View ValuationSystemair 将来の成長Future 基準チェック /36Systemair利益と収益がそれぞれ年間12.3%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.5% 17%なると予測されています。主要情報12.3%収益成長率16.96%EPS成長率Building 収益成長12.9%収益成長率5.5%将来の株主資本利益率14.48%アナリストカバレッジLow最終更新日03 Jun 2026今後の成長に関する最新情報分析記事 • Sep 01Earnings Miss: Systemair AB (publ) Missed EPS By 8.9% And Analysts Are Revising Their ForecastsIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 10% to kr86.00 in the...分析記事 • Dec 07Systemair AB (publ) Just Beat EPS By 6.8%: Here's What Analysts Think Will Happen NextInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 4.7% to close at kr95.80 following...Price Target Changed • Dec 06Price target increased by 8.4% to kr101Up from kr92.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of kr95.80. Stock is up 26% over the past year. The company is forecast to post earnings per share of kr3.89 for next year compared to kr3.10 last year.分析記事 • Sep 01The Systemair AB (publ) (STO:SYSR) First-Quarter Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Systemair AB (publ) ( STO:SYSR ) shareholders, because the company has just released its...分析記事 • Jun 07Systemair AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 2.2% to close at kr79.90 following...分析記事 • Mar 08Systemair AB (publ) Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 14% to kr70.00 in the...すべての更新を表示Recent updatesお知らせ • Apr 22Systemair Showcases New Ventilation Products and Solutions At NordbyggSystemair participated at Nordbygg 2026, showcasing the breadth of one of the market’s most complete ventilation portfolios. The booth features several new products developed to simplify design, installation, and operation without compromising reliability or performance. Highlights include: MiniByter – a new renovation unit replacing old Bahco Minimaster on a 1:1 basis; Advanced remote support with Systemair Access – saves time and enables safer commissioning and optimized operation; New backflow protection for fans in operation – increases safety and operational stability; Axial fans with EC motors – offering high energy efficiency, modern control, and improved performance; Garage fans are now included in the fan portfolio to meet the needs of infrastructure projects. Together, these innovations demonstrate how Systemair can meet all ventilation needs — from individual components to integrated solutions. At Nordbygg, Systemair presents its broad air handling unit portfolio — from compact standard units to flexible, customized solutions for more demanding projects. One of the major news items is the further development of the Systemair Access control platform, now featuring remote commissioning capabilities and extended trend logging for optimized operation and energy use in air handling units. Systemair shares the booth with Menerga, part of the Systemair Group, and together they present a swimming facility project where Menerga supplied the wet units and Systemair the dry units, complemented by roof fans, centrifugal fans, iris dampers, and demand-controlled VAV. Systemair will also showcase its strengthened fire safety offering, including a complete range of backflow protection devices, smoke control and fire dampers, and smoke extraction fans, complemented by control and monitoring solutions.お知らせ • Mar 23Systemair Group Showcases Broad Range of Ventilation Systems At Mostra Convegno ExpocomfortSystemair Group will spotlight its broad range of ventilation systems that seamlessly integrate with heating, cooling and air conditioning solutions. Systemair sees ventilation as the heart of every effective air treatment system. It ensures indoor air quality, thermal comfort, and energy efficiency -- key factors in sustainable building performance. The exhibition will focus on solving real-life challenges in various areas, offering visitors a combination of interactive applications, try Systemair's product selection tool and seeing real products. The Systemair brand will demonstrate air handling units (ahu) with built-in controls to be operated via app or cloud for hospitals and laboratories, schools and offices as well as a system solution for smoke management. SagiCofim will present its portfolio within the Engineered Air Quality concept, combining air filtration, air diffusion and acoustics to create efficient and healthy indoor environments. On display are filters for operating theatres, HEPA and ULPA filters, Eurovent-certified compact filters with A+ energy class, safe change housings, high-efficiency air diffusers and sound attenuators, showing how filtration, distribution and acoustics work together in demanding applications. Menerga will reveal a brand-new compact air handling unit for efficient ventilation, heating and dehumidification for indoor pools and wellness spaces. The air handling unit is energy efficient, offers reliable humidity control and has a space-saving design. Efficient heating and cooling are key to effective climate control, and Frico will present new infrared heaters, designed to extend the outdoor season with timeless design and smart heating, and a new complete range of water-heated fan heaters, developed and manufactured in Sweden for applications ranging from robust industrial heating to advanced comfort control in noise-sensitive environments. Several air curtains will also be available for live demonstration together with Frico Control system.Recent Insider Transactions • Mar 23Vice Chairman of the Board recently bought kr109m worth of stockOn the 18th of March, Gerald Engström bought around 2m shares on-market at roughly kr72.50 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gerald's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 08Independent Chairman of the Board recently bought kr379k worth of stockOn the 5th of March, Lars Nolaker bought around 5k shares on-market at roughly kr75.80 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lars has been a buyer over the last 12 months, purchasing a net total of kr3.2m worth in shares.Reported Earnings • Mar 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: kr0.63 (up from kr0.62 in 3Q 2025). Revenue: kr2.86b (down 5.9% from 3Q 2025). Net income: kr130.7m (up 1.5% from 3Q 2025). Profit margin: 4.6% (up from 4.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 2.9% to kr79.00. The fair value is estimated to be kr102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.分析記事 • Feb 12Is It Time To Consider Buying Systemair AB (publ) (STO:SYSR)?While Systemair AB (publ) ( STO:SYSR ) might not have the largest market cap around , it saw a double-digit share price...分析記事 • Jan 30Systemair (STO:SYSR) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jan 02Now 20% undervaluedOver the last 90 days, the stock has risen 8.3% to kr86.30. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 3.0% to kr86.20. