View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDiversey Holdings 過去の業績過去 基準チェック /06Diversey Holdingsは0.8%の年平均成長率で業績を伸ばしているが、Chemicals業界はdecliningで4%毎年増加している。売上は成長しており、年平均5.8%の割合である。主要情報0.83%収益成長率44.40%EPS成長率Chemicals 業界の成長12.93%収益成長率5.84%株主資本利益率-29.23%ネット・マージン-6.56%前回の決算情報31 Mar 2023最近の業績更新Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.お知らせ • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.お知らせ • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022すべての更新を表示Recent updatesお知らせ • Jul 06+ 1 more updateDiversey Holdings, Ltd. Announces Executive ChangesPursuant to the Merger Agreement, at the Effective Time, Emily Ashworth, Selim Bassoul, Robert Farkas, Juan Figuereo, Eric Foss, Kenneth Hanau, Rodney Hochman, M.D., Susan Levine, Michel Plantevin, Philip Wieland and Katherine Zanotti each resigned from the Diversey Holdings, Ltd.’s Board of Directors and from any and all committees of the Board on which they served, and the sole director of Merger Sub immediately prior to the Effective Time became the sole director of the Company. In addition, pursuant to the Merger Agreement, at the Effective Time, Philip Wieland, Somer Gundogdu, Todd Herndon, Sinéad Kwant, Gaetano Redaelli, Rudolf Verheul and each of the other incumbent officers of the Company immediately prior to the Effective Time each resigned from their respective positions as officers of the Company, and the sole officer of Merger Sub immediately prior to the Effective Time became the sole officer of the Company.Breakeven Date Change • May 09Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 74% to 2023. The company is expected to make a profit of US$61.4m in 2024. Average annual earnings growth of 110% is required to achieve expected profit on schedule.Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.Major Estimate Revision • Apr 06Consensus EPS estimates increase from loss to US$0.062 profitThe consensus outlook for fiscal year 2023 has been updated. 2023 forecast for profit of -US$0.04 instead of a loss of US$0.062 per share previously. Revenue forecast unchanged at US$2.91b. Chemicals industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$8.41. Share price was steady at US$8.11 over the past week.Breakeven Date Change • Mar 20Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 92% to 2023. The company is expected to make a profit of US$63.0m in 2024. Average annual earnings growth of 118% is required to achieve expected profit on schedule.Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.Price Target Changed • Mar 09Price target increased by 15% to US$7.95Up from US$6.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$8.14. Stock is up 5.4% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.分析記事 • Feb 09Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 42% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by projecting...分析記事 • Jan 22Diversey Holdings' (NASDAQ:DSEY) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...Price Target Changed • Nov 16Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Nov 07Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.60 last year.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.お知らせ • Nov 04Diversey Holdings, Ltd. Provides Earnings Guidance for the Year 2022Diversey Holdings, Ltd. provided earnings guidance for the year 2022. Updating 2022 full year revenue outlook to mid-single digit percent growth over 2021.お知らせ • Nov 03Diversey Holdings, Ltd. Announces Executive ChangesOn October 31, 2022, Jonathon Penn informed the board of directors of Diversey Holdings, Ltd. (the Company) of his intention to resign his position on the Board, effective November 1, 2022. The company expresses gratitude to Mr. Penn for his contributions to the Board and the Company. Mr. Penn's departure is not related to any disagreement with the Company or the Board regarding any matter related to the Company's operations, policies or practices. On November 1, 2022, the Board appointed Emily Ashworth to fill the vacancy on the Board resulting from the resignation of Mr. Penn, due to her broad experience as a Chief Information Officer and Chief Technology Officer, her experience in the private equity industry, as well as her perspective as a representative of shareholder, with such appointment effective on November 1, 2022. Ms. Ashworth is not expected to receive compensation for service as a member of the Board. The Board does not currently plan to appoint Ms. Ashworth to any committees of the Board. Ms. Ashworth was nominated by Bain Capital to serve as a member of the Board pursuant to the Investor Rights Agreement dated March 29, 2021 among the Company, Bain Capital and the other shareholders identified therein. Ms. Ashworth has a B.Sc. in Industrial Engineering and a B.Sc. in Liberal Studies from the University of Central Florida, and a M.Sc. in Industrial Engineering from the University of Tennessee.分析記事 • Oct 26Estimating The Intrinsic Value Of Diversey Holdings, Ltd. (NASDAQ:DSEY)Does the October share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...