View Future GrowthSiltronic 過去の業績過去 基準チェック /06Siltronicの収益は年間平均-28.6%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間5.2% 0.5%割合で 増加しています。主要情報-28.59%収益成長率-28.57%EPS成長率Semiconductor 業界の成長23.83%収益成長率0.54%株主資本利益率-3.84%ネット・マージン-5.14%次回の業績アップデート30 Jul 2026最近の業績更新Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 81% to €104. The fair value is estimated to be €83.28, 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 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • May 28Siltronic AG announced that it has received €187.635 million in funding from Wacker Chemie AG and other investorsSiltronic AG announced a private placement to issue 2,100,000 shares at an issue price of €89.35 per share for gross proceeds of €187,635,000 on May 26, 2026. The transaction included participation from returning investor Wacker Chemie AG and qualified investors and to international institutional investors only. The investor Wacker remains the largest shareholder with approximately 24% of the capital stock.Buy Or Sell Opportunity • Mar 31Now 24% undervaluedOver the last 90 days, the stock has risen 4.0% to €50.85. The fair value is estimated to be €66.57, however this is not to be taken as a buy 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 5.4% per annum. Earnings are forecast to decline by 1.5% per annum over the same time period.お知らせ • Mar 30Siltronic AG, Annual General Meeting, May 08, 2026Siltronic AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 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 (9.9% average weekly change). Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future.Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.New Risk • Jan 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.1% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future.Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • May 14+ 1 more updateSiltronic AG Approves Dividend for the Financial Year 2024Siltronic AG announced that in light of the expected development for the financial year 2025, the Executive Board and Supervisory Board proposed at the Annual General Meeting to distribute a dividend of EUR 0.20 for the financial year 2024 . The shareholders approved this proposal. As a result, a total of EUR 6 million will be distributed to the company’s shareholders, which corresponds to a payout ratio of nearly 10% of the consolidated profit attributable to Siltronic shareholders.お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €32.30, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total loss to shareholders of 60% over the past three years.お知らせ • Apr 03Siltronic AG, Annual General Meeting, May 12, 2025Siltronic AG, Annual General Meeting, May 12, 2025, at 10:00 W. Europe Standard Time.収支内訳Siltronic 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:1WAF 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 251,347-69747830 Sep 251,336-27737630 Jun 251,39329727831 Mar 251,41540738231 Dec 241,41363738330 Sep 241,40996758730 Jun 241,400111768831 Mar 241,453144768731 Dec 231,514184778830 Sep 231,629261788730 Jun 231,754328788831 Mar 231,793353789031 Dec 221,805391779030 Sep 221,710368708830 Jun 221,608332708531 Mar 221,506307728331 Dec 211,405253738030 Sep 211,313205877730 Jun 211,241172867631 Mar 211,223171827431 Dec 201,207161807330 Sep 201,227162727230 Jun 201,228179727131 Mar 201,216185746931 Dec 191,270226736830 Sep 191,354287726930 Jun 191,434343726831 Mar 191,484375726831 Dec 181,457373716830 Sep 181,397347726830 Jun 181,325305726831 Mar 181,247247726831 Dec 171,177185716830 Sep 171,096130686730 Jun 171,02471656731 Mar 1797139646731 Dec 1693312636630 Sep 16902-11546630 Jun 16896-20546531 Mar 16913-27546431 Dec 15931-14536430 Sep 15939-2516530 Jun 15925-75066質の高い収益: 1WAFは現在利益が出ていません。利益率の向上: 1WAFは現在利益が出ていません。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: 1WAFは利益が出ておらず、過去 5 年間で損失は年間28.6%の割合で増加しています。成長の加速: 1WAFの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 1WAFは利益が出ていないため、過去 1 年間の収益成長をSemiconductor業界 ( -13.1% ) と比較することは困難です。株主資本利益率高いROE: 1WAFは現在利益が出ていないため、自己資本利益率 ( -3.84% ) はマイナスです。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7D1Y7D1Y7D1YSemiconductors 、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2026/06/09 21:52終値2026/06/09 00:00収益2025/12/31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Siltronic AG 10 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。22 アナリスト機関Guenther HollfelderBaader Helvea Equity ResearchBruno BulicBaader Helvea Equity ResearchGustav FrobergBerenberg19 その他のアナリストを表示
Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026
お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026
Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 81% to €104. The fair value is estimated to be €83.28, 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 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • May 28Siltronic AG announced that it has received €187.635 million in funding from Wacker Chemie AG and other investorsSiltronic AG announced a private placement to issue 2,100,000 shares at an issue price of €89.35 per share for gross proceeds of €187,635,000 on May 26, 2026. The transaction included participation from returning investor Wacker Chemie AG and qualified investors and to international institutional investors only. The investor Wacker remains the largest shareholder with approximately 24% of the capital stock.
Buy Or Sell Opportunity • Mar 31Now 24% undervaluedOver the last 90 days, the stock has risen 4.0% to €50.85. The fair value is estimated to be €66.57, however this is not to be taken as a buy 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 5.4% per annum. Earnings are forecast to decline by 1.5% per annum over the same time period.
お知らせ • Mar 30Siltronic AG, Annual General Meeting, May 08, 2026Siltronic AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 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 (9.9% average weekly change). Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future.
Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.
New Risk • Jan 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.1% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future.
Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026
お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • May 14+ 1 more updateSiltronic AG Approves Dividend for the Financial Year 2024Siltronic AG announced that in light of the expected development for the financial year 2025, the Executive Board and Supervisory Board proposed at the Annual General Meeting to distribute a dividend of EUR 0.20 for the financial year 2024 . The shareholders approved this proposal. As a result, a total of EUR 6 million will be distributed to the company’s shareholders, which corresponds to a payout ratio of nearly 10% of the consolidated profit attributable to Siltronic shareholders.
お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €32.30, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total loss to shareholders of 60% over the past three years.
お知らせ • Apr 03Siltronic AG, Annual General Meeting, May 12, 2025Siltronic AG, Annual General Meeting, May 12, 2025, at 10:00 W. Europe Standard Time.