View Future GrowthNeinor Homes 過去の業績過去 基準チェック /16Neinor Homesの収益は年間平均-3%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間1.2% 5.7%割合で 減少しています。 Neinor Homesの自己資本利益率は5.6%であり、純利益率は12%です。主要情報-3.04%収益成長率-4.87%EPS成長率Consumer Durables 業界の成長24.52%収益成長率-5.71%株主資本利益率5.61%ネット・マージン12.00%前回の決算情報30 Jun 2025最近の業績更新お知らせ • Jan 09Neinor Homes, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Neinor Homes, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Jan 15+ 1 more updateNeinor Homes, S.A. to Report First Half, 2025 Results on Jul 24, 2025Neinor Homes, S.A. announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Jul 20Neinor Homes, S.A. to Report First Half, 2024 Results on Jul 25, 2024Neinor Homes, S.A. announced that they will report first half, 2024 results on Jul 25, 2024すべての更新を表示Recent updatesお知らせ • Apr 23Neinor Homes, S.A. Announces CEO ChangesThe Board of Directors of Neinor Homes has approved an orderly succession plan under which the current CEO, Borja García-Egotxeaga, will step down at the end of 2026, after eight years leading the company. As part of this transition process, Jordi Argemí, current Deputy CEO and CFO, has been appointed Co-CEO and will assume the role of CEO from 1 January 2027, ensuring a smooth transition and full continuity in the execution of the company’s strategy. The aforementioned actions will be carried out through the corresponding corporate process. The appointment of Jordi Argemí as CEO reflects a natural evolution of the management team, given his central role in the definition and execution of Neinor’s strategy. Over recent years, Jordi Argemí has been directly involved in the company’s key strategic decisions, as well as in the corporate transactions that have driven its growth. These include the merger by absorption with Quabit, the partnership with Bain Capital for the development and management of Habitat, the growth and consolidation of the Asset Management business and, more recently, the acquisition of AEDAS Homes. His discipline in financial management and capital allocation, together with his leadership in executing the company’s business plans, have been instrumental in Neinor’s growth and in strengthening its position as a sector leader.お知らせ • Apr 09Neinor Homes, S.A. Reiterates Earnings Guidance for the Year 2026 and 2027Neinor Homes, S.A. reiterated earnings guidance for the year 2026 and 2027. for the year 2026, the company expects to deliver 5,000 units to 7,000 units per year, total revenues of €1.6 billion to €1.8 billion in 2026, Net Income is forecast to increase from €120 million to €140 million in 2026, EPS is expected to reach €1.21 to €1.42 in 2026. For the year 2027, the company expects total revenues of €1.5 billion to €1.6 billion, Net Income is forecast to increase from €120 million to €140 million in 2026 to €150 million to €170 million in 2027, mainly driven by strong underlying business margins and lower financial expenses. EPS is expected to reach €1.52 to €1.72 in 2027.お知らせ • Apr 01Neinor Homes, S.A. (BME:HOME) announces an Equity Buyback for 3,000,000 shares, for €50 million.Neinor Homes, S.A. (BME:HOME) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares for €50 million. The purpose of the program is to meet obligations arising from share-based remuneration plans and to reduce share capital through the cancellation of treasury shares, contributing to shareholder remuneration and enhancing earnings per share. The program forms part of shareholder remuneration plan for the 2026–2027 period.お知らせ • Mar 09Neinor Homes, S.A., Annual General Meeting, Apr 07, 2026Neinor Homes, S.A., Annual General Meeting, Apr 07, 2026. Location: hotel nh collection villa de bilbao, gran via de don diego lopez de haro 87., bilbaoe Spainお知らせ • Mar 06Neinor Homes, S.A. (BME:HOME) completed the acquisition of an additional 17.63% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €183.56 million.Neinor Homes, S.A. (BME:HOME) proposed to acquire remaining 20.22% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €210 million on November 21, 2025. Under the terms of the acquisition, Neinor Homes, S.A. will pay €24 in cash per share. Upon completion, Neinor Homes, S.A. will own 100% stake in Aedas Homes, S.A. The transaction is subject to approval from Spanish Securities Market Commission (CNMV). Neinor Homes, S.A. (BME:HOME) completed the acquisition of an additional 17.63% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €183.56 million on March 5, 2026. On completion, Neinor Homes, S.A. held increasing Neinor’s total ownership to 96.83%. This outcome reflects the strong support of AEDAS shareholders, initially Castlelake and subsequently a substantial majority of minority investors.