お知らせ • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022Major Estimate Revision • Oct 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.14 to -US$0.19 per share. Revenue forecast unchanged at US$2.81b. Chemicals industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$9.66 to US$8.82. Share price fell 9.8% to US$4.32 over the past week.Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be US$5.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 5.6% in a year. Earnings is forecast to grow by 97% in the next year.Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be US$6.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 6.7% in a year. Earnings is forecast to grow by 97% in the next year.Seeking Alpha • Sep 19Diversey team up with Typsy to provide on-demand trainingDiversey Europe Operations (NASDAQ:DSEY) enters partnership with Typsy, an online learning experience platform with a curated library of short video lessons, created by industry experts globally. The move will expand Diversey's offerings for the hospitality industry to an on-demand training model, which will form part of the full suite of training solutions offered by Typsy to the hospitality industry. Through this alliance, Diversey becomes the exclusive supplier of cleaning and hygiene training for the Hospitality industry within the Typsy platform.分析記事 • Sep 13Diversey Holdings (NASDAQ:DSEY) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...Price Target Changed • Sep 06Price target decreased to US$9.45Down from US$10.45, the current price target is an average from 10 analysts. New target price is 64% above last closing price of US$5.78. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.60 last year.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.お知らせ • Aug 05Diversey Holdings, Ltd. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Diversey Holdings, Ltd. provided revenue guidance for the third quarter and full year of 2022. For the quarter, company estimates for revenue to be in a range of $680 million to $720 million.For the year, the company expects high single-digit percentage revenue growth.Seeking Alpha • Aug 04Diversey Holdings reports Q2 earnings; reaffirms FY22 adjusted EBITDA and issues Q3 outlookDiversey Holdings press release (NASDAQ:DSEY): Q2 Non-GAAP EPS of $0.09 in-line. Revenue of $715.3M (+10.0% Y/Y) beats by $5.21M. Adjusted EBITDA for the second quarter 2022 was $88.4M, representing a decline of 12.7% versus the period in 2021 and 0.5% versus the period in 2019. Reaffirms 2022 full year revenue growth of high single digits; Lowers Adjusted EBITDA outlook to a range of $350 to $390 million to reflect current exchange rate environment. Given the unique environment, Diversey is providing a third quarter estimate for revenue to be in a range of $680 to $720 million vs. consensus of $2.85B and adjusted EBITDA to be in a range of $85 to $95 million.お知らせ • Jul 18Diversey Holdings Announces New Study from Diversey Shows That Certain Reusable Respirators Are Highly Compatible with Proven Disinfectants Even in Conditions of Extreme ExposureDiversey Holdings, Ltd. announced a result of the COVID pandemic, there has been a scarcity of single-use face masks/respirators for healthcare workers in manyfacilities. Healthcare facilities are increasingly providing Powered Air-Purifying Respirators (PAPRs) for staff use, but there has been limited information on the impact of routine cleaning and disinfection in addition to potential damage to PAPR components. This study, conducted by Diversey's Global Infection Prevention Application Experts and published in the Journal of Occupational and Environmental Hygiene investigated the risk of damage to PAPR components from routine disinfection and found that commonly used PAPRs are highly compatible with certain disinfectants even in conditions of extreme exposure, demonstrating a low risk of damage to PAPR components from routine disinfection for the tested disinfectants even after a high number of disinfection events. The study built on Diversey's prior research into the impact of routine cleaning and disinfection on personal protective equipment (PPE) used in healthcare.お知らせ • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022分析記事 • Jun 28Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Diversey Holdings...お知らせ • Jun 26Diversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexDiversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexBuying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$10.98, 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 year. Earnings per share has grown by 32%.Seeking Alpha • Jun 13Diversey Holdings: Compelling Valuation With Some RisksQ1 was impacted by higher raw material and logistics costs; we are confident in the management's ability to offset this pressure. Upside thanks to macro themes and long-term catalysts. Compelling valuation compared to Ecolab.