View Future GrowthCembre 過去の業績過去 基準チェック /26Cembreは、平均年間14.3%の収益成長を遂げていますが、 Electrical業界の収益は、年間 成長しています。収益は、平均年間14.3% 9.5%収益成長率で 成長しています。 Cembreの自己資本利益率は19.7%であり、純利益率は19.3%です。主要情報14.32%収益成長率13.58%EPS成長率Electrical 業界の成長38.14%収益成長率9.51%株主資本利益率19.70%ネット・マージン19.29%次回の業績アップデート11 Sep 2026最近の業績更新Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.お知らせ • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updates分析記事 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.ライブニュース • May 14Cembre Reports Strong Q1 2026 Results With Double-Digit Growth and New Share Buy-BackCembre reported Q1 2026 revenue up 13.9%, supported by growth in both domestic and international markets. Net profit for Q1 2026 rose 17.8%, outpacing the revenue change. The Board approved a new share buy-back program, signaling ongoing capital management focus. The combination of double-digit revenue and profit growth with a share buy-back program points to a company that currently appears confident in its operations and balance sheet. You may want to watch how aggressively the buy-back is executed and whether profit growth remains aligned with revenue, as any slowdown in either could change how attractive that capital return looks.Upcoming Dividend • May 11Upcoming dividend of €2.06 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (0.7%).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.70, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Electrical industry in Italy. Total returns to shareholders of 187% over the past three years.Declared Dividend • Mar 19Dividend increased to €2.06Dividend of €2.06 is 9.6% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 20, 2026Cembre S.p.A. announced Annual dividend of EUR 2.0600 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.お知らせ • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.分析記事 • Oct 24Cembre (BIT:CMB) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 05Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 12 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.2%).分析記事 • Apr 21Shareholders Would Enjoy A Repeat Of Cembre's (BIT:CMB) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.分析記事 • Mar 20Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Mar 19Dividend increased to €1.88Dividend of €1.88 is 4.4% higher than last year. Ex-date: 12th May 2025 Payment date: 14th May 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (190% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 14, 2025Cembre S.p.A. announced Annual dividend of EUR 1.8800 per share payable on May 14, 2025, ex-date on May 12, 2025 and record date on May 13, 2025.Reported Earnings • Mar 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.53 (up from €2.43 in FY 2023). Revenue: €229.7m (up 3.2% from FY 2023). Net income: €42.6m (up 4.3% from FY 2023). Profit margin: 19% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €53.0m (up 3.2% from 3Q 2023). Net income: €8.31m (up 1.0% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Italy.Reported Earnings • Sep 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €61.5m (up 2.7% from 2Q 2023). Net income: €11.1m (down 15% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to €35.40. The fair value is estimated to be €28.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.58. Revenue: €58.8m (up 1.8% from 1Q 2023). Net income: €9.72m (down 11% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy.分析記事 • Apr 26Cembre (BIT:CMB) Will Pay A Larger Dividend Than Last Year At €1.80Cembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 15th of May to €1.80...分析記事 • Mar 18Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend by 29% on the 15th of May...Declared Dividend • Mar 18Dividend increased to €1.80Dividend of €1.80 is 29% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.43 (up from €1.91 in FY 2022). Revenue: €223.8m (up 13% from FY 2022). Net income: €40.8m (up 28% from FY 2022). Profit margin: 18% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.分析記事 • Jan 27If EPS Growth Is Important To You, Cembre (BIT:CMB) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €52.0m (up 17% from 3Q 2022). Net income: €8.22m (up 34% from 3Q 2022). Profit margin: 16% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electrical industry in Italy.Buying Opportunity • Oct 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €39.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.Price Target Changed • Sep 15Price target increased by 7.2% to €39.83Up from €37.17, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €35.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €2.29 for next year compared to €1.91 last year.Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.77 (vs €0.59 in 2Q 2022)Second quarter 2023 results: EPS: €0.77 (up from €0.59 in 2Q 2022). Revenue: €59.9m (up 7.4% from 2Q 2022). Net income: €13.0m (up 31% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €58.0m (up 19% from 1Q 2022). Net income: €10.9m (up 32% from 1Q 2022). Profit margin: 19% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 01Upcoming dividend of €1.40 per share at 4.6% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.1%).分析記事 • Apr 05Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...分析記事 • Mar 18Cembre's (BIT:CMB) Upcoming Dividend Will Be Larger Than Last Year'sCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.90 (up from €1.51 in FY 2021). Revenue: €198.8m (up 19% from FY 2021). Net income: €31.9m (up 26% from FY 2021). Profit margin: 16% (in line with FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.お知らせ • Dec 20+ 3 more updatesCembre S.p.A. to Report Q1, 2023 Results on May 15, 2023Cembre S.p.A. announced that they will report Q1, 2023 results on May 15, 2023Price Target Changed • Dec 15Price target increased to €32.50Up from €30.00, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.90. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €1.51 last year.