View Future GrowthiCon Group 過去の業績過去 基準チェック /46iCon Groupの収益は年間平均-14.1%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間19.4% 4.5%割合で 増加しています。 iCon Groupの自己資本利益率は16.4%であり、純利益率は2.7%です。主要情報-14.15%収益成長率-16.22%EPS成長率Electronic 業界の成長31.62%収益成長率4.45%株主資本利益率16.39%ネット・マージン2.68%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.18 (vs ₪0.11 in 1Q 2025)First quarter 2026 results: EPS: ₪0.18 (up from ₪0.11 in 1Q 2025). Revenue: ₪408.3m (up 18% from 1Q 2025). Net income: ₪10.1m (up 64% from 1Q 2025). Profit margin: 2.5% (up from 1.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.分析記事 • Mar 27Solid Earnings Reflect iCon Group's (TLV:ICON) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like iCon Group Ltd's ( TLV:ICON ) stock...Reported Earnings • Mar 23Full year 2025 earnings released: EPS: ₪0.72 (vs ₪0.63 in FY 2024)Full year 2025 results: EPS: ₪0.72 (up from ₪0.63 in FY 2024). Revenue: ₪1.62b (up 1.4% from FY 2024). Net income: ₪41.1m (up 14% from FY 2024). Profit margin: 2.5% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Nov 23Third quarter 2025 earnings released: EPS: ₪0.15 (vs ₪0.08 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.15 (up from ₪0.08 in 3Q 2024). Revenue: ₪382.8m (up 14% from 3Q 2024). Net income: ₪8.56m (up 78% from 3Q 2024). Profit margin: 2.2% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.14 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.11 (down from ₪0.14 in 2Q 2024). Revenue: ₪365.4m (down 3.2% from 2Q 2024). Net income: ₪6.39m (down 19% from 2Q 2024). Profit margin: 1.7% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.Reported Earnings • May 24First quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.16 in 1Q 2024)First quarter 2025 results: EPS: ₪0.11 (down from ₪0.16 in 1Q 2024). Revenue: ₪346.8m (down 10% from 1Q 2024). Net income: ₪6.15m (down 32% from 1Q 2024). Profit margin: 1.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesUpcoming Dividend • May 25Upcoming dividend of ₪0.17 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 10 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (1.3%).Reported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.18 (vs ₪0.11 in 1Q 2025)First quarter 2026 results: EPS: ₪0.18 (up from ₪0.11 in 1Q 2025). Revenue: ₪408.3m (up 18% from 1Q 2025). Net income: ₪10.1m (up 64% from 1Q 2025). Profit margin: 2.5% (up from 1.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • May 22iCon Group Ltd announces Annual dividend, payable on June 10, 2026iCon Group Ltd. announced Annual dividend of ILS 0.1743 per share payable on June 10, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.分析記事 • Mar 27Solid Earnings Reflect iCon Group's (TLV:ICON) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like iCon Group Ltd's ( TLV:ICON ) stock...Reported Earnings • Mar 23Full year 2025 earnings released: EPS: ₪0.72 (vs ₪0.63 in FY 2024)Full year 2025 results: EPS: ₪0.72 (up from ₪0.63 in FY 2024). Revenue: ₪1.62b (up 1.4% from FY 2024). Net income: ₪41.1m (up 14% from FY 2024). Profit margin: 2.5% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to ₪6.75. The fair value is estimated to be ₪5.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 8.5%.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₪6.23, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 21x in the Electronic industry in Israel. Total returns to shareholders of 33% over the past three years.New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 199% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪6.12, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 16x in the Electronic industry in Israel. Total returns to shareholders of 8.5% over the past three years.お知らせ • Dec 17iCon Group Ltd announces Annual dividend, payable on December 30, 2025iCon Group Ltd. announced Annual dividend of ILS 0.7020 per share payable on December 30, 2025, ex-date on December 23, 2025 and record date on December 23, 2025.Reported Earnings • Nov 23Third quarter 2025 earnings released: EPS: ₪0.15 (vs ₪0.08 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.15 (up from ₪0.08 in 3Q 2024). Revenue: ₪382.8m (up 14% from 3Q 2024). Net income: ₪8.56m (up 78% from 3Q 2024). Profit margin: 2.2% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Nov 21iCon Group Ltd, Annual General Meeting, Dec 29, 2025iCon Group Ltd, Annual General Meeting, Dec 29, 2025. Location: co. offices, IsraelNew Risk • Aug 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪320.4m market cap, or US$96.4m).Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.14 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.11 (down from ₪0.14 in 2Q 2024). Revenue: ₪365.4m (down 3.2% from 2Q 2024). Net income: ₪6.39m (down 19% from 2Q 2024). Profit margin: 1.7% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.New Risk • Jul 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪336.4m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪336.4m market cap, or US$99.0m).Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪6.13, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 18x in the Electronic industry in Israel. Total loss to shareholders of 36% over the past three years.New Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).分析記事 • Jul 08iCon Group Ltd's (TLV:ICON) Shares Bounce 29% But Its Business Still Trails The MarketDespite an already strong run, iCon Group Ltd ( TLV:ICON ) shares have been powering on, with a gain of 29% in the last...Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪7.07, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Electronic industry in Israel. Total loss to shareholders of 29% over the past three years.Reported Earnings • May 24First quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.16 in 1Q 2024)First quarter 2025 results: EPS: ₪0.11 (down from ₪0.16 in 1Q 2024). Revenue: ₪346.8m (down 10% from 1Q 2024). Net income: ₪6.15m (down 32% from 1Q 2024). Profit margin: 1.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪6.03, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 13x in the Electronic industry in Israel. Total loss to shareholders of 48% over the past three years.分析記事 • Apr 23Here's Why iCon Group (TLV:ICON) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 27iCon Group (TLV:ICON) Strong Profits May Be Masking Some Underlying IssuesThe market for iCon Group Ltd's ( TLV:ICON ) stock was strong after it released a healthy earnings report last week...分析記事 • Mar 26iCon Group (TLV:ICON) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₪0.63 (vs ₪0.58 in FY 2023)Full year 2024 results: EPS: ₪0.63 (up from ₪0.58 in FY 2023). Revenue: ₪1.60b (up 11% from FY 2023). Net income: ₪36.2m (up 11% from FY 2023). Profit margin: 2.3% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Jan 13iCon Group Ltd (TASE:ICON) exercised its option to acquire remaining 14.70% stake in Visual D.G. Ltd. for ILS 12.5 million.iCon Group Ltd (TASE:ICON) exercised its option to acquire remaining 14.70% stake in Visual D.G. Ltd. for ILS 12.5 million on January 13, 2025.分析記事 • Dec 26iCon Group (TLV:ICON) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 23Third quarter 2024 earnings released: EPS: ₪0.08 (vs ₪0.08 in 3Q 2023)Third quarter 2024 results: EPS: ₪0.08 (in line with 3Q 2023). Revenue: ₪334.7m (up 8.7% from 3Q 2023). Net income: ₪4.80m (flat on 3Q 2023). Profit margin: 1.4% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses.お知らせ • Nov 22iCon Group Ltd, Annual General Meeting, Dec 30, 2024iCon Group Ltd, Annual General Meeting, Dec 30, 2024. Location: co. offices, Israel分析記事 • Sep 30The Returns On Capital At iCon Group (TLV:ICON) Don't Inspire ConfidenceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: ₪0.14 (vs ₪0.13 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.14 (up from ₪0.13 in 2Q 2023). Revenue: ₪377.4m (up 7.1% from 2Q 2023). Net income: ₪7.83m (up 4.4% from 2Q 2023). Profit margin: 2.1% (in line with 2Q 2023).Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.16 (vs ₪0.21 in 1Q 2023)First quarter 2024 results: EPS: ₪0.16 (down from ₪0.21 in 1Q 2023). Revenue: ₪387.0m (up 6.1% from 1Q 2023). Net income: ₪9.07m (down 22% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Apr 06iCon Group's (TLV:ICON) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern iCon Group Ltd's ( TLV:ICON ) shareholders over the last week. We did some...