Odfjell 過去の業績
過去 基準チェック /26
Odfjellは、平均年間35.3%の収益成長を遂げていますが、 Shipping業界の収益は、年間 成長しています。収益は、平均年間24.6% 2.5%収益成長率で 成長しています。 Odfjellの自己資本利益率は15.6%であり、純利益率は13.9%です。
主要情報
35.33%
収益成長率
35.32%
EPS成長率
| Shipping 業界の成長 | 48.58% |
| 収益成長率 | 2.50% |
| 株主資本利益率 | 15.55% |
| ネット・マージン | 13.85% |
| 次回の業績アップデート | 20 Aug 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 25
ODF: Higher Required Returns Will Likely Limit Upside Despite Fleet Renewal
Analysts have raised their Odfjell price target to NOK 130, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E following recent research. What’s in the News for Odfjell Odfjell SE has scheduled an Analyst and Investor Day, giving the market an opportunity to hear directly from management about the company and its plans.ナラティブの更新 • Jun 10
ODF: Fleet Renewal And Higher Required Returns Will Likely Restrain Future P/E Multiple
Analysts have raised their price target on Odfjell to NOK 130. They frame the higher fair value around updated views on revenue growth, profit margins, discount rate and future P/E assumptions.
ナラティブの更新 • May 27
ODF: Hold Downgrade And Fleet Renewal Will Shape Future Return Potential
Analysts have reduced their price target on Odfjell to NOK 114, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Hold. Analyst Commentary Analysts have shifted to a Hold view at a NOK 114 price target, which signals more balanced expectations around Odfjell’s risk and reward at current levels.分析記事 • May 14
Newsflash: Odfjell SE (OB:ODF) Analysts Have Been Trimming Their Revenue Forecasts
The analysts covering Odfjell SE ( OB:ODF ) delivered a dose of negativity to shareholders today, by making a...ナラティブの更新 • Apr 28
ODF: Hold Downgrades Will Set Up Future Re Rating Opportunity
Analysts have trimmed their stance on Odfjell, with recent downgrades contributing to a more cautious view that keeps the fair value assessment steady at NOK 128.74, while Street targets such as NOK 114 indicate reduced optimism compared with earlier expectations. Analyst Commentary Bullish Takeaways Bullish analysts still see upside versus recent Street targets, with the fair value estimate of NOK 128.74 sitting above the NOK 114 reference point, suggesting room for re rating if execution aligns with expectations.ナラティブの更新 • Apr 12
ODF: Softer Fair Value And Hold Downgrades Will Shape A More Cautious Outlook
The analyst price target for Odfjell has been reset lower to NOK 114, with analysts pointing to slightly softer fair value estimates and modest tweaks to revenue growth, profit margin and forward P/E assumptions as key reasons for the adjustment. Analyst Commentary Recent research updates on Odfjell have shifted to a more neutral stance, with the latest moves pointing to a Hold view around the NOK 114 price target.
ナラティブの更新 • Mar 29
ODF: Revised Assumptions And Dividend Outlook Will Support Future Upside Potential
The analyst price target for Odfjell has been revised to NOK 114 from NOK 154, as analysts factor in slightly higher discount rates, somewhat softer revenue growth and profit margin assumptions, and a modestly lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance around Odfjell, with the consensus price target now aligned at NOK 114 and ratings moving to Hold.ナラティブの更新 • Mar 15
ODF: Higher Future P/E Assumptions Will Support A More Constructive Outlook
The analyst price target for Odfjell has been reduced from about NOK 141 to around NOK 134, as analysts factor in lower revenue growth assumptions, slimmer profit margin expectations, a slightly higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent research updates reflect a more cautious stance on Odfjell, with multiple analysts moving to neutral ratings and setting price targets around or below the current consensus level.ナラティブの更新 • Mar 01
