View Future GrowthAction 過去の業績この会社の最新の決算報告書はまだ処理中です過去 基準チェック /26Actionの収益は年間平均-36%の割合で減少していますが、 Electronic業界の収益は年間 減少しています。収益は年間4.2% 5.7%割合で 増加しています。 Actionの自己資本利益率は10.5%であり、純利益率は1.5%です。主要情報-36.01%収益成長率-35.89%EPS成長率Electronic 業界の成長23.85%収益成長率5.67%株主資本利益率10.54%ネット・マージン1.45%次回の業績アップデート29 May 2026最近の業績更新お知らせ • Mar 12+ 3 more updatesAction S.A. to Report Fiscal Year 2025 Results on Apr 28, 2026Action S.A. announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 28, 2026分析記事 • Dec 06Action's (WSE:ACT) Profits Appear To Have Quality IssuesAction S.A.'s ( WSE:ACT ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Dec 01Third quarter 2025 earnings released: EPS: zł0.58 (vs zł0.37 in 3Q 2024)Third quarter 2025 results: EPS: zł0.58 (up from zł0.37 in 3Q 2024). Revenue: zł744.7m (up 19% from 3Q 2024). Net income: zł8.99m (up 46% from 3Q 2024). Profit margin: 1.2% (up from 1.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • Oct 05Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł713.1m (up 35% from 2Q 2024). Net income: zł10.9m (up 124% from 2Q 2024). Profit margin: 1.5% (up from 0.9% in 2Q 2024).Reported Earnings • May 30First quarter 2025 earnings released: EPS: zł0.47 (vs zł0.85 in 1Q 2024)First quarter 2025 results: EPS: zł0.47 (down from zł0.85 in 1Q 2024). Revenue: zł663.6m (up 7.8% from 1Q 2024). Net income: zł7.71m (down 52% from 1Q 2024). Profit margin: 1.2% (down from 2.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Feb 08+ 3 more updatesAction S.A. to Report Q3, 2025 Results on Nov 28, 2025Action S.A. announced that they will report Q3, 2025 results on Nov 28, 2025すべての更新を表示Recent updatesお知らせ • May 22Action S.A., Annual General Meeting, Jun 18, 2026Action S.A., Annual General Meeting, Jun 18, 2026, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł34.00, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 10x in the Electronic industry in Poland. Total returns to shareholders of 86% over the past three years.お知らせ • Mar 12+ 3 more updatesAction S.A. to Report Fiscal Year 2025 Results on Apr 28, 2026Action S.A. announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 28, 2026分析記事 • Dec 06Action's (WSE:ACT) Profits Appear To Have Quality IssuesAction S.A.'s ( WSE:ACT ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Dec 01Third quarter 2025 earnings released: EPS: zł0.58 (vs zł0.37 in 3Q 2024)Third quarter 2025 results: EPS: zł0.58 (up from zł0.37 in 3Q 2024). Revenue: zł744.7m (up 19% from 3Q 2024). Net income: zł8.99m (up 46% from 3Q 2024). Profit margin: 1.2% (up from 1.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • Oct 05Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł713.1m (up 35% from 2Q 2024). Net income: zł10.9m (up 124% from 2Q 2024). Profit margin: 1.5% (up from 0.9% in 2Q 2024).Reported Earnings • May 30First quarter 2025 earnings released: EPS: zł0.47 (vs zł0.85 in 1Q 2024)First quarter 2025 results: EPS: zł0.47 (down from zł0.85 in 1Q 2024). Revenue: zł663.6m (up 7.8% from 1Q 2024). Net income: zł7.71m (down 52% from 1Q 2024). Profit margin: 1.2% (down from 2.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 22Action S.A., Annual General Meeting, Jun 17, 2025Action S.A., Annual General Meeting, Jun 17, 2025.New Risk • May 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł289.5m market cap, or US$75.5m).お知らせ • Feb 08+ 3 more updatesAction S.A. to Report Q3, 2025 Results on Nov 28, 2025Action S.A. announced that they will report Q3, 2025 results on Nov 28, 2025New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł272.9m market cap, or US$67.2m).Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: zł0.37 (vs zł0.43 in 3Q 2023)Third quarter 2024 results: EPS: zł0.37 (down from zł0.43 in 3Q 2023). Revenue: zł627.5m (down 2.1% from 3Q 2023). Net income: zł6.17m (down 24% from 3Q 2023). Profit margin: 1.0% (down from 1.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Oct 05Action's (WSE:ACT) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Action S.A. ( WSE:ACT ) last week didn't sink the stock price. However, we...New Risk • Oct 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł283.8m market cap, or US$73.1m).Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: zł0.26 (vs zł0.26 in 2Q 2023)Second quarter 2024 results: EPS: zł0.26. Revenue: zł530.3m (down 5.3% from 2Q 2023). Net income: zł4.86m (down 6.0% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023).お知らせ • Aug 16Action S.A. Provides Group Earnings Guidance for the Second Quarter and Six Months of 2024Action S.A. provided group earnings guidance for the second quarter and six months of 2024. for the quarter, the company expects revenue of PLN 530.3 million (EUR 123.7 million) and net profit of PLN 1.18 million (EUR 275,000). for the six months, the company expects estimates sales revenue at PLN 1.14 billion (EUR 265.9 million) and net profit at PLN 17.05 million (EUR 4 million).New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł336.5m market cap, or US$83.6m).お知らせ • Jun 06Mariusz Jaworski acquired a 8.03% stake in Action S.A. (WSE:ACT).Mariusz Jaworski acquired a 8.03% stake in Action S.A. (WSE:ACT) on June 4, 2024. Mariusz Jaworski completed the acquisition of a 8.03% stake in Action S.A. (WSE:ACT) on June 4, 2024.お知らせ • May 25Action S.A., Annual General Meeting, Jun 19, 2024Action S.A., Annual General Meeting, Jun 19, 2024.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: zł1.88 (vs zł2.44 in FY 2022)Full year 2023 results: EPS: zł1.88 (down from zł2.44 in FY 2022). Revenue: zł2.51b (up 6.1% from FY 2022). Net income: zł36.8m (down 25% from FY 2022). Profit margin: 1.5% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Jan 20+ 3 more updatesAction S.A. to Report Q3, 2024 Results on Nov 29, 2024Action S.A. announced that they will report Q3, 2024 results on Nov 29, 2024Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł0.43 (vs zł0.61 in 3Q 2022)Third quarter 2023 results: EPS: zł0.43 (down from zł0.61 in 3Q 2022). Revenue: zł641.0m (up 11% from 3Q 2022). Net income: zł8.13m (down 33% from 3Q 2022). Profit margin: 1.3% (down from 2.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.46 (vs zł0.51 in 1Q 2022)First quarter 2023 results: EPS: zł0.46 (down from zł0.51 in 1Q 2022). Revenue: zł586.2m (up 6.4% from 1Q 2022). Net income: zł9.26m (down 9.9% from 1Q 2022). Profit margin: 1.6% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 76% per year, which means it is well ahead of earnings.お知らせ • May 26Action S.A., Annual General Meeting, Jun 21, 2023Action S.A., Annual General Meeting, Jun 21, 2023, at 11:00 Central European Standard Time.Reported Earnings • Apr 26Full year 2022 earnings released: EPS: zł2.44 (vs zł5.03 in FY 2021)Full year 2022 results: EPS: zł2.44 (down from zł5.03 in FY 2021). Revenue: zł2.37b (up 2.6% from FY 2021). Net income: zł49.0m (down 52% from FY 2021). Profit margin: 2.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 20+ 3 more updatesAction S.A. to Report Q3, 2023 Results on Nov 29, 2023Action S.A. announced that they will report Q3, 2023 results on Nov 29, 2023Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł0.001 (vs zł0.52 in 3Q 2021)Third quarter 2022 results: EPS: zł0.001 (down from zł0.52 in 3Q 2021). Revenue: zł577.1k (down 100% from 3Q 2021). Net income: zł12.2k (down 100% from 3Q 2021). Profit margin: 2.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Nov 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł17.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Nov 07Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be zł17.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS: zł0.37 (vs zł2.20 in 2Q 2021)Second quarter 2022 results: EPS: zł0.37 (down from zł2.20 in 2Q 2021). Revenue: zł564.4m (up 5.7% from 2Q 2021). Net income: zł7.48m (down 83% from 2Q 2021). Profit margin: 1.3% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 66% per year and the company’s share price has also increased by 66% per year.お知らせ • May 21Action S.A., Annual General Meeting, Jun 22, 2022Action S.A., Annual General Meeting, Jun 22, 2022, at 10:30 Central European Standard Time.分析記事 • Mar 04With EPS Growth And More, Action (WSE:ACT) Is InterestingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Dec 02Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.52 (up from zł0.40 in 3Q 2020). Revenue: zł541.5m (up 17% from 3Q 2020). Net income: zł10.4m (up 55% from 3Q 2020). Profit margin: 1.9% (up from 1.4% in 3Q 2020). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 783%. Earnings per share (EPS) missed analyst estimates by 783%. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 24Do Action's (WSE:ACT) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł2.20 (vs zł0.19 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł533.9m (up 11% from 2Q 2020). Net income: zł44.0m (up zł40.8m from 2Q 2020). Profit margin: 8.2% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 09Action (WSE:ACT) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Jun 05First quarter 2021 earnings released: EPS zł0.91 (vs zł0.094 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł525.3m (up 12% from 1Q 2020). Net income: zł18.3m (up zł16.7m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 137% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 30Estimating The Intrinsic Value Of Action S.A. (WSE:ACT)Today we will run through one way of estimating the intrinsic value of Action S.A. ( WSE:ACT ) by projecting its future...Reported Earnings • Apr 04Full year 2020 earnings released: EPS zł10.83 (vs zł0.29 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł2.06b (up 26% from FY 2019). Net income: zł185.1m (up zł190.1m from FY 2019). Profit margin: 9.0% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł9.38, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 9x in the Electronic industry in Poland. Total returns to shareholders of 204% over the past three years.分析記事 • Mar 26Does Action (WSE:ACT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł7.44, the stock is trading at a trailing P/E ratio of 8.4x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 128%.Is New 90 Day High Low • Feb 18New 90-day high: zł6.66The company is up 48% from its price of zł4.49 on 20 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.分析記事 • Feb 01Are Action's (WSE:ACT) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...お知らせ • Jan 13+ 2 more updatesAction S.A. to Report Q1, 2021 Results on May 31, 2021Action S.A. announced that they will report Q1, 2021 results on May 31, 2021Is New 90 Day High Low • Jan 07New 90-day high: zł6.40The company is up 61% from its price of zł3.98 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.分析記事 • Dec 28Action S.A.'s (WSE:ACT) Stock Is Going Strong: Is the Market Following Fundamentals?Action's (WSE:ACT) stock is up by a considerable 27% over the past three months. Given the company's impressive...Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.80, the stock is trading at a trailing P/E ratio of 6.5x, up from the previous P/E ratio of 5.7x. This compares to an average P/E of 7x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 86%.Is New 90 Day High Low • Dec 17New 90-day high: zł5.54The company is up 2.0% from its price of zł5.42 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł0.40The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł464.8m (up 14% from 3Q 2019). Net income: zł6.69m (up zł10.8m from 3Q 2019). Profit margin: 1.4% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 17% share price gain to zł5.30, the stock is trading at a trailing P/E ratio of 21.2x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 64%.分析記事 • Nov 24Is Action (WSE:ACT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Oct 29New 90-day low: zł3.89The company is down 21% from its price of zł4.92 on 30 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period.お知らせ • Oct 05+ 1 more updateAction S.A. to Report Q4, 2010 Results on 03/01/2011Action S.A. announced that they will report Q4, 2010 results on 03/01/2011収支内訳Action 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WSE:ACT 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 252,88242201030 Jun 252,76539192031 Mar 252,58233187031 Dec 242,53441186030 Sep 242,49741184030 Jun 242,51043186031 Mar 242,54043183031 Dec 232,51037178030 Sep 232,46242171030 Jun 232,39846166031 Mar 232,40248161031 Dec 222,36749155030 Sep 222,39958151030 Jun 222,36356145031 Mar 222,33393137031 Dec 212,307101131030 Sep 212,250246125030 Jun 212,173243117031 Mar 212,120202110031 Dec 202,062185108030 Sep 201,90915103030 Jun 201,8514106031 Mar 201,754-2110031 Dec 191,639-5111030 Sep 191,560-17125030 Jun 191,560-21133031 Mar 191,566-19141031 Dec 181,604-24150030 Sep 181,683-23150030 Jun 181,684-20150031 Mar 181,656-45158031 Dec 171,700-56162030 Sep 171,807-193178030 Jun 172,065-203191031 Mar 172,510-178205031 Dec 163,165-160228030 Sep 164,142-15247030 Jun 164,6477258031 Mar 164,99912262031 Dec 155,31223254030 Sep 155,36444253030 Jun 155,484532480質の高い収益: ACTは 高品質の収益 を持っています。