分析記事 • Jun 06The Returns At Diversey Holdings (NASDAQ:DSEY) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Breakeven Date Change • May 21Forecast breakeven date moved forward to 2022The 10 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$11.9m in 2022. Earnings growth of 88% is required to achieve expected profit on schedule.Recent Insider Transactions • May 18Independent Non-Executive Chairman recently bought US$1.1m worth of stockOn the 13th of May, Eric Foss bought around 121k shares on-market at roughly US$8.67 per share. This was the largest purchase by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.Price Target Changed • May 13Price target decreased to US$11.18Down from US$12.09, the current price target is an average from 10 analysts. New target price is 25% above last closing price of US$8.94. Stock is down 47% over the past year. The company is forecast to post earnings per share of US$0.037 next year compared to a net loss per share of US$0.60 last year.お知らせ • May 12Diversey Holdings, Ltd. Reaffirms Revenue Guidance for the Full Year 2022Diversey Holdings, Ltd. reaffirmed revenue guidance for the full year 2022. For the year, the company expects high single digit percentage revenue growth.Breakeven Date Change • May 11Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 93% to 2022. The company is expected to make a profit of US$110.2m in 2023. Average annual earnings growth of 105% is required to achieve expected profit on schedule.Reported Earnings • May 10First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.12 loss per share (up from US$0.39 loss in 1Q 2021). Revenue: US$660.0m (up 4.5% from 1Q 2021). Net loss: US$39.1m (loss narrowed 59% from 1Q 2021). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 311%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Apr 27Diversey Holdings Aims For Normalization Amid Inflation PressuresDiversey Holdings went public in March 2021, raising around $692 million in gross proceeds in an IPO. The firm provides cleaning and infection prevention solutions globally. DSEY has been hampered by the pandemic and now significant inflation and supply chain pressures. I'm on Hold until we see growth return and inflationary pressures abate.Seeking Alpha • Apr 21Diversey Holdings: Still Void Of Signs Of LifeHigh inflation rates are going to continue to hurt Diversey. Demand will soften with continuous price increases. Staying out for now.お知らせ • Apr 20Diversey Holdings, Ltd. to Report Q1, 2022 Results on May 10, 2022Diversey Holdings, Ltd. announced that they will report Q1, 2022 results Pre-Market on May 10, 2022Breakeven Date Change • Mar 15Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 89% to 2022. The company is expected to make a profit of US$132.7m in 2023. Average annual earnings growth of 141% is required to achieve expected profit on schedule.Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$0.60 loss per share (down from US$0.20 loss in FY 2020). Revenue: US$2.62b (flat on FY 2020). Net loss: US$174.8m (loss widened 354% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 62%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.お知らせ • Mar 03Diversey Holdings, Ltd. Appoints Katherine S. Zanotti to Board of DirectorsDiversey Holdings, Ltd. has appointed Katherine S. Zanotti to the company’s board of directors, effective March 1, 2022. This appointment will bring the total number of directors to eleven. Katherine S. Zanotti served as Chief Executive Officer of Arbonne International, a skin care, cosmetic and nutrition company, from 2009 until 2018. Prior to Arbonne, Ms. Zanotti served as Senior Vice President of Marketing at McDonald's Corporation, and earlier in her career Ms. Zanotti held a variety of roles at Procter & Gamble, ultimately as Vice President and General Manager of its North American pharmaceutical business. Ms. Zanotti currently serves on the boards of Cutera Inc. and Exact Sciences Corp. as well as the Board of Trustees of Xavier University.お知らせ • Feb 18Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022, at 10:00 US Eastern Standard Time. Location: 1300 Altura Road, Suite 125, Fort Mill, South Carolina 29708 Fort Mill United States Agenda: Annual General Meeting.お知らせ • Feb 08Diversey Holdings, Ltd. to Report Q4, 2021 Results on Mar 09, 2022Diversey Holdings, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022分析記事 • Jan 27Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Does the January share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...お知らせ • Jan 25Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited.Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited on January 24, 2022. Diversey pleased to welcome Shorrock’s 240 experienced colleagues to Diversey. Acquisition expands portfolio of products and services, including innovative sustainability solutions, Enhances Diversey’s sales and service capabilities through Shorrock’s experienced employees and distribution infrastructure, allowing for improved customer service, Extends strategy to acquire great businesses that enhance strategic capabilities and strengthen key geographies at accretive purchase multiples. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Shorrock Trichem Limited on January 24, 2022.Buying Opportunity • Jan 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$14.28, 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 grown by 60% per annum over the last 3 years.お知らせ • Dec 07Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green familyDiversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green family on December 6, 2021. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Birko Corporation from Kelly Green family on December 6, 2021.お知らせ • Dec 01Diversey's New IntelliCIP Platform Uncovers Deep Data Insights to Optimise CIP PerformanceDiversey launched its IntelliCIP (Clean-in-Place) cloud-based data analytics platform globally. IntelliCIP securely collates and processes Food and Beverage (F&B) production CIP data for rapid insight into hygiene compliance and operational performance. By analysing and monitoring selected data points, a production facility can easily access a quick view of CIP processes for any date range, specific unit, CIP circuit, or recipe, to truly understand if the process is in control - then act on results if compliance with defined (validated) parameters has not been met. IntelliCIP helps ensure food safety, quality, and traceability by unlocking information typically buried within the automation system, or manual tracking results. Before IntelliCIP, identifying the use of excess resources, or a contamination risk from unmet hygiene parameters, has been largely unexplored. Measuring the True Effectiveness of Each CIP Run: IntelliCIP's easy-to-use interface can show where a CIP may be resulting in lost resources. Data is automatically collected and analysed to provide proof of compliance with the cleaning protocols, alongside progressively revealed indicators and opportunities identifying where the process can be optimised. Cleaning run reports enable swift corrective action to ensure food safety, and improve operational efficiency and sustainability, with expectation of driving recipe repeatability. Statistical analysis reveals cleaning run variance over time, allowing focused data-driven improvements, while providing more confidence that there's no negative effect on the cleaning result. IntelliCIP's continuous process monitoring gives facilities the control to ensure hygienic target compliance, an overview of chemical and utilities - to track water, energy, and chemical consumption - and the ability to manage their KPIs for food safety, efficiency, and quality improvements.Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$664.9m (flat on 3Q 2020). Net loss: US$42.1m (flat on 3Q 2020).分析記事 • Sep 03Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by...お知らせ • Aug 06Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family.Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family on August 5, 2021.Breakeven Date Change • Jun 17Forecast breakeven pushed back to 2022The 9 analysts covering Diversey Holdings previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of US$191.7m in 2022. Average annual earnings growth of 93% is required to achieve expected profit on schedule.収支内訳Diversey Holdings 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NasdaqGS:DSEY 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 232,802-184792031 Dec 222,766-169783030 Sep 222,737-145785030 Jun 222,713-151786031 Mar 222,647-118782031 Dec 212,619-175831030 Sep 212,614-211901030 Jun 212,630-156900031 Mar 212,606-138876031 Dec 202,629-38830031 Dec 192,624-109857031 Dec 182,688-239881031 Dec 172,552-1539320質の高い収益: DSEYは現在利益が出ていません。利益率の向上: DSEYは現在利益が出ていません。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: DSEYは利益を出していないが、過去 5 年間で年間0.8%の割合で損失を削減してきた。成長の加速: DSEYの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: DSEYは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( -1.4% ) と比較することは困難です。株主資本利益率高いROE: DSEYは現在利益が出ていないため、自己資本利益率 ( -29.23% ) はマイナスです。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7D1Y7D1Y7D1YMaterials 、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2023/07/06 17:53終値2023/07/05 00:00収益2023/03/31年間収益2022/12/31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Diversey Holdings, Ltd. 9 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。11 アナリスト機関Andrew WittmannBairdManav PatnaikBarclaysJohn McNultyBMO Capital Markets Equity Research8 その他のアナリストを表示
Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.
Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.
お知らせ • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.
お知らせ • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
お知らせ • Jul 06+ 1 more updateDiversey Holdings, Ltd. Announces Executive ChangesPursuant to the Merger Agreement, at the Effective Time, Emily Ashworth, Selim Bassoul, Robert Farkas, Juan Figuereo, Eric Foss, Kenneth Hanau, Rodney Hochman, M.D., Susan Levine, Michel Plantevin, Philip Wieland and Katherine Zanotti each resigned from the Diversey Holdings, Ltd.’s Board of Directors and from any and all committees of the Board on which they served, and the sole director of Merger Sub immediately prior to the Effective Time became the sole director of the Company. In addition, pursuant to the Merger Agreement, at the Effective Time, Philip Wieland, Somer Gundogdu, Todd Herndon, Sinéad Kwant, Gaetano Redaelli, Rudolf Verheul and each of the other incumbent officers of the Company immediately prior to the Effective Time each resigned from their respective positions as officers of the Company, and the sole officer of Merger Sub immediately prior to the Effective Time became the sole officer of the Company.