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Recent Insider Transactions • Dec 14President & CEO recently sold kr2.5m worth of stockOn the 11th of December, Roland Kasper sold around 29k shares on-market at roughly kr86.27 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Roland's only on-market trade for the last 12 months.New Risk • Dec 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr0 This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: kr1.28 (up from kr1.14 in 2Q 2025). Revenue: kr3.27b (up 4.0% from 2Q 2025). Net income: kr265.0m (up 11% from 2Q 2025). Profit margin: 8.1% (up from 7.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Dec 04+ 3 more updatesSystemair AB (publ) to Report Fiscal Year 2026 Results on Jun 10, 2026Systemair AB (publ) announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Jun 10, 2026Recent Insider Transactions • Oct 06Independent Chairman of the Board recently bought kr800k worth of stockOn the 3rd of October, Lars Nolaker bought around 10k shares on-market at roughly kr80.00 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr864k. Lars has been a buyer over the last 12 months, purchasing a net total of kr2.9m worth in shares.New Risk • Sep 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.分析記事 • Sep 20Systemair (STO:SYSR) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions • Sep 03Key Executive recently bought kr864k worth of stockOn the 29th of August, Lars Nolaker bought around 10k shares on-market at roughly kr86.40 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lars has been a buyer over the last 12 months, purchasing a net total of kr2.1m worth in shares.分析記事 • Sep 01Earnings Miss: Systemair AB (publ) Missed EPS By 8.9% And Analysts Are Revising Their ForecastsIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 10% to kr86.00 in the...Reported Earnings • Aug 31First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: kr0.93 (down from kr1.01 in 1Q 2025). Revenue: kr3.09b (flat on 1Q 2025). Net income: kr192.2m (down 8.3% from 1Q 2025). Profit margin: 6.2% (down from 6.7% in 1Q 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to kr86.00. The fair value is estimated to be kr109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years, while earnings per share has been flat.お知らせ • Aug 29Systemair AB (Publ) Approves Dividend, Payable on 4 September 2025The Board of Directors of Systemair AB (publ) at its AGM held on 28 August, 2025, approved a dividend of SEK 1.35 (1.20) per share. Record date: September 1, 2025; Payment date: September 4, 2025.分析記事 • Aug 28Systemair (STO:SYSR) Will Pay A Larger Dividend Than Last Year At SEK1.35Systemair AB (publ) ( STO:SYSR ) will increase its dividend from last year's comparable payment on the 4th of September...分析記事 • Aug 27Estimating The Fair Value Of Systemair AB (publ) (STO:SYSR)Key Insights Systemair's estimated fair value is kr107 based on 2 Stage Free Cash Flow to Equity Current share price of...Upcoming Dividend • Aug 22Upcoming dividend of kr1.35 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Swedish dividend payers (3.8%). Lower than average of industry peers (1.6%).分析記事 • Aug 13Systemair's (STO:SYSR) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.35 on the 4th...お知らせ • Aug 12Systemair AB (publ) (OM:SYSR) completed the acquisition of Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar.Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on July 9, 2025. The expected completion of the transaction is July 9, 2025 to August 31, 2025, which is during Systemair AB’s second quarter. Ramkumar K, Sachin Bansal, Amit Khandelwal, Ajay Arora of Ernst & Young Private Limited acted as financial advisor to the shareholders of Nadi Airtechnics. Systemair AB (publ) (OM:SYSR) completed the acquisition of Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on August 11, 2025.分析記事 • Aug 11Subdued Growth No Barrier To Systemair AB (publ)'s (STO:SYSR) PriceWith a price-to-earnings (or "P/E") ratio of 29.8x Systemair AB (publ) ( STO:SYSR ) may be sending bearish signals at...分析記事 • Jul 24Systemair's (STO:SYSR) Shareholders Will Receive A Bigger Dividend Than Last YearSystemair AB (publ) ( STO:SYSR ) will increase its dividend from last year's comparable payment on the 4th of September...分析記事 • Jul 09Is There Now An Opportunity In Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a significant share price rise of...お知らせ • Jul 09Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar.Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on July 9, 2025. The expected completion of the transaction is July 9, 2025 to August 31, 2025, which is during Systemair AB’s second quarter.お知らせ • Jul 03+ 1 more updateSystemair AB Announces Executive Changes, Effective January 2026The Board of Directors of Systemair AB has appointed Robert Larsson as new President. He will replace Roland Kasper who has been President since 2015. Robert Larsson has since 2018 worked in different positions within the AFRY Group, among those as Head of Infrastructure Division with revenues of approximately 10 billion SEK and 7000 employees. Prior to joining AFRY he worked 24 years within ABB and held various senior management positions in Sweden, China and Switzerland. Robert is a Swedish citizen and has a Master of Science in Mechanical Engineering from Linköpings Institute of Technology. Robert is expected to start his position at the latest in January 2026. As earlier communicated, Roland Kasper will continue as President and CEO until Robert starts.分析記事 • Jun 26Systemair's (STO:SYSR) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.35 on the 4th...Declared Dividend • Jun 25Dividend increased to kr1.35Dividend of kr1.35 is 13% higher than last year. Ex-date: 29th August 2025 Payment date: 4th September 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 07Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: kr3.27 (up from kr3.10 in FY 2024). Revenue: kr12.3b (flat on FY 2024). Net income: kr680.7m (up 5.4% from FY 2024). Profit margin: 5.5% (up from 5.3% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 05+ 1 more updateSystemair AB (publ), Annual General Meeting, Aug 08, 2025Systemair AB (publ), Annual General Meeting, Aug 08, 2025.分析記事 • May 08Earnings Not Telling The Story For Systemair AB (publ) (STO:SYSR) After Shares Rise 26%Systemair AB (publ) ( STO:SYSR ) shares have had a really impressive month, gaining 26% after a shaky period...Recent Insider Transactions • Apr 06Key Executive recently bought kr1.2m worth of stockOn the 2nd of April, Lars Nolaker bought around 16k shares on-market at roughly kr75.30 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.お知らせ • Apr 02+ 1 more updateRoland Kasper leaves as CEO of SystemairThe Board of Directors of Systemair AB (publ) announced Roland Kasper agreed April 2, 2025 that Roland will leave Systemair after ten years as President and CEO. The process of recruiting a new President and CEO will begin immediately. Roland will remain in his role until a successor is appointed.