分析記事 • Feb 02iCon Group (TLV:ICON) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪0.08 (vs ₪0.12 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.08 (down from ₪0.12 in 3Q 2022). Revenue: ₪308.0m (flat on 3Q 2022). Net income: ₪4.79m (down 27% from 3Q 2022). Profit margin: 1.6% (down from 2.1% in 3Q 2022).お知らせ • Nov 29Icon Group Appoints Russell Hill as Chief Operating Officer for PharmacyIcon Group announced Russell Hill has been appointed to Chief Operating Officer (COO) for Pharmacy. Russell has been with Icon for almost 15 years and brings a wealth of experience to the role of COO. As a qualified pharmacist, Russell has in-depth clinical knowledge and understands the needs of pharmacists and the national pharmacy landscape. He has held numerous leadership roles within the group, including Director of Pharmacy Practice Unit, General Manager for Pharmacy Services in Western Australia, and State Manager for Icon's cancer services in Western Australia and South Australia. His extensive experience across both cancer care and pharmacy enables a comprehensive approach to operations and a focus on multidisciplinary clinical quality and expertise. Russell has been acting COO for the past six months and during that time he and the team have achieved significant milestones, including securing UnitingCare Queensland's (UCQ) Australian pharmacy services contract. Through his collaborative and people-focused leadership, Russell has played a key role in establishing a solid foundation for the success of pharmacies ambitious growth pipelines and to meet its strategic goals.お知らせ • Nov 22iCon Group Ltd, Annual General Meeting, Dec 26, 2023iCon Group Ltd, Annual General Meeting, Dec 26, 2023.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪4.09, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 9x in the Electronic industry in Israel. Total loss to shareholders of 37% over the past year.分析記事 • Sep 07Investors Can Find Comfort In iCon Group's (TLV:ICON) Earnings QualitySoft earnings didn't appear to concern iCon Group Ltd's ( TLV:ICON ) shareholders over the last week. We think that the...Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪0.13 (vs ₪0.17 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.13 (down from ₪0.17 in 2Q 2022). Revenue: ₪352.5m (down 4.6% from 2Q 2022). Net income: ₪7.50m (down 21% from 2Q 2022). Profit margin: 2.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue.分析記事 • Aug 04Here's What's Concerning About iCon Group's (TLV:ICON) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Upcoming Dividend • Apr 11Upcoming dividend of ₪0.18 per share at 3.3% yieldEligible shareholders must have bought the stock before 18 April 2023. Payment date: 02 May 2023. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.5%). Lower than average of industry peers (5.6%).お知らせ • Jan 18Icon Group Appoints David Hackshall as Chief Digital OfficerIcon Group appointed David Hackshall as Chief Digital Officer. David joins Icon in February, bringing over 25 years of industry experience across a diverse range of industries, including insurance, finance, marketing, and logistics. In his most recent role as Chief Information Officer (CIO) for Cochlear, David led business transformation initiatives to drive growth and position Cochlear as the world leader in customer experience for its sector. This role is vital for Icon Group as extend digital services and information technology platforms to serve patients better and transform digital healthcare. David commences on 1 February 2023 and will lead Icon's highly experienced IT team with a key focus on supporting business strategy through the deployment of technologies to deliver world-class operational excellence.収支内訳iCon Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TASE:ICON 収益、費用、利益 ( )ILS Millions日付収益収益G+A経費研究開発費31 Mar 261,68145105031 Dec 251,61941101030 Sep 251,5933698030 Jun 251,5453298031 Mar 251,5573397031 Dec 241,5973698030 Sep 241,51830100030 Jun 241,4913099031 Mar 241,4663097031 Dec 231,4443396030 Sep 231,4103498030 Jun 231,4093697031 Mar 231,4263894031 Dec 221,5214787030 Sep 221,5285687030 Jun 221,5376481031 Mar 221,5087176031 Dec 211,4216970030 Sep 211,3076162030 Jun 211,2485859031 Mar 211,1255153031 Dec 209714350031 Dec 198073157031 Dec 1869319530質の高い収益: ICONは 高品質の収益 を持っています。