Breakeven Date Change • May 09Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 74% to 2023. The company is expected to make a profit of US$61.4m in 2024. Average annual earnings growth of 110% is required to achieve expected profit on schedule.
Reported Earnings • May 05First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.17 loss per share (further deteriorated from US$0.12 loss in 1Q 2022). Revenue: US$696.0m (up 5.5% from 1Q 2022). Net loss: US$53.6m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 141%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US.
Major Estimate Revision • Apr 06Consensus EPS estimates increase from loss to US$0.062 profitThe consensus outlook for fiscal year 2023 has been updated. 2023 forecast for profit of -US$0.04 instead of a loss of US$0.062 per share previously. Revenue forecast unchanged at US$2.91b. Chemicals industry in the US expected to see average net income growth of 11% next year. Consensus price target broadly unchanged at US$8.41. Share price was steady at US$8.11 over the past week.
Breakeven Date Change • Mar 20Forecast breakeven date pushed back to 2024The 9 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 92% to 2023. The company is expected to make a profit of US$63.0m in 2024. Average annual earnings growth of 118% is required to achieve expected profit on schedule.
Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.53 loss per share (improved from US$0.60 loss in FY 2021). Revenue: US$2.77b (up 5.6% from FY 2021). Net loss: US$169.3m (loss narrowed 3.1% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 96%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in the US.
Price Target Changed • Mar 09Price target increased by 15% to US$7.95Up from US$6.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$8.14. Stock is up 5.4% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.
分析記事 • Feb 09Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 42% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by projecting...
分析記事 • Jan 22Diversey Holdings' (NASDAQ:DSEY) Returns On Capital Tell Us There Is Reason To Feel UneasyIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Price Target Changed • Nov 16Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 62% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.60 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Nov 07Price target decreased to US$7.17Down from US$8.55, the current price target is an average from 11 analysts. New target price is 33% above last closing price of US$5.38. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.60 last year.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.11 loss per share (improved from US$0.14 loss in 3Q 2021). Revenue: US$689.0m (up 3.6% from 3Q 2021). Net loss: US$36.5m (loss narrowed 13% from 3Q 2021). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Chemicals industry in the US.
お知らせ • Nov 04Diversey Holdings, Ltd. Provides Earnings Guidance for the Year 2022Diversey Holdings, Ltd. provided earnings guidance for the year 2022. Updating 2022 full year revenue outlook to mid-single digit percent growth over 2021.
お知らせ • Nov 03Diversey Holdings, Ltd. Announces Executive ChangesOn October 31, 2022, Jonathon Penn informed the board of directors of Diversey Holdings, Ltd. (the Company) of his intention to resign his position on the Board, effective November 1, 2022. The company expresses gratitude to Mr. Penn for his contributions to the Board and the Company. Mr. Penn's departure is not related to any disagreement with the Company or the Board regarding any matter related to the Company's operations, policies or practices. On November 1, 2022, the Board appointed Emily Ashworth to fill the vacancy on the Board resulting from the resignation of Mr. Penn, due to her broad experience as a Chief Information Officer and Chief Technology Officer, her experience in the private equity industry, as well as her perspective as a representative of shareholder, with such appointment effective on November 1, 2022. Ms. Ashworth is not expected to receive compensation for service as a member of the Board. The Board does not currently plan to appoint Ms. Ashworth to any committees of the Board. Ms. Ashworth was nominated by Bain Capital to serve as a member of the Board pursuant to the Investor Rights Agreement dated March 29, 2021 among the Company, Bain Capital and the other shareholders identified therein. Ms. Ashworth has a B.Sc. in Industrial Engineering and a B.Sc. in Liberal Studies from the University of Central Florida, and a M.Sc. in Industrial Engineering from the University of Tennessee.
分析記事 • Oct 26Estimating The Intrinsic Value Of Diversey Holdings, Ltd. (NASDAQ:DSEY)Does the October share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...