分析記事 • Mar 29The Return Trends At Systemair (STO:SYSR) Look PromisingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Recent Insider Transactions • Mar 13Independent Director recently bought kr1.1m worth of stockOn the 10th of March, Gunilla Spongh bought around 14k shares on-market at roughly kr82.10 per share. This transaction increased Gunilla's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr725k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: kr0.62 (up from kr0.12 loss in 3Q 2024). Revenue: kr3.04b (up 7.6% from 3Q 2024). Net income: kr128.8m (up kr153.7m from 3Q 2024). Profit margin: 4.2% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.お知らせ • Mar 06+ 2 more updatesSystemair AB (publ) to Report Q1, 2026 Results on Aug 28, 2025Systemair AB (publ) announced that they will report Q1, 2026 results at 12:30 PM, Central European Standard Time on Aug 28, 2025お知らせ • Feb 27Systemair AB (publ) to Report Q3, 2025 Results on Mar 06, 2025Systemair AB (publ) announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Mar 06, 2025分析記事 • Feb 20Is Now An Opportune Moment To Examine Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Feb 18Systemair AB (Publ) Announces Nomination Committee AppointmentsSystemair AB (publ) At the annual general meeting on 29 August 2024, it was resolved that the nomination committee shall consist of representatives of three of the largest shareholders or owner groups in terms of votes, according to Euroclear Sweden AB's printout of the share register as of 31 January 2025. It is hereby announced that after consultation between the company's three largest shareholders, ebm-papst AB has chosen to relinquish their seat on the nomination committee. The fourth largest shareholder Swedbank Robur Fonder has therefore been contacted. The nomination committee has been appointed to consist of the following persons: Magnus Tell (Chairman of the nomination committee), Alecta; Gerald Engström, Färna Invest AB; Lennart Francke, Swedbank Robur Fonder.新しいナラティブ • Feb 11Acquisitions And Operational Efficiencies Will Support Future Earnings Recent acquisitions and facility expansions indicate potential revenue growth through increased production capacity and market reach. お知らせ • Jan 17+ 1 more updateSystemair AB (publ) (OM:SYSR) completed the acquisition of remaining 10% stake in Systemair-HSK from Eroglu family.Systemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in Systemair-HSK from Eroglu family on December 12, 2024. The acquisition is subject to approval from the Turkish competition authorities. The current Managing director Ayça Eroglu, will assist the company in the future through a board position. Upon completion, Systemair AB (publ) will own 100% stake in Systemair-HSK. The transaction is expected completed in the coming months. Systemair AB (publ) (OM:SYSR) completed the acquisition of remaining 10% stake in Systemair-HSK from Eroglu family on January 17, 2025. As of January 17, 2025 Turkish competition authorities have approved the transaction.分析記事 • Jan 10Systemair AB (publ)'s (STO:SYSR) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 29.6x Systemair AB (publ) ( STO:SYSR ) may be sending bearish signals at...お知らせ • Dec 13+ 1 more updateSystemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in HSK Türkiye.Systemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in HSK Türkiye on December 12, 2024. Upon completion, Systemair AB (publ) will own 100% stake in HSK Türkiye. The company has developed very well since the acquisition and sales have grown to about €55 million with about 350 employees. The current MD Ayça Eroglu, will assist the company in the future through a board position. The acquisition is subject to approval from the Turkish competition authorities and final approval is expected in the coming months.分析記事 • Dec 07Systemair AB (publ) Just Beat EPS By 6.8%: Here's What Analysts Think Will Happen NextInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 4.7% to close at kr95.80 following...Price Target Changed • Dec 06Price target increased by 8.4% to kr101Up from kr92.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of kr95.80. Stock is up 26% over the past year. The company is forecast to post earnings per share of kr3.89 for next year compared to kr3.10 last year.Reported Earnings • Dec 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: kr1.14 (down from kr1.18 in 2Q 2024). Revenue: kr3.15b (down 1.3% from 2Q 2024). Net income: kr237.9m (down 2.8% from 2Q 2024). Profit margin: 7.6% (down from 7.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 05The Returns At Systemair (STO:SYSR) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...お知らせ • Nov 27Systemair AB (publ) to Report Q2, 2025 Results on Dec 04, 2024Systemair AB (publ) announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Dec 04, 2024分析記事 • Nov 04Is Now The Time To Look At Buying Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Oct 17Calculating The Intrinsic Value Of Systemair AB (publ) (STO:SYSR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Systemair fair value estimate is kr87.01 With kr81.50 share...分析記事 • Sep 27Systemair (STO:SYSR) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 12Systemair's (STO:SYSR) Soft Earnings Are Actually Better Than They AppearSystemair AB (publ)'s ( STO:SYSR ) stock was strong despite it releasing a soft earnings report last week. Our analysis...分析記事 • Sep 01The Systemair AB (publ) (STO:SYSR) First-Quarter Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Systemair AB (publ) ( STO:SYSR ) shareholders, because the company has just released its...Reported Earnings • Aug 30First quarter 2025 earnings: Revenues miss analyst expectationsFirst quarter 2025 results: Revenue: kr3.11b (down 2.0% from 1Q 2024). Net income: kr209.7m (down 14% from 1Q 2024). Profit margin: 6.7% (down from 7.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.1%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 30Systemair AB (Publ) Approves Dividend, Payable on September 5, 2024Systemair AB (publ) at the Annual General Meeting held on August 29, 2024 approved dividend of SEK 1.20 per share. The record date was set to September 2, 2024. The dividend will be paid on September 5, 2024 through Euroclear Sweden AB.分析記事 • Aug 22Systemair (STO:SYSR) Is Paying Out A Larger Dividend Than Last YearThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.20 on the 5th...Declared Dividend • Aug 18Dividend increased to kr1.20Dividend of kr1.20 is 9.1% higher than last year. Ex-date: 30th August 2024 Payment date: 5th September 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr3.10 (down from kr5.00 in FY 2023). Revenue: kr12.3b (up 1.6% from FY 2023). Net income: kr645.6m (down 38% from FY 2023). Profit margin: 5.3% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Aug 04Systemair AB (publ)'s (STO:SYSR) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Systemair AB (publ)'s ( STO:SYSR ) price-to-earnings (or "P/E") ratio of 24.5x is...