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HMS Networks AB (publ)

OM:HMS 株式レポート

時価総額:SEK 26.4b

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HMS Networks 過去の業績

過去 基準チェック /56

HMS Networksは、平均年間2.8%の収益成長を遂げていますが、 Communications業界の収益は、年間 減少しています。収益は、平均年間5.7% 14%収益成長率で 成長しています。 HMS Networksの自己資本利益率は15%であり、純利益率は14.5%です。

主要情報

2.79%

収益成長率

1.06%

EPS成長率

Communications 業界の成長49.70%
収益成長率13.95%
株主資本利益率14.99%
ネット・マージン14.55%
次回の業績アップデート21 Oct 2026

最近の業績更新

Recent updates

User avatar
ナラティブ更新 • Jul 29

HMS: Future Performance To Balance Semiconductor Demand With Sector Headwinds

Analysts have reduced their price target for HMS Networks from SEK 550 to SEK 523 as they update their assumptions on revenue growth, profit margins, discount rate and future P/E in their valuation work. What’s in the News for HMS Networks HMS Networks reported Q2 2026 order intake up 20% and net sales up 18%, supported by demand from the semiconductor industry.
分析記事 • Jul 17

HMS Networks AB (publ) (STO:HMS) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

As you might know, HMS Networks AB (publ) ( STO:HMS ) recently reported its quarterly numbers. The result was positive...
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ナラティブ更新 • Jul 15

HMS: Dividend Strength And Higher Margins Will Support Future Upside

Analysts have lifted their price target on HMS Networks from SEK 670 to SEK 704, citing updated assumptions around discount rates, profit margins, and long term P/E expectations, despite more cautious recent Street research commentary. What's in the News HMS Networks reported Q2 2026 order intake up 20% and net sales up 18%, driven largely by demand from the semiconductor industry, according to recent earnings coverage.
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ナラティブ更新 • Jun 29

HMS: Fair Outlook Balances Execution Risks With Industrial Ethernet Market Strength

The analyst price target for HMS Networks has shifted from SEK 483 to SEK 550, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E multiples following a mix of recent upgrades and downgrades on the stock. Analyst Commentary Recent research on HMS Networks reflects a split view, with some analysts turning more cautious even as the overall price target moves to SEK 550.
分析記事 • Jun 22

HMS Networks (OM:HMS) Stock Could Be 12.2% Undervalued After New Ethernet Market Data

HMS Networks stock reacts to new industrial Ethernet market data HMS Networks (OM:HMS) has drawn fresh attention after releasing 2025 industrial networking statistics showing industrial Ethernet technologies accounted for 79% of new nodes, with fieldbus usage continuing to decline. The data also highlights 12% growth in industrial Ethernet and confirms that Profinet, Ethernet/IP, and EtherCat together represented 75% of the global industrial Ethernet market, underscoring the role of HMS...
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ナラティブ更新 • Jun 15

HMS: Cybersecurity Positioning Will Support A Higher Future Earnings Multiple

Analysts now see fair value for HMS Networks at SEK 586.80, up from SEK 496.67, citing mixed recent rating moves and updated assumptions around discount rates, revenue growth, margins, and future P/E multiples. Analyst Commentary Recent research on HMS Networks reflects a split view, with some analysts turning more constructive and others becoming more cautious.
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ナラティブ更新 • Jun 01

HMS: Dividend Payout And Maintained Assumptions Will Support Future Upside

Analysts have held their SEK 670 price target for HMS Networks steady, citing relatively unchanged long term assumptions around revenue growth, profit margins and future P/E, despite mixed recent ratings moves from different research houses. Analyst Commentary Recent research highlights a split in sentiment, with some analysts turning more cautious while others see room for upside in HMS Networks based on its existing fundamentals and valuation framework.
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ナラティブ更新 • May 14

HMS: Higher Fair Value And Dividend Are Expected To Support Future Upside

Analysts have raised the fair value estimate for HMS Networks from SEK 570 to SEK 670. This change reflects updated views on revenue growth, profit margins and future P/E multiples, following mixed recent research in which some firms turned more cautious and others more positive on the stock.
分析記事 • Apr 27

HMS Networks AB (publ) Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

HMS Networks AB (publ) ( STO:HMS ) just released its first-quarter report and things are looking bullish. HMS Networks...
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ナラティブ更新 • Apr 21

HMS: Recent Upgrades And Proposed Dividend Are Expected To Support Future Upside

Analysts keep their SEK 570.00 price target for HMS Networks intact, citing slightly higher modeled revenue growth and profit margin assumptions, partly offset by a modestly lower future P/E multiple after recent upgrades from Danske Bank and Nordea. Analyst Commentary Recent Street research on HMS Networks points to a more confident tone, with bullish analysts highlighting a combination of growth potential, execution and valuation support behind their upgraded views.
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ナラティブ更新 • Apr 06

