View ValuationTelefonaktiebolaget LM Ericsson 将来の成長Future 基準チェック /06Telefonaktiebolaget LM Ericssonの収益は年間2.6%で減少すると予測されていますが、年間収益は年間0.3%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に19.8% 1%なると予測されています。主要情報-2.6%収益成長率-0.97%EPS成長率Communications 収益成長15.8%収益成長率0.3%将来の株主資本利益率19.81%アナリストカバレッジGood最終更新日20 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 updatesお知らせ • Apr 29Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) commences an Equity Buyback for its own shares, representing 10% for, under the authorization approved on March 31, 2026.Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) commences share repurchases on April 23, 2026, under the program mandated by the Annual General Meeting held on March 31, 2026. As per the mandate, the company is authorized to repurchase up to its own shares, representing 10% of its issued share capital. The purchases are to be made in accordance with the price limitations set out in Nasdaq Nordic Main Market Rulebook for Issuers of Shares, which states that shares may not be purchased at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the trading venue where the purchase is carried out. Purchases of shares may not be made at a price lower than the lowest price at which an independent purchase can be made. The share repurchase program is valid until the company’s Annual General Meeting in 2027. As of February 27, 2024, the company had 3,371,351,735 issued shares comprising of 261,755,983 shares of series A and 3,109,595,752 shares of series B and had 38,002,276 shares of series B in treasury. On April 16, 2026, the company announces a Share repurchase Program. Under the program, the company will repurchase up to SEK 15,000 million worth of its Class B shares. The program will commence from April 23, 2026 and valid till end on March 31, 2027, at the latest.New Risk • Apr 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% 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 Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Apr 19First quarter 2026 earnings released: EPS: kr0.27 (vs kr1.25 in 1Q 2025)First quarter 2026 results: EPS: kr0.27 (down from kr1.25 in 1Q 2025). Revenue: kr49.3b (down 10% from 1Q 2025). Net income: kr888.0m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 7.5% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 15Dividend of kr1.50 announcedShareholders will receive a dividend of kr1.50. Ex-date: 28th September 2026 Payment date: 2nd October 2026 Dividend yield will be 16%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 31+ 1 more updateTelefonaktiebolaget LM Ericsson (Publ) Appoints Andreas Larsson as Deputy Representatives on the Board of DirectorsTelefonaktiebolaget LM Ericsson at its Annual General Meeting held on March 31, 2026 appointed Andreas Larsson as deputy representatives on the board of directors.お知らせ • Feb 26Ericsson Demonstrates Breakthrough Drone Detection Proof of Concept At Texas HeadquartersEricsson announced a successful live proof of concept of its ISAC (Integrated Sensing and Communication) technology at the company's U.S. Headquarters in Plano, Texas, signaling a major step forward in the evolution of networks that both connect and sense the world around them. The live proof of concept centered on drone detection using Ericsson's massive-MIMO radios, showcasing the network's ability to track unmanned aerial vehicles (UAVs) within surrounding airspace. This proof of concept demonstrates that the US is a global leader in ISAC technology which enhances national security, optimizes spectrum use, and drives economic growth. ISAC is an innovative technology that enables use cases across commercial, public safety and defense scenarios, enabling faster adoption of new emerging technologies like autonomous systems and drone delivery in commercial settings. From a defense scenario, itaugments national security and provides an additional layer of safety. ISAC integrates sensing and spatial location of passive (not connected) objects into the mobile communication network - extending network functionality beyond connectivity by enabling the detection and characterization of objects and movement using existing infrastructure. The capability is progressing in 3GPP with initial studies in Release 19 and is expected to form part of early 6G standardization, showing the foundation for broad, scalable sensing applications. Safer, smarter infrastructure: Network-based sensing can support use cases by augmenting local sensors with wide-area network awareness. Efficient path to scale: ISAC is designed to reuse existing mobile network sites, spectrum, and hardware, enabling pragmatic introduction and coverage at scale. Road to 6G: 3GPP studies have begun, with ISAC poised to become a foundational capability in the 6G era. The proof of concept underscores Ericsson's commitment to advancing 6G-era capabilities and collaborating with the broader ecosystem to validate real-world scenarios and deployment approaches across sites, spectrum, and hardware integration levels. Ericsson has invested more than $150 million in the factory and is the only manufacturer making telecom equipment at scale in the US. The highly automated, 300,000-square-foot facility supports more than 550 US manufacturing jobs and strengthens secure, resilient domestic supply chains. As 6G technology matures, Ericsson plans to build-on this US-based manufacturing foundation to support future deployments.