利益率の向上: ICONの現在の純利益率 (2.7%)は、昨年(2.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ICONの収益は過去 5 年間で年間14.1%減少しました。成長の加速: ICONの過去 1 年間の収益成長率 ( 35.6% ) は、5 年間の平均 ( 年間-14.1%を上回っています。収益対業界: ICONの過去 1 年間の収益成長率 ( 35.6% ) はElectronic業界14.4%を上回りました。株主資本利益率高いROE: ICONの 自己資本利益率 ( 16.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/28 19:54終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋iCon Group Ltd 0 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。0
Reported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.18 (vs ₪0.11 in 1Q 2025)First quarter 2026 results: EPS: ₪0.18 (up from ₪0.11 in 1Q 2025). Revenue: ₪408.3m (up 18% from 1Q 2025). Net income: ₪10.1m (up 64% from 1Q 2025). Profit margin: 2.5% (up from 1.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
分析記事 • Mar 27Solid Earnings Reflect iCon Group's (TLV:ICON) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like iCon Group Ltd's ( TLV:ICON ) stock...
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: ₪0.72 (vs ₪0.63 in FY 2024)Full year 2025 results: EPS: ₪0.72 (up from ₪0.63 in FY 2024). Revenue: ₪1.62b (up 1.4% from FY 2024). Net income: ₪41.1m (up 14% from FY 2024). Profit margin: 2.5% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 23Third quarter 2025 earnings released: EPS: ₪0.15 (vs ₪0.08 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.15 (up from ₪0.08 in 3Q 2024). Revenue: ₪382.8m (up 14% from 3Q 2024). Net income: ₪8.56m (up 78% from 3Q 2024). Profit margin: 2.2% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.14 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.11 (down from ₪0.14 in 2Q 2024). Revenue: ₪365.4m (down 3.2% from 2Q 2024). Net income: ₪6.39m (down 19% from 2Q 2024). Profit margin: 1.7% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.
Reported Earnings • May 24First quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.16 in 1Q 2024)First quarter 2025 results: EPS: ₪0.11 (down from ₪0.16 in 1Q 2024). Revenue: ₪346.8m (down 10% from 1Q 2024). Net income: ₪6.15m (down 32% from 1Q 2024). Profit margin: 1.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 25Upcoming dividend of ₪0.17 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 10 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (1.3%).
Reported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.18 (vs ₪0.11 in 1Q 2025)First quarter 2026 results: EPS: ₪0.18 (up from ₪0.11 in 1Q 2025). Revenue: ₪408.3m (up 18% from 1Q 2025). Net income: ₪10.1m (up 64% from 1Q 2025). Profit margin: 2.5% (up from 1.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • May 22iCon Group Ltd announces Annual dividend, payable on June 10, 2026iCon Group Ltd. announced Annual dividend of ILS 0.1743 per share payable on June 10, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.
分析記事 • Mar 27Solid Earnings Reflect iCon Group's (TLV:ICON) Strength As A BusinessWhen companies post strong earnings, the stock generally performs well, just like iCon Group Ltd's ( TLV:ICON ) stock...
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: ₪0.72 (vs ₪0.63 in FY 2024)Full year 2025 results: EPS: ₪0.72 (up from ₪0.63 in FY 2024). Revenue: ₪1.62b (up 1.4% from FY 2024). Net income: ₪41.1m (up 14% from FY 2024). Profit margin: 2.5% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to ₪6.75. The fair value is estimated to be ₪5.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 8.5%.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₪6.23, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 21x in the Electronic industry in Israel. Total returns to shareholders of 33% over the past three years.
New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 112% Cash payout ratio: 199% Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.4% average weekly change).
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪6.12, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 16x in the Electronic industry in Israel. Total returns to shareholders of 8.5% over the past three years.