お知らせ • Jan 09Neinor Homes, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Neinor Homes, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Jul 25Neinor Homes, S.A. Provides Earnings Guidance for the Full Year 2025Neinor Homes, S.A. provided earnings guidance for the full year 2025. for the year, the company expects deliveries of c.2,000, Total Revenues in the range of €600 million–€700 million (ASP: €375,000–400,000 per unit).お知らせ • Jun 17Neinor Homes, S.A. (BME:HOME) proposed to acquire Aedas Homes, S.A. (BME:AEDAS) from Castlelake, L.P. and others for €1.1 billion.Neinor Homes, S.A. (BME:HOME) proposed to acquire Aedas Homes, S.A. (BME:AEDAS) from Castlelake, L.P. and others for €1.1 billion on June 16, 2025. A cash consideration €24.485 per shares will be paid by Neinor Homes, S.A. As part of the offer, Castlelake, owner of 79% of AEDAS, has entered into a hard irrevocable agreement to tender its entire stake in the tender offer, providing strong deal visibility and execution certainty. The offer price negotiated with Castlelake values AEDAS at €24.485/share (€1,070 million equity value), with an adjusted acquisition price of €21.335/share after accounting for the €136 million dividends recently announced by AEDAS to be paid in July 2025. The transaction is structured as a voluntary tender offer addressed to 100% AEDAS’s shareholders which will be submitted for authorization by the Comisión Nacional del Mercado de Valores (CNMV). This transaction takes Neinor to the next level, positioning the company as one of the leading European Homebuilders backed by a sizable, high quality land bank in one of the safest residential markets worldwide. The transaction has €1.25 billion in financing committed through an investment vehicle wholly owned by Neinor, which will contribute €500 million in equity (€275 million in cash and €225 million in a capital increase fully secured by Neinor main shareholders). Apollo is also participating in the transaction through a €750 million senior bond issue. The proceeds from the issue will be used to finance the takeover bid and partially refinance the Aedas group 's existing debt. The transaction is subject to CNMV approval, obtaining all other relevant regulatory authorizations, and shareholder approval. The closing is expected in the fourth quarter of 2025.お知らせ • May 28Neinor in Talks to Buy Stake in AedasNeinor Homes, S.A. (BME:HOME) is in talks to acquire a significant stake in rival Aedas Homes, S.A. (BME:AEDAS), a potential deal that could create Spain’s biggest developer with a combined market value of about $2.6 billion. Neinor said in a statement on May 27, 2025 that it’s in discussions with Aedas’ main shareholder Castlelake, L.P. over a possible purchase, confirming an earlier report by Bloomberg News. The private equity firm owns 79% of Aedas. Apollo Global Management Inc. is working with Neinor to provide funding for the deal, according to people familiar with the matter, who asked not to be identified as the details aren’t public.お知らせ • May 13An unknown company managed by Round Hill Capital LLC agreed to acquire Rental Homes Propco, S.L.U. from Neinor Homes, S.A. (BME:HOME).An unknown company managed by Round Hill Capital LLC agreed to acquire Rental Homes Propco, S.L.U. from Neinor Homes, S.A. (BME:HOME) on May 12, 2025.お知らせ • Mar 03Neinor Homes, S.A., Annual General Meeting, Mar 30, 2025Neinor Homes, S.A., Annual General Meeting, Mar 30, 2025. Location: hotel mercure, calle san vicente 6, bilbao Spainお知らせ • Feb 27Neinor Homes, S.A. Proposes Distributions for Fiscal Year 2025Neinor Homes, S.A. will submit to the next AGM the approval of €125 million in shareholder distributions for Fiscal Year 2025– aiming to distribute a total of €188 million for the following 12-months (16% yield).