分析記事 • Jun 30Systemair AB (publ)'s (STO:SYSR) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights Systemair's estimated fair value is kr65.36 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • Jun 07Systemair AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 2.2% to close at kr79.90 following...Reported Earnings • Jun 05Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr3.10 (down from kr5.00 in FY 2023). Revenue: kr12.3b (up 1.6% from FY 2023). Net income: kr645.6m (down 38% from FY 2023). Profit margin: 5.3% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • May 22Is Now An Opportune Moment To Examine Systemair AB (publ) (STO:SYSR)?While Systemair AB (publ) ( STO:SYSR ) might not have the largest market cap around , it saw a double-digit share price...お知らせ • May 09Systemair AB (publ) (OM:SYSR) acquired Phem Engineering Sdn. Bhd.Systemair AB (publ) (OM:SYSR) acquired Phem Engineering Sdn. Bhd. on May 8, 2024. Phem Engineering reported turnover of SEK 47 million for financial year ending in March 2024.Systemair AB (publ) (OM:SYSR) completed the acquisition of Phem Engineering Sdn. Bhd. on May 8, 2024.分析記事 • May 03Systemair (STO:SYSR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Apr 30Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at kr75.00. The fair value is estimated to be kr61.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.Buy Or Sell Opportunity • Apr 16Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to kr74.30. The fair value is estimated to be kr61.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.分析記事 • Apr 15Do Systemair's (STO:SYSR) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Mar 28Is Systemair AB (publ) (STO:SYSR) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights The projected fair value for Systemair is kr61.41 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Mar 26Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to kr74.70. The fair value is estimated to be kr61.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.分析記事 • Mar 13Systemair's (STO:SYSR) Promising Earnings May Rest On Soft FoundationsInvestors were disappointed with Systemair AB (publ)'s ( STO:SYSR ) earnings, despite the strong profit numbers. We...分析記事 • Mar 08Systemair AB (publ) Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 14% to kr70.00 in the...Reported Earnings • Mar 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr0.12 loss per share (down from kr0.79 profit in 3Q 2023). Revenue: kr2.83b (down 7.1% from 3Q 2023). Net loss: kr24.9m (down 115% from profit in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to kr79.50. The fair value is estimated to be kr66.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 4.6% in 2 years. Earnings are forecast to decline by 28% in the next 2 years.お知らせ • Feb 21+ 1 more updateSystemair AB (publ), Annual General Meeting, Aug 29, 2024Systemair AB (publ), Annual General Meeting, Aug 29, 2024, at 15:00 Central European Standard Time.Board Change • Feb 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Gunilla Spongh was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 09Systemair Discontinues Menerga's Production in GermanySystemair has decided to discontinue the production of the Menerga products in Muelheim an der Ruhr, Germany, in 2024. The factory currently manufactures highly efficient ventilation units for swimming pools, waterparks, and low energy buildings. The production in Muelheim an der Ruhr will be discontinued and in parallel production of Menerga products, in Systemair's existing plant in Slovenia, will be ramped up. The process is expected to be completed in 2024. Resources for product development, sales, and support will remain in Muelheim an der Ruhr. The service business, which is extensive, will remain unchanged. The structural change entails a cost of approximately SEK 125 million for severance pay and impairment of assets, which will be charged to operating profit for the third quarter of 2023. In connection with the changes, the product range is also reviewed, and upgraded to a new common technical platform.分析記事 • Oct 31A Look At The Fair Value Of Systemair AB (publ) (STO:SYSR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Systemair fair value estimate is kr74.24 Current share price...Recent Insider Transactions • Oct 29Key Executive recently bought kr460k worth of stockOn the 26th of October, Lars Nolaker bought around 8k shares on-market at roughly kr57.54 per share. This transaction increased Lars' direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.Buying Opportunity • Oct 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be kr73.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 15% in the next 2 years.分析記事 • Oct 11At kr68.30, Is It Time To Put Systemair AB (publ) (STO:SYSR) On Your Watch List?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a double-digit share price rise of...業績と収益の成長予測OM:SYSR - 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4/30/202914,5321,1701,0171,43314/30/202813,5051,0289551,32944/30/202712,7958818031,16344/30/202612,2477624531,01331/31/202612,2296928011,346N/A10/31/202512,4096906691,134N/A7/31/202512,2846637531,210N/A4/30/202512,3026817161,181N/A1/31/202512,368760555990N/A10/31/202412,1536057751,187N/A7/31/202412,1936118551,215N/A4/30/202412,2576469221,333N/A1/31/202412,3171,0791,2281,313N/A10/31/202312,5331,2698261,189N/A7/31/202312,3841,067838959N/A4/30/202312,0581,040225588N/A1/31/202311,591561-220385N/A10/31/202210,82549530133N/A7/31/202210,193605-63512N/A4/30/20229,635544-107235N/A1/31/20229,181522104496N/A10/31/20218,907492214714N/A7/31/20218,710480463917N/A4/30/20218,519406552994N/A1/31/20218,342290483805N/A10/31/20208,485284480873N/A7/31/20208,761337632886N/A4/30/20208,915382633844N/A1/31/20209,028462853840N/A10/31/20198,900444N/A716N/A7/31/20198,568377N/A506N/A4/30/20198,327322N/A387N/A1/31/20198,010255N/A335N/A10/31/20187,764252N/A213N/A7/31/20187,477227N/A226N/A4/30/20187,301231N/A224N/A1/31/20187,207247N/A215N/A10/31/20177,149256N/A357N/A7/31/20177,055270N/A424N/A4/30/20176,864294N/A465N/A1/31/20176,639293N/A450N/A10/31/20166,340256N/A280N/A7/31/20166,195226N/A234N/A4/30/20166,113207N/A169N/A1/31/20166,106209N/A196N/A10/31/20156,121240N/A235N/A7/31/20156,052270N/A202N/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: SYSRの予測収益成長率 (年間12.3% ) は 貯蓄率 ( 2% ) を上回っています。収益対市場: SYSRの収益 ( 12.3% ) はSwedish市場 ( 8.6% ) よりも速いペースで成長すると予測されています。高成長収益: SYSRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SYSRの収益 ( 5.5% ) Swedish市場 ( -0.05% ) よりも速いペースで成長すると予測されています。高い収益成長: SYSRの収益 ( 5.5% ) 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: SYSR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 ( 14.5 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/06/09 15:30終値2026/06/09 00:00収益2026/01/31年間収益2025/04/30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Systemair AB (publ) 4 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Claes VikbladhABG Sundal Collier SponsoredSofia SörlingDNB CarnegieAnna WidstromDNB Carnegie5 その他のアナリストを表示
分析記事 • Sep 01Earnings Miss: Systemair AB (publ) Missed EPS By 8.9% And Analysts Are Revising Their ForecastsIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 10% to kr86.00 in the...