利益率の向上: ACTの現在の純利益率 (1.5%)は、昨年(1.6%)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: ACTの収益は過去 5 年間で年間36%減少しました。成長の加速: ACTの過去 1 年間の収益成長率 ( 1.6% ) は、5 年間の平均 ( 年間-36%を上回っています。収益対業界: ACTの過去 1 年間の収益成長率 ( 1.6% ) Electronic業界1.6%を上回りませんでした。株主資本利益率高いROE: ACTの 自己資本利益率 ( 10.5% ) 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7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 19:47終値2026/05/22 00:00収益2025/09/30年間収益2024/12/31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Action S.A. 0 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。7 アナリスト機関Piotr GrzybowskiBiuro maklerskie mBankuJakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Marek CzachorErste Group Bank AG4 その他のアナリストを表示
お知らせ • Mar 12+ 3 more updatesAction S.A. to Report Fiscal Year 2025 Results on Apr 28, 2026Action S.A. announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 28, 2026
分析記事 • Dec 06Action's (WSE:ACT) Profits Appear To Have Quality IssuesAction S.A.'s ( WSE:ACT ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Dec 01Third quarter 2025 earnings released: EPS: zł0.58 (vs zł0.37 in 3Q 2024)Third quarter 2025 results: EPS: zł0.58 (up from zł0.37 in 3Q 2024). Revenue: zł744.7m (up 19% from 3Q 2024). Net income: zł8.99m (up 46% from 3Q 2024). Profit margin: 1.2% (up from 1.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 05Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł713.1m (up 35% from 2Q 2024). Net income: zł10.9m (up 124% from 2Q 2024). Profit margin: 1.5% (up from 0.9% in 2Q 2024).
Reported Earnings • May 30First quarter 2025 earnings released: EPS: zł0.47 (vs zł0.85 in 1Q 2024)First quarter 2025 results: EPS: zł0.47 (down from zł0.85 in 1Q 2024). Revenue: zł663.6m (up 7.8% from 1Q 2024). Net income: zł7.71m (down 52% from 1Q 2024). Profit margin: 1.2% (down from 2.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Feb 08+ 3 more updatesAction S.A. to Report Q3, 2025 Results on Nov 28, 2025Action S.A. announced that they will report Q3, 2025 results on Nov 28, 2025
お知らせ • May 22Action S.A., Annual General Meeting, Jun 18, 2026Action S.A., Annual General Meeting, Jun 18, 2026, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł34.00, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 10x in the Electronic industry in Poland. Total returns to shareholders of 86% over the past three years.
お知らせ • Mar 12+ 3 more updatesAction S.A. to Report Fiscal Year 2025 Results on Apr 28, 2026Action S.A. announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 28, 2026
分析記事 • Dec 06Action's (WSE:ACT) Profits Appear To Have Quality IssuesAction S.A.'s ( WSE:ACT ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Dec 01Third quarter 2025 earnings released: EPS: zł0.58 (vs zł0.37 in 3Q 2024)Third quarter 2025 results: EPS: zł0.58 (up from zł0.37 in 3Q 2024). Revenue: zł744.7m (up 19% from 3Q 2024). Net income: zł8.99m (up 46% from 3Q 2024). Profit margin: 1.2% (up from 1.0% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 05Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł713.1m (up 35% from 2Q 2024). Net income: zł10.9m (up 124% from 2Q 2024). Profit margin: 1.5% (up from 0.9% in 2Q 2024).
Reported Earnings • May 30First quarter 2025 earnings released: EPS: zł0.47 (vs zł0.85 in 1Q 2024)First quarter 2025 results: EPS: zł0.47 (down from zł0.85 in 1Q 2024). Revenue: zł663.6m (up 7.8% from 1Q 2024). Net income: zł7.71m (down 52% from 1Q 2024). Profit margin: 1.2% (down from 2.6% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 22Action S.A., Annual General Meeting, Jun 17, 2025Action S.A., Annual General Meeting, Jun 17, 2025.