お知らせ • Dec 17iCon Group Ltd announces Annual dividend, payable on December 30, 2025iCon Group Ltd. announced Annual dividend of ILS 0.7020 per share payable on December 30, 2025, ex-date on December 23, 2025 and record date on December 23, 2025.
Reported Earnings • Nov 23Third quarter 2025 earnings released: EPS: ₪0.15 (vs ₪0.08 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.15 (up from ₪0.08 in 3Q 2024). Revenue: ₪382.8m (up 14% from 3Q 2024). Net income: ₪8.56m (up 78% from 3Q 2024). Profit margin: 2.2% (up from 1.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 21iCon Group Ltd, Annual General Meeting, Dec 29, 2025iCon Group Ltd, Annual General Meeting, Dec 29, 2025. Location: co. offices, Israel
New Risk • Aug 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪320.4m market cap, or US$96.4m).
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.14 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.11 (down from ₪0.14 in 2Q 2024). Revenue: ₪365.4m (down 3.2% from 2Q 2024). Net income: ₪6.39m (down 19% from 2Q 2024). Profit margin: 1.7% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Jul 31New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪336.4m (US$99.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪336.4m market cap, or US$99.0m).
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪6.13, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 18x in the Electronic industry in Israel. Total loss to shareholders of 36% over the past three years.
New Risk • Jul 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Earnings have declined by 17% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.1% average weekly change).
分析記事 • Jul 08iCon Group Ltd's (TLV:ICON) Shares Bounce 29% But Its Business Still Trails The MarketDespite an already strong run, iCon Group Ltd ( TLV:ICON ) shares have been powering on, with a gain of 29% in the last...
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪7.07, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 17x in the Electronic industry in Israel. Total loss to shareholders of 29% over the past three years.
Reported Earnings • May 24First quarter 2025 earnings released: EPS: ₪0.11 (vs ₪0.16 in 1Q 2024)First quarter 2025 results: EPS: ₪0.11 (down from ₪0.16 in 1Q 2024). Revenue: ₪346.8m (down 10% from 1Q 2024). Net income: ₪6.15m (down 32% from 1Q 2024). Profit margin: 1.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪6.03, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 13x in the Electronic industry in Israel. Total loss to shareholders of 48% over the past three years.
分析記事 • Apr 23Here's Why iCon Group (TLV:ICON) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 27iCon Group (TLV:ICON) Strong Profits May Be Masking Some Underlying IssuesThe market for iCon Group Ltd's ( TLV:ICON ) stock was strong after it released a healthy earnings report last week...
分析記事 • Mar 26iCon Group (TLV:ICON) May Have Issues Allocating Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: ₪0.63 (vs ₪0.58 in FY 2023)Full year 2024 results: EPS: ₪0.63 (up from ₪0.58 in FY 2023). Revenue: ₪1.60b (up 11% from FY 2023). Net income: ₪36.2m (up 11% from FY 2023). Profit margin: 2.3% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 13iCon Group Ltd (TASE:ICON) exercised its option to acquire remaining 14.70% stake in Visual D.G. Ltd. for ILS 12.5 million.iCon Group Ltd (TASE:ICON) exercised its option to acquire remaining 14.70% stake in Visual D.G. Ltd. for ILS 12.5 million on January 13, 2025.
分析記事 • Dec 26iCon Group (TLV:ICON) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 23Third quarter 2024 earnings released: EPS: ₪0.08 (vs ₪0.08 in 3Q 2023)Third quarter 2024 results: EPS: ₪0.08 (in line with 3Q 2023). Revenue: ₪334.7m (up 8.7% from 3Q 2023). Net income: ₪4.80m (flat on 3Q 2023). Profit margin: 1.4% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses.
お知らせ • Nov 22iCon Group Ltd, Annual General Meeting, Dec 30, 2024iCon Group Ltd, Annual General Meeting, Dec 30, 2024. Location: co. offices, Israel
分析記事 • Sep 30The Returns On Capital At iCon Group (TLV:ICON) Don't Inspire ConfidenceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: ₪0.14 (vs ₪0.13 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.14 (up from ₪0.13 in 2Q 2023). Revenue: ₪377.4m (up 7.1% from 2Q 2023). Net income: ₪7.83m (up 4.4% from 2Q 2023). Profit margin: 2.1% (in line with 2Q 2023).
Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.16 (vs ₪0.21 in 1Q 2023)First quarter 2024 results: EPS: ₪0.16 (down from ₪0.21 in 1Q 2023). Revenue: ₪387.0m (up 6.1% from 1Q 2023). Net income: ₪9.07m (down 22% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Apr 06iCon Group's (TLV:ICON) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern iCon Group Ltd's ( TLV:ICON ) shareholders over the last week. We did some...
分析記事 • Feb 02iCon Group (TLV:ICON) Is Reinvesting At Lower Rates Of ReturnWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪0.08 (vs ₪0.12 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.08 (down from ₪0.12 in 3Q 2022). Revenue: ₪308.0m (flat on 3Q 2022). Net income: ₪4.79m (down 27% from 3Q 2022). Profit margin: 1.6% (down from 2.1% in 3Q 2022).
お知らせ • Nov 29Icon Group Appoints Russell Hill as Chief Operating Officer for PharmacyIcon Group announced Russell Hill has been appointed to Chief Operating Officer (COO) for Pharmacy. Russell has been with Icon for almost 15 years and brings a wealth of experience to the role of COO. As a qualified pharmacist, Russell has in-depth clinical knowledge and understands the needs of pharmacists and the national pharmacy landscape. He has held numerous leadership roles within the group, including Director of Pharmacy Practice Unit, General Manager for Pharmacy Services in Western Australia, and State Manager for Icon's cancer services in Western Australia and South Australia. His extensive experience across both cancer care and pharmacy enables a comprehensive approach to operations and a focus on multidisciplinary clinical quality and expertise. Russell has been acting COO for the past six months and during that time he and the team have achieved significant milestones, including securing UnitingCare Queensland's (UCQ) Australian pharmacy services contract. Through his collaborative and people-focused leadership, Russell has played a key role in establishing a solid foundation for the success of pharmacies ambitious growth pipelines and to meet its strategic goals.
お知らせ • Nov 22iCon Group Ltd, Annual General Meeting, Dec 26, 2023iCon Group Ltd, Annual General Meeting, Dec 26, 2023.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪4.09, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 9x in the Electronic industry in Israel. Total loss to shareholders of 37% over the past year.
分析記事 • Sep 07Investors Can Find Comfort In iCon Group's (TLV:ICON) Earnings QualitySoft earnings didn't appear to concern iCon Group Ltd's ( TLV:ICON ) shareholders over the last week. We think that the...
Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪0.13 (vs ₪0.17 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.13 (down from ₪0.17 in 2Q 2022). Revenue: ₪352.5m (down 4.6% from 2Q 2022). Net income: ₪7.50m (down 21% from 2Q 2022). Profit margin: 2.1% (down from 2.6% in 2Q 2022). The decrease in margin was driven by lower revenue.
分析記事 • Aug 04Here's What's Concerning About iCon Group's (TLV:ICON) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Upcoming Dividend • Apr 11Upcoming dividend of ₪0.18 per share at 3.3% yieldEligible shareholders must have bought the stock before 18 April 2023. Payment date: 02 May 2023. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.5%). Lower than average of industry peers (5.6%).
お知らせ • Jan 18Icon Group Appoints David Hackshall as Chief Digital OfficerIcon Group appointed David Hackshall as Chief Digital Officer. David joins Icon in February, bringing over 25 years of industry experience across a diverse range of industries, including insurance, finance, marketing, and logistics. In his most recent role as Chief Information Officer (CIO) for Cochlear, David led business transformation initiatives to drive growth and position Cochlear as the world leader in customer experience for its sector. This role is vital for Icon Group as extend digital services and information technology platforms to serve patients better and transform digital healthcare. David commences on 1 February 2023 and will lead Icon's highly experienced IT team with a key focus on supporting business strategy through the deployment of technologies to deliver world-class operational excellence.