お知らせ • Feb 16Ericsson, Leonardo and Italian Navy Trial 5G Standalone On-Sea CapabilitiesEricsson and the Italian Navy have conducted a maritime connectivity test using an Ericsson 5G Standalone system. The trial was successfully completed, enabling connectivity between naval units engaged in a day and night training scenario on the open sea. A completely self-contained end-to-end Ericsson 5G SA network - comprising Ericsson Ultra Compact Core and Ericsson Massive MIMO Radio Access Network products and solutions - was installed on board the Italian Navy's amphibious landing ship San Giorgio, which served as the lead unit during a recent experimentation campaign. Ericsson 5G SA customer premises equipment (CPE) was installed on board a second unit of the Italian Navy - the Multi-Purpose Combat Ship Raimondo Montecuccoli. Leonardo and Ericsson collaborated in the EDF 5G COMPAD project and demonstrated its outcomes during the Italian Navy's Operational Experimentation (OPEX) 2-25 in the Gulf of Taranto. Using Ericsson's 5G Standalone connectivity and Leonardo's NINE encryption solution, the trial enabled the secure, real-time exchange of classified and unclassified information between two naval units, including full situational awareness from the Combat Management System and video streams from 12 unmanned systems processed via the AI Brain platform. The OPEX validated the performance, security and resilience of 5G SA for on-board connected systems, while also showing how a unified 5G network can optimize spectrum usage compared to multiple standalone communication systems operating on unlicensed and potentially overlapping, bands with interference risks. This collaboration not only demonstrates the versatility of dual-use 5G in critical operations, but also highlights how enhanced connectivity at sea can significantly strengthen naval communications and operational effectiveness. The same Italian Navy experimentation - officially called the Italian Navy open-sea Operational Experimentation (OP EX Task 2-25), within the framework of the Multi-Domain Operational Experimentation Committee - included several other ecosystem partners testing at sea capabilities. Ericsson also collaborated with the Italian Navy as part of 2024 NATO trials, when an end-to-end 5G SA network was installed in the Italian Naval base at Taranto.お知らせ • Jan 28Telefonaktiebolaget LM Ericsson (publ), Annual General Meeting, Mar 31, 2026Telefonaktiebolaget LM Ericsson (publ), Annual General Meeting, Mar 31, 2026.お知らせ • Jan 23Telefonaktiebolaget LM Ericsson (Publ) Proposes Dividend for 2025 in Two Installments, Payable on April 9, 2026, and on October 2, 2026Telefonaktiebolaget LM Ericsson (publ) announced the Board of Directors will propose to the Annual General Meeting (AGM) an ordinary dividend to shareholders of SEK 3.00 (2.85) per share for the financial year 2025. The dividend is proposed to be paid in two installments, SEK 1.50 per share with the record date April 2, 2026, and SEK 1.50 per share with the record date September 29, 2026. Should the Annual General Meeting decide in favor of the proposals, the payment of the dividend is expected to be made on April 9, 2026, and on October 2, 2026. The proposed dividend takes into consideration 2025 earnings, the balance sheet, future business plans, and expected economic developments.お知らせ • Jan 15Ericsson Proposes Headcount Reduction in SwedenEricsson announced proposed staff reductions in Sweden as part of measures aimed at ensuring the Company's competitive position. The proposed staff reduction is part of global initiatives to improve cost position while maintaining investments critical to Ericsson's technology leadership and the execution of the strategy to deliver high-performing, programmable networks that enable differentiated services and new monetization opportunities. Initiatives to increase operational efficiency will continue across the Group but will not be announced separately. Ericsson has submitted a notice to the Swedish Public Employment Service. Approximately 1.600 positions could be impacted in Sweden. The Company has initiated negotiations with the relevant Swedish trade unions.お知らせ • Dec 03Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. acquired an unknown minority stake in LotusFlare, Inc.Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. acquired an unknown minority stake in LotusFlare, Inc. on December 3, 2025. Bennett Yee of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for LotusFlare, Inc. Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. completed the acquisition of an unknown minority stake in LotusFlare, Inc. on December 3, 2025.お知らせ • Nov 12Ericsson Announces Moti Gyamlani to Step Down as Senior Vice President and Head of Group Function Global Operations as of January 12, 2026Ericsson on November 11, 2025 announced that Moti Gyamlani will step down from his role as Senior Vice President and Head of Group Function Global Operations as of January 12, 2026, and remain at Ericsson for a transition period. Moti Gyamlani has been with the company since 2019 and has served on Ericsson’s Executive Team since 2022. A transition plan is underway where the Group structure is simplified and where functions are moved closer to the business.Reported Earnings • Oct 14Second quarter 2025 earnings released: EPS: kr1.37 (vs kr3.34 loss in 2Q 2024)Second quarter 2025 results: EPS: kr1.37 (up from kr3.34 loss in 2Q 2024). Revenue: kr56.1b (down 6.2% from 2Q 2024). Net income: kr4.57b (up kr15.7b from 2Q 2024). Profit margin: 8.1% (up from net loss in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.35, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.98 per share.お知らせ • Oct 03+ 3 more updatesTelefonaktiebolaget LM Ericsson (publ) to Report Q4, 2025 Results on Jan 23, 2026Telefonaktiebolaget LM Ericsson (publ) announced that they will report Q4, 2025 results at 7:00 AM, Central European Standard Time on Jan 23, 2026Upcoming Dividend • Sep 19Upcoming dividend of kr1.42 per shareEligible shareholders must have bought the stock before 26 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.0%). In line with average of industry peers (3.5%).お知らせ • Aug 28Ericsson Announces Stella Medlicott Will Step Down from Her Role as Senior Vice President, Chief Marketing and Communications Officer and Head of Corporate Relations, Effective March 31, 2026Ericsson announced that Stella Medlicott will step down from her role as Senior Vice President, Chief Marketing and Communications Officer and Head of Corporate Relations and will leave Ericsson on March 31, 2026. Stella Medlicott has been with the company since 2014 and has served on Ericsson's Executive Team since 2019. A transition plan is underway.お知らせ • Aug 22Koch Equity Development, LLC completed the acquisition of Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B).Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion on August 16, 2024. Ericsson's cash benefit from the transaction, after the settlement of anticipated taxes, transaction expenses, and other liabilities, is expected to be approximately $1 billion. For the year 2023, iconectiv's net income was $100 million. Under the agreement, iconectiv will become a wholly-owned independent subsidiary of KED and will continue to be managed by iconectiv's leadership team based in Bridgewater, New Jersey. The transaction is subject to approval by regulatory approval and customary closing conditions. The transaction is expected to complete during the first half of calendar 2025. Rothschild & Co and Citi acted as financial advisors to Koch Equity Development, and Daniel J.Michaels of Jones Day acted as legal advisor to Koch Equity Development. Jefferies LLC and Goldman Sachs & Co. LLC acted as financial advisors to Telcordia Technologies, and J.Ryan McCarthy, Elizabeth Slawsby, Andrea Ramezan-Jackson, David Della Rocca, Laura Szarmach, Bryce Williamson, Sarah Gagan, Gail Crawford, Clayton Northouse and Matthew Brill of Latham & Watkins LLP acted as legal advisor to Telcordia Technologies. Sean Z. Kramer, P.C. and John Mason Wilkes of Kirkland & Ellis LLP acted as legal advisor to Telefonaktiebolaget LM Ericsson. Koch Equity Development, LLC completed the acquisition of Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) on August 22 ,2025.お知らせ • Aug 01Telefonaktiebolaget LM Ericsson (publ) Reportedly in Talks to Invest Hundreds of Millions of Dollars in Intel Corporation's Networking UnitThe Swedish telecom equipment maker Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) is in talks to invest hundreds of millions of dollars in Intel Corporation (NasdaqGS:INTC)'s networking infrastructure business, according to people familiar with the matter. The investment would make Ericsson a minority stakeholder in the newly spun-off networking and edge business known as NEX that has long supplied chips to Ericsson for its radio access network hardware, the people said, asking not to be identified because the talks are private. Intel has held talks with other potential investors to join Ericsson in taking a stake in the business, which manufactures chips for use in computer and telecommunications networks, the people said. An arrangement has not yet been finalized, they said, and it’s possible a deal won’t materialize. Ericsson is a longtime customer of Intel, which has in recent years struggled to keep pace with rivals such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. Former