分析記事 • Dec 07Systemair AB (publ) Just Beat EPS By 6.8%: Here's What Analysts Think Will Happen NextInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 4.7% to close at kr95.80 following...
Price Target Changed • Dec 06Price target increased by 8.4% to kr101Up from kr92.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of kr95.80. Stock is up 26% over the past year. The company is forecast to post earnings per share of kr3.89 for next year compared to kr3.10 last year.
分析記事 • Sep 01The Systemair AB (publ) (STO:SYSR) First-Quarter Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Systemair AB (publ) ( STO:SYSR ) shareholders, because the company has just released its...
分析記事 • Jun 07Systemair AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 2.2% to close at kr79.90 following...
分析記事 • Mar 08Systemair AB (publ) Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 14% to kr70.00 in the...
お知らせ • Apr 22Systemair Showcases New Ventilation Products and Solutions At NordbyggSystemair participated at Nordbygg 2026, showcasing the breadth of one of the market’s most complete ventilation portfolios. The booth features several new products developed to simplify design, installation, and operation without compromising reliability or performance. Highlights include: MiniByter – a new renovation unit replacing old Bahco Minimaster on a 1:1 basis; Advanced remote support with Systemair Access – saves time and enables safer commissioning and optimized operation; New backflow protection for fans in operation – increases safety and operational stability; Axial fans with EC motors – offering high energy efficiency, modern control, and improved performance; Garage fans are now included in the fan portfolio to meet the needs of infrastructure projects. Together, these innovations demonstrate how Systemair can meet all ventilation needs — from individual components to integrated solutions. At Nordbygg, Systemair presents its broad air handling unit portfolio — from compact standard units to flexible, customized solutions for more demanding projects. One of the major news items is the further development of the Systemair Access control platform, now featuring remote commissioning capabilities and extended trend logging for optimized operation and energy use in air handling units. Systemair shares the booth with Menerga, part of the Systemair Group, and together they present a swimming facility project where Menerga supplied the wet units and Systemair the dry units, complemented by roof fans, centrifugal fans, iris dampers, and demand-controlled VAV. Systemair will also showcase its strengthened fire safety offering, including a complete range of backflow protection devices, smoke control and fire dampers, and smoke extraction fans, complemented by control and monitoring solutions.
お知らせ • Mar 23Systemair Group Showcases Broad Range of Ventilation Systems At Mostra Convegno ExpocomfortSystemair Group will spotlight its broad range of ventilation systems that seamlessly integrate with heating, cooling and air conditioning solutions. Systemair sees ventilation as the heart of every effective air treatment system. It ensures indoor air quality, thermal comfort, and energy efficiency -- key factors in sustainable building performance. The exhibition will focus on solving real-life challenges in various areas, offering visitors a combination of interactive applications, try Systemair's product selection tool and seeing real products. The Systemair brand will demonstrate air handling units (ahu) with built-in controls to be operated via app or cloud for hospitals and laboratories, schools and offices as well as a system solution for smoke management. SagiCofim will present its portfolio within the Engineered Air Quality concept, combining air filtration, air diffusion and acoustics to create efficient and healthy indoor environments. On display are filters for operating theatres, HEPA and ULPA filters, Eurovent-certified compact filters with A+ energy class, safe change housings, high-efficiency air diffusers and sound attenuators, showing how filtration, distribution and acoustics work together in demanding applications. Menerga will reveal a brand-new compact air handling unit for efficient ventilation, heating and dehumidification for indoor pools and wellness spaces. The air handling unit is energy efficient, offers reliable humidity control and has a space-saving design. Efficient heating and cooling are key to effective climate control, and Frico will present new infrared heaters, designed to extend the outdoor season with timeless design and smart heating, and a new complete range of water-heated fan heaters, developed and manufactured in Sweden for applications ranging from robust industrial heating to advanced comfort control in noise-sensitive environments. Several air curtains will also be available for live demonstration together with Frico Control system.
Recent Insider Transactions • Mar 23Vice Chairman of the Board recently bought kr109m worth of stockOn the 18th of March, Gerald Engström bought around 2m shares on-market at roughly kr72.50 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gerald's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 08Independent Chairman of the Board recently bought kr379k worth of stockOn the 5th of March, Lars Nolaker bought around 5k shares on-market at roughly kr75.80 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lars has been a buyer over the last 12 months, purchasing a net total of kr3.2m worth in shares.
Reported Earnings • Mar 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: kr0.63 (up from kr0.62 in 3Q 2025). Revenue: kr2.86b (down 5.9% from 3Q 2025). Net income: kr130.7m (up 1.5% from 3Q 2025). Profit margin: 4.6% (up from 4.2% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 03Now 23% undervaluedOver the last 90 days, the stock has risen 2.9% to kr79.00. The fair value is estimated to be kr102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.
分析記事 • Feb 12Is It Time To Consider Buying Systemair AB (publ) (STO:SYSR)?While Systemair AB (publ) ( STO:SYSR ) might not have the largest market cap around , it saw a double-digit share price...
