View ValuationLANXESS 将来の成長Future 基準チェック /06LANXESS利益と収益がそれぞれ年間58.4%と3.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に1.8% 57.8%なると予測されています。主要情報58.4%収益成長率57.76%EPS成長率Chemicals 収益成長20.9%収益成長率3.3%将来の株主資本利益率1.82%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.New Risk • Mar 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change).Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.42. The fair value is estimated to be €14.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.Buy Or Sell Opportunity • Dec 29Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to €17.57. The fair value is estimated to be €14.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.30. The fair value is estimated to be €14.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.お知らせ • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% 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 Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transactionお知らせ • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.業績と収益の成長予測BIT:1LXS - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,090-31705401212/31/20275,918-711454871512/31/20265,851-19279361103/31/20265,450-66152367N/A12/31/20255,673-577-30289N/A9/30/20255,888-243112432N/A6/30/20256,148-165112441N/A3/31/20256,360-136164490N/A12/31/20246,366-177188508N/A9/30/20246,319-69071377N/A6/30/20246,322-822407708N/A3/31/20246,422-951323629N/A12/31/20236,714-843512838N/A9/30/20237,251-280433785N/A6/30/20237,835-6532414N/A3/31/20238,05612894501N/A12/31/20228,088184-248159N/A9/30/20227,794191-136296N/A6/30/20227,190147-60372N/A3/31/20226,660146-228194N/A12/31/20216,101116-17407N/A9/30/20215,925119-62371N/A6/30/20215,8051057444N/A3/31/20215,77286372515N/A12/31/20206,104892129585N/A9/30/20206,237883113590N/A6/30/20206,480938185677N/A3/31/20206,768231200713N/A12/31/20196,802255N/A643N/A9/30/20196,559266N/A685N/A6/30/20196,641243N/A665N/A3/31/20196,746212N/A595N/A12/31/20186,824190N/A586N/A9/30/20187,066144N/A603N/A6/30/20186,990138N/A737N/A3/31/20186,87363N/A881N/A12/31/20176,53023N/A868N/A9/30/20176,81073N/A692N/A6/30/20177,02183N/A627N/A3/31/20177,252166N/A651N/A12/31/20167,699192N/A689N/A9/30/20167,590205N/A882N/A6/30/20167,622184N/A768N/A3/31/20167,784196N/A707N/A12/31/20157,902165N/A692N/A9/30/20158,00082N/A751N/A6/30/20158,08776N/A762N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1LXS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 1LXS今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: 1LXS今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 1LXSの収益 ( 3.3% ) Italian市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: 1LXSの収益 ( 3.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1LXSの 自己資本利益率 は、3年後には低くなると予測されています ( 1.8 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 03:21終値2026/05/20 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LANXESS Aktiengesellschaft 15 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。35 アナリスト機関James KnightBarclaysAnil ShenoyBarclaysAndres Castanos-MollorBerenberg32 その他のアナリストを表示
Upcoming Dividend • May 15Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (3.3%).
Reported Earnings • May 07First quarter 2026 earnings released: €1.63 loss per share (vs €0.66 loss in 1Q 2025)First quarter 2026 results: €1.63 loss per share (further deteriorated from €0.66 loss in 1Q 2025). Revenue: €1.38b (down 14% from 1Q 2025). Net loss: €141.0m (loss widened 147% from 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Apr 13Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.8%.
お知らせ • Apr 12LANXESS Aktiengesellschaft announces Annual dividend, payable on May 27, 2026LANXESS Aktiengesellschaft announced Annual dividend of EUR 0.1000 per share payable on May 27, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
お知らせ • Apr 10LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026LANXESS Aktiengesellschaft, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: €6.68 loss per share (vs €2.05 loss in FY 2024)Full year 2025 results: €6.68 loss per share (further deteriorated from €2.05 loss in FY 2024). Revenue: €5.67b (down 11% from FY 2024). Net loss: €577.0m (loss widened 226% from FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
New Risk • Mar 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change).
Buy Or Sell Opportunity • Jan 21Now 24% overvaluedOver the last 90 days, the stock has fallen 18% to €17.42. The fair value is estimated to be €14.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 56% per annum over the same time period.
Buy Or Sell Opportunity • Dec 29Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to €17.57. The fair value is estimated to be €14.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
Buy Or Sell Opportunity • Nov 27Now 22% overvaluedOver the last 90 days, the stock has fallen 29% to €17.30. The fair value is estimated to be €14.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
Reported Earnings • Nov 08Third quarter 2025 earnings released: €0.89 loss per share (vs €0.012 profit in 3Q 2024)Third quarter 2025 results: €0.89 loss per share (down from €0.012 profit in 3Q 2024). Revenue: €1.34b (down 16% from 3Q 2024). Net loss: €77.0m (down €78.0m from profit in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.9% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).
Buy Or Sell Opportunity • Nov 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €19.39. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.2% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.0% per annum. Earnings are also forecast to grow by 64% per annum over the same time period.
お知らせ • Oct 07+ 3 more updatesLANXESS Aktiengesellschaft to Report Q3, 2026 Results on Nov 05, 2026LANXESS Aktiengesellschaft announced that they will report Q3, 2026 results at 7:00 AM, Central European Standard Time on Nov 05, 2026
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.52 loss per share (vs €0.18 loss in 2Q 2024)Second quarter 2025 results: €0.52 loss per share (further deteriorated from €0.18 loss in 2Q 2024). Revenue: €1.47b (down 13% from 2Q 2024). Net loss: €45.0m (loss widened 181% from 2Q 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% 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 Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.4% average weekly change).
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 69% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings have declined by 69% per year over the past 5 years.
Upcoming Dividend • May 16Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 27 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.6%).
Reported Earnings • May 10First quarter 2025 earnings released: €0.66 loss per share (vs €1.14 loss in 1Q 2024)First quarter 2025 results: €0.66 loss per share (improved from €1.14 loss in 1Q 2024). Revenue: €1.60b (flat on 1Q 2024). Net loss: €57.0m (loss narrowed 42% from 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Chemicals industry in Italy. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 11LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025LANXESS Aktiengesellschaft, Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction
お知らせ • Oct 04UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025.