Chief Executive Officer Pat Gelsinger was pushed out of the firm last year after his costly plan to turn the company into a maker of chips for other businesses failed to deliver results fast enough for its board. Intel has since been slashing costs and looking to sell off noncore businesses to bolster its finances. And last week, the company said it will spin off its network and infrastructure division into a standalone company. In April, the chipmaker agreed to sell a 51% stake in its programmable chips unit Altera to Silver Lake Management. Intel said in a statement that it has “begun the process of identifying strategic investors.” Similar to the Altera arrangement, Intel said it plans to remain an anchor investor in the networking spinoff, “enabling us to benefit from future upside.” Ericsson declined to provide a statement, saying it doesn’t comment “on the business of its partners” or rumors and speculation. Intel had been exploring options for the enterprise networking division for months, Bloomberg previously reported. NEX chief Sachin Katti wrote in an memo first reported by CRN that the separate company would focus on chips for communications, networking and Ethernet connectivity. Intel would retain a stake in the company. Many of Ericsson’s hardware products rely on chips designed by Intel for its mobile network equipment. The companies formed an even tighter relationship early last year when Ericsson announced its future infrastructure would be built on Intel’s Xeon Next-Gen processors for greater speed and energy efficiency.Recent Insider Transactions • May 05Deputy Chairman recently bought €21m worth of stockOn the 29th of April, Jacob Wallenberg bought around 3m shares on-market at roughly €7.28 per share. This transaction increased Jacob's direct individual holding by 7x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jacob has been a buyer over the last 12 months, purchasing a net total of €88m worth in shares.お知らせ • May 02Ericsson's Announces Appointment of Nomination Committee for Annual General MeetingEricsson's Nomination Committee for the Annual General Meeting 2026 has been appointed in accordance with the Instruction for the Nomination Committee resolved by the Annual General Meeting 2012, the company said. The Nomination Committee consists of: Johan Forssell, Investor AB; Helena Stjernholm, AB Industrivärden; Anders Oscarsson, AMF Tjänstepension AMF Fonder; Christer Gardell, Cevian Capital; and Jan Carlson, the chair of the board of directors.Reported Earnings • Apr 15First quarter 2025 earnings released: EPS: kr1.25 (vs kr0.77 in 1Q 2024)First quarter 2025 results: EPS: kr1.25 (up from kr0.77 in 1Q 2024). Revenue: kr55.0b (up 3.2% from 1Q 2024). Net income: kr4.15b (up 62% from 1Q 2024). Profit margin: 7.5% (up from 4.8% in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Apr 15Ericsson Appoints Ludvig Landgren as the New Head of Australia and New Zealand, Effective 1 May, 2025Ericsson announced the appointment of Ludvig Landgren as the new Head of Australia and New Zealand, effective from 1 May, 2025. Ludvig brings to the role more than 25 years of experience in executive roles in sales and delivery across Europe and Asia-Pacific. For the past five years he has led Ericsson's Cloud, Software and Services, and Enterprise unit for South East Asia, Oceania and India, which has seen him work extensively with service providers in Australia and New Zealand on driving digital transformation, automation and 5G monetization. Currently based in Singapore, Ludvig will relocate to Sydney to take on this new role. Ludvig succeeds Emilio Romeo, who after nine years, has taken up a regional role as Executive Strategic Advisor focused on driving growth and transformation with Ericsson's key customers in South East Asia.お知らせ • Aug 17Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion.Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion on August 16, 2024. Ericsson's cash benefit from the transaction, after the settlement of anticipated taxes, transaction expenses, and other liabilities, is expected to be approximately $1 billion. For the year 2023, iconectiv's net income was $100 million. Under the agreement, iconectiv will become a wholly-owned independent subsidiary of KED and will continue to be managed by iconectiv's leadership team based in Bridgewater, New Jersey. The transaction is subject to approval by regulatory approval and customary closing conditions. The transaction is expected to complete during the first half of calendar 2025. Rothschild & Co and Citi acted as financial advisors to Koch Equity Development, and Jones Day acted as legal advisor to Koch Equity Development. Jefferies LLC and Goldman Sachs & Co. LLC acted as financial advisors to Telcordia Technologies, and Latham & Watkins LLP acted as legal advisor to Telcordia Technologies.