View ValuationSPIE 将来の成長Future 基準チェック /46SPIE利益と収益がそれぞれ年間20.5%と5.7%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21.7% 20.7%なると予測されています。主要情報20.5%収益成長率20.73%EPS成長率Commercial Services 収益成長13.5%収益成長率5.7%将来の株主資本利益率21.70%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Nov 01SPIE SA Provides Earnings Guidance for the Year 2025SPIE SA provided earnings guidance for the year 2025. For the year, the company expects strong total growth pushing revenue well above the €10 billion mark, including further organic growth and active bolt-on M&A.すべての更新を表示Recent updatesお知らせ • Mar 26SPIE SA (ENXTPA:SPIE) agreed to acquire SGS Industrial Services GmbH.SPIE SA (ENXTPA:SPIE) entered into an agreement to acquire SGS Industrial Services GmbH on March 25, 2026. The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is March 26, 2026 to June 30, 2026. In 2025, SGS Industrial Services generated revenues of c. €180 million with margins slightly north of 10%. The experienced management with Andreas Hofinger, Christian Gittmaier and Sandra Ponsold will continue to lead the operational business.お知らせ • Mar 25SPIE SA, Annual General Meeting, Apr 30, 2026SPIE SA, Annual General Meeting, Apr 30, 2026. Location: hotel des arts metiers, 9 bis avenue d iena, paris Franceお知らせ • Mar 06+ 3 more updatesSPIE SA Announces CEO Changes, Effective 30 April 2026SPIE SA announced that Mr. Gauthier Louette has informed the Board of Directors of his decision not to seek the renewal of his functions of Chief Executive Officer at the end of his current term of office, taking effect at the close of the annual general shareholders’ meeting to be held on 30 April 2026. This decision is pursuant to the age limit set by SPIE’s by-laws. Mr. Gauthier Louette led the Company for nearly 23 years, effectively transforming SPIE into a strong, pan-European player, at the forefront of the energy transition, with a performance at the very top of the industry. He notably successfully led the Company’s IPO in June 2015, with a market capitalization that has tripled since then. Upon recommendations of the Nominations and Compensation Committee and in accordance with the Group’s succession plan, which included an assessment of potential external candidates, the Board of Directors has decided to adopt a new governance structure with a separation of the functions of Chairman of the Board of Directors and Chief Executive Officer, which it considers the most appropriate structure to accompany this new period in the best interests of the Company and all its stakeholders. Accordingly, the Board of Directors has decided to appoint Mr. Markus Holzke as Chief Executive Officer, with effect following the annual general shareholders meeting to be held on 30 April 2026. The appointment of Mr. Markus Holzke as Chief Executive Officer of the Company is fully in line with SPIE's management values and strategic ambition. Having joined SPIE in 2013 through the acquisition of Hochtief service solutions, Mr. Markus Holzke has served since 2014 as the chief executive officer of SPIE in Germany and Central Europe, demonstrating an in-depth knowledge and comprehensive understanding of SPIE’s operations and business model. Under his unwavering commitment, the German business has grown from a c.€650 million to a €3.6 billion revenue, becoming the Group’s largest revenue contributor and its primary growth driver, reaching c.35% of the Group’s consolidated production and EBITA in 2025.Notably with the acquisition of SAG Group in 2017, a landmark platform transaction that positioned SPIE as the leading player in transmission and distribution services in Germany, Mr. Markus Holzke has successfully driven the deployment of SPIE’s acquisition-led growth strategy. Since 2014, the German segment has been at the forefront of the Group’s disciplined growth, with 2 platform and 26 bolt-on acquisitions. Markus Holzke: Mr. Markus Holzke, aged 52, spent 12 years with the Bundeswehrand earned an MBA from the University of the German Federal Armed Forcesin Munich. Mr. Markus Holzke joined TÜV Süd AG in 2006 where he held different positions including VP finance for the Asia-Pacific region. In 2010, he joined Hochtief Solutions AG and became the chief financial officer of the service segment in 2012. He joined SPIE in 2013 following the acquisition of Hochtief Solutions’ service business. Since 2014, he has served as chief executive officer of SPIE Deutschland & Zentraleuropa, which became SPIE Germany Switzerland Austria in 2024.