New Risk • May 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł289.5m market cap, or US$75.5m).
お知らせ • Feb 08+ 3 more updatesAction S.A. to Report Q3, 2025 Results on Nov 28, 2025Action S.A. announced that they will report Q3, 2025 results on Nov 28, 2025
New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł272.9m market cap, or US$67.2m).
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: zł0.37 (vs zł0.43 in 3Q 2023)Third quarter 2024 results: EPS: zł0.37 (down from zł0.43 in 3Q 2023). Revenue: zł627.5m (down 2.1% from 3Q 2023). Net income: zł6.17m (down 24% from 3Q 2023). Profit margin: 1.0% (down from 1.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Oct 05Action's (WSE:ACT) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Action S.A. ( WSE:ACT ) last week didn't sink the stock price. However, we...
New Risk • Oct 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł283.8m market cap, or US$73.1m).
Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: zł0.26 (vs zł0.26 in 2Q 2023)Second quarter 2024 results: EPS: zł0.26. Revenue: zł530.3m (down 5.3% from 2Q 2023). Net income: zł4.86m (down 6.0% from 2Q 2023). Profit margin: 0.9% (in line with 2Q 2023).
お知らせ • Aug 16Action S.A. Provides Group Earnings Guidance for the Second Quarter and Six Months of 2024Action S.A. provided group earnings guidance for the second quarter and six months of 2024. for the quarter, the company expects revenue of PLN 530.3 million (EUR 123.7 million) and net profit of PLN 1.18 million (EUR 275,000). for the six months, the company expects estimates sales revenue at PLN 1.14 billion (EUR 265.9 million) and net profit at PLN 17.05 million (EUR 4 million).
New Risk • Jun 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł336.5m market cap, or US$83.6m).
お知らせ • Jun 06Mariusz Jaworski acquired a 8.03% stake in Action S.A. (WSE:ACT).Mariusz Jaworski acquired a 8.03% stake in Action S.A. (WSE:ACT) on June 4, 2024. Mariusz Jaworski completed the acquisition of a 8.03% stake in Action S.A. (WSE:ACT) on June 4, 2024.
お知らせ • May 25Action S.A., Annual General Meeting, Jun 19, 2024Action S.A., Annual General Meeting, Jun 19, 2024.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: zł1.88 (vs zł2.44 in FY 2022)Full year 2023 results: EPS: zł1.88 (down from zł2.44 in FY 2022). Revenue: zł2.51b (up 6.1% from FY 2022). Net income: zł36.8m (down 25% from FY 2022). Profit margin: 1.5% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 20+ 3 more updatesAction S.A. to Report Q3, 2024 Results on Nov 29, 2024Action S.A. announced that they will report Q3, 2024 results on Nov 29, 2024
Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł0.43 (vs zł0.61 in 3Q 2022)Third quarter 2023 results: EPS: zł0.43 (down from zł0.61 in 3Q 2022). Revenue: zł641.0m (up 11% from 3Q 2022). Net income: zł8.13m (down 33% from 3Q 2022). Profit margin: 1.3% (down from 2.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.46 (vs zł0.51 in 1Q 2022)First quarter 2023 results: EPS: zł0.46 (down from zł0.51 in 1Q 2022). Revenue: zł586.2m (up 6.4% from 1Q 2022). Net income: zł9.26m (down 9.9% from 1Q 2022). Profit margin: 1.6% (down from 1.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 76% per year, which means it is well ahead of earnings.
お知らせ • May 26Action S.A., Annual General Meeting, Jun 21, 2023Action S.A., Annual General Meeting, Jun 21, 2023, at 11:00 Central European Standard Time.