ODF: Execution Risks And Margin Pressure Will Likely Restrain Future P/E Multiple
We trim our Odfjell fair value estimate to NOK 104 from NOK 118, reflecting analysts' more cautious assumptions on growth, margins and a higher future P/E multiple following recent downgrades and price targets such as NOK 114. Analyst Commentary Recent Street commentary points to a more cautious stance on Odfjell, with several bearish analysts revisiting their ratings and price assumptions.ナラティブの更新 • Feb 15
ODF: Joint Venture Expansion Will Support Earnings Quality And Future Upside Potential
Analysts have trimmed their Odfjell price target from NOK 167.78 to NOK 154.40, citing slightly lower assumptions for revenue growth and profit margins alongside a higher future P/E multiple. Analyst Commentary Even with the trimmed price target to NOK 154.40, some bullish analysts still highlight potential upside if Odfjell executes well on its current plans.分析記事 • Feb 15
Odfjell SE (OB:ODF) Just Reported Earnings, And Analysts Cut Their Target Price
Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 7.6% to kr122 in...ナラティブの更新 • Feb 01
ODF: Joint Venture And Fleet Expansion Will Shape A Balanced Outlook
Analysts have reduced their price target on Odfjell to reflect an updated fair value estimate of $140.57, down from $151.02, as they factor in slightly different assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Odfjell SE and Nissen Kaiun Co. Ltd.ナラティブの更新 • Jan 18
ODF: Future Fleet Expansion Will Likely Not Justify Current P/E Multiple
Analysts have trimmed their price target on Odfjell to about NOK 118 from roughly NOK 124. This reflects updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple.分析記事 • Nov 09
Revenue Beat: Odfjell SE Beat Analyst Estimates By 29%
A week ago, Odfjell SE ( OB:ODF ) came out with a strong set of third-quarter numbers that could potentially lead to a...分析記事 • Oct 30
Investors Will Want Odfjell's (OB:ODF) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Jul 04
Here's Why We Think Odfjell (OB:ODF) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 07
Improved Earnings Required Before Odfjell SE (OB:ODF) Stock's 30% Jump Looks Justified
Odfjell SE ( OB:ODF ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last month...分析記事 • May 01
It Looks Like Shareholders Would Probably Approve Odfjell SE's (OB:ODF) CEO Compensation Package
Key Insights Odfjell's Annual General Meeting to take place on 7th of May Total pay for CEO Harald Fotland includes...分析記事 • Mar 20
These 4 Measures Indicate That Odfjell (OB:ODF) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
新しいナラティブ • Feb 09
Fleet Renewal And Terminal Expansion Projects In Antwerp And Korea Will Offer Opportunities Amidst Rising Competition
Fleet expansion and vessel renewal could boost revenue and operational efficiency, while efficiency efforts enhance margins amid rising fuel costs.分析記事 • Jan 14
Is Now The Time To Put Odfjell (OB:ODF) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Dec 25
The Trend Of High Returns At Odfjell (OB:ODF) Has Us Very Interested
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 13
Why Investors Shouldn't Be Surprised By Odfjell SE's (OB:ODF) 25% Share Price Plunge
To the annoyance of some shareholders, Odfjell SE ( OB:ODF ) shares are down a considerable 25% in the last month...分析記事 • Nov 08
Earnings Miss: Odfjell SE Missed EPS By 11% And Analysts Are Revising Their Forecasts
Odfjell SE ( OB:ODF ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...分析記事 • Oct 17
Odfjell (OB:ODF) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 27
The Market Doesn't Like What It Sees From Odfjell SE's (OB:ODF) Earnings Yet
When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 12x, you may consider...分析記事 • Jul 31