お知らせ • Oct 14Diversey Holdings, Ltd. to Report Q3, 2022 Results on Nov 03, 2022Diversey Holdings, Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
Major Estimate Revision • Oct 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.14 to -US$0.19 per share. Revenue forecast unchanged at US$2.81b. Chemicals industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$9.66 to US$8.82. Share price fell 9.8% to US$4.32 over the past week.
Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be US$5.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 5.6% in a year. Earnings is forecast to grow by 97% in the next year.
Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be US$6.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last year. Earnings per share has grown by 20%. Revenue is forecast to grow by 6.7% in a year. Earnings is forecast to grow by 97% in the next year.
Seeking Alpha • Sep 19Diversey team up with Typsy to provide on-demand trainingDiversey Europe Operations (NASDAQ:DSEY) enters partnership with Typsy, an online learning experience platform with a curated library of short video lessons, created by industry experts globally. The move will expand Diversey's offerings for the hospitality industry to an on-demand training model, which will form part of the full suite of training solutions offered by Typsy to the hospitality industry. Through this alliance, Diversey becomes the exclusive supplier of cleaning and hygiene training for the Hospitality industry within the Typsy platform.
分析記事 • Sep 13Diversey Holdings (NASDAQ:DSEY) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Price Target Changed • Sep 06Price target decreased to US$9.45Down from US$10.45, the current price target is an average from 10 analysts. New target price is 64% above last closing price of US$5.78. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$0.14 next year compared to a net loss per share of US$0.60 last year.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$0.11 loss per share (down from US$0.004 loss in 2Q 2021). Revenue: US$715.3m (up 10.0% from 2Q 2021). Net loss: US$34.2m (loss widened US$32.9m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 404%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the industry in the US.
お知らせ • Aug 05Diversey Holdings, Ltd. Provides Revenue Guidance for the Third Quarter and Full Year of 2022Diversey Holdings, Ltd. provided revenue guidance for the third quarter and full year of 2022. For the quarter, company estimates for revenue to be in a range of $680 million to $720 million.For the year, the company expects high single-digit percentage revenue growth.
Seeking Alpha • Aug 04Diversey Holdings reports Q2 earnings; reaffirms FY22 adjusted EBITDA and issues Q3 outlookDiversey Holdings press release (NASDAQ:DSEY): Q2 Non-GAAP EPS of $0.09 in-line. Revenue of $715.3M (+10.0% Y/Y) beats by $5.21M. Adjusted EBITDA for the second quarter 2022 was $88.4M, representing a decline of 12.7% versus the period in 2021 and 0.5% versus the period in 2019. Reaffirms 2022 full year revenue growth of high single digits; Lowers Adjusted EBITDA outlook to a range of $350 to $390 million to reflect current exchange rate environment. Given the unique environment, Diversey is providing a third quarter estimate for revenue to be in a range of $680 to $720 million vs. consensus of $2.85B and adjusted EBITDA to be in a range of $85 to $95 million.
お知らせ • Jul 18Diversey Holdings Announces New Study from Diversey Shows That Certain Reusable Respirators Are Highly Compatible with Proven Disinfectants Even in Conditions of Extreme ExposureDiversey Holdings, Ltd. announced a result of the COVID pandemic, there has been a scarcity of single-use face masks/respirators for healthcare workers in manyfacilities. Healthcare facilities are increasingly providing Powered Air-Purifying Respirators (PAPRs) for staff use, but there has been limited information on the impact of routine cleaning and disinfection in addition to potential damage to PAPR components. This study, conducted by Diversey's Global Infection Prevention Application Experts and published in the Journal of Occupational and Environmental Hygiene investigated the risk of damage to PAPR components from routine disinfection and found that commonly used PAPRs are highly compatible with certain disinfectants even in conditions of extreme exposure, demonstrating a low risk of damage to PAPR components from routine disinfection for the tested disinfectants even after a high number of disinfection events. The study built on Diversey's prior research into the impact of routine cleaning and disinfection on personal protective equipment (PPE) used in healthcare.
お知らせ • Jul 12Diversey Holdings, Ltd. to Report Q2, 2022 Results on Aug 04, 2022Diversey Holdings, Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
分析記事 • Jun 28Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Diversey Holdings...