お知らせ • Jan 15+ 1 more updateNeinor Homes, S.A. to Report First Half, 2025 Results on Jul 24, 2025Neinor Homes, S.A. announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Sep 23Neinor Homes, S.A. (BME:HOME) entered into an agreement to acquire 10% stake in Habitat Grupo Inmobiliario, S.A. from Bain Capital Credit, Ltd.Neinor Homes, S.A. (BME:HOME) entered into an agreement to acquire 10% stake in Habitat Grupo Inmobiliario, S.A. from Bain Capital Credit, Ltd. on September 23, 2024. Neinor will provide development and management services to Habitat's ongoing developments and land bank.お知らせ • Sep 13Round Hill Capital LLC acquired 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) for €29 million.Round Hill Capital LLC agreed to acquire 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) for €29 million on September 12, 2024. Savills plc (LSE:SVS) acted as real estate advisor to Neinor Homes. Round Hill Capital LLC completed the acquisition of 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) on September 12, 2024.お知らせ • Jul 20Neinor Homes, S.A. to Report First Half, 2024 Results on Jul 25, 2024Neinor Homes, S.A. announced that they will report first half, 2024 results on Jul 25, 2024収支内訳Neinor Homes 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OTCPK:NNRH.F 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Jun 254635591031 Mar 254755989031 Dec 244876287030 Sep 245347981030 Jun 245819678031 Mar 245869380031 Dec 235919183030 Sep 236429377030 Jun 235546388031 Mar 235696565031 Dec 227639668030 Sep 229229698030 Jun 229809651031 Mar 221,096126108031 Dec 2191410364030 Sep 2187410679030 Jun 2179510869031 Mar 216257661031 Dec 205737057030 Sep 204436048030 Jun 204276050031 Mar 204796550031 Dec 194896454030 Sep 194667748030 Jun 194646759031 Mar 194215651031 Dec 183804661030 Sep 18207-2661030 Jun 18172-1545031 Mar 18167-2658031 Dec 17220-2662030 Jun 17234-2955031 Dec 16229139030 Sep 16242-3146030 Jun 16255-6253031 Mar 16256-7244031 Dec 15257-82350質の高い収益: NNRH.Fは 高品質の収益 を持っています。利益率の向上: NNRH.Fの現在の純利益率 (12%)は、昨年(16.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: NNRH.Fの収益は過去 5 年間で年間3%減少しました。成長の加速: NNRH.Fは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: NNRH.Fは過去 1 年間で収益成長率がマイナス ( -42.1% ) となったため、 Consumer Durables業界平均 ( -16.4% ) と比較することが困難です。株主資本利益率高いROE: NNRH.Fの 自己資本利益率 ( 5.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/11/02 05:52終値2025/08/05 00:00収益2025/06/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Neinor Homes, S.A. 6 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。13 アナリスト機関Ignacio RomeroBanco de Sabadell. S.A.Mariano Miguel HidalgoBanco SantanderCeline HuynhBarclays10 その他のアナリストを表示
お知らせ • Jan 09Neinor Homes, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Neinor Homes, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Jan 15+ 1 more updateNeinor Homes, S.A. to Report First Half, 2025 Results on Jul 24, 2025Neinor Homes, S.A. announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Jul 20Neinor Homes, S.A. to Report First Half, 2024 Results on Jul 25, 2024Neinor Homes, S.A. announced that they will report first half, 2024 results on Jul 25, 2024
お知らせ • Apr 23Neinor Homes, S.A. Announces CEO ChangesThe Board of Directors of Neinor Homes has approved an orderly succession plan under which the current CEO, Borja García-Egotxeaga, will step down at the end of 2026, after eight years leading the company. As part of this transition process, Jordi Argemí, current Deputy CEO and CFO, has been appointed Co-CEO and will assume the role of CEO from 1 January 2027, ensuring a smooth transition and full continuity in the execution of the company’s strategy. The aforementioned actions will be carried out through the corresponding corporate process. The appointment of Jordi Argemí as CEO reflects a natural evolution of the management team, given his central role in the definition and execution of Neinor’s strategy. Over recent years, Jordi Argemí has been directly involved in the company’s key strategic decisions, as well as in the corporate transactions that have driven its growth. These include the merger by absorption with Quabit, the partnership with Bain Capital for the development and management of Habitat, the growth and consolidation of the Asset Management business and, more recently, the acquisition of AEDAS Homes. His discipline in financial management and capital allocation, together with his leadership in executing the company’s business plans, have been instrumental in Neinor’s growth and in strengthening its position as a sector leader.