HMS: Recent Rating Upgrades Will Support Shares If Execution Remains Solid

Analysts have lifted their price target for HMS Networks to SEK 483, citing slightly stronger assumptions for long term revenue growth and profitability along with recent rating upgrades from major banks. Analyst Commentary Recent research has highlighted a mix of confidence in the long term story for HMS Networks and a more careful stance on shorter term execution and valuation risks.
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ナラティブ更新 • Mar 23

HMS: Recent Upgrades And Proposed Dividend Are Expected To Drive Future Upside

Analysts have raised their fair value estimate for HMS Networks to SEK 570 from SEK 550, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, supported by recent upgrades from Nordea and Pareto. Analyst Commentary Recent research updates point to a more constructive view on HMS Networks, with bullish analysts revisiting their assumptions on growth, profitability and valuation.
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ナラティブ更新 • Mar 09

HMS: I Expect Constructive Rating Upgrades To Support Future Share Performance

Analysts have lifted their HMS Networks fair value estimate from SEK 440 to SEK 483, reflecting updated assumptions on the discount rate, growth, margins and P/E following recent upgrades and more constructive research on the shares. Analyst Commentary Recent research on HMS Networks has turned more constructive, with several firms expressing greater confidence in the shares and aligning price targets closer to the updated SEK 483 fair value estimate.
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ナラティブ更新 • Feb 22

HMS: Recent Rating Upgrades And Dividend Proposal Will Support Future Upside

Analysts have lifted their price target on HMS Networks to SEK 550, up from SEK 480, citing updated research that points to slightly stronger assumptions for long term growth and profitability, supported by recent rating upgrades. Analyst Commentary Recent research has pointed to a more constructive view on HMS Networks, with bullish analysts updating their models and signalling greater confidence in the company’s long term growth and profitability assumptions.
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ナラティブ更新 • Feb 08

HMS: Recent Rating Upgrades And New Dividend Policy Will Support Future Upside

Analysts have raised their price target for HMS Networks to SEK 550 from SEK 545, citing recent ratings upgrades and updated views on revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research points to a more positive stance on HMS Networks, with bullish analysts revisiting their assumptions on revenue growth, margins, and P/E levels when setting new price targets.
User avatar
ナラティブ更新 • Jan 25

HMS: Upgraded Rating And SEK 480 Outlook Will Support Future Earnings Upside

Analysts have lifted their price target on HMS Networks to SEK 480, citing slightly higher assumed revenue growth, profit margin and discount rate, along with a modestly adjusted future P/E multiple. Together, these factors support a refreshed view on the shares.
User avatar
ナラティブ更新 • Jan 10

HMS: Acquisition-Focused Expansion Will Drive Future Earnings Upside Potential

Analysts have kept their price target for HMS Networks steady at SEK545.00, with the unchanged fair value reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that they see as offsetting each other overall. What's in the News HMS Networks AB (publ) plans to continue looking for acquisitions as part of its growth approach, alongside its existing internal growth efforts (Key Developments).
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ナラティブ更新 • Dec 26

HMS: Acquisition-Led Expansion Will Drive Stronger Long-Term Earnings Power

Analysts have modestly reduced their price target on HMS Networks, trimming fair value from SEK 575 to SEK 545. Slightly higher discount rates and a lower projected future P E multiple offset marginally stronger expectations for revenue growth, while profit margins are expected to remain broadly unchanged.
User avatar
ナラティブ更新 • Dec 12

HMS: Acquisition-Fueled Expansion Will Drive Stronger Long-Term Earnings Power

Analysts have trimmed their price target on HMS Networks by SEK 20 to SEK 575, reflecting slightly more cautious assumptions on revenue growth and profit margins, while also applying a marginally lower discount rate and a modestly higher future P E multiple. What's in the News HMS Networks plans to actively pursue further acquisitions, aiming to drive roughly half of its future growth through M&A and half through organic expansion (company presentation).
分析記事 • Oct 05

Investors Still Waiting For A Pull Back In HMS Networks AB (publ) (STO:HMS)

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 23x, you may consider HMS...
分析記事 • Aug 16

A Look At The Intrinsic Value Of HMS Networks AB (publ) (STO:HMS)

Key Insights HMS Networks' estimated fair value is kr452 based on 2 Stage Free Cash Flow to Equity HMS Networks' kr425...
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ナラティブ更新 • Aug 06

Red Lion And PEAK-System Integration Will Drive Efficiency Improvements

The upward revision in HMS Networks’ price target is primarily driven by a significant increase in consensus revenue growth forecasts, while profit margins remain stable, resulting in the target rising from SEK496.67 to SEK528.33. Valuation Changes Summary of Valuation Changes for HMS Networks The Consensus Analyst Price Target has risen from SEK496.67 to SEK528.33.
分析記事 • Jun 14

Is It Too Late To Consider Buying HMS Networks AB (publ) (STO:HMS)?