お知らせ • Jun 26Diversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value IndexDiversey Holdings, Ltd.(NasdaqGS:DSEY) dropped from Russell 2500 Value Index
Buying Opportunity • Jun 13Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$10.98, 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 year. Earnings per share has grown by 32%.
Seeking Alpha • Jun 13Diversey Holdings: Compelling Valuation With Some RisksQ1 was impacted by higher raw material and logistics costs; we are confident in the management's ability to offset this pressure. Upside thanks to macro themes and long-term catalysts. Compelling valuation compared to Ecolab.
分析記事 • Jun 06The Returns At Diversey Holdings (NASDAQ:DSEY) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Breakeven Date Change • May 21Forecast breakeven date moved forward to 2022The 10 analysts covering Diversey Holdings previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$11.9m in 2022. Earnings growth of 88% is required to achieve expected profit on schedule.
Recent Insider Transactions • May 18Independent Non-Executive Chairman recently bought US$1.1m worth of stockOn the 13th of May, Eric Foss bought around 121k shares on-market at roughly US$8.67 per share. This was the largest purchase by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.
Price Target Changed • May 13Price target decreased to US$11.18Down from US$12.09, the current price target is an average from 10 analysts. New target price is 25% above last closing price of US$8.94. Stock is down 47% over the past year. The company is forecast to post earnings per share of US$0.037 next year compared to a net loss per share of US$0.60 last year.
お知らせ • May 12Diversey Holdings, Ltd. Reaffirms Revenue Guidance for the Full Year 2022Diversey Holdings, Ltd. reaffirmed revenue guidance for the full year 2022. For the year, the company expects high single digit percentage revenue growth.
Breakeven Date Change • May 11Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 93% to 2022. The company is expected to make a profit of US$110.2m in 2023. Average annual earnings growth of 105% is required to achieve expected profit on schedule.
Reported Earnings • May 10First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.12 loss per share (up from US$0.39 loss in 1Q 2021). Revenue: US$660.0m (up 4.5% from 1Q 2021). Net loss: US$39.1m (loss narrowed 59% from 1Q 2021). Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) missed analyst estimates by 311%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.
Board Change • Apr 27High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Independent Director Michel G. Plantevin is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Apr 27Diversey Holdings Aims For Normalization Amid Inflation PressuresDiversey Holdings went public in March 2021, raising around $692 million in gross proceeds in an IPO. The firm provides cleaning and infection prevention solutions globally. DSEY has been hampered by the pandemic and now significant inflation and supply chain pressures. I'm on Hold until we see growth return and inflationary pressures abate.
Seeking Alpha • Apr 21Diversey Holdings: Still Void Of Signs Of LifeHigh inflation rates are going to continue to hurt Diversey. Demand will soften with continuous price increases. Staying out for now.
お知らせ • Apr 20Diversey Holdings, Ltd. to Report Q1, 2022 Results on May 10, 2022Diversey Holdings, Ltd. announced that they will report Q1, 2022 results Pre-Market on May 10, 2022
Breakeven Date Change • Mar 15Forecast breakeven date pushed back to 2023The 10 analysts covering Diversey Holdings previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 89% to 2022. The company is expected to make a profit of US$132.7m in 2023. Average annual earnings growth of 141% is required to achieve expected profit on schedule.
Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$0.60 loss per share (down from US$0.20 loss in FY 2020). Revenue: US$2.62b (flat on FY 2020). Net loss: US$174.8m (loss widened 354% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 62%. Over the next year, revenue is forecast to grow 7.6%, compared to a 12% growth forecast for the industry in the US.
お知らせ • Mar 03Diversey Holdings, Ltd. Appoints Katherine S. Zanotti to Board of DirectorsDiversey Holdings, Ltd. has appointed Katherine S. Zanotti to the company’s board of directors, effective March 1, 2022. This appointment will bring the total number of directors to eleven. Katherine S. Zanotti served as Chief Executive Officer of Arbonne International, a skin care, cosmetic and nutrition company, from 2009 until 2018. Prior to Arbonne, Ms. Zanotti served as Senior Vice President of Marketing at McDonald's Corporation, and earlier in her career Ms. Zanotti held a variety of roles at Procter & Gamble, ultimately as Vice President and General Manager of its North American pharmaceutical business. Ms. Zanotti currently serves on the boards of Cutera Inc. and Exact Sciences Corp. as well as the Board of Trustees of Xavier University.