分析記事 • Jan 30Systemair (STO:SYSR) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jan 02Now 20% undervaluedOver the last 90 days, the stock has risen 8.3% to kr86.30. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Buy Or Sell Opportunity • Dec 17Now 20% undervaluedOver the last 90 days, the stock has risen 3.0% to kr86.20. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.9%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Recent Insider Transactions • Dec 14President & CEO recently sold kr2.5m worth of stockOn the 11th of December, Roland Kasper sold around 29k shares on-market at roughly kr86.27 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Roland's only on-market trade for the last 12 months.
New Risk • Dec 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr0 This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 05Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: kr1.28 (up from kr1.14 in 2Q 2025). Revenue: kr3.27b (up 4.0% from 2Q 2025). Net income: kr265.0m (up 11% from 2Q 2025). Profit margin: 8.1% (up from 7.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Dec 04+ 3 more updatesSystemair AB (publ) to Report Fiscal Year 2026 Results on Jun 10, 2026Systemair AB (publ) announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Jun 10, 2026
Recent Insider Transactions • Oct 06Independent Chairman of the Board recently bought kr800k worth of stockOn the 3rd of October, Lars Nolaker bought around 10k shares on-market at roughly kr80.00 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr864k. Lars has been a buyer over the last 12 months, purchasing a net total of kr2.9m worth in shares.
New Risk • Sep 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
分析記事 • Sep 20Systemair (STO:SYSR) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions • Sep 03Key Executive recently bought kr864k worth of stockOn the 29th of August, Lars Nolaker bought around 10k shares on-market at roughly kr86.40 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lars has been a buyer over the last 12 months, purchasing a net total of kr2.1m worth in shares.
分析記事 • Sep 01Earnings Miss: Systemair AB (publ) Missed EPS By 8.9% And Analysts Are Revising Their ForecastsIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 10% to kr86.00 in the...
Reported Earnings • Aug 31First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: kr0.93 (down from kr1.01 in 1Q 2025). Revenue: kr3.09b (flat on 1Q 2025). Net income: kr192.2m (down 8.3% from 1Q 2025). Profit margin: 6.2% (down from 6.7% in 1Q 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to kr86.00. The fair value is estimated to be kr109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years, while earnings per share has been flat.
お知らせ • Aug 29Systemair AB (Publ) Approves Dividend, Payable on 4 September 2025The Board of Directors of Systemair AB (publ) at its AGM held on 28 August, 2025, approved a dividend of SEK 1.35 (1.20) per share. Record date: September 1, 2025; Payment date: September 4, 2025.
分析記事 • Aug 28Systemair (STO:SYSR) Will Pay A Larger Dividend Than Last Year At SEK1.35Systemair AB (publ) ( STO:SYSR ) will increase its dividend from last year's comparable payment on the 4th of September...
分析記事 • Aug 27Estimating The Fair Value Of Systemair AB (publ) (STO:SYSR)Key Insights Systemair's estimated fair value is kr107 based on 2 Stage Free Cash Flow to Equity Current share price of...
Upcoming Dividend • Aug 22Upcoming dividend of kr1.35 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Swedish dividend payers (3.8%). Lower than average of industry peers (1.6%).
分析記事 • Aug 13Systemair's (STO:SYSR) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.35 on the 4th...
お知らせ • Aug 12Systemair AB (publ) (OM:SYSR) completed the acquisition of Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar.Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on July 9, 2025. The expected completion of the transaction is July 9, 2025 to August 31, 2025, which is during Systemair AB’s second quarter. Ramkumar K, Sachin Bansal, Amit Khandelwal, Ajay Arora of Ernst & Young Private Limited acted as financial advisor to the shareholders of Nadi Airtechnics. Systemair AB (publ) (OM:SYSR) completed the acquisition of Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on August 11, 2025.
分析記事 • Aug 11Subdued Growth No Barrier To Systemair AB (publ)'s (STO:SYSR) PriceWith a price-to-earnings (or "P/E") ratio of 29.8x Systemair AB (publ) ( STO:SYSR ) may be sending bearish signals at...
分析記事 • Jul 24Systemair's (STO:SYSR) Shareholders Will Receive A Bigger Dividend Than Last YearSystemair AB (publ) ( STO:SYSR ) will increase its dividend from last year's comparable payment on the 4th of September...
分析記事 • Jul 09Is There Now An Opportunity In Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a significant share price rise of...
お知らせ • Jul 09Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar.Systemair AB (publ) (OM:SYSR) signed an agreement to acquire Nadi Airtechnics Pvt Ltd. from J.B. Kamdar and M.J. Kamdar on July 9, 2025. The expected completion of the transaction is July 9, 2025 to August 31, 2025, which is during Systemair AB’s second quarter.
お知らせ • Jul 03+ 1 more updateSystemair AB Announces Executive Changes, Effective January 2026The Board of Directors of Systemair AB has appointed Robert Larsson as new President. He will replace Roland Kasper who has been President since 2015. Robert Larsson has since 2018 worked in different positions within the AFRY Group, among those as Head of Infrastructure Division with revenues of approximately 10 billion SEK and 7000 employees. Prior to joining AFRY he worked 24 years within ABB and held various senior management positions in Sweden, China and Switzerland. Robert is a Swedish citizen and has a Master of Science in Mechanical Engineering from Linköpings Institute of Technology. Robert is expected to start his position at the latest in January 2026. As earlier communicated, Roland Kasper will continue as President and CEO until Robert starts.
分析記事 • Jun 26Systemair's (STO:SYSR) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.35 on the 4th...
Declared Dividend • Jun 25Dividend increased to kr1.35Dividend of kr1.35 is 13% higher than last year. Ex-date: 29th August 2025 Payment date: 4th September 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 07Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: kr3.27 (up from kr3.10 in FY 2024). Revenue: kr12.3b (flat on FY 2024). Net income: kr680.7m (up 5.4% from FY 2024). Profit margin: 5.5% (up from 5.3% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 05+ 1 more updateSystemair AB (publ), Annual General Meeting, Aug 08, 2025Systemair AB (publ), Annual General Meeting, Aug 08, 2025.