If EPS Growth Is Important To You, Odfjell (OB:ODF) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jun 28
Is Odfjell (OB:ODF) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 20
Odfjell SE's (OB:ODF) Price Is Right But Growth Is Lacking After Shares Rocket 29%
Odfjell SE ( OB:ODF ) shareholders have had their patience rewarded with a 29% share price jump in the last month. The...分析記事 • Apr 13
Odfjell (OB:ODF) Is Doing The Right Things To Multiply Its Share Price
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Mar 28
Is Now The Time To Put Odfjell (OB:ODF) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Feb 12
Odfjell SE (OB:ODF) Released Earnings Last Week And Analysts Lifted Their Price Target To kr160
Odfjell SE ( OB:ODF ) shareholders are probably feeling a little disappointed, since its shares fell 5.8% to kr138 in...分析記事 • Feb 02
Odfjell SE (OB:ODF) Surges 27% Yet Its Low P/E Is No Reason For Excitement
The Odfjell SE ( OB:ODF ) share price has done very well over the last month, posting an excellent gain of 27%. The...分析記事 • Jan 19
We Think Odfjell (OB:ODF) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Dec 21
Returns Are Gaining Momentum At Odfjell (OB:ODF)
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Oct 07
Does Odfjell (OB:ODF) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Aug 25
We Think Odfjell (OB:ODF) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...収支内訳
収支内訳
Odfjell 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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,105 | 153 | 84 | 0 |
| 31 Dec 25 | 1,115 | 155 | 85 | 0 |
| 30 Sep 25 | 1,141 | 168 | 82 | 0 |
| 30 Jun 25 | 1,171 | 196 | 80 | 0 |
| 31 Mar 25 | 1,220 | 244 | 76 | 0 |
| 31 Dec 24 | 1,249 | 278 | 74 | 0 |
| 30 Sep 24 | 1,249 | 279 | 73 | 0 |
| 30 Jun 24 | 1,227 | 260 | 72 | 0 |
| 31 Mar 24 | 1,197 | 224 | 71 | 0 |
| 31 Dec 23 | 1,194 | 203 | 70 | 0 |
| 30 Sep 23 | 1,216 | 202 | 71 | 0 |
| 30 Jun 23 | 1,272 | 200 | 70 | 0 |
| 31 Mar 23 | 1,320 | 177 | 74 | 0 |
| 31 Dec 22 | 1,310 | 142 | 74 | 0 |
| 30 Sep 22 | 1,275 | 107 | 66 | 0 |
| 30 Jun 22 | 1,182 | 31 | 66 | 0 |
| 31 Mar 22 | 1,087 | -7 | 60 | 0 |
| 31 Dec 21 | 1,038 | -33 | 59 | 0 |
| 30 Sep 21 | 989 | -51 | 62 | 0 |
| 30 Jun 21 | 960 | -22 | 60 | 0 |
| 31 Mar 21 | 942 | 17 | 60 | 0 |
| 31 Dec 20 | 939 | 28 | 59 | 0 |
| 30 Sep 20 | 922 | 20 | 61 | 0 |
| 30 Jun 20 | 906 | 15 | 62 | 0 |
| 31 Mar 20 | 894 | -26 | 65 | 0 |
| 31 Dec 19 | 872 | -37 | 68 | 0 |
| 30 Sep 19 | 877 | -74 | 69 | 0 |
| 30 Jun 19 | 872 | -104 | 69 | 0 |
| 31 Mar 19 | 858 | -214 | 70 | 0 |
| 31 Dec 18 | 851 | -211 | 70 | 0 |
| 30 Sep 18 | 843 | -59 | 68 | 0 |
| 30 Jun 18 | 841 | -38 | 69 | 0 |
| 31 Mar 18 | 841 | 77 | 69 | 0 |
| 31 Dec 17 | 843 | 91 | 68 | 0 |
| 30 Sep 17 | 833 | 30 | 70 | 0 |
| 30 Jun 17 | 830 | 57 | 70 | 0 |
| 31 Mar 17 | 826 | 78 | 72 | 0 |
| 31 Dec 16 | 825 | 100 | 71 | 0 |
| 30 Sep 16 | 837 | 39 | 73 | 0 |
| 30 Jun 16 | 875 | 29 | 74 | 0 |
| 31 Mar 16 | 914 | 20 | 78 | 0 |
| 31 Dec 15 | 929 | -36 | 82 | 0 |
| 30 Sep 15 | 959 | -36 | 80 | 0 |
| 30 Jun 15 | 983 | -52 | 87 | 0 |
質の高い収益: ODFは 高品質の収益 を持っています。
利益率の向上: ODFの現在の純利益率 (13.9%)は、昨年(20%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ODFの収益は過去 5 年間で年間35.3%増加しました。
成長の加速: ODFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: ODFは過去 1 年間で収益成長率がマイナス ( -37.4% ) となったため、 Shipping業界平均 ( -12.7% ) と比較することが困難です。
株主資本利益率
高いROE: ODFの 自己資本利益率 ( 15.6% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/28 03:39 |
| 終値 | 2026/06/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Odfjell SE 5 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。8
| アナリスト | 機関 |
|---|---|
| Lars Kalbakken | Carnegie Investment Bank AB |
| Anders-Redigh Karlsen | Danske Bank |
| Jostein Aschjem | DNB Carnegie |