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.37. Revenue: €45.4m (up 14% from 3Q 2021). Net income: €6.13m (up 10% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 3.0% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 25Here's Why Cembre (BIT:CMB) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: €0.59 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.59 (up from €0.54 in 2Q 2021). Revenue: €55.7m (up 20% from 2Q 2021). Net income: €9.95m (up 10% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to €28.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 60% over the past three years.分析記事 • Jul 05Why Cembre S.p.A. (BIT:CMB) Could Be Worth WatchingCembre S.p.A. ( BIT:CMB ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...分析記事 • Jun 16Cembre (BIT:CMB) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 15First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €48.8m (up 28% from 1Q 2021). Net income: €8.24m (up 46% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 2.6%, compared to a 8.8% growth forecast for the industry in Italy.Upcoming Dividend • May 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).分析記事 • Apr 28Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 05Cembre (BIT:CMB) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...分析記事 • Mar 16Cembre (BIT:CMB) Is Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that the dividend on 11th of May will be increased to €1.20, which...Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.51 (up from €1.13 in FY 2020). Revenue: €167.7m (up 22% from FY 2020). Net income: €25.3m (up 33% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.2% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €40.3m (up 18% from 3Q 2020). Net income: €5.56m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Sep 11Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €46.6m (up 65% from 2Q 2020). Net income: €9.01m (up 284% from 2Q 2020). Profit margin: 19% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 31These 4 Measures Indicate That Cembre (BIT:CMB) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €38.5m (up 5.5% from 1Q 2020). Net income: €5.64m (up 7.4% from 1Q 2020). Profit margin: 15% (in line with 1Q 2020).Upcoming Dividend • May 10Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.8%).Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.3m (down 6.2% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Mar 19The Returns At Cembre (BIT:CMB) Provide Us With Signs Of What's To ComeIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Mar 13Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.9m (down 5.8% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Mar 06Should You Investigate Cembre S.p.A. (BIT:CMB) At €21.40?Cembre S.p.A. ( BIT:CMB ), is not the largest company out there, but it saw a double-digit share price rise of over 10...分析記事 • Feb 18Is Cembre S.p.A. (BIT:CMB) The Right Choice For A Smart Dividend Investor?Could Cembre S.p.A. ( BIT:CMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Feb 13New 90-day high: €22.00The company is up 18% from its price of €18.70 on 13 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.分析記事 • Feb 02Does Cembre (BIT:CMB) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jan 18What You Need To Know About Cembre S.p.A.'s (BIT:CMB) Investor CompositionA look at the shareholders of Cembre S.p.A. ( BIT:CMB ) can tell us which group is most powerful. Generally speaking...Is New 90 Day High Low • Jan 06New 90-day high: €20.00The company is up 16% from its price of €17.30 on 08 October 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 15% over the same period.分析記事 • Jan 04Cembre S.p.A.'s (BIT:CMB) Stock Is Going Strong: Is the Market Following Fundamentals?Cembre's (BIT:CMB) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...分析記事 • Dec 19Did You Participate In Any Of Cembre's (BIT:CMB) Respectable 66% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...分析記事 • Dec 03Should You Be Impressed By Cembre's (BIT:CMB) Returns on Capital?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Nov 19Would Cembre S.p.A. (BIT:CMB) Be Valuable To Income Investors?Is Cembre S.p.A. (BIT:CMB) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...Is New 90 Day High Low • Oct 29New 90-day low: €15.30The company is down 6.0% from its price of €16.20 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 26New 90-day low: €16.00The company is down 9.0% from its price of €17.65 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 18% over the same period.収支内訳Cembre 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BIT:CMB 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 262534969031 Dec 252444767030 Sep 252384666030 Jun 252344465031 Mar 252314564031 Dec 242304363030 Sep 242253862030 Jun 242253861031 Mar 242244060031 Dec 232234158030 Sep 232194057030 Jun 232123856031 Mar 232083554031 Dec 221993253030 Sep 221922951030 Jun 221872950031 Mar 221772848031 Dec 211672547030 Sep 211632746030 Jun 211572645031 Mar 211391943031 Dec 201371942030 Sep 201351742030 Jun 201341741031 Mar 201442142031 Dec 191462243030 Sep 191472343030 Jun 191482343031 Mar 191472343031 Dec 181442343030 Sep 181422542030 Jun 181392441031 Mar 181362440031 Dec 171332340030 Sep 171301939030 Jun 171261938031 Mar 171261838031 Dec 161231738030 Sep 161211638030 Jun 161211537031 Mar 161211637031 Dec 151221637030 Sep 151211736030 Jun 1511916360質の高い収益: CMBは 高品質の収益 を持っています。利益率の向上: CMBの現在の純利益率 (19.3%)は、昨年(19.4%)よりも低くなっています。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: CMBの収益は過去 5 年間で年間14.3%増加しました。成長の加速: CMBの過去 1 年間の収益成長率 ( 8.9% ) は、5 年間の平均 ( 年間14.3%を下回っています。収益対業界: CMBの過去 1 年間の収益成長率 ( 8.9% ) Electrical業界21.8%を上回りませんでした。株主資本利益率高いROE: CMBの 自己資本利益率 ( 19.7% ) 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7D1Y7D1Y7D1YCapital-goods 、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2026/05/25 03:13終値2026/05/25 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Cembre S.p.A. 3 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。6 アナリスト機関Andrea BonfaBanca Akros S.p.A. (ESN)Giovanni SelvettiBerenbergLuigi De BellisEquita SIM S.p.A.3 その他のアナリストを表示
Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.
Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.
お知らせ • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...
Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.
Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.
ライブニュース • May 14Cembre Reports Strong Q1 2026 Results With Double-Digit Growth and New Share Buy-BackCembre reported Q1 2026 revenue up 13.9%, supported by growth in both domestic and international markets. Net profit for Q1 2026 rose 17.8%, outpacing the revenue change. The Board approved a new share buy-back program, signaling ongoing capital management focus. The combination of double-digit revenue and profit growth with a share buy-back program points to a company that currently appears confident in its operations and balance sheet. You may want to watch how aggressively the buy-back is executed and whether profit growth remains aligned with revenue, as any slowdown in either could change how attractive that capital return looks.
Upcoming Dividend • May 11Upcoming dividend of €2.06 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (0.7%).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.70, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Electrical industry in Italy. Total returns to shareholders of 187% over the past three years.
Declared Dividend • Mar 19Dividend increased to €2.06Dividend of €2.06 is 9.6% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 20, 2026Cembre S.p.A. announced Annual dividend of EUR 2.0600 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.
お知らせ • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
分析記事 • Oct 24Cembre (BIT:CMB) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.
Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 05Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 12 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.2%).
分析記事 • Apr 21Shareholders Would Enjoy A Repeat Of Cembre's (BIT:CMB) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.
分析記事 • Mar 20Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Mar 19Dividend increased to €1.88Dividend of €1.88 is 4.4% higher than last year. Ex-date: 12th May 2025 Payment date: 14th May 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (190% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 14, 2025Cembre S.p.A. announced Annual dividend of EUR 1.8800 per share payable on May 14, 2025, ex-date on May 12, 2025 and record date on May 13, 2025.
Reported Earnings • Mar 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.53 (up from €2.43 in FY 2023). Revenue: €229.7m (up 3.2% from FY 2023). Net income: €42.6m (up 4.3% from FY 2023). Profit margin: 19% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €53.0m (up 3.2% from 3Q 2023). Net income: €8.31m (up 1.0% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Italy.
Reported Earnings • Sep 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €61.5m (up 2.7% from 2Q 2023). Net income: €11.1m (down 15% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to €35.40. The fair value is estimated to be €28.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.58. Revenue: €58.8m (up 1.8% from 1Q 2023). Net income: €9.72m (down 11% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy.
分析記事 • Apr 26Cembre (BIT:CMB) Will Pay A Larger Dividend Than Last Year At €1.80Cembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 15th of May to €1.80...
分析記事 • Mar 18Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend by 29% on the 15th of May...
Declared Dividend • Mar 18Dividend increased to €1.80Dividend of €1.80 is 29% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.43 (up from €1.91 in FY 2022). Revenue: €223.8m (up 13% from FY 2022). Net income: €40.8m (up 28% from FY 2022). Profit margin: 18% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Jan 27If EPS Growth Is Important To You, Cembre (BIT:CMB) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €52.0m (up 17% from 3Q 2022). Net income: €8.22m (up 34% from 3Q 2022). Profit margin: 16% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electrical industry in Italy.
Buying Opportunity • Oct 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €39.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.
Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.
Price Target Changed • Sep 15Price target increased by 7.2% to €39.83Up from €37.17, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €35.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €2.29 for next year compared to €1.91 last year.
Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.77 (vs €0.59 in 2Q 2022)Second quarter 2023 results: EPS: €0.77 (up from €0.59 in 2Q 2022). Revenue: €59.9m (up 7.4% from 2Q 2022). Net income: €13.0m (up 31% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €58.0m (up 19% from 1Q 2022). Net income: €10.9m (up 32% from 1Q 2022). Profit margin: 19% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 01Upcoming dividend of €1.40 per share at 4.6% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.1%).
分析記事 • Apr 05Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...
分析記事 • Mar 18Cembre's (BIT:CMB) Upcoming Dividend Will Be Larger Than Last Year'sCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.90 (up from €1.51 in FY 2021). Revenue: €198.8m (up 19% from FY 2021). Net income: €31.9m (up 26% from FY 2021). Profit margin: 16% (in line with FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Dec 20+ 3 more updatesCembre S.p.A. to Report Q1, 2023 Results on May 15, 2023Cembre S.p.A. announced that they will report Q1, 2023 results on May 15, 2023
Price Target Changed • Dec 15Price target increased to €32.50Up from €30.00, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.90. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €1.51 last year.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.37. Revenue: €45.4m (up 14% from 3Q 2021). Net income: €6.13m (up 10% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 3.0% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 25Here's Why Cembre (BIT:CMB) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: €0.59 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.59 (up from €0.54 in 2Q 2021). Revenue: €55.7m (up 20% from 2Q 2021). Net income: €9.95m (up 10% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to €28.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 60% over the past three years.
分析記事 • Jul 05Why Cembre S.p.A. (BIT:CMB) Could Be Worth WatchingCembre S.p.A. ( BIT:CMB ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
分析記事 • Jun 16Cembre (BIT:CMB) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 15First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €48.8m (up 28% from 1Q 2021). Net income: €8.24m (up 46% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 2.6%, compared to a 8.8% growth forecast for the industry in Italy.
Upcoming Dividend • May 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).
分析記事 • Apr 28Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 05Cembre (BIT:CMB) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...
分析記事 • Mar 16Cembre (BIT:CMB) Is Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that the dividend on 11th of May will be increased to €1.20, which...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.51 (up from €1.13 in FY 2020). Revenue: €167.7m (up 22% from FY 2020). Net income: €25.3m (up 33% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.2% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €40.3m (up 18% from 3Q 2020). Net income: €5.56m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 11Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €46.6m (up 65% from 2Q 2020). Net income: €9.01m (up 284% from 2Q 2020). Profit margin: 19% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 31These 4 Measures Indicate That Cembre (BIT:CMB) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €38.5m (up 5.5% from 1Q 2020). Net income: €5.64m (up 7.4% from 1Q 2020). Profit margin: 15% (in line with 1Q 2020).
Upcoming Dividend • May 10Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.8%).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.3m (down 6.2% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Mar 19The Returns At Cembre (BIT:CMB) Provide Us With Signs Of What's To ComeIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Mar 13Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.9m (down 5.8% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 06Should You Investigate Cembre S.p.A. (BIT:CMB) At €21.40?Cembre S.p.A. ( BIT:CMB ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
分析記事 • Feb 18Is Cembre S.p.A. (BIT:CMB) The Right Choice For A Smart Dividend Investor?Could Cembre S.p.A. ( BIT:CMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Feb 13New 90-day high: €22.00The company is up 18% from its price of €18.70 on 13 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.
分析記事 • Feb 02Does Cembre (BIT:CMB) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 18What You Need To Know About Cembre S.p.A.'s (BIT:CMB) Investor CompositionA look at the shareholders of Cembre S.p.A. ( BIT:CMB ) can tell us which group is most powerful. Generally speaking...
Is New 90 Day High Low • Jan 06New 90-day high: €20.00The company is up 16% from its price of €17.30 on 08 October 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 15% over the same period.
分析記事 • Jan 04Cembre S.p.A.'s (BIT:CMB) Stock Is Going Strong: Is the Market Following Fundamentals?Cembre's (BIT:CMB) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...
分析記事 • Dec 19Did You Participate In Any Of Cembre's (BIT:CMB) Respectable 66% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
分析記事 • Dec 03Should You Be Impressed By Cembre's (BIT:CMB) Returns on Capital?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Nov 19Would Cembre S.p.A. (BIT:CMB) Be Valuable To Income Investors?Is Cembre S.p.A. (BIT:CMB) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
Is New 90 Day High Low • Oct 29New 90-day low: €15.30The company is down 6.0% from its price of €16.20 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 26New 90-day low: €16.00The company is down 9.0% from its price of €17.65 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 18% over the same period.