お知らせ • Mar 04SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 99% stake in Rofa industrial Automation AG.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 99% stake in Rofa industrial Automation AG on March 2, 2025. Upon completion, the remaining 1% shareholding will be retained by the current management team, who remain in place and will contribute to pursuing business development. The acquisition will be self-financed with a limited impact on its leverage ratio. For the period ending December 31, 2025, Rofa industrial Automation AG reported total revenue of €430 million. The transaction EBITA multiple is high single digit. The transaction should result in a mid-single digit adjusted EPS accretion for the Group as soon as the first year of consolidation. The transaction is subject only to antitrust approval and expected to be completed in Q2 2026. Ingo Strauss, Lucas Schweitzer, Katharina Intfeld, Susan Kempe-Mller, Sven Nickel, Tobias Klass, Florian Dehmel, Tilman Kuhn and Joachim Grittmann of Latham & Watkins LLP acted as legal advisor to SPIE SA. Jochem Reichert, Jan Friedrichson, Christoph Kiegler, André Reinhard, Michael M. Cohen, Maria Held, Alexander Stolz, Steffen Henn of SZA Schilling, Zutt & Anschütz acted as legal advisor to the shareholders of Rofa industrial Automation AG.お知らせ • Dec 12SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 93% stake in Artemys SARL.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 93% stake in Artemys SARL on December 11, 2025. For the period ending December 31, 2024, Artemys SARL reported total revenue of €82 million. The transaction is subject to subject to antitrust regulations. The transaction is expected to be finalized by early 2026.お知らせ • Dec 09SPIE SA (ENXTPA:SPIE) acquired Cyqueo GmbH.SPIE SA (ENXTPA:SPIE) acquired Cyqueo GmbH on December 8, 2025. For the period ending December 31, 2024, Cyqueo GmbH reported total revenue of approximately €20 million. SPIE SA (ENXTPA:SPIE) completed the acquisition of Cyqueo GmbH on December 8, 2025. Marvin März and Leander Schilling of Lincoln International AG acted as financial advisor for Cyqueo GmbH. Sebastian Pauls, Susanne Decker, and Andreas Holzgreve of Weil, Gotshal & Manges LLP.お知らせ • Dec 04SPIE SA Announces Leadership ChangeSPIE announced a leadership change in Central Europe, welcoming Lukasz Nowiski as successor to Pawel Skowroski. Effective from December 31, 2025, Dr. Pawel Skowroski will step down from his position as Managing Director of SPIE Central Europe and Member of the SPIE Group Executive Committee. Since 2018, he has driven the successful growth of SPIE's business units in Poland, Slovakia, Czech Republic and Hungary. Effective from January 1, 2026, Lukasz Nowiski, who is currently heading SPIE's operations in Poland, will be appointed Managing Director of SPIE Central Europe and will join the SPIE Group Executive Committee. He is 49 years old and graduated from WSB-National Louis University in Poland with master's degree in management and foreign Affairs. He was CEO of Assa Abloy in Poland for over 5 years before joining SPIE in 2017 through the acquisition of Agis Group, where he held the position of CEO since 2012. He then led the acquisition team in Central Europe, achieving 5 deals, before becoming the Managing Director of Poland in 2024.お知らせ • Nov 29SPIE SA Announces Stepping Down of Trudy Schoolenberg as Independent Director, Effective December 31, 2025SPIE SA announced that for personal reasons, Mrs. Trudy Schoolenberg has decided to step down from her position as Independent Director and to leave the Board of SPIE on December 31st, 2025. Trudy Schoolenberg joined the Board of Directors of SPIE SA in November 2021. Her co-optation was ratified at the General Meeting of 11 May 2022. During her time on the Board, she played an active role and sat on the CSR & Governance committee Following Mrs. Schoolenberg’s departure, the Board will count 11 members, of which 5 are female members and 7 are Independent Directors. As of January 1st, 2026, women will account for 56% of the Board, including the director representing employee shareholders, while independent directors will represent 64%.お知らせ • Nov 12SPIE SA (ENXTPA:SPIE) signs an agreement to acquire 89% stake in Pik AG.