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: zł2.44 (vs zł5.03 in FY 2021)Full year 2022 results: EPS: zł2.44 (down from zł5.03 in FY 2021). Revenue: zł2.37b (up 2.6% from FY 2021). Net income: zł49.0m (down 52% from FY 2021). Profit margin: 2.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 20+ 3 more updatesAction S.A. to Report Q3, 2023 Results on Nov 29, 2023Action S.A. announced that they will report Q3, 2023 results on Nov 29, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł0.001 (vs zł0.52 in 3Q 2021)Third quarter 2022 results: EPS: zł0.001 (down from zł0.52 in 3Q 2021). Revenue: zł577.1k (down 100% from 3Q 2021). Net income: zł12.2k (down 100% from 3Q 2021). Profit margin: 2.1% (up from 1.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Nov 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł17.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Nov 07Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be zł17.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Sep 30Second quarter 2022 earnings released: EPS: zł0.37 (vs zł2.20 in 2Q 2021)Second quarter 2022 results: EPS: zł0.37 (down from zł2.20 in 2Q 2021). Revenue: zł564.4m (up 5.7% from 2Q 2021). Net income: zł7.48m (down 83% from 2Q 2021). Profit margin: 1.3% (down from 8.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 66% per year and the company’s share price has also increased by 66% per year.
お知らせ • May 21Action S.A., Annual General Meeting, Jun 22, 2022Action S.A., Annual General Meeting, Jun 22, 2022, at 10:30 Central European Standard Time.
分析記事 • Mar 04With EPS Growth And More, Action (WSE:ACT) Is InterestingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Dec 02Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.52 (up from zł0.40 in 3Q 2020). Revenue: zł541.5m (up 17% from 3Q 2020). Net income: zł10.4m (up 55% from 3Q 2020). Profit margin: 1.9% (up from 1.4% in 3Q 2020). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 783%. Earnings per share (EPS) missed analyst estimates by 783%. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 24Do Action's (WSE:ACT) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł2.20 (vs zł0.19 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł533.9m (up 11% from 2Q 2020). Net income: zł44.0m (up zł40.8m from 2Q 2020). Profit margin: 8.2% (up from 0.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 09Action (WSE:ACT) Is Doing The Right Things To Multiply Its Share PriceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Jun 05First quarter 2021 earnings released: EPS zł0.91 (vs zł0.094 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł525.3m (up 12% from 1Q 2020). Net income: zł18.3m (up zł16.7m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 137% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 30Estimating The Intrinsic Value Of Action S.A. (WSE:ACT)Today we will run through one way of estimating the intrinsic value of Action S.A. ( WSE:ACT ) by projecting its future...
Reported Earnings • Apr 04Full year 2020 earnings released: EPS zł10.83 (vs zł0.29 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł2.06b (up 26% from FY 2019). Net income: zł185.1m (up zł190.1m from FY 2019). Profit margin: 9.0% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł9.38, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 9x in the Electronic industry in Poland. Total returns to shareholders of 204% over the past three years.
分析記事 • Mar 26Does Action (WSE:ACT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł7.44, the stock is trading at a trailing P/E ratio of 8.4x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 128%.
Is New 90 Day High Low • Feb 18New 90-day high: zł6.66The company is up 48% from its price of zł4.49 on 20 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.
分析記事 • Feb 01Are Action's (WSE:ACT) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
お知らせ • Jan 13+ 2 more updatesAction S.A. to Report Q1, 2021 Results on May 31, 2021Action S.A. announced that they will report Q1, 2021 results on May 31, 2021
Is New 90 Day High Low • Jan 07New 90-day high: zł6.40The company is up 61% from its price of zł3.98 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period.
分析記事 • Dec 28Action S.A.'s (WSE:ACT) Stock Is Going Strong: Is the Market Following Fundamentals?Action's (WSE:ACT) stock is up by a considerable 27% over the past three months. Given the company's impressive...
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.80, the stock is trading at a trailing P/E ratio of 6.5x, up from the previous P/E ratio of 5.7x. This compares to an average P/E of 7x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 86%.
Is New 90 Day High Low • Dec 17New 90-day high: zł5.54The company is up 2.0% from its price of zł5.42 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.
Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł0.40The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł464.8m (up 14% from 3Q 2019). Net income: zł6.69m (up zł10.8m from 3Q 2019). Profit margin: 1.4% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 17% share price gain to zł5.30, the stock is trading at a trailing P/E ratio of 21.2x, up from the previous P/E ratio of 18.2x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 64%.
分析記事 • Nov 24Is Action (WSE:ACT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Oct 29New 90-day low: zł3.89The company is down 21% from its price of zł4.92 on 30 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is down 1.0% over the same period.
お知らせ • Oct 05+ 1 more updateAction S.A. to Report Q4, 2010 Results on 03/01/2011Action S.A. announced that they will report Q4, 2010 results on 03/01/2011