業績と収益の成長予測BIT:1ERICB - アナリストの将来予測と過去の財務データ ( )SEK 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12/31/2028234,72122,08825,41231,0911612/31/2027230,84021,37424,55429,7351912/31/2026226,96718,59123,54927,851193/31/2026230,98825,16732,26935,999N/A12/31/2025236,68128,42829,18632,954N/A9/30/2025240,30924,64430,61133,960N/A6/30/2025245,86417,30937,04240,418N/A3/31/2025249,5801,61041,68845,544N/A12/31/2024247,8802042,62146,261N/A9/30/2024246,848-1,36539,39643,230N/A6/30/2024249,527-35,84925,90330,235N/A3/31/2024254,123-25,40313,40318,077N/A12/31/2023263,351-26,4461,7077,177N/A9/30/2023277,450-23,7746,21912,590N/A6/30/2023281,01712,1109,25215,839N/A3/31/2023279,03817,30018,43525,008N/A12/31/2022271,54618,72424,66630,863N/A9/30/2022256,89822,73421,23726,164N/A6/30/2022245,12123,27231,59836,237N/A3/31/2022237,59722,44731,33235,890N/A12/31/2021232,31422,69434,44039,065N/A9/30/2021230,57220,14032,96137,772N/A6/30/2021231,78119,74123,61628,327N/A3/31/2021232,41818,51422,86027,836N/A12/31/2020232,39017,48323,62328,933N/A9/30/2020229,17314,3919,76015,526N/A6/30/2020228,8282,80911,05617,236N/A3/31/2020228,0602,0629,22415,410N/A12/31/2019227,2162,223N/A16,873N/A9/30/2019224,652-8,760N/A20,664N/A6/30/2019221,335214N/A15,715N/A3/31/2019216,333-3,376N/A13,534N/A12/31/2018210,838-6,530N/A9,342N/A9/30/2018204,910-18,453N/A16,214N/A6/30/2018200,513-24,759N/A14,156N/A3/31/2018200,986-23,345N/A12,715N/A12/31/2017205,378-32,576N/A9,601N/A9/30/2017212,712-15,704N/A17,854N/A6/30/2017214,375-12,376N/A15,555N/A3/31/2017218,202-10,318N/A14,841N/A12/31/2016220,316833N/A14,010N/A9/30/2016230,96110,376N/A16,457N/A6/30/2016239,04613,689N/A20,334N/A3/31/2016245,60914,196N/A24,125N/A12/31/2015246,92013,549N/A20,597N/A9/30/2015241,33810,716N/A7,334N/A6/30/2015239,82010,282N/A4,424N/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: 1ERICBの収益は今後 3 年間で減少すると予測されています (年間-2.6% )。収益対市場: 1ERICBの収益は今後 3 年間で減少すると予測されています (年間-2.6% )。高成長収益: 1ERICBの収益は今後 3 年間で減少すると予測されています。収益対市場: 1ERICBの収益 ( 0.3% ) 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: 1ERICBの収益 ( 0.3% ) 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: 1ERICB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 ( 19.8 %)。成長企業の発掘7D1Y7D1Y7D1YTech 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2026/05/21 03:35終値2026/05/21 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Telefonaktiebolaget LM Ericsson (publ) 19 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。51 アナリスト機関null nullABG Sundal CollierRichard KramerArete Research Services LLPJohn EadeArgus Research Company48 その他のアナリストを表示
お知らせ • Apr 29Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) commences an Equity Buyback for its own shares, representing 10% for, under the authorization approved on March 31, 2026.Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) commences share repurchases on April 23, 2026, under the program mandated by the Annual General Meeting held on March 31, 2026. As per the mandate, the company is authorized to repurchase up to its own shares, representing 10% of its issued share capital. The purchases are to be made in accordance with the price limitations set out in Nasdaq Nordic Main Market Rulebook for Issuers of Shares, which states that shares may not be purchased at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the trading venue where the purchase is carried out. Purchases of shares may not be made at a price lower than the lowest price at which an independent purchase can be made. The share repurchase program is valid until the company’s Annual General Meeting in 2027. As of February 27, 2024, the company had 3,371,351,735 issued shares comprising of 261,755,983 shares of series A and 3,109,595,752 shares of series B and had 38,002,276 shares of series B in treasury. On April 16, 2026, the company announces a Share repurchase Program. Under the program, the company will repurchase up to SEK 15,000 million worth of its Class B shares. The program will commence from April 23, 2026 and valid till end on March 31, 2027, at the latest.
New Risk • Apr 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% 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 Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Apr 19First quarter 2026 earnings released: EPS: kr0.27 (vs kr1.25 in 1Q 2025)First quarter 2026 results: EPS: kr0.27 (down from kr1.25 in 1Q 2025). Revenue: kr49.3b (down 10% from 1Q 2025). Net income: kr888.0m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 7.5% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 15Dividend of kr1.50 announcedShareholders will receive a dividend of kr1.50. Ex-date: 28th September 2026 Payment date: 2nd October 2026 Dividend yield will be 16%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 31+ 1 more updateTelefonaktiebolaget LM Ericsson (Publ) Appoints Andreas Larsson as Deputy Representatives on the Board of DirectorsTelefonaktiebolaget LM Ericsson at its Annual General Meeting held on March 31, 2026 appointed Andreas Larsson as deputy representatives on the board of directors.