分析記事 • May 08Earnings Not Telling The Story For Systemair AB (publ) (STO:SYSR) After Shares Rise 26%Systemair AB (publ) ( STO:SYSR ) shares have had a really impressive month, gaining 26% after a shaky period...
Recent Insider Transactions • Apr 06Key Executive recently bought kr1.2m worth of stockOn the 2nd of April, Lars Nolaker bought around 16k shares on-market at roughly kr75.30 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.
お知らせ • Apr 02+ 1 more updateRoland Kasper leaves as CEO of SystemairThe Board of Directors of Systemair AB (publ) announced Roland Kasper agreed April 2, 2025 that Roland will leave Systemair after ten years as President and CEO. The process of recruiting a new President and CEO will begin immediately. Roland will remain in his role until a successor is appointed.
分析記事 • Mar 29The Return Trends At Systemair (STO:SYSR) Look PromisingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Recent Insider Transactions • Mar 13Independent Director recently bought kr1.1m worth of stockOn the 10th of March, Gunilla Spongh bought around 14k shares on-market at roughly kr82.10 per share. This transaction increased Gunilla's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr725k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: kr0.62 (up from kr0.12 loss in 3Q 2024). Revenue: kr3.04b (up 7.6% from 3Q 2024). Net income: kr128.8m (up kr153.7m from 3Q 2024). Profit margin: 4.2% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Mar 06+ 2 more updatesSystemair AB (publ) to Report Q1, 2026 Results on Aug 28, 2025Systemair AB (publ) announced that they will report Q1, 2026 results at 12:30 PM, Central European Standard Time on Aug 28, 2025
お知らせ • Feb 27Systemair AB (publ) to Report Q3, 2025 Results on Mar 06, 2025Systemair AB (publ) announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Mar 06, 2025
分析記事 • Feb 20Is Now An Opportune Moment To Examine Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Feb 18Systemair AB (Publ) Announces Nomination Committee AppointmentsSystemair AB (publ) At the annual general meeting on 29 August 2024, it was resolved that the nomination committee shall consist of representatives of three of the largest shareholders or owner groups in terms of votes, according to Euroclear Sweden AB's printout of the share register as of 31 January 2025. It is hereby announced that after consultation between the company's three largest shareholders, ebm-papst AB has chosen to relinquish their seat on the nomination committee. The fourth largest shareholder Swedbank Robur Fonder has therefore been contacted. The nomination committee has been appointed to consist of the following persons: Magnus Tell (Chairman of the nomination committee), Alecta; Gerald Engström, Färna Invest AB; Lennart Francke, Swedbank Robur Fonder.
新しいナラティブ • Feb 11Acquisitions And Operational Efficiencies Will Support Future Earnings Recent acquisitions and facility expansions indicate potential revenue growth through increased production capacity and market reach.
お知らせ • Jan 17+ 1 more updateSystemair AB (publ) (OM:SYSR) completed the acquisition of remaining 10% stake in Systemair-HSK from Eroglu family.Systemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in Systemair-HSK from Eroglu family on December 12, 2024. The acquisition is subject to approval from the Turkish competition authorities. The current Managing director Ayça Eroglu, will assist the company in the future through a board position. Upon completion, Systemair AB (publ) will own 100% stake in Systemair-HSK. The transaction is expected completed in the coming months. Systemair AB (publ) (OM:SYSR) completed the acquisition of remaining 10% stake in Systemair-HSK from Eroglu family on January 17, 2025. As of January 17, 2025 Turkish competition authorities have approved the transaction.
分析記事 • Jan 10Systemair AB (publ)'s (STO:SYSR) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 29.6x Systemair AB (publ) ( STO:SYSR ) may be sending bearish signals at...
お知らせ • Dec 13+ 1 more updateSystemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in HSK Türkiye.Systemair AB (publ) (OM:SYSR) agreed to acquire remaining 10% stake in HSK Türkiye on December 12, 2024. Upon completion, Systemair AB (publ) will own 100% stake in HSK Türkiye. The company has developed very well since the acquisition and sales have grown to about €55 million with about 350 employees. The current MD Ayça Eroglu, will assist the company in the future through a board position. The acquisition is subject to approval from the Turkish competition authorities and final approval is expected in the coming months.
分析記事 • Dec 07Systemair AB (publ) Just Beat EPS By 6.8%: Here's What Analysts Think Will Happen NextInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 4.7% to close at kr95.80 following...
Price Target Changed • Dec 06Price target increased by 8.4% to kr101Up from kr92.75, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of kr95.80. Stock is up 26% over the past year. The company is forecast to post earnings per share of kr3.89 for next year compared to kr3.10 last year.
Reported Earnings • Dec 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: kr1.14 (down from kr1.18 in 2Q 2024). Revenue: kr3.15b (down 1.3% from 2Q 2024). Net income: kr237.9m (down 2.8% from 2Q 2024). Profit margin: 7.6% (down from 7.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 05The Returns At Systemair (STO:SYSR) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
お知らせ • Nov 27Systemair AB (publ) to Report Q2, 2025 Results on Dec 04, 2024Systemair AB (publ) announced that they will report Q2, 2025 results at 7:00 AM, Central European Standard Time on Dec 04, 2024
分析記事 • Nov 04Is Now The Time To Look At Buying Systemair AB (publ) (STO:SYSR)?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Oct 17Calculating The Intrinsic Value Of Systemair AB (publ) (STO:SYSR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Systemair fair value estimate is kr87.01 With kr81.50 share...
分析記事 • Sep 27Systemair (STO:SYSR) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 12Systemair's (STO:SYSR) Soft Earnings Are Actually Better Than They AppearSystemair AB (publ)'s ( STO:SYSR ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
分析記事 • Sep 01The Systemair AB (publ) (STO:SYSR) First-Quarter Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Systemair AB (publ) ( STO:SYSR ) shareholders, because the company has just released its...