お知らせ • Feb 18Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022Diversey Holdings, Ltd., Annual General Meeting, May 04, 2022, at 10:00 US Eastern Standard Time. Location: 1300 Altura Road, Suite 125, Fort Mill, South Carolina 29708 Fort Mill United States Agenda: Annual General Meeting.
お知らせ • Feb 08Diversey Holdings, Ltd. to Report Q4, 2021 Results on Mar 09, 2022Diversey Holdings, Ltd. announced that they will report Q4, 2021 results Pre-Market on Mar 09, 2022
分析記事 • Jan 27Is There An Opportunity With Diversey Holdings, Ltd.'s (NASDAQ:DSEY) 24% Undervaluation?Does the January share price for Diversey Holdings, Ltd. ( NASDAQ:DSEY ) reflect what it's really worth? Today, we will...
お知らせ • Jan 25Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited.Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Shorrock Trichem Limited on January 24, 2022. Diversey pleased to welcome Shorrock’s 240 experienced colleagues to Diversey. Acquisition expands portfolio of products and services, including innovative sustainability solutions, Enhances Diversey’s sales and service capabilities through Shorrock’s experienced employees and distribution infrastructure, allowing for improved customer service, Extends strategy to acquire great businesses that enhance strategic capabilities and strengthen key geographies at accretive purchase multiples. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Shorrock Trichem Limited on January 24, 2022.
Buying Opportunity • Jan 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be US$14.28, 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 grown by 60% per annum over the last 3 years.
お知らせ • Dec 07Diversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green familyDiversey Holdings, Ltd. (NasdaqGS:DSEY) acquired Birko Corporation from Kelly Green family on December 6, 2021. Diversey Holdings, Ltd. (NasdaqGS:DSEY) completed the acquisition of Birko Corporation from Kelly Green family on December 6, 2021.
お知らせ • Dec 01Diversey's New IntelliCIP Platform Uncovers Deep Data Insights to Optimise CIP PerformanceDiversey launched its IntelliCIP (Clean-in-Place) cloud-based data analytics platform globally. IntelliCIP securely collates and processes Food and Beverage (F&B) production CIP data for rapid insight into hygiene compliance and operational performance. By analysing and monitoring selected data points, a production facility can easily access a quick view of CIP processes for any date range, specific unit, CIP circuit, or recipe, to truly understand if the process is in control - then act on results if compliance with defined (validated) parameters has not been met. IntelliCIP helps ensure food safety, quality, and traceability by unlocking information typically buried within the automation system, or manual tracking results. Before IntelliCIP, identifying the use of excess resources, or a contamination risk from unmet hygiene parameters, has been largely unexplored. Measuring the True Effectiveness of Each CIP Run: IntelliCIP's easy-to-use interface can show where a CIP may be resulting in lost resources. Data is automatically collected and analysed to provide proof of compliance with the cleaning protocols, alongside progressively revealed indicators and opportunities identifying where the process can be optimised. Cleaning run reports enable swift corrective action to ensure food safety, and improve operational efficiency and sustainability, with expectation of driving recipe repeatability. Statistical analysis reveals cleaning run variance over time, allowing focused data-driven improvements, while providing more confidence that there's no negative effect on the cleaning result. IntelliCIP's continuous process monitoring gives facilities the control to ensure hygienic target compliance, an overview of chemical and utilities - to track water, energy, and chemical consumption - and the ability to manage their KPIs for food safety, efficiency, and quality improvements.
Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$664.9m (flat on 3Q 2020). Net loss: US$42.1m (flat on 3Q 2020).
分析記事 • Sep 03Diversey Holdings, Ltd. (NASDAQ:DSEY) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we will run through one way of estimating the intrinsic value of Diversey Holdings, Ltd. ( NASDAQ:DSEY ) by...
お知らせ • Aug 06Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family.Diversey Holdings, Ltd. (NasdaqGS:DSEY) agreed to acquire Tasman Chemicals Pty. Limited from Peter Keech family on August 5, 2021.
Breakeven Date Change • Jun 17Forecast breakeven pushed back to 2022The 9 analysts covering Diversey Holdings previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of US$191.7m in 2022. Average annual earnings growth of 93% is required to achieve expected profit on schedule.