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 89% stake in Pik AG on November 11, 2025. Pik AG management team Christoph Wegner, Christian Hieckel, Daniel Gallin, and André Rechenberg will continue to lead the company’s future development. The remaining 11% of Pik AG of the shares are held by the previous owner and the management team. The agreement includes put and call mechanisms related to these 11%. For the period ending December 31, 2024, Pik AG reported total revenue around €42 million. The transaction is subject to subject to antitrust regulations. The transaction is expected to complete in December 2025. Sebastian Zajons, André Laner, Philipp Dille, Matthias Krankowsky and Tobias Maximilian Fritz of RSM Ebner Stolz Management Consultants GmbH acted as accountant to PIK AG.お知らせ • Nov 01SPIE SA Provides Earnings Guidance for the Year 2025SPIE SA provided earnings guidance for the year 2025. For the year, the company expects strong total growth pushing revenue well above the €10 billion mark, including further organic growth and active bolt-on M&A.お知らせ • Oct 08SPIE SA (ENXTPA:SPIE) agreed to acquire Ecoexperts Automation GmbH.SPIE SA (ENXTPA:SPIE) agreed to acquire Ecoexperts Automation GmbH on October 7, 2025. For the period ending December 31, 2024, Ecoexperts Automation GmbH reported total revenue of €7 million. The transaction is subject to subject to antitrust regulations. The final closing of the transaction is expected by the end of the year.お知らせ • Sep 12+ 1 more updateSPIE SA to Report Q3, 2026 Results on Oct 30, 2026SPIE SA announced that they will report Q3, 2026 results on Oct 30, 2026業績と収益の成長予測OTCPK:SPII.Y - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202812,677490790961712/31/202711,9634507528851112/31/202611,1813986948111112/31/202510,492176812887N/A9/30/202510,423190892969N/A6/30/202510,3552039721,052N/A3/31/202510,182238902986N/A12/31/202410,009273832921N/A9/30/20249,673248792877N/A6/30/20249,337222752834N/A3/31/20249,076230702774N/A12/31/20238,814239652713N/A9/30/20238,690195580640N/A6/30/20238,565152509566N/A3/31/20238,382152510572N/A12/31/20228,200152512577N/A9/30/20227,869168501570N/A6/30/20227,539185490562N/A3/31/20227,305177469539N/A12/31/20217,072169449516N/A9/30/20217,045161399462N/A6/30/20217,019152349407N/A3/31/20216,880103422484N/A12/31/20206,74153494560N/A9/30/20206,78461N/AN/AN/A6/30/20206,82768613685N/A3/31/20206,935114488559N/A12/31/20197,043159362432N/A9/30/20196,964176N/AN/AN/A6/30/20196,886192N/A395N/A3/31/20196,818177N/A380N/A12/31/20186,750162N/A366N/A9/30/20186,683124N/AN/AN/A6/30/20186,61687N/A161N/A3/31/20186,400100N/A229N/A12/31/20176,185114N/A297N/A9/30/20175,724154N/AN/AN/A6/30/20175,263193N/A259N/A3/31/20175,124194N/A309N/A12/31/20164,985196N/A358N/A9/30/20165,094153N/AN/AN/A6/30/20165,203109N/A310N/A3/31/20165,33360N/A400N/A12/31/20155,43151N/A273N/A9/30/20155,46312N/AN/AN/A6/30/20155,496-27N/A191N/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: SPII.Yの予測収益成長率 (年間20.5% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: SPII.Yの収益 ( 20.5% ) はUS市場 ( 16.8% ) 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: SPII.Yの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SPII.Yの収益 ( 5.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: SPII.Yの収益 ( 5.7% ) 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: SPII.Yの 自己資本利益率 は、3年後には高くなると予測されています ( 21.7 %)成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 04:10終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SPIE SA 11 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。19 アナリスト機関Anna PatriceBerenbergAleksander PetercBernsteinLaurent GelebartBNP Paribas16 その他のアナリストを表示
お知らせ • Nov 01SPIE SA Provides Earnings Guidance for the Year 2025SPIE SA provided earnings guidance for the year 2025. For the year, the company expects strong total growth pushing revenue well above the €10 billion mark, including further organic growth and active bolt-on M&A.
お知らせ • Mar 26SPIE SA (ENXTPA:SPIE) agreed to acquire SGS Industrial Services GmbH.SPIE SA (ENXTPA:SPIE) entered into an agreement to acquire SGS Industrial Services GmbH on March 25, 2026. The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is March 26, 2026 to June 30, 2026. In 2025, SGS Industrial Services generated revenues of c. €180 million with margins slightly north of 10%. The experienced management with Andreas Hofinger, Christian Gittmaier and Sandra Ponsold will continue to lead the operational business.