お知らせ • Feb 26Ericsson Demonstrates Breakthrough Drone Detection Proof of Concept At Texas HeadquartersEricsson announced a successful live proof of concept of its ISAC (Integrated Sensing and Communication) technology at the company's U.S. Headquarters in Plano, Texas, signaling a major step forward in the evolution of networks that both connect and sense the world around them. The live proof of concept centered on drone detection using Ericsson's massive-MIMO radios, showcasing the network's ability to track unmanned aerial vehicles (UAVs) within surrounding airspace. This proof of concept demonstrates that the US is a global leader in ISAC technology which enhances national security, optimizes spectrum use, and drives economic growth. ISAC is an innovative technology that enables use cases across commercial, public safety and defense scenarios, enabling faster adoption of new emerging technologies like autonomous systems and drone delivery in commercial settings. From a defense scenario, itaugments national security and provides an additional layer of safety. ISAC integrates sensing and spatial location of passive (not connected) objects into the mobile communication network - extending network functionality beyond connectivity by enabling the detection and characterization of objects and movement using existing infrastructure. The capability is progressing in 3GPP with initial studies in Release 19 and is expected to form part of early 6G standardization, showing the foundation for broad, scalable sensing applications. Safer, smarter infrastructure: Network-based sensing can support use cases by augmenting local sensors with wide-area network awareness. Efficient path to scale: ISAC is designed to reuse existing mobile network sites, spectrum, and hardware, enabling pragmatic introduction and coverage at scale. Road to 6G: 3GPP studies have begun, with ISAC poised to become a foundational capability in the 6G era. The proof of concept underscores Ericsson's commitment to advancing 6G-era capabilities and collaborating with the broader ecosystem to validate real-world scenarios and deployment approaches across sites, spectrum, and hardware integration levels. Ericsson has invested more than $150 million in the factory and is the only manufacturer making telecom equipment at scale in the US. The highly automated, 300,000-square-foot facility supports more than 550 US manufacturing jobs and strengthens secure, resilient domestic supply chains. As 6G technology matures, Ericsson plans to build-on this US-based manufacturing foundation to support future deployments.
お知らせ • Feb 16Ericsson, Leonardo and Italian Navy Trial 5G Standalone On-Sea CapabilitiesEricsson and the Italian Navy have conducted a maritime connectivity test using an Ericsson 5G Standalone system. The trial was successfully completed, enabling connectivity between naval units engaged in a day and night training scenario on the open sea. A completely self-contained end-to-end Ericsson 5G SA network - comprising Ericsson Ultra Compact Core and Ericsson Massive MIMO Radio Access Network products and solutions - was installed on board the Italian Navy's amphibious landing ship San Giorgio, which served as the lead unit during a recent experimentation campaign. Ericsson 5G SA customer premises equipment (CPE) was installed on board a second unit of the Italian Navy - the Multi-Purpose Combat Ship Raimondo Montecuccoli. Leonardo and Ericsson collaborated in the EDF 5G COMPAD project and demonstrated its outcomes during the Italian Navy's Operational Experimentation (OPEX) 2-25 in the Gulf of Taranto. Using Ericsson's 5G Standalone connectivity and Leonardo's NINE encryption solution, the trial enabled the secure, real-time exchange of classified and unclassified information between two naval units, including full situational awareness from the Combat Management System and video streams from 12 unmanned systems processed via the AI Brain platform. The OPEX validated the performance, security and resilience of 5G SA for on-board connected systems, while also showing how a unified 5G network can optimize spectrum usage compared to multiple standalone communication systems operating on unlicensed and potentially overlapping, bands with interference risks. This collaboration not only demonstrates the versatility of dual-use 5G in critical operations, but also highlights how enhanced connectivity at sea can significantly strengthen naval communications and operational effectiveness. The same Italian Navy experimentation - officially called the Italian Navy open-sea Operational Experimentation (OP EX Task 2-25), within the framework of the Multi-Domain Operational Experimentation Committee - included several other ecosystem partners testing at sea capabilities. Ericsson also collaborated with the Italian Navy as part of 2024 NATO trials, when an end-to-end 5G SA network was installed in the Italian Naval base at Taranto.
お知らせ • Jan 28Telefonaktiebolaget LM Ericsson (publ), Annual General Meeting, Mar 31, 2026Telefonaktiebolaget LM Ericsson (publ), Annual General Meeting, Mar 31, 2026.
お知らせ • Jan 23Telefonaktiebolaget LM Ericsson (Publ) Proposes Dividend for 2025 in Two Installments, Payable on April 9, 2026, and on October 2, 2026Telefonaktiebolaget LM Ericsson (publ) announced the Board of Directors will propose to the Annual General Meeting (AGM) an ordinary dividend to shareholders of SEK 3.00 (2.85) per share for the financial year 2025. The dividend is proposed to be paid in two installments, SEK 1.50 per share with the record date April 2, 2026, and SEK 1.50 per share with the record date September 29, 2026. Should the Annual General Meeting decide in favor of the proposals, the payment of the dividend is expected to be made on April 9, 2026, and on October 2, 2026. The proposed dividend takes into consideration 2025 earnings, the balance sheet, future business plans, and expected economic developments.
お知らせ • Jan 15Ericsson Proposes Headcount Reduction in SwedenEricsson announced proposed staff reductions in Sweden as part of measures aimed at ensuring the Company's competitive position. The proposed staff reduction is part of global initiatives to improve cost position while maintaining investments critical to Ericsson's technology leadership and the execution of the strategy to deliver high-performing, programmable networks that enable differentiated services and new monetization opportunities. Initiatives to increase operational efficiency will continue across the Group but will not be announced separately. Ericsson has submitted a notice to the Swedish Public Employment Service. Approximately 1.600 positions could be impacted in Sweden. The Company has initiated negotiations with the relevant Swedish trade unions.
