View ValuationElmos Semiconductor 향후 성장Future 기준 점검 3/6Elmos Semiconductor (는) 각각 연간 14.4% 및 11.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.핵심 정보14.4%이익 성장률14.53%EPS 성장률Semiconductor 이익 성장21.3%매출 성장률11.5%향후 자기자본이익률17.77%애널리스트 커버리지Low마지막 업데이트18 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • May 21Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (0.6%).Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 66% to €194. The fair value is estimated to be €160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 06First quarter 2026 earnings released: EPS: €1.52 (vs €1.08 in 1Q 2025)First quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.New Risk • Apr 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €173, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 231% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.Reported Earnings • Mar 21Full year 2025 earnings released: EPS: €5.88 (vs €7.51 in FY 2024)Full year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Declared Dividend • Mar 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 318%.Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €117. The fair value is estimated to be €97.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.공시 • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.공시 • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.공시 • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.New Risk • Sep 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €1.61 (vs €1.42 in 2Q 2024)Second quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Jul 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 82% to €98.20. The fair value is estimated to be €81.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.57 per share.New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • May 17Elmos Semiconductor Se Approves Dividend for Fiscal Year 2024, Payable on May 20, 2025Elmos Semiconductor SE in its annual general meeting held on May 15, 2025 approved a dividend of EUR 1.00 per share for fiscal year 2024, 17.6% higher than the previous year. The dividend will be paid on May 20, 2025.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.Reported Earnings • May 08First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.공시 • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.공시 • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €70.20. The fair value is estimated to be €88.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.공시 • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025공시 • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €1.49 (vs €1.63 in 3Q 2023)Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €100 per share.이익 및 매출 성장 예측WBAG:ELMO - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028826162131203512/31/2027744144125185512/31/202665812311216253/31/202660810985129N/A12/31/202558310166120N/A9/30/2025559124554N/A6/30/20255751261867N/A3/31/20255711232079N/A12/31/2024581129-5116N/A9/30/202459210233118N/A6/30/2024587105-1695N/A3/31/2024581103-5581N/A12/31/202357599-25103N/A9/30/202354493-6558N/A6/30/202351285-7140N/A3/31/202348278-3453N/A12/31/2022447711599N/A9/30/2022407641092N/A6/30/20223685322100N/A3/31/2022341451994N/A12/31/2021322401180N/A9/30/2021305312579N/A6/30/2021266162158N/A3/31/2021245101436N/A12/31/20202336527N/A9/30/20202402431N/A6/30/2020267121142N/A3/31/2020275182058N/A12/31/201927319N/A46N/A9/30/201925026N/A41N/A6/30/201925131N/A48N/A3/31/201925332N/A52N/A12/31/201825432N/A48N/A9/30/201827134N/A52N/A6/30/201826331N/A42N/A3/31/201825327N/A34N/A12/31/201725025N/A38N/A9/30/201724522N/A39N/A6/30/201724019N/A39N/A3/31/201723618N/A34N/A12/31/201622916N/A33N/A9/30/201622012N/A39N/A6/30/201621913N/A42N/A3/31/201621812N/A46N/A12/31/201522016N/A50N/A9/30/201521818N/A38N/A6/30/201521817N/A37N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ELMO 의 연간 예상 수익 증가율(14.4%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: ELMO 의 연간 수익(14.4%)이 Austrian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ELMO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ELMO 의 수익(연간 11.5%)이 Austrian 시장(연간 3.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ELMO 의 수익(연간 11.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ELMO의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 01:44종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Elmos Semiconductor SE는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tammy QiuBerenbergAmelie Dueckelmann-DublanyBerenbergRobert SandersDeutsche Bank8명의 분석가 더 보기
Upcoming Dividend • May 21Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • May 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 66% to €194. The fair value is estimated to be €160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €1.52 (vs €1.08 in 1Q 2025)First quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
New Risk • Apr 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €173, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 231% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.
Reported Earnings • Mar 21Full year 2025 earnings released: EPS: €5.88 (vs €7.51 in FY 2024)Full year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Declared Dividend • Mar 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 318%.
Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €117. The fair value is estimated to be €97.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.
공시 • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.
공시 • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026
Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
공시 • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.
New Risk • Sep 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: €1.61 (vs €1.42 in 2Q 2024)Second quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Jul 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 82% to €98.20. The fair value is estimated to be €81.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.57 per share.
New Risk • Jun 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • May 17Elmos Semiconductor Se Approves Dividend for Fiscal Year 2024, Payable on May 20, 2025Elmos Semiconductor SE in its annual general meeting held on May 15, 2025 approved a dividend of EUR 1.00 per share for fiscal year 2024, 17.6% higher than the previous year. The dividend will be paid on May 20, 2025.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
공시 • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
공시 • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €70.20. The fair value is estimated to be €88.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.
공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.
공시 • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025
공시 • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: €1.49 (vs €1.63 in 3Q 2023)Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €100 per share.