お知らせ • Apr 09Neinor Homes, S.A. Reiterates Earnings Guidance for the Year 2026 and 2027Neinor Homes, S.A. reiterated earnings guidance for the year 2026 and 2027. for the year 2026, the company expects to deliver 5,000 units to 7,000 units per year, total revenues of €1.6 billion to €1.8 billion in 2026, Net Income is forecast to increase from €120 million to €140 million in 2026, EPS is expected to reach €1.21 to €1.42 in 2026. For the year 2027, the company expects total revenues of €1.5 billion to €1.6 billion, Net Income is forecast to increase from €120 million to €140 million in 2026 to €150 million to €170 million in 2027, mainly driven by strong underlying business margins and lower financial expenses. EPS is expected to reach €1.52 to €1.72 in 2027.
お知らせ • Apr 01Neinor Homes, S.A. (BME:HOME) announces an Equity Buyback for 3,000,000 shares, for €50 million.Neinor Homes, S.A. (BME:HOME) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares for €50 million. The purpose of the program is to meet obligations arising from share-based remuneration plans and to reduce share capital through the cancellation of treasury shares, contributing to shareholder remuneration and enhancing earnings per share. The program forms part of shareholder remuneration plan for the 2026–2027 period.
お知らせ • Mar 09Neinor Homes, S.A., Annual General Meeting, Apr 07, 2026Neinor Homes, S.A., Annual General Meeting, Apr 07, 2026. Location: hotel nh collection villa de bilbao, gran via de don diego lopez de haro 87., bilbaoe Spain
お知らせ • Mar 06Neinor Homes, S.A. (BME:HOME) completed the acquisition of an additional 17.63% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €183.56 million.Neinor Homes, S.A. (BME:HOME) proposed to acquire remaining 20.22% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €210 million on November 21, 2025. Under the terms of the acquisition, Neinor Homes, S.A. will pay €24 in cash per share. Upon completion, Neinor Homes, S.A. will own 100% stake in Aedas Homes, S.A. The transaction is subject to approval from Spanish Securities Market Commission (CNMV). Neinor Homes, S.A. (BME:HOME) completed the acquisition of an additional 17.63% stake in Aedas Homes, S.A. (BME:AEDAS) for approximately €183.56 million on March 5, 2026. On completion, Neinor Homes, S.A. held increasing Neinor’s total ownership to 96.83%. This outcome reflects the strong support of AEDAS shareholders, initially Castlelake and subsequently a substantial majority of minority investors.
お知らせ • Jan 09Neinor Homes, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Neinor Homes, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Jul 25Neinor Homes, S.A. Provides Earnings Guidance for the Full Year 2025Neinor Homes, S.A. provided earnings guidance for the full year 2025. for the year, the company expects deliveries of c.2,000, Total Revenues in the range of €600 million–€700 million (ASP: €375,000–400,000 per unit).