お知らせ • Dec 03Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. acquired an unknown minority stake in LotusFlare, Inc.Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. acquired an unknown minority stake in LotusFlare, Inc. on December 3, 2025. Bennett Yee of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for LotusFlare, Inc. Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) and Kickstart Ventures Inc. completed the acquisition of an unknown minority stake in LotusFlare, Inc. on December 3, 2025.
お知らせ • Nov 12Ericsson Announces Moti Gyamlani to Step Down as Senior Vice President and Head of Group Function Global Operations as of January 12, 2026Ericsson on November 11, 2025 announced that Moti Gyamlani will step down from his role as Senior Vice President and Head of Group Function Global Operations as of January 12, 2026, and remain at Ericsson for a transition period. Moti Gyamlani has been with the company since 2019 and has served on Ericsson’s Executive Team since 2022. A transition plan is underway where the Group structure is simplified and where functions are moved closer to the business.
Reported Earnings • Oct 14Second quarter 2025 earnings released: EPS: kr1.37 (vs kr3.34 loss in 2Q 2024)Second quarter 2025 results: EPS: kr1.37 (up from kr3.34 loss in 2Q 2024). Revenue: kr56.1b (down 6.2% from 2Q 2024). Net income: kr4.57b (up kr15.7b from 2Q 2024). Profit margin: 8.1% (up from net loss in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.35, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.98 per share.
お知らせ • Oct 03+ 3 more updatesTelefonaktiebolaget LM Ericsson (publ) to Report Q4, 2025 Results on Jan 23, 2026Telefonaktiebolaget LM Ericsson (publ) announced that they will report Q4, 2025 results at 7:00 AM, Central European Standard Time on Jan 23, 2026
Upcoming Dividend • Sep 19Upcoming dividend of kr1.42 per shareEligible shareholders must have bought the stock before 26 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.0%). In line with average of industry peers (3.5%).
お知らせ • Aug 28Ericsson Announces Stella Medlicott Will Step Down from Her Role as Senior Vice President, Chief Marketing and Communications Officer and Head of Corporate Relations, Effective March 31, 2026Ericsson announced that Stella Medlicott will step down from her role as Senior Vice President, Chief Marketing and Communications Officer and Head of Corporate Relations and will leave Ericsson on March 31, 2026. Stella Medlicott has been with the company since 2014 and has served on Ericsson's Executive Team since 2019. A transition plan is underway.
お知らせ • Aug 22Koch Equity Development, LLC completed the acquisition of Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B).Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion on August 16, 2024. Ericsson's cash benefit from the transaction, after the settlement of anticipated taxes, transaction expenses, and other liabilities, is expected to be approximately $1 billion. For the year 2023, iconectiv's net income was $100 million. Under the agreement, iconectiv will become a wholly-owned independent subsidiary of KED and will continue to be managed by iconectiv's leadership team based in Bridgewater, New Jersey. The transaction is subject to approval by regulatory approval and customary closing conditions. The transaction is expected to complete during the first half of calendar 2025. Rothschild & Co and Citi acted as financial advisors to Koch Equity Development, and Daniel J.Michaels of Jones Day acted as legal advisor to Koch Equity Development. Jefferies LLC and Goldman Sachs & Co. LLC acted as financial advisors to Telcordia Technologies, and J.Ryan McCarthy, Elizabeth Slawsby, Andrea Ramezan-Jackson, David Della Rocca, Laura Szarmach, Bryce Williamson, Sarah Gagan, Gail Crawford, Clayton Northouse and Matthew Brill of Latham & Watkins LLP acted as legal advisor to Telcordia Technologies. Sean Z. Kramer, P.C. and John Mason Wilkes of Kirkland & Ellis LLP acted as legal advisor to Telefonaktiebolaget LM Ericsson. Koch Equity Development, LLC completed the acquisition of Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) on August 22 ,2025.