お知らせ • Mar 25SPIE SA, Annual General Meeting, Apr 30, 2026SPIE SA, Annual General Meeting, Apr 30, 2026. Location: hotel des arts metiers, 9 bis avenue d iena, paris France
お知らせ • Mar 06+ 3 more updatesSPIE SA Announces CEO Changes, Effective 30 April 2026SPIE SA announced that Mr. Gauthier Louette has informed the Board of Directors of his decision not to seek the renewal of his functions of Chief Executive Officer at the end of his current term of office, taking effect at the close of the annual general shareholders’ meeting to be held on 30 April 2026. This decision is pursuant to the age limit set by SPIE’s by-laws. Mr. Gauthier Louette led the Company for nearly 23 years, effectively transforming SPIE into a strong, pan-European player, at the forefront of the energy transition, with a performance at the very top of the industry. He notably successfully led the Company’s IPO in June 2015, with a market capitalization that has tripled since then. Upon recommendations of the Nominations and Compensation Committee and in accordance with the Group’s succession plan, which included an assessment of potential external candidates, the Board of Directors has decided to adopt a new governance structure with a separation of the functions of Chairman of the Board of Directors and Chief Executive Officer, which it considers the most appropriate structure to accompany this new period in the best interests of the Company and all its stakeholders. Accordingly, the Board of Directors has decided to appoint Mr. Markus Holzke as Chief Executive Officer, with effect following the annual general shareholders meeting to be held on 30 April 2026. The appointment of Mr. Markus Holzke as Chief Executive Officer of the Company is fully in line with SPIE's management values and strategic ambition. Having joined SPIE in 2013 through the acquisition of Hochtief service solutions, Mr. Markus Holzke has served since 2014 as the chief executive officer of SPIE in Germany and Central Europe, demonstrating an in-depth knowledge and comprehensive understanding of SPIE’s operations and business model. Under his unwavering commitment, the German business has grown from a c.€650 million to a €3.6 billion revenue, becoming the Group’s largest revenue contributor and its primary growth driver, reaching c.35% of the Group’s consolidated production and EBITA in 2025.Notably with the acquisition of SAG Group in 2017, a landmark platform transaction that positioned SPIE as the leading player in transmission and distribution services in Germany, Mr. Markus Holzke has successfully driven the deployment of SPIE’s acquisition-led growth strategy. Since 2014, the German segment has been at the forefront of the Group’s disciplined growth, with 2 platform and 26 bolt-on acquisitions. Markus Holzke: Mr. Markus Holzke, aged 52, spent 12 years with the Bundeswehrand earned an MBA from the University of the German Federal Armed Forcesin Munich. Mr. Markus Holzke joined TÜV Süd AG in 2006 where he held different positions including VP finance for the Asia-Pacific region. In 2010, he joined Hochtief Solutions AG and became the chief financial officer of the service segment in 2012. He joined SPIE in 2013 following the acquisition of Hochtief Solutions’ service business. Since 2014, he has served as chief executive officer of SPIE Deutschland & Zentraleuropa, which became SPIE Germany Switzerland Austria in 2024.
お知らせ • Mar 04SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 99% stake in Rofa industrial Automation AG.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 99% stake in Rofa industrial Automation AG on March 2, 2025. Upon completion, the remaining 1% shareholding will be retained by the current management team, who remain in place and will contribute to pursuing business development. The acquisition will be self-financed with a limited impact on its leverage ratio. For the period ending December 31, 2025, Rofa industrial Automation AG reported total revenue of €430 million. The transaction EBITA multiple is high single digit. The transaction should result in a mid-single digit adjusted EPS accretion for the Group as soon as the first year of consolidation. The transaction is subject only to antitrust approval and expected to be completed in Q2 2026. Ingo Strauss, Lucas Schweitzer, Katharina Intfeld, Susan Kempe-Mller, Sven Nickel, Tobias Klass, Florian Dehmel, Tilman Kuhn and Joachim Grittmann of Latham & Watkins LLP acted as legal advisor to SPIE SA. Jochem Reichert, Jan Friedrichson, Christoph Kiegler, André Reinhard, Michael M. Cohen, Maria Held, Alexander Stolz, Steffen Henn of SZA Schilling, Zutt & Anschütz acted as legal advisor to the shareholders of Rofa industrial Automation AG.
お知らせ • Dec 12SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 93% stake in Artemys SARL.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 93% stake in Artemys SARL on December 11, 2025. For the period ending December 31, 2024, Artemys SARL reported total revenue of €82 million. The transaction is subject to subject to antitrust regulations. The transaction is expected to be finalized by early 2026.