Reported Earnings • Aug 30First quarter 2025 earnings: Revenues miss analyst expectationsFirst quarter 2025 results: Revenue: kr3.11b (down 2.0% from 1Q 2024). Net income: kr209.7m (down 14% from 1Q 2024). Profit margin: 6.7% (down from 7.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.1%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 30Systemair AB (Publ) Approves Dividend, Payable on September 5, 2024Systemair AB (publ) at the Annual General Meeting held on August 29, 2024 approved dividend of SEK 1.20 per share. The record date was set to September 2, 2024. The dividend will be paid on September 5, 2024 through Euroclear Sweden AB.
分析記事 • Aug 22Systemair (STO:SYSR) Is Paying Out A Larger Dividend Than Last YearThe board of Systemair AB (publ) ( STO:SYSR ) has announced that it will be paying its dividend of SEK1.20 on the 5th...
Declared Dividend • Aug 18Dividend increased to kr1.20Dividend of kr1.20 is 9.1% higher than last year. Ex-date: 30th August 2024 Payment date: 5th September 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr3.10 (down from kr5.00 in FY 2023). Revenue: kr12.3b (up 1.6% from FY 2023). Net income: kr645.6m (down 38% from FY 2023). Profit margin: 5.3% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Aug 04Systemair AB (publ)'s (STO:SYSR) Business Is Trailing The Market But Its Shares Aren'tThere wouldn't be many who think Systemair AB (publ)'s ( STO:SYSR ) price-to-earnings (or "P/E") ratio of 24.5x is...
分析記事 • Jun 30Systemair AB (publ)'s (STO:SYSR) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights Systemair's estimated fair value is kr65.36 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 • Jun 07Systemair AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Systemair AB (publ) ( STO:SYSR ) had a good week, as its shares rose 2.2% to close at kr79.90 following...
Reported Earnings • Jun 05Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr3.10 (down from kr5.00 in FY 2023). Revenue: kr12.3b (up 1.6% from FY 2023). Net income: kr645.6m (down 38% from FY 2023). Profit margin: 5.3% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.1%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • May 22Is Now An Opportune Moment To Examine Systemair AB (publ) (STO:SYSR)?While Systemair AB (publ) ( STO:SYSR ) might not have the largest market cap around , it saw a double-digit share price...
お知らせ • May 09Systemair AB (publ) (OM:SYSR) acquired Phem Engineering Sdn. Bhd.Systemair AB (publ) (OM:SYSR) acquired Phem Engineering Sdn. Bhd. on May 8, 2024. Phem Engineering reported turnover of SEK 47 million for financial year ending in March 2024.Systemair AB (publ) (OM:SYSR) completed the acquisition of Phem Engineering Sdn. Bhd. on May 8, 2024.
分析記事 • May 03Systemair (STO:SYSR) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Apr 30Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at kr75.00. The fair value is estimated to be kr61.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
Buy Or Sell Opportunity • Apr 16Now 21% overvaluedOver the last 90 days, the stock has fallen 2.7% to kr74.30. The fair value is estimated to be kr61.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
分析記事 • Apr 15Do Systemair's (STO:SYSR) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Mar 28Is Systemair AB (publ) (STO:SYSR) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights The projected fair value for Systemair is kr61.41 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Mar 26Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to kr74.70. The fair value is estimated to be kr61.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 21% in the next 2 years.
分析記事 • Mar 13Systemair's (STO:SYSR) Promising Earnings May Rest On Soft FoundationsInvestors were disappointed with Systemair AB (publ)'s ( STO:SYSR ) earnings, despite the strong profit numbers. We...
分析記事 • Mar 08Systemair AB (publ) Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a sad week for Systemair AB (publ) ( STO:SYSR ), who've watched their investment drop 14% to kr70.00 in the...
Reported Earnings • Mar 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr0.12 loss per share (down from kr0.79 profit in 3Q 2023). Revenue: kr2.83b (down 7.1% from 3Q 2023). Net loss: kr24.9m (down 115% from profit in 3Q 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Sweden. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to kr79.50. The fair value is estimated to be kr66.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 4.6% in 2 years. Earnings are forecast to decline by 28% in the next 2 years.
お知らせ • Feb 21+ 1 more updateSystemair AB (publ), Annual General Meeting, Aug 29, 2024Systemair AB (publ), Annual General Meeting, Aug 29, 2024, at 15:00 Central European Standard Time.
Board Change • Feb 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Gunilla Spongh was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 09Systemair Discontinues Menerga's Production in GermanySystemair has decided to discontinue the production of the Menerga products in Muelheim an der Ruhr, Germany, in 2024. The factory currently manufactures highly efficient ventilation units for swimming pools, waterparks, and low energy buildings. The production in Muelheim an der Ruhr will be discontinued and in parallel production of Menerga products, in Systemair's existing plant in Slovenia, will be ramped up. The process is expected to be completed in 2024. Resources for product development, sales, and support will remain in Muelheim an der Ruhr. The service business, which is extensive, will remain unchanged. The structural change entails a cost of approximately SEK 125 million for severance pay and impairment of assets, which will be charged to operating profit for the third quarter of 2023. In connection with the changes, the product range is also reviewed, and upgraded to a new common technical platform.
分析記事 • Oct 31A Look At The Fair Value Of Systemair AB (publ) (STO:SYSR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Systemair fair value estimate is kr74.24 Current share price...
Recent Insider Transactions • Oct 29Key Executive recently bought kr460k worth of stockOn the 26th of October, Lars Nolaker bought around 8k shares on-market at roughly kr57.54 per share. This transaction increased Lars' direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.
Buying Opportunity • Oct 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be kr73.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 4.6% in 2 years. Earnings is forecast to decline by 15% in the next 2 years.
分析記事 • Oct 11At kr68.30, Is It Time To Put Systemair AB (publ) (STO:SYSR) On Your Watch List?Systemair AB (publ) ( STO:SYSR ), is not the largest company out there, but it saw a double-digit share price rise of...
