grid, supporting a cleaner, greener UK. Interoperability – SMETS2 meters enable seamless switching between energy suppliers by connecting with the Data Communications Company.
Is New 90 Day High Low • Sep 23New 90-day low: CHF51.05The company is down 14% from its price of CHF59.60 on 25 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF56.34 per share.