お知らせ • Dec 09SPIE SA (ENXTPA:SPIE) acquired Cyqueo GmbH.SPIE SA (ENXTPA:SPIE) acquired Cyqueo GmbH on December 8, 2025. For the period ending December 31, 2024, Cyqueo GmbH reported total revenue of approximately €20 million. SPIE SA (ENXTPA:SPIE) completed the acquisition of Cyqueo GmbH on December 8, 2025. Marvin März and Leander Schilling of Lincoln International AG acted as financial advisor for Cyqueo GmbH. Sebastian Pauls, Susanne Decker, and Andreas Holzgreve of Weil, Gotshal & Manges LLP.
お知らせ • Dec 04SPIE SA Announces Leadership ChangeSPIE announced a leadership change in Central Europe, welcoming Lukasz Nowiski as successor to Pawel Skowroski. Effective from December 31, 2025, Dr. Pawel Skowroski will step down from his position as Managing Director of SPIE Central Europe and Member of the SPIE Group Executive Committee. Since 2018, he has driven the successful growth of SPIE's business units in Poland, Slovakia, Czech Republic and Hungary. Effective from January 1, 2026, Lukasz Nowiski, who is currently heading SPIE's operations in Poland, will be appointed Managing Director of SPIE Central Europe and will join the SPIE Group Executive Committee. He is 49 years old and graduated from WSB-National Louis University in Poland with master's degree in management and foreign Affairs. He was CEO of Assa Abloy in Poland for over 5 years before joining SPIE in 2017 through the acquisition of Agis Group, where he held the position of CEO since 2012. He then led the acquisition team in Central Europe, achieving 5 deals, before becoming the Managing Director of Poland in 2024.
お知らせ • Nov 29SPIE SA Announces Stepping Down of Trudy Schoolenberg as Independent Director, Effective December 31, 2025SPIE SA announced that for personal reasons, Mrs. Trudy Schoolenberg has decided to step down from her position as Independent Director and to leave the Board of SPIE on December 31st, 2025. Trudy Schoolenberg joined the Board of Directors of SPIE SA in November 2021. Her co-optation was ratified at the General Meeting of 11 May 2022. During her time on the Board, she played an active role and sat on the CSR & Governance committee Following Mrs. Schoolenberg’s departure, the Board will count 11 members, of which 5 are female members and 7 are Independent Directors. As of January 1st, 2026, women will account for 56% of the Board, including the director representing employee shareholders, while independent directors will represent 64%.
お知らせ • Nov 12SPIE SA (ENXTPA:SPIE) signs an agreement to acquire 89% stake in Pik AG.SPIE SA (ENXTPA:SPIE) signed an agreement to acquire 89% stake in Pik AG on November 11, 2025. Pik AG management team Christoph Wegner, Christian Hieckel, Daniel Gallin, and André Rechenberg will continue to lead the company’s future development. The remaining 11% of Pik AG of the shares are held by the previous owner and the management team. The agreement includes put and call mechanisms related to these 11%. For the period ending December 31, 2024, Pik AG reported total revenue around €42 million. The transaction is subject to subject to antitrust regulations. The transaction is expected to complete in December 2025. Sebastian Zajons, André Laner, Philipp Dille, Matthias Krankowsky and Tobias Maximilian Fritz of RSM Ebner Stolz Management Consultants GmbH acted as accountant to PIK AG.
お知らせ • Nov 01SPIE SA Provides Earnings Guidance for the Year 2025SPIE SA provided earnings guidance for the year 2025. For the year, the company expects strong total growth pushing revenue well above the €10 billion mark, including further organic growth and active bolt-on M&A.
お知らせ • Oct 08SPIE SA (ENXTPA:SPIE) agreed to acquire Ecoexperts Automation GmbH.SPIE SA (ENXTPA:SPIE) agreed to acquire Ecoexperts Automation GmbH on October 7, 2025. For the period ending December 31, 2024, Ecoexperts Automation GmbH reported total revenue of €7 million. The transaction is subject to subject to antitrust regulations. The final closing of the transaction is expected by the end of the year.
お知らせ • Sep 12+ 1 more updateSPIE SA to Report Q3, 2026 Results on Oct 30, 2026SPIE SA announced that they will report Q3, 2026 results on Oct 30, 2026