While HMS Networks AB (publ) ( STO:HMS ) might not have the largest market cap around , it saw a double-digit share...
分析記事 • May 27

Is HMS Networks (STO:HMS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Apr 26

HMS Networks AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

A week ago, HMS Networks AB (publ) ( STO:HMS ) came out with a strong set of first-quarter numbers that could...
分析記事 • Apr 19

Why We're Not Concerned Yet About HMS Networks AB (publ)'s (STO:HMS) 27% Share Price Plunge

HMS Networks AB (publ) ( STO:HMS ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 • Apr 18

We Think Shareholders May Want To Consider A Review Of HMS Networks AB (publ)'s (STO:HMS) CEO Compensation Package

Key Insights HMS Networks to hold its Annual General Meeting on 24th of April CEO Staffan Dahlstrom's total...
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新しいナラティブ • Mar 18

Integration Of Red Lion And PEAK-System Will Strengthen Future Market Position

Strategic acquisitions and product launches are set to boost revenue and profitability by leveraging established market positions and new customer segments.
分析記事 • Feb 09

Investors Appear Satisfied With HMS Networks AB (publ)'s (STO:HMS) Prospects As Shares Rocket 25%

HMS Networks AB (publ) ( STO:HMS ) shareholders have had their patience rewarded with a 25% share price jump in the...
分析記事 • Feb 05

There May Be Some Bright Spots In HMS Networks' (STO:HMS) Earnings

HMS Networks AB (publ)'s ( STO:HMS ) stock was strong despite it releasing a soft earnings report last week. Our...
分析記事 • Jan 21

Estimating The Fair Value Of HMS Networks AB (publ) (STO:HMS)

Key Insights The projected fair value for HMS Networks is kr468 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Jul 21

Weak Statutory Earnings May Not Tell The Whole Story For HMS Networks (STO:HMS)

The subdued market reaction suggests that HMS Networks AB (publ)'s ( STO:HMS ) recent earnings didn't contain any...
分析記事 • Mar 19

Estimating The Fair Value Of HMS Networks AB (publ) (STO:HMS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, HMS Networks fair value estimate is kr408 HMS Networks' kr440...

収支内訳

HMS Networks 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

OM:HMS 収益、費用、利益 ( )SEK Millions
日付収益収益G+A経費研究開発費
30 Jun 263,8065541,053333
31 Mar 263,6584821,023327
31 Dec 253,5774351,018332
30 Sep 253,4334381,031329
30 Jun 253,3313691,013327
31 Mar 253,3333181,033319
31 Dec 243,059310972287
30 Sep 243,013346937288
30 Jun 243,010423913294
31 Mar 242,868506859296
31 Dec 233,025571870319
30 Sep 233,029612850303
30 Jun 232,864575797287
31 Mar 232,762568740271
31 Dec 222,506508670253
30 Sep 222,313443634239
30 Jun 222,161392603233
31 Mar 222,034377567227
31 Dec 211,972355546226
30 Sep 211,807324500215
30 Jun 211,680302464201
31 Mar 211,561266435192
31 Dec 201,467223435175
30 Sep 201,408235436178
30 Jun 201,439219448179
31 Mar 201,500212479181
31 Dec 191,519206472188
30 Sep 191,535180466186
30 Jun 191,513184457186
31 Mar 191,426175435174
31 Dec 181,366171422162
30 Sep 181,304149417153
30 Jun 181,255142403148
31 Mar 181,224140388146
31 Dec 171,183143371140
30 Sep 171,147149344136
30 Jun 171,096142330130
31 Mar 171,030128316122
31 Dec 16952100305119
30 Sep 1686278283113
30 Jun 1678861263109
31 Mar 1673251242109
31 Dec 1570260226103
30 Sep 1568366218101

質の高い収益: HMSは 高品質の収益 を持っています。

利益率の向上: HMSの現在の純利益率 (14.5%)は、昨年(11.1%)よりも高くなっています。


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: HMSの収益は過去 5 年間で年間2.8%増加しました。

成長の加速: HMSの過去 1 年間の収益成長率 ( 50.2% ) は、5 年間の平均 ( 年間2.8%を上回っています。

収益対業界: HMSの過去 1 年間の収益成長率 ( 50.2% ) はCommunications業界29%を上回りました。


株主資本利益率

高いROE: HMSの 自己資本利益率 ( 15% ) 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

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 18:14
終値2026/09/10 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した 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

HMS Networks AB (publ) 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
null nullABG Sundal Collier
Fredrik NilssonABG Sundal Collier Sponsored
Viktor HögbergDanske Bank

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