お知らせ • Aug 01Telefonaktiebolaget LM Ericsson (publ) Reportedly in Talks to Invest Hundreds of Millions of Dollars in Intel Corporation's Networking UnitThe Swedish telecom equipment maker Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) is in talks to invest hundreds of millions of dollars in Intel Corporation (NasdaqGS:INTC)'s networking infrastructure business, according to people familiar with the matter. The investment would make Ericsson a minority stakeholder in the newly spun-off networking and edge business known as NEX that has long supplied chips to Ericsson for its radio access network hardware, the people said, asking not to be identified because the talks are private. Intel has held talks with other potential investors to join Ericsson in taking a stake in the business, which manufactures chips for use in computer and telecommunications networks, the people said. An arrangement has not yet been finalized, they said, and it’s possible a deal won’t materialize. Ericsson is a longtime customer of Intel, which has in recent years struggled to keep pace with rivals such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. Former Chief Executive Officer Pat Gelsinger was pushed out of the firm last year after his costly plan to turn the company into a maker of chips for other businesses failed to deliver results fast enough for its board. Intel has since been slashing costs and looking to sell off noncore businesses to bolster its finances. And last week, the company said it will spin off its network and infrastructure division into a standalone company. In April, the chipmaker agreed to sell a 51% stake in its programmable chips unit Altera to Silver Lake Management. Intel said in a statement that it has “begun the process of identifying strategic investors.” Similar to the Altera arrangement, Intel said it plans to remain an anchor investor in the networking spinoff, “enabling us to benefit from future upside.” Ericsson declined to provide a statement, saying it doesn’t comment “on the business of its partners” or rumors and speculation. Intel had been exploring options for the enterprise networking division for months, Bloomberg previously reported. NEX chief Sachin Katti wrote in an memo first reported by CRN that the separate company would focus on chips for communications, networking and Ethernet connectivity. Intel would retain a stake in the company. Many of Ericsson’s hardware products rely on chips designed by Intel for its mobile network equipment. The companies formed an even tighter relationship early last year when Ericsson announced its future infrastructure would be built on Intel’s Xeon Next-Gen processors for greater speed and energy efficiency.
Recent Insider Transactions • May 05Deputy Chairman recently bought €21m worth of stockOn the 29th of April, Jacob Wallenberg bought around 3m shares on-market at roughly €7.28 per share. This transaction increased Jacob's direct individual holding by 7x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jacob has been a buyer over the last 12 months, purchasing a net total of €88m worth in shares.
お知らせ • May 02Ericsson's Announces Appointment of Nomination Committee for Annual General MeetingEricsson's Nomination Committee for the Annual General Meeting 2026 has been appointed in accordance with the Instruction for the Nomination Committee resolved by the Annual General Meeting 2012, the company said. The Nomination Committee consists of: Johan Forssell, Investor AB; Helena Stjernholm, AB Industrivärden; Anders Oscarsson, AMF Tjänstepension AMF Fonder; Christer Gardell, Cevian Capital; and Jan Carlson, the chair of the board of directors.
Reported Earnings • Apr 15First quarter 2025 earnings released: EPS: kr1.25 (vs kr0.77 in 1Q 2024)First quarter 2025 results: EPS: kr1.25 (up from kr0.77 in 1Q 2024). Revenue: kr55.0b (up 3.2% from 1Q 2024). Net income: kr4.15b (up 62% from 1Q 2024). Profit margin: 7.5% (up from 4.8% in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 15Ericsson Appoints Ludvig Landgren as the New Head of Australia and New Zealand, Effective 1 May, 2025Ericsson announced the appointment of Ludvig Landgren as the new Head of Australia and New Zealand, effective from 1 May, 2025. Ludvig brings to the role more than 25 years of experience in executive roles in sales and delivery across Europe and Asia-Pacific. For the past five years he has led Ericsson's Cloud, Software and Services, and Enterprise unit for South East Asia, Oceania and India, which has seen him work extensively with service providers in Australia and New Zealand on driving digital transformation, automation and 5G monetization. Currently based in Singapore, Ludvig will relocate to Sydney to take on this new role. Ludvig succeeds Emilio Romeo, who after nine years, has taken up a regional role as Executive Strategic Advisor focused on driving growth and transformation with Ericsson's key customers in South East Asia.
お知らせ • Aug 17Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion.Koch Equity Development, LLC entered into an agreement to acquire Telcordia Technologies, Inc. from Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) for approximately $1 billion on August 16, 2024. Ericsson's cash benefit from the transaction, after the settlement of anticipated taxes, transaction expenses, and other liabilities, is expected to be approximately $1 billion. For the year 2023, iconectiv's net income was $100 million. Under the agreement, iconectiv will become a wholly-owned independent subsidiary of KED and will continue to be managed by iconectiv's leadership team based in Bridgewater, New Jersey. The transaction is subject to approval by regulatory approval and customary closing conditions. The transaction is expected to complete during the first half of calendar 2025. Rothschild & Co and Citi acted as financial advisors to Koch Equity Development, and Jones Day acted as legal advisor to Koch Equity Development. Jefferies LLC and Goldman Sachs & Co. LLC acted as financial advisors to Telcordia Technologies, and Latham & Watkins LLP acted as legal advisor to Telcordia Technologies.