お知らせ • Jun 17Neinor Homes, S.A. (BME:HOME) proposed to acquire Aedas Homes, S.A. (BME:AEDAS) from Castlelake, L.P. and others for €1.1 billion.Neinor Homes, S.A. (BME:HOME) proposed to acquire Aedas Homes, S.A. (BME:AEDAS) from Castlelake, L.P. and others for €1.1 billion on June 16, 2025. A cash consideration €24.485 per shares will be paid by Neinor Homes, S.A. As part of the offer, Castlelake, owner of 79% of AEDAS, has entered into a hard irrevocable agreement to tender its entire stake in the tender offer, providing strong deal visibility and execution certainty. The offer price negotiated with Castlelake values AEDAS at €24.485/share (€1,070 million equity value), with an adjusted acquisition price of €21.335/share after accounting for the €136 million dividends recently announced by AEDAS to be paid in July 2025. The transaction is structured as a voluntary tender offer addressed to 100% AEDAS’s shareholders which will be submitted for authorization by the Comisión Nacional del Mercado de Valores (CNMV). This transaction takes Neinor to the next level, positioning the company as one of the leading European Homebuilders backed by a sizable, high quality land bank in one of the safest residential markets worldwide. The transaction has €1.25 billion in financing committed through an investment vehicle wholly owned by Neinor, which will contribute €500 million in equity (€275 million in cash and €225 million in a capital increase fully secured by Neinor main shareholders). Apollo is also participating in the transaction through a €750 million senior bond issue. The proceeds from the issue will be used to finance the takeover bid and partially refinance the Aedas group 's existing debt. The transaction is subject to CNMV approval, obtaining all other relevant regulatory authorizations, and shareholder approval. The closing is expected in the fourth quarter of 2025.
お知らせ • May 28Neinor in Talks to Buy Stake in AedasNeinor Homes, S.A. (BME:HOME) is in talks to acquire a significant stake in rival Aedas Homes, S.A. (BME:AEDAS), a potential deal that could create Spain’s biggest developer with a combined market value of about $2.6 billion. Neinor said in a statement on May 27, 2025 that it’s in discussions with Aedas’ main shareholder Castlelake, L.P. over a possible purchase, confirming an earlier report by Bloomberg News. The private equity firm owns 79% of Aedas. Apollo Global Management Inc. is working with Neinor to provide funding for the deal, according to people familiar with the matter, who asked not to be identified as the details aren’t public.
お知らせ • May 13An unknown company managed by Round Hill Capital LLC agreed to acquire Rental Homes Propco, S.L.U. from Neinor Homes, S.A. (BME:HOME).An unknown company managed by Round Hill Capital LLC agreed to acquire Rental Homes Propco, S.L.U. from Neinor Homes, S.A. (BME:HOME) on May 12, 2025.
お知らせ • Mar 03Neinor Homes, S.A., Annual General Meeting, Mar 30, 2025Neinor Homes, S.A., Annual General Meeting, Mar 30, 2025. Location: hotel mercure, calle san vicente 6, bilbao Spain
お知らせ • Feb 27Neinor Homes, S.A. Proposes Distributions for Fiscal Year 2025Neinor Homes, S.A. will submit to the next AGM the approval of €125 million in shareholder distributions for Fiscal Year 2025– aiming to distribute a total of €188 million for the following 12-months (16% yield).
お知らせ • Jan 15+ 1 more updateNeinor Homes, S.A. to Report First Half, 2025 Results on Jul 24, 2025Neinor Homes, S.A. announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Sep 23Neinor Homes, S.A. (BME:HOME) entered into an agreement to acquire 10% stake in Habitat Grupo Inmobiliario, S.A. from Bain Capital Credit, Ltd.Neinor Homes, S.A. (BME:HOME) entered into an agreement to acquire 10% stake in Habitat Grupo Inmobiliario, S.A. from Bain Capital Credit, Ltd. on September 23, 2024. Neinor will provide development and management services to Habitat's ongoing developments and land bank.
お知らせ • Sep 13Round Hill Capital LLC acquired 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) for €29 million.Round Hill Capital LLC agreed to acquire 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) for €29 million on September 12, 2024. Savills plc (LSE:SVS) acted as real estate advisor to Neinor Homes. Round Hill Capital LLC completed the acquisition of 147 Units Parla Homes in Parla, Madrid from Neinor Homes, S.A. (BME:HOME) on September 12, 2024.
お知らせ • Jul 20Neinor Homes, S.A. to Report First Half, 2024 Results on Jul 25, 2024Neinor Homes, S.A. announced that they will